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% [2] - The integrated supply chain revenue grew by 26.3% in the second quarter, leading the industry [2] - Adjusted net profit for the first half of 2025 reached 3.34 billion yuan, exceeding market expectations [2] Revenue Growth - JD Logistics' integrated supply chain customer revenue was approximately 50.11 billion yuan, with a year-on-year increase of 19.9% [2] - The number of external integrated supply chain customers exceeded 70,000, with an average revenue per customer of 239,000 yuan [2] Industry Collaboration - In the home appliance sector, JD Logistics expanded its collaboration with a well-known brand to include a comprehensive supply chain solution, significantly improving logistics efficiency and reducing damage and complaint rates [3] - The company also enhanced its service offerings in the apparel sector, addressing high return rates and slow inventory turnover through improved logistics solutions [4] Technological Innovation - JD Logistics emphasized technological innovation, integrating smart logistics solutions across all supply chain segments to enhance operational efficiency [5] - The "Smart Wolf" solution for intelligent warehousing has been deployed in multiple key cities, marking a new phase of large-scale application [5] Service Expansion - The "JD Service+" platform has launched various industry-leading solutions in areas such as appliance installation and maintenance, serving over 100 million users nationwide [6] - The company has also begun recruiting full-time delivery personnel to enhance its last-mile delivery capabilities [5]
京东物流中期业绩:总收入达985.3亿元 “京东服务+”累计服务1亿用户