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贝壳
18.79
+0.0100
0.05%
盘后:
18.79
0.0000
0.00%
18:51 EDT
成交量:
899.39万
成交额:
1.69亿
市值:
224.62亿
市盈率:
35.77
高:
18.88
开:
18.69
低:
18.63
收:
18.78
数据加载中...
总览
公司
新闻
公告
【券商聚焦】国信证券维持贝壳(02423)“优于大市”评级 指存量房业务货币化率和贡献利润率有所降低
金吾财讯
·
05-20
贝壳5月19日成交额为1.30亿美元
市场透视
·
05-20
贝壳:瑞银上调评级及目标价 盈利预测升
和讯网
·
05-19
从科技的一面,聊聊贝壳
拾遗地
·
05-19
星展下调对贝壳今明两年盈利预测2%至6%
观点网
·
05-19
【券商聚焦】星展重申贝壳(02423)“买入”评级 下调其目标价和今明两年盈利预测
金吾财讯
·
05-19
【券商聚焦】国金证券维持贝壳(02423)“买入”评级 指业务毛利率有望回升并带动整体毛利率增长
金吾财讯
·
05-19
贝壳首季净收入233亿增42% 研发费5.84亿加码AI提升效率
长江商报
·
05-19
贝壳-W(02423)5月16日斥资300万美元回购46.77万股
智通财经
·
05-19
国海证券给予贝壳控股有限公司买进的初始评级。
金融界
·
05-18
贝壳一季度净收入233亿元 年内将推动规模和效率并重
中国经营报
·
05-17
贝壳:核心业务持续跑赢市场 新兴业务聚焦组织提效
中金公司
·
05-17
花旗:维持KE Holdings(BEKE.US)评级,由买入调整至买入评级, 目标价由25.80美元调整至24.80美元。
金融界
·
05-16
500万元房产交易收15万元中介费?二手房中介费高过税费引争议
新华财经
·
05-16
FBI前局长发“8647”照片被指涉嫌威胁特朗普
美港电讯
·
05-16
贝壳2025年Q1净利润8.55亿元 移动月活用户减少6.7%
TechWeb.com.cn
·
05-16
异动解读 | 贝壳一季度毛利率下滑,股价盘中大跌5.88%
异动解读
·
05-16
异动解读 | 贝壳股价盘前大跌5.54%,一季度业绩优于预期但盈利能力下滑
异动解读
·
05-16
异动解读 | 贝壳Q1业绩超预期仍难敌利空 盘中重挫5.88%
异动解读
·
05-16
Q1利润增长近乎翻倍!贝壳股价为何不涨反跌?
财华社
·
05-16
更多
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14:48","pubTimestamp":1747637334,"startTime":"0","endTime":"0","summary":"今年一季度,贝壳到手净利润8.6亿。今年一季度,贝壳投入的研发费用将近6亿,增加了四分之一,主要由于研发人员数量及技术服务费用增加。这两年,随着AI技术浪潮席卷而来,贝壳不仅推出了居住领域大模型,还在多种业务场景中探索、落地了AI应用,在技术的助力下,让消费者体验更好、服务者效率更高。在每一个业务场景下,贝壳都形成了全流程的AI驱动的数字化闭环。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250519155553a6e46453&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:40","pubTimestamp":1747633200,"startTime":"0","endTime":"0","summary":"观点网讯:5月19日,星展下调贝壳目标价,由68.47元下调至62.25元。据报告显示,管理层指引2025年第二季度净收入260亿人民币,按年及按季增长11%,符合预期。公司指其现房业务贡献利润率虽在今年首季触底,但仅会逐步恢复,预计第二季度整体非通用会计准则经营溢利率将略改善至6.5%,全年为6.8%。该行调整分部交易总额、佣金费率和成本假设,并将下调对公司今明两年盈利预测2%至6%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250519134729975df2fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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星展研报指出,贝壳(02423)管理层指引2025年第二季度净收入260亿人民币,按年及按季增长11%,符合预期。但利润率展望低于预期。公司指其现房业务贡献利润率虽在今年首季触底,但仅会逐步恢复,预计第二季度整体非通用会计准则经营溢利率将略改善至6.5%,全年为6.8%。该行调整分部交易总额、佣金费率和成本假设,并将下调对公司今明两年盈利预测2%至6%。该行表示,基于公司在新房和现房业务稳固市场定位,使其仍是中国实体市场逐步稳定的一个主要受益者,该行下调公司目标价,由68.47港元下调至62.25港元。该行重申“买入”评级。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958884","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BEKE","02423"],"gpt_icon":0},{"id":"2536528088","title":"【券商聚焦】国金证券维持贝壳(02423)“买入”评级 指业务毛利率有望回升并带动整体毛利率增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2536528088","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536528088?lang=zh_cn&edition=fundamental","pubTime":"2025-05-19 10:34","pubTimestamp":1747622085,"startTime":"0","endTime":"0","summary":"金吾财讯 | 国金证券发研指,贝壳 披露2025第一季度业绩公告,25Q1公司总收入233亿元,yoy+42%;Non-GAAP经营利润11.48亿元,yoy+19.6%;Non-GAAP经营利润率为4.92%;Non-GAAP净利润13.93亿元,yoy持平;Non-GAAP利润率为5.97%。该行认为在公司扩张政策后,公司将聚焦于提效,业务毛利率有望回升,带动公司整体毛利率增长。毛利率提升主要由于硬装集采比例提升,集采单价下降,该行认为在业务体量持续增长,效率持续提升下,有望实现盈亏平衡。