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Dephne
2021-08-23

Jingdong Logistics: Revenue of 48.5 billion yuan in the first half of the year, up 53.7% year-on-year

8月23日，京东物流发布截至2021年6月30日止6个月中期业绩。上半年总收入同比增长53.7%至485亿元；期间亏损152亿元，亏损主要由于上半年录得可转换可赎回优先股公允价值变动亏损128亿元、C

Jingdong Logistics: Revenue of 48.5 billion yuan in the first half of the year, up 53.7% year-on-year

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":835274802,"tweetId":"835274802","gmtCreate":1629725334206,"gmtModify":1676530111979,"author":{"id":3580607345837968,"idStr":"3580607345837968","authorId":3580607345837968,"authorIdStr":"3580607345837968","name":"Dephne","avatar":"https://static.tigerbbs.com/b7c72c2c759412c98e2a6c789e5697e8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>ok</body></html>","htmlText":"<html><head></head><body>ok</body></html>","text":"ok","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/835274802","repostId":1123955872,"repostType":4,"repost":{"id":"1123955872","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629713499,"share":"https://ttm.financial/m/news/1123955872?lang=en_US&edition=fundamental","pubTime":"2021-08-23 18:11","market":"hk","language":"zh","title":"Jingdong Logistics: Revenue of 48.5 billion yuan in the first half of the year, up 53.7% year-on-year","url":"https://stock-news.laohu8.com/highlight/detail?id=1123955872","media":"老虎资讯综合","summary":"8月23日，京东物流发布截至2021年6月30日止6个月中期业绩。上半年总收入同比增长53.7%至485亿元；期间亏损152亿元，亏损主要由于上半年录得可转换可赎回优先股公允价值变动亏损128亿元、C","content":"On August 23, JD Logistics released its interim results for the six months ended June 30, 2021. Total revenue in the first half of the year increased by 53.7% year-on-year to 48.5 billion yuan; The loss for the period was RMB15.2 billion, which was mainly due to the loss on fair value change of convertible redeemable preferred shares of RMB12.8 billion recorded in the first half of the year, the decrease in government support incentives related to COVID-19, and the efforts to strengthen and expand the logistics network in the second half of 2020.<img src=\"https://static.tigerbbs.com/e38689eb5e6eceab2d8315194f9d83c8\" tg-width=\"1147\" tg-height=\"398\" referrerpolicy=\"no-referrer\">According to the financial report, in the first half of 2021, JD Logistics achieved a total revenue of 48.5 billion yuan, a year-on-year increase of 53.7%, of which external customer revenue was 26.5 billion yuan, accounting for 54.7% of the total revenue, a year-on-year increase of 109.6%. From the perspective of revenue structure, the customer revenue of integrated supply chain is 33.6 billion yuan, which has become an important support for JD.COM's logistics revenue. This indicates that the integrated supply chain logistics service of JD.COM Logistics has been widely recognized by customers and the market, and more and more partners are using the infrastructure of JD.COM Logistics to improve operational efficiency.At the same time, the adjusted Non-IFRS (Non-IFRS) net loss in the first half of the year was RMB1.5 billion due to the long-term increase in investment in network infrastructure and supply chain technology research and development, as well as the further increase in the breadth and depth of supply chain solutions and services, and the expansion of employment scale. According to the financial report, as of June 30, 2021, JD Logistics operated about 1,200 warehouses. In the past year, the number of new warehouses was 450, which is equivalent to the number of warehouses opened in the 10 years from 2007 to 2017. In addition, JD Logistics invested 1.4 billion yuan in R&D in the first half of the year, accounting for 2.8% of the total revenue, a year-on-year increase of 55.2%; Compensation and welfare expenses for front-line employees amounted to RMB17.2 billion.JD.COM Group is a new entity enterprise with both entity attributes and digital technology capabilities. Yu Rui, CEO of JD.COM Logistics, said that JD.COM Logistics firmly takes \"technology-driven, efficient circulation and sustainable development\" as its mission, is customer-centric, continuously creates value with reliable supply chain services, and helps more customers effectively improve supply chain operation efficiency and reduce comprehensive operating costs. We believe that through integrated supply chain logistics services, customers