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02423 贝壳-W
交易中 12-08 11:06:54
44.500
+0.060
+0.14%
最高
44.980
最低
44.440
成交量
155.90万
今开
44.440
昨收
44.440
日振幅
1.22%
总市值
1,510亿
流通市值
1,510亿
总股本
33.94亿
成交额
6,975万
换手率
0.05%
流通股本
33.94亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
贝壳-W(02423)12月5日斥资299.94万美元回购52.3万股
智通财经 · 07:49
贝壳-W(02423)12月5日斥资299.94万美元回购52.3万股
又出手!贝壳疯狂回购,也拯救不了萎靡的股价?
杠杆游戏 · 12-06 01:06
又出手!贝壳疯狂回购,也拯救不了萎靡的股价?
贝壳-W(02423)12月4日斥资297.08万美元回购53.04万股
智通财经 · 12-05 17:03
贝壳-W(02423)12月4日斥资297.08万美元回购53.04万股
贝壳控股(02423)更新11月股份变动月报,A股回购并注销
公告速递 · 12-04
贝壳控股(02423)更新11月股份变动月报,A股回购并注销
贝壳控股(02423)回购约53.9万股股份,总额约300万美元
公告速递 · 12-04
贝壳控股(02423)回购约53.9万股股份,总额约300万美元
贝壳控股(02423)更新翌日披露报表,回购约54.26万股A类普通股
公告速递 · 12-03
贝壳控股(02423)更新翌日披露报表,回购约54.26万股A类普通股
高管面临权责失衡拷问!
新浪财经 · 12-03
高管面临权责失衡拷问!
上海11月新房销售出炉:贝壳贝好家旗下贝涟C1位列前三
格隆汇资讯 · 12-03
上海11月新房销售出炉:贝壳贝好家旗下贝涟C1位列前三
贝壳-W(02423)12月1日斥资298.83万美元回购53.75万股
智通财经 · 12-02
贝壳-W(02423)12月1日斥资298.83万美元回购53.75万股
每日卖空追踪 | 贝壳-W 12月02日卖空量成交85.78万股,卖空比例为10.88%
市场透视 · 12-02
每日卖空追踪 | 贝壳-W 12月02日卖空量成交85.78万股,卖空比例为10.88%
百强房企11月销售数据点评:销售如期下滑 政策预期再起
西部证券 · 12-02
百强房企11月销售数据点评:销售如期下滑 政策预期再起
不动产与空间服务周评#467:11月住房销售延续10月同比
中金公司 · 12-02
不动产与空间服务周评#467:11月住房销售延续10月同比
补偿N+4?贝壳再挥裁员刀,有产研团队遭“团灭” | BUG
新浪财经 · 12-01
补偿N+4?贝壳再挥裁员刀,有产研团队遭“团灭” | BUG
贝壳-W(02423)11月28日斥资299.64万美元回购52万股
智通财经 · 12-01
贝壳-W(02423)11月28日斥资299.64万美元回购52万股
每日卖空追踪 | 贝壳-W 11月28日卖空量成交8.56万股,卖空比例为2.16%
市场透视 · 11-28
每日卖空追踪 | 贝壳-W 11月28日卖空量成交8.56万股,卖空比例为2.16%
贝壳济南"公积金直付房租"落地见效 累计支付超1100万元惠及近2000名租客
格隆汇资讯 · 11-27
贝壳济南"公积金直付房租"落地见效 累计支付超1100万元惠及近2000名租客
贝壳控股(2423)回购约52万股A类普通股,总额约300万美元
公告速递 · 11-27
贝壳控股(2423)回购约52万股A类普通股,总额约300万美元
贝壳三季度股票回购金额达2.8亿美元,董事长彭永东跻身慈善榜单前三
深读财经 · 11-27
贝壳三季度股票回购金额达2.8亿美元,董事长彭永东跻身慈善榜单前三
净利润下滑,贝壳“一体三翼”正在扛起增长大旗?
Ofweek光电信息网 · 11-27
净利润下滑,贝壳“一体三翼”正在扛起增长大旗?
