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- 看不起的还看不起的还
  ·2024-05-08
  拿我们经纪人的钱，去给股东分红，还好意思说诚意
  贝壳的诚意：回购加分红
  自去年起，贝壳已实施数轮股份回购及分红计划，将有效增强资本市场对贝壳的信心与稳定性。进入2024年，贝壳公司持续增强其股份回购计划。根据GPLP的初步估算，仅在4月份，贝壳已回购超过1亿美元的股份。为了满足这一要求，2022年在港上市时，贝壳向其联合创始人彭永东和单一刚授予了限制性股票，并对这些股票的处置权和分红权施加了严格限制。
  贝壳的诚意：回购加分红
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- 看不起的还看不起的还
  ·2023-12-20
  $44135(44135)$ 这个股怎么样了？
  2,543 评论
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- 看不起的还看不起的还
  ·2021-02-11
  $Sundial Growers Inc.(SNDL)$能把这几年的帐清了
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- 看不起的还看不起的还
  ·2021-01-31
  $Advaxis Inc.(ADXS)$唯一一个
  2,372 评论
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- 看不起的还看不起的还
  ·2021-01-31
  $Sundial Growers Inc.(SNDL)$看到大家这么团结我也放心了，周一继续买买买
  3,055 评论
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- 看不起的还看不起的还
  ·2021-01-11
  $Advaxis Inc.(ADXS)$111
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- 看不起的还看不起的还
  ·2020-08-08
  $承兴国际控股(02662)$啥时候开盘呀
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- 看不起的还看不起的还
  ·2019-11-26
  $雅高控股(03313)$ 这货要玩啦
  2,427 评论
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- 看不起的还看不起的还
  ·2019-11-25
  $阿里巴巴-SW(09988)$ 中了一手，有点少
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- 看不起的还看不起的还
  ·2019-11-04
  厉害，，，，，，
  2,646 评论
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href=\"https://laohu8.com/S/BEKE\">贝壳</a>表现出了稳健。据贝壳财报显示，其2023年总交易额（GTV）为3.14万亿元，同比增长20.4%；净收入为778亿元，同比增长28.2%；<span>净利润</span>达58.90亿元。</p><p>2023年，房地产市场继续保持相对低迷的态势。根据统计数据，全年全国住宅投资达到83820亿元，同比减少9.3%；住宅施工总面积为589884万平方米，下滑7.7%，其中，住宅新开工面积为69286万平方米，降幅达20.9%。</p><p>在市场波动性调整、观望气氛较为浓厚的背景下，贝壳取得的显著业绩无疑让人感到惊喜。</p><p>贝壳之前启动了“一体两翼”战略计划，并在去年7月将其升级为“一体三翼”战略。通过这一系列战略调整，贝壳成功实现了业务的稳健，重新回到了发展的车道。</p><p>在成功“翻山”之后，贝壳在2024年的春天，所做的第一件事就是回馈股东。</p><p><strong>持续<span>回购</span><span>分红</span>，与股东共享长期价值</strong></p><p>在实现业绩稳定增长的同时，贝壳始终致力于保障股东的权益。</p><p>在发布第四季度及全年财报的同时，贝壳宣布向股东派发2023年末期现金分红，总金额约为4亿美元，将由公司<span>资产负债表</span>上的盈余现金支付。</p><p>事实上，这已经是贝壳自去年9月首次进行了约2亿美元的特别分红后，时隔六个月再次大手笔分红，展现出其不俗的盈利能力。</p><p>与此同时，贝壳于2022年9月启动<span>股份回购</span>计划，2023年全年，其<span>股票回购</span>总额约为7.2亿美元，累计回购股数占回购项目启动前公司已发行总股本的3.70%，且已全部注销。