金吾财讯 | 京东工业(07618)午后抽升，截至发稿，升9.68%，报12.58港元，成交额1.13亿港元。据《深圳证券交易所深港通业务实施办法》的有关规定，港股通标的证券名单发生调整并自2026年03月09日起生效。其中京东工业获调入。里昂发表研究报告指，京东工业去年收入按年升17.4%至240亿元人民币，符合预期，商品交易总额(GMV)按年升16.5%至335亿元人民币，毛利率扩张1.2个百分点至17.4%，这主要受惠于上游直接采购和规模效益的提升，并以国际财务报告准则计算的净利率为4.7%。该行指，凭藉强劲的关键客户增长动能和人工智能驱动的营运效率提升，预期2026和2027财年收入将加速增长。至于履约优化、高利润率产品以及海外扩张，将是推动公司长期盈利能力的关键因素。该行维持对其目标价21元，重申“跑赢大市”评级。
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