移卡(9923.HK):2024年支付GPV承压拖累盈利

华泰证券
28 Mar

移卡公布2024 年业绩:全年收入/归母净利润30.9/0.82 亿元(23 和24 年公司向清算机构支付了与交易手续费率调整相关的非经常性费用,若将该影响剔除,24 年利润同比下滑53%),利润表现弱于我们预期的1.7 亿元,主因支付业务承压,支付交易量(GPV)同比下滑19%,支付费率同比下降1.4bps 至11.9bps;商户解决方案收入亦相比上半年有所收缩。尽管整体业务承压,但仍有亮点值得...

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