+关注
ximu
个人简介:看看,不买入
IP属地:北京
28
关注
1
粉丝
1
主题
0
勋章
主贴
热门
ximu
2022-06-02
什么鬼,传销吧,李彦宏,这是被忽悠折了吧
百度集度首款概念车将于8日在元宇宙平台发布
ximu
2021-11-10
文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”
贝壳三季报曝光了二手房市场有多惨
ximu
2021-07-21
标题是啥意思?
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3540550900793922,"uuid":"3540550900793922","gmtCreate":1577456879075,"gmtModify":1578020368775,"name":"ximu","pinyin":"ximu","introduction":"","introductionEn":null,"signature":"看看,不买入","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":28,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖(非转发)","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":617827475,"gmtCreate":1654181983699,"gmtModify":1704859084952,"author":{"id":"3540550900793922","authorId":"3540550900793922","name":"ximu","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"什么鬼,传销吧,李彦宏,这是被忽悠折了吧","listText":"什么鬼,传销吧,李彦宏,这是被忽悠折了吧","text":"什么鬼,传销吧,李彦宏,这是被忽悠折了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617827475","repostId":"2240231466","repostType":2,"repost":{"id":"2240231466","pubTimestamp":1654068600,"share":"https://www.laohu8.com/m/news/2240231466?lang=&edition=full","pubTime":"2022-06-01 15:30","market":"us","language":"zh","title":"百度集度首款概念车将于8日在元宇宙平台发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2240231466","media":"证券时报","summary":"【百度集度首款概念车将于8日在元宇宙平台发布】记者从百度获悉,集度首款概念车将于6月8日在百度希壤元宇宙发布。(证券时报)","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09888&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 记者从<span><a href=\"https://laohu8.com/S/BIDU\">百度</a></span><span></span>获悉,集度首款概念车将于6月8日在<span href=\"http://quote.eastmoney.com/unify/r/105.BIDU\" target=\"_blank\" web=\"1\">百度</span>希壤元宇宙发布。</p><p>(文章来源:<span>证券</span><span></span>时报)</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度集度首款概念车将于8日在元宇宙平台发布</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度集度首款概念车将于8日在元宇宙平台发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-01 15:30 北京时间 <a href=http://finance.eastmoney.com/a/202206012399308360.html><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者从百度获悉,集度首款概念车将于6月8日在百度希壤元宇宙发布。(文章来源:证券时报)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202206012399308360.