金吾财讯 | 交银国际研报指，京东物流(02618)2季度业绩基本符合预期，收入因承接集团外卖全职骑手配送超预期，利润符合预期。外部一体化业务收入同比增长显着。该机构预计3季度收入同比增20%，集团外卖业务对收入贡献约6%，外部一体化保持快速增长趋势，客户数及单客平均收入均保持稳健增长，淘系接入亦对收入增长保持支撑。考虑公司承接集团外卖全职骑手配送业务，对短期利润影响有限，该机构上调2025年收入预测4%，维持全年利润中个位数增长的预期。维持目标价18.50 港元及买入评级。
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