金吾财讯 | 京东物流(02618)延续近期疲软格局，截至发稿，报12.46港元，跌3.11%，成交额1882.73万港元。消息面上，野村发报告指，预期京东物流今年第4季业绩好坏参半。其中，期内收入或优于市场预期，但盈利可能不如预期。该行预计，京东物流2024年第4季总收入或同比增8.3%至511亿元人民币，较第3季6.6%的年增速有所加快，高于彭博预期2%。按业务线划分，该行预计京东物流2024年第4季度内部整合供应链(ISC)业务的同比增长可能会保持在8.6%的水平，这受益于以旧换新补贴实施带来的京东零售销量的强劲增长。此外，京东物流透过提供具有竞争力价格的优质快递服务，收购更多淘宝/天猫商户，加快了第4季快递订单量的增长。该行将公司目标价由17.8港元降12%至15.7港元。维持“买入”评级。
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