京東物流(02618.HK)一季度營收421.37億元 同比實現扭虧為盈
格隆匯5月16日丨京東物流(02618.HK)公佈，截至2024年3月31日止三個月，公司收入為人民幣421.37億元，同比增長14.73%；毛利為人民幣32.31億元，同比增長97.54%；公司所有者應占期內盈利為2.38億元，去年同期則虧損為人民幣9.89億元。截至2024年3月31日，集團現金資源總額為人民幣425億元。
公吿稱，總收入增加乃受來自一體化供應鏈客户收入增加及來自其他客户收入增加所驅動。報吿期內，來自一體化供應鏈客户達205億元，同比增長11.1%。一體化供應鏈客户的收入增加主要歸因於(i)來自京東集團的收入增加；及(ii)受外部一體化供應鏈客户的收入增加帶動，其來源於外部一體化供應鏈客户數量及單客户平均收入的同比增加。來自其他客户的收入達人民幣216億元，同比增長18.4%，主要受快遞快運服務的業務量增加所帶動。
報吿期內，京東快遞不斷提升時效，持續擴大次晨達和次日達的覆蓋範圍。此外，京東快遞持續推出引領行業的高標準個性化服務，如在全國多個城市提供「1小時未取件必賠」和夜間攬收等。得益於良好的服務品質，集團成功拓展更多產地產業帶和興趣電商平台業務機會，將寧夏牛羊肉、查干湖胖頭魚等產地帶商品送至全國各地，並持續同興趣電商平台深入合作，獲得業務增長。
集團持續助力中國品牌一站式出海，2024年一季度，集團為名創優品提供一體化供應鏈物流服務，覆蓋澳大利亞和馬來西亞全境門店的倉儲和配送服務，雙方將持續探索更多全球化合作機會。
截至2024年3月31日，集團的倉儲網絡已幾乎覆蓋全國所有的縣區，包括由集團運營的1,600多個倉庫和由雲倉生態平台上第三方業主經營的2,000多個雲倉。集團倉儲網絡總管理面積超過3,200萬平方米，包括雲倉生態平台上雲倉的管理面積。
隨着對創造更多就業機會及為社會做出貢獻的堅定承諾和不懈努力，截至2024年3月31日止十二個月，京東物流的人力資源總支出(包括自有員工和外部人員)達到了人民幣843億元。
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