BI-JDL @EC2606A

JD Announces 1.3 Billion Yuan Investment in Employee Benefits and Five-Year Logistics Supply Chain Plan for Spring Festival

JD's Paris Warehouse Theft Case Solved, Majority of Stolen Goods Recovered

E-commerce Logistics Index Dropped in January 2026

JD.com and 11Street Establish Strategic Cooperation to Launch Reverse Cross-border E-commerce

JD Air Launches International Cargo Route from Chongqing to South Asia

JD Launches 'JD AI Pay' Smart Payment Solution

JD Waimai Mini Program Launched with Rich Categories and Discounts

JD Launches JoyExpress Delivery Service in Europe

JD Releases Industry-Purchasing Integration Value White Paper to Promote Digitalization of Supply Chain

JD Logistics Lingshui Smart Logistics Port Project Sorting Warehouse Top Out

JD's Global Sales During Lunar New Year Festival Rose Over 100% in One Week

JD to Subsidize On-Duty Employees with Over 130 Million Yuan During the 9-Day Spring Festival in 2026

JD Signs Strategic Cooperation Agreement with CCTA and Announces Joybuy Launch in UK

JD Logistics' First Airbus A330 Freighter Enters Commercial Operation

Morningstar Maintains JD Logistics' Fair Value but Cuts Earnings Forecast

JD Logistics Launches Regular International Freight Route from Wuhan to Bangkok

JD Express Takes on State Subsidy Policy in 15 Provinces

JD Logistics Establishes Overseas Warehouses for Honor in the Middle East and Provides Integrated Supply Chain Services

JD Logistics Pushes for Takeout Riders to Deliver Packages During Off-Peak Hours

JD Logistics Plans to Acquire DB Schenker's Remaining Shares

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

SUPER STRONG

GW TIANDI

WISDOMCOME GP

06618

09618

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Driven by the robot program during the Spring Festival Gala in the Year of the Horse, JD.com saw a 150% increase in order volume. Two hours into the gala, the search volume for robots increased by over 300%, and customer service inquiries rose by 460%. New orders came from more than 100 cities nationwide, covering both first-tier cities and county markets. JD Logistics stated that with the increase in robot consumption, the demand for after-sales service has risen, and repair orders continue to grow. Repair centers have been established in eight major provinces across the country to provide on-site repair services

AASTOCKS

KraneShares 2x Long JD Daily ETF

JD HEALTH

JD-SW

JD LOGISTICS

JD.com

JD.com's robot order volume increased by 150%

ONLN

IBUY

EBIZ

Citi lowered its adjusted net profit forecast for JD.com, expecting Non-GAAP net profits of RMB 641 million and RMB 6.044 billion for the fourth quarter of last year and the first quarter of this year, respectively, a decrease of 66.2% and 13.8%. Although the total revenue forecast of RMB 348.96 billion meets market expectations, Citi has reduced its target price for JD's U.S. stock from $37 to $34, maintaining a "Buy" rating, but noted a lack of catalysts in the short term

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Citigroup has lowered its adjusted net profit forecast for JD.com for the last quarter by over 66%, expecting a lack of catalysts in the short term

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TCTZF

BABX

KBAB

Hong Kong's American Depositary Receipts (ADRs) showed varied movements. According to RTHK, Alibaba's ADR fell nearly 2% compared to its closing price in Hong Kong on Monday, while Meituan's ADR decreased by about 1%. ADRs for AIA Group and Tencent dropped by approximately 0.5% or more. In contrast, JD.com and HSBC's ADRs rose nearly 1%, and Hong Kong Exchanges and Clearing's ADR increased by less than 0.2%.

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Tencent Holdings Limited

AIA Group

HSBC

Hong Kong Exchanges and Clearing (HKEX)

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ChinaAMC Gold ETF

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KraneShares 2x Long BABA Daily ETF

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VanEck Junior Gold Miners ETF

Tencent

MEITUAN

TENCENT

BABA-W

Meituan

Mixed Performance for Hong Kong ADRs

Meituan, China's leading online-to-offline services company, anticipates a loss of up to 24.3 billion yuan for 2025, with a fourth-quarter loss of approximately 15.7 billion yuan. This marks an improvement from a 18.6 billion yuan loss in the third quarter. The company faces intense competition in the instant commerce sector from Alibaba and JD.com, prompting significant spending on marketing and promotions. Meituan's stock has halved in value over the past year, reflecting the impact of the ongoing price war and increased operational costs.

