京东物流（02618.HK）今日盘中大涨5.06%，股价表现强劲。截至发稿，该股报13.14港元，成交额达1.43亿港元，引发市场广泛关注。
消息面上，京东物流近日宣布，随着京东集团及其子公司京东外卖业务的发展，公司开始招募全职骑手，参与京东外卖的配送服务。此举旨在丰富京东物流的解决方案及服务范畴，预计将强化公司现有末端履约等营运环节的协同效应，提升整体营运效率。
里昂证券在最新研报中指出，京东物流新业务将从2025年第三季度开始贡献收入增长。由于送餐服务与包裹最后一英里配送服务可产生协同效应，预期长远而言，新业务将成为另一项利润改善动力。花旗分析师也表示，京东可能会优先将流量分配给京东物流的自营平台骑手，这一新举措可能成为京东物流长期收入增长的新驱动力。投资者对此利好消息反应积极，推动京东物流股价强势上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.