京东物流:预计Q1收入再提速 利润稳健增长

申万宏源研究
Apr 11

投资要点:25Q1 前瞻:我们预计25Q1 公司营业收入为466 亿元,调整后净利润为7 亿元。结合公司一季度经营情况及行业变化,我们下调盈利预测,预计25E-27E 公司调整后净利润分别为83.07/91.66/105.13 亿元(原预测为84.69/93.73/107.96 亿元)。公司业务重心转向收入增速及投入,25Q1 收入有望稳健增长。24 年公司降本增效成果显著,我们认为25 年公司...

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