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 ...

智通财经APP讯，京东物流(02618)发布公告，自2025年8月14日起，邓以海先生已获委任为独立非执行 董事。 ...

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 Market Expansion - 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] - The number of external integrated supply chain customers reached 73,713, a year-on-year increase of 14.5% [3] - Average revenue per external integrated supply chain customer was RMB 239,000 [3] Service and Product Development - Integrated supply chain customer revenue for the first half of 2025 was RMB 50.1 billion, up 19.9% year-on-year [3] - The company launched its self-operated express brand "JoyExpress" in Saudi Arabia, enhancing its logistics network [4] - The company is expanding its overseas warehouse network, now covering 23 countries and regions [5] Technological Innovation and Infrastructure - The company employs over 4,700 R&D professionals, focusing on automation and AI to enhance logistics efficiency [6] - As of June 30, 2025, JD Logistics operates over 1,600 warehouses and more than 19,000 delivery stations [6] - The company has over 660,000 self-operated employees, including full-time delivery riders [6]