JPJDCOM@EC2611A

JD.com Announces 5-Year Plan to Train 100,000 Engineers for New Quality Productive Forces

JD Health Launches Industry's First 'Healthy Gold Selection' System to Reshape Nutrition Industry Trust

JD.com Plans to Acquire UK's Very Group for £2 Billion, Analyzing Joybuy's European Challenges and Opportunities

JD Waimai Launches 'Visible Dining Room' Initiative, Releases Industry-Strict Dining Standards

JD Launches Nirvana Project with 80 Bases to Train Blue-Collar Workers and Secure Jobs

Liu Qiangdong: JD to become largest physical world operator, top employer in China

EU to Launch Probe into JD.com's Acquisition of Ceconomy

JD Launches Fresh Food Standards and Origin Buyout Program, Expected Scale Over 2 Billion Yuan

JD Pinduogou Renamed JD Discount Supermarket, Teams Integrate Supply Chain

Alibaba, Meituan, JD Rumored to Bid for Pupu Supermarket; JD Denies Contact

JD Group and SANY Group Sign Strategic Cooperation Agreement to Deepen Multi-Field Collaboration

JD.com Considers Acquiring UK Retailer The Very Group for £2 Billion

JD Launches Nation's First Embodied AI Data Collection Community in Suqian

JD.com Considers Acquiring UK E-commerce Very Group

Taobao HK Launches 618 Event, Tmall Supermarket 'Next Day Delivery' Service Goes Live

JD.com Announces 618 Sale Launch and AI Digital Human Gala

JD Announces Operation of National First Embodied AI Data Collection Community in Suqian

JD Industrial Development Signs Strategic Cooperation Agreement with Songmics to Build Overseas Warehouse Ecosystem

JD.com Q1 Earnings: Revenue Up 4.9%, Net Profit Down 53% as New Business Segment Suffers Massive Losses

Suqian New Momentum Equity Investment Fund Officially Established on May 19 with 1 Billion RMB Capital

JOLIMARK

TIMES UNI GP

APEX ACE HLDG

VPOWER GROUP

GW TIANDI

FUJING HOLDINGS

TEAMWAY INTL GP

SFSY NEW MAT

FDB HOLDINGS

KEEN OCEAN

MPNGY

09618

03690

Beijing and Shanghai have launched a joint administrative guidance initiative for food delivery platforms, establishing a framework for food safety governance. The agreement includes measures for data sharing, risk control, and coordinated law enforcement. Key platforms like Meituan and JD Food Delivery are urged to enhance food safety responsibilities. The regulators aim to strengthen oversight and address illegal activities in the online catering sector, with new regulations taking effect on June 1.

- The Beijing Municipal Administration for Market Regulation and Shanghai's regulators signed a cooperation agreement to enhance food safety in third-party online catering.  
- This collaboration includes data sharing, risk control, and joint enforcement measures, promoting a dual-track system for food safety compliance.  
- A joint meeting with major food delivery platforms was held to emphasize the implementation of new regulations, ensuring platforms uphold their food safety responsibilities effectively.

AASTOCKS News

Meituan

JD-SW

MEITUAN

JD.com

MEITUAN-WR

Meituan HK SDR 5to1

JD-SWR

Beijing and Shanghai Jointly Launch Administrative Guidance on Three Major Food Delivery Platforms for the First Time

JD.com founder Liu Qiangdong pledged to protect the company's 900,000 employees from job losses due to automation, stating that the firm will not fire any front-line workers replaced by machines. He emphasized the importance of safeguarding employment amid China's push for AI adoption, which poses challenges for labor market stability. JD.com is also investing in retraining programs for workers to adapt to new technologies, following recent legal rulings that prevent companies from terminating employees solely for AI implementation.

- JD.com founder Liu Qiangdong pledged to protect jobs amidst increasing automation fears.  
- He stated that the company will not lay off any front-line workers replaced by machines, committing to safeguard employment for its 900,000 employees.  
- This comes in the context of China’s broader push for AI adoption while maintaining labor market stability amid economic challenges.

