4月7日周一盘前,贝壳(股票代码:BEKE)股价大跌10.58%,引发市场广泛关注。这一显著下跌可能与公司最新公布的2024年财务业绩以及一些争议性问题有关。
根据贝壳发布的2024年财报,尽管公司净收入达到935亿元,同比增长20.2%,但净利润却出现大幅下滑。贝壳2024年实现净利润40.78亿元,同比下降30.76%;归属于母公司股东的净利润为40.65亿元,同比下降30.9%。这一业绩表现可能是导致投资者信心受挫的主要原因之一。
此外,公司高管薪酬问题也引发了争议。报道显示,贝壳董事长兼CEO彭永东2023年的薪酬高达7.13亿元,同比增长50%。如此高额的高管薪酬,特别是在公司利润下滑的背景下,可能引发了投资者对公司治理的担忧。同时,贝壳正在积极拓展"C2M"(消费者直连制造者)模式的"贝好家"业务,并在多个城市获取土地资源。然而,这一新业务能否成功仍存在不确定性,可能给投资者带来额外的风险考量。这些因素综合作用,可能导致了贝壳股价的大幅下跌。
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