海通国际发表研究报告，预测京东(09618.HK) (JD.US) 第二季收入将按年增长14.6%至3,339亿元人民币，主要受电子产品及日用百货稳健需求带动，增幅略低于首季的15.8%；非通用会计准则下经营利润及净利润预计达到57亿及43.6亿元人民币，经营利润率及净利润率料分别录1.7%及1.3%，均较首季下滑，相信是由于外卖业务投资及补贴增加所致。
海通国际将京东全年净利润预测下调至240亿元人民币，指出外卖业务首次录得完整季度贡献，期内日均订单量从500万单大幅增至2,500万单，但季度亏损预料超过100亿元人民币，将拖累集团整体盈利表现，同时预期未来家电补贴持续，但高基数效应或影响下半年电子产品增长。该行维持京东的“跑赢大市”评级，美股目标价下调至45美元，以反映外卖竞争加剧带来的利润压力。(gc/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-21 16:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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