can focus on their core business businesses and achieve high-quality growth through comprehensive competitiveness enhancement after supply chain upgrading.Revenue from external customers accounted for more than 50% Revenue from external integrated supply chain customers increased by 65.6% year-on-yearAccording to the financial report, in the first half of 2021, the revenue of JD.COM Logistics integrated supply chain customers was 33.6 billion yuan, of which the revenue of external integrated supply chain customers was 11.7 billion yuan, a year-on-year increase of 65.6%, and the number of integrated supply chain customers reached 59,000, a year-on-year increase of 58.7%. It is worth mentioning that the revenue of external customers of JD.COM Logistics has exceeded 50%. As the open mode of JD.COM's logistics business has been verified by the market, the development of enterprises is ushering in a harvest period.According to the financial report, the growth of customers and revenue in JD.COM's logistics integrated supply chain comes from the continuous expansion of enterprises in six major industries, including FMCG, clothing, home appliances, 3C, automobiles and fresh food; On the other hand, with customers' recognition and in-depth understanding of JD.COM's logistics services, some customers who originally used its standardized express delivery, express delivery and other logistics services further used integrated supply chain logistics services.JD.COM Logistics has identified integrated supply chain logistics services as the main track. Through technological empowerment, from the perspective of overall optimization of supply chain, it helps enterprises optimize inventory management, reduce operating costs, efficiently allocate internal resources, allow customers to focus on core businesses, achieve new growth, help the real economy and emerging industries become stronger and bigger, and promote global efficient circulation and sustainable development.Up to now, JD Logistics has served many leading customers in the industry, including Xiaomi Youpin, Chivas, Volvo Cars, Midea, Tsingtao Brewery, etc. Through integrated services such as output warehouse network planning, sales forecasting, inventory management and terminal distribution, JD Logistics effectively helped customers improve their supply chain efficiency. For example, in the first half of this year, JD.COM Logistics cooperated with Yubei Xiaobaodang Mining Company, a subsidiary of Shaanxi Coal Group, to realize the automatic handling of 100% materials, the space utilization rate by 150%, the overall reserves by 70% and the operation efficiency by 50% by using automated equipment such as unmanned handling AGV, combined with algorithm design and WMS and other technologies and applications.In the first half of this year, JD Logistics also made clear the development strategy of decoupling. By modularizing its long-term accumulated solutions, products and capabilities, it can meet the needs of small and medium-sized customers in different industries in a more flexible, callable and combinable way. JD.COM Logistics innovatively launched standardized supply chain optimization products, so that customers can get efficient inventory deployment suggestions in only 1-2 weeks, and the implementation cycle is far lower than that of the industry, which has become a strong competitive advantage for JD.COM Logistics to expand small and medium-sized customers.The Bank added 450 new warehouses a year, and continued to increase investment in logistics infrastructure and supply chain technology research and development.High-quality development achievements are inseparable from the three cornerstones of continuous consolidation of JD.COM Logistics. In the past ten years or so, JD.COM Logistics has built a solid logistics infrastructure, innovative technology application and service capabilities, and profound business insights. In the first half of this year, it has achieved breakthroughs to varying degrees.Infrastructure is the basic plate of JD.COM Logistics, and it is the top priority for enterprises to continue to consolidate. As of June 30, 2021, the total number of warehouses operated by JD Logistics was approximately 1,200, and the total management area of the warehousing network was approximately 23 million square meters (including