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，並明確表示概不會就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。 根據不同投票權架構，我們的股本包括A類普通股及B類普通股。對於提呈我們股東大會的任何決議案，A類普通 股持有人每股可投1票，而B類普通股持有人則每股可投20票，惟法律或我們的組織章程大綱及細則另行規定者除 外。股東及有意投資者務請留意投資不同投票權架構公司的潛在風險。我們的美國存託股（每股美國存託股代表 兩股A類普通股）於美國納斯達克全球精選市場上市，股份代碼為JD。 JD.com, Inc. 京東集團股份有限公司 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：9618（港幣櫃台）和89618（人民幣櫃台）） 內幕消息 京東物流委任新首席執行官 本公告根據《香港聯合交易所有限公司證券上市規則》第13.09條及香港法例第571章《證 券及期貨條例》第XIVA部刊發。 京東集團股份有限公司（「本公司」，連同其子公司與關聯併表實體，統稱「京東集團」） 今日欣然宣佈，本公司的併表子公司京东物流 ...

Core Insights - JD Group reported a revenue of 299.1 billion yuan for Q3 2025, representing a year-on-year growth of 14.9%, exceeding expectations [2][8] - The core retail business of JD continues to strengthen its market position, with daily necessities category revenue growing by 18.8%, approximately four times the industry average growth rate [2][9] - New business segments, including food delivery, saw a significant revenue increase of 214% year-on-year, accelerating from Q2 [10] Revenue Growth - Q3 revenue reached 299.1 billion yuan, a 14.9% increase compared to the previous year, surpassing forecasts [2][8] - Service revenue grew by 30.8%, marking a two-year high, with its revenue share rising to a historical peak of 24.4% [10] User Engagement - The annual active user count surpassed 700 million in October, achieving a new milestone, with strong growth in user shopping frequency [3][9] - Quarterly active user numbers and shopping frequency increased by over 40% year-on-year [9] Business Diversification - JD's core retail business has established a multi-engine complementary growth matrix, enhancing its competitive edge [3] - The food delivery segment continues to expand, with improved profitability metrics leading to reduced investment losses [3][10] Innovation and Product Development - JD's customized product offerings have significantly increased, with the number of new heavy-duty products launched being five times that of the previous year [11] - The company has expanded its offline presence, with over 4,000 3C digital stores and more than 20 JD MALL locations nationwide [11] Supply Chain and Logistics - As of Q3, JD's supply chain infrastructure assets totaled 174.3 billion yuan, with plans to invest in 3 million robots and 100,000 drones over the next five years [15][17] - The company has made substantial investments in R&D, totaling nearly 160 billion yuan since 2017, to drive technological advancements [17]

Group 1: Tencent - Tencent reported third-quarter revenue of 192.87 billion RMB, a year-on-year increase of 15%, exceeding the estimate of 188.8 billion RMB and up from 167.19 billion RMB in the same period last year [1] - The net profit for Tencent in the third quarter was 63.13 billion RMB, representing a 19% year-on-year growth, surpassing the forecast of 55.88 billion RMB [1] - Non-IFRS profit attributable to equity holders increased by 18% to 70.6 billion RMB in the third quarter [1] Group 2: JD.com - JD.com reported third-quarter revenue of 299.1 billion RMB, a year-on-year growth of 14.9% [1] - The net profit for JD.com was 5.3 billion RMB, down from 11.7 billion RMB in the same period last year [1] - New business segments, including food delivery, saw a revenue increase of 214% year-on-year, while service revenue grew by 30.8%, reaching a historical high of 24.4% of total revenue [1] Group 3: SMIC - SMIC's third-quarter revenue was 17.162 billion RMB, reflecting a year-on-year increase of 9.9% [1] - The net profit for SMIC was 1.51 billion RMB, a significant year-on-year growth of 43.1% [1] - For the first three quarters, SMIC reported revenue of 49.510 billion RMB, up 18.2% year-on-year, and a net profit of 3.81 billion RMB, which is a 41.1% increase [1] Group 4: Bilibili - Bilibili's total net revenue for the third quarter was 7.69 billion RMB, a year-on-year increase of 5% [2] - Advertising revenue reached 2.57 billion RMB, showing a year-on-year growth of 23% [2] - The gross profit was 2.82 billion RMB, with a gross margin of 36.7%, and the net profit turned positive at 469 million RMB compared to a net loss of 798 million RMB in the same period last year [2]

财报提及，京东年度活跃用户数在10月突破7亿。新业务表现上，京东CEO许冉表示，三季度京东外卖 实现了环比投入收窄，这主要得益于其单均损益表现的改善。 盘面上，京东美股盘前持续走高，截至发稿，涨超4%。 编辑丨钉钉 11月13日，京东集团在港交所公告，2025年第三季度收入为人民币2991亿元，较2024年第三季度增加 14.9%。2025年第三季度归属于公司普通股股东的净利润为人民币53亿元，2024年第三季度为人民币 117亿元。 ...