贝壳控股(02423)更新翌日披露报表,单日回购逾51万股
公告速递 · 11-26
贝壳控股(02423)更新翌日披露报表,单日回购逾51万股
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公司概况
公司名称:
贝壳-W
所属市场:
SEHK
上市日期:
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主营业务:
KE Holdings Inc是一家主要从事住房交易及相关服务的控股公司。该公司经营四个分部。现房交易服务分部主要为现房销售或租赁提供代理服务,为“贝壳”平台上的经纪公司提供平台和特许经营服务以及其他交易服务。新房交易服务分部主要为房地产开发商提供新房交易和代理服务。家居装修及装饰分部提供一站式解决方案,让购房者能够获得全面的房屋装修及装饰服务,包括室内设计、装修、改造、装饰、用品到售后维护和维修。新兴及其他服务分部从事租赁物业管理服务业务、金融服务业务及其他业务。
发行价格:
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07:49","pubTimestamp":1765151378,"startTime":"0","endTime":"0","summary":"智通财经APP讯,贝壳-W(02423)发布公告,该公司于2025年12月5日斥资299.94万美元回购52.3万股股份,每股回购价格为5.69-5.76美元。","market":"sh","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://www.zhitongcaijing.com/content/detail/1378552.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_zhitongcaijing","symbols":["LU1051768304.USD","BK1097","BK4585","LU0359201885.HKD","LU1515016050.SGD","LU1688375341.USD","LU0244354667.USD","BK4526","LU0651947912.USD","LU1831875114.USD","BK4548","BK4509","LU1023057109.AUD","02423","LU0287142896.SGD","BK4079","LU0359202008.SGD","LU0173614495.USD","LU2778985437.USD","LU1188198961.HKD","BK4505","LU0326950275.SGD","LU2476274308.USD","LU1051769294.HKD","BEKE","LU0651946864.USD","BK4504","LU0359201612.USD","LU0463099449.HKD","BK4588"],"gpt_icon":0},{"id":"2589828452","title":"又出手!贝壳疯狂回购,也拯救不了萎靡的股价?","url":"https://stock-news.laohu8.com/highlight/detail?id=2589828452","media":"杠杆游戏","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589828452?lang=zh_cn&edition=full","pubTime":"2025-12-06 01:06","pubTimestamp":1764954402,"startTime":"0","endTime":"0","summary":"三季度贝壳新房交易的总交易额1,963亿元,同比减少13.7%。当然这不仅是贝壳一家的问题,也是整个行业的共同困境。贝壳近年来大力发展第二增长曲线:家装家居和房屋租赁业务,其中租赁业务收入增速可观,三季度同比大增45.3%,并实现了城市层面的初步盈利。此外,贝壳三季度研发费用为6.48亿元,同比增长13.2%,显示出其在技术,特别是AI领域的持续投入。今年贝壳回购金额也开始走高,尤其三季度回购金额创近两年来新高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251206033433a7267afa&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251206033433a7267afa&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02423","BK1097","LU2778985437.USD","LU2476274308.USD"],"gpt_icon":0},{"id":"2589898859","title":"贝壳-W(02423)12月4日斥资297.08万美元回购53.04万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2589898859","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2589898859?lang=zh_cn&edition=full","pubTime":"2025-12-05 17:03","pubTimestamp":1764925423,"startTime":"0","endTime":"0","summary":"智通财经APP讯,贝壳-W(02423)发布公告,该公司于2025年12月4日斥资297.08万美元回购53.04万股股份,每股回购价格为5.55-5.63美元。","market":"us","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://www.zhitongcaijing.com/content/detail/1378169.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1188198961.HKD","LU0463099449.HKD","LU0287142896.SGD","LU0651947912.USD","LU1051769294.HKD","LU0359201612.USD","BK4526","LU0326950275.SGD","BK4504","LU1515016050.SGD","LU2778985437.USD","LU1831875114.USD","LU1051768304.USD","LU1023057109.AUD","LU0651946864.USD","LU0173614495.USD","LU0244354667.USD","BK4505","LU2476274308.USD","LU0359202008.SGD","BK4548","BK1097","BK4588","LU0359201885.HKD","BK4509","BK4585","02423","BEKE","LU1688375341.USD","BK4079"],"gpt_icon":0},{"id":"1153017336","title":"贝壳控股(02423)更新11月股份变动月报,A股回购并注销","url":"https://stock-news.laohu8.com/highlight/detail?id=1153017336","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1153017336?lang=zh_cn&edition=full","pubTime":"2025-12-04 19:26","pubTimestamp":1764847603,"startTime":"0","endTime":"0","summary":"贝壳控股有限公司于2025年12月4日披露,截至2025年11月30日止11月股份变动月报。