唯品会周一盘中大跌8.28%,引发市场关注。分析指出,公司当日发布的2024年第四季度业绩显示,营收和利润等关键指标出现不同程度的下滑,GMV增速放缓令市场失望,拖累公司股价应声大跌。
具体来看,唯品会2024年第四季度营收同比下滑4.18%至332.24亿元,低于市场预期。公司归属于母公司股东的净利润同比下滑17.12%至24.47亿元。尽管总GMV实现同比增长0.6%至2093亿元,但增速远低于此前市场预期。
消费增长放缓以及市场竞争加剧,令唯品会活跃用户和订单数量出现回落。期内,唯品会活跃用户数量同比下滑3.1%至8470万,订单总数同比减少6.7%至7.58亿单。同时,促销活动及成本优化有限也令毛利率有所下降。
分析人士指出,唯品会面临传统电商巨头、新兴直播/社交电商等多方面的挤压,核心品类优势正逐步被削弱。未来若不能创新业务模式、扩大用户覆盖,增长前景或将受到进一步压制。市场预计,唯品会短期内继续面临业绩增长压力,股价仍存在进一步调整风险。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.