正式登陆港交所 京东工业“链”上全球

Core Viewpoint - JD Industrial officially listed on the Hong Kong Stock Exchange, marking a new phase for JD Group's "super supply chain" strategy [1][3] Group 1: Listing and Financial Overview - JD Industrial's IPO price was set at HKD 14.1 per share, raising approximately HKD 28.27 billion in net proceeds, aimed at enhancing supply chain capabilities and potential strategic investments [3] - The company's revenue is projected to grow from CNY 14.1 billion in 2022 to CNY 20.4 billion in 2024, with a compound annual growth rate (CAGR) of 20.1% [5] - Adjusted net profits are expected to increase from CNY 710 million in 2022 to CNY 910 million in 2024, with a CAGR of 12.8% [5] Group 2: Market Position and Strategy - JD Industrial serves over 11,100 core industrial enterprises, including 60% of China's top 500 companies and 40% of Fortune Global 500 companies [5] - The company focuses on MRO, BOM, and spare parts, aggregating over 158,000 manufacturers and distributors, offering around 8.11 million SKUs [5] - JD Industrial aims to reduce supply chain costs in China's industrial sector by CNY 6.8 trillion through innovation and digital transformation [5][6] Group 3: International Expansion and Technological Innovation - JD Industrial plans to expand internationally, starting with Southeast Asia, followed by Brazil, Saudi Arabia, and Europe [7][8] - The company leverages its supply chain infrastructure and digital technology to build overseas supply chain systems [8][10] - The JoyIndustrial model, which utilizes extensive SKU data, aims to address high costs and low efficiency in the industrial sector, providing intelligent decision-making and process optimization [10][11]