中金料内地电商平台从本季起利润率可提升关注阿里(09988.HK)短期估值修复机会

AAFN2022-05-18

中金发表报告表示，预计内地电子商务增速在今年4月探底，建议密切关注「618」(电商购物节)的动态。该行认为4月较弱的数据已经在市场预期之中，预计整体电商的物流履约将在5月起逐步恢复，电商平台收入在今年第二季增速探底後，或在下半年低基数的作用下触底反弹，建议重点关注此次「618」购物节的商家参与程度以及6月起的物流恢复情况。该行指，内地电商平台持续关注营运效率，预计从今年第二季开始利润率水平有所提升...

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中金料内地电商平台从本季起利润率可提升 关注阿里(09988.HK)短期估值修复机会

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中金料内地电商平台从本季起利润率可提升关注阿里(09988.HK)短期估值修复机会