核心观点1）京东物流外卖秒送配送业务催化营收超速预期，王振辉5 年后重回京东物流CEO 岗位。2025Q3 京东物流总收入550. 8 亿/+24.1%，相比上季度进一步加速，经调净利润为20.2 亿元/ -21.5%，经调净利润率3.7%，经调EBITDA 为53.2 亿/-7.1%。内单营收Q3达到65.8%增速，内单营收增速远高于自营商品GMV增速，更多是京东物流承接外卖配送业务导致——Q3...
Source Link核心观点1）京东物流外卖秒送配送业务催化营收超速预期，王振辉5 年后重回京东物流CEO 岗位。2025Q3 京东物流总收入550. 8 亿/+24.1%，相比上季度进一步加速，经调净利润为20.2 亿元/ -21.5%，经调净利润率3.7%，经调EBITDA 为53.2 亿/-7.1%。内单营收Q3达到65.8%增速，内单营收增速远高于自营商品GMV增速，更多是京东物流承接外卖配送业务导致——Q3...
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