贝壳-W(02423)发布公告，于2025年11月19日，该公司斥资约300万美元回购53.6万股股份，每股回购价 5.53-5.65美元。 ...

智通财经APP讯，贝壳-W(02423)发布公告，于2025年11月19日，该公司斥资约300万美元回购53.6万股 股份，每股回购价5.53-5.65美元。 ...

格隆汇11月20日丨贝壳-W(02423.HK)发布公告，2025年11月19日耗资300万美元回购53.60万股，每股回 购价5.53-5.65美元。 ...

表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年11月20日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | 每股發行/出售價 (註4) | 已發行股份總 ...

| BEKE 贝壳 | | | | --- | --- | --- | | 16 800 + +0.170 +1.02% | | 收盘价 11/19 15:59 美东 | | 17.350 + 0.550 +3.27% | | 盘前价 11/20 04:22 美东 | | 三五 24 4 8 8 8 日 0 | | ● 快捷交易 | | 最高价 16.955 | 开盘价 16.630 | 成交量 542.73万 | | 最低价 16.595 | 昨收价 16.630 | 成交额 9119.4万 | | 平均价 16.802 | 市空室 M 40.19 | 总市值 191.15亿 (1) | | 振 幅 2.17% | 市盈率(静) 34.64 | 总股本 11.38亿 | | 换手率 0.79% | 市净率 2.003 | 流通值 115.73亿 | | 52周最高 24.648 | 委 比 -98.75% | 流通股 6.89亿 | | 52周最低 15.385 | 量 比 1.06 | 色 手 1股 | | 历史景高 75.056 | 股息TIM 0.368 | 换股比率 3.00 | | 历史最低 6. ...

Core Viewpoint - Beike-W (02423) experienced a significant increase of over 6%, with a current price of HKD 46.24 and a trading volume of HKD 447 million, following the release of its third-quarter performance report [1] Financial Performance - In the third quarter, Beike reported a total transaction volume (GTV) of RMB 736.7 billion, with net revenue increasing by 2.1% to RMB 23.1 billion [1] - The net profit for the quarter was RMB 747 million, while the adjusted net profit reached RMB 1.286 billion, indicating a positive performance [1] - According to Bank of America Securities, Beike's third-quarter revenue of RMB 23.1 billion grew by 2% year-on-year, aligning with market consensus, while the adjusted net profit of RMB 1.3 billion exceeded expectations [1] Share Buyback Activity - In the third quarter of 2025, Beike's share buyback amount reached USD 281 million, marking the highest quarterly buyback in nearly two years [1] - As of the end of the third quarter of 2025, the total buyback amount for the fiscal year reached USD 675 million, reflecting a year-on-year increase of 15.7% [1] - Since initiating the buyback program in September 2022, Beike has repurchased approximately USD 2.3 billion worth of shares, representing 11.5% of the total shares outstanding prior to the buyback [1]

智通财经APP获悉，贝壳-W(02423)拉升逾6%，截至发稿，涨6.01%，报46.24港元，成交额4.47亿港 元。 中泰证券则表示，贝壳2025年三季度回购金额达2.81亿美元，单季回购金额创近两年新高。此外，截至 2025年三季度末，公司在2025年度已回购6.75亿美元，较上年同期增长15.7%。自2022年9月开启回购以 来，公司已累计回购约23亿美元，回购股数占回购前总股本的比例为11.5%。整体来看，公司回购规模 扩大，彰显对未来的发展信心，同时，也将持续提升股东回报。 消息面上，贝壳近期发布业绩，第三季度总交易额(GTV)达7367亿元，净收入增长2.1%至231亿元，净 利润7.47亿元，经调整净利润12.86亿元。美银证券发表研报指，贝壳第三季营收为231亿元，同比增长 2%，符合市场共识；调整后净利润13亿元，优于预期；家居装修与租赁业务均开始产生显著利润。 ...

Core Insights - The housing rental market is entering a traditional off-season, with a significant decline in online rental demand across 40 cities in October, down 14% month-on-month [1] - Major cities like Beijing and Shanghai experienced a drop of over 8% in rental demand, while second-tier cities such as Tianjin and Taiyuan saw declines exceeding 25% [1] - The user base for rental searches has gradually surpassed that of new home searches in the online housing market [1] Summary by Categories Rental Demand - The primary reason for the decline in rental demand is the conclusion of traditional peak rental seasons, such as graduation and job entry periods in the third quarter, leading to a reduced influx of new renters like fresh graduates and migrant workers [1] - Additionally, labor mobility has slowed due to industrial upgrades in certain cities, and local rental demand has stabilized under the "work-live balance" policy, contributing to an overall seasonal low in demand [1] Rental Prices - According to data from the China Index Academy, the average monthly rent for residential properties in 50 key cities in October was 34.57 yuan per square meter, reflecting a month-on-month decrease of 0.49% [1] - Cumulatively, the average rent in these cities has decreased by 2.45% over the first ten months of the year, with the decline rate widening by 0.38 percentage points compared to the same period in 2024 [1]

Group 1 - The company, Beike-W (02423), announced a share repurchase plan, committing to buy back 544,200 shares for a total expenditure of $3 million [1]

FF305 第 1 頁 共 7 頁 v 1.3.0 表格類別： 股票 狀態： 新提交 公司名稱： 貝殼控股有限公司 呈交日期： 2025年11月19日 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 不同投票權架構公司普通股 | 股份類別 A | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02423 | 說明 | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | 事件 | 已發行股份（不包括庫存股份）變動 | | 庫存股份變動 | 每股發行/出售價 (註4) | 已發行股份總數 | | | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前的現有已發 行股份（不包括庫存股 份）數目百分比 (註3) | 庫存股份數目 | | | | 於下列日期開始時的結存(註1) | 2025年11月17日 | 3,366,778,024 | | 0 | | 3,366,778,024 | | 1). 其他 (請註明) | | | % | | | | | ...