美客多：二季度GMV达153亿美元阿根廷市场增长表现亮眼

亿邦动力2025-08-11

【亿邦原创】8月11日消息，日前，拉美电商平台美客多（Mercado Libre），发布了第二季度财务业绩。报告期内，美客多增长稳健：第二季度总营收为68亿美元，同比增长约34%；营业利润创历史新高，达8.25亿美元；净利润为5.23亿美元，较去年同期小幅下降约1.5%。风投研究机构Benchmark预计，在巴西低价值品类的更深渗透以及墨西哥和阿根廷的持续强劲支撑下，MercadoLibre将保持...

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Libre），发布了第二季度财务业绩。报告期内，美客多增长稳健：第二季度总营收为68亿美元，同比增长约34%；营业利润创历史新高，达8.25亿美元；净利润为5.23亿美元，较去年同期小幅下降约1.5%。风投研究机构Benchmark预计，在巴西低价值品类的更深渗透以及墨西哥和阿根廷的持续强劲支撑下，MercadoLibre将保持强劲增长态势。财报发布后，MELI股价上涨超过2%。聚焦于其电商业务：第二季度，美客多GMV达153亿美元，同比增长21%；售出商品超5.5亿件，同比增长31%；活跃买家数量近7100万，同比增长25%；客均购物件数达到7.8件，同比增长5.5%；当日/次日达订单同比增长28%，48小时送达达74%；广告收入同比增38%，广告点击量达24亿次。从区域市场表现看，美客多在巴西、墨西哥、阿根廷及智利的电商销售额再创佳绩：在GMV方面，阿根廷强势增长75%，墨西哥同比增长32%，巴西同比增长29%；在售出商品数量方面，阿根廷同比增长46%，墨西哥同比增长36%，巴西同比增长26%。美客多首席财务官Martin de los Santos表示，在巴西市场，作为 “通过消除消费阻碍实现线下零售线上化” 战略的一部分，美客多进行了五年来的第三次免邮门槛下调。6月，巴西售出商品量同比增34%，带动GMV加速，且流量、新买家、活跃度等核心指标均向好。而墨西哥市场在报告期内的表现同样突出：在自营和跨境业务的双轮驱动下，GMV增速显著提升，售出商品数的增速达到了近两年来的峰值。此外，在本季度，美客多还完成了与Google 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美客多：二季度GMV达153亿美元 阿根廷市场增长表现亮眼

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美客多：二季度GMV达153亿美元阿根廷市场增长表现亮眼