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《大行》野村料阿里(09988.HK)首財季即時電商業務錄虧損約100億人幣
野村發表報告,預計阿里(09988.HK)2026財年首財季(6月季度)即時電商業務,包括食品配送服務,將出現約100億人民幣虧損。其外賣業務在7月初的日訂單量高峰達到8,000萬,其中16%為非餐飲訂單,84%來自外賣。而美團(03690.HK)外賣在7月上旬的最高日訂單量達到1.2億,其中83%來自外賣訂單。 該行預測,首財季淘寶天貓集團的中國零售商業收入按年增長10%,EBITA利潤率按年下降2.6個百分點,原因是增加了即時電商投資。然而,在整合了新合併的餓了麼和飛豬後,EBITA可能會因即時電商投資造成的約100億人民幣虧損而按年下跌20%。另外,阿里雲方面,該行預測其第一季收入按年增長可能加速至22%,對比上季的18%。 野村預估,阿里首財季的合併營收將增長2.5%,相較於市場預估的5%;EBITA則將下滑15%,相較於市場預測預估的5%。
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