8月14日，京东集团在港交所公告，第二季度收入为3567亿元，同比增加22.4%，远超市场预期，再次刷新近三年来同比增速的纪录；归属于公司普通股股 东净利润为62亿元，上年同期126亿元。 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。服务收入同比加速增长了29.1%。京东外卖带动新业务的收入同比大幅增长了199%。 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，"京东集团首席执行官许冉女士表示。"本季度，京东零售收入同比增长20.6%，表现强劲，经营利润率达到4.5%，创下公司历史上所有大促季度的最高 纪录。同期，京东外卖业务也取得健康发展，不仅在订单量增长、商家数量扩大、全职骑手招聘等方面稳步推进，更重要的是与京东零售以及其他现有业务 形成 ...

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, with a net profit of 17.068 billion RMB [1] Retail Business Performance - The retail segment saw a revenue growth of 20.6% year-on-year, with an operating profit margin reaching 4.5%, the highest for any promotional quarter in the company's history [2] - The core retail business has shown consistent potential, with gross profit margins increasing for 13 consecutive quarters [2][3] New Business Developments - JD's new business initiatives, including food delivery, are progressing well, with daily order volumes exceeding 25 million during the 618 shopping festival and over 1.5 million quality merchants onboarded [4] - The launch of "Seven Fresh Kitchen" aims to innovate the supply chain model in the food delivery market, enhancing quality development in the industry [4] Logistics and Technology Advancements - JD Logistics has implemented its self-developed "Smart Wolf" system across multiple cities, significantly improving warehouse operational efficiency and enabling high-density storage [3] - The integration of online and offline data and services in JD MALL provides consumers with an immersive and digital shopping experience [3]