哔哩哔哩(09626)周二盘中大跌9.4%,引起了市场的广泛关注。从相关新闻来看,这一跌幅或与2024年四季度哔哩哔哩获益于"以旧换新"补贴政策的利好逐渐消退有关。
2024年第四季度,哔哩哔哩营收77.34亿元,同比增长22%,净利润8893.4万元,实现了自披露业绩以来的首次季度盈利。这主要得益于"以旧换新"补贴政策带来家电产品广告收入的大幅增长。而随着此项一次性利好消退,市场或担忧哔哩哔哩未来营收和盈利能力会受到影响,导致股价下跌。
值得关注的是,尽管"以旧换新"政策给哔哩哔哩带来短期利好,但也可能透支了用户未来的购买需求。数据显示,2011年该政策结束后,2012年全国家电销售增速迅速下滑。因此,哔哩哔哩需要寻找新的利润增长点来保证盈利的持续性,这也可能是导致其股价大跌的隐忧所在。
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