蔡淑敏/摄 京东物流四年多时间内三度更换CEO背后，公司上市以来在资本市场的表现并不如意——2021年5月上市时，京东物流发行价为40.36港元/股，截至11月 13日收盘，股价为12.90港元/股，距离发行价已经跌去68%。 近年来，京东对物流资产进行了诸多整合动作，收购了跨越速运、德邦股份，并私有化旗下即时配送达达。在三季度，为加强业务协同，京东物流以 2.7亿美元从京东集团收购了达达100%股权。 刘强东对京东物流也给予厚望，在11月7日的世界互联网大会乌镇峰会上，刘强东在演讲中表示，未来5年内整个中国的社会化物流成本占GDP的比重将 有明显下降。对于京东物流，刘强东提到了数字化仓库、无人卡车、无人配送站等科技创新。 京东物流再度换帅。 11月13日晚间，京东物流披露三季报，第三季度营收550.8亿元人民币，同比增长24.1%，其中来自京东集团的收入212.0亿元人民币，同比增长66%。第 三季度净利润20.3亿元人民币，同比下降7.9%。 披露业绩的同时，京东物流发布公告称，董事会宣布胡伟已辞任执行董事、首席执行官及授权代表，自2025年11月13日起生效，原因是他将在京东集团 担任其他职务。同时，王 ...

Core Viewpoint - Liu Qiangdong, the founder and chairman of JD Group, emphasizes the significant reduction of social logistics costs in China, projecting it to drop below 10% of GDP within the next five years due to advancements in artificial intelligence and robotics [4][5][6]. Group 1: Logistics Cost Reduction - The proportion of social logistics costs in China's GDP was over 18% in 2006, compared to 6%-8% in developed countries, indicating a substantial gap [6][7]. - In 2022, China's social logistics costs were reported at 14.1%, and reducing this to 6% could save enterprises trillions of yuan in net profits annually [7][8]. - Liu Qiangdong believes that the progress in reducing logistics costs in the next five years may surpass that of the past 10 to 15 years [8]. Group 2: Technological Advancements in Logistics - JD Logistics has made significant technological advancements, including automated warehouses and testing of unmanned vehicles, with over 700,000 kilometers of testing completed for unmanned trucks [8][9]. - By April next year, JD plans to establish the world's first fully unmanned distribution station, featuring drones and automated delivery vehicles [8][9]. - The company aims to procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years to enhance its logistics supply chain [9]. Group 3: Employment and New Opportunities - Automation is expected to reduce the workload of employees significantly, with the possibility of them working only one day or even one hour a week in the future [8][9]. - The development of new technologies will create numerous job opportunities, as JD emphasizes modular design in its equipment to facilitate easy training for employees [9]. - Liu Qiangdong anticipates a tenfold growth in the global tourism market over the next five years, which will also generate new professions [9].