Core Insights - JD Group's revenue for Q2 2025 reached 356.7 billion RMB (approximately 49.8 billion USD), marking a year-on-year growth of 22.4%, the highest growth rate in nearly three years [1][3] - The core retail business of JD Group continues to accelerate, with retail revenue growing by 20.6% year-on-year, and the operating profit margin reaching 4.5%, the highest for any promotional quarter in the company's history [3] Revenue Growth - In Q2, the daily essentials category saw a revenue increase of 16.4%, with the supermarket category maintaining double-digit growth for six consecutive quarters [3] - Service revenue grew by 29.1%, while JD's food delivery business experienced a significant revenue increase of 199% year-on-year [3] User Engagement - The number of active users and shopping frequency both exceeded 40% year-on-year growth, with active user numbers achieving double-digit growth for seven consecutive quarters [3] - The increase in user traffic, active users, and purchase frequency is attributed to the sustained development of JD's core retail business and new businesses like food delivery [3] Future Outlook - The CEO expressed confidence that the core retail business will remain the foundation of JD's operations, with plans to continue expanding into new growth areas [4] - JD's food delivery business achieved a daily order volume exceeding 25 million, with plans to establish 10,000 "Seven Fresh Kitchen" locations nationwide within three years [4] Employment and Social Responsibility - As of June 30, 2025, JD's workforce totaled approximately 900,000, with over 4,000 disabled individuals employed [5] - JD is launching 35,000 positions for its 2026 campus recruitment and has initiated a "Top Young Technical Talent Program" to attract global tech talent [5]

【导读】京东集团 2025 年二季度收入同比增速再创近三年新高 中国基金报记者 江右 8 月 14 日， 京东集团 发布了 2025 年二季度业绩。数据显示，京东集团收入继续保持加速 增长态势，核心零售业务持续加速增长。京东集团首席执行官许冉表示，京东外卖业务也取 得健康发展，成功达成初期战略目标。 数据显示，二季度，京东集团收入为 3567 亿元人民币（约 498 亿美元），同比增长 22.4% ，远超市场预期，增速再创近三年新高。 二季度，日百品类收入同比增长 16.4% ，其中，商超品类连续 6 个季度保持收入同比双位 数增长。服务收入同比增长 29.1% 。京东外卖带动新业务的收入同比大幅增长 199% 。 京东集团二季度的季度活跃用户数和购物频次均实现超过 40% 的同比增长，季度活跃用户数 实现了连续 7 个季度的同比双位数增长。 " 二季度，京东平台的用户流量、季度活跃用户数以及用户购买频次等均取得显著增长，这主 要得益于核心京东零售业务和外卖等新业务的持续发展势头。 " 许冉表示。 展望未来，许冉表示，相信核心零售业务将始终是京东业务版图的基石，将按照长期战略规 划，持续布局新增长领域。 二季 ...

此前的6月23日，阿里巴巴集团CEO吴泳铭发布全员邮件，宣布即日起，饿了么、飞猪合并入阿里中国 电商事业群。"这是我们从电商平台走向大消费平台的战略升级。未来，我们将更多从用户角度出发优 化整合业务模式和组织形态，为用户创造更丰富优质的生活消费体验。" 本文系观察者网独家稿件，未经授权，不得转载。 8月14日消息，近期淘天集团内部架构进一步明晰，并由原来的淘天集团更名为中国电商事业群-淘天集 团。组织架构更新后，淘天集团与并入阿里中国电商事业群的飞猪和饿了么为平行关系。 ...

8月14日，京东集团股份有限公司（以下简称"京东集团"）发布了2025年二季度业绩。二季度收入继续 保持加速增长态势，核心零售业务持续加速增长，市场优势地位进一步巩固，新业务健康发展并已达成 初期战略目标。 二季度，得益于核心零售业务和外卖等新业务的发展势头，京东集团的季度活跃用户数和购物频次均实 现超过40%的同比增长，季度活跃用户数实现连续7个季度的同比双位数增长。 二季度，京东集团绝大多数品类实现加速增长，带电等核心品类优势愈发巩固。日百品类收入同比增长 16.4%，其中商超品类连续6个季度保持收入同比双位数增长。服务收入同比增长29.1%。京东外卖带动 新业务的收入同比增长199%。 二季度，京东集团收入为3567亿元，同比增长22.4%，远超市场预期，再次刷新近三年来同比增速的纪 录。 ...

