CIJDCOM@EC2606A

Citibank Adjusts JD's Earnings Forecast and Downgrades Target Price

JD Robots See Surge in Searches and Orders During Chinese New Year Gala

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

Glaxis Capital Management LLC Invests in JD.com

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

JD Announces $22 Billion Investment in 1.5 Million 'Brother's Home' Over the Next Five Years

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 Launches JoyExpress Delivery Service in Europe

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

JD Instant Medication Delivery Business Surpasses Expectations

JD Integrates Kappa Supermarket, Introduces 100 Own-Brand Products

JD's Innovation Retail Department to be Integrated into JD Retail

JD MALL Expected to Open in June 18 in Hong Kong's Grand Bay View Center

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

Traditional Supermarkets Under Pressure in 2025, New Generation Supermarkets Innovate and Grow

JD Home Services Launches 'Hundred Cities Double Ten Million Recruitment Plan' to Expand Service Supply

JD Group Signs Strategic Cooperation Agreement with CCBIT

STARCOIN GROUP

DAISHOMICROLINE

IDT INT'L

GUANZE MEDICAL

BOER POWER

KNOWLEDGE ATLAS

CHINA INFO TECH

QINGHUA HOLD

SUPER STRONG

HAIZHI TECH GP

IBUY

06618

ONLN

02618

EBIZ

SUPL

JD.com Inc. will hold a management conference call on March 5, 2026, at 8:00 p.m. Beijing/Hong Kong Time to discuss its financial results for the fiscal year ended December 31, 2025. This follows a board meeting to approve the unaudited results and consider a dividend recommendation. Participants can pre-register, and a live and archived webcast will be available.

- JD.com Inc. will hold a management conference call on March 5, 2026, at 8:00 p.m. Beijing/Hong Kong Time to discuss its financial results.  
- This call follows a board meeting on the same day to approve the unaudited results and consider a dividend recommendation.  
- Participants can pre-register and access a live and archived webcast, while the content is generated by AI for informational purposes only.

PUBT

Amplify Online Retail ETF

JD HEALTH

ProShares Online Retail

JD LOGISTICS

SPDR S&P Retail ETF

Global X E-commerce ETF

VanEck Retail ETF

KraneShares 2x Long JD Daily ETF

Proshares Supply Chain Logistics ETF

JD-SW

JD.com

JD.com to Hold Earnings Conference Call on 2025 Fiscal Year Results

09618

On February 20, 2026, JD.com, Inc. stated its intention to unveil the unaudited financial results for the fourth quarter and full year of 2025 on March 5, 2026, prior to the U.S. market opening. As a prominent supply chain-focused technology and service firm, JD.com, Inc. operates under the tickers JD on NASDAQ and 9618 (HKD counter) and 89618 (RMB counter) on HKEX.

Unusual Whales

JD.com to report Q4 and full year 2025 financial results on March 5, 2026.NASDAQ: JD, HKEX: 9618. Released before market opens.

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

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

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

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

JD.com, Inc. will release its unaudited fourth quarter and full year 2025 financial results on March 5, 2026, before U.S. market opens. A conference call will be held at 7:00 am ET on the same day to discuss the results. Participants must register in advance and can access a replay until March 13, 2026. The company is a leading supply chain-based technology provider, offering innovative retail infrastructure and services.

- JD.com, Inc. plans to release its unaudited fourth quarter and full year 2025 financial results on March 5, 2026, before the U.S. market opens.  
- A conference call with management will be held at 7:00 am Eastern Time on the same day to discuss these results, requiring pre-registration for participation.  
- The company is a leading supply chain-based technology and service provider, aiming to enhance retail infrastructure and offer a "Retail as a Service" model to drive innovation.

