Core Viewpoint - JD Logistics reported a revenue of 217.15 billion RMB for the fiscal year ending December 31, 2025, representing an 18.8% year-on-year growth, driven by increased revenue from integrated supply chain clients and other customers [1] Group 1: Revenue Breakdown - Revenue from external customers reached 136.8 billion RMB, marking a 7.1% increase year-on-year [1] - Revenue from integrated supply chain clients surged from 87.4 billion RMB in 2024 to 116.2 billion RMB in 2025, a growth of 33.0% [2] - Revenue from other customers rose from 95.5 billion RMB in 2024 to 100.9 billion RMB in 2025, an increase of 5.7% [2] Group 2: Client and Service Expansion - The number of external integrated supply chain clients increased from 80,703 in 2024 to 91,161 in 2025, reflecting a growing demand for the company's services [2] - The average revenue per client for the fiscal year ending December 31, 2025, was 393,907 RMB, slightly down from 400,156 RMB in 2024 [2] Group 3: Supply Chain Capabilities - The company is continuously enhancing its supply chain capabilities, expanding its business boundaries and service depth through differentiated high-standard services [3] - JD Logistics has successfully doubled its self-operated overseas warehouse area, with nearly 200 bonded, direct mail, and overseas warehouses totaling around 2 million square meters [3] Group 4: Technological Innovation - The company is advancing the global application of self-developed automation equipment, with the first overseas smart warehouse launched in the UK in Q4 2025 [4] - JD Logistics successfully completed its first overseas drone test flight in Saudi Arabia in December 2025, showcasing the global replicability of its technological solutions [4]
京东物流(02618)发布2025年度业绩，股东应占利润66.47亿元，同比增长7.2%