异动解读 | Jumia盘前大涨5.23%,实物商品销售强劲增长及盈利目标提振市场信心

异动解读
09 May

非洲电商巨头Jumia Technologies AG(纽交所代码:JMIA)今日盘前大涨5.23%,延续了昨日的强劲涨势。这一涨幅主要受到公司最新财报及战略规划的推动。

尽管Jumia公司总营收出现下滑,但其核心业务展现出强劲韧性。公司报告显示,实物商品订单量同比大幅增长21%,创下两年来最快增速。特别是在尼日利亚市场,订单量增长22%,交易总额(GMV)增长20%,表现亮眼。此外,公司活跃购买用户数提升15%,显示用户粘性正在增强。

更引人注目的是,Jumia首次明确提出了2027年实现全面盈利的战略目标。公司表示,2025年将是"盈利攻坚战"的关键一年,将严格控制资本支出与运营费用。同时,公司上调了全年实物商品订单增速预期至20%-25%,并将GMV目标调高至7.95-8.3亿美元。这些积极信号极大地提振了投资者信心,推动股价上涨。

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