万科A:经营与业绩承压 关注股东支持与资产盘活

长江证券
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公司前三季度实现营收1614 亿(-26.6%),归母净利亏损280 亿(去年同期亏损179 亿),其中Q3 归母净利亏损161 亿(2024Q3 亏损81 亿)。综合毛利率9.6%(+0.1pct)。事件评论开发收入与毛利率双降,资产减值与投资收益亏损拖累业绩表现。2025 年前三季度公司实现营收1614 亿(-26.6%),主因开发业务结算收入同比下降34%至1142.5 亿。归母业绩大幅亏损...

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