异动解读 | 拼多多三季度业绩放缓 营收增长环比大幅放缓至44%

异动解读
22 Nov 2024

拼多多发布了2024年第三季度财报,营收993.5亿元人民币,同比增长44%,但环比增长仅为2.36%,较上个季度的11.8%环比增幅大幅放缓。

归属于普通股股东的净利润为249.81亿元,同比增长61%,但环比下降约22%,是近一年来拼多多净利润环比首次出现负增长。

拆分看,在线营销服务及其他收入493.51亿元,同比增长24%。交易服务收入500.03亿元,同比增长72%。两项核心收入的同比增速均有所放缓。

拼多多解释称,由于竞争加剧和外部挑战,营收环比增长进一步放缓。公司为推动平台高质量发展,将继续大力投资建设健康可持续的生态系统,这将反映在业绩中。

拼多多联席CEO赵佳臻表示,受限于第三方平台运营模式和团队经验能力局限,无法充分把握宏观政策红利,因此为维持商品竞争力给出了高昂成本,这将影响当下和未来一段时间的盈利水平。

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