benzinga_article

Instant Commerce War Takes A Toll On Meituan

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On February 16, Hong Kong stocks showed mixed performance, rebounding above the 27,000 mark on Monday and closing at 26,567 on Friday, with only an 8-point increase during the week. Northbound capital will pause until next Tuesday, recording a net inflow of HKD 20.2 billion before the holiday on Friday. Meituan's profit warning affected its stock price, which may drag down Alibaba and JD.com. The Hang Seng Index cannot afford to fall below the 26,200 level; if it fails to rise above 27,000, the market outlook will be relatively bearish. The short-term trading range for Hong Kong stocks is approximately 26,000-27,000, with only a half-day market today

- On February 16, Hong Kong stocks exhibited volatile performance, closing the week with only an 8-point increase.  
- The market is expected to open slightly lower as Northbound capital pauses until next Tuesday, with investors likely to be cautious ahead of the Chinese New Year holiday.  
- Concerns over Meituan's prolonged path to profitability may pressure its stock and impact others like Alibaba and JD, with key support levels around 26200 to watch for potential declines.

Stheadline

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China Southern Hang Seng ETF

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Alibaba

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The half-day market closes early during the Spring Festival holiday | Gu Tianhou

JD.com announced that it will invest RMB 22 billion in the next five years to build 150,000 "Brother Homes," and will provide over RMB 1.3 billion in welfare guarantees for employees during the Spring Festival, including overtime pay and red envelopes. In the past year, 150,000 full-time couriers joined JD.com, and in the future, it will procure 3 million robots, 1 million unmanned vehicles, and 100,000 drones to comprehensively enhance the logistics supply chain. By 2025, JD.com has provided 28,000 sets of housing for frontline employees, covering 145 cities

JD.com: In the next five years, it will invest 22 billion yuan to build 150,000 "Xiao Ge Homes."

BIDU

TCEHY

On February 13th, the State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale, requiring them to comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, and eliminate "involutionary" competition to maintain a fair competitive market environment and promote the innovation and healthy development of the platform economy

- On February 13, the State Administration for Market Regulation discussed compliance with various laws aimed at promoting fair competition with major platforms including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Shanguo.  
- The platform enterprises were urged to eliminate "involution" competition and to enhance responsible promotional practices to foster a healthy platform economy.  
- The article also includes a disclaimer about investment risks and advises users to consider their individual circumstances before making investment decisions.

Wallstreetcn

Baidu

iShares MSCI China

The State Administration for Market Regulation interviewed platform companies such as Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale

On February 13th, the State Administration for Market Regulation interviewed seven platform companies, including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Flash Sale, requiring them to strictly comply with relevant laws and regulations, fulfill their main responsibilities, standardize promotional activities, and eliminate "involution" competition to maintain a fair competitive market environment and promote the innovation and healthy development of the platform economy

BIDU-SW

The State Administration for Market Regulation interviewed 7 platform companies

According to JD, on December 22nd last year, a JD warehouse located in the Île-de-France region of Paris, France, was robbed. Over the past two months, with the tireless efforts of the Paris police and the strong support of the Chinese Embassy in France, the investigation has made significant progress, and the vast majority of the stolen goods have been successfully recovered. JD stated that it will fully cooperate with the Paris police in the follow-up recovery and handover of the stolen goods, ensuring proper arrangements are made

36Kr

JD responds to "The Paris warehouse was robbed": The vast majority of stolen goods have been successfully recovered

JD LOGISTICS has signed a strategic cooperation memorandum with the South Korean e-commerce platform 11Street, planning to introduce products from 11Street merchants to be sold in China, with the project expected to launch in the first half of the year. 11Street will simplify the onboarding process and customs clearance procedures to reduce logistics costs, while JD LOGISTICS will be responsible for the entire logistics process. In addition, JD, Haier, Hisense, and TCL have also signed a strategic cooperation agreement, setting a strategic goal of achieving a total online and offline sales volume of RMB 180 billion

JD LOGISTICS collaborates with South Korean e-commerce platform 11Street to introduce South Korean merchants to Chinese consumers

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Since the launch of JD.com’s "Double Hundred Plan," it has helped nearly 400 restaurant brands exceed one million orders, doubling compared to six months ago. Brands like MIXUE Ice City and Luckin Coffee have even surpassed 200 million orders. JD.com’s food delivery service will upgrade this plan by introducing an innovative consignment model, where merchants only need to supply goods, while the platform fully manages marketing and operations, aiming to reduce costs and enhance merchants' orders and profits

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China Merchants Guozheng Food and Beverage ETF

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MIXUE GROUP

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ChinaAMC CSI Food & Beverage Sub-Industry ETF

AdvisorShares Restaurant ETF

Luckin Coffee

JD.com’s “Double Hundred Plan” helps nearly 400 catering brands achieve order volumes exceeding one million

BKKT

GLXY

BLCN

China's recent cryptocurrency regulations, particularly Document No. 42 and CSRC Document No. 1, are seen as a mixed blessing. While they enhance regulatory clarity and address specific issues in the crypto sector, the overall benefits are limited. The regulations allow for the issuance of security tokens overseas, providing opportunities for companies like Ant Group and JD.com in the stablecoin market. However, the issuance of RMB-pegged stablecoins remains contingent on regulatory approval. The evolving landscape indicates a significant focus on Real-World Asset Tokenization (RWA) and its implications for the future of blockchain technology.