专题：聚焦2025年第二季度美股财报 责任编辑：刘明亮 ...

Core Insights - JD.com reported a total revenue of 356.7 billion yuan for Q2 2025, representing a year-on-year growth of 22.4% [1] - The net profit attributable to ordinary shareholders was 6.2 billion yuan, down from 12.6 billion yuan in the same period last year [1] - The diluted earnings per American Depositary Share were 4.15 yuan, compared to 8.19 yuan in the previous year [1] Business Segment Performance - JD Retail's revenue grew by 20.6% year-on-year, reaching 310.1 billion yuan [1] - Revenue from electronics and home appliances increased by 23.4% and 16.4%, amounting to 178.98 billion yuan and 103.43 billion yuan respectively [1] - New business segments, including food delivery, saw explosive growth with revenues of 13.85 billion yuan, up 198.8% from 4.64 billion yuan in the same quarter last year [1] Expenditure Insights - Fulfillment expenses rose from 17.2 billion yuan to 22.1 billion yuan during the reporting period [1] - Marketing expenses more than doubled, increasing from 11.9 billion yuan to 27 billion yuan, accounting for 7.6% of total revenue [1]

京东零售在2025年第二季度实现净收入3.101万亿元人民币，同比增长20.6%。京东零售 2025年第二季度运营收入为139亿元人民币，较2024年第二季度101 亿元人民币有所增长。京东零售2025年第二季度运营利润率为4.5%，较2024年第二季度3.9%有所提升。 | | | For the three months ended | | | --- | --- | --- | --- | | | June 30, | June 30, | June 30. | | | 2024 | 2025 | 2025 | | | RMB | RMB | US$ | | | | | (In millions, except pe | | Net revenues: | | | | | JD Retail | 257,072 | 310,075 | 43,285 | | JD Logistics | 44,207 | 51,564 | 7,198 | | New Businesses | 4,636 | 13,852 | 1,934 | | Inter-segment eliminations* | (14,518) ...

Core Insights - JD Group reported a revenue of 356.7 billion RMB for Q2 2025, a year-on-year increase of 22.4%, with a net profit of 6.2 billion RMB [1] - For the first half of 2025, the company achieved a revenue of 657.742 billion RMB, up 19.28% year-on-year, and a net profit of 17.068 billion RMB [1] - The CEO highlighted significant growth in user traffic, active users, and purchase frequency, driven by the core retail business and new ventures like food delivery [1] - The CFO emphasized the company's supply chain strength and commitment to high-quality user experience, with retail gross margin increasing for 13 consecutive quarters [1] Retail Business Performance - JD Retail revenue grew by 20.6% year-on-year in Q2, with an operating profit margin reaching 4.5%, the highest for any promotional quarter in the company's history [1] - The company is focusing on user experience, cost efficiency, and long-term strategic planning to ensure sustainable growth in core retail and new business areas [1] New Business Developments - During the 618 shopping festival, JD Supermarket launched various customized products to enhance consumer shopping experiences and help brands avoid homogenization [1] - JD MALL opened new stores in multiple cities, totaling 24 by the end of June 2025, offering a digital and immersive shopping experience [2] - The "Zhi Lang" intelligent warehousing system has been deployed nationwide, significantly improving operational efficiency in warehouses [2] Food Delivery Growth - JD's food delivery service saw daily order volumes exceed 25 million during the 618 period, with over 1.5 million quality merchants onboard and a full-time rider count surpassing 150,000 [3] - The food delivery service is integrated within JD's ecosystem, enhancing overall operational efficiency and growth [3] - JD launched "Seven Fresh Kitchen" to innovate the supply chain model in the food delivery market, aiming for high-quality industry development [3]

京东集团在港交所公告，2025年第二季度收入3567亿元，同比增长22.4%；净利润62亿元，去年同期 126亿元。 ...

京东在港交所公告，2025年第二季度收入3567亿元，同比增长22.4%；净利润62亿元，去年同期126亿 元。 (本文来自第一财经) ...