异动解读 | 叮咚买菜盘中大涨6.25%，市场传闻京东拟收购引发股价异动

异动解读2025-12-26

叮咚买菜(DDL)今日盘中股价大幅上涨6.25%，成为市场关注焦点。

消息面上，市场传闻京东(JD)拟收购叮咚买菜，尽管双方均未对此置评，但投资者对潜在收购带来的协同效应表现出强烈兴趣。叮咚买菜2024年首次实现全年GAAP标准盈利，GMV同比增长16.3%至255.6亿元，财务表现稳健为其估值提供支撑。作为前置仓模式代表企业，叮咚买菜在华东地区市占率超30%，若收购成真，京东可快速补强生鲜供应链能力。

目前该传闻尚未获得官方证实，但市场情绪已明显升温。分析指出，此举或重塑生鲜电商竞争格局，后续进展值得密切关注。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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