the management area of the cloud warehouse of the cloud warehouse ecological platform). It is worth mentioning that in the past year, there were 450 new warehouses in JD Logistics, which is equivalent to the total warehouse growth in the 10 years from 2007 to 2017. In the first half of the year, JD Logistics further strengthened the layout of its basic logistics network by establishing a joint venture company with China Railway Express, building multimodal transport boutique routes and opening cross-border charter flights.At the same time, JD.COM Logistics continues to sink its strong infrastructure construction capabilities to serve the real economy and create value for the society. In the first half of the year, JD Logistics continued to expand the layout of intelligent logistics infrastructure in districts, counties, towns and remote areas. During 618 this year, JD.COM Logistics has achieved minute delivery in more than 200 cities across the country, and 92% of districts and counties and 84% of towns and villages have achieved delivery on the same day or the next day.Technology is an important driving force for the development of JD Logistics. In the first half of 2021, JD Logistics invested 1.4 billion yuan in R&D, accounting for 2.8% of the total revenue, representing a year-on-year increase of 55.2%. At present, 38 Asia No.1 large-scale intelligent warehouses have been operated in 28 cities across the country, and 6 were added in Nanning, Haikou and other cities in the first half of the year alone. In addition, Beidou New Warehouse operating in North China has achieved million-level SKU operation, shortening the fulfillment time by 2-3 hours; JD Logistics has L4-level autonomous intelligent express vehicles with self-developed technology, which have been put into operation in more than 10 cities across the country.In addition to logistics infrastructure and supply chain technology, the industry and business insights accumulated over the years are the unique competitive advantages of JD Logistics. By serving JD.COM Group and external customers, as well as reaching hundreds of millions of C-end consumers, JD.COM Logistics has established a deep knowledge of business flow and industry insights, and also enabled it to maintain keen and fast analysis, judgment and solving ability in complex and diverse supply chain problems of enterprises and industries.Through years of accumulating three cornerstone capabilities, JD.COM Logistics has become a technology-driven supply chain solution and logistics service provider that \"can land than consulting companies and understand growth than logistics companies\", which has also become its competitive advantage that is difficult to surpass. Based on the solid logistics infrastructure, technology application and business insight capabilities built in the past ten years, JD.COM Logistics has been able to continue to open to the real economy, and through its integrated supply chain logistics service, it has helped more enterprises, industries and even society to improve their overall efficiency.Promoting high-quality employment, the salary and welfare expenses of front-line employees reached RMB17.2 billion in the first half of the year\"Customer first\" is one of the core values of JD.COM Logistics. Over the years, JD.COM Logistics has always insisted on providing high-quality services to customers, which has been highly recognized by consumers. In the first and second quarters of 2021 express service satisfaction survey and time limit punctuality test results released by the State Post Bureau this year, JD Logistics continued to rank in the first echelon with good public satisfaction score.The high-quality service of JD.COM Logistics is inseparable from the enthusiastic, professional and high-quality service of more than 260,000 front-line employees. JD Logistics always adheres to the right business values and promotes high-quality services with high-quality employment.Over the years, JD Logistics has insisted on paying five insurances and one fund for front-line employees, and has also provided additional commercial insurance for accidental injuries, special environmental subsidies, and COVID-19 insurance, and provided industry-competitive remuneration and welfare guarantees. In the first half of this year, JD Logistics incurred remuneration