贝壳关于浑水做空报告的详细回应

贝壳找房2021-12-17

科技驱动的新居住服务商贝壳找房针对浑水公司在一份报告中的指控，于今日发布以下声明。周四，浑水公司发布了一份针对贝壳的做空报告。根据对报告的初步审阅和评估，公司认为该报告毫无事实依据，存在大量事实错误、未经证实的陈述以及误导性猜测和解读。报告也显示出浑水对中国的房产交易行业缺乏基本的认知。关于新房交易GTV和收入。浑水抓取交易量数据的方法是错误的，其对于贝壳的新房交易GTV和收入的计算存在严重...

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精彩评论

嘞撸虎7
2021-12-19
嘞撸虎7
阅
Sam Ang
2021-12-18
Sam Ang
阅
真的英雄
2021-12-18
真的英雄
制造新闻，找散户接盘，股东套现，韭菜冲进去做多做空，最终都是玩蛋
顺盈
2021-12-17
顺盈
想想高途就知道了，浑水做空还反拉2个月，然后见顶阴跌，贝壳这个位置拉起跌下去
- 看看叫:
  看样子要打持久战
- LNM888:
  ok
_无解_
2021-12-17
_无解_
房地产相关水分有多大，各位心里都明镜吧
嘞撸虎7
2021-12-17
嘞撸虎7
阅

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和2.77%。二季度和第三季度的新房交易服务收入分别为139亿元和113亿元。同时，第二季度和第三季度向新房收入回款分别为138亿元和148亿元。\n关于存量房交易GTV和收入。浑水抓取的交易量数据严重失实且存在遗漏。它的数据并非来自于公司的真正数据，所以其计算的存量房交易GTV和收入都是错误的。同时，浑水并未使用贝壳真正的存量房套均价，而是选取了来自CRE的外部套均价格进行模糊替代。同时，它利用5月25日到8月8日这76天收集的数据来模拟公司整个2021年第二季度的GTV的做法，存在很强的主观臆断性及误导性。比如，为反映市场的波动情况，浑水在模拟二季度二手房交易GTV时将数值上调了9.66%。实际上，由于市场下行影响，公司存量房交易GTV在第三季度较第二季度下降42.0%。如公司此前披露，2021年第二季度和第三季度公司存量房交易GTV分别为6,520亿元和3,782亿元。第二季度和第三季度存量房交易服务收入分别为96亿元和61亿元。\n关于门店数和经纪人数。报告中提到的贝壳门店数和经纪人数的衡量方法存在比较明显的瑕疵。这是由于它的信息源是不完整的。贝壳App首页“找经纪人”功能无法找到新房专岗经纪人，这一类经纪人可以在 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