异动解读 | 乐信一季度业绩亮眼,股价夜盘大涨5.65%

异动解读
May 22, 2025

美股周三夜盘,中国领先的新消费数字科技服务商乐信(LX)股价大涨5.65%。这一涨幅主要源于公司发布的2025年第一季度财务业绩超出市场预期。

根据乐信发布的财报,公司2025年第一季度营收达31亿元,利润(Non-GAAP EBIT)为5.8亿元,同比增长104.7%,环比增长25.3%。这一业绩创下了公司近13个季度以来的最高水平。此外,公司一季度交易额达516.2亿元,管理在贷余额1073.3亿元,用户数增至2.32亿,同比增长8.1%。

值得注意的是,乐信宣布将进一步提高分红比例。从2025年下半年开始,公司分红比例将从净利润的25%提升至30%。这是乐信半年内第二次上调分红比例,显示了公司对未来发展的信心。乐信CEO肖文杰表示,尽管面临宏观波动和行业变化等挑战,公司对全年净利润同比大幅增长充满信心。

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