贝壳-W(2423.HK):乘势而上夯实主业 潜在弹性仍值期待

长江证券
23 Mar

事件描述2024 年公司实现营收935 亿元(+20.2%),归母净利润40.6 亿元(-30.9%),经调整归母净利润72.0 亿元(-26.5%)。2024Q4 公司实现营收311 亿元(+54.1%),归母净利润5.7 亿元(-14.9%),经调整归母净利润13.4 亿元(-22.0%)。Q4 单季与全年业绩表现低于市场预期。事件评论乘势而上产能扩张夯实主业,GTV 与营收均创历史新高。...

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