满帮集团:线上化+变现率提升双击

华泰证券
21 Nov 2024

满帮公布3Q24 业绩:收入30 亿元,yoy+34%,同比增速超出指引上限9pct,超VA 预期11pct(下简称预期),调整后净利润12 亿元,yoy+50%,超预期15%。交易服务增长强劲,履约订单yoy+22%,货币化订单渗透率和变现率均稳步提升,货主MAU 同比增速达两年内季度新高,更强的平台生态下有望长期挖掘更多的货币化潜力。利润端超预期主要来自费用端的稳健管控,长期看好货运线上化加速...

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