and welfare expenses of RMB17.2 billion for employees involved in warehousing, sorting, packing, transportation, distribution and customer service operations. According to this conservative calculation, the per capita monthly expenditure of JD.COM Logistics has reached 11,000 yuan. According to CCTV, according to the 2021 618 Express Service Quality Big Data Report, over 50% of couriers in China have a monthly income of no more than 5,000 yuan, and only 1.3% have a monthly income of more than 10,000 yuan.While providing high welfare for employees, JD Logistics also actively practices social responsibility. In the first half of 2021, during anti-epidemic rescue, earthquake relief and other operations, JD Logistics responded quickly and effectively ensured the efficient transportation of epidemic prevention, emergency response and people's livelihood materials through its self-operated logistics system and intelligent express vehicles with \"contactless distribution mode\". In Henan flood control and disaster relief, JD.COM Logistics delivered donated materials to the disaster relief site at the first time.In terms of green and sustainable development, JD Logistics fully implemented the concept of green and sustainable development from a strategic level, continuously promoted the \"Qingliu Plan\", linked the upstream and downstream supply chain, achieved low-carbon environmental protection, energy saving and consumption reduction in warehousing, transportation, packaging and other links, and continuously promoted the development of green supply chain. JD Logistics is the first logistics enterprise in China to complete the establishment of the Scientific Carbon Target Initiative (SBTi), and at the same time introduce and use more new energy vehicles, promote and use more renewable energy and environmentally friendly materials, and practice green environmental protection measures.JD.COM Group always adheres to the simplest business logic: only when enterprises are good to employees can employees serve customers with sincerity, and customers can give back to enterprises with trust. JD.COM hopes to make emotion an important link between production and consumption, and hopes that JD.COM's employees and partners, especially the front-line employees closest to users, will maintain this link.JD.COM Logistics has always practiced this concept. For more than ten years, it has always accumulated infrastructure, technology and business insights, which has laid a solid foundation for its high-quality performance growth, and will continue to promote the value release of integrated supply chain logistics services. In the future, JD Logistics will continue to deepen technology-driven integrated supply chain logistics services, maximize the development of the real economy and emerging industries, continue to provide users with high-quality service experience, promote the reduction of social logistics costs, and drive the improvement of business and social efficiency.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jingdong Logistics: Revenue of 48.5 billion yuan in the first half of the year, up 53.7% year-on-year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJingdong Logistics: Revenue of 48.5 billion yuan in the first half of the year, up 53.7% year-on-year\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n老虎资讯综合 \n2021-08-23 18:11\n</div>\n</a>\n</h4>\n</header>\n<article>\nOn August 23, JD Logistics released its interim results for the six months ended June 30, 2021. Total revenue in the first half of the year increased by 53.7% year-on-year to 48.5 billion yuan; The loss for the period was RMB15.2 billion, which was mainly due to the loss on fair value change of convertible redeemable preferred shares of RMB12.8 billion recorded in the first half of the year, the decrease in government support incentives related to COVID-19, and the efforts to strengthen and expand the logistics network in the second half of 2020.