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) ...

同时，2025年第二季度财务业绩显示，收入由2024年第二季度的人民币2,914亿元增长22.4%至2025年第 二季度的人民币3,567亿元（498亿美元）。2025年第二季度较2024年第二季度，商品收入增长20.7%， 服务收入增长29.1%。 营业成本由2024年第二季度的人民币2,455亿元增长22.2%至2025年第二季度的人民币3,000亿元（419亿 美元）。履约开支主要包括采购、仓储、配送、客户服务及支付处理开支，由2024年第二季度的人民币 172亿元增长28.6%至2025年第二季度的人民币221亿元（31亿美元）。履约开支占收入的百分比，2025 年第二季度为6.2%，2024年第二季度为5.9%，主要由于本公司持续优化履约能力并加大人力投入以提 升用户体验。 新华财经北京8月14日电京东集团14日发布2025年第二季度及半年度的未经审计财务业绩。数据显示， 京东集团2025年第二季度收入为人民币3,567亿元（498亿美元），较2024年第二季度增长22.4%。2025 年第二季度归属于公司普通股股东的净利润为人民币62亿元（9亿美元），2024年第二季度为人民币126 亿元。202 ...

Core Insights - JD.com launched its food delivery service in February 2025 and introduced a "100 billion subsidy" in April to boost this new business, resulting in significant revenue changes in Q2 2025 [1][5] - The company's Q2 2025 revenue reached 356.7 billion yuan, a year-on-year increase of 22.4%, while net profit attributable to ordinary shareholders fell by 50.8% to 6.2 billion yuan [1] Business Performance - The new business segment, including food delivery, generated 13.85 billion yuan in Q2 2025, marking a year-on-year growth of 198.8%, but incurred an operating loss of 14.78 billion yuan due to high operating costs and expenses [5][7] - JD Retail, which encompasses various segments including JD Health and JD Industrial, reported Q2 2025 revenue of 310.1 billion yuan, up 20.6% year-on-year, with electronics and home appliances growing by 23.4% and daily necessities by 16.4% [3] Logistics and Expansion - JD Logistics generated 51.56 billion yuan in revenue in Q2 2025, reflecting a year-on-year increase of 16.6%, and expanded its overseas warehouse presence in multiple countries [4] - As of June 30, 2025, JD Logistics operated over 130 bonded warehouses and direct mail warehouses, covering 23 countries and regions globally [4] Marketing and User Engagement - Marketing expenses surged by 127.6% to 27 billion yuan in Q2 2025, primarily due to increased spending on new business promotions [7] - The food delivery service saw significant user engagement, with daily orders surpassing 25 million during the 618 shopping festival, and over 1.5 million quality merchants joining the platform [7]

Core Insights - JD Group reported a strong revenue growth of 22.4% year-on-year for Q2 2025, reaching 356.7 billion RMB (approximately 49.8 billion USD), surpassing market expectations and setting a new record for growth in the past three years [1] - The core retail business of JD Group continued to accelerate, with significant growth in most product categories, particularly in daily necessities and fresh food, which saw a 16.4% increase in revenue [1] - The service revenue experienced a notable increase of 29.1%, while the new business segment, particularly JD's food delivery service, saw a dramatic growth of 199% year-on-year [1] User Engagement and Performance - The number of active users and shopping frequency on JD's platform increased by over 40% year-on-year, marking the seventh consecutive quarter of double-digit growth in active users [1] - JD's retail revenue grew by 20.6% year-on-year, with an operating profit margin of 4.5%, the highest recorded for any major promotional quarter in the company's history [1] Future Outlook - JD's food delivery business is developing healthily, with growth in order volume, merchant numbers, and full-time rider recruitment, effectively collaborating with JD's retail and other existing businesses to achieve initial strategic goals [2] - The company aims to focus on user experience, cost, and efficiency while maintaining the core retail business as the foundation of its operations, alongside ongoing investments in new growth areas [2]

同样受益于核心零售业务和外卖等新业务的发展势头，二季度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了连续7个季度的同比双位数增长。 截至6月30日，京东体系人员总数约90万。 凤凰网财经讯 8月14日，京东集团发布了2025年二季度业绩。收入为3,567亿元人民币，同比增长 22.4%，再次刷新了近三年收入增速的新纪录。期内净利润为62亿元，较去年同期的126亿元有所下 降。每股美国存托股摊薄收益为4.15元，每股基本收益2.17元。 截至2025年6月30日止六个月，该集团期内取得收入6577.42亿元，同比增加19.28%；归属于公司普通股 股东的净利润170.68亿元，同比减少13.68%。 京东集团二季度收入能够继续保持加速增长，首先来自于核心零售业务上继续保持加速增长。这其中， 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，日百品类收入同比加速增长了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。而备受外界关注的包括京东外卖在内的新业务，收 入同比大幅增长了199%。 ...

