周四盘中，房地产服务平台贝壳（股票代码：BEKE）股价大涨6.27%，延续了近期的强劲涨势。这一显著涨幅背后，有多重利好因素支撑。
首先，贝壳2025年第一季度财报表现亮眼。公司总交易额达8437亿元人民币，同比增长34.0%；净收入233亿元，同比增长42.4%；净利润8.55亿元，同比增长97.9%。这些积极的财务指标反映了公司业务的强劲增长势头，进一步提振了市场信心。
其次，南向资金持续看好贝壳。数据显示，7月9日南向资金增持贝壳68.25万股，截至当日收盘，港股通共持有贝壳21614.69万股，占流通股6.20%。此外，贝壳于7月9日斥资400万美元回购66.21万股，每股回购价格为5.99-6.09美元，这些举措均表明投资者和公司对贝壳的长期发展前景持乐观态度。
最后，近期房地产市场政策利好也为贝壳股价提供了支撑。住房城乡建设部调研组近日赴广东、浙江两省调研，强调促进房地产市场平稳、健康、高质量发展的重要性。同时，多家房企债务重组取得进展，有助于重塑行业信心。市场人士认为，政策组合拳和债务重组进展正推动房地产市场逐步企稳，这对作为房地产服务平台的贝壳而言无疑是利好消息。
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