金吾财讯 | 贝壳(02423)股价走低，截至发稿，跌5.21%，报48.2港元，成交额2.75亿港元。消息面上，贝壳公布2024年第三季度未经审计财务业绩。前三季，归属于普通股股东的净利润34.95亿元，同比减少32.97%。归属于普通股股东的每股净收益1.03元。期内集团净收入总额623.32亿元，同比增长8.27%。汇丰研究发表研究报告指，克而瑞研究预期中国11至12月的内房销售势头将有序地放缓，这与该行预测一致。另外，积极的信号显示可持续的销售动力复苏。克而瑞认为，内地的一线城市的新楼价格已接近底部，而近期政府政策亦令市场的正面情绪显着提升。该行表示，地缘政治不确定因素及货币疲弱令风险厌恶情绪再度升温，导致近期整个行业出现广泛抛售。然而，该行对明年内房市场拐点仍持建设性看法，并注意到优质公司目前的估值已回复至较吸引的水平。
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