贝壳,会是穿越地产寒冬后的大赢家吗?在2026年的春天跟人聊买房,或者讨论房地产相关的公司,经常会被看作是“接盘侠”。过去这两年,整个行业的日子确实不好过。如果翻开贝壳2025三季报的财务数据,直观感受可能只有两个字:难看。在那份正式的财务报告里,贝壳前三季度的营收保持小幅增长且净利润虽然还在盈利区间,但归母净利润相比去年同期缩水了近20%只剩下29亿(人民币),毛利也下滑了近4个亿。在这个市场...
Source Link贝壳,会是穿越地产寒冬后的大赢家吗?在2026年的春天跟人聊买房,或者讨论房地产相关的公司,经常会被看作是“接盘侠”。过去这两年,整个行业的日子确实不好过。如果翻开贝壳2025三季报的财务数据,直观感受可能只有两个字:难看。在那份正式的财务报告里,贝壳前三季度的营收保持小幅增长且净利润虽然还在盈利区间,但归母净利润相比去年同期缩水了近20%只剩下29亿(人民币),毛利也下滑了近4个亿。在这个市场...
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