拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄_老虎社区_美港股上老虎

拼多多（PDD.O）中报点评：用户基本盘稳步扩大，亏损大幅收窄

东北证券2020-08-27

GMV增速放缓，活跃买家增长亮眼。据公司财报披露，2020Q2公司实现滚动GMV1.27万亿元，单季GMV同比增速由上季度99%下降至48%，增速有所放缓，主要受公司发力农产品导致商品供给的结构性变化以及补贴减少的影响；2020Q2公司年活跃买家达到6.83亿人（YoY+41%），单季净增加5510 万，超过阿里巴巴（1600万）及京东（3000万），进一步缩小与淘宝用户盘差距。货币化率回升，亏损...

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无名小卒一个
·2020-08-27
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