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:
以下是貝殼公司（BEKE）2024年第三季度業績會實錄的摘要：
Financial Performance:
財務表現：
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.
貝殼在2024年第三季度報告的總交易量爲7368億人民幣，同比增長12.5%。
淨營業收入達到226億人民幣，比去年增長26.8%。
按照公認會計原則計算的淨利潤爲12億人民幣，同比下降0.2%，而非GAAP淨利潤則下降17.5%，降至18億人民幣。
Business Progress:
業務進展：
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.
貝殼的活躍門店數量同比增長14.6%，新增近6000家門店，活躍門店總數超過46800家。
公司活躍代理商人數增長到超過420,000名，比去年增加了24,000名代理商。
房屋裝修和傢俱、房屋租賃服務的營業收入同比增長了約33%和118%。
在門店和平台運營效率方面取得了顯著改善，包括新設立的領導委員會和針對戰略業務線的首席執行官任命。
Opportunities:
機會：
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.
公司的市場擴展得益於房屋交易服務的強勁表現，現有和新房交易顯示出強勁的增長。
房屋裝修和租賃服務的機會正在擴大，這些領域的營業收入接近人民幣100億。
Risks:
風險：
The fluctuating real estate market poses a risk, although recent positive governmental policies have started showing signs of market stabilization.
波動的房地產業市場帶來了風險，儘管近期正面的政府政策已經開始顯現出市場穩定的跡象。
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。內容準確性無法完全保證。如需更全面詳情，請參閱IR網站。本文僅供投資者參考，不具有任何指導或推薦建議。