<img src=\"https://static.tigerbbs.com/e38689eb5e6eceab2d8315194f9d83c8\" tg-width=\"1147\" tg-height=\"398\" referrerpolicy=\"no-referrer\">According to the financial report, in the first half of 2021, JD Logistics achieved a total revenue of 48.5 billion yuan, a year-on-year increase of 53.7%, of which external customer revenue was 26.5 billion yuan, accounting for 54.7% of the total revenue, a year-on-year increase of 109.6%. From the perspective of revenue structure, the customer revenue of integrated supply chain is 33.6 billion yuan, which has become an important support for JD.COM's logistics revenue. This indicates that the integrated supply chain logistics service of JD.COM Logistics has been widely recognized by customers and the market, and more and more partners are using the infrastructure of JD.COM Logistics to improve operational efficiency.At the same time, the adjusted Non-IFRS (Non-IFRS) net loss in the first half of the year was RMB1.5 billion due to the long-term increase in investment in network infrastructure and supply chain technology research and development, as well as the further increase in the breadth and depth of supply chain solutions and services, and the expansion of employment scale. According to the financial report, as of June 30, 2021, JD Logistics operated about 1,200 warehouses. In the past year, the number of new warehouses was 450, which is equivalent to the number of warehouses opened in the 10 years from 2007 to 2017. In addition, JD Logistics invested 1.4 billion yuan in R&D in the first half of the year, accounting for 2.8% of the total revenue, a year-on-year increase of 55.2%; Compensation and welfare expenses for front-line employees amounted to RMB17.2 billion.JD.COM Group is a new entity enterprise with both entity attributes and digital technology capabilities. Yu Rui, CEO of JD.COM Logistics, said that JD.COM Logistics firmly takes \"technology-driven, efficient circulation and sustainable development\" as its mission, is customer-centric, continuously creates value with reliable supply chain services, and helps more customers effectively improve supply chain operation efficiency and reduce comprehensive operating costs. We believe that through integrated supply chain logistics services, customers can focus on their core business businesses and achieve high-quality growth through comprehensive competitiveness enhancement after supply chain upgrading.Revenue from external customers accounted for more than 50% Revenue from external integrated supply chain customers increased by 65.6% year-on-yearAccording to the financial report, in the first half of 2021, the revenue of JD.COM Logistics integrated supply chain customers was 33.6 billion yuan, of which the revenue of external integrated supply chain customers was 11.7 billion yuan, a year-on-year increase of 65.6%, and the number of integrated supply chain customers reached 59,000, a year-on-year increase of 58.7%. It is worth mentioning that the revenue of external customers of JD.COM Logistics has exceeded 50%. As the open mode of JD.COM's logistics business has been verified by the market, the development of enterprises is ushering in a harvest period.According to the financial report, the growth of customers and revenue in JD.COM's logistics integrated supply chain comes from the continuous expansion of enterprises in six major industries, including FMCG, clothing, home appliances, 3C, automobiles and fresh food; On the other hand, with customers' recognition and in-depth understanding of JD.COM's logistics services, some customers who originally used its standardized express delivery, express delivery and other logistics services further used integrated supply chain logistics services.JD.COM Logistics has identified integrated supply chain logistics services as the main track. Through technological empowerment, from the perspective of overall optimization of supply chain, it helps enterprises optimize inventory management, reduce operating costs, efficiently allocate internal resources, allow customers to focus on core businesses, achieve new growth, help the real economy and emerging industries become stronger and bigger, and promote global efficient circulation and sustainable development.Up to now, JD Logistics has served many leading customers in the industry, including Xiaomi Youpin, Chivas, Volvo Cars, Midea, Tsingtao Brewery, etc. Through integrated services such as output warehouse network planning, sales forecasting, inventory management and terminal distribution, JD Logistics effectively helped customers improve their supply chain efficiency. For example, in the first half of this year, JD.COM Logistics cooperated with Yubei