智通财经APP获悉，交银国际发布研报称，预计京东集团-SW(09618)今年首季业绩延续上季增长势头，全年利润有望实现高个位数增长，维持目标价240港元及“买入”评级，对应2025年7.6倍的市盈率。该行预计，京东集团首季收入同比增11.6%，经调整净利润同比增29%至114.7亿元人民币。其中，预计集团带电及日用百货保持双位数增长。
另外，由于集团外卖百亿补贴在4月11日的上线，以补足零售业务场景为主要目的做审慎投入。该行预计，外送业务加大投入将被集团零售业务供应链成本下降所抵消，2025年其利润应维持高个位数的增长。
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