工业供应链数智化转型

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刘强东的第六个IPO,瞄准工业供应链
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-30 10:29
Core Viewpoint - JD Industrial has officially submitted its listing application, potentially becoming the sixth company under JD Group to enter the capital market, following JD Group, JD Logistics, JD Health, Dada Group, and Debon Logistics [1] Group 1: Company Background and Development - JD Industrial originated from JD Group's industrial business incubation and became a primary category under JD.com in October 2018 [1] - The company began offering industrial technology solutions in October 2020 [2] - JD Industrial completed its A-round financing in August 2020, led by GGV Capital, with participation from Sequoia Capital and CPE Yuanfeng Capital, and acquired Suzhou Gongpin Hui in the same month [1][3] Group 2: Financing and Valuation - JD Industrial completed its A-1 round financing in January 2021 [3] - In March 2023, the company completed its B-round financing totaling $300 million, achieving a valuation of $6.7 billion, which is three times its valuation three years prior [3] - The B-round financing was led by Abu Dhabi sovereign fund Mubadala and Abu Dhabi Investment Fund 42XFund, with participation from M&G and EQT's BPEA EQT, along with existing investor Sequoia China [3] Group 3: Business Performance and Client Base - As of June 30, 2025, JD Industrial served approximately 11,100 key enterprise clients, including about 60% of China's Fortune 500 companies and over 40% of global Fortune 500 companies operating in China [4] - The company collaborates with around 30,000 manufacturers, distributors, and agents, offering over 40 million SKUs across various categories [4] - JD Industrial's revenue from continuing operations grew from 14.1 billion RMB in 2022 to 17.3 billion RMB in 2023, with a projected increase to 20.4 billion RMB in 2024, reflecting a compound annual growth rate of 20.1% [4] Group 4: Profitability and Market Position - JD Industrial turned a profit in 2023, reporting a net profit of 4.8 million RMB, after a net loss of 1.3 billion RMB in 2022, with net profit expected to rise to 760 million RMB in 2024 [5] - For the six months ending June 30, 2024, the company reported a net profit of 290 million RMB, which is projected to grow to 450 million RMB in the same period of 2025 [5] - The digital penetration rate of China's industrial supply chain market was only 6.2% in 2024, expected to reach 8.2% by 2029, indicating significant growth potential for JD Industrial in leading the digital transformation of the industrial supply chain [5] Group 5: Innovation and Technology - Recently, JD Industrial launched the first industrial supply chain large model, JoyIndustrial [6]
刘强东第6个IPO要来了,半年收入破百亿
Sou Hu Cai Jing· 2025-09-29 07:53
刘强东,第6个IPO越来越近。 继9月22日获境外发行上市备案通知书后,京东工业股份有限公司(下称:京东工业)于9月28日更新招股书,继续推进香港联合交易所上市。 上市进程显示,京东工业于2023年3月首次递表港交所,次月向中国证监会递交IPO备案申请,后招股书失效。2024年9月,京东工业时隔18个月重启港股 IPO,并于今年3月更新招股书。 一切顺利的话,京东工业有望在年内成为继京东集团、京东物流、京东健康、达达集团、德邦股份后,刘强东收获的第6家上市公司。此外,与京东工业同 时分拆的京东产发,被传暂缓IPO。 招股书显示,作为工业供应链技术与服务提供商,京东工业通过践行变革性的工业供应链数智化转型,帮助客户实现保供、降本、增效及合规。 具体而言,京东工业通过"太璞"这一"数"(数智)、"实"(商品)结合的全链路数智化工业供应链解决方案,提供广泛的工业品供应和数智化供应链服务, 以满足客户的多样化需求。"太璞"建立在其端到端的供应链数智化基础设施之上,涵盖商品、采购、履约及运营,公司主要通过向客户销售工业品及提供相 关服务获得收入。 来源:直通IPO,文/王非 截至2024年底,按SKU数量计,京东工业在 ...
京东工业更新招股书 已成为中国MRO采购服务市场的最大参与者
Zhi Tong Cai Jing· 2025-09-28 23:35
据港交所9月28日披露,京东工业股份有限公司(简称:京东工业)向港交所主板提交上市申请书,美银证券、 高盛、海通国际及瑞银为联席保荐人。 据招股书,京东工业是中国领先的工业供应链技术与服务提供商。通过践行变革性的工业供应链数智化转 型,该公司帮助客户实现保供、降本、增效及合规。 该公司通过"太璞"这一数(数智)、实(商品)结合的全链路数智化工业供应链解决方案,提供广泛的工业品供应 和数智化供应链服务,以满足客户的多样化需求。太璞建立在该公司端到端的供应链数智化基础设施之上, 涵盖商品、采购、履约及运营。该公司主要通过向客户销售工业品及提供相关服务获得收入。 该公司于2017年开始布局专注于MRO采购服务的供应链技术与服务业务。经过多年发展,已成为中国MRO 采购服务市场的最大参与者,根据灼识咨询的资料显示,按2024年的交易额计,该公司排名第一,规模为第 二名的近三倍。根据同一资料显示,随着向更广阔的工业供应链市场扩展,按2024年的交易额计,该公司亦 为中国工业供应链技术与服务市场最大的服务提供商,市场份额达到4.1%。该公司规模的持续增长充分证明 了业务模式的高效性。自2022年至2024年,该公司的收入 ...
