高盛发布研报指出，今年上半年京东物流快递业务增速高于同业水平，主要受主要直播电子商贸平台的反向包裹强劲增长所带动。同时，京东物流针对高端快递市场的差异化细分，集团认为价格竞争对其平均售价的影响可控。京东物流重申2024年高个位数的收入增长展望和经调整纯利率2.5%展望。预期第三季延续第二季的势头，利润同比持续改善。JD Logistics (02618) rose over 4%, as of the time of publication, up by 4.11%, at HK$11.14, with a turnover of 91.907 million Hong Kong dollars.
According to the Wise Finance APP, JD Logistics (02618) rose over 4%, up by 4.11% as of the time of publication, at HK$11.14, with a turnover of 91.907 million Hong Kong dollars.
On the news front, recently, JD Logistics announced that the international express orders have increased by over 40% monthly since September, with Guangdong, China being the major sender in September. North America and Europe are popular express destinations, with data showing that since September, 56% of JD Express orders were sent to the United States and Canada. It is reported that JD Express will continue to expand its international business scope, not only focusing on the European and American markets but also further expanding into regions such as Japan, Korea, and Southeast Asia within this year.
Goldman Sachs released research reports stating that in the first half of this year, JD Logistics' express delivery business growth rate exceeded the industry average, mainly driven by strong growth in reverse parcel volumes from major live streaming e-commerce platforms. At the same time, JD Logistics' differentiated segmentation in the high-end express delivery market, the group believes that price competition's impact on its average selling price is manageable. JD Logistics reiterated its outlook for high single-digit revenue growth in 2024 and adjusted net profit margin outlook of 2.5%. The third quarter is expected to continue the momentum of the second quarter, with continuous improvement in profit year-on-year.