Businesstimes News

KraneShares 2x Long JD Daily ETF

JD.com founder vows to protect Chinese jobs from AI and robots

Anycubic has launched the Kobra X on Joybuy, JD.com's European platform, available in the UK, Germany, France, and the Netherlands. Priced at £259 in the UK and €279 in Europe, it includes a complimentary four-colour filament set. The Kobra X features a second-generation printhead for efficient multicolour printing. The promotion is live now, supported by JD.com's fast delivery service across major European cities.

- Anycubic has launched the Kobra X on Joybuy, targeting customers in the UK, Germany, France, and the Netherlands, priced at £259 and €279.  
- This second-generation printer features a four-channel printhead that reduces color-switching time and filament waste, making it suitable for multicolour printing.  
- Supported by JD.com's delivery services, the Kobra X is accessible to over 40 million European consumers, promoting quick shipping across major cities.

prnewswire

03:45 ETAnycubic Kobra X Now Available on Joybuy Across Four European Markets

02618

06618

ONLN

EBIZ

JD-SWshares fell 2.45% to HKD115.7 amid reports that the European Commission will launch an in-depth investigation into its proposed EUR2.2 billion acquisition of Ceconomy. The probe will assess potential unfair subsidies under the EU Foreign Subsidies Regulation, allowing the Commission to block companies with foreign government subsidies from M&A activities.

- The European Commission is set to announce an in-depth investigation into JD-SW's proposed EUR 2.2 billion acquisition of Ceconomy.  
- This investigation aims to determine if the transaction involves unfair subsidies, based on the EU Foreign Subsidies Regulation.  
- JD-SW's stock fell 2.45% during trading, closing at HKD 115.7 with significant short selling activity reported.

JD LOGISTICS

JD HEALTH

ProShares Online Retail

Global X E-commerce ETF

JD-SW  Falls 2.45% at Midday; EU Reportedly to Launch Probe into Acquisition of Germany's Ceconomy

JD.com shares fell as the EU plans to investigate its €2.2 billion bid for Ceconomy, citing concerns over foreign subsidies and data security. This marks a significant move by the EU against Chinese acquisitions, reflecting growing scrutiny of China's influence in critical sectors. The decision is expected to be announced soon, coinciding with discussions on the EU's approach to China.

- Shares in JD.com fell amid reports of an impending EU investigation into its €2.2 billion bid for Ceconomy.  
- This marks the first detailed probe under the EU's foreign subsidies rules, signaling a tougher stance on Chinese acquisitions due to concerns over data security and state influence.  
- The investigation coincides with growing EU debates on its approach toward China, as JD.com seeks international expansion in response to domestic market competition.

Tip Ranks

Bilibili

BILIBILI-W

JD.com Stock (JD) Plunges as EU Threatens to Get Tough on €2.2B Ceconomy Deal

03692

89618

02423

BEKE

06160

688235

HJDD

01810

81810

HXXD

XIACY

HERO

01519

09896

MNSO

01024

81024

HKUD

0526 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The US and Iran reached a framework for an MoU; Iran would reopen the Strait of Hormuz within 30 days of signing, the US would unfreeze $12bn of Iranian assets, and both sides would implement a ceasefire.This would significantly ease near-term Middle East tensions and stabilize the global energy supply chain (about 30% of crude flows through the strait). It supports a pullback in oil and a rebound in energy stocks.However, the arrangement is temporary and does not address core issues such as Iran's nuclear program. Longer-term execution remains uncertain.2) Hang Seng Indexes Company announced the results of its regular quarterly index rebalancing. ...

BEKE rolls out HK buyback shield; Xiaomi faces earnings test tonight | Daily News Recap

BABA-W, MEITUAN-W, and JD-SW are reportedly competing to acquire Pupu Supermarket, valued between USD2 billion and USD5 billion. BABA-W has sent an audit team, while JD-SW's Xu Xin is involved in negotiations. MEITUAN-W is increasing its bid. However, JD-SW has denied any plans or contact with Pupu Supermarket. No responses have been received from BABA-W and MEITUAN-W regarding inquiries.

- BABA-W, MEITUAN-W, and JD-SW are reportedly competing to acquire Pupu Supermarket, valued between USD 2 billion and USD 5 billion.  
- BABA-W has sent an audit team, while JD-SW's Xu Xin is allegedly involved in negotiations, and MEITUAN-W is increasing its offer.  
- JD-SW has denied any plans or contact regarding the acquisition, and BABA-W and MEITUAN-W have not yet commented.

