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估值550亿!超级独角兽京东产发重启IPO!
Guo Ji Jin Rong Bao· 2026-01-31 15:07
近日,京东智能产发股份有限公司(下称"京东产发")正式递表港交所,美银证券、高盛及海通国 际为其联席保荐人。这是其继2023年3月递表失败后再一次尝试上市。 在项目端,因为促进当地经济发展及助力产业升级,京东产发能够有效地以具竞争力的成本获取位 置优越的项目,并持续扩大资产规模。 由此,京东产发建立了一个规模庞大且优质、以高标仓为主的现代化基础设施网络,京东产发的园 区覆盖中国大陆29个省级行政区及境外十个国家和地区,主要在门户城市、交通枢纽及制造中心,这种 布局能够有效地促进商品流通及产业资源部署。按建筑面积计,截至2025年9月30日,公司在境内超过 90%的现代化基础设施资产位于一线城市及其卫星城市以及二线城市。 京东产发目前还将业务版图拓展至中国香港、新加坡、荷兰、迪拜和东京等精选核心物流节点。 在这些优越核心的位置,京东产发并不是大规模建设通用仓库,而是凭借京东集团积累的行业洞 察,及时识别各行业垂直领域的新兴趋势及市场动态,提前进行战略性规划,建设适合特定垂直领域的 基础设施、智能园区,其不乏冷链、高标仓、屋顶光伏、智能分拣、数据贯通等现代仓储模块。 截至2023年年末、2024年年末及2025年 ...
建面规模国内第二的京东产发启动IPO:为海外战略布局迈出关键一步
Xin Lang Cai Jing· 2026-01-29 01:43
1月26日,京东智能产发股份有限公司(以下简称"京东产发")在港交所正式递表,给京东上市版图增 加了新的拼图。 京东产发是京东集团旗下提供基础设施建设、资产管理和综合服务的子集团。为全行业提供现代化标准 仓库、一体化智能产业园、数据中心、光伏新能源等基础设施建设与运营的综合解决方案。 2007年,京东集团开始自建物流体系,依托京东零售和京东物流在国内的不断扩张,在业内率先打造出 "亚洲一号" 超大型智能仓库。此后随着京东供应链生态的不断壮大,公司进一步整合产业资源,在解 决供应链基础设施的各类痛点,以及为电商和物流客户提供专业服务方面发挥了独特优势。2018年京东 产发正式独立运营,目前主要业务为基础设施物业开发、资产管理和多元化的增值服务。 京东集团核心竞争力是强大的供应链能力,京东产发则是京东供应链生态系统的基石。回顾京东产发发 展历程,最初功能是为京东物流、电商等业务提供供应链支撑,随着业务能力的拓展,吸引了越来越多 的第三方客户。 目前公司一方面通过强大的产业整合能力服务实体经济,在地方经济转型中发挥着重要作用。另一方面 则助力中国企业出海,将业务拓展至亚太、欧洲及中东等海外市场。 2025年前三季收 ...
刘强东又要敲钟了!京东产发赴港IPO,资产管理规模达1215亿元
Jin Rong Jie· 2026-01-27 07:56
1月26日,京东智能产发股份有限公司(下称"京东产发")正式向香港联合交易所递交上市申请,启动港股上市进程。时 间回溯至2023年,京东集团曾拟将京东工业与京东产发同步分拆至港股主板独立上市。其中,京东工业已于2025年12月成 功登陆港股,此次递表也是京东产发继2023年首次提交招股书后,第二次冲击 IPO。 依托京东生态,构建三大核心业务 京东产发业务源头可追溯至2007年京东集团自建物流体系的战略布局,2018年开始独立运营后持续快速发展,京东集团间 接持股约77.9%。 京东产发核心业务主要围绕三大维度展开:一是基础设施解决方案,提供租赁、物业管理及增值服务,截至2025年9月30 日,该板块收入达26亿元,境外资产贡献占比16.7%;二是资产价值提升,通过全周期资产管理实现资产增值,2020-2024 年累计实现年均资产增值变现收益13亿元,累计回报率达初始成本的40%;三是基金/合伙投资平台管理,作为轻资产转型 核心,2024年管理费收入达1.968亿元,2020-2024年年均复合增长率30%。 依托京东集团供应链生态优势,京东产发已形成项目获取、融资渠道、资产管理、资本循环的端到端核心能力。截 ...
