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港股异动 | 京东物流(02618)涨近5% 8月中国电商物流指数创年内新高 美银称集团具备良好切入点
智通财经网·2025-09-10 06:54

Core Viewpoint - JD Logistics (02618) shares increased nearly 5%, reaching HKD 13.91, with a trading volume of HKD 422 million [1] Group 1: Industry Insights - The China Logistics and Purchasing Federation reported that the e-commerce logistics index for August was 112.3 points, up 0.3 points from the previous month, marking a new high for the year [1] - The e-commerce logistics index has risen for six consecutive months [1] - The total business volume index for e-commerce logistics surpassed 131 points, increasing by 0.5 points from the previous month, indicating accelerated growth [1] Group 2: Company Analysis - Bank of America released a report stating that the price adjustment effects in the Chinese express delivery industry have already taken effect, suggesting a lack of positive catalysts for the industry in the short term [1] - JD Logistics is viewed as having a particularly good entry point, as third-quarter profit expectations have been reset [1] - Bank of America maintains a target price of HKD 16 for JD Logistics and assigns a "Buy" rating [1]