异动解读 | 贝壳盘前大跌5.73%,四季度业绩恶化与天价薪酬引担忧

异动解读
Mar 23

贝壳(BEKE)今日盘前股价大跌5.73%,引发了市场的广泛关注。

消息面上,贝壳最新财报显示其2025年第四季度业绩显著恶化,营收同比下滑28.71%,净利润同比锐减84.95%,核心房产交易业务深度调整。同时,公司高管高达19亿元的股份支付薪酬引发巨大争议,加剧了市场对其内部治理与成本结构的担忧。

此外,贝壳的金融服务业务存在合规隐忧与透明度问题,加之近年来老股东不断清仓套现,进一步削弱了投资者的信心。在房地产行业持续调整的背景下,贝壳的转型之路面临诸多挑战。

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