京东智能產发股份有限公司(H0355) - 申请版本(第一次呈交)
2026-01-25 16:00
免責聲明 的申請版本 警告 本申請版本乃根據香港聯合交易所有限公司(「聯交所」)與證券及期貨事務監察委員會(「證 監會」)的要求而刊發,僅用作提供資訊予香港公眾人士。 香港聯合交易所有限公司與證券及期貨事務監察委員會對本申請版本的內容概不負責,對 其準確性或完整性亦不發表任何意見,並明確表示概不就因本申請版本全部或任何部分內 容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 JINGDONG Property, Inc. 京東智能產發股份有限公司 (「本公司」) (於開曼群島註冊成立的有限公司) 本申請版本為草擬本,其內所載資料並不完整,亦可能會作出重大變動。閣下閱覽本文件, 即代表閣下知悉、接納並向本公司、其保薦人、整體協調人、顧問或承銷團成員表示同意: 53302 \ (Project Earth_Redacted) \ 26/01/2026 \ M71 (a) 本文件僅為向香港公眾人士提供有關本公司的資料,概無任何其他目的;投資者不應 根據本文件中的資料作出任何投資決定; (b) 在聯交所網站登載本文件或其補充、修訂或更換附頁,並不引起本公司、其任何保薦 人、整體協調人、顧問或承銷團成員須在香港或 ...
京东产发:构建全球仓网 为供应链筑基
Ren Min Ri Bao· 2025-12-30 21:58
Core Insights - JD Logistics is focused on building a global warehouse network to support supply chain development, enhancing logistics infrastructure for various industries [2][3] Group 1: Domestic Market and Supply Chain - JD Logistics, a subsidiary of JD Group, originated from the logistics infrastructure department and has developed high-standard warehouses, such as the "Asia No. 1" warehouse [3] - The company has a highly automated logistics system capable of handling peak delivery seasons, processing millions of orders daily [3] - JD Logistics operates over 220 high-standard logistics parks across 30 provinces in China, strategically located near major transportation hubs to optimize logistics costs for industries like automotive [5][6] Group 2: Strategic Partnerships and Industry Applications - JD Logistics has formed strategic partnerships, such as with the home appliance logistics company RRS, to enhance logistics efficiency in the North China region [4] - The company has tailored logistics solutions for major automotive brands like BMW and Li Auto, significantly improving their supply chain operations [5][6] - JD Logistics has established a comprehensive logistics service network for global brands, facilitating their operations in local markets [7][8] Group 3: International Expansion and Global Services - Since 2020, JD Logistics has expanded its high-standard logistics parks to 12 countries, including the UK, Australia, and UAE, creating a global supply chain network [7] - The company provides end-to-end support for cross-border enterprises, addressing challenges in warehousing, compliance, and cost management [7][10] - JD Logistics aims to enhance local supply chain efficiency while attracting global brands to operate in local markets [7][10] Group 4: Technological Integration and Sustainability - JD Logistics collaborates with JD Industrial and JD Technology to offer integrated supply chain solutions, reducing procurement costs for clients [9] - The company utilizes AI and IoT technologies to optimize warehouse operations and enhance efficiency [9][10] - JD Logistics is committed to sustainability, implementing clean energy solutions and reducing operational costs through smart infrastructure [10] Group 5: Future Outlook - By 2026, JD Logistics plans to continue expanding its logistics network globally, providing a solid foundation for cross-border businesses and supply chain enterprises [10]
Lunate拟与黑石集团联手打造价值50亿美元的海湾国家物流平台
Shang Wu Bu Wang Zhan· 2025-10-08 17:28
ZAWYA新闻网10月7日消息,总部位于阿布扎比的投资管理公司"Lunate"与另类资产管理公司黑石集团 计划通过一个名为"海湾物流基础设施发展企业"(GLIDE) 的新平台,投资海湾合作委员会(GCC)地区的 物流资产。两家公司瞄准50亿美元的优质仓库资产,致力于加速海湾地区物流基础设施建设,重点关注 绿地开发、选择性投资组合收购以及售后回租交易。海湾国家其他合作伙伴也将参与该平台,并在该地 区设立专门团队,支持其建设。黑石集团和Lunate表示,此次合作将弥补该地区一级物流设施供应方面 的"巨大缺口",该平台将助力海合会地区此类资产的开发、收购和管理。总部位于美国的黑石集团管理 着1.2万亿美元的资产,是全球最大的物流资产所有者,其所控资产总面积超过12亿平方英尺。 (原标题:Lunate拟与黑石集团联手打造价值50亿美元的海湾国家物流平台) ...
