智通财经APP获悉，交银国际发布研报称，预计京东集团(09618,JD.US)第三季度总收入同比增13%至2946.2亿元人民币(下同)，与机构一致预期基本一致。预计调整后净利润为42亿元，对应利润率1.4%，对比去年同期的5.1%和第二季度的2.1%，略好于此前市场预期。该行维持目标价164港元/40美元及“买入”的投资评级。
该行预计零售业务保持稳健增长，同比增10%，其中日百品类保持双位数增长，带电品类受去年同期国补高基数影响增速放缓。外卖第三季度订单规模高于第二季度，UE通过履约效率、补贴效率提升，实现亏损金额缩窄，进一步推进和零售的交叉销售，预计第四季度电商大促期间或有更多联动效应。
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