异动解读 | 京东集团外卖业务进展顺利 股价盘中大涨5.03%

异动解读
26 Feb

京东集团(09618)今日在港股盘中股价大涨5.03%,引发市场关注。分析指出,这与京东近期在外卖业务上的动作密切相关,推动了资本市场对公司即时配送业务的增长前景的信心。

消息面上,京东最近连出多招在外卖业务上加码布局。包括宣布为外卖骑手缴纳五险一金,并未来一段时间内由公司全额承担个人部分。这一举措有利于吸引外卖骑手加入京东平台,为公司在配送端夯实基础。

另外,京东还正在对外招募"品质堂食餐饮商家",并给予优厚条件如免收佣金等,以期吸纳更多优质商家入驻。这有利于提升用户体验,为公司构建竞争优势。

业内人士指出,京东在外卖即时配送领域的扩张步伐加快,彰显出公司的发展野心。未来,外卖有望成为京东重要的增长业务之一。资本市场对于京东布局新赛道的预期上升,支撑了股价当日的大涨表现。

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