金吾财讯 | 京东物流（02618）公布2026年6月30日止六个月业绩，股东应占溢利32.92亿元人民币，同比增长27.63%；每股基本盈利0.52人民币元。不派中期股息。期内营收1,246.83亿元人民币，同比增长26.54%；毛利110.66亿元人民币，同比增长24.81%。收入详细来看，上半年，来自一体化供应链客户收入增加18.5%至人民币594亿元。来自一体化供应链客户收入增加主要归因于(i)来自京东集团的收入增加；及(ii)受外部一体化供应链客户的收入增加带动，其来源于外部一体化供应链客户数量以及单客户平均收入的同比增加。于所示期间带来收入贡献的外部一体化供应链客户数量增加至79,314名。单客户平均收入由截至2025年6月30日止六个月的人民币239,399元增加至2026年同期的人民币253,591元。来自其他客户的收入增加34.8%至人民币653亿元，主要受即时配送服务及快递等服务增加所带动。
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