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09888":"百度集团-SW","BK4077":"互动媒体与服务","BK4574":"无人驾驶","BK4526":"热门中概股","BK4579":"人工智能","BIDU":"百度","BK1095":"互动媒体与服务","BK1587":"次新股","BK4504":"桥水持仓","BK4552":"Archegos爆仓风波概念","BK4548":"巴美列捷福持仓","BK1575":"同股不同权","BK1588":"回港中概股","QNETCN":"纳斯达克中美互联网老虎指数","BK4535":"淡马锡持仓","BK4531":"中概回港概念","BK4514":"搜索引擎"},"source_url":"http://finance.eastmoney.com/a/202206012399308360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240231466","content_text":"记者从百度获悉,集度首款概念车将于6月8日在百度希壤元宇宙发布。(文章来源:证券时报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847374139,"gmtCreate":1636498976826,"gmtModify":1636498976826,"author":{"id":"3540550900793922","authorId":"3540550900793922","name":"ximu","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”","listText":"文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”","text":"文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847374139","repostId":"2182648083","repostType":2,"repost":{"id":"2182648083","pubTimestamp":1636474152,"share":"https://www.laohu8.com/m/news/2182648083?lang=&edition=full","pubTime":"2021-11-10 00:09","market":"us","language":"zh","title":"贝壳三季报曝光了二手房市场有多惨","url":"https://stock-news.laohu8.com/highlight/detail?id=2182648083","media":"媒体滚动","summary":"11月9日,贝壳公布三季度财报。三季度贝壳存量房交易GTV为3782亿元,同比下降34.3%,其中二手房交易GTV同比下降36.8%,新房交易GTV4101亿元,同比下降2.5%。遭遇断贷的二手房交易市场究竟有多惨,贝壳的三季报可见一斑。公告显示,今年三季度贝壳找房总交易成交额为8307亿元,同比下降20.9%。房贷利率下降,似乎成为本轮市场调节的转折点,刚需群体入场,能否挽回二手房市场的“惨局”?","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/front20211012ac/600/w1080h1920/20211012/56ea-9699e95d9be4605aea354dff63fe82e5.jpg\"/>\n<em><span></span></em>\n</span>\n<font><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房某部门全员被裁,公司回应:业务调整</font>\n</p><p>原标题:贝壳三季报曝光了二手房市场有多惨</p>\n<p cms-style=\"font-L isIntable \">穿越房产交易下行周期,中介机构的真正考验已经开始。11月9日,贝壳公布三季度财报。三季度贝壳存量房交易GTV为3782亿元(人民币,下同),同比下降34.3%,其中二手房交易GTV同比下降36.8%,新房交易GTV 4101亿元,同比下降2.5%。遭遇断贷的二手房交易市场究竟有多惨,贝壳的三季报可见一斑。</p>\n<p cms-style=\"font-L isIntable \"><strong>同比下降31%</strong></p>\n<p cms-style=\"font-L isIntable \">公告显示,今年三季度贝壳找房总交易成交额(GTV)为8307亿元,同比下降20.9%。其中二手房交易总价值为3782亿元,同比下降34.3%;新房交易总价值为4101亿元,同比下降2.5%;新兴和其他服务的GTV为423亿元,同比下降20.4%。</p>\n<p cms-style=\"font-L isIntable \">具体而言,今年三季度贝壳二手房交易服务的净收入为61亿元,而2020年同期为88亿元,同比下降31%。其中,三季度贝壳佣金收入为53亿元,而上一年同期为79亿元,佣金收入下滑是由于该公司旗下链家品牌的二手房交易业务的总交易额下降至1853亿元,而上一年同期为2857亿元。</p>\n<p cms-style=\"font-L isIntable \">二手房交易净收入减少,导致贝壳毛利率下降。数据显示,贝壳找房2021年三季度的毛利润为28亿元,而2020年同期为44亿元;2021年三季度的毛利率为15.2%。</p>\n<p cms-style=\"font-L isIntable \">新房交易服务的净收入较去年同期略有增长。