StockTitan

JD.com to Report Fourth Quarter and Full Year 2025 Financial Results on March 5, 2026 | JD Stock News

With the rising popularity of robots, the same model featured in the Spring Festival Gala was sold out, with multiple models selling out within minutes, and high-end models being snapped up instantly, directly igniting the consumer market. Two hours into the Year of the Horse Spring Festival Gala, the search volume for robots on JD increased by over 300% compared to the previous period, customer service inquiries grew by 460%, and order volume increased by 150%. New orders covered more than 100 cities nationwide

Wallstreetcn

Robot performances swept the Spring Festival Gala stage, and the same model robots from the gala were sold out

KBAB

BABX

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

KraneShares 2x Long BABA Daily ETF

BABA 2x Long Daily ETF - GraniteShares

Meituan

MEITUAN

Instant Commerce War Takes A Toll On Meituan

MPNGY

513770

03690

512380

BABA

09988

513040

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

Hwabao CSI HK Equities Internet ETF

China Southern Hang Seng ETF

Yinhua MSCI China A ETF

ChinaAMC Hang Seng ETF

Alibaba

ALI HEALTH

BABA-W

E Fund CSI HK Connect Internet ETF

Hang Seng Index

Krne Csi China Internet

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."

Glaxis Capital Management LLC has made a new investment in JD.com, Inc. by purchasing 70,000 shares valued at approximately $2.45 million, representing 4.0% of its portfolio. Other institutional investors have also increased their stakes in JD.com. The stock is currently trading at $27.14, down 1.4%, with a market cap of $38.88 billion. JD.com reported earnings of $0.52 per share, exceeding estimates, and analysts have mixed ratings on the stock, with an average rating of "Moderate Buy" and a consensus price target of $38.71.

- Glaxis Capital Management LLC disclosed the purchase of 70,000 shares of JD.com, valued at approximately $2,449,000, during the 3rd quarter, constituting about 4.0% of its portfolio.  
- Several institutional investors also increased their stakes in JD.com, contributing to hedge funds owning 15.98% of the company's stock.  
- JD.com reported a quarterly earnings per share of $0.52, exceeding estimates, with a revenue of $41.98 billion, reflecting a 14.9% year-on-year increase, while analysts maintain a Moderate Buy rating and a consensus price target of $38.71.

Market Beat

Glaxis Capital Management LLC Makes New Investment in JD.com, Inc. $JD

BIDU

TCEHY

00700

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.

Baidu

Tencent

TENCENT

Tencent Holdings Limited

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

09888

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

01024

On February 13th, the Hong Kong stock market collectively adjusted, with the Hang Seng Index falling 1.72%, breaking below short-term highs. The internet and retail sectors experienced widespread declines, influenced by the macro environment and intensified competition, with heavyweight stocks like Meituan and Alibaba weakening. The restaurant sector showed mixed performance, with Haidilao rising against the trend due to recovery expectations. In terms of individual stocks, Yingda Real Estate surged over 39% on expectations of profits from asset sales. The market has entered a short-term consolidation period, with funds focusing on liquidity changes and policy directions

- On February 13, Hong Kong stocks declined collectively after reaching a short-term high, with the Hang Seng Index falling 1.72% to 26,567.12 points. 
- The retail sector suffered due to intense price competition and weak consumer sentiment, impacting major players like Alibaba and JD.com. 
- Amid mixed macroeconomic signals, investors are advised to consider defensive opportunities in high-dividend and policy-benefited sectors.

Market Heartbeat

KUAISHOU-W

MNSO

HAIDILAO

YUM CHINA

PCPD

MANY IDEA CLOUD

AFFLUENT FDN

Hong Kong Stock Market Closing | Hang Seng Index fell 1.72%, Meituan dropped 3.18% leading the blue chips, Yingda Real Estate surged 39% on positive news

On February 13th, the Hong Kong stock market showed weak sentiment, with all three major indices declining collectively. The Hang Seng Index fell 1.86% during the session and failed to hold its high position, while the Hang Seng TECH Index dropped 1.31%. Under the dual pressure of cooling expectations for a Federal Reserve interest rate cut and intensified industry competition, technology and consumer heavyweight stocks experienced widespread declines. Meituan fell over 3% due to market concerns about a new round of price wars, with Baidu, Alibaba, and others following suit in their corrections. Market risk aversion increased, with funds waiting for the core data at the end of the month to validate the recovery's strength. In terms of individual stocks, the new stock HAIZHI TECH GP surged over 224%, becoming the biggest highlight of the session

- As of February 13, 2026, Hong Kong's stock indices faced downward pressure, with the Hang Seng Index dropping 1.86% to 26,529.94 points amid weakening buying momentum.  
- The technology and retail sectors experienced declines due to concerns over competition and market dynamics, with companies like Tencent and Alibaba seeing significant decreases in share prices.  
- Investors remain cautious, awaiting crucial data later in the month to gauge economic recovery signals and their impact on major sectors.

