预测 3Q24 non-GAAP净利润率2.3%我们预计叮咚买菜3Q24 GMV同增28%，收入同增27%，预测non-GAAP净利润1.5 亿元，对应利润率2.3%，收入和利润均超市场预期。关注要点开仓计划有望提前完成，新市场亦有拓展机会。我们认为，前置仓利润改善核心之一是单量密度提升摊薄履约和总部费用。今年以来叮咚买菜在江浙拓展超我们预期，公司表示3 季度已完成全年新开80 个仓计划，新仓效率...
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