截至月份: 2025年7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8月6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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02618 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | 40,000,000,000 | | USD | 0.000025 | USD | | 1,000,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 40,000,000,000 | USD | | 0.000025 USD | | 1,000,000 | 本月底法定/註冊股本總額： USD 1,000,000 FF301 第 1 頁 共 10 頁 v 1.1.1 股 ...

金融界8月4日消息，上证指数低开高走，中证香港300运输指数 (H300运输，H30325)报1098.01点。 数据统计显示，中证香港300运输指数近一个月上涨14.29%，近三个月上涨26.48%，年至今上涨 21.50%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 据了解，中证香港300行业主题指数系列从中证香港300指数样本中选取银行、运输、资源、基建、物流 和休闲等行业主题上市公司证券作为指数样本，以反映香港市场不同主题上市公司证券的整体表现。该 指数以2004年12月31日为基日，以1000.0点为基点。 从指数持仓来看，中证香港300运输指数十大权重分别为：中通快递-W（22.28%）、极兔速递-W （21.3%）、中远海控（12.02%）、海丰国际（11 ...

格隆汇7月31日丨京东物流(02618.HK)发布公告，公司将于2025年8月14日举行董事会会议，以（其中包 括）批准公司、其子公司及关联并表实体截至2025年6月30日止三个月及六个月的未经审计中期业绩。 ...

董事會會議日期 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8月14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6月30日止三個月及六個月之未經審計中期業績。 本公司管理層將於2025年8月14日（星期四）下午六時正（北京╱香港時間）舉行電話會議， 以討論本集團截至2025年6月30日止三個月及六個月之未經審計中期業績。 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。 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，並明確表示概不就因本公告全部或任何部分內容而產生或因依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） 撥入號碼： 中國大陸 400 810 8228（普通話）╱ 400 810 8128（英文） 中國香港 +852 3005 1355（普通 ...

7月26日，京东物流凭借其"北京大兴机场亚一智狼服装仓项目"，在第五届中国新电商大会上入选2024- 2025年度中国新电商发展创新案例。该奖项是本届大会物流行业仅有的获奖案例。这不仅是对京东物流 在智能供应链仓储领域突破性成就的高度认可，更彰显了其以科技创新驱动新电商经济发展的强大实 力。 截至2024年底，京东物流累计获得授权专利和软件许可超5000项。凭借这些专有技术，京东物流已经构 建了一套全面的智能物流系统，京东物流表示，未来将继续深化科技创新，强化一体化供应链服务能 力，并将像"货到人系统"这样经过验证的先进解决方案推广至更广泛的市场，积极服务于国家新电商发 展和现代物流体系建设。 该系统创造性地融合了"智狼搬运机器人"和"智狼飞梯机器人"，通过悬挂式飞梯机器人设计，将巷道间 距极限压缩至900毫米，配合钩取式取货机构缩小料箱间距，高效利用12米净空。经过京东内部仓两种 模式实际运营对比，作业坪效是传统自动化仓储（CTU）的2.5倍；在搬箱效率方面，单台智狼飞梯机 器人每小时可完成120箱的取放作业，搬箱能力是传统CTU的1.8倍，仓库出库拣选效率提升300%。同 时，系统展现出卓越的柔性：搬运机 ...

Group 1 - The company is providing various support measures for the children of frontline employees participating in this year's college entrance examination, including congratulatory bonuses, paid study leave, free campus delivery, and priority recruitment after graduation [1] - For children of frontline employees who achieve the highest scores or are admitted to prestigious universities (985, 211, Double First Class), the company will award congratulatory bonuses and grant three days of paid leave to the families [1] - The company will offer internship and campus recruitment opportunities for the university children of all frontline employees, with priority given to those who meet job requirements under equal conditions [1]

京东：京东物流给所有一线员工的大学子女提供实习和校招机会 金十数据7月31日讯，京东微信公众号发文表示，针对今年参加高考的，全职骑手及京东物流快递员、 运输司机、分拣员、打包员与客服人员等一线岗位员工的子女，提供高考贺喜金、带薪送学假、免费校 园寄及毕业后京东优先录取等关怀举措。今年参加高考的一线员工子女中，考取最高分以及考取985、 211、双一流等高校的员工子女，京东物流将给予高考贺喜奖金，同时给以上员工家庭发放3天带薪假。 未来就业时，京东物流给所有一线员工的大学子女提供实习和校招机会，符合岗位要求的，在同等条件 下优先录用。 （京东黑板报） ...

