满帮“货运+信贷”双轮驱动增长,合规与竞争压力凸显

财中社
05 Jun

数字货运平台满帮集团(YMM)2025年第一季度收与净利延续高增长,技术匹配能力持续领先。然而,超八成收入依赖货运撮合的高抽佣模式,以及信贷业务不良率上升和36%高息贷违规风险,令公司面临双重挑战。货运撮合与信贷业务双轮驱动满帮2025年第一季度实现营收27亿元,同比增长19%;非美国会计准则下,营业利润13.2亿元,同比增长171.5%,净利润13.91亿元,同比增长84%。增长主要源于履约订单...

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