《大行》中银国际:“618”消费强劲超预期 但可持续性或令人担忧

阿斯达克财经
Jun 23, 2025

中银国际表示,今年“618”购物节总销售额达8,556亿元人民币,按年增长15.2%,超出该行的预期。该行预计,京东(09618.HK) 2025年第二季的商品交易总额(GMV)将按年增长12%左右(5月份按年增长15%左右,5至6月合计按年增长12%左右,原因是5月份由于618提前,消费前置),使其成为增长最快的平台,这得益于其在家用电器和3C电子产品等以旧换新品类中的领先地位,以及通过外卖带来...

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