我们预计2Q25 收入同比下滑4.1%,非通用准则净利润21 亿元我们预计公司2Q25 收入同比下滑4.1%至258 亿元,预计非通用准则净利润同比下滑3%至21 亿元,对应非通用准则净利率8.2%。关注要点收入端拐点仍需等待,但GMV有望转正,用户数同比下滑幅度或继续收窄:近期统计局数据显示,2025 年4 月和5 月线上实物商品的穿类销售额分别同比提升2.4%和3.6%,虽然已经呈现出边际改善...
Source Link我们预计2Q25 收入同比下滑4.1%,非通用准则净利润21 亿元我们预计公司2Q25 收入同比下滑4.1%至258 亿元,预计非通用准则净利润同比下滑3%至21 亿元,对应非通用准则净利率8.2%。关注要点收入端拐点仍需等待,但GMV有望转正,用户数同比下滑幅度或继续收窄:近期统计局数据显示,2025 年4 月和5 月线上实物商品的穿类销售额分别同比提升2.4%和3.6%,虽然已经呈现出边际改善...
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