麦格理首予京东物流(02618.HK)「跑赢大市」评级目标价52.2元

AAFN2021-06-15

麦格理发表报告，首予京东物流「跑赢大市」评级，目标价52.2元，预计公司将在未来几年内达到某种程度稳定的利润率水平。麦格理指，京东物流正赶上综合供应链服务需求上升的浪潮。这是一个高度分散且有待整合市场，规模高达2万亿元人民币。来自京东零售的强劲业务流应有助於成为京东物流在消费者洞察力和行业知识方面核心竞争力的支柱，而外部客户的积累和服务类别的扩展能为京东物流加速扩大市场份额铺平道路。因此，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2143345217?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","is_english":false,"pubTime":"2021-06-15 09:59","share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","id":"2143345217","market":"us","top_or_hot":-1,"title":"麦格理首予京东物流(02618.HK)「跑赢大市」评级  目标价52.2元","media":"AAFN","content":"<div>\n<p>麦格理发表报告，首予京东物流  「跑赢大市」评级 ，目标价52.2元，预计公司将在未来几年内达到某种程度稳定的利润率水平。麦格理指，京东物流正赶上综合供应链服务需求上升的浪潮。这是一个高度分散且有待整合市场，规模高达2万亿元人民币。来自京东零售的强劲业务流应有助於成为京东物流在消费者洞察力和行业知识方面核心竞争力的支柱，而外部客户的积累和服务类别的扩展能为京东物流加速扩大市场份额铺平道路。因此，...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105284&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n","source":"aastocks","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>麦格理首予京东物流(02618.HK)「跑赢大市」评级  目标价52.2元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n麦格理首予京东物流(02618.HK)「跑赢大市」评级  目标价52.2元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-15 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105284&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>麦格理发表报告，首予京东物流  「跑赢大市」评级 ，目标价52.2元，预计公司将在未来几年内达到某种程度稳定的利润率水平。麦格理指，京东物流正赶上综合供应链服务需求上升的浪潮。这是一个高度分散且有待整合市场，规模高达2万亿元人民币。来自京东零售的强劲业务流应有助於成为京东物流在消费者洞察力和行业知识方面核心竞争力的支柱，而外部客户的积累和服务类别的扩展能为京东物流加速扩大市场份额铺平道路。因此，...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105284&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02618","symbol_name":"京东物流","start_time":0,"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1105284&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","article_id":"2143345217","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2143345217","pubTimestamp":1623722346,"sourceInfo":{"source_id":"aastocks","name":"阿思达克财经"},"weMediaInfo":null,"summary":"麦格理发表报告，首予京东物流  「跑赢大市」评级 ，目标价52.2元，预计公司将在未来几年内达到某种程度稳定的利润率水平。麦格理指，京东物流正赶上综合供应链服务需求上升的浪潮。该行估计，京东物流将在2022年达到收支平衡，调整後利润率在2025年度达到4%，其综合供应链市场的市场份额届时将翻倍。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"02618":"京东物流"},"translate_title":"Macquarie first gave JD.com Logistics (02618. HK) a rating target price of 52.2 yuan for \"outperforming the big market\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"02618":1},"content_text":"麦格理发表报告，首予京东物流  「跑赢大市」评级 ，目标价52.2元，预计公司将在未来几年内达到某种程度稳定的利润率水平。麦格理指，京东物流正赶上综合供应链服务需求上升的浪潮。这是一个高度分散且有待整合市场，规模高达2万亿元人民币。来自京东零售的强劲业务流应有助於成为京东物流在消费者洞察力和行业知识方面核心竞争力的支柱，而外部客户的积累和服务类别的扩展能为京东物流加速扩大市场份额铺平道路。因此，麦格理预计，京东物流继续成为全球增长最快的物流公司，估计其收入年复合增长率为27%，第三方业务在2021至2025年度期间的增长速度为32%，与全球同行3%至5%的收入年复合增长率相比，速度要快得多。该行指，京东物流仍处於资本支出扩张周期，相信公司在未来几季将优先考虑市场份额的增加而不是盈利能力。虽然短期内收益可能仍会出现一些波动，但持续的增长势头在後期可能会体现为经营杠杆。该行估计，京东物流将在2022年达到收支平衡，调整後利润率在2025年度达到4%，其综合供应链市场的市场份额届时将翻倍。(ha/u)~阿思达克财经新闻网址: www.aastocks.com","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2143345217"}

麦格理首予京东物流(02618.HK)「跑赢大市」评级 目标价52.2元

精彩评论

麦格理首予京东物流(02618.HK)「跑赢大市」评级目标价52.2元