金吾财讯 | 亚朵(ATAT)逆市走低，截至发稿，报36.62美元，下跌4.55%，成交额3065.15万美元。消息面上，公司周三盘前披露，一季度实现营收28.11亿元，同比增长47.5%；调整后净利润4.90亿元，同比增长42.0%；调整后EBITDA为7.16亿元，同比增长51.1%；调整后每股稀释净收益为1.17人民币($0.17)，较一年前的0.82人民币有所增长。同时，公司将2026年全年收入指引上调至同比增长24%至28%。不过，亚朵当季运营成本为11.36亿元，较去年同期大幅增长约54%，高于整体营收增速。财报将其归因于伴随酒店网络扩张而来的供应链业务成本和人员成本增加，在一定程度上反映财务成本承压。此外，亚朵新近发布公告显示，First Beijing Investment Ltd.清仓式减持了公司4.23%股份，或对市场短期流动性构成一定影响。
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