Tiger Brokers

京东（JD）二季度营收641.10亿元人民币 同比增速达到24.3%

金吾财讯
Aug 13

金吾财讯 | 京东（JD）披露的二季度分板块营收数据显示，集团内部不同业务线增长态势出现显著分化，物流业务成为核心增长引擎，零售主业营收出现同比下滑，新业务板块同样面临收入收缩压力。二季度京东物流实现营收641.10亿元人民币，同比增速达到24.3%，环比录得5.8%的增长，延续了持续向上的营收扩张曲线，板块营收规模已经创出阶段新高。对比来看，京东零售板块二季度营收2953.80亿元人民币，同比下滑4.7%，环比上涨10.0%。拉长时间维度观察，零售板块营收在近多个报告期当中波动加剧，部分季度出现同比负增长，传统零售基本盘承压。消费端竞争加剧，行业流量环境变化，给零售业务的收入扩张带来现实约束，板块仅能依靠季度内的季节性因素实现环比修复。新业务板块二季度营收72.60亿元人民币，同比大幅下滑47.6%，环比小幅上涨15.6%。该板块此前曾经迎来高速扩张，而最近连续多个季度同比出现收缩，反映出新业务处在调整周期当中。三大板块走势对比能够看出，物流对外社会化业务持续放量，对冲零售与新业务的收入压力，也成为集团当下重要的增长支柱，后续市场将持续跟踪零售板块企稳信号以及物流业务的盈利转化情况。

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