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]

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 ...

Core Viewpoint - JD.com aims to build a more resilient "super supply chain" during the APEC Business Leaders Summit, with significant investments planned in logistics technology [4][6]. Investment Plans - JD Logistics plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years, marking an unprecedented investment in China's logistics history [4][6]. - The estimated investment cost for these purchases is projected to be no less than 290 billion RMB [7][8]. Financial Considerations - As of mid-2025, JD Logistics has 17.317 billion RMB in cash, which is insufficient to cover the planned expenditures [8]. - JD Group, which holds a 63.31% stake in JD Logistics, has total cash and cash equivalents of 223.4 billion RMB, but even with annual cash flow growth, it may struggle to independently support this massive investment [8]. Technological Advancements - JD Logistics has significantly increased its R&D spending, with a cumulative investment exceeding 10 billion RMB from 2022 to 2024, surpassing competitors like SF Express [11]. - The company has developed various technological innovations, including AI models and autonomous delivery systems, which have improved operational efficiency [11][12]. Market Expansion - JD Logistics is expanding its global footprint with a "Global Network Plan," aiming to double its self-operated overseas warehouse space by mid-2025 [12][18]. - The company has also initiated a large-scale recruitment of full-time delivery personnel to enhance its last-mile delivery capabilities [12][14]. Strategic Shift - JD Group is transitioning from a traditional e-commerce model to a technology-driven supply chain infrastructure service provider, focusing on logistics as a core business [16][18]. - The company is also investing in instant delivery services and integrating them with its existing logistics network to enhance service quality [14][18]. Financial Performance - JD Logistics achieved profitability in 2023 after 11 years of losses, with a significant increase in adjusted net profit in 2024 [16]. - However, the company's profit growth has slowed in 2025 due to expansion costs, with a notable decline in operating cash flow [18][19].

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） | | （附註6） 普通決議案 | （附註4） 贊成 | （附註4） 反對 | | --- | --- | --- | --- | | 1. | 批准、追認及確認本公司與JD.com, Inc.（「JD.com」）訂立的 | | | | | 日期為2025年10月8日的供應鏈解決方案及物流服務補充協 | | | | | 議（「供應鏈解決方案及物流服務補充協議」）及截至2026年 | | | | | 12月31日止兩個年度的建議經修訂年度上限，更多詳情載 | | | | | 於本公司日期為2025年11月4日的通函；及授權本公司任何 | | | | | 一名董事代表本公司簽署任何文件、文據或協議，並在需 | | | | | 要時加蓋公司印章，及作出其認為就落實本公司與JD.com | | | | | 訂立的日期為2023年9月1日的框架協議（經供應鏈解決方案 | | | | | 及物流服務補充協議修訂），內容有關本公司、其不時的子 | | | | | 公司及關聯併表實體（「本集團」）向JD.co ...

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） 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。 總部： （股份代號：2618） 股東特別大會通告 茲通告京東物流股份有限公司（「本公司」）將於2025年11月21日（星期五）上午十一時正假 座中華人民共和國北京市大興區亦莊經濟技術開發區科創十一街18號院A座舉行股東特 別大會（「股東特別大會」），以考慮及酌情通過下列普通決議案（不論有否修訂）： 普通決議案 「動議 1. 批准、追認及確認本公司與JD.com, Inc.（「JD.com」）訂立的日期為2025年10月8日的供 應鏈解決方案及物流服務補充協議（「供應鏈解決方案及物流服務補充協議」）及截至 2026年12月31日止兩個年度的建議經修訂年度上限，更多詳情載於本公司日期為2025 年11月4日的通函；及授權本公司任何一名董事代表本公司簽署任何文件、文據或協 議，並在需要時加蓋公司印章，及作出其認為就落 ...

此乃要件 請即處理 ( 1 )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 及 ( 2 )股東特別大會通告 閣下如對本通函的任何方面或應採取的行動有任何疑問，應諮詢閣下的股票經紀或其他註冊證 券交易商、銀行經理、律師、專業會計師或其他專業顧問。 閣下如已將名下全部京東物流股份有限公司的股份售出或轉讓，應立即將本通函及隨附的代表 委任表格交予買方或承讓人，或送交經手買賣或轉讓的銀行、股票經紀或其他代理商，以便轉 交買方或承讓人。 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通函的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本通函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） 獨立董事委員會及獨立股東的 獨立財務顧問 獨立董事委員會致獨立股東之函件載於本通函第13至14頁。嘉林資本函件載於本通函第15至26 頁，當中載有其向獨立董事委員會及獨立股東提供的意見。 京東物流股份有限公司謹定於2025年11月21日（ ...

Core Viewpoint - JD Logistics (02618) reported that Debon achieved revenue of approximately 30.27 billion yuan for the first three quarters of 2025, reflecting a year-on-year growth of 6.97% [1] - The net loss attributable to Debon shareholders was approximately 277 million yuan, a shift from profit to loss compared to the previous year; basic loss per share was 0.27 yuan [1] Summary by Category Financial Performance - Revenue for the first three quarters reached about 30.27 billion yuan, marking a year-on-year increase of 6.97% [1] - Net loss attributable to shareholders was around 277 million yuan, indicating a transition from profit to loss year-on-year [1] - Basic loss per share was reported at 0.27 yuan [1]

Core Viewpoint - JD Logistics (02618.HK) announced that it will hold a board meeting on November 13, 2025, to approve the unaudited quarterly results for the three months ending September 30, 2025 [1] Group 1 - The board meeting is scheduled for a Thursday [1] - The meeting will include the approval of results for the company, its subsidiaries, and consolidated entities [1]

京东物流股份有限公司（「本公司」）董事（「董事」）會（「董事會」）謹此宣佈，本公司將於 2025年11月13日（星期四）舉行董事會會議，以（其中包括）批准本公司、其子公司及關聯 併表實體（統稱「本集團」）截至2025年9月30日止三個月之未經審計季度業績。 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） 董事會會議日期 本公司管理層將於2025年11月13日（星期四）下午五時正（北京╱香港時間）舉行電話會 議，以討論本集團截至2025年9月30日止三個月之未經審計季度業績。 有意參加電話會議的參與者請在電話會議計劃開始時間前至少10分鐘進行撥入，並按照 提示輸入參會者密碼以進入電話會議。 撥入號碼： | 中國大陸 | 400 | 810 | 8228（普通話）╱ | 400 | 810 | 8128（英文） | | | --- | - ...

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。 德邦物流股份有限公司 2025 年第三季度之關鍵財務信息 本公告乃由京东物流股份有限公司（「本公司」，連同其子公司及關聯併表實體統稱「本 集團」）根據香港聯合交易所有限公司證券上市規則（「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部項下的內幕消息條文（定義見上市規則）而刊發。 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 1 | | | | 年初至本報告 | | | --- | --- | --- | --- | --- | | | 本報告期 | | 期末期間 | 年初至本報告 | | | （截至2025年 | 本報告期 | （截至2025年 | 期末期間 | | | 9月30日止 | 較去年同期的 | 9月30日止 | 較去年同期的 | | | 三個月） | 變動(2) | 九個月） | 變 ...