哔哩哔哩第三季度净营业额总额为人民币76.9亿元，同比增长5%。其中，广告营业额为人民币25.7亿 元，同比增长23%。毛利润为人民币28.2亿元，同比增长11%，毛利率达36.7%。净利润为人民币4.69亿 元，去年同期净亏损人民币7980万元。经调整净利润为人民币7.86亿元，同比增长233%。经调整净利 润率为10.2%，较2024年同期的3.2%有所增加。 京东集团发布三季报，三季度，京东集团收入为2991亿元人民币，同比增长14.9%；净利润53亿元，上 年同期净利润117亿元。外卖等新业务三季度收入同比增长214%；服务收入同比增长达到30.8%，收入 占比进一步提升至24.4%的历史新高。 中芯国际第三季度营收为171.62亿元，同比增长9.9%；净利润为15.1亿元，同比增长43.1%。前三季度 营收为495.10亿元，同比增长18.2%；净利润为38.1亿元，同比增长41.1%。业绩增长主要得益于晶圆销 量同比增加及产品组合变动。 智通财经11月13日讯，今日，腾讯、京东、中芯国际、哔哩哔哩等公司集体发布三季报业绩。 腾讯控股第三季度营收1928.7亿元，同比增15%，预估1888亿元，上年 ...

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Group 1: Tencent Holdings - Tencent achieved revenue of 192.87 billion yuan in Q3 2025, a year-on-year increase of 15% [3] - Net profit attributable to equity holders was 63.13 billion yuan, up 19% year-on-year [3] - Key business segments showed robust growth: value-added services revenue was 95.9 billion yuan (+16%), marketing services revenue was 36.2 billion yuan (+21%), and fintech and enterprise services revenue was 58.2 billion yuan (+10%) [3] Group 2: JD Group - JD Group reported Q3 2025 revenue of 299.1 billion yuan, a 14.9% increase compared to Q3 2024 [4] - Net profit for Q3 2025 was 5.3 billion yuan, down from 11.7 billion yuan in Q3 2024 [4] - JD Retail's revenue for Q3 2025 was 250.6 billion yuan, an 11.4% increase year-on-year [4] Group 3: SMIC (Semiconductor Manufacturing International Corporation) - SMIC reported Q3 2025 revenue of 17.16 billion yuan, a year-on-year increase of 9.9% [5] - Net profit for Q3 2025 was 1.52 billion yuan, up 43.1% year-on-year [5] - The company achieved a gross margin of 25.5%, an increase of 4.8 percentage points quarter-on-quarter [5] Group 4: Bilibili - Bilibili's total net revenue for Q3 2025 reached 7.69 billion yuan, a 5% increase year-on-year [7] - Adjusted net profit was 786 million yuan, reflecting a significant increase of 233% year-on-year [7] - Key user metrics reached historical highs, with daily active users growing by 9% to 117 million and monthly active users increasing by 8% to 376 million [7]

京东集团-SW(09618)发布截至2025年9月30日止三个月第三季度业绩，该集团取得总收入人民币2990.59 亿元(单位下同)，同比增加14.85%;税前合并利润总额66.33亿元，同比减少56.49%;归属于本公司普通股 股东的净利润52.76亿元，同比减少55.03%;每股基本收益1.86元。 "三季度，我们的用户规模与购物频次保持强劲增长，年度活跃用户数在10月份突破7亿大关，创下新的 里程碑，"京东集团首席执行官许冉女士表示。"核心京东零售业务已构建起多引擎互补的增长矩阵。虽 然带电品类面临以旧换新高基数的影响，我们有信心进一步巩固在该领域的领先市场地位，并挖掘日用 百货品类与广告服务的巨大增长潜力。此外，京东外卖继续扩大业务规模，并与京东零售不断加深协同 效应，与此同时，三季度京东外卖实现了环比投入收窄，这主要得益于其单均损益表现的改善。整体来 看，我们各项业务均取得稳健进展，相信它们将协同发力，充分释放我们整体业务生态的长期发展潜 能。" "三季度，京东集团总收入同比增长14.9%，主要得益于各项业务的健康发展，"京东集团首席财务官单 甦先生表示。"本季度，京东零售收入同比增长11.4%，其 ...

