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大行評級|花旗:維持京東物流“買入”評級 招募全職騎手參與外賣配送具協同效應
格隆匯 06-25 11:49

花旗發表研究報吿指,京東物流宣佈開始招聘全職騎手後,認為全職外賣騎手與京東物流的最後一公里快遞業務存在一些協同效應,因兩者業務的高峯時段不同。花旗相信,京東可能會優先將流量分配給京東物流的自營平台騎手,這一新舉措可能成為京東物流長期收入增長的新驅動力。基於估值不高的考量,花旗維持京東物流“買入”評級及目標價18港元,相當於2025年預期市盈率12倍。

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