“非洲阿里”Jumia盘中大涨，季度GMV增长20%，上调全年目标
周五，非洲电商巨头Jumia盘中大涨14%。这一显著涨幅主要受到公司最新财报及战略规划的推动，投资者对公司未来前景持乐观态度。
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。Jumia还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。
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。这些积极信号极大地提振了投资者信心，推动股价大幅上涨。市场分析人士认为，Jumia的业务增长和明确的盈利规划显示出公司在非洲电商市场的领先地位正在进一步巩固，这也是投资者看好该股的主要原因。
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