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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

JD Announces 618 Starts May 30, Offers Up to 50% Off and Full AI Integration

JHC Japan City Partners with JD's Jingzao to Launch Over 1,000 Products

JD.com Announces Global First Auction of Simulated Robots on May 22

JD.com Launches 618: Unveils AI Medical Devices, Sets 3-Year Sales Target at 20 Billion

JD Announces AI R&D Investment Growth Over 200%, Jingyan Users Near 80 Million

JD.com 2026 Q1 Earnings: Food Delivery Business Shifts to Asset-Light Model, Losses Narrow Significantly

JD.com and Mastercard Sign Strategic Cooperation Agreement in Beijing

Jingdong Shanghai HQ Construction Site Scaffolding Tilts, Main Structure Unaffected

JD.com and Mastercard Sign Strategic Cooperation Agreement

JD Fresh Seafood Base Unveiled in Weihai, 'Live Delivery' Service Launching for 618

Four Former Executives of Original Jexin Consumer Finance Banned from Banking, Tianjin JD Consumer Finance Warned on Compliance After Rebranding

US Approves Chinese Firms to Buy Nvidia H200; Search Volume Surges on JD.com

Nomura Raises JD.com US Stock Target Price to $41, Maintains Buy Rating

JD.com Launches Apple Product Promotion, iPhone Discount Up to 3,100 RMB

DAH SING SECURITIES MAINTAINS BUY RATING ON JD.COM AND RAISES 2026 EARNINGS FORECAST BY 10%

Barclays Raises JD.com Price Target to $43

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ATRenew reported strong Q1 results with a 32.4% revenue increase to RMB 6.16 billion, driven by direct retail and trade-in services. The company anticipates Q2 revenue growth of 25%-27%. Despite a 12% rally post-results, shares fell 9.76% to $4.53 amid macroeconomic concerns. ATRenew's shift to direct retail has boosted profitability, with non-GAAP operating profit up 70.2%. The company continues to expand its store presence and strategic partnerships, particularly with JD.com.

- ATRenew Inc's shares fell 9.76% on Wednesday after a prior rally following strong first-quarter results, reporting a 32.4% year-on-year revenue increase to RMB 6.16 billion ($903.89 million).  
- The company's shift to direct-to-consumer retail, particularly through its refurbished product strategy, contributed to a 70.2% rise in non-GAAP operating profit, reaching RMB 190 million ($27.88 million).  
- Despite this growth, management's cautious outlook anticipates second-quarter revenues between RMB 6.24 billion and RMB 6.34 billion, citing macroeconomic challenges and increased inventory.

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JD-SW

ATRenew

SPDR S&P Retail ETF

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KraneShares 2x Long JD Daily ETF

JD.com

JD-SWR

ATRenew Reports Strong Q1 Results As Direct Retail, Trade-In Volumes Surge

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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...

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

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JD-SWannounced its 618 shopping festival starting May 30, featuring discounts up to 50% and a new 'Low-price Hot Sale' campaign. The event includes an 'Online RMB2 Store' and upgraded 'Double Compensation for Higher Price' service. JD's European brand Joybuy will also participate, offering extensive logistics support. Additionally, JD plans to enhance AI integration across various sectors, with a 200% increase in AI R&D investment this year, launching AI-driven services during the festival.

- JD-SW announced its 618 shopping festival will start at 8 pm on May 30, featuring discounts up to 50% and new campaigns like "Low-price Hot Sale."  
- The event will include exclusive offers such as an "Online RMB2 Store" and promotions for new products at RMB1.  
- JD is also enhancing its AI capabilities in multiple sectors and increasing its investment in AI by over 200%, with significant applications planned for logistics during the festival.

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JD-SW  Launches 618 "Low-price Hot Sale" Campaign, Fully Upgrades Double Compensation Service

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?

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JD's 618 campaign will officially start at 8pm on May 30 and run until June 21. Eric Qi, Head of Platform Operations, announced continuous auction events during the preheating period, including the world's first simulation robot auction on May 22.

- The press conference for the JD 618 launch in 2026 announced that the campaign starts at 8 PM on May 30 and runs until June 21.  
- Eric Qi of JD-SW highlighted that there will be continuous auction events leading up to the launch, including the world's first simulation robot auction this Friday.  
- As of May 18, JD-SW's short selling was reported at $153.34 million with a ratio of 29.833%.

JD 618 Campaign to Kick Off at 8pm on May 30

S&P Global Ratings warns that JD-SWmay face challenges in sustaining its business improvement due to reduced subsidies and intensified competition in food delivery. Despite a strong start in 1Q26 with a 25% YoY increase in active customers, growth momentum may slow as food delivery subsidies decline. Losses in new businesses narrowed, but significant losses remain. JD-SW aims to improve food delivery unit economics, but competition may lead to increased subsidies during the peak season.

- S&P Global Ratings indicates that JD-SW may face growth challenges in the next one to two quarters due to reduced subsidies and increased food delivery competition.  
- In 1Q26, JD-SW's active customer base grew by 25% YoY, and shopping frequency increased by 37% YoY, although momentum in electronics weakened.  
- The firm expects difficulties in sustaining growth as food delivery subsidies decrease and competition intensifies during the summer peak season, necessitating precise subsidy deployment to control losses.

S&P Global

S&P Global: JD-SW Biz Improvement May Face Obstacles

S&P Global Ratings highlighted potential challenges for JD.com in sustaining growth, noting that while the company's core retail business exceeded expectations in Q1, a reduction in promotional activities could slow growth and user acquisition. Increased competition in the food delivery sector may also pose risks, prompting S&P to recommend more targeted promotions in that area.

CoinLive

S&P Global Ratings Highlights Challenges for JD.com in Maintaining Growth

JD.com has partnered with Mastercard to enhance global payment infrastructure and develop AI-powered commerce tools. This alliance aims to bolster JD.com's international business and digital retail capabilities. Currently trading at $32.01, JD.com is 22% below the analyst price target and is considered undervalued. The stock has seen a 6.2% increase over the past week, but its one-year return is down 1.3%. Investors should monitor the impact of this partnership on JD.com's long-term position in cross-border e-commerce.

- JD.com has partnered with Mastercard to enhance its global payment infrastructure and develop AI-powered commerce tools.  
- This alliance aims to bolster JD.com's international business and digital retail capabilities, as indicated by a recent 6.2% stock price increase over the past week.  
- The partnership may significantly impact JD.com's long-term strategy in cross-border e-commerce and digital payments while highlighting the need to monitor profit margins and execution costs.

Simplywall

Mastercard

JD.com Mastercard Alliance Adds New Angle To Undervalued Stock Story

Nomura has maintained a Buy rating for JD.com, Inc. Class A, setting a price target of HK$159.90. The stock closed at HK$130.10, with an analyst consensus rating of Strong Buy and an average price target of HK$147.92, indicating a 13.70% upside. DBS also reaffirmed a Buy rating with a target of HK$141.00.

- Nomura analyst maintained a Buy rating on JD.com, Inc. Class A and set a price target of HK$ 159.90 on May 14.  
- As of the previous day, JD.com's shares closed at HK$ 130.10, with the analyst consensus reflecting a Strong Buy and an average price target of HK$ 147.92, indicating a 13.70% upside.  
- DBS also reaffirmed a Buy rating with a price target of HK$ 141.00 in a report released on May 13.

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Nomura

Nomura Holdings, Inc.

Nomura Sticks to Its Buy Rating for JD.com, Inc. Class A (9618)

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