Core Viewpoint - JD Logistics has demonstrated strong growth in its integrated supply chain solutions, with significant revenue increases and improved profitability in the first half of 2025, driven by market expansion and efficiency optimization [1][3]. Group 1: Financial Performance - In the first half of 2025, JD Logistics reported a revenue increase of 14.1% year-on-year, reaching 98.5 billion yuan (approximately 13.7 billion USD) [1]. - The integrated supply chain (ISC) solutions business generated 50.1 billion yuan, accounting for over half of total revenue, with a year-on-year growth of 19.9% [1]. - Non-IFRS profit for the first half was 3.3 billion yuan, reflecting a 7.1% increase, primarily due to improved resource utilization efficiency [3]. Group 2: Customer and Market Expansion - The number of external ISC customers grew to 73,713, marking a 14.5% increase, with an average revenue per external customer of approximately 239,000 yuan [1]. - In Q2, JD Logistics achieved a revenue of 51.6 billion yuan, contributing about 15% to JD Group's total revenue, with a year-on-year growth of 16.6% [3]. Group 3: Operational Developments - The company has expanded its self-operated warehouses in various countries, including the US, UK, Saudi Arabia, South Korea, and Vietnam, enhancing its global logistics services [4]. - JD Logistics has launched its self-operated B2C express service, JoyExpress, in Saudi Arabia, offering last-mile delivery with same-day or next-day service [3]. - The deployment of the "Smart Wolf" automated warehousing solution aims to enhance order fulfillment efficiency and reduce manual operations in the supply chain [4].

一、高效性与便捷性 货物装卸效率跃升 二、货物保护与稳定性 承载结构稳固 托盘采用对称设计（如木质托盘的 "川字底""田字底"），承重均匀，标准托盘静载可达 3-5 吨，动载 1-2 吨。 配合缠绕膜、捆扎带固定货物，可抵御运输中的振动和倾斜，货物破损率降低至1% 以下（传统散装运输破损率 约 5%）。 防潮与耐腐蚀 塑料托盘、金属托盘具有防水、防蛀、耐酸碱特性，适合生鲜冷链（如冷库）、化工品运输等场景。 木质托盘经热处理（如 IPPC 认证）可防止虫害，满足食品、医药行业卫生要求。 三、循环利用与环保性 单次搬运量可达数百至数千公斤（如 1 个托盘承载 100 箱饮料），相比人工单件搬运效率提升20 倍以上。 配合自动化设备（如智能分拣线），可实现 "整托上架、整托分拣"，缩短仓储作业时间。 多环节无缝流转 货物在仓储、运输、配送中以托盘为单元整体转移，无需反复拆码，减少中间环节损耗。 案例：汽车制造业采用 "带托运输" 模式，零部件从供应商直接以托盘单元进入生产线，缩短装配周期。 可重复使用与租赁模式 四、智能化与数字化升级 物联网（IoT）集成 托盘嵌入 RFID 标签或 NFC 芯片，实时记录货物位置 ...