野村下调京东物流(02618.HK)目标价至33元评级「买入」_老虎社区_美港股上老虎

野村下调京东物流(02618.HK)目标价至33元评级「买入」

AAFN2021-08-24

野村发表研究报告，指京东物流上半年总收入按年增54%，大致符该行预期；毛利率按年跌9.2个百分点，至3.7%，主因去年同期高基数，以及持续产能扩张所致。按非通用会计准则计，净利润率为负3.4%，按年跌9.7个百分点，符该行预期。该行指出，管理层承诺继续在产能扩张方面投资，次季自营仓增至1,200个，次季底止，物流仓网络总楼面面积2,300万平方米。公司同时亦计划增加其运送能力，有信心下半年...

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凌云5712
·2021-08-24
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