《大行》野村:京東物流(02618.HK)招聘全職外賣騎手有助提升京東(09618.HK)外賣業務質量
京東物流(02618.HK)宣佈,因應京東集團(09618.HK)(JD.US)的外賣業務發展,將開始招募全職騎手參與外賣配送服務。野村發表研究報告指,對於京東而言,通過京東物流部署全職騎手可提升配送服務質量與時效性,改善外賣業務用戶體驗,當未來補貼逐步減少時,服務體驗將是用戶留存的關鍵因素。
野村認爲,組建全職外賣騎手團隊有助強化京東在外賣市場競爭力,反映集團對發展外賣業務的決心,預示市場競爭或將維持激烈。初步觀察到於下午快遞及午餐晚餐派送時段高峯存在互補性,京東可通過人員交叉調配來實現效率最大化。野村目前給予京東物流「買入」評級,目標價爲15.3元。
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