达达集团:即时配送行业受益带动达达快送增长 秒送业务调整持续

交银国际
21 Jan

我们维持2024 年4 季度收入预期同比下降13%,其中,上调达达快送收入5%,得益于KA 业务覆盖品类拓展、精细化运营以及履约质效优化等因素,与行业趋势一致;下调京东秒送收入10%,因业务调整下广告收入下滑及免运门槛降低后履约服务收入下降,维持调整后净亏损/亏损率预期3.1 亿元/13%。我们基本维持2024/25 全年收入和利润预期,京东秒送业务短期战略仍以提升用户心智,拉动单量和复购率为主,...

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