PDD控股利润下滑11%因加大再投资

PDD控股旗下拼多多和Temu运营商周三公布,季度利润下降11%至245亿元人民币,尽管销售额增长,但公司转向更大规模再投资。全年利润同比下降12%,收入增长10%。

PDD控股,这家中国电商集团旗下运营拼多多和全球低价市场Temu,于周三公布财报。季度净利润降至245亿元人民币(约36亿美元),低于分析师预期的291亿元。同时,季度收入同比增长12%至1239亿元,符合预期的1237亿元预期。全年净利润同比下降12%至993亿元,收入增长10%至4318亿元。相比之下,2024年收入较2023年激增59%,净利润增长87%。这一转变反映了公司从高速增长转向更稳定的步伐。影响因素包括中国消费者需求疲软、Temu面临的关税和监管不确定性,以及管理层有意加大再投资力度—— notably在4月推出的1000亿元商户支持计划。联合主席兼联席CEO陈磊表示:“过去一年,我们坚定致力于高质量发展的战略重点。我们将继续坚持长期理念,将更多资源投入我们服务的利益相关者,为未来十年的增长做好准备。”公司强调长期战略优先于短期利润。

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