《大行》中金料京东物流(02618.HK)首季经调整净利润转正持续效率优化

阿斯达克财经04-18

中金发表报告，预计京东物流(02618.HK) 首季收入400亿元人民币，按年增加9%，主要受惠于京东零售平台业务单量增长；受惠持续效率优化，预计经调整净利润为8,000万元人民币，较去年同期的亏损7.12亿元人民币扭亏为盈，为披露单季度数据以来首次于一季度转正，经调整净利润率料录0.2%。
中金认为，来自京东集团及第三方商家的收入或将持续增长，京东物流首季零售平台业务单量增速有望延续上季的按年提升态势，预计全年实现中高单位数增长。

考虑到今年效率优化有望超预期，中金上调对京东物流今年non-IFRS净利润预测25%至35.74亿元人民币；但考虑到外单需求修复仍在途中，下调明年non-IFRS净利润预测5%至43.24亿元人民币。维持目标价11港元及“跑赢行业”评级。(ha/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-17 16:25。)

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《大行》中金料京东物流(02618.HK)首季经调整净利润转正 持续效率优化

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《大行》中金料京东物流(02618.HK)首季经调整净利润转正持续效率优化