新股消息 | 京东工业更新招股书 已成为中国MRO采购服务市场的最大参与者
智通财经网· 2025-09-28 23:30
Core Viewpoint - JD Industrial Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with Bank of America Securities, Goldman Sachs, Haitong International, and UBS acting as joint sponsors [1]. Company Overview - JD Industrial is a leading provider of industrial supply chain technology and services in China, focusing on digital transformation to enhance supply security, reduce costs, improve efficiency, and ensure compliance [3]. - The company offers a comprehensive digital industrial supply chain solution called "Taipu," which integrates digital and physical aspects to meet diverse customer needs [3]. Market Position - Since 2017, JD Industrial has focused on MRO (Maintenance, Repair, and Operations) procurement services and has become the largest player in China's MRO procurement market, with a transaction volume in 2024 nearly three times that of its closest competitor [4]. - The company is also the largest service provider in China's industrial supply chain technology and services market, holding a market share of 4.1% as of 2024 [4]. Financial Performance - Revenue is projected to grow from approximately RMB 14.1 billion in 2022 to RMB 20.4 billion in 2024, reflecting a compound annual growth rate (CAGR) of 20.1% [4]. - The company served around 11,100 key enterprise clients, including about 60% of China's Fortune 500 companies and over 40% of the global Fortune 500 companies operating in China as of June 30, 2025 [4]. Product Offering - JD Industrial provides the widest range of industrial products in China, with approximately 81.1 million SKUs across 80 product categories as of June 30, 2025 [5]. - The product supply network includes around 158,000 manufacturers, distributors, and agents nationwide [5]. Revenue and Profitability - For the six months ending June 30, 2023, 2024, and 2025, the company reported revenues of approximately RMB 173.36 billion, RMB 203.98 billion, and RMB 102.50 billion, respectively [5]. - The profit figures for the same periods were approximately RMB 4.8 million, RMB 76.2 million, and RMB 45.1 million [5].
京东工业,香港上市获放行,历时近两年半完成上市备案
Xin Lang Cai Jing· 2025-09-23 06:13
来源:瑞恩资本RyanbenCapital 2025年9月19日,中国证监会国际合作司发布关于京东工业股份有限公司(以下简称京东工业)境外发行 上市备案通知书(国合函[2025]1619号)。 根据备案事项,京东工业可发行不超过2.533098亿股普通股并在香港联合交易所上市。 京东工业,于2023年3月30日、2024年9月30日、2025年3月30日先后三次在港交所递交招股书,由美 林、高盛、海通国际联席保荐。 据此,自京东工业自香港首次递表至获得备案通知书,历时约两年办。 京东工业,作为一家中国领先的工业供应链技术与服务提供商,通过践行变革性的工业供应链数智化转 型,帮助客户实现保供、降本、增效及合规。目前专注于MRO采购服务的供应链技术与服务业务。根 据灼识咨询的数据,于2024年按交易额计,京东工业在中国MRO采购服务市场排名第一,规模是第二 名的近三倍。于2024年的按交易额计,京东工业成为中国工业供应链技术与服务市场最大的服务提供 商,市场份额达4.1%。 京东工业招股书链接: https://www1.hkexnews.hk/app/sehk/2025/107246/documents/seh ...
陕西:数智供应链助推工业产业降本增效
Zhong Guo Xin Wen Wang· 2025-05-16 06:28
Core Insights - The supply chain is recognized as a critical infrastructure and core competitiveness in the industrial sector, with digital transformation becoming an inevitable trend for industry development [1][2] - The "Chain Movement, Trillion Cost Reduction" initiative has been launched in Xi'an, gathering representatives from over a hundred industrial enterprises and supply chain experts to discuss the digital transformation of industrial supply chains [1] - Shaanxi Province, as a significant manufacturing base in China, has a complete industrial system and is accelerating the construction of a modern industrial system supported by trillion-level industrial clusters in modern energy, advanced manufacturing, and strategic emerging industries [1][2] Industry Performance - In the first quarter of 2025, the industrial added value above designated size in Shaanxi Province grew by 9.9% year-on-year, continuing a trend of monthly acceleration [2] - The initiative in Xi'an aims to enhance the industrial chain in Shaanxi, with JD Industrial committing to leverage its digital supply chain advantages to support the construction of a more efficient industrial supply chain ecosystem [2] Strategic Focus - Shaanxi Province is focusing on the development and stability of industrial and supply chains, promoting new industrialization, and continuously upgrading traditional industries while strengthening modern energy and emerging industries [2] - The Shaanxi Provincial Department of Commerce will enhance cooperation with JD Industrial to promote communication and collaboration among local cities and key industrial chain enterprises, supporting the application and promotion of digital supply chain solutions [2]