INNOVENT BIO

ZIJIN MINING

Hang Seng TECH Index

Hong Kong stock market intraday | The Hang Seng Index fell 1.86% under pressure, technology stocks broadly declined, Meituan dropped 3.48%, and the new stock HAIZHI TECH GP surged 224%

On February 13th, the three major indices of Hong Kong stocks collectively weakened in the morning session, with the Hang Seng Index falling by 1.79% and the Hang Seng TECH Index dropping by 1.65%. Affected by regulatory interviews and profit-taking pressure, technology stocks fell across the board, with MEITUAN down 4.54%, Baidu down 3.78%, and JD.com down 3.04%. Although Tencent continued to attract attention from southbound funds, its stock price still adjusted down by 1.68%. Individual stocks showed divergence, with AI concept stock Zhipu surging over 28% against the trend, and catering leader Haidilao rising by 2.22%. Market risk aversion sentiment is rising, entering a phase of digestion and consolidation in the short term

- On February 13, Hong Kong's three major indices fell after a recent high, indicating profit-taking pressure amid heightened risk aversion.  
- The Hang Seng Index closed at 26,548.41 points, dropping 1.79%, with the technology and retail sectors, including Tencent and Alibaba, showing significant declines due to regulatory concerns.  
- Market focus is shifting to external liquidity and mainland economic recovery, as the upcoming macro data release is anticipated to influence market direction.

XIAOMI-W

Dacheng Hang Seng Technology ETF(QDII)

CAM HS TECH

CSOP HS TECH

HSTECH ETF

FL2 CSOP HSI

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Tianhong Hang Seng TECH ETF(QDII)

FI2 CSOP HSI

ChinaAMC Hang Seng Technology ETF(QDII)

Hong Kong Stock Midday Review | The Hang Seng Index fell 1.79%, tech stocks collectively declined, while AI concept stock Zhipu surged over 28% against the trend

$JD-SW(09618.HK)JD.com is trading close to historic lows and below many estimates of its intrinsic value. As of February 2026, the stock has a trailing P/E of about 7. For long-term value investors, it provides a dividend yield exceeding 3.75% and benefits from a best-in-class logistics network in China that supports a strong, defensible moat.At current prices, the market seems to be assuming no future growth. An outlook that may be overly pessimistic given the company’s continued revenue expansion. I am holding with strong conviction. Are you?

JD-SWR

JD HK SDR 10to1

$JD-SW(09618.HK)I view JD.com as an attractive investment given its strong balance sheet and aggressive shareholder returns.The company’s conservative financial structure is highlighted by a cash-to-equity ratio of 0.65 and a low debt-to-equity ratio of 26.5%. It provides meaningful downside protection, balance sheet flexibility, and resilience across economic cycles. Its investment-grade credit rating from S&amp;P further reinforces its financial strength.JD.com is also actively returning capital to shareholders through a $5.0 billion share repurchase program running through August 2027, signaling strong confidence in intrinsic value.At a price-to-earnings multiple of around 7, the stock appears deeply undervalued, offering a compelling risk-reward profile for long-term value investors.

KC1028

AdmiralY

$JD-SW(09618.HK)$BABA-W(09988.HK)JD.com offers retail and logistics stability, while Alibaba’s diversified retail, cloud, and AI bring higher cyclical growth. I invest in both to capture China’s economic expansion. Are you on the same boat with me?

BABA-WR

Alibaba HK SDR 5to1

Today’s Key News Recap

0109 | Dolphin Research Focus. 🐬 Macro/Industry 1) HKEX announced it will add six stock options effective Jan 19, covering names such as Zijin Gold Intl, Laopu Gold, and Horizon Robotics.The additions broaden derivatives choices and offer more risk management tools. They should also help lift liquidity in the underlying names.🐬 Single Stock 1) $Taiwan Semiconductor(TSM.US) TSMC reported Dec revenue of NT$335.03bn, down 2.5% MoM but up 20.4% YoY. 2025 YTD revenue rose 31.6% YoY...