分红加回购全年股东回报金额达到约13.2亿美金，占2023年净利润比例约159%。</p><p>对于投资者来说，注销式回购，在财务效应方面可以提升<span>每股收益</span>和每股现金等指标，是对股东利益的积极维护。</p><p>这一点在美国股市表现得尤为明显。美股之所以能够长期保持牛市格局，主要得益于大股东积极回购并注销股票的行为。以苹果公司为例，在2012年至2022年的十年间，该公司累计回购股票5720亿美元，这成为推动其市值突破2万亿美元的关键因素。更极端的例子还有巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>公司，尽管从不分红，但在过去十年间，该公司回购了近800亿美元的伯克希尔股票。</p><p>自去年起，贝壳已实施数轮股份回购及分红计划，将有效增强资本市场对贝壳的信心与稳定性。面对波动的外部环境，给市场更确定性的回报。</p><p>此举不仅充分展示了管理层对公司未来的坚定信心，还向股东持续释放长期价值。同时，这也反映了贝壳拥有充足的现金流和较高的财务安全边际，在不稳定的市场环境中无疑是一个备受青睐的优质投资标的。</p><p>进入2024年，贝壳公司持续增强其股份回购计划。根据GPLP的初步估算，仅在4月份，贝壳已回购超过1亿美元的股份。其中，4月15日至4月18日期间，贝壳连续四天投入1000万美元进行回购，充分展现了其对公司未来长期发展的坚定信心。</p><p><strong>坚持长期主义，管理层与公司利益高度绑定</strong></p><p>贝壳2023年的优秀财务表现，也令不少人关注其另一个数据，即高管的薪酬。有人指出，2022年度贝壳联合创始人、董事长、首席执行官彭永东薪酬高增长了55倍，联合创始人单一刚的薪酬也增长了52倍，并因此被质疑。</p><p>事实上，上市公司高管薪酬组合包括薪金、津贴及实物福利、绩效奖金、股份支付薪酬费用以及退休金计划供款等几个方面。</p><p>所以，并没有市场传言的那么夸张。举例来说，2018到2020三年间，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克3年内获得总薪酬超过130亿美元，远超各大公司CEO，位列第一。不过，事实上马斯克在这三年内领取的基本薪酬总计仅为8万美元，其他绝大部分薪酬来源于特斯拉授予他的股票期权。</p><p>需要注意的是，贝壳授予高管一定的股份支付薪酬费用，除了将其与公司利益深度绑定外，还有一个必要的原因，即据联交所的上市规则，要求具有WVR（不同投票权）架构的公司，其WVR持有人（即拥有超级投票权的股东）所持有的股份所对应的经济利益必须不低于10%。为了满足这一要求，2022年在港上市时，贝壳向其联合创始人彭永东和单一刚授予了限制性股票，并对这些股票的处置权和<span>分红权</span>施加了严格限制。</p><p>此外，大家在年报上所看到的股权费用数据，是根据美国会计准则（US GAAP）进行会计记账的。与其他上市公司相同，可以选择采用加速摊销法或直线摊销法进行记账。但这并不意味着实际发生的股权费用就是报表上所显示的数据。</p><p>这样来看，股份支付薪酬费用还仅仅是“纸面财富”，且与公司的发展息息相关，简单来说，“干得好，未来才有机会拿到更多”。</p><p>值得注意的是，贝壳港股上市4年来，贝壳CEO彭永东、执行董事单一刚从未有过减持行为。纵观中概股和港股公司，企业高管在上市将近四年没有减持过的情况属实不多。</p><p>这种情况下，再看贝壳的高管薪酬体系设计，就可以发现其长期价值。在管理层的带领下，贝壳不仅在逆市中稳健前行，更实现了与公司长期利益的绑定。</p><p><strong>做对投资者好、对行业、对客户好的好公司</strong></p><p>在快速变化的环境中，贝壳始终保持着敏锐的洞察力和强大的适应能力。过去一年，贝壳在产品模式、需求理解、服务者质效、跨赛道协同、合作开放、底层业务认知、风险管理、股东回报等各个维度均取得了显著的成就，这些进步源于公司对行业、客户、监管和股东需求的深入理解，以及对自身使命的坚定践行。</p><p>在产品模式上，贝壳持续创新，优化产品线，提升服务质量和效率，并加强跨赛道合作，为客户提供全面价值体验。在服务者质效上，贝壳严格培训考核，确保专业技能，提供优质居住服务。</p><p>在风险管理上，贝壳建立风险管理体系，应对市场波动，保障稳健发展，创造稳定股东回报。在股东回报上，贝壳积极承担社会责任，提高业绩，分红回馈股东信任。</p><p>贝壳的进化源于对行业的深刻理解、对客户需求的高度关注、对监管要求的严格遵守以及对股东利益的重视。在未来，贝壳将继续秉承“更美好的居住”的使命，不断创新、进取，为客户、员工、股东和社会创造更多价值。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050709583787da73da&s=b><strong>GPLP犀牛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：七佰2023年，贝壳表现出了稳健。