针对法国仓遭遇盗抢事件，京东深夜回应财联社记者称，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警方已介入调查处理。目前仓 库已恢复正常运营，我们关注到相关方面披露的"重大损失数据"，与实际情况有较大出入。 京东方面同时表示，近年来，京东加速推进"全球织网计划"，已在全球23 个国家和地区建设了超130个各类型海外仓，并合法合规运营。 ...

#京东回应巴黎仓库被盗##京东称巴黎仓库已恢复正常运营#【京东最新回应"仓库被盗"：法国巴黎仓库 已恢复正常运营】12月23日晚，京东表示，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗 抢，当地警方已介入调查处理。京东称，目前仓库已恢复正常运营，相关方面披露的"重大损失数据"， 与实际情况有较大出入。 此前，有消息援引外媒报道称，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备（包括 手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 京东表示，近年来，京东加速推进"全球织网计划"，已在全球23个国家和地区建设了超130个各类型海 外仓，并合法合规运营。（上证报，艾塔） ...

12月23日晚，京东向上证报表示，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警 方已介入调查处理。京东称，目前仓库已恢复正常运营，相关方面披露的"重大损失数据"，与实际情况 有较大出入。 此前，有消息援引外媒报道称，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备（包 括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 来源：上海证券报 风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 京东表示，近年来，京东加速推进"全球织网计划"，已在全球23个国家和地区建设了超130个各类型海 外仓，并合法合规运营。"我们将持续建设好超级供应链，为广大企业和用户提供高质量的物流服务。" ...

新浪科技讯 12月23日晚间消息，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警 方已介入调查处理。据当地媒体报道，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备 （包括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 对此，京东方面称，目前仓库已恢复正常运营，我们关注到相关方面披露的"重大损失数据"，与实际情 况有较大出入。 京东表示，近年来，京东加速推进"全球织网计划"，已在全球 23 个国家和地区建设了超130个各类型海 外仓，并合法合规运营，我们将持续建设好超级供应链，为广大企业和用户提供高质量的物流服务。 责任编辑：何俊熹 责任编辑：何俊熹 新浪科技讯 12月23日晚间消息，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警 方已介入调查处理。据当地媒体报道，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备 （包括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 对此，京东方面称，目前仓库已恢复正常运营，我们关注到相关方面披露的"重大损失数据"，与实际情 况有较大出入。 京东表示，近年来 ...

Core Viewpoint - JD Logistics has shown strong performance in the first half of 2025, with significant revenue growth driven by integrated supply chain services, highlighting its strategic importance within JD's business landscape [2][4]. Financial Performance - In the first half of 2025, JD Logistics achieved revenue of 98.53 billion yuan, representing a year-on-year increase of 14.1% [2]. - The net profit for the same period was 2.96 billion yuan, up 15.3% year-on-year [2]. - Integrated supply chain customer revenue accounted for over half of total revenue, growing by 19.9% year-on-year [5]. Business Segments - Integrated supply chain revenue reached 50.11 billion yuan in the first half, with a growth rate of 19.9%, significantly contributing to overall performance [5]. - External integrated supply chain customer revenue was 17.6 billion yuan, marking a 14.7% increase, with the number of external customers exceeding 70,000, up 14.5% [5]. - Other customer revenue, including express and freight services, totaled 48.4 billion yuan, reflecting an 8.7% year-on-year growth [8]. International Expansion - JD Logistics has made substantial investments in overseas operations, including launching a self-operated express brand, JoyExpress, in Saudi Arabia [8]. - The company has initiated a global network plan focusing on overseas warehouses, international routes, and express service capabilities [9]. - As of June 30, 2025, JD Logistics operated 10 dedicated cargo aircraft and opened several international freight routes [9]. Workforce and Costs - As of June 30, 2025, JD Logistics employed over 660,000 delivery personnel, including full-time riders [8]. - Total human resource expenditure reached 95.7 billion yuan over the past 12 months [8]. Future Outlook - The company is exploring potential new growth drivers beyond integrated supply chain and express services, with a focus on overseas market strategies [11]. - The challenges and opportunities in international markets are expected to shape JD Logistics' future growth trajectory [9][10].

Core Insights - The logistics industry is transitioning from a focus on speed differentiation to a more complex competitive landscape, with companies like JD Logistics and SF Express adopting different strategies to maintain market share [1][2][3] Group 1: Company Performance - JD Logistics reported a revenue of 46.967 billion yuan in Q1, representing a year-on-year growth of 11.5%, with a net profit of 0.451 billion yuan, up 89.1% [1] - The revenue from JD Logistics' integrated supply chain clients reached 23.2 billion yuan in Q1, growing by 13.2% year-on-year, accounting for nearly 50% of total revenue [3] - SF Express achieved a revenue of 69.85 billion yuan in Q1, with a year-on-year increase of 6.9%, and a net profit of 2.234 billion yuan, up 16.87% [7] Group 2: Strategic Initiatives - JD Logistics is focusing on deep integration with manufacturing and various industry segments, moving away from traditional express delivery competition [3] - The company has over 3,600 self-operated warehouses and cloud warehouses, with a total management area exceeding 32 million square meters [2] - JD Logistics is implementing advanced technologies, such as the "Super Brain" model, to enhance operational efficiency and ensure smooth delivery of products under national subsidy programs [5][6] Group 3: Market Trends - The logistics market is experiencing intensified competition, with companies seeking to avoid reliance on price wars while maintaining market share [2][3] - The rise of e-commerce has significantly influenced the logistics sector, leading to a saturated market where differentiation is increasingly challenging [2] - JD Logistics is expanding its overseas operations, with plans to exceed 1 million square feet of overseas warehouse space by 2025, and has already established over 20 overseas warehouses in Europe [6][7]