花旗研究报告指,贝壳(02423.HK) 正转换增长引擎,以应对房地产周期,实现可持续发展。传统经纪业务方面,公司聚焦单位产出及价值创造,优化经纪人及门店以降低固定成本,在更高效精简的结构下把握市场份额。装修及租赁业务方面,随着规模经济显现及供应链优化,盈利能力持续改善,该行估计2026年可实现10亿元人民币(下同)利润。公司亦利用AI赋能经纪人、提升服务质素,并构建居住服务数字生态系统。该行认为...
Source Link花旗研究报告指,贝壳(02423.HK) 正转换增长引擎,以应对房地产周期,实现可持续发展。传统经纪业务方面,公司聚焦单位产出及价值创造,优化经纪人及门店以降低固定成本,在更高效精简的结构下把握市场份额。装修及租赁业务方面,随着规模经济显现及供应链优化,盈利能力持续改善,该行估计2026年可实现10亿元人民币(下同)利润。公司亦利用AI赋能经纪人、提升服务质素,并构建居住服务数字生态系统。该行认为...
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