今年三季度贝壳新房交易服务的净收入为113亿元,主要由于新屋交易佣金温和增长。不过,三季度新房交易GTV为4101亿元,同比下降2.5%。</p>\n<p cms-style=\"font-L isIntable \">贝壳营收主要有三部分:二手房交易服务、新房交易服务,以及新兴业务服务三大板块。最近两年,其新房交易服务虽异军突起,但二手房交易服务仍占据主导地位。</p>\n<p cms-style=\"font-L isIntable \">二手房交易市场惨状,贝壳三季报可见一斑。</p>\n<p cms-style=\"font-L isIntable \">对于市场变化,贝壳董事长兼CEO彭永东则示,尽管公司业务在短期受到市场下行影响,但地产市场健康发展整体态势不会改变。近期金融监管部门也多次回应市场关切,消费者合理的资金需求正在得到满足。</p>\n<p cms-style=\"font-L isIntable \"><strong>“指导价”影响有限</strong></p>\n<p cms-style=\"font-L isIntable \">2021年四季度,贝壳预计其总净收入将在145亿(23亿美元)-155亿元(24亿美元)之间,较去年同期下降约31.6%-36%。之所以延续“悲观”情绪,是因为近期调控政策的压力逐渐显现。</p>\n<p cms-style=\"font-L isIntable \">国家统计局数据显示,9月全国70个城市二手住宅销售价格指数环比涨幅为-0.2%,同比涨幅为2.4%。在连续16个月房价上涨的基础上,8月二手房价格涨幅首次为0,而9月明显出现下跌。“这和实际感受非常接近,近期部分城市二手房‘腰斩’交易态势,说明市场本身进入明显降温周期。”易居研究院智库中心研究总监严跃进表示。</p>\n<p cms-style=\"font-L isIntable \">9月二手房价格环比下跌的城市达到52个,上涨城市仅17个,另有1个城市持平,大概有3/4的城市出现了明显的降价现象。</p>\n<p cms-style=\"font-L isIntable \">今年以来,全国多地陆续出台二手房“指导价”。深圳市住房和建设局今年2月发布了3595个住宅小区二手房成交参考价,标志着深圳正式建立二手住房成交参考价格发布机制,也成为这一轮二手房指导价政策的“首试者”。</p>\n<p cms-style=\"font-L isIntable \">随后,宁波、成都、上海、无锡、北京等多个城市也发布了二手房“指导价”。但部分城市覆盖力不如深圳,也就造成城市间的差异。以北京为例,目前仅海淀房协发布了部分热点小区的二手房交易“指导价”,名单包含海淀29个重点小区,对60平方米以下小户型、60-90平方米中户型以及90平方米以上大户型给出指导价。超过挂牌指导价1%的不予挂牌。</p>\n<p cms-style=\"font-L isIntable \">“指导价政策影响有限,北京没有指导价的小区也在降价。”中原地产首席分析师张大伟表示,二手房市场放款难,已全面抑制市场活跃,特别是一二线城市,二手房占比高,当下贷款周期已超3个月,年内放款难持续,包括深圳等城市成交量已经是多年最低点。</p>\n<p cms-style=\"font-L isIntable \"><strong>房贷利率出现松动</strong></p>\n<p cms-style=\"font-L isIntable \">事实上,在一线城市中,二手房占市场交易总成交量已大大超过新房,而这些城市大多存在“去泡沫”压力。信贷政策精准有效管控,其变化也是对市场平稳的保障,近期信贷也开始出现松动。</p>\n<p cms-style=\"font-L isIntable \">贝壳研究院数据显示,10月90城中20个城市房贷利率出现下调,其中14个城市首套利率下降,14个城市二套房贷利率下降,重合的9个城市首套、二套房贷利率均下调。下调城市包括深圳、广州、中山等珠三角城市,无锡、湖州等长三角城市,除了广州、深圳外,其他多是三四线城市。</p>\n<p cms-style=\"font-L isIntable \">放款周期方面,10月90城房贷平均放款周期为74天,较上月有所延长。这主要是由于放款动作与利率调整存在一定时差,10月银行发放的贷款多为前几个月签约的单子。从局部城市看,上海、芜湖、南宁、烟台、郑州、株洲等城市放款周期较9月有所缩短。</p>\n<p cms-style=\"font-L isIntable \">9月底以来央行多次释放积极信号,预计四季度住房信贷的投放将回归“平稳有序”,对首套置业客群、卖一买一的改善客群予以保障和支持。一方面房贷利率下调的城市范围将扩大,另一方面放款周期将有所缩短。信贷环境的边际改善有利于市场预期改善,带动刚需群体入市启动换房链条,利于市场平稳健康发展。</p>\n<p cms-style=\"font-L isIntable \">房贷利率下降,似乎成为本轮市场调节的转折点,刚需群体入场,能否挽回二手房市场的“惨局”?