预测 1Q25 non-GAAP净利润率0.6%我们预计叮咚买菜1Q25 GMV同增8%，收入同增9%，预测non-GAAP净利润0.3 亿元，对应利润率0.6%。关注要点1Q25 GMV同比增速放缓，客单价承压。我们预计1Q25 GMV同增8%至59 亿元，春节假期延长和闰年影响均对GMV有负面影响。拆分看，我们认为用户数和购物频次表现相对健康，而客单价压力相对较大，主要系1）蔬菜价格相比...
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