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/YmUwNDEzZDkyZTQxMjdjZGQ1ZTFlYjEwODUyNTc4Njg4Nw==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1958873","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02423","BEKE"],"gpt_icon":0},{"id":"2536549339","title":"贝壳首季净收入233亿增42% 研发费5.84亿加码AI提升效率","url":"https://stock-news.laohu8.com/highlight/detail?id=2536549339","media":"长江商报","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536549339?lang=zh_cn&edition=fundamental","pubTime":"2025-05-19 09:05","pubTimestamp":1747616746,"startTime":"0","endTime":"0","summary":"5月15日,贝壳发布2025年第一季度财务业绩报告。加大AI布局离不开研发投入,一季度,贝壳研发费用增幅较大,由2024年同期的4.67亿元增至今年第一季度的5.84亿元,同比增幅为24.9%。今年一季度,贝壳总交易额8437亿元,同比增长34.0%;净收入233亿元,同比增长42.4%;净利润8.55亿元,经调整净利润为13.93亿元。财报显示,今年第一季度,贝壳非房产交易服务业务净收入同比增长46.2%,占总净收入比例达35.9%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250519092052a4834845&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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11:39","pubTimestamp":1747539556,"startTime":"0","endTime":"0","summary":"国海证券给予贝壳控股有限公司买进的初始评级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/18113950482141.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["000750","BEKE"],"gpt_icon":0},{"id":"2536416993","title":"贝壳一季度净收入233亿元 年内将推动规模和效率并重","url":"https://stock-news.laohu8.com/highlight/detail?id=2536416993","media":"中国经营报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536416993?lang=zh_cn&edition=fundamental","pubTime":"2025-05-17 02:23","pubTimestamp":1747419787,"startTime":"0","endTime":"0","summary":"5月15日,房产经纪服务平台贝壳(NYSE:BEKE、02423.HK)发布2025年第一季度未经审计财务业绩。财报显示,一季度的市场表现延续了去年9月份政策所带来的积极影响。贝壳一季度实现总交易额(GTV)为8437亿元,同比增长34.0%;净收入233亿元,同比增长42.4%;净利润8.55亿元,同比增长98%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202505173407136980.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1188198961.HKD","BK4588","LU0244354667.USD","LU0287142896.SGD","BK4509","BEKE","BK4504","LU0359202008.SGD","LU1023057109.AUD","LU1831875114.USD","LU0359201612.USD","LU1515016050.SGD","LU0326950275.SGD","BK4526","BK4548","LU1051769294.HKD","LU0651946864.USD","LU1688375341.USD","BK4505","LU0651947912.USD","LU0359201885.HKD","LU0463099449.HKD","BK4585","LU0173614495.USD","LU1051768304.USD","BK4079"],"gpt_icon":0},{"id":"2536378287","title":"贝壳:核心业务持续跑赢市场 新兴业务聚焦组织提效","url":"https://stock-news.laohu8.com/highlight/detail?id=2536378287","media":"中金公司","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2536378287?lang=zh_cn&edition=fundamental","pubTime":"2025-05-17 00:00","pubTimestamp":1747411200,"startTime":"0","endTime":"0","summary":"2025 年一季度业绩超市场预期贝壳公布2025 年一季度业绩:收入同比增长42.4%至233 亿元,超出市场预期,主要系房产交易服务业务表现超预期;经调整净利润同比基本持平至13.9 亿元,超出市场预期,主要得益于收入超预期。发展趋势核心业务持续跑赢市场。2025 年一季度,平台存量房GTV 同比增长28.1%至5,803 亿元,新房业务GTV 同比增长53.0%至2,322 亿元,持续保持超出市场的表现。新兴业务聚焦经营提效。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250517090644a6e240d0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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目标价由25.80美元调整至24.80美元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/16232250464247.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BEKE","KE"],"gpt_icon":0},{"id":"2535395825","title":"500万元房产交易收15万元中介费?二手房中介费高过税费引争议","url":"https://stock-news.laohu8.com/highlight/detail?id=2535395825","media":"新华财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2535395825?lang=zh_cn&edition=fundamental","pubTime":"2025-05-16 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