BABA-W

Alibaba

BABA-WR

Alibaba HK SDR 5to1

BABA-W, MEITUAN-W, JD-SW Reportedly Wrestling for Pupu Supermarket

Master Leong from YouTube also recommended this stock.

Freezy

Ranks in the top 50% of account holders by rate of return
Calculated based on your Longbridge (Singapore) A/C

Rate Of Return

📈 Share your trades, earn SGD $2 per post! 
How to join: post your P/L + 20-word insight in English
Learn, connect, and cash in! 🚀

📈 Share your trades, earn SGD $2 per post! How to join: post your P/L + 20-word insight in English Learn, connect, and cash in! 🚀

Trade Showcase

$JD.com(JD.US)💎Doubling Down on JD.com I just picked up another 50 shares of JD.com at HKD 113.10, bringing my total position to 250 shares.Here is why I am accumulating:Deep Value: At this price, JD is trading at a heavily depressed forward P/E of just 9.9x. That is incredibly cheap for a logistics and e-commerce powerhouse.  Peer Advantage: JD looks highly mispriced compared to its peers. Alibaba sits closer to 19x forward P/E and global giants like Amazon trade at nearly 29x.With solid revenue fundamentals, a stable buyback program and a massive valuation discount relative to its competitors, I find current pullback is like an optimal risk to reward opportunity.Buy when others are fearful 😆.

JD HK SDR 10to1

Amazon

If Hormuz supply risks ease materially, markets may rotate into lower energy-input beneficiaries such as airlines, chemicals, logistics and consumer sectors, while crude volatility and oil-linked equities could soften. However, positioning still depends on OPEC responses and broader geopolitical durability.PDD’s revenue mix shift suggests Chinese e-commerce platforms are increasingly monetising fulfilment, logistics and transaction ecosystems over advertising alone, potentially pressuring peers like Alibaba Group and JD.com to deepen integrated commerce and merchant-service strategies.

🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat &amp; earn Task Coins!

Snowflake

NVIDIA

Meta Platforms

Wilmar

☕️ [Task Coins Giveaway] Daily Market Talk

ngl this structural shift from ad-heavy to transaction-heavy revenue is actually huge. The 22% operating profit jump against 11% revenue growth shows they're getting more efficient as real commerce volume scales, not just burning ad dollars 🧠

Moose_

Something happened in PDD Holdings' Q1 2026 results that hadn't happened once in the company's entire history.For the first time, the money PDD earns from completed transactions surpassed the money it...

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

PDD Just Crossed a Line That Changes Everything About Chinese E-Commerce

Today’s Key News Recap

HANSOH PHARMA

BEKE-W

Beigene

BEONE MEDICINES

BeOne Medicines

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Global X Video Games & Esports ETF

J&T EXPRESS-W

Miniso

KUAISHOU-W

KUAISHOU-WR

Kuaishou HK SDR 5to1

Hang Seng Index

Featured

Don't let temporary drawdowns shake your confidence. Trade only what you know, and focus on what you understand. Stick to your logic, and let the market noise pass. You got this!

Khar Khuen

Intel Return Rate

Ranks in the top 30% of account holders by total assets
Calculated based on your Longbridge (Singapore) A/C

Total Assets

You mentioned averaging down on BYD and Bilibili this week, but with BYD already at 30.48% of your portfolio, aren't you just amplifying your concentration risk instead of managing it? 🤔

orange

Wah, that Bilibili drop hit hard sia! 😅 But at least your retail stocks are keeping you afloat lah

Aurelius

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5
⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: https://longbridge.com/topics/100000000601111?channel=WHAB0001