报告显示,公司法定注册股本仍为24,999,999,999股对应USD 500,000,未发生面值或注册股本金额变化。A股减少主要源于公司在纽约证券交易所分数批次回购的47,991,249股中,其中37,806,099股已于2025年11月13日注销,另10,185,150股尚未注销;B股减少则来自1,503,605股按一比一比例转换为A股。公司股本结构相对上月有相应减少,但法定注册股本维持不变。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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"],"gpt_icon":0},{"id":"1184628806","title":"贝壳控股(02423)回购约53.9万股股份,总额约300万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1184628806","media":"公告速递","labels":["shareholding","SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1184628806?lang=zh_cn&edition=full","pubTime":"2025-12-04 18:11","pubTimestamp":1764843093,"startTime":"0","endTime":"0","summary":"贝壳控股有限公司(02423)于2025年12月4日公布翌日披露报表,显示公司在2025年12月3日于纽约证券交易所回购539,463股A类普通股,占已发行股本约0.015%,每股买入价介乎每股5.50美元至5.58美元,合计支付约2,999,288美元。上述股份暂未注销,现时公司A类普通股仍为3,366,778,024股。\n本次回购根据2025年6月27日通过的购回授权进行。截至目前,公司已累计回购79,769,316股,占授权通过日已发行股本约2.214%。公司确认已遵守香港联合交易所有限公司证券上市规则及其他相关法规。本公告由联席公司秘书李思婷签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02423"],"gpt_icon":0},{"id":"1158280927","title":"贝壳控股(02423)更新翌日披露报表,回购约54.26万股A类普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1158280927","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1158280927?lang=zh_cn&edition=full","pubTime":"2025-12-03 17:41","pubTimestamp":1764754879,"startTime":"0","endTime":"0","summary":"贝壳控股有限公司于2025年12月3日发布翌日披露报表,公告显示公司于2025年12月2日在纽约证券交易所回购了542,613股A类普通股,约占公司当日已发行总股本的0.015%。本次回购价格区间为每股5.49美元至5.56美元,合计涉资约2,999,836美元。本次回购基于公司于2025年6月27日获股东大会通过的股份回购授权,当前回购总数量已达79,229,853股,占授权通过当日已发行股本总数的2.2%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02423"],"gpt_icon":0},{"id":"2588010838","title":"高管面临权责失衡拷问!","url":"https://stock-news.laohu8.com/highlight/detail?id=2588010838","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588010838?lang=zh_cn&edition=full","pubTime":"2025-12-03 15:04","pubTimestamp":1764745483,"startTime":"0","endTime":"0","summary":"随着贝壳官方回应的披露、第三季度财报的详细数据曝光,以及高管天价薪酬的历史争议被重新提及,这场看似简单的\"裁员风波\",实则折射出房地产行业深度调整背景下,企业转型的阵痛、利益分配的失衡与企业责任的拷问。随着传闻发酵,贝壳方面迅速作出回应。天价薪酬争议,业绩下滑下的权责失衡拷问就在贝壳净利润大幅下滑、员工面临优化调整的同时,高管团队的薪酬水平被重新拉回公众视野,引发了关于利益分配公平性的广泛讨论。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203150817978d525c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203150817978d525c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2778985437.USD","02423","BK1097","LU2476274308.USD"],"gpt_icon":0},{"id":"2588501083","title":"上海11月新房销售出炉:贝壳贝好家旗下贝涟C1位列前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2588501083","media":"格隆汇资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588501083?lang=zh_cn&edition=full","pubTime":"2025-12-03 12:17","pubTimestamp":1764735448,"startTime":"0","endTime":"0","summary":"据克而瑞上海数据,2025年11月,上海共计29盘入市,当月成交面积约33.5万㎡,环比下降约15.5%。其中,贝壳集团旗下贝好家独立操盘住宅项目贝涟C1首秀亮眼,销售面积、销售套数均位列第三名。该项目于2024年12月31日摘地,2025年10月底迎来首次开盘,其销售业绩体现在11月份的网签中,成为四季度上海楼市的一匹“黑马”。