Xiaobaodang Mining Company, a subsidiary of Shaanxi Coal Group, to realize the automatic handling of 100% materials, the space utilization rate by 150%, the overall reserves by 70% and the operation efficiency by 50% by using automated equipment such as unmanned handling AGV, combined with algorithm design and WMS and other technologies and applications.In the first half of this year, JD Logistics also made clear the development strategy of decoupling. By modularizing its long-term accumulated solutions, products and capabilities, it can meet the needs of small and medium-sized customers in different industries in a more flexible, callable and combinable way. JD.COM Logistics innovatively launched standardized supply chain optimization products, so that customers can get efficient inventory deployment suggestions in only 1-2 weeks, and the implementation cycle is far lower than that of the industry, which has become a strong competitive advantage for JD.COM Logistics to expand small and medium-sized customers.The Bank added 450 new warehouses a year, and continued to increase investment in logistics infrastructure and supply chain technology research and development.High-quality development achievements are inseparable from the three cornerstones of continuous consolidation of JD.COM Logistics. In the past ten years or so, JD.COM Logistics has built a solid logistics infrastructure, innovative technology application and service capabilities, and profound business insights. In the first half of this year, it has achieved breakthroughs to varying degrees.Infrastructure is the basic plate of JD.COM Logistics, and it is the top priority for enterprises to continue to consolidate. As of June 30, 2021, the total number of warehouses operated by JD Logistics was approximately 1,200, and the total management area of the warehousing network was approximately 23 million square meters (including the management area of the cloud warehouse of the cloud warehouse ecological platform). It is worth mentioning that in the past year, there were 450 new warehouses in JD Logistics, which is equivalent to the total warehouse growth in the 10 years from 2007 to 2017. In the first half of the year, JD Logistics further strengthened the layout of its basic logistics network by establishing a joint venture company with China Railway Express, building multimodal transport boutique routes and opening cross-border charter flights.At the same time, JD.COM Logistics continues to sink its strong infrastructure construction capabilities to serve the real economy and create value for the society. In the first half of the year, JD Logistics continued to expand the layout of intelligent logistics infrastructure in districts, counties, towns and remote areas. During 618 this year, JD.COM Logistics has achieved minute delivery in more than 200 cities across the country, and 92% of districts and counties and 84% of towns and villages have achieved delivery on the same day or the next day.Technology is an important driving force for the development of JD Logistics. In the first half of 2021, JD Logistics invested 1.4 billion yuan in R&D, accounting for 2.8% of the total revenue, representing a year-on-year increase of 55.2%. At present, 38 Asia No.1 large-scale intelligent warehouses have been operated in 28 cities across the country, and 6 were added in Nanning, Haikou and other cities in the first half of the year alone. In addition, Beidou New Warehouse operating in North China has achieved million-level SKU operation, shortening the fulfillment time by 2-3 hours; JD Logistics has L4-level autonomous intelligent express vehicles with self-developed technology, which have been put into operation in more than 10 cities across the country.In addition to logistics infrastructure and supply chain technology, the industry and business insights accumulated over the years are the unique competitive advantages of JD Logistics. By serving JD.COM Group and external customers, as well as reaching hundreds of millions of C-end consumers, JD.COM Logistics has established a deep knowledge of business flow and industry insights, and also enabled it to maintain keen and fast analysis, judgment and solving ability in complex and diverse supply chain problems of enterprises and industries.Through years of accumulating three cornerstone