本报告导读:业绩符合预期,区域扩张节奏进展顺利开仓节奏超预期,后续规模经济驱动下利润率将稳步提升。投资要点:业绩符合预期 ,增持。区域扩张节奏超预期,规模效应驱动利润率持续改善。公司区域消费者心智认知强,且其生鲜品类UE 已经区域性跑通。后续将继续稳步推进江浙区域规模扩张。业绩简述:2024Q4 单季度:公司实现GMV65.47 亿/+18.38%,营业收入59.05 亿/+18.26%,新开仓...
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