Institution: JD.com is expected to benefit from the trade-in subsidy and supply chain improvements

智通財經
2025.01.22 04:52
晨星研報稱，京東集團可能會受益於中國多年的以舊換新補貼計劃和供應鏈效率的提高。這家中國電商巨頭可能成為消費補貼計劃的一個主要受益者，因為家電和電子產品對該公司收入的貢獻較大，佔第三季度收入的 47%。 隨著補貼計劃今年擴大到手機產品，可能會進一步促進京東集團的收入。預計今年的補貼計劃將較 2024 年的人民幣 350 億元 - 人民幣 400 億元大幅增加。 報告指出，京東集團的股價被低估，將其列為中國電商股中的首選股。
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