贝壳-W(2423.HK):Q2盈利能力环比提升 扩大并延长回购计划

长江证券
Aug 28

事件描述2025Q2 公司实现营收260 亿元(+11.3%),归母净利润13 亿元(-31.2%),经调整归母净利润18 亿元(-32.4%);2025H1 前述指标分别为493/22/32 亿元,同比+24.1%/-7.2%/-21.3%。事件评论非链家产能迅速扩张,链家与贝联存量房货币化比率均连续两季环比提升。2025H1 多个优质品牌加入平台,非链家活跃门店数+36.8%(超1.4 万家)...

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