拼多多2024年三季报点评:电商竞争激烈但仍在提升份额 注重商家基本盘

华创证券
22 Nov 2024

事项:拼多多24Q3 实现收入993.54 亿元,yoy+44%;实现经营利润242.93 亿元,yoy+46%,non-gaap 经营利润267.71 亿元,yoy+48%,non-gaap 归属于普通股东净利润274.59 亿元,yoy+61%。评论:主站维持增长,持续提升市场份额:1)3Q 线上营销服务收入493.51 亿元,同比增长24%,主要由国内主站GMV 增长带动,3Q 实物商品网上...

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