金吾财讯 | 贝壳（BEKE）发布2026年第二季度未经审计的财务业绩。财报显示，公司二季度经调整后（Non-GAAP）每美国存托股份（ADS）收益为0.42美元，显著超出分析师普遍预期的0.31美元；当季实现净收入36亿美元，同比下降5.7%，符合市场预期。从关键经营指标来看，贝壳二季度总交易额（GTV）达到9,338亿元人民币（约1,376亿美元），同比增长6.3%。其中，核心的存量房交易表现强劲，GTV达6,299亿元人民币，同比增长8.0%；新房交易GTV为2,584亿元人民币，微增1.2%。在渠道与用户方面，截至2026年6月30日，贝壳旗下门店总数缩减至60,274家，其中活跃门店数57,803家，同比下降1.5%；经纪人总数为54.06万人，活跃经纪人数45.45万人，同比下降7.5%；移动端月活跃用户（MAU）平均为4,570万，较去年同期的4,870万有所回落。
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