Core Insights - JD Logistics was recognized at the 5th China New E-commerce Conference for its innovative "Smart Wolf" warehousing system, highlighting its achievements in intelligent supply chain solutions [1][3] - The award is the only logistics industry recognition at the conference, emphasizing JD Logistics' strength in driving new e-commerce development through technological innovation [1][3] Group 1: Technological Innovation - The "Smart Wolf" system integrates "Smart Wolf Handling Robots" and "Smart Wolf Lifting Robots," significantly improving operational efficiency in the apparel warehousing sector [3] - The system achieves a 2.5 times higher operational efficiency compared to traditional automated warehousing (CTU) and a 300% increase in picking efficiency [3][5] - The design allows for a compact aisle width of 900mm and utilizes a 12-meter height, optimizing space and operational flexibility [3] Group 2: Application and Impact - The first application of the "Smart Wolf" system at Beijing Daxing Airport covers over 3,000 square meters and stores nearly 100,000 SKUs for children's clothing, reducing logistics costs by 50% [5] - The system has been successfully implemented in various cities, including Beijing, Fuzhou, Guangzhou, and Chengdu, enhancing warehouse operational efficiency [5] - JD Logistics aims to replicate and scale the "Smart Wolf" system across the country, contributing to the new e-commerce ecosystem and modern logistics infrastructure [6] Group 3: Industry Context - The China New E-commerce Development Report (2025) highlights the role of innovative-driven e-commerce in economic transformation and the dual circulation strategy [6] - The Chinese government aims to reduce logistics costs by 300 billion yuan by 2025, aligning with JD Logistics' efforts to enhance efficiency and lower costs through technological advancements [6] - JD Logistics has over 5,000 authorized patents and software licenses, establishing a comprehensive intelligent logistics system to support the growth of new e-commerce [6]

Group 1 - The core viewpoint of the news is that the increase in the minimum express delivery price in Yiwu is expected to alleviate price pressure in the third quarter, but it does not address the fundamental issues of overcapacity and service homogenization in the industry [1][3] - The average delivery price in Yiwu has been raised by 0.1 RMB to 1.2 RMB, effective from July 18 [1] - Bank of America believes that if there is no industry consolidation, any increase in average prices will not be sustainable [1][3] Group 2 - Bank of America has raised the expected earnings per share for YTO Express, Shentong, and Jitu by 6-7% for the years 2025-2027 [2] - Target prices for these companies have been increased by 18-32% based on the mixed expectations for 2025/2026 [2] - The company maintains a neutral rating on Zhongtong due to slow market share growth but reasonable valuation [2] Group 3 - The structural negative impact on average price and market share control is highlighted, indicating that the price war is unlikely to stop as long as overcapacity exists [3] - Merchants can circumvent the price control by sending packages to nearby areas without such controls [3] - Bank of America suggests that the focus should be on improving the welfare of couriers rather than merely adjusting price controls [3]

Summary of JD Logistics Conference Call Company Overview - **Company**: JD Logistics - **Industry**: Logistics and Supply Chain Management Key Points and Arguments 1. **Revenue Growth Expectations**: JD Logistics anticipates double-digit revenue growth in 2025, with a projected revenue increase of 11% in Q2, surpassing Q1's 11.5% growth rate [2][4][45] 2. **Financial Performance**: From 2018 to 2024, JD Logistics' revenue grew from 37.8 billion to 182.8 billion RMB, with a compound annual growth rate (CAGR) of 30%. Net profit improved from a loss of 2.7 billion to a profit of 7.088 billion RMB [2][8] 3. **Revenue Structure Shift**: The proportion of revenue from external customers increased from 30% in 2018 to 70% in 2024, while the share from integrated supply chain services decreased [2][9] 4. **Market Size and Growth**: The Chinese outsourced logistics market is expected to reach 9.2 trillion RMB by 2025, with a CAGR of approximately 8%. The integrated supply chain logistics market is projected to grow to 3.2 trillion RMB, with a CAGR of 10.3% [2][11][12] 5. **Acquisitions for Competitive Edge**: JD Logistics has enhanced its express delivery capabilities through acquisitions of Kuaixun and Debang, improving its network and product offerings to compete with rivals like SF Express and Cainiao [2][17] 6. **Valuation and Growth Potential**: JD Logistics is currently valued at approximately 13 times its earnings, which is lower than SF Express's valuation, indicating a potential growth space of over 20% for its stock [3] Additional Important Insights 1. **Technological Investment**: JD Logistics emphasizes technology investment, with R&D expenses totaling 3.6 billion RMB by 2024, and a higher R&D expense ratio compared to SF Express [5][31] 2. **Supply Chain Efficiency**: The company has improved inventory turnover days to 29, outperforming major competitors like Amazon and Walmart [5][24] 3. **Customer Base Expansion**: The number of external customers increased from over 30,000 to more than 80,000 between 2018 and 2024, with average revenue per customer rising from 230,000 to 400,000 RMB [28][29] 4. **Cross-Border Business Development**: JD Logistics is focusing on cross-border business, managing over 100 bonded and overseas warehouses, covering 19 countries and regions [37] 5. **Cold Chain and Large Item Services**: The company is expanding its cold chain services and has introduced a comprehensive delivery and installation service for large items, enhancing its competitive position [38][39] 6. **Financial Projections for 2025**: JD Logistics expects revenue to reach 200 billion RMB in 2025, with net profit estimates of 6.8 billion RMB, and NON-IFRS net profit projections of up to 8.3 billion RMB [45] Industry Context 1. **Logistics Market Dynamics**: The overall logistics market in China is rapidly growing, with a significant shift towards integrated supply chain solutions driven by industry upgrades and e-commerce growth [11][18][19] 2. **Competitive Landscape**: JD Logistics holds a 3.04% market share in the integrated supply chain sector, ranking first domestically but still facing competition from a fragmented market [15] 3. **E-commerce Influence**: The growth of online sales channels is increasing demand for integrated supply chain management, with e-commerce GMV continuing to rise [19][20] This summary encapsulates the key insights from the JD Logistics conference call, highlighting the company's growth trajectory, competitive strategies, and the broader logistics market landscape.