京东集团-SW(9618.HK)高开4.23%,报142.8港元。
消息面上,京东昨晚公布的2025年第一季度业绩报告显示,营收、利润双双超预期。京东集团2025年第一季度收入同比增长15.8%至3011亿元,远超市场预期的2894.4亿元,在保持加速增长的同时也创下近三年来的最高同比增速。其中,带电品类收入同比增长达到17.1%,日百品类收入同比增长达到14.9%,其中商超品类连续5个季度保持收入同比双位数增长。
京东一季度调整后EBITDA 137.0亿元,同比增长27%,亦超出预期的126.4亿元。核心的零售业务盈利能力增强,经营利润率从去年同期的4.1%提升到了4.9%。季度活跃用户数实现了连续6个季度同比双位数增长,增速超过20%。第三方商家成交用户数和订单量保持同比双位数增长。
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