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203121749a7209949&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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19:44","pubTimestamp":1764675897,"startTime":"0","endTime":"0","summary":"智通财经APP讯,贝壳-W(02423)发布公告,于2025年12月1日该公司斥资298.83万美元回购53.75万股,回购价格为每股5.52-5.72美元。","market":"sh","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://www.zhitongcaijing.com/content/detail/1376691.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_zhitongcaijing","symbols":["LU0244354667.USD","BEKE","LU0326950275.SGD","LU0463099449.HKD","LU0359201885.HKD","BK1097","BK4548","LU0287142896.SGD","LU0173614495.USD","LU1023057109.AUD","LU1051769294.HKD","LU1688375341.USD","BK4509","BK4585","BK4504","BK4588","BK4526","BK4505","LU2476274308.USD","BK4079","LU0651946864.USD","02423","LU1188198961.HKD","LU0651947912.USD","LU2778985437.USD","LU0359201612.USD","LU1831875114.USD","LU1051768304.USD","LU1515016050.SGD","LU0359202008.SGD"],"gpt_icon":0},{"id":"2588979059","title":"每日卖空追踪 | 贝壳-W 12月02日卖空量成交85.78万股,卖空比例为10.88%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588979059","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588979059?lang=zh_cn&edition=full","pubTime":"2025-12-02 16:30","pubTimestamp":1764664228,"startTime":"0","endTime":"0","summary":"贝壳-W北京时间12月02日,跌1.71%,卖空量成交85.78万股,较上一交易日增加76.87%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202163425a4c79f8c&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202163425a4c79f8c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2476274308.USD","BK1097","02423","LU2778985437.USD"],"gpt_icon":0},{"id":"2588366830","title":"百强房企11月销售数据点评:销售如期下滑 政策预期再起","url":"https://stock-news.laohu8.com/highlight/detail?id=2588366830","media":"西部证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588366830?lang=zh_cn&edition=full","pubTime":"2025-12-02 00:00","pubTimestamp":1764604800,"startTime":"0","endTime":"0","summary":"Top100 销售额同比下降36.8%,环比下降11.7%。Top3房企当月同比跌幅最小。一二线布局房企全口径累计销售额降幅较三四线房企低约17.0pct。Top20 中绿地控股当月销售同比增速最大。行业观点:11 月百强房企销售额及销售面积环比下降,同比跌幅缩小,去年四季度的高基数叠加未有行业政策出台,导致今年同比跌幅较大。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202122937a71e4ce9&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202122937a71e4ce9&s=b","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":"tencent","symbols":["02423","03900","BK1240","BK1555"],"gpt_icon":0},{"id":"2588087463","title":"不动产与空间服务周评#467:11月住房销售延续10月同比","url":"https://stock-news.laohu8.com/highlight/detail?id=2588087463","media":"中金公司","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588087463?lang=zh_cn&edition=full","pubTime":"2025-12-02 00:00","pubTimestamp":1764604800,"startTime":"0","endTime":"0","summary":"评论11 月一、二手房销售面积同比延续10 月走势。上周中指52 城新房和Wind15 城二手房销售面积分别环比上升16%和下降1%,受高基数影响同比分别下降44%和22%;11 月新房、二手房销售面积分别较10 月下降13%、上升26%,同比分别下降42%和18%。我们看好地产股板块12-18 个月维度表现,短期3-6 个月可适度耐心。风险行业基本面超预期恶化;政策落地不及预期。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202075141a4c6a221&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202075141a4c6a221&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["03900","BK1555","00817","02423","BK1240"],"gpt_icon":0},{"id":"2588685712","title":"补偿N+4?贝壳再挥裁员刀,有产研团队遭“团灭” | BUG","url":"https://stock-news.laohu8.com/highlight/detail?id=2588685712","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588685712?lang=zh_cn&edition=full","pubTime":"2025-12-01 09:00","pubTimestamp":1764550800,"startTime":"0","endTime":"0","summary":"有贝壳集团员工向《BUG》栏目表示,产研部门裁员比例甚高,其中不乏高级别岗位。