京东物流:盈利能力持续改善 一体化供应链龙头

国联证券
07 Feb

投资要点领先的一体化供应链服务商公司前身为京东集团的物流部门,逐渐成长为领先的一体化供应链物流服务商。京东集团为公司控股股东,刘强东先生为实际控制人。2023 年4 月,公司开启新一轮组织架构调整,盈利水平持续提高。2024Q3 毛利率为11.7%,相比于2023Q1+7.3pcts。公司降本增效效果逐步显现,2024Q3 营业收入443.96 亿元,同比+6.6%;归母净利润22.05 亿元,...

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