Welcome to the Earnings Season Portfolio Check‑up Challenge!Once a week, you’ll sit down, review your holdings, analyse what earnings mean for you, and plan your next move.No daily pressure. Just 6 posts in 6 weeks. And yes – there are cash coupon prizes💰✨📅 Event period: Apr 23 – June 3, 2026✅ How to join: Post with【Week 1 – Your Headline】+ #My Portfolio Health Check, 30+ words on your earnings‑season thoughts + holdings screenshot🎁 Rewards: 6 weeks → SGD 20 | 5 weeks → SGD 10 | 4 weeks → SGD 5 ⭐️ Every week's “Best Health Check‑up” get an extra SGD 5 cash voucher!🚀 Start your portfolio check up now!🔎 More details: <a href="https://longbridge.com/topics/100000000601111?channel=WHAB0001">https://longbridge.com/topics/100000000601111?channel=WHAB0001</a>

My Portfolio Health Check

[Week 5] Portfolio Health Check: Riding the Volatility Wave 🌊1️⃣ Current HoldingsI continued to adjust my weightings and leaning further into my high-conviction plays. My sector distributions are:🟢 Automobiles: 30.48% (BYD)🟢 Interactive Media &amp; Services: 22.82% (Tencent &amp; Bilibili)🟢 Broadline Retail: 23.64% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.11% (Xiaomi)BYD is my largest single position at over 30% now. This reflect my increased commitment to the EV leader despite recent market swings.2️⃣ Earnings WatchThe heavy lifting of earnings season is almost done! Xiao Mi will be the last one for me to watch. This is the big one left, 26 May 2026. I am eager to see how the market reacts to their latest smartphone shipments and EV progress. Bilibili just reported and I am disappointed with the share price reaction😣.3️⃣ Portfolio ReactionIt has been a tough week as the sea of red returns. Most of my holdings are facing a pullback:• Alibaba (+14.54%) and JD.com (+5.43%) remain in the green.• Bilibili (-17.04%) and BYD (-9.84%) took the hardest hits this week.• Tencent (-4.70%) and Xiaomi (-5.57%) are also under pressure.Overall, the portfolio is being tested by market-wide volatility but my core “Retail” anchors are keeping the ship afloat.😁4️⃣ Next PlanPatience is key. I added BYD and Bilibili this week, “averaging down” on positions. I strongly believe in for the long haul. My next move is to hold steady through the Xiaomi earnings. I am pausing any further buying for now to maintain a healthy cash buffer in case the market dip deepens.🤣5️⃣ Risk CheckConcentration in BYD has crept back up to 30.48%, which I need to monitor closely. My top two holdings (BYD &amp; Tencent) now make up 51.46% of the portfolio. I admitted that I am better diversified than in Week 3, the heavy HK/China tech exposure remains my primary risk.Staying disciplined and looking past the short-term noise! 😌

BOYD Gaming

TENCENT

Tencent Holdings Limited

TENCENT-R

Tencent

Tencent HK SDR 10to1

BYD COMPANY

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

0519 | Dolphin Research Focus: 🐬 Macro/Industry 1) Trump announced on social media that, at the request of leaders of Qatar, Saudi Arabia and the UAE, the planned strike on Iran set for the 19th has been postponed. He said the US and Iran are in 'serious talks', while the three Gulf states fear an escalation could hit their own energy infrastructure. He also stressed that US forces remain on alert, warning that if talks collapse, a full-scale offensive would follow.This move keeps a window open for diplomacy while applying military pressure on Tehran. In the near term, it eases risks around Middle East oil prices and shipping, supporting global energy markets and risk appetite. Over the longer run, US-Iran rifts are unlikely to be resolved...

OpenAI

Destiny Tech100

BIDU-SW

BIDU-SWR

Baidu HK SDR 10to1

Baidu

HESAI-W

Hesai

Oracle

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

JD 618 Kicks Off Low-Price Deals; Tencent Speeds Up AI Monetization | Daily News Recap

Hot topic

As Dolphin Research had warned, consumption pressure in Q2 is significant, and April data confirmed a clear slowdown. Retail sales came in notably weaker.Overall retail sales rose just 0.2% YoY. Our estimate for online physical goods is also 0.2% YoY, marking the weakest month since 2022.However, this poor print was not a surprise. After the Feb. peak season, retail momentum had already faded in Mar.Mar–Jun last year was when state subsidies were most supportive. Leading local players such as JD have guided that Q2 e-commerce growth will deteriorate vs. Q1...

China Apr retail sales: Q2 under pressure?

