浦银国际研究在国补和618大促推动下,我们预计公司二季度收入同比增长14.1%,核心电商收入保持强劲增长势头。●京东零售收入预计二季度保持强劲增长势头。得益于国补政策持续推动,我们预计京东零售收入同比增长15%,带电品类增速预计仍将快于日百品类。我们观察到“618”大促期间部分地区出现国补暂停,但在阶段性调整后补贴普遍有重新上线(目前仍有动态调整),官方已明确回应国补将持续到今年年底,我们预计部分...
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