Core Insights - JD Group reported a strong Q3 2025 performance, with revenue reaching 299.1 billion RMB (approximately 42 billion USD), a year-on-year increase of 14.9%, exceeding expectations [1] - The company's core retail business continues to strengthen its market position, with significant growth in various categories, including daily necessities and new businesses like food delivery [1][2] Revenue Growth - Q3 revenue from daily necessities increased by 18.8%, approximately four times the industry average growth rate [1] - Supermarket category revenue has seen double-digit growth for seven consecutive quarters [1] - Clothing and footwear category revenue growth was about eight times the industry average [1] - New businesses, particularly food delivery, experienced a remarkable 214% year-on-year revenue growth, accelerating from Q2 [1] User Engagement - The number of active users surpassed 700 million in October, marking a new milestone, with strong growth in shopping frequency [2] - The company has established a multi-engine complementary growth matrix in its core retail business [2] Supply Chain Innovation - JD's super supply chain, built over years of investment, is driving innovation and efficiency across various industries, enhancing the interaction between production, circulation, and consumption [2][4] - The supply chain infrastructure asset scale reached 174.3 billion RMB by Q3 2025 [5] Product and Service Expansion - The number of customized heavy-duty new products launched in Q3 was five times that of the previous year, with significant growth in categories like home appliances and beauty products [3] - JD Health launched over 30 new specialty drugs, reinforcing its position as the leading platform for new specialty drug launches [3] Market Position and Recognition - JD ranked 44th in the 2025 Fortune Global 500 list, improving from 366th, and has been recognized as the top private enterprise in China for four consecutive years [7] - The company is the only retail enterprise in China to sign formal labor contracts with all frontline employees and cover their social insurance [7] Community and Social Responsibility - JD initiated the "Warm Sun Elderly Assistance Public Welfare Action" in collaboration with the China Aging Development Foundation, leveraging its supply chain advantages to enhance services for the elderly [8]

Core Viewpoint - JD Group is collaborating with local fish enterprises in Zhuhai to explore a new retail model combining "New Year Fish" and instant retail, aiming to enhance brand promotion and sales during the upcoming New Year season [2][18]. Group 1: Collaboration and Discussions - On November 13, JD Group representatives visited the Zhuhai prepared food industry park to discuss cooperation with local fish enterprises, focusing on the upcoming "JD New Year Dish Festival" and instant retail business [2][3]. - The atmosphere during the discussions was positive, with local enterprises expressing strong interest in participating and expanding new retail channels [4][18]. Group 2: Instant Retail Model - JD introduced its advantages and the "instant retail" model, which allows consumers to receive products quickly through online ordering, store delivery, and immediate dispatch [6][7]. - This model breaks traditional e-commerce time constraints, providing a new sales and consumption experience for perishable goods, prepared dishes, and festive products [8]. Group 3: New Year Fish Industry - The "New Year Fish" industry in Zhuhai has developed rapidly, becoming a representative of branded and festive seafood products, symbolizing prosperity and good wishes [9][10][16]. - The industry has successfully penetrated the national market through standardized processing, cold chain distribution, and brand operation, making it a popular choice for New Year celebrations [16]. Group 4: Innovative Consumption Chain - The discussions centered on the innovative model of "New Year Fish + Instant Retail + Media," aiming to integrate JD's online channels, instant retail resources, and media promotion to create a new consumption chain [17][19]. - This model is expected to promote the national branding of Zhuhai's New Year Fish and provide valuable opportunities for local prepared food enterprises to expand into new retail sectors [20][21]. Group 5: Future Prospects - Participating enterprises expressed commitment to enhance product standardization and supply capabilities to bring "Zhuhai New Year Fish" to more consumers' dining tables [21][23]. - JD plans to strengthen connections with the Zhuhai prepared food industry and explore digital and brand development paths for regional specialty agricultural products [23][24]. - The discussions laid a solid foundation for deep cooperation between JD and the Zhuhai New Year Fish industry, injecting new momentum into the integration of "prepared dishes + instant retail" [25].