叮咚买菜(DDL)今日盘中大跌5.9%,引发关注。
数据显示,叮咚买菜2024年第四季度和全年业绩均出现增长,全年GMV同比增长16.3%,收入同比增长15.5%,公司也首次实现全年GAAP盈利。不过,新闻报道叮咚买菜通过外包第三方公司的方式规避为骑手缴纳社保的做法存在监管风险,一旦监管加强,或将大幅增加公司运营成本,影响利润率。
目前叮咚买菜虽然骑手数量较少,但市场担心未来可能需要为全部骑手缴纳社保,影响公司长期盈利能力,因此公司股价出现较大跌幅。不过具体导致股价下跌的原因尚待进一步观察和分析。
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