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第六代无人智能配送车
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年入1800亿,刘强东爆改京东物流
Sou Hu Cai Jing· 2025-10-15 11:12
Core Insights - JD Logistics is significantly investing in logistics technology, with over 10 billion yuan in R&D over the past three years, surpassing competitors like SF Express [2][17] - The company has launched autonomous delivery vehicles, including a self-driving light truck and the sixth generation of smart delivery vehicles, aimed at improving logistics efficiency [4][6] - JD Logistics is expanding its service offerings to external clients, with external customer revenue increasing from 56% in 2021 to 70% in 2024 [19] Investment and Financial Performance - JD Logistics has a market value of over 80 billion HKD (approximately 75 billion yuan) and is projected to generate 182.8 billion yuan in revenue in 2024, with a net profit of 7 billion yuan [3][19] - The company's gross margin has improved from 5% in 2021 to 10% in 2024, approaching SF Express's 13% margin [19] Technological Advancements - The newly developed autonomous light truck features L4-level autonomous driving capabilities and can operate continuously, significantly reducing labor and time costs [4][6] - JD Logistics has introduced various automated products for warehouse storage, including handling robots and AI models for logistics optimization [2][13] Strategic Developments - The company has undergone several leadership changes, with a focus on enhancing its logistics technology capabilities [11][12] - JD Logistics has expanded its business through acquisitions, including a 9 billion yuan purchase of a leading large-item logistics company and a 2.7 billion yuan acquisition of Dada Group's instant delivery business [12][19] Market Position and Competitive Edge - JD Logistics operates over 1,600 warehouses and manages more than 5 million product types, achieving a stock turnover time of approximately 30 days, which is more efficient than competitors like Amazon [17] - The company is developing a brand matrix for its logistics automation products, referred to as the "Wolf Pack" series, to enhance its market presence [15]
年入1800亿,刘强东爆改京东物流
创业邦· 2025-10-15 11:00
黑科技带来降本增效。 作者丨薛皓皓 编辑丨关雎 图源丨 九识智能官方微博 提前一个多月, 2025 年京东"双十一"已经开始。 京东的物流,主要依靠上市公司京东物流。 2021 年,京东物流 在 港 交所 上市,有人问刘强东, 京东物流未来最大的挑战是什么?刘强东回答,是"我们会不会被技术抛弃, 会不会 因为没有跟上技 术发展导致丧失机会" 。 京东物流加大了物流科技的研发力度,近三年( 2022 年 ~2024 年)研发投入累计超 100 亿元, 比号称"物流界科技狂人" 的 顺丰还高出不少(近三年 70 亿元)。 今年 7 月,京东物流公布了自研无人轻卡,中型货车的载货空间( 24 立方米),续航可达 400 公 里。这款无人轻卡主要用作大型仓库到配送站(前置仓)的物流配送。 9 月 , 京东物流 宣布 第六代 无人 智能 配送车 进入规模化商用 , 货箱容积 4 立方米, 最大载重 1000 公斤, 可用于城区内配送的"最后一公里"。 除了造车,京东物流还推出了用于仓库储存的自动化产品,包括了搬运机器人、飞梯机器人、分拨墙 等, 以及 用于物流的无人机 、 物流场景 AI 大模型超脑 2.0 。 京东物 ...