- The resurgence of interest in stablecoins is noted among financial institutions following regulatory updates from the People's Bank of China and CSRC.  
- Document No. 42 emphasizes stringent regulations on virtual currencies while allowing certain exceptions for stablecoin issuance subject to approval, indicating cautious optimism for the market.  
- Despite progress, challenges remain in areas such as liquidity for RWA projects and the need for compliant infrastructure, suggesting a "wait and see" approach for businesses looking to engage in this evolving landscape.

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Are China's new cryptocurrency regulations a boon or a bane?

09961

TCOM

The Beijing Municipal Administration for Market Regulation has conducted interviews with 12 major online ticket platforms, including Ctrip and JD.com, to address irregularities in online train ticket sales. Regulators have mandated these platforms to stop misleading promotions and ensure clear pricing, while also cracking down on illegal practices like fraudulent ticket grabbing to protect consumer rights.

- The Beijing Municipal Administration for Market Regulation held interviews with 12 major online ticket-selling platforms to discuss irregularities in online train ticket sales.  
- Regulators mandated the prohibition of misleading promotions and the removal of products suspected of false advertising, while emphasizing price transparency.  
- Authorities plan to enhance enforcement against illegal practices and promote standardization to protect consumers' rights in the ticketing industry.

动点科技英文源

TRIP.COM-S

Trip.com

China tightens oversight of online ticket platforms, targets paid priority purchase claims

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On February 11, Weibo released the "2025 Weibo Hot Search Trend Report," which is based on hot search topics and user behavior data, showcasing the focal points of public interest in social, entertainment, and vertical fields over the past year. Among the top ten hot search "Internet figures," Lei Jun, Luo Yonghao, and Liu Qiangdong ranked in the top three

XIAOMI-W

Weibo released the top ten trending "Internet figures" for 2025, with Lei Jun, Luo Yonghao, and Liu Qiangdong ranking in the top three

JD's takeaway mini-program officially launched, focusing on "faster and cheaper," covering diverse categories such as food, fresh produce, and medicine. This mini-program offers a wide range of category choices and substantial subsidy benefits, aiming to enhance consumers' takeaway experience. Some popular products have launched fixed-price promotions, and there are also stacking coupons and discount meal cards as benefits

Donews

JD Delivery WeChat Mini Program Officially Launched

Financial Analysis

The three major domestic e-commerce giants--$JD.com(JD.US) first delivered their Q3 financial report on November 13th. In summary, this quarter's performance was also &#34;divided,&#34; with both good and bad news. Overall, revenue remained stable, but losses were more severe than expected. By segment, the core mall segment performed excellently, with both revenue and profit being superior, while the profits from new businesses and JD Logistics were worse than expected. Detailed points are as follows: 1. Revenue is okay, profit is not: In terms of overall figures, JD.com's total revenue for the quarter increased by 15% year-on-year, slightly above the market expectation of 13%. Although the growth rate of electrical sales has indeed deteriorated significantly...

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YieldMax BABA Option Income Strategy ETF

JD HK SDR 10to1

Alibaba HK SDR 5to1

JD.com: Even without state subsidies, still needs to 'strike everywhere'

禾赛科技

Conference Minutes

The collaboration with BYD currently covers more than ten models, and more new models will gradually achieve mass production from 2025 to 2026.

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Renaissance Ipo

Tesla

Hello

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Pony AI

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HESAI-W

HKEX-R

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

Hesai (3Q25 Minutes): Lidar shipments are expected to reach at least 2 million to 3 million units by 2026

BI-JDL @EC2606A(22305.HK)

JD.com's robot order volume increased by 150%

Citigroup has lowered its adjusted net profit forecast for JD.com for the last quarter by over 66%, expecting a lack of catalysts in the short term

Mixed Performance for Hong Kong ADRs

Instant Commerce War Takes A Toll On Meituan

The half-day market closes early during the Spring Festival holiday | Gu Tianhou