每经AI快讯，京东(JD.US)美股盘前涨幅扩大至近5%，此前第三季度营收超预期。 ...

京东在美上市股票盘前涨幅扩大，此前该公司第三季度营收超预期，最新上涨4.7%。 来源：滚动播报 ...

格隆汇11月13日｜"三季度，我们的用户规模与购物频次保持强劲增长，年度活跃用户数在10月份突破7 亿大关，创下新的里程碑，"京东集团首席执行官许冉女士表示。"核心京东零售业务已构建起多引擎互 补的增长矩阵。虽然带电品类面临以旧换新高基数的影响，我们有信心进一步巩固在该领域的领先市场 地位，并挖掘日用百货品类与广告服务的巨大增长潜力。此外，京东外卖继续扩大业务规模，并与京东 零售不断加深协同效应，与此同时，三季度京东外卖实现了环比投入收窄，这主要得益于其单均损益表 现的改善。整体来看，我们各项业务均取得稳健进展，相信它们将协同发力，充分释放我们整体业务生 态的长期发展潜能。" ...

每经AI快讯，11月13日，京东集团公告，2025年第三季度收入2991亿元，同比增长14.9%。归属于公司 普通股股东的净利润为53亿元，2024年同期为117亿元。非美国通用会计准则下净利润为58亿元，2024 年同期为132亿元。 （文章来源：每日经济新闻） ...

京东集团第三季度净营收2,990.6亿元人民币，预估2,944亿元人民币。 来源：滚动播报 ...

Core Insights - JD Group reported a net revenue of 299.06 billion RMB for the third quarter, exceeding the estimated 294.4 billion RMB [1] - The adjusted earnings per ADS for the third quarter were 3.73 RMB, surpassing the forecast of 2.70 RMB [1] - The adjusted EBITDA for the third quarter was 2.5 billion RMB, lower than the expected 3.41 billion RMB [1] Financial Performance - Net revenue: 299.06 billion RMB, estimated 294.4 billion RMB [1] - Adjusted earnings per ADS: 3.73 RMB, estimated 2.70 RMB [1] - Adjusted EBITDA: 2.5 billion RMB, estimated 3.41 billion RMB [1]

来源：环球网 【环球网科技综合报道】11月13日，彭博社报道，阿里巴巴已秘密启动"千问"项目，基于Qwen最强模 型打造一款同名个人AI助手——千问APP，全面对标ChatGPT。这是在追赶竞争对手并最终从个人用户 身上盈利的更广泛努力中的关键一步。 彭博社援引知情人士消息称，在未来几个月内，公司将在该应用中逐步增加智能体AI（agentic-AI）功 能，以支持包括主要淘宝市场在内的平台上的购物功能。由于讨论的是非公开审议，这些人士要求匿 名。 这次千问的改版标志着阿里巴巴迄今为止为努力从面向消费者的服务中获得收入所采取的最大举措之 一。这家中国电子商务公司已加入从初创公司Minimax到字节跳动等竞争对手的行列，推出日益先进的 AI模型，每一家都试图在性能上超越像OpenAI和DeepSeek这样的行业领导者。 消息人士透露，千问应用目前将对用户保持免费。但建立用户基础将有助于阿里巴巴未来对面向消费者 的服务进行收费。除了收入之外，为移动用户创建一个一站式商店也可以在拥挤的市场中擦亮其品牌。 彭博社认为，中国的科技公司正在向人工智能领域投入前所未有的资金。它们加入了从OpenAI到Meta 等美国同行的支 ...

Group 1 - Vipshop (VIPS) is considering a potential listing in Hong Kong as early as next year, with discussions ongoing with advisors [1] - The company was founded in August 2008 and is a leading player in China's e-commerce sector, focusing on "brand discount" products [4] - Vipshop went public on the New York Stock Exchange in 2012, raising $71.5 million (approximately 509 million RMB) [4] Group 2 - In the first half of this year, Vipshop reported revenue of 52.075 billion RMB, a year-on-year decline of 4.4% [4] - The company's operating profit was 3.975 billion RMB, down 20.37% year-on-year, while net profit was 3.5 billion RMB, a decrease of 18.5% [4] - For the third quarter, Vipshop expects net revenue to be between 20.7 billion and 21.7 billion RMB, with a year-on-year growth of approximately 0% to 5% [4]

Core Insights - During the "Double 11" shopping festival, JD's corporate purchasing platform reported that over 2,700 product categories experienced a year-on-year transaction growth of 100% [1] - More than 337 brand enterprises saw their transaction amounts increase by over 10 times compared to the previous year [1] Category Summaries - Major appliances procurement increased by 92% year-on-year [1] - Mobile accessories procurement grew by 73% year-on-year [1] - Personal care and health procurement rose by 71% year-on-year [1] - Wire and cable procurement surged by 139% year-on-year [1] - Clothing cleaning procurement saw a 103% year-on-year increase [1] - The purchasing demand from small and medium-sized enterprises is characterized by diversification and quality enhancement [1]

Core Insights - Douyin E-commerce has announced significant progress on nine merchant support policies, aimed at reducing operational costs for merchants [1] - In October, the platform reduced operational costs for merchants by over 3.3 billion yuan [1] - In the first ten months of this year, Douyin E-commerce has provided a total of over 25 billion yuan in subsidies to merchants [1] Summary by Categories - **Merchant Support Policies** - Douyin E-commerce has implemented nine merchant support policies to assist businesses [1] - The measures include lowering freight insurance costs, expanding commission-free scales, and increasing traffic incentives [1] - **Cost Reduction Achievements** - In October alone, the platform managed to lower operational costs for merchants by more than 3.3 billion yuan [1] - Cumulatively, in the first ten months of the year, the total subsidies provided to merchants exceeded 25 billion yuan [1]