安博上涨5.01%,报110.725美元/股,总市值1027.82亿美元
Jin Rong Jie· 2025-08-19 15:32
Group 1 - The core viewpoint of the article highlights Ambro's significant market presence and recent financial performance, including a stock price increase and revenue growth despite a decline in net profit [1] - As of June 30, 2025, Ambro's total revenue reached $4.324 billion, reflecting a year-on-year growth of 9.05%, while the net profit attributable to shareholders was $1.164 billion, showing a decrease of 19.55% compared to the previous year [1] - Ambro operates as a publicly traded company on the New York Stock Exchange, providing logistics solutions across North America, Europe, and Asia, serving various sectors including manufacturing, retail, and third-party logistics [1] Group 2 - China plays a crucial role in Ambro's global strategy, with the company entering the Chinese market in 2003 and steadily expanding its operations through a robust network and market experience [1] - Ambro has established four strategic business regions in China, creating an efficient infrastructure network that covers major transportation hubs, industrial parks, and distribution centers [1] - The company collaborates with top manufacturers and distribution firms to ensure timely delivery of goods, enhancing convenience for modern living [1]
一周要闻·阿联酋&卡塔尔|京东迪拜物流项目交割/卡塔尔去年吸引中国逾4100万美元外商直接投资
3 6 Ke· 2025-06-09 08:15
Group 1 - Meituan is accelerating its overseas expansion plans, with Dubai as the first international trial site for its drone delivery service, having obtained the first commercial operation certification for drone delivery in Dubai by December 2024 [2] - PingPong has received preliminary approval from the Central Bank of the UAE to operate, which will enable it to provide a range of services including local remittance and cross-border transfers for local and global businesses [2] - Gaw Capital plans to increase investments in the Middle East, having recently invested over $150 million in a residential building in Abu Dhabi and signed agreements to explore the development of a life sciences park in Dubai [2] Group 2 - JD Logistics has completed the delivery of its first logistics infrastructure project in the Jebel Ali Free Zone in Dubai [3] - Abu Dhabi has launched a unified economic license to enhance its competitiveness as a business-friendly destination, streamlining the registration process for economic licenses across the emirate and its free zones [3] - The UAE's non-oil private sector growth rate fell to its lowest level in nearly four years in May, with the Purchasing Managers' Index (PMI) dropping from 54.0 in April to 53.3 in May, indicating a slowdown in growth momentum despite strong demand [3] Group 3 - The UAE Ambassador to China attended a trade cooperation exchange meeting, where multiple cooperation agreements were signed, exploring potential collaboration opportunities between the UAE and Sichuan Province [4] - The Middle East tourism market is expected to grow significantly, with total tourism consumption projected to reach $350 billion by 2030, maintaining an annual growth rate of around 7% [4] - The first UAE Agriculture Conference and Exhibition concluded successfully, attracting over 10,000 attendees and resulting in several strategic agreements to support the agricultural sector [5] Group 4 - The UAE is seeking to negotiate a trade agreement with the US to reduce tariffs on steel and aluminum, as the UAE is a significant exporter of these products to the US [5] - The Comprehensive Economic Partnership Agreement (CEPA) between Cambodia and the UAE has shown initial positive results, with bilateral trade increasing by 5% year-on-year in 2024, reaching $91.14 million [5] - Qatar is projected to attract $2.74 billion in foreign direct investment (FDI) in 2024, with significant contributions from Chinese companies across various sectors [6] Group 5 - Qatar's tourism sector is expected to contribute 55 billion Qatari riyals (approximately $15.1 billion) to the GDP in 2024, marking a 14% increase from 2023, with 5 million international visitors anticipated [7] - HSBC Qatar is exploring various cooperation opportunities with the Hong Kong manufacturing association to support Qatar's economic diversification efforts [7]