异动解读 | Jumia Technologies股价盘中大涨26.64%，Q2业绩超预期并上调全年指引

异动解读

Aug 07

非洲电商巨头Jumia Technologies AG（纽交所代码：JMIA）今日盘中股价大涨26.64%，引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第二季度财报以及上调的全年业绩指引。

根据Jumia Technologies AG最新公布的财报显示，截至2025年6月30日的第二季度，公司营收达4560万美元，同比增长25%。其中，市场收入（包括第三方销售、营销广告和增值服务）为2160万美元，同比增长8%；第一方销售收入更是大幅增长47%，达到2360万美元。商品总值（GMV）为1.802亿美元，同比增长6%。值得注意的是，公司运营亏损收窄至1650万美元，较去年同期的2020万美元亏损有明显改善。

除了亮眼的季度业绩外，Jumia Technologies AG还上调了2025年全年业绩指引，预计实物商品订单同比增长25%至30%，GMV同比增长15%至20%。公司还将全年税前亏损预测收窄至负4500万美元至负5000万美元之间。更令投资者振奋的是，公司展望2026年税前亏损有望进一步缩减至负2500万美元至负3000万美元之间，显示出公司在盈利能力方面持续改善的决心和信心。

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