资料图。本文来源：第一财 经 作者：陆涵之 第四次递交招股书，京东工业再次冲击IPO 京东工业再次冲击IPO。9月28日，京东工业在港交所递交招股书。 招股书显示，京东工业的整体业绩呈上升趋势。京东工业2022年、2023年、2024年以及截至 2025年6月30日止六个月的经营业务总收入分别为141亿元、173亿元、204亿元和103亿元。 这是京东工业第四次递交招股书，可见其冲击上市的决心。招股书显示，京东工业在2023年转 亏为盈，业绩上扬。另一方面，公司也面临着多重挑战。 第四次递交招股书 京东工业上市路一波三折。2023年3月30日，京东在港交所发布公告，拟分拆京东工业和京东产 发并于香港联合交易所有限公司主板独立上市，同时递交了招股书。 本次为京东工业第四次递交招股书。博通分析金融行业资深分析师王蓬博对第一财经记者表 示，京东工业屡次冲击IPO主要是为了获得融资以支持其在工业品供应链技术升级、仓储物流网 利润表现上，2022年京东工业净亏损为13亿元，在2023年实现扭亏为盈。2023、2024年以及截 至2025年6月30日止六个月的净利润分别为480万元、7.6亿元以及4.5亿元。 从业务看， ...

Group 1 - The China Securities Regulatory Commission has issued a notice regarding the overseas issuance and listing of JD Industrials, Inc., with plans to issue up to 253,309,800 ordinary shares on the Hong Kong Stock Exchange [1] - JD Industrials is a leading provider of industrial supply chain technology and services in China, offering a comprehensive digital industrial supply chain solution named "Taipu" to meet diverse customer needs [3] - The company has become the largest participant in China's MRO procurement service market, with a projected transaction volume ranking first in 2024, nearly three times larger than the second-largest competitor [3] Group 2 - JD Industrials is also the largest service provider in China's industrial supply chain technology and services market, with a market share of 4.1% based on projected transaction volume for 2024 [3] - The company's transaction volume is expected to grow from approximately RMB 22.3 billion in 2022 to RMB 28.8 billion in 2024, reflecting a compound annual growth rate of 13.5% [3]

Core Insights - JD Industrial and Nanjing Tianchuang Electronics have signed a cooperation agreement to enhance collaboration in the fields of robotics, core component online sales, MRO, and BOM supply chain optimization [1][2] - This partnership signifies JD Industrial's deepening expansion in the industrial robotics sector, leveraging the Taopu integrated supply chain solution to reduce costs and improve efficiency for robotics companies [1][3] Company Overview - JD Industrial is a leading provider of industrial supply chain technology and services in China, serving over 10,000 key enterprise clients, including around 50% of China's Fortune 500 companies [3] - Nanjing Tianchuang, established in 2011, offers a complete solution system for environmental awareness and equipment fault diagnosis, widely deployed in various industries such as power, oil and gas, and metallurgy [4] Market Context - In 2024, China's industrial robot market is projected to reach sales of 302,000 units, maintaining its position as the largest industrial robot market globally for 12 consecutive years [1] - China accounts for two-thirds of global robot patent applications and is the world's largest robot producer, with industrial robot production increasing from 33,000 units in 2015 to 556,000 units in 2024 [1] Digital Transformation Focus - The collaboration will focus on digital transformation, with JD Industrial leveraging its technological advantages in cloud computing, AI, IoT, blockchain, and big data to enhance Nanjing Tianchuang's operational processes [2] - JD Industrial aims to create a customized, aggregated digital procurement platform for Nanjing Tianchuang, facilitating intelligent transformation and cost reduction across the supply chain [2] Strategic Goals - The partnership aims to optimize the entire procurement supply chain for Nanjing Tianchuang, ensuring compliance, supply security, cost reduction, and efficiency improvement [2] - JD Industrial will utilize its extensive industrial customer base and Nanjing Tianchuang's leading position in the global inspection robot market to enhance online and offline sales of robotic products [2][4]