京东物流(02618)成本管控卓有成效，Q2业绩超预期

东兴证券08-20

事件：上半年京东物流实现营收863.45亿元，同比增长11.0%，实现归母净利润22.6亿；实现调整后净利润31.2亿元，较去年同期的1.14亿元大幅增长。公司二季度单季实现调整后净利润24.6亿元，较23Q2的8.3亿元提升197%。外部客户收入稳步提升，其他客户收入增长较快：公司上半年营收同比增长11.0%，其中来自京东集团收入264亿元，同比增长10.7%，来自外部客户的收入599亿元，同比...

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