京东物流(02618)发布公告，胡伟先生已辞任执行董事、首席执行官及香港联合交易所有限公司证券上 市规则第3.05条项下的授权代表，自2025年11月13日起生效，原因为彼将于京东集团有其他任职。董事 会欣然宣布，王振辉先生已获委任为公司执行董事、首席执行官及授权代表，自2025年11月13日起生 效。 ...

格隆汇11月13日丨京东物流(02618.HK)发布公告，胡伟已辞任执行董事、首席执行官及授权代表，自 2025年11月13日起生效，原因为彼将于京东集团有其他任职。此外，王振辉已获委任为公司执行董事、 首席执行官及授权代表，自2025年11月13日起生效。 ...

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） 財務摘要 未經審計 截至9月30日止三個月 | | | （人民幣千元，百分比除外） | | | --- | --- | --- | --- | | 收入 | 55,084,441 | 44,395,616 | 24.1% | | 毛利 | 5,007,346 | 5,197,449 | (3.7%) | | 除稅前利潤 | 2,090,331 | 2,625,435 | (20.4%) | | 期間利潤 | 1,963,736 | 2,444,800 | (19.7%) | | 期間非國際財務報告準則利潤(1) | 2,019,705 | 2,572,583 | (21.5%) | | (1) 期間非國際財務報告準則利潤率 | 3.7% | 5.8% | (2.1)個百分點 | | 期間 ...

執行董事 王振輝 （首席執行官） 非執行董事 劉強東 （主席） 獨立非執行董事 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） 董事名單及其角色和職能 京东物流股份有限公司（「本公司」）的董事（「董事」）會（「董事會」）成員如下。 董事會設有三個委員會。下表詳細列出該等委員會成員。 | 董事 | | 審計委員會 | 薪酬委員會 | 提名委員會 | | --- | --- | --- | --- | --- | | 王振輝 | （首席執行官） | | | | | 劉強東 | （主席） | | | 主席 | | 顧宜 | | 主席 | 成員 | | | 吳燕安 | | 成員 | | | | 趙先德 | | 成員 | 主席 | | | 張揚 | | | | 成員 | | 葉林 | | | 成員 | 成員 | | 鄧以海 | | | | | 2025年11月13日 顧宜 吳燕安 趙先德 張揚 葉林 鄧以海 ...

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） 董事及授權代表變更 京东物流股份有限公司（「本公司」，連同其子公司統稱「本集團」）董事（「董事」）會（「董 事會」）謹此宣佈以下董事會變動。 董事辭任 董事會宣佈胡偉先生（「胡先生」）已辭任執行董事、首席執行官及香港聯合交易所有限 公司（「聯交所」）證券上市規則（「上市規則」）第3.05條項下的授權代表（「授權代表」），自 2025年11月13日起生效，原因為彼將於京東集團有其他任職。 胡先生已確認，彼與董事會並無意見分歧，且概無有關彼辭任之事宜須提請本公司股東 或聯交所垂注。 董事會謹藉此機會向胡先生於彼任期內對本公司作出之寶貴貢獻致以謝意。 1 委任董事 董事會欣然宣佈，王振輝先生（「王先生」）已獲委任為本公司執行董事、首席執行官及授 權代表，自2025年11月13日起生效。 王先生 ...

Core Insights - The competition among platforms like Shopee, Lazada, and TikTok Shop in Southeast Asia is intensifying, with a focus on live streaming sales and cross-border subsidies, leading to a surge in e-commerce order volumes and rapid growth in logistics services [1][2] - Chinese companies are aggressively expanding into the Southeast Asian market, with notable investments from Jitu, JD Logistics, and Cainiao, indicating a strategic push to capture new growth opportunities [1][2][3] Group 1: Company Performance - Jitu's package volume in Southeast Asia reached 1.997 billion in Q3, a year-on-year increase of 78.7%, with an average daily package volume of 21.7 million [2] - JD Logistics has established three self-operated overseas warehouses in Malaysia and Vietnam and opened two international routes from China to Southeast Asia, enhancing its service capabilities [4] - Cainiao has upgraded its cross-border logistics product matrix, offering faster delivery times and lower shipping costs compared to industry standards [2] Group 2: Market Dynamics - The Southeast Asian express delivery market is projected to grow significantly, with a total package volume expected to reach 20.72 billion by 2025, reflecting a compound annual growth rate of 15.2% from 2025 to 2029 [6] - The region's population of nearly 700 million, with a high percentage of young consumers, shows a strong inclination towards online shopping, similar to China's e-commerce boom a decade ago [7] Group 3: Challenges - Chinese logistics companies face intense competition from local firms and the trend of e-commerce platforms building their own logistics systems, which reduces the market share for third-party logistics providers [8] - Localization challenges, including cultural differences and language barriers, as well as regulatory discrepancies across Southeast Asian countries, pose significant hurdles for Chinese logistics firms [8][9]

