京东集团-SW25Q1点评:业绩继续超预期,关注新业务进展

东方证券
23 May

公司发布25Q1业绩,整体业绩超预期。25Q1实现收入3010.8亿元,yoy+15.8%(彭博一致预期2903.1亿元,yoy+11.6%),实现经调整净利润127.6亿元,yoy+43.4%(彭博一致预期103.73亿元,yoy+16.6%)。整体表现均大超预期。分业务情况:1、商品收入:带电日百均超预期。25Q1实现商品收入2423.1亿元,yoy+16.2%(彭博一致预期2320.1亿元,...

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