北京商报记者 王寅浩(北京商报)</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>贝壳三季报曝光了二手房市场有多惨</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贝壳三季报曝光了二手房市场有多惨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 00:09 北京时间 <a href=https://tech.sina.cn/2021-11-10/detail-iktzscyy4606780.d.html?vt=4><strong>媒体滚动</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>贝壳找房某部门全员被裁,公司回应:业务调整\n原标题:贝壳三季报曝光了二手房市场有多惨\n穿越房产交易下行周期,中介机构的真正考验已经开始。11月9日,贝壳公布三季度财报。三季度贝壳存量房交易GTV为3782亿元(人民币,下同),同比下降34.3%,其中二手房交易GTV同比下降36.8%,新房交易GTV 4101亿元,同比下降2.5%。遭遇断贷的二手房交易市场究竟有多惨,贝壳的三季报可见一斑。\n同比...</p>\n\n<a href=\"https://tech.sina.cn/2021-11-10/detail-iktzscyy4606780.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20211109/1dda-fc65789ce336d2283af01a1cd704eee4.jpg/w120h90l50t1259.jpg","relate_stocks":{"BEKE":"贝壳"},"source_url":"https://tech.sina.cn/2021-11-10/detail-iktzscyy4606780.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182648083","content_text":"贝壳找房某部门全员被裁,公司回应:业务调整\n原标题:贝壳三季报曝光了二手房市场有多惨\n穿越房产交易下行周期,中介机构的真正考验已经开始。11月9日,贝壳公布三季度财报。三季度贝壳存量房交易GTV为3782亿元(人民币,下同),同比下降34.3%,其中二手房交易GTV同比下降36.8%,新房交易GTV 4101亿元,同比下降2.5%。遭遇断贷的二手房交易市场究竟有多惨,贝壳的三季报可见一斑。\n同比下降31%\n公告显示,今年三季度贝壳找房总交易成交额(GTV)为8307亿元,同比下降20.9%。其中二手房交易总价值为3782亿元,同比下降34.3%;新房交易总价值为4101亿元,同比下降2.5%;新兴和其他服务的GTV为423亿元,同比下降20.4%。\n具体而言,今年三季度贝壳二手房交易服务的净收入为61亿元,而2020年同期为88亿元,同比下降31%。其中,三季度贝壳佣金收入为53亿元,而上一年同期为79亿元,佣金收入下滑是由于该公司旗下链家品牌的二手房交易业务的总交易额下降至1853亿元,而上一年同期为2857亿元。\n二手房交易净收入减少,导致贝壳毛利率下降。数据显示,贝壳找房2021年三季度的毛利润为28亿元,而2020年同期为44亿元;2021年三季度的毛利率为15.2%。\n新房交易服务的净收入较去年同期略有增长。今年三季度贝壳新房交易服务的净收入为113亿元,主要由于新屋交易佣金温和增长。不过,三季度新房交易GTV为4101亿元,同比下降2.5%。\n贝壳营收主要有三部分:二手房交易服务、新房交易服务,以及新兴业务服务三大板块。最近两年,其新房交易服务虽异军突起,但二手房交易服务仍占据主导地位。\n二手房交易市场惨状,贝壳三季报可见一斑。\n对于市场变化,贝壳董事长兼CEO彭永东则示,尽管公司业务在短期受到市场下行影响,但地产市场健康发展整体态势不会改变。近期金融监管部门也多次回应市场关切,消费者合理的资金需求正在得到满足。\n“指导价”影响有限\n2021年四季度,贝壳预计其总净收入将在145亿(23亿美元)-155亿元(24亿美元)之间,较去年同期下降约31.6%-36%。之所以延续“悲观”情绪,是因为近期调控政策的压力逐渐显现。\n国家统计局数据显示,9月全国70个城市二手住宅销售价格指数环比涨幅为-0.2%,同比涨幅为2.4%。在连续16个月房价上涨的基础上,8月二手房价格涨幅首次为0,而9月明显出现下跌。“这和实际感受非常接近,近期部分城市二手房‘腰斩’交易态势,说明市场本身进入明显降温周期。”易居研究院智库中心研究总监严跃进表示。\n9月二手房价格环比下跌的城市达到52个,上涨城市仅17个,另有1个城市持平,大概有3/4的城市出现了明显的降价现象。\n今年以来,全国多地陆续出台二手房“指导价”。深圳市住房和建设局今年2月发布了3595个住宅小区二手房成交参考价,标志着深圳正式建立二手住房成交参考价格发布机制,也成为这一轮二手房指导价政策的“首试者”。\n随后,宁波、成都、上海、无锡、北京等多个城市也发布了二手房“指导价”。但部分城市覆盖力不如深圳,也就造成城市间的差异。以北京为例,目前仅海淀房协发布了部分热点小区的二手房交易“指导价”,名单包含海淀29个重点小区,对60平方米以下小户型、60-90平方米中户型以及90平方米以上大户型给出指导价。超过挂牌指导价1%的不予挂牌。\n“指导价政策影响有限,北京没有指导价的小区也在降价。”中原地产首席分析师张大伟表示,二手房市场放款难,已全面抑制市场活跃,特别是一二线城市,二手房占比高,当下贷款周期已超3个月,年内放款难持续,包括深圳等城市成交量已经是多年最低点。\n房贷利率出现松动\n事实上,在一线城市中,二手房占市场交易总成交量已大大超过新房,而这些城市大多存在“去泡沫”压力。信贷政策精准有效管控,其变化也是对市场平稳的保障,近期信贷也开始出现松动。