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） 內幕消息 2 1. 為避免疑義，上表中的所有數據均摘自該中期報告。 2. 本報告期指截至2025年6月30日止六個月。去年同期指截至2024年6月30日止六個月。 3. 截 至2025年6月30日 止 六 個 月，歸 屬 於 德 邦 股 東 的 扣 除 非 經 常 性 損 益 的 淨（虧 損）╱ 利 潤 為 虧 損 人 民 幣 33,439,734.77元，相當於與去年同期相比，轉盈為虧（截至2024年6月30日止六個月：盈利人民幣197,605,857.66 元）。 4. 截至2025年6月30日止六個月，扣除非經常性損益的基本每股（虧損）╱收益為虧損人民幣0.03元╱股，相當於 與去年同期相比，轉盈為虧（截至2024年6月30日止六個月：收益人民幣0.20元╱股）。 5. 截至202 ...

Core Insights - JD Logistics reported a total revenue of 98.53 billion yuan for the first half of 2025, representing a year-on-year growth of 14.1% [1] - The company achieved an adjusted net profit of 3.34 billion yuan, exceeding market expectations for revenue, revenue growth, and net profit [1] - Integrated supply chain revenue in the second quarter grew by 26.3%, leading the industry [1] Financial Performance - Total revenue reached 98.53 billion yuan as of June 30, 2025, with a 14.1% increase compared to the previous year [1] - Adjusted net profit for the first half of the year was 3.34 billion yuan, indicating strong profitability [1] - The second quarter saw a significant growth in integrated supply chain revenue, up by 26.3% [1] Operational Efficiency - The company enhanced resource utilization efficiency and reduced logistics costs through technology empowerment, network layout optimization, and refined management practices [1] - These initiatives contributed to a steady improvement in profitability levels [1]

Core Insights - JD Logistics reported a total revenue of 98.53 billion yuan for the first half of 2025, marking a year-on-year growth of 14.1% [1] - The integrated supply chain revenue grew by 26.3% in the second quarter, leading the industry [1][3] - Adjusted net profit for the first half of 2025 reached 3.34 billion yuan, exceeding market expectations [1] Revenue Growth - JD Logistics' integrated supply chain customer revenue was approximately 50.11 billion yuan in the first half of 2025, reflecting a year-on-year increase of 19.9% [1] - The number of external integrated supply chain customers surpassed 70,000, with an average revenue per customer of 239,000 yuan [1] Industry Collaboration - In the home appliance sector, JD Logistics expanded its collaboration with a well-known brand to include a "delivery and installation" model, significantly improving logistics efficiency and reducing complaint rates [3] - The company also enhanced its service offerings in the apparel sector by providing comprehensive logistics solutions, addressing high return rates and slow inventory turnover [4] Technological Innovation - JD Logistics emphasized technology innovation as a core driver of steady growth, integrating smart technologies across its logistics operations [5][7] - The "Smart Wolf" solution for intelligent warehousing has been deployed in multiple cities, improving order processing efficiency [7] - The company holds over 5,000 authorized patents, with more than 3,000 related to automation and unmanned technologies [8] Service Expansion - JD Logistics reported revenue from express and freight services reaching 48.42 billion yuan in the first half of 2025 [9] - The company launched a comprehensive logistics upgrade for perishable goods, achieving next-morning delivery for lychees during the peak season [9] Employment and Social Responsibility - As of June 30, 2025, JD Logistics employed over 660,000 frontline workers, providing comprehensive benefits and support programs [16] - The company has been recognized for its commitment to employee welfare and community engagement [16][17] International Growth - JD Logistics continued to expand its overseas operations, with new warehouses established in various countries, enhancing its global supply chain network [13] - The company launched its self-operated express brand "JoyExpress" in Saudi Arabia, marking a significant step in localizing its overseas operations [13] Customer Satisfaction - JD Logistics maintained a leading position in customer satisfaction within the express delivery sector, as reported by the State Post Bureau [11]

Core Viewpoint - JD Logistics reported a total revenue of 98.53 billion yuan for the first half of 2025, reflecting a year-on-year growth of 14.1% [1] Financial Performance - The adjusted net profit for JD Logistics reached 3.34 billion yuan in the first half of 2025, exceeding market expectations [1] - The revenue growth and net profit figures surpassed market forecasts, indicating strong financial performance [1] Operational Efficiency - The company enhanced resource utilization efficiency and reduced logistics costs through technology empowerment, network layout optimization, and refined management [1] - In the second quarter, integrated supply chain revenue grew by 26.3%, leading the industry [1]

