KE Holdings Inc. (BEKE) Q3 2024 Earnings Call Transcript Summary
KE Holdings Inc. (BEKE) Q3 2024 Earnings Call Transcript Summary
GAAP net income was RMB1.2 billion, slightly down by 0.2% year-over-year, while non-GAAP net income decreased by 17.5% to RMB1.8 billion.The following is a summary of the KE Holdings Inc. (BEKE) Q3 2024 Earnings Call Transcript:
以下是贝壳公司（BEKE）2024年第三季度业绩会实录的摘要：
Financial Performance:
财务表现：
KE Holdings reported a total GTV of RMB736.8 billion in Q3 2024, reflecting a 12.5% year-over-year increase.
Net revenue reached RMB22.6 billion, a 26.8% increase from the previous year.
GAAP net income was RMB1.2 billion, slightly down by 0.2% year-over-year, while non-GAAP net income decreased by 17.5% to RMB1.8 billion.
贝壳在2024年第三季度报告的总交易量为7368亿人民币，同比增长12.5%。
净营业收入达到226亿人民币，比去年增长26.8%。
按照公认会计原则计算的净利润为12亿人民币，同比下降0.2%，而非GAAP净利润则下降17.5%，降至18亿人民币。
Business Progress:
业务进展：
KE Holdings expanded its active store count by 14.6% year-over-year, adding nearly 6,000 stores, reaching over 46,800 active stores.
The company grew the number of active agents to over 420,000, an addition of 24,000 agents from the previous year.
Revenue from home renovation and furnishing, and home rental services grew by approximately 33% and 118% year-over-year, respectively.
Significant improvements were made in store and platform operating efficiencies, including a new leadership committee and CEO appointments for strategic business lines.
贝壳的活跃门店数量同比增长14.6%，新增近6000家门店，活跃门店总数超过46800家。
公司活跃代理商人数增长到超过420,000名，比去年增加了24,000名代理商。
房屋装修和家具、房屋租赁服务的营业收入同比增长了约33%和118%。
在门店和平台运营效率方面取得了显著改善，包括新设立的领导委员会和针对战略业务线的首席执行官任命。
Opportunities:
机会：
The company's market expansion is supported by strong performance in home transaction services, with existing and new home transactions showing robust growth.
Opportunities in home renovation and rental services are expanding, with revenues approaching RMB10 billion in these sectors.
公司的市场扩展得益于房屋交易服务的强劲表现，现有和新房交易显示出强劲的增长。
房屋装修和租赁服务的机会正在扩大，这些领域的营业收入接近人民币100亿。
Risks:
风险：
The fluctuating real estate market poses a risk, although recent positive governmental policies have started showing signs of market stabilization.
波动的房地产业市场带来了风险，尽管近期正面的政府政策已经开始显现出市场稳定的迹象。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。