针对网传的N+4补偿方案,多位贝壳集团员工则表示属实。一位接近贝壳的人士回应称,整体裁员30%严重夸大,实不及0.5%。自2021年以来,贝壳已多次传出裁员消息。2个月后,贝壳推进新一轮裁员,涉及产研、运营、中后台等部门。2017年4月,万科作出更为重大的投资决策,以30亿元购入链家集团股权。万科选择此时清仓贝壳,与其自身面临的经营压力密切相关。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120109014695238f4d&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025120109014695238f4d&s=b","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":"tencent","symbols":["BK1521","LU2476274308.USD","BK1097","LU2778985437.USD","000002","BK1507","IE0034224299.USD","BK1555","02423","BK1240"],"gpt_icon":1},{"id":"2588716795","title":"贝壳-W(02423)11月28日斥资299.64万美元回购52万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2588716795","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588716795?lang=zh_cn&edition=full","pubTime":"2025-12-01 07:51","pubTimestamp":1764546681,"startTime":"0","endTime":"0","summary":"智通财经APP讯,贝壳-W(02423)发布公告,于2025年11月28日斥资299.64万美元回购52万股。","market":"sh","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://www.zhitongcaijing.com/content/detail/1375716.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_zhitongcaijing","symbols":["LU2778985437.USD","LU0326950275.SGD","LU2476274308.USD","BK4585","LU0651947912.USD","BK1097","LU1831875114.USD","BK4504","LU1051769294.HKD","LU1188198961.HKD","BK4079","BK4588","LU0244354667.USD","LU0651946864.USD","LU0359202008.SGD","BEKE","LU0463099449.HKD","LU1023057109.AUD","BK4548","BK4526","02423","LU0287142896.SGD","BK4509","BK4505","LU1051768304.USD","LU1515016050.SGD","LU0173614495.USD","LU0359201885.HKD","LU1688375341.USD","LU0359201612.USD"],"gpt_icon":0},{"id":"2586785797","title":"每日卖空追踪 | 贝壳-W 11月28日卖空量成交8.56万股,卖空比例为2.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586785797","media":"市场透视","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586785797?lang=zh_cn&edition=full","pubTime":"2025-11-28 16:30","pubTimestamp":1764318628,"startTime":"0","endTime":"0","summary":"贝壳-W北京时间11月28日,涨1.72%,卖空量成交8.56万股,较上一交易日减少94.25%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128164411a7171fc2&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, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128164411a7171fc2&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1097","02423","LU2778985437.USD","LU2476274308.USD"],"gpt_icon":0},{"id":"2586240726","title":"贝壳济南\"公积金直付房租\"落地见效 累计支付超1100万元惠及近2000名租客","url":"https://stock-news.laohu8.com/highlight/detail?id=2586240726","media":"格隆汇资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586240726?lang=zh_cn&edition=full","pubTime":"2025-11-27 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18:55","pubTimestamp":1764240939,"startTime":"0","endTime":"0","summary":"2025年11月27日,贝壳控股有限公司发布翌日披露报表,披露于2025年11月26日回购520,713股A类普通股。公司公告显示,本次回购价格介于每股5.71美元至5.84美元,合计付出约3,000,001美元。根据公告,公司已获授权于2025年6月27日通过回购议案,授权总数为360,216,007股,迄今累计回购数量已达77,629,818股。公司确认,上述回购活动遵守香港联合交易所有限公司证券上市规则及当地适用法规。本次公告由联席公司秘书李思婷签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02423"],"gpt_icon":0},{"id":"2586407762","title":"贝壳三季度股票回购金额达2.8亿美元,董事长彭永东跻身慈善榜单前三","url":"https://stock-news.laohu8.com/highlight/detail?id=2586407762","media":"深读财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586407762?lang=zh_cn&edition=full","pubTime":"2025-11-27 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