Core Insights - JD Logistics reported a revenue of RMB 51.565 billion for the three months ending June 30, 2025, representing a year-on-year increase of 16.6% [1] - For the first half of 2025, the company achieved a total revenue of RMB 98.532 billion, a year-on-year growth of 14.11% [2] - The company emphasizes its mission of "technology-driven, leading global efficient circulation and sustainable development" while focusing on integrated supply chain solutions [1][2] Financial Performance - Non-IFRS profit for the three months ending June 30, 2025, was RMB 2.588 billion, up 5.4% year-on-year [1] - For the first half of 2025, non-IFRS profit reached RMB 3.339 billion, reflecting a 7.1% increase year-on-year [2] - Profit attributable to owners for the three months was RMB 2.129 billion, a 5.08% increase year-on-year [1] Customer and Revenue Growth - Revenue from external customers for the first half of 2025 was RMB 66.1 billion, a 10.2% increase, accounting for 67.1% of total revenue [2] - Integrated supply chain customer revenue reached RMB 50.1 billion, growing 19.9% year-on-year, with external integrated supply chain customer revenue at RMB 17.6 billion, up 14.7% [3] - The number of external integrated supply chain customers increased by 14.5% to 73,713 [3] International Expansion - JD Logistics launched its self-operated express brand "JoyExpress" in Saudi Arabia, providing various delivery services [4] - The company expanded its overseas warehouse network, covering 23 countries and regions by June 30, 2025 [5] - The company aims to replicate its domestic supply chain capabilities in international markets, contributing to significant revenue growth from overseas integrated supply chain business [5] Technological and Operational Enhancements - The company employs over 4,700 R&D professionals, focusing on automation and AI to enhance logistics processes [6] - As of June 30, 2025, JD Logistics operated over 1,600 warehouses and more than 19,000 delivery stations, employing over 660,000 operational staff [6] - The company is enhancing its service capabilities by recruiting full-time riders for its food delivery service, expected to improve efficiency [6]

Core Viewpoint - JD Logistics reported a total revenue of 98.53 billion yuan for the first half of 2025, reflecting a year-on-year growth of 14.1% [1] Group 1: Financial Performance - As of June 30, JD Logistics achieved an adjusted net profit of 3.34 billion yuan, exceeding market expectations [1] - The revenue growth and net profit figures surpassed market forecasts, indicating strong financial performance [1] Group 2: Operational Efficiency - The company enhanced resource utilization efficiency and reduced logistics costs through technology empowerment, network layout optimization, and refined management [1] - Integrated supply chain revenue in the second quarter grew by 26.3%, leading the industry [1]

Core Viewpoint - JD Logistics reported a revenue of 98.53 billion yuan for the first half of the year, reflecting a year-on-year growth of 14.1% and an adjusted net profit of 3.34 billion yuan [1] Financial Performance - The revenue from express delivery and freight services reached 48.42 billion yuan [1] - The adjusted net profit for the first half of the year was 3.34 billion yuan [1] Business Growth - Significant growth was observed in various fresh produce categories, including lychee, cherry, tea, loquat, and bayberry [1] - JD Express enhanced user penetration in campuses, hospitals, and CBD areas [1]

| 文人 | 51,564,661 | 44,207,421 | 16.6% | | --- | --- | --- | --- | | E利 | 5,479,117 | 5,252,911 | 4.3% | | 余税前利潤 | 2.555.615 | 2.486.100 | 2.8% | | 明 利 潤 | 2,348,544 | 2,245,043 | 4.6% | | 明間非國際財務報告準則利潤(1) | 2,587,585 | 2.455.535 | 5.4% | | 明間非國際財務報告準則利潤率1) | 5.0% | 5.6% | (0.5)個百分點 | | 明間非國際財務報告準則EBITDA | 5,719,323 | 5,633,097 | 1.5% | | 明間非國際財務報告準則EBITDA利潤率1 | 11.1% | 12.7% | (1.7)個百分點 | IT之家 8 月 14 日消息，京东物流今日发布截至 2025 年 6 月 30 日止三个月及六个月业绩公告，2025 年上半年： | C | 3 | 1 | | --- | --- | --- | | | | | | | | 总收入达到 ...

京东物流(02618.HK)宣布，自2025年8月14日起，邓以海已获委任为独立非执行董事。 ...

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。 執行董事 胡偉 （首席執行官） 非執行董事 劉強東 （主席） 獨立非執行董事 顧宜 吳燕安 趙先德 張揚 葉林 鄧以海 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 | | --- | --- | --- | --- | | 胡偉 （首席執行官） | | | | | （主席） 劉強東 | | | 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8月14日 ...