8月14日，京东发布2025年第二季度财报，数据显示，营业收入为3567亿元，同比增长22.4%；2025年 第二季度非美国通用会计准则下归属于本公司普通股股东的净利润为74亿元。 二季度，京东外卖日订单量达2500万单，全国350个城市的超150万家品质餐饮门店入驻，已有近200个 餐饮品牌销量破百万，与超15万名全职骑手直签劳动合同、为其缴纳五险一金。 ...

8月14日晚，京东集团发布2025年二季度及中期业绩。2025年第二季度收入3567亿元，同比增长 22.4%。归属于公司普通股股东的净利润为人民币62亿元，2024年同期为人民币126亿元。非美国通用 会计准则下归属于公司普通股股东的净利润为人民币74亿元，2024年同期为人民币145亿元。其中，京 东零售二季度收入同比增长20.6%，经营利润率达到4.5% ，创下京东历史上所有大促季度的最高纪录。 ...

Core Insights - JD Group reported a second-quarter revenue of 356.7 billion yuan, a year-on-year increase of 22.4%, exceeding market expectations and setting a record for growth in nearly three years [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] Revenue Growth - Most product categories experienced accelerated growth, with daily necessities revenue increasing by 16.4% year-on-year, and the supermarket category maintaining double-digit growth for six consecutive quarters [3] - Service revenue saw a significant year-on-year increase of 29.1% [3] - JD's new business, driven by food delivery, achieved a remarkable year-on-year revenue growth of 199% [3] User Engagement - The number of active users and shopping frequency both grew by over 40% year-on-year, marking the seventh consecutive quarter of double-digit growth in active users [3] - JD's retail revenue grew by 20.6% year-on-year, with an operating profit margin of 4.5%, the highest recorded for any promotional quarter in the company's history [3] Strategic Developments - JD Supermarket launched various customized products during the 618 shopping festival, enhancing consumer shopping experiences and helping brands avoid homogenization and price competition [3] - JD MALL opened new stores in multiple cities, with a total of 24 stores by the end of June 2025, offering a digital and immersive shopping experience [4] Logistics and Technology - JD Logistics' self-developed intelligent warehousing solution, "ZhiLang," has been scaled nationwide, significantly improving warehouse operational efficiency [4] - The system integrates various robotic technologies and can achieve high-density storage and rapid order picking [4] Food Delivery Expansion - JD's food delivery service continued to grow healthily, with daily order volume surpassing 25 million during the 618 period and over 1.5 million quality merchants onboarded [5] - The total number of full-time delivery riders exceeded 150,000 by the end of the second quarter [5] - JD launched "Seven Fresh Kitchen," innovating the supply chain model in the food delivery market [5]

会员权益方面，第二季度，唯品会私享特卖活动引入了更多奢侈品牌和国际大牌，以更深度的折扣专供 SVIP用户，比如BURBERRY包袋上线不久即有多款售罄。同时，唯品会继续增厚SVIP专享权益，新增 53项涵盖音乐、视频及生活服务等领域的高频权益，并将多个酒旅权益升级为金卡/白金卡级别，推动 高价值用户规模不断增长。 依托"朝彻"大模型构建的技术能力，第二季度，唯品会持续推进人工智能技术在核心业务场景的深度应 用与创新，在商品导购、客户服务、创意营销等方面取得可量化成果，助力提升平台运营效率和用户体 验。 近日，唯品会发布2025年第二季度财报。财报显示，唯品会第二季度实现净营收258亿元（人民币，下 同），Non-GAAP净利润21亿元。同时，二季度商品交易总额（GMV）为514亿元，同比增长1.7%；超 级VIP（SVIP）活跃用户数同比增长15%，贡献线上销售的52%。2025年上半年，唯品会通过股票回购 与分红回报股东超6亿美元。 唯品会董事长兼首席执行官沈亚表示："为更有效地向用户传递品牌特卖价值，我们的团队正在推进内 部变革，一方面强化买手制好货能力，另一方面提升业务模式的独特性、灵活性及运营效率，驱 ...

继飞猪和饿了么并入阿里中国电商事业群后，据悉，近期淘天集团内部架构也进一步明晰，即由原来的 淘天集团更名为中国电商事业群-淘天集团，与饿了么、飞猪为平行关系。 ...