满帮一季度营收增长33% 净利润增长47% 多家外资机构增持
xinyao
发表于 2024-5-22 12:18:12
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报告期内,满帮平均发货货主月活跃用户数达214万,同比增长22.3%,增速超过了过去两个季度,显示货主用户渗透率的持续提升,其中直客货主规模高速增长。与此同时,平台高频货主的活跃度也维持在较高水平,一季度货主会员12个月滚动留存率保持在80%以上。
随着平台交易规模的进一步扩大,过去12个月的履约活跃司机持续增长至391万,履约率达33.5%,两者均再创历史新高。响应订单司机的次月留存率提升到90%,高于历史同期水平约5个百分点。
根据一季度市场披露信息,国际长线机构Invesco已连续四个季度加码满帮,包括摩根士丹利、美国银行、瑞银和高盛等在内的多家外资机构均进行增持。另外,满帮亦是千亿私募Greenwood景林资产在2024年一季度加仓最多的中概股。满帮集团董事长兼CEO张晖在财报电话会中表示,在有利的大环境下,满帮将继续推动物流行业数字化、智能化、绿色化,为用户为行业创造更大价值。
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Disclaimer: The views expressed in this article are those of the author only, this article does not represent the position of CandyLake.com, and does not constitute advice, please treat with caution.