HKEX

HKEX-R

Hong Kong Exchanges and Clearing (HKEX)

Apple

Taiwan Semiconductor

Alphabet

Alphabet - C

LAOPU GOLD

Laopu Gld HK SDR 50to1

Direxion Auspice Broad COM

TSM Q4 rev. seen >NT$1 tn; GOOGL integrates Gemini into Gmail | Daily News Recap

0108 | Dolphin Research Focus: 🐬 Macro/Industry 1) The U.S. proposed a consignment sale of ~50 mn bbl of Venezuelan crude, keeping proceeds under U.S. control, while demanding Caracas cut economic ties with China, Russia and others and allow oil cooperation only with the U.S. Beijing strongly condemned the bullying move.In the near term, this could add volatility to energy markets. Over the longer run, it may prompt more countries to guard against unilateralism. 🐬 Single Stocks 1) $XD INC(02400.HK) The global version of 'Xindong Town' went live on Jan 8.It launched alongside a collaboration with the globally known IP 'My Little Pony'...

Town Centre Securities PLC

TowneBank

Chagee

XD INC

BABA to ramp up investment in Taobao Flash Sale; 'Heartfelt Town' Intl server goes live | Daily News Recap

Green dragon 🐲🐲🐲🐲 let's go!!

LazyCat

Dividend Collector

Current rate of return reached top 30% of users
Calculated based on  your Longbridge (Singapore) A/C

Rate Of Return

2025 Reflection:2025 was a strong year where I successfully locked in gains during the bull run. Learning value investing from a YouTuber , Master Leong. My $110 entry into Alibaba stands as my best “value buy” to date. I am holding tight to BYD and JD.com and I strongly believe that they will do well for coming years. Conversely, my crypto investment was a setback. I chased ethereum after hearing a Tom Lee interview and got caught at the top.2026 investment outlook:I will stick to my value investing roots, rebalance my holdings, and hold more cash. Wait for next downturn while focusing is on buying undervalued stocks rather than chasing hype.$BABA-W(09988.HK)$JD-SW(09618.HK)$BYD COMPANY(01211.HK)

BYD COMPANY

Wear new shoes, walk the old pathIt seems to have developed, turned around, and modernized, but once encountering pressure or real constraints, it reverts to the old ways—the practices from the beginning.【Securities Researcher: &#34;Information involving tax assessments for related high-tech companies&#34; only indicates stricter assessments, not a blanket ban】This afternoon, the Hang Seng Tech Index suddenly widened its losses, with the index falling more than 2.5% at one point. Alibaba, Tencent Holdings, JD.com, and Meituan all saw increased declines, and the corresponding call warrants plummeted across the board. At noon, a piece of information about &#34;tax assessments for related high-tech companies&#34; circulated among securities researchers, triggering market volatility. Although this rumor has not yet received official endorsement, the market has already begun pricing it in. However, the market's pricing of such events is often one-time, and the corresponding factors are also variable. If the situation reverses, it will inevitably trigger a major counterattack. A securities researcher said it is only stricter assessments, not a blanket ban.$BABA-W(09988.HK)$TENCENT(00700.HK)$XIAOMI-W(01810.HK)

XI2CSOPHSTECH

ISHARESHSTECH

XL2CSOPHSTECH

Hang Seng TECH ETF I

TENCENT-R

Tencent HK SDR 10to1

MEITUAN-WR

Meituan HK SDR 5to1

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

I've been watching it closely. At this stage, the market is prioritizing profit quality over blind growth chasing,.

andwagon effect～1

Agreed. With sentiment and valuation at low levels, yet fundamentals showing an upward inflection point, this usually presents a solid risk-reward opportunity.

greeeedy options

$JD-SW(09618.HK)Do you have the conviction to buy and hold JD.com for mid term investment?Both Citigroup (花旗银行) and Goldman Sachs (高盛) have issued a “Buy” rating on JD.com’s Hong Kong–listed shares, citing strong Q3 revenue growth and record-high retail margins. Let’s go green dragon 🐉.

CIJDCOM@EC2606A(22516.HK)

JD.com to Hold Earnings Conference Call on 2025 Fiscal Year Results

JD.com to report Q4 and full year 2025 financial results on March 5, 2026.NASDAQ: JD, HKEX: 9618. Released before market opens.

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

JD.com to Report Fourth Quarter and Full Year 2025 Financial Results on March 5, 2026 | JD Stock News