异动解读 | 贝壳-W盘中大跌5.04%,第三季度业绩指引不及预期

异动解读
Aug 27

8月27日,贝壳-W(02423.HK)股价盘中大跌5.04%,引发市场关注。截至发稿,该股报价48.44港元,成交额达3.25亿港元。

消息面上,贝壳刚刚公布了2025年中期业绩报告。虽然上半年净收入总额同比增长24.13%至493.39亿元人民币,但归属于公司的净利润同比下降7.2%至21.57亿元。更引人注目的是,公司给出的第三季度业绩指引低于市场预期。野村证券的研报指出,贝壳管理层预计第三季度收入在225亿至230亿元人民币之间,低于此前预估的233亿元;净利润率指引约为4.5%,相当于净利润仅为10亿元人民币左右,远低于之前预估的18亿元。

除业绩因素外,房地产市场持续低迷也给贝壳带来压力。公司表示将把战略重点从规模转向效率,包括缩减北京和上海表现不佳的门店和经纪人数量。虽然分析师认为这一战略转向方向正确,但其对销售和盈利的影响仍需时间评估。面对挑战,贝壳宣布扩大股份回购计划,将回购授权从30亿美元增加至50亿美元,并延长回购计划期限至2028年8月31日,以提振市场信心。

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