震坤行:业务结构优化 毛利率持续改善可期

中金公司
28 Nov 2024

2024 年三季度收入基本符合市场预期,经调整净亏损大于市场预期震坤行公布2024 年三季度业绩:收入同比增长0.7%至22.8 亿元,基本符合市场预期;经调整净亏损6,618 万元,对应经调整净亏损率2.9%,亏损幅度大于市场预期,主要系当期坏账计提影响。发展趋势业务结构持续优化。公司三季度GMV 达26.9 亿元,同比下滑7.2%,主要系公司对低毛利、不具备长期竞争力优势的业务进行主动优化。分...

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