Core Insights - JD Logistics has announced the acquisition of a business unit from JD.com for approximately $270 million, marking a significant transaction within the company [1] Group 1: Transaction Details - The acquisition involves JD Logistics as the buyer and JD.com as the seller, with a total consideration of about $270 million [1] - JD.com holds a controlling stake in JD Logistics, owning approximately 62.99% of the company, categorizing this transaction as a related party transaction under listing rules [1]

Core Points - JD Logistics announced a business transfer agreement with JD.com, involving a total consideration of approximately $270 million [2] - JD.com is the controlling shareholder of JD Logistics, holding about 62.99% of its equity, making this transaction a related party transaction under listing rules [2] Summary by Category Company Overview - JD Logistics is acquiring a target business from JD.com for around $270 million [2] - The transaction is classified as a related party transaction due to JD.com's significant ownership stake in JD Logistics [2] Financial Implications - The total consideration for the acquisition is approximately $270 million [2] - The transaction reflects JD Logistics' strategic moves in expanding its business operations [2]

Core Viewpoint - JD Logistics has announced the acquisition of local instant delivery service businesses from JD.com for approximately $270 million, which includes wholly-owned subsidiaries Dajiang and Dasheng [1][2]. Group 1: Acquisition Details - The acquisition agreement was signed on October 8, 2025, with JD Logistics as the buyer and JD.com as the seller [1]. - The total consideration for the acquisition is about $270 million [1]. Group 2: Strategic Rationale - The acquisition is expected to expand JD Logistics' solution and service offerings, complementing its existing product matrix and business landscape [2]. - It will enhance the company's "last mile" delivery capabilities, allowing for better resource integration to improve fulfillment capacity, operational efficiency, and user experience [2]. - The acquisition aligns with the company's strategy for sustainable growth and profitability, marking a significant step towards creating greater value and reinforcing its industry leadership [2].

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 1 茲提述有關採購框架協議的公告。 JD Logistics, Inc. 京東物流股份有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2618） 持續關連交易 修訂採購框架協議及年度上限 茲提述有關採購框架協議的公告。 於2025年10月8日，本公司與JD.com訂立補充協議，以修訂採購框架協議的條款。此 外，鑒於向京東集團及其聯繫人採購的需求不斷增加，董事會預期採購框架協議項下 的原定年度上限將不足以滿足預期需求。因此，董事會已決議修訂及增加採購框架協 議項下的原定年度上限。 上市規則的涵義 於本公告日期，JD.com間接持有本公司約62.99%的權益，並因其為本公司的控股股東 而為本公司關連人士。因此，根據上市規則，採購框架協議（經補充協議修訂）（包括 經修訂年度上限）項下擬進行的交易構成本公司的持續關連交易。 訂立補充協議構成採購框架協議條款的重大變更。根據上市規則第14A.54(2)條， ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 JD Logistics, Inc. 京東物流股份有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2618） 持續關連交易 修訂供應鏈解決方案及物流服務框架協議的定價政策及 年度上限 茲提述該公告及該通函。 於2025年10月8日，本公司與JD.com訂立供應鏈解決方案及物流服務補充協議，以修訂 定價政策。此外，鑒於京東集團未來業務需求預期增長，對供應鏈解決方案及物流服 務框架協議項下提供的一體化供應鏈解決方案及其他物流服務的需求亦將不斷增長， 董事會預期原定年度上限將不足以滿足預期需求。因此，董事會建議修訂及調高原定 年度上限。 上市規則的涵義 於本公告日期，JD.com間接持有本公司約62.99%的權益，並因其為本公司的控股股東 而為本公司關連人士。因此，根據上市規則，供應鏈解決方案及物流服務框架協議（經 供應鏈解決方案及物流服務補充協議修訂）（包括經修訂年度上限）項下擬進行的交易 構成本公 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任 何責任。 JD Logistics, Inc. 京東物流股份有限公司 （於開曼群島註冊成立的有限公司） （股份代號：2618） 關連交易 收購目標業務 業務轉讓協議 於2025年10月8日，本公司（作為買方）與JD.com（作為賣方）訂立業務轉讓協議，據此， 本集團同意收購而京東集團同意轉讓目標業務，總對價為約270百萬美元。 上市規則的涵義 於本公告日期，由於JD.com為本公司控股股東，間接持有本公司約62.99%權益，故為 本公司的關連人士。因此，根據上市規則，收購事項構成本公司的關連交易。 由於有關收購事項的所有適用百分比率超過0.1%但低於5%，故收購事項須遵守上市規 則第14A章項下的申報、公告及年度審閱規定，惟獲豁免遵守獨立股東批准規定。 業務轉讓協議 於2025年10月8日，本公司（作為買方）與JD.com（作為賣方）訂立業務轉讓協議，據此， 本集團同意收購而京東集團同意轉讓目標業務，總對價為約2 ...

Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "earnings revision leading indicator" criterion, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - Tencent (00700.HK) is included in the list of recommended stocks [1] - Alibaba-W (09988.HK) is also featured as a buy recommendation [1] - Xiaomi-W (01810.HK) is highlighted as a potential investment opportunity [1] - AIA Group (01299.HK) is part of the recommended stocks [1] - Pinduoduo (PDD.US) is listed among the buy stocks [1] - Hong Kong Exchanges and Clearing (00388.HK) is included in the recommendations [1] - Ping An Insurance (02318.HK) is mentioned as a buy [1] - Kuaishou-W (01024.HK) is part of the recommended list [1] - Techtronic Industries (00669.HK) is highlighted as a potential investment [1] - China Pacific Insurance (02328.HK) is included in the buy recommendations [1] - Lenovo Group (00992.HK) is featured in the list [1] - ZTO Express-W (02057.HK) is also recommended [1] - Hua Hong Semiconductor (01347.HK) is part of the buy list [1] - Kingdee International (00268.HK) is included in the recommendations [1] - GDS Holdings Limited-SW (09698.HK) is highlighted as a potential investment [1] - AAC Technologies (02018.HK) is part of the recommended stocks [1] - BYD Electronic (00285.HK) is included in the buy recommendations [1] - China International Capital Corporation (03908.HK) is featured in the list [1] - Weichai Power (02338.HK) is mentioned as a buy [1] - CRRC Corporation (01766.HK) is included in the recommendations [1] - JD Logistics (02618.HK) is part of the recommended stocks [1] - Swire Pacific A (00019.HK) is highlighted as a potential investment [1] - Miniso Group (09896.HK) is included in the buy recommendations [1] - Times Electric (03898.HK) is part of the recommended list [1] - Haitian International (01882.HK) is also featured in the recommendations [1]

Core Viewpoint - Goldman Sachs released its October Asia-Pacific strategy report, highlighting a list of recommended stocks based on the "Earnings Revisions Leading Indicator" criteria, focusing on Hong Kong and Chinese concept stocks [1] Group 1: Recommended Stocks - The report includes a list of stocks recommended for purchase, which are: - Tencent (00700.HK) - Alibaba-W (09988.HK) - Xiaomi-W (01810.HK) - AIA (01299.HK) - Pinduoduo (PDD.US) - Hong Kong Exchanges and Clearing (00388.HK) - Ping An Insurance (02318.HK) - Kuaishou-W (01024.HK) - Techtronic Industries (00669.HK) - China Pacific Insurance (02328.HK) - Lenovo Group (00992.HK) - ZTO Express-W (02057.HK) - Hua Hong Semiconductor (01347.HK) - Kingdee International (00268.HK) - GDS Holdings-SW (09698.HK) - AAC Technologies (02018.HK) - BYD Electronic (00285.HK) - China International Capital Corporation (03908.HK) - Weichai Power (02338.HK) - CRRC Corporation (01766.HK) - JD Logistics (02618.HK) - Swire Pacific A (00019.HK) - Miniso Group (09896.HK) - Times Electric (03898.HK) - Haitian International (01882.HK) [1]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 京东物流股份有限公司 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 (註1) | 是 | | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02618 | 說明 | | | | | 已發行股份（不包括庫存股份）數目 | 庫存股份數目 | 已發行股份總數 | | | | | 上月底結存 | 6,655,031,772 | 0 | 6,655,031,772 | | | | 增加 / 減少 (-) | 0 | 0 | | | | | 6,655,031,772 | 0 | 6,655,031,772 | 本月底結存 | | | 第 2 頁 共 10 頁 v 1.1.1 呈交日期: 2025年10月8日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | | 是 | | | --- ...

Core Points - JD Logistics (02618) announced the grant of 1.6431 million shares as part of its share incentive plan, effective October 1, 2025 [1] - The awarded shares represent approximately 0.02% of the total issued shares as of the grant date [1]