\n贝壳研究院数据显示,10月90城中20个城市房贷利率出现下调,其中14个城市首套利率下降,14个城市二套房贷利率下降,重合的9个城市首套、二套房贷利率均下调。下调城市包括深圳、广州、中山等珠三角城市,无锡、湖州等长三角城市,除了广州、深圳外,其他多是三四线城市。\n放款周期方面,10月90城房贷平均放款周期为74天,较上月有所延长。这主要是由于放款动作与利率调整存在一定时差,10月银行发放的贷款多为前几个月签约的单子。从局部城市看,上海、芜湖、南宁、烟台、郑州、株洲等城市放款周期较9月有所缩短。\n9月底以来央行多次释放积极信号,预计四季度住房信贷的投放将回归“平稳有序”,对首套置业客群、卖一买一的改善客群予以保障和支持。一方面房贷利率下调的城市范围将扩大,另一方面放款周期将有所缩短。信贷环境的边际改善有利于市场预期改善,带动刚需群体入市启动换房链条,利于市场平稳健康发展。\n房贷利率下降,似乎成为本轮市场调节的转折点,刚需群体入场,能否挽回二手房市场的“惨局”?北京商报记者 王寅浩(北京商报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178448016,"gmtCreate":1626834001435,"gmtModify":1626834001435,"author":{"id":"3540550900793922","authorId":"3540550900793922","name":"ximu","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"标题是啥意思?","listText":"标题是啥意思?","text":"标题是啥意思?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178448016","repostId":"2152696536","repostType":2,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":847374139,"gmtCreate":1636498976826,"gmtModify":1636498976826,"author":{"id":"3540550900793922","authorId":"3540550900793922","name":"ximu","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”","listText":"文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”","text":"文章写的真是答非所问,北京海淀区指导价,可以直面问题,指导价前的挂牌量,成交量,成交价格,以及指导价后,挂牌量,成交量,成交价格。而不是答“没有指导价的小区也在降价”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/847374139","repostId":"2182648083","repostType":2,"isVote":1,"tweetType":1,"viewCount":868,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617827475,"gmtCreate":1654181983699,"gmtModify":1704859084952,"author":{"id":"3540550900793922","authorId":"3540550900793922","name":"ximu","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"什么鬼,传销吧,李彦宏,这是被忽悠折了吧","listText":"什么鬼,传销吧,李彦宏,这是被忽悠折了吧","text":"什么鬼,传销吧,李彦宏,这是被忽悠折了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617827475","repostId":"2240231466","repostType":2,"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":178448016,"gmtCreate":1626834001435,"gmtModify":1626834001435,"author":{"id":"3540550900793922","authorId":"3540550900793922","name":"ximu","avatar":"https://static.tigerbbs.com/73767118946ea6c0cca7ebed2b7fd785","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"标题是啥意思?","listText":"标题是啥意思?","text":"标题是啥意思?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178448016","repostId":"2152696536","repostType":2,"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}