生鲜圈要变天？叮咚买菜(DDL.US)盘前涨逾4% 传公司或被京东收购

Core Viewpoint - There are market rumors that Dingdong Maicai (DDL.US) may be acquired by JD.com, leading to a pre-market increase of over 4% in Dingdong's stock price to $2.84. Both companies have not commented on the speculation [1] Group 1: Company Performance - Dingdong Maicai reported Q2 2025 revenue of 5.98 billion yuan, representing a year-on-year growth of 6.7% [1] - The Gross Merchandise Volume (GMV) for the same period was 6.5 billion yuan, showing a year-on-year increase of 4.5% [1] - The total number of orders increased by 5.5% year-on-year [1] - The company achieved a net profit of 100 million yuan, which is a 59.7% year-on-year increase, marking the sixth consecutive quarter of profitability [1] - Under Non-GAAP standards, the net profit was 130 million yuan, reflecting a year-on-year growth of 23.9%, and the company has achieved Non-GAAP profitability for 11 consecutive quarters [1] Group 2: Industry Context - JD.com has been expanding its offline retail market, with its self-operated supermarket chain, JD Seven Fresh, rapidly opening new locations [1] - The first store of JD Seven Fresh in Shijiazhuang opened on December 19, featuring a variety of products including fresh vegetables, fruits, meat, eggs, beverages, snacks, baked goods, seafood, and household items [1]