滴滴出行-ADR(DIDIY.O)25Q1财报点评:国内出行利润超预期 看好长期稳健增长及盈利空间

招商证券
06 Jun

滴滴出行发布2025Q1 财报,25Q1 实现营收533 亿元,同比+8.5%;经调整净利润29 亿元,同比+115%。本季度中国出行实现经调整EBITA margin 4%,高于公司全年指引,国际业务同汇率下维持较快增长,看好滴滴共享出行市场稳固份额及长期利润增长潜力,维持强烈推荐评级。中国出行增长符合预期,利润率超预期。2025Q1 滴滴中国出行板块实现GTV780 亿元,同比+9.3%;单量...

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