Core Insights - JD Logistics has demonstrated strong strategic determination and growth quality, achieving total revenue of 98.53 billion yuan, a year-on-year increase of 14.1%, and adjusted net profit of 3.34 billion yuan, exceeding market expectations [1][9] Revenue Growth and Business Segments - The growth in revenue is driven by technological empowerment, network optimization, and refined management, with integrated supply chain customer revenue reaching 50.11 billion yuan, up 19.9% year-on-year, and a second-quarter growth rate of 26.3% [2] - The number of external integrated supply chain customers exceeded 70,000, with an average revenue per customer of 239,000 yuan, indicating robust growth across various sectors including home appliances, apparel, fast-moving consumer goods, and automotive [2] - Revenue from other customers, including express and freight services, reached 48.42 billion yuan in the first half of 2025 [2] Technological Advancements - JD Logistics focuses on cutting-edge technology applications, with self-developed products like "JD Logistics Super Brain" and "Wolf Pack" series driving cost reduction and efficiency improvements across the logistics chain [4] - The "JD Logistics Super Brain" enhances supply chain optimization, significantly improving retail site selection and marketing efficiency, while the "Wolf Pack" robots have revolutionized warehousing and delivery processes, achieving a fourfold increase in storage efficiency [4][5] Global Expansion - JD Logistics is expanding its international presence through the "Global Weaving Network" plan, establishing overseas warehouses in countries such as the USA, UK, Poland, South Korea, Vietnam, and Saudi Arabia, covering 23 countries and regions as of June 30, 2025 [6] - The company is enhancing its logistics capabilities in Hong Kong and Macau, with the launch of the Hong Kong operation center improving sorting efficiency and delivery times [8] Industry Leadership - JD Logistics' performance reflects its resilience as an industry leader, with a revenue growth rate of 14.1% leading the sector, showcasing the core value of integrated supply chain enterprises in the global industrial landscape [9]

面对行业困境，京东物流拒绝随波逐流，而是通过员工保障、服务提升、技术投入和供应链深耕等差异 化举措，有效提升资源利用效率、降低物流成本，践行"反内卷"。 在员工保障方面，京东物流自创立之初就展现出人文关怀与社会责任，为快递员、运输司机、分拣员、 打包员及全职骑手等全岗位一线员工足额缴纳五险一金，从制度层面为员工的生活与未来保驾护航。截 至6月末，京东物流一线员工总数已超66万人。 8月14日，京东物流股份有限公司（以下简称"京东物流"）发布2025年年度中期业绩报告。上半年，公 司总收入985.32亿元，同比增长14.1%；经调整后净利润达33.4亿元，同比增长7.1%。 在快递物流行业"反内卷"的大环境下，京东物流正通过技术赋能提升服务品质、优化网络布局降低运营 成本、强化精细管理提高资源效率，走出一条差异化的高质量发展之路。这种以价值创造替代价格竞争 的发展模式，不仅自身实现多个核心业务指标的稳健增长，更为行业转型升级提供了有益借鉴。 员工保障固本 时效升级拓局 2025年，快递物流行业低价竞争持续受到监管层关注。 7月8日，国家邮政局党组召开会议，要求进一步加强行业监管，完善邮政快递领域市场制度规则，反 ...