---
title: "JD LOGISTICS acquires Dajiang and Dasheng, Nomura is optimistic about its delivery capabilities and profit improvement"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/260544377.md"
description: "Nomura Securities analysts Rachel Guo and Jialong Shi stated that JD LOGISTICS' acquisition of the instant delivery business units Dajiang and Dasheng is likely to optimize the group's internal delivery resources and enhance its delivery capabilities. JD LOGISTICS agreed to acquire 100% equity of these two subsidiaries from its parent company JD Group. Analysts believe that the valuation is not high and pointed out that JD LOGISTICS has a strong net cash position to fund this acquisition. Management expects this acquisition to increase monthly revenue by more than 10%. Since both target companies operate in the instant commerce sector, this transaction should enrich JD LOGISTICS' product portfolio and enhance its competitiveness. Nomura Securities expects that, in the long run, there will be stronger profit contributions and synergies between the express delivery business and the instant delivery business. Nomura Securities maintains a \"Buy\" rating on JD LOGISTICS, with a target price of HKD 17.00"
datetime: "2025-10-10T02:54:07.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/260544377.md)
  - [en](https://longbridge.com/en/news/260544377.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/260544377.md)
---

> 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/260544377.md) | [English](https://longbridge.com/en/news/260544377.md)


# JD LOGISTICS acquires Dajiang and Dasheng, Nomura is optimistic about its delivery capabilities and profit improvement

On October 10th, Jin10 Data reported that analysts Rachel Guo and Jialong Shi from Nomura Securities stated that JD Logistics' acquisition of the instant delivery business units Dajiang and Dasheng is likely to optimize the group's internal delivery resources and enhance its delivery capabilities. JD Logistics agreed to acquire 100% equity of these two subsidiaries from its parent company, JD Group. Analysts believe that the valuation is not high and pointed out that JD Logistics has a strong net cash position to fund this acquisition. Management expects this acquisition to increase monthly revenue by more than 10%. Since both target companies operate in the instant commerce sector, this transaction should enrich JD Logistics' product portfolio and enhance its competitiveness. Nomura Securities expects that, in the long run, there will be stronger profit contributions and synergies between the express delivery business and the instant delivery business. Nomura Securities maintains a "Buy" rating on JD Logistics, with a target price of HKD 17.00

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