近日，科技驱动的一站式新居住服务平台贝壳（NYSE:BEKE；HKEX:02423）发布2024年第四季度及全年财务业绩。与此同时，多家机构维持贝壳“买入”评级。
数据显示，2024年四季度贝壳实现总交易额（GTV）为11438亿元，同比增长55.5%，净收入311亿元，同比增长54.1%，经调整净利润13.44亿元。2024全年GTV为33494亿元，同比增长6.6%，净收入935亿元，同比增长20.2%，经调整净利润72.11亿元。
贝壳联合创始人、董事长、首席执行官彭永东表示：“过去的一年，中国的房地产行业加速迈向新阶段，客户需求转向降低决策风险和追求居住品质。我们以科技赋能服务者，构建决策最优解能力，推动行业向服务效率跃迁。”
在积极的增长和优化生态策略下，报告期内贝壳各项业务表现亮眼。2024年四季度，贝壳存量房业务GTV达到7448亿元，同比增长59.1%，净收入89亿元，同比增长47.5%。同期，贝壳新房业务GTV达到3553亿元，同比增长49.3%，净收入同比增加72.7%至131亿元。
此外，自2023年“一体三翼”战略提出以来，贝壳大力投入家装家居、房屋租赁服务等新业务，积极构建“一站式新居住服务平台”，目前该战略已经取得阶段性确立。2024年，贝壳非房产交易服务业务同比增长64.2%，占总营收比例达到33.8%，相比上年提升9.1个百分点。
2024年四季度，在后端交付能力提升、作业工具及底层数字平台不断迭代的背景下，贝壳家装业务表现强劲，实现合同额53亿元，同比增长34.7%，净收入41亿元，同比增长12.8%。2024全年实现收入148亿元，同比增长36.1%。
在房屋租赁服务业务上，得益于在管房源规模的快速提升，2024年四季度净收入达到46亿元，2024全年净收入143亿元，同比增长135%；截至四季度末，省心租在管房源规模超过42万套。
东吴证券发表研报指出，公司作为国内的经纪行业产业互联网龙头，叠加协同优势下家装业务赛道的发展，未来业绩具备提升空间，维持“买入”评级。花旗发布研报称，维持贝壳-W（02423）“买入”评级，目标价由60.72港元上调至72.86港元。
贝壳执行董事、首席财务官徐涛表示：“我们在2024年继续创造新突破，全年净收入同比增长20.2%。2025年在财务战略上，我们将持续确保有效的资本配置，将资金投至‘一体三翼’战略举措和技术进步，为创新引擎提供动力，并为稳固优势添砖加瓦，且为我们的股东提供稳定可持续的回报，确保我们的增长可以为与我们并肩而行的投资人带来切实价值。”
校对：姚远
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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