Group 1: Industry Trends - Investment, trade, and technology are currently the most popular directions for Chinese companies expanding into Dubai, with compliance and long-term operations being critical for success [2] - The AI glasses market is experiencing rapid growth, with major tech companies accelerating their investments, indicating a shift towards AI glasses as a new human-computer interaction interface [9] - The global solid-state battery demand is projected to reach 740 GWh by 2035, driven by applications in electric vehicles and energy storage [9] Group 2: Company Developments - Gaode has partnered with XPeng Motors to integrate XPeng's Robotaxi into its platform, aiming to create the largest Robotaxi aggregation platform globally [3] - JD Logistics has begun testing its sixth-generation smart delivery vehicles in Saudi Arabia, with a significant increase in order volume since launching its B2C brand JoyExpress [3] - Yunji Technology has signed a strategic cooperation agreement with a Saudi partner to promote smart upgrades in the local tourism and hotel industry [4] - Geely has acquired a 26.4% stake in Renault's Brazilian operations, facilitating local production and market expansion in Latin America [5] - BYD plans to launch its luxury brand "Yangwang" in the Middle East in early 2026, with subsequent expansions to Europe and the Americas [5] - Yika Technology reported a global order backlog exceeding $2.5 billion, with nearly 10 million vehicles equipped with its technology [6] - Tencent Games, Xiaomi, and SHEIN were recognized in the "Top 50 Favorite Global Brands of Generation Z" list, highlighting their strong market presence [6] Group 3: Financing Activities - Shiji Technology completed a 300 million RMB Series B++ financing round to enhance its eVTOL capabilities and global delivery efforts [7] - Weixin Aerospace has raised nearly 100 million RMB through seed and angel rounds, focusing on technology development and overseas expansion [7] - Dazheng Micro-Nano secured over 100 million RMB in Series A3 financing to build production lines for flexible perovskite solar cells [8] - Agile Medical completed a multi-hundred million RMB Series B financing round to support global commercialization and product development [8] - Thunderbird Innovation raised significant funding in a Series C round to strengthen its position in the global consumer-grade AI+AR glasses market [8]

Core Viewpoint - JD Logistics has achieved warehouse automation through 10 years of technological accumulation, with plans to establish the world's first fully automated delivery station by April next year [1][2]. Group 1: Technological Advancements - JD Logistics has successfully implemented warehouse automation, with over 700,000 kilometers of internal testing for unmanned trucks and millions of kilometers for last-mile delivery vehicles [2]. - The company plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [2][3]. - The development of high-density solid-state batteries is expected to trigger a new wave of growth in the robotics and drone industries [2]. Group 2: Employment and Job Creation - Automation will not conflict with employment; instead, it will free workers from heavy labor and create new job opportunities [2][3]. - Future employees may only need to work one day a week or even one hour, as automation reduces the physical demands of their roles [2]. - The development of technology will lead to new demands and services, potentially increasing the global tourism market tenfold in the next five years [3]. Group 3: Logistics Cost Reduction - JD's entry into the logistics sector aimed to reduce China's high social logistics costs, which were significantly above those in developed countries due to disorganized cargo movement [4][5]. - The company believes that social logistics costs as a percentage of GDP can decrease from over 14% to below 10% within five years [5]. - In 2007, the logistics cost in China was over 18% of GDP, while developed countries had logistics costs between 6% and 8% [4][5]. Group 4: Future Projections - If logistics costs can be reduced to 6%, it could save enterprises trillions of yuan in net profits annually, fostering technological advancement and better employee compensation [5]. - JD Logistics has built a national logistics network with over 3,600 warehouses and more than 660,000 frontline employees as of June 2025 [5].

Group 1: Key Insights from Liu Qiangdong's Speech - Liu Qiangdong emphasized the positive impact of robots on employment, suggesting that technology will free humans from tedious tasks and create new demands, services, and jobs, potentially reducing work hours significantly in the future [1] - He announced that JD Logistics will establish the world's first unmanned delivery station by April next year, featuring drones, unmanned vehicles, and robotic arms for cargo handling [1] - JD Logistics plans to procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [1] Group 2: Market Growth and Trends - Morgan Stanley's report forecasts that China's robot market will grow from $47 billion in 2024 to $108 billion by 2028, with a compound annual growth rate (CAGR) of 23% [2] - Drones, mobile robots, and collaborative robots are expected to be the main growth drivers, with respective CAGRs of 20%, 35%, and 46% [2] - Solid-state batteries are crucial for the growth of robots and drones, offering higher energy density and safety, although challenges remain in achieving mass production due to low yield rates and immature supply chains [2] Group 3: Logistics Cost Insights - Liu Qiangdong highlighted that China's social logistics costs were over 18% of GDP in 2006, compared to 6%-8% in developed countries, indicating significant inefficiencies and resource wastage [3] - In 2022, China's social logistics costs were reported at 14.1%, and reducing this to 6% could save enterprises trillions in net profits annually, fostering technological advancement and better employee compensation [3] - The company predicts that with advancements in AI and robotics, China's logistics costs as a percentage of GDP could drop below 10% within the next five years, potentially accelerating progress compared to the past decade [3]

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10月31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 呈交日期: 2025年11月6日 FF301 II. 已發行股份及/或庫存股份變動 | 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 | | --- | --- | --- | --- | --- | --- | | 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 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 ...