《大行报告》京东(09618.HK)投资评级及目标价(表)
京东(09618.HK)(JD.US)将於下周三(19日)於港股收市後及美国市场开市前公布今年首季度业绩，市场预期京东2021年首季度收入将上升，但公司加大社区团购业务「京喜拼拼」投资、提高下沉市场浅透率及疫後加强市场推广支出，料将影响毛利率，本网综合13间券商预测，京东2021年首季非通用会计准则纯利料介乎32.1亿至40.41亿元人民币，较2020年首季29.72亿元人民币，按年上升8%至36%；中位数为35.49亿元人民币，按年上升19.4%。
综合7间券商预测，京东2021年首季纯利料介乎17.34亿至40.17亿元人民币，较2020年首季纯利10.73亿元人民币，按年上升61.6%至上升274.4%；中位数为24.32亿元人民币，按年增加1.26倍。综合14间券商预测，京东2021年首季收入料介乎1,911.56亿至1,968.11亿元人民币，较2020年首季1,462.05亿人民币，按年上升30.7%至34.6%；中位数为1,933.36亿元人民币，按年升32.2%。投资者将关注内地监管政策对电商行业的影响，会否令用户增长放缓，并期待管理层最新监管及业务指引，包括其「自营+开放平台+京喜」的多线齐进的零售策略。
本网列出15间券商对京东港股评级及目标价：
券商│投资评级│目标价(港元)
星展│买入│563元
中信建投│买入│474元
广发证券│买入│449.19元
安信证券│买入│432元
瑞信│跑赢大市│431元
第一上海│买入│427.34元
杰富瑞│买入│426元
大和│买入│425元
中信证券│买入│416元
摩根大通│增持│410元
大华继显│买入│396元
建银国际│跑赢大市│395.8元
野村│买入│378元
德邦证券│买入│377.69元
国泰君安证券│买入│360元
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下表列出20间券商对京东美股评级及目标价：
券商│投资评级│目标价(美元)
星展│买入│145美元
广发证券│买入│115.86美元
花旗│买入│115美元
申万宏源│买入│112.8美元
安信证券│买入│110美元
瑞信│跑赢大市│110美元
里昂│买入│110美元
杰富瑞│买入│110美元
第一上海│买入│110美元
大和│买入│110美元
中信证券│买入│107.4美元
瑞银│买入│105美元
摩根大通│增持│105美元
华泰金控│买入│104.7美元
大华继显│买入│102美元
建银国际│跑赢大市│102美元
交银国际│买入│100美元
中金│跑赢行业│98美元
华兴资本│买入│98美元
摩根士丹利│增持│89美元
(fc/w)
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