据贝壳财报显示，其2023年总交易额（GTV）为3.14万亿元，同比增长20.4%；净收入为778亿元，同比增长28.2%；净利润达58.90亿元。2023年，房地产市场继续保持相对低迷的态势。根据统计数据，全年全国住宅投资达到83820亿元，同比减少9.3%；住宅施工总面积为589884万平方米，下滑7.7%，其中，住宅新开工面积为69286万平方米，降幅...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050709583787da73da&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1097":"房地产服务","02423":"贝壳-W","BEKE":"贝壳"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050709583787da73da&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2433262467","content_text":"作者：七佰2023年，贝壳表现出了稳健。据贝壳财报显示，其2023年总交易额（GTV）为3.14万亿元，同比增长20.4%；净收入为778亿元，同比增长28.2%；净利润达58.90亿元。2023年，房地产市场继续保持相对低迷的态势。根据统计数据，全年全国住宅投资达到83820亿元，同比减少9.3%；住宅施工总面积为589884万平方米，下滑7.7%，其中，住宅新开工面积为69286万平方米，降幅达20.9%。在市场波动性调整、观望气氛较为浓厚的背景下，贝壳取得的显著业绩无疑让人感到惊喜。贝壳之前启动了“一体两翼”战略计划，并在去年7月将其升级为“一体三翼”战略。通过这一系列战略调整，贝壳成功实现了业务的稳健，重新回到了发展的车道。在成功“翻山”之后，贝壳在2024年的春天，所做的第一件事就是回馈股东。持续回购分红，与股东共享长期价值在实现业绩稳定增长的同时，贝壳始终致力于保障股东的权益。在发布第四季度及全年财报的同时，贝壳宣布向股东派发2023年末期现金分红，总金额约为4亿美元，将由公司资产负债表上的盈余现金支付。事实上，这已经是贝壳自去年9月首次进行了约2亿美元的特别分红后，时隔六个月再次大手笔分红，展现出其不俗的盈利能力。与此同时，贝壳于2022年9月启动股份回购计划，2023年全年，其股票回购总额约为7.2亿美元，累计回购股数占回购项目启动前公司已发行总股本的3.70%，且已全部注销。分红加回购全年股东回报金额达到约13.2亿美金，占2023年净利润比例约159%。对于投资者来说，注销式回购，在财务效应方面可以提升每股收益和每股现金等指标，是对股东利益的积极维护。这一点在美国股市表现得尤为明显。美股之所以能够长期保持牛市格局，主要得益于大股东积极回购并注销股票的行为。以苹果公司为例，在2012年至2022年的十年间，该公司累计回购股票5720亿美元，这成为推动其市值突破2万亿美元的关键因素。更极端的例子还有巴菲特的伯克希尔公司，尽管从不分红，但在过去十年间，该公司回购了近800亿美元的伯克希尔股票。自去年起，贝壳已实施数轮股份回购及分红计划，将有效增强资本市场对贝壳的信心与稳定性。面对波动的外部环境，给市场更确定性的回报。此举不仅充分展示了管理层对公司未来的坚定信心，还向股东持续释放长期价值。同时，这也反映了贝壳拥有充足的现金流和较高的财务安全边际，在不稳定的市场环境中无疑是一个备受青睐的优质投资标的。进入2024年，贝壳公司持续增强其股份回购计划。根据GPLP的初步估算，仅在4月份，贝壳已回购超过1亿美元的股份。其中，4月15日至4月18日期间，贝壳连续四天投入1000万美元进行回购，充分展现了其对公司未来长期发展的坚定信心。坚持长期主义，管理层与公司利益高度绑定贝壳2023年的优秀财务表现，也令不少人关注其另一个数据，即高管的薪酬。有人指出，2022年度贝壳联合创始人、董事长、首席执行官彭永东薪酬高增长了55倍，联合创始人单一刚的薪酬也增长了52倍，并因此被质疑。事实上，上市公司高管薪酬组合包括薪金、津贴及实物福利、绩效奖金、股份支付薪酬费用以及退休金计划供款等几个方面。所以，并没有市场传言的那么夸张。举例来说，2018到2020三年间，特斯拉CEO马斯克3年内获得总薪酬超过130亿美元，远超各大公司CEO，位列第一。不过，事实上马斯克在这三年内领取的基本薪酬总计仅为8万美元，其他绝大部分薪酬来源于特斯拉授予他的股票期权。需要注意的是，贝壳授予高管一定的股份支付薪酬费用，除了将其与公司利益深度绑定外，还有一个必要的原因，即据联交所的上市规则，要求具有WVR（不同投票权）架构的公司，其WVR持有人（即拥有超级投票权的股东）所持有的股份所对应的经济利益必须不低于10%。为了满足这一要求，2022年在港上市时，贝壳向其联合创始人彭永东和单一刚授予了限制性股票，并对这些股票的处置权和分红权施加了严格限制。此外，大家在年报上所看到的股权费用数据，是根据美国会计准则（US 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