capabilities, JD.COM Logistics has become a technology-driven supply chain solution and logistics service provider that \"can land than consulting companies and understand growth than logistics companies\", which has also become its competitive advantage that is difficult to surpass. Based on the solid logistics infrastructure, technology application and business insight capabilities built in the past ten years, JD.COM Logistics has been able to continue to open to the real economy, and through its integrated supply chain logistics service, it has helped more enterprises, industries and even society to improve their overall efficiency.Promoting high-quality employment, the salary and welfare expenses of front-line employees reached RMB17.2 billion in the first half of the year\"Customer first\" is one of the core values of JD.COM Logistics. Over the years, JD.COM Logistics has always insisted on providing high-quality services to customers, which has been highly recognized by consumers. In the first and second quarters of 2021 express service satisfaction survey and time limit punctuality test results released by the State Post Bureau this year, JD Logistics continued to rank in the first echelon with good public satisfaction score.The high-quality service of JD.COM Logistics is inseparable from the enthusiastic, professional and high-quality service of more than 260,000 front-line employees. JD Logistics always adheres to the right business values and promotes high-quality services with high-quality employment.Over the years, JD Logistics has insisted on paying five insurances and one fund for front-line employees, and has also provided additional commercial insurance for accidental injuries, special environmental subsidies, and COVID-19 insurance, and provided industry-competitive remuneration and welfare guarantees. In the first half of this year, JD Logistics incurred remuneration and welfare expenses of RMB17.2 billion for employees involved in warehousing, sorting, packing, transportation, distribution and customer service operations. According to this conservative calculation, the per capita monthly expenditure of JD.COM Logistics has reached 11,000 yuan. According to CCTV, according to the 2021 618 Express Service Quality Big Data Report, over 50% of couriers in China have a monthly income of no more than 5,000 yuan, and only 1.3% have a monthly income of more than 10,000 yuan.While providing high welfare for employees, JD Logistics also actively practices social responsibility. In the first half of 2021, during anti-epidemic rescue, earthquake relief and other operations, JD Logistics responded quickly and effectively ensured the efficient transportation of epidemic prevention, emergency response and people's livelihood materials through its self-operated logistics system and intelligent express vehicles with \"contactless distribution mode\". In Henan flood control and disaster relief, JD.COM Logistics delivered donated materials to the disaster relief site at the first time.In terms of green and sustainable development, JD Logistics fully implemented the concept of green and sustainable development from a strategic level, continuously promoted the \"Qingliu Plan\", linked the upstream and downstream supply chain, achieved low-carbon environmental protection, energy saving and consumption reduction in warehousing, transportation, packaging and other links, and continuously promoted the development of green supply chain. JD Logistics is the first logistics enterprise in China to complete the establishment of the Scientific Carbon Target Initiative (SBTi), and at the same time introduce and use more new energy vehicles, promote and use more renewable energy and environmentally friendly materials, and practice green environmental protection measures.JD.COM Group always adheres to the simplest business logic: only when enterprises are good to employees can employees serve customers with sincerity, and customers can give back to enterprises with trust. JD.COM hopes to make emotion an important link between production and consumption, and hopes that JD.COM's employees and partners, especially the front-line employees closest to users, will maintain this link.JD.COM Logistics has always practiced this concept. For more than ten years, it has always accumulated infrastructure, technology and business insights, which has laid a solid foundation for its high-quality performance growth, and will continue to promote the value release of integrated supply chain logistics services. In the future, JD Logistics will continue to deepen technology-driven integrated supply chain logistics services, maximize the development of the real economy and emerging industries, continue to provide users with high-quality service experience, promote the reduction of social logistics costs, and drive the improvement of business and social efficiency.