Hi Fattycat! I personally don't invest in US market hence no comments on Bilibili. Congratulations and very nice job of locking in your profits for JD! The rest of your HK stocks are made up of very strong (and cash-rich) companies, I am equally confident that these companies will perform very well in the mid to long term :)

KopiPeng

[Week 4] Portfolio Health Check: Post-Earnings Rebalancing 📈🔄1️⃣ Current HoldingsI have made some major moves this week to rebalance my exposure. My sector distributions have shifted significantly:🟢 Automobiles: 26.44% (BYD)🟢 Interactive Media &amp; Services: 22.10% (Tencent &amp; Bilibili)🟢 Broadline Retail: 24.06% (Alibaba &amp; JD)🟢 Tech Hardware &amp; Peripherals: 17.09% (Xiaomi)My largest conviction has shifted to BYD (26.44%), followed by my new entry, Tencent (20.66%). I have also increased my US stake in Bilibili.😁2️⃣ Earnings WatchAfter the JD and Alibaba reports, my focus now shifts to the tail end of the month:🟢 Bilibili: 19 May 2026 (Tuesday)🟢 Xiaomi: 26 May 2026 (Tuesday)I will be watching to see if Xiaomi’s hardware margins and Bilibili’s user monetisation can beat market expectations.3️⃣ Portfolio ReactionI followed through on my plan to lock in profits! I trimmed JD significantly (from 800 to 200 shares) and its current P/L has jumped to +12.70% following a positive earnings reaction. Alibaba remains my strongest anchor at +24.37%.Newcomer Tencent is currently flat (-0.64%) while BYD (-4.74%) and Bilibili (-8.05%) are facing some short-term pressure.4️⃣ Next PlanWith the capital freed up from the JD sale, I have established a position in Tencent and added to BYD. My next move is to wait for the Xiaomi and Bilibili earnings before making further adjustments. I am keeping my cash reserves flexible for any “buy the dip” opportunities in the HK tech sector. 5️⃣ Risk CheckMy concentration risk has improved! My top two holdings now represent 47.1% of my portfolio (down from 66%+ last week). I acknowledged that I am still heavily invested in Hong Kong market however adding Tencent provides a more stable, cash-flow-rich pillar to my strategy. Progressing toward a more balanced “All-Weather” setup! ⚖️

$JD-SW(09618.HK)My journey with JD has been filled with ups and downs. I first bought the shares during the food delivery war, starting with 50 shares at HKD 125.8, and continued to DCA along the way, lowering my average cost to HKD 115.43 with 800 shares. Even when JD.com fell to HKD 95, I stayed invested because I strongly believed in JD’s fundamentals.This week, I decided to sell 600 shares to lock in gains following the earnings announcement. One important reason was to reduce my portfolio concentration risk .I continue to hold the remaining shares with conviction. I strongly believe in JD’s long-term growth potential. This approach allows me to secure part of the profits while remaining invested for future upside.Stay committed and ride the green dragon.

Financial Analysis

Below is Dolphin Research's recap of $JD.com(JD.US) FY26 Q1 earnings call. For our earnings take, see 'State subsidies fading, JD's earnings power intact'.I. Core financial highlights review1) Shareholder returns: In Q1, JD repurchased approx. 44.5 mn ordinary shares (equivalent to 22.3 mn ADS) for $631 mn, about 1.6% of shares outstanding. Remaining buyback authorization stands at $1.4 bn through Aug 2027. For 2025, the cash dividend is $1 per ADS (~$1.4 bn)...

JD (Trans): Q2 3C & Appliances Under Greater Pressure; Margins Set to Improve Further

JPJDCOM@EC2611A(29718.HK)

Beijing and Shanghai Jointly Launch Administrative Guidance on Three Major Food Delivery Platforms for the First Time

JD.com founder vows to protect Chinese jobs from AI and robots

03:45 ETAnycubic Kobra X Now Available on Joybuy Across Four European Markets

JD-SW Falls 2.45% at Midday; EU Reportedly to Launch Probe into Acquisition of Germany's Ceconomy

JD.com Stock (JD) Plunges as EU Threatens to Get Tough on €2.2B Ceconomy Deal