满帮集团：Q3表现超预期抽佣收入持续高增长

招商证券11-22

公司2024Q3 收入为30.3 亿/+33.9%，净利润11.2 亿/+81.4%，Non-GAAP净利润12.4 亿/+50.2%。24Q3 公司货主MAU 达到284 万/+33.6%，平台履约单量达5190 万单/+22.1%。公司是公路跨城数字货运平台龙头，双边网络效应下，货主及司机数双端领先带来强壁垒。当前公司司机供给充沛，货主数及单量持续高增长，经纪+会员+抽佣+增值服务四大业务协同...

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满帮集团：Q3表现超预期 抽佣收入持续高增长

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满帮集团：Q3表现超预期抽佣收入持续高增长