\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"02618":"京东物流"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123955872","content_text":"8月23日，京东物流发布截至2021年6月30日止6个月中期业绩。上半年总收入同比增长53.7%至485亿元；期间亏损152亿元，亏损主要由于上半年录得可转换可赎回优先股公允价值变动亏损128亿元、COVID-19相关政府支持优惠减少、2020年下半年致力加强和扩大物流网络。财报显示，2021年上半年，京东物流实现总收入485亿元，同比增长53.7%，其中外部客户收入265亿元，占总收入的54.7%，同比增长109.6%。从收入结构来看，一体化供应链客户收入336亿元，成为京东物流营收的重要支撑。这标志着，京东物流一体化供应链物流服务得到客户和市场广泛认可，越来越多的合作伙伴正借助京东物流的基础设施提升运营效率。\n与此同时，因长期加大网络基础设施、供应链技术研发等投入，以及进一步加大供应链解决方案及服务广度深度、扩大就业规模等，上半年经调整后的Non-IFRS（非国际财务报告准则）净亏损为15亿元。财报显示，截至2021年6月30日，京东物流运营约1200个仓库，过去一年，新增仓库数量450个，相当于2007年至2017年10年间的建仓数量。除此之外，京东物流上半年研发投入14亿，占总收入的2.8%，同比增长55.2%；为一线员工薪酬福利开支为172亿元。\n京东集团是一家兼具实体企业属性和数字技术能力的新型实体企业，京东物流CEO余睿表示，京东物流坚定地以“技术驱动，推动高效流通和可持续发展”为使命，以客户为中心，用可信赖的供应链服务持续创造价值，帮助更多客户有效提升供应链运营效率，降低综合运营成本。我们相信通过一体化供应链物流服务，可以让客户专注核心商业业务，并在供应链升级后获得综合竞争力的全面提升，实现高质量增长。\n外部客户收入占比超50% 外部一体化供应链客户收入同比增65.6%\n财报显示，2021年上半年，京东物流一体化供应链客户收入336亿元，其中外部一体化供应链客户收入为117亿元，同比增长65.6%，一体化供应链客户数达到5.9万，同比增长58.7%。值得一提的是，京东物流外部客户收入占比已超50%。随着京东物流业务的开放模式得到市场验证，企业发展正迎来收获期。\n根据财报，京东物流一体化供应链客户数量及收入的增长，一方面来自企业在快消、服装、家电家具、3C、汽车和生鲜等六大行业的持续拓展；另一方面，随着客户对京东物流服务的认可和深入了解，原本使用其标准化快递、快运等其他物流服务的一部分客户，进一步使用了一体化供应链物流服务。\n京东物流将一体化供应链物流服务确定为主赛道，通过科技赋能，从供应链全局最优的角度，帮助企业优化库存管理、减少运营成本、高效分配内部资源，让客户专注核心业务，实现新的增长，助力实体经济和新兴产业做强做大，推动全球高效流通和可持续发展。\n截至目前，京东物流已服务众多行业头部客户，包括小米有品、芝华仕、沃尔沃汽车、美的、青岛啤酒等。通过输出仓网规划、销售预测及库存管理、末端配送等一体化服务，京东物流有效帮助客户提升了供应链效率。例如，今年上半年，京东物流与陕煤集团旗下的榆北小保当矿业公司合作，通过运用无人搬运AGV等自动化设备，结合算法设计和WMS等技术、应用，实现100%物资自动搬运，空间利用率提升150%，整体储量提升70%，作业效率提升50%。\n今年上半年，京东物流还明确了解耦的发展战略，通过将其长期积累的解决方案、产品和能力模块化，以更加灵活、可调用与组合的方式，满足不同行业的中小客户需求。京东物流创新地推出了标准化的供应链优化产品，使客户仅需1-2周即可获得高效的库存部署建议，实施周期远低于行业，这成为京东物流拓展中小客户的强有力竞争优势。\n一年新增450个仓库，持续加大物流基础设施和供应链科技研发投入。\n高质量发展成果离不开京东物流持续夯实的三大基石，过去十余年，京东物流构建了扎实的物流基础设施、创新的技术应用和服务能力，以及深刻的商业洞察，在今年上半年，均实现不同程度的突破。\n基础设施是京东物流前行的基本盘，是企业持续夯实的重中之重。截至2021年6月30日，京东物流运营的仓库总数量约1200个，仓储网络总管理面积约2300万平米（包含云仓生态平台的云仓管理面积）。值得一提的是，过去一年京东物流新增仓库数量450个，这相当于2007年至2017年的10年间仓库增长总量。上半年，京东物流还通过和中铁快运成立合资公司、打造多式联运精品线路，开通跨境包机等方式，进一步增强物流基础网络布局。\n与此同时，京东物流不断将强大的基础设施建设能力下沉，服务实体经济，为社会创造价值。上半年，京东物流持续拓宽在区县、乡镇以及偏远地区的智能物流基础设施布局。今年618期间，京东物流已在全国超200个城市实现分钟达，92%的区县和84%的乡镇实现当日或次日送达。\n技术是京东物流发展的重要驱动力，2021年上半年，京东物流研发投入14亿元，占总收入的2.8%，同比增长55.2%。目前已在全国28个城市运营了38个亚洲一号大型智能仓库，仅上半年便在南宁、海口等城市新增6个。此外，在华北运营的北斗新仓已实现百万级SKU操作，将履约时间缩短了2-3小时；京东物流拥有全自研技术的L4级别自动驾驶智能快递车，已在全国超10个城市投入运营。\n除物流基础设施、供应链技术外，多年积累的行业与商业洞察是京东物流独特的竞争优势。通过服务京东集团和外部客户，以及对数亿C端的消费者的触达，京东物流建立了深厚的商流认知和行业洞见，亦让其在复杂多样的企业、行业供应链难题中，保持敏锐、快速的分析、判断、解决能力。\n通过多年积累三大基石能力，京东物流已成为“比咨询公司能落地，比物流公司懂增长”的技术驱动的供应链解决方案和物流服务商，这亦成为其难以被超越的竞争优势。基于在过去十余年里构建的扎实的物流基础设施、技术应用和商业洞察能力，京东物流得以持续向实体经济开放，通过其一体化供应链物流服务“以实助实”，帮助更多企业、行业，甚至社会实现整体效率的提升。\n推动高质量就业，上半年一线员工薪酬福利开支达172亿元\n“客户为先”是京东物流的核心价值观之一，多年来，京东物流始终坚持为客户提供优质服务，也因此获得了消费者的高度认可。在今年国家邮政局发布的2021年第一和第二季度快递服务满意度调查和时限准时率测试结果，京东物流凭借良好的公众满意度评分继续稳居第一梯队。\n京东物流优质的服务离不开26万余名一线员工热情、专业、高质量的服务。京东物流始终坚持正道商业价值观，以高质量就业促高质量服务。\n多年来，京东物流坚持为一线员工缴纳五险一金，还配备额外的意外伤害商业保险、特殊环境补贴、及新冠疫情险等，并提供了具有行业竞争力的薪酬福利保障。今年上半年，京东物流为参与仓储、分拣、打包、运输、配送及客服等运营员工的薪酬福利开支达到人民币172亿元。据此保守测算，京东物流人均月支出已达1.1万元，而据央视报道，根据《2021年618快递服务质量大数据报告》，中国超五成的快递员月收入不超过5000元，月收入超过一万元的仅占1.3%。\n在为员工提供高福利的同时，京东物流还积极践行社会责任。2021年上半年，在抗疫救援、抗震救灾等行动中，京东物流迅速反应，通过自营物流体系和“无接触配送模式”的智能快递车，有效保障防疫、应急和民生物资的高效运送。在河南防汛救灾中，京东物流第一时间将捐赠物资送抵救灾现场。\n在绿色、可持续发展方面，京东物流从战略层面全面践行绿色、可持续发展理念，持续推进“青流计划”，联动供应链上下游，在仓储、运输、包装等多个环节实现低碳环保、节能降耗，持续推动绿色供应链发展。京东物流是国内首家完成设立科学碳目标倡议（SBTi）的物流企业，同时引入使用更多新能源车辆，推广和使用更多可再生能源和环保材料，践行绿色环保措施。\n京东集团始终坚持一个最朴素的商业逻辑：企业对员工好，员工才能用真心去服务客户，客户才能用信赖回馈企业，京东希望让情感成为一条连接生产与消费的重要纽带，更希望京东的员工、合作伙伴，尤其是距离用户最近的一线员工，维系好这条纽带。\n京东物流亦始终践行这一理念，十余年来，始终踏实做好基础设施、技术与商业洞察积累，这为其实现业绩高质量增长打下了坚实的基础，并将持续推动一体化供应链物流服务的价值释放。未来，京东物流还将持续深耕技术驱动的一体化供应链物流服务，最大化助力实体经济和新兴产业发展，继续为用户提供高品质服务体验，推动社会物流成本降低，带动商业和社会效率提升。","news_type":1,"symbols_score_info":{"02618":0.9}},"isVote":1,"tweetType":1,"viewCount":2965,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}