JD HEALTH Collaborates with HK JEBN for Direct Delivery of Instant Bird's Nest Products from Bonded Warehouse
Collaboration Announcement: JD HEALTH has announced a deepened collaboration with HK JEBN, a traditional nourishing food brand in Hong Kong, to enhance product offerings.
Logistics Improvement: By pre-positioning ready-to-eat bird's nest products in JD LOGISTICS' Chongqing bonded warehouse, delivery times are expected to improve by 100%, allowing for same-day delivery to consumers.
Efficiency Gains: The collaboration is projected to significantly enhance delivery efficiency and reduce product refund rates by 30%, addressing potential issues in cross-border transportation.
Flagship Store Launch: HK JEBN is set to open an official flagship store on JD-SW's platform in 2024 and will join JD HEALTH's self-operated system in July 2025.
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JD Logistics Collaborates with 11Street to Connect South Korean Merchants with Chinese Consumers
Strategic Partnership: JD LOGISTICS has signed a memorandum of understanding with South Korean e-commerce platform 11Street to facilitate the introduction of 11Street's products to the Chinese market, with a launch expected in the first half of 2026.
Logistics and Onboarding Support: The partnership will streamline the onboarding and customs clearance processes for 11Street merchants, while JD LOGISTICS will manage logistics operations, including warehousing and last-mile delivery.
JD Airlines Introduces International Cargo Service from Wuhan to Bangkok
JD Airlines Launch: JD Logistics' subsidiary, JD Airlines, has initiated a regular international cargo route connecting Wuhan and Bangkok.
First Flight Details: The inaugural flight, utilizing a B737-800BCF freighter, departed from Wuhan Tianhe International Airport carrying cross-border e-commerce parcels and high-value electronic products.
JD Airlines Launches Air Cargo Service for Beef and Mutton from Qinghai
Company Announcement: JD Logistics' subsidiary, JD Airlines, has launched a dedicated air cargo route for transporting beef and mutton from Xining, Qinghai Province.
Logistics Improvement: This new route aims to enhance the efficiency and freshness of beef and mutton distribution from Northwest China to major consumption areas across the country.
JD Logistics Launches Warehouse in Weifang with Over 20,000 Daily Outbound Orders
New Warehouse Opening: JD LOGISTICS has opened a new logistics warehouse in Changle County, Weifang, Shandong Province, covering over 14,000 square meters.
Operational Capacity: The warehouse can store nearly 100,000 SKU products and is capable of processing more than 20,000 outbound orders daily.
HSI Declines by 27 Points; TRIP.COM-S Drops 15%; Logistics Stocks Perform Well
US Market Performance: US bank stocks were weak, with the DJIA dropping 42 points, while Hong Kong's stock market also opened lower, reflecting a slight decline across major indices.
Alibaba's AI Launch: Alibaba's Qianwen platform is set to introduce an "AI life assistant" that simplifies ordering takeout and finding restaurants through single-sentence commands.
TRIP.COM Investigation: TRIP.COM is under investigation for suspected monopolistic practices, leading to a significant drop in its stock price, with its ADR falling 17% overnight.
Strategic Partnerships in Logistics: J&T Express and SF Holding have entered a strategic cross-shareholding agreement worth HK$8.3 billion, resulting in positive stock performance for both companies.
BofAS Lowers JD LOGISTICS Target Price to HKD15, Anticipates 4% Decline in Non-IFRS Net Profit Last Year
Profit Forecast: BofA Securities predicts JD LOGISTICS' 4Q25 non-IFRS net profit to grow by 1% YoY to RMB2.254 billion, but expects a 4% YoY decline for the entire year of 2025, falling short of previous growth guidance.
Market Challenges: The report cites profit margin pressure in 4Q25 due to increased competition in the less-than-truckload transportation market and one-time losses.
Target Price Adjustment: BofA Securities has lowered its target price for JD LOGISTICS from HKD16 to HKD15 while maintaining a Buy rating, highlighting the company's attractive valuation.
Short Selling Data: As of January 6, 2026, JD LOGISTICS has reported short selling of $11.68 million with a ratio of 23.423%.
JD Logistics Collaborates with 11Street to Connect South Korean Merchants with Chinese Consumers
Strategic Partnership: JD LOGISTICS has signed a memorandum of understanding with South Korean e-commerce platform 11Street to facilitate the introduction of 11Street's products to the Chinese market, with a launch expected in the first half of 2026.
Logistics and Onboarding Support: The partnership will streamline the onboarding and customs clearance processes for 11Street merchants, while JD LOGISTICS will manage logistics operations, including warehousing and last-mile delivery.
JD Airlines Introduces International Cargo Service from Wuhan to Bangkok
JD Airlines Launch: JD Logistics' subsidiary, JD Airlines, has initiated a regular international cargo route connecting Wuhan and Bangkok.
First Flight Details: The inaugural flight, utilizing a B737-800BCF freighter, departed from Wuhan Tianhe International Airport carrying cross-border e-commerce parcels and high-value electronic products.
JD Airlines Launches Air Cargo Service for Beef and Mutton from Qinghai
Company Announcement: JD Logistics' subsidiary, JD Airlines, has launched a dedicated air cargo route for transporting beef and mutton from Xining, Qinghai Province.
Logistics Improvement: This new route aims to enhance the efficiency and freshness of beef and mutton distribution from Northwest China to major consumption areas across the country.
JD Logistics Launches Warehouse in Weifang with Over 20,000 Daily Outbound Orders
New Warehouse Opening: JD LOGISTICS has opened a new logistics warehouse in Changle County, Weifang, Shandong Province, covering over 14,000 square meters.
Operational Capacity: The warehouse can store nearly 100,000 SKU products and is capable of processing more than 20,000 outbound orders daily.
HSI Declines by 27 Points; TRIP.COM-S Drops 15%; Logistics Stocks Perform Well
US Market Performance: US bank stocks were weak, with the DJIA dropping 42 points, while Hong Kong's stock market also opened lower, reflecting a slight decline across major indices.
Alibaba's AI Launch: Alibaba's Qianwen platform is set to introduce an "AI life assistant" that simplifies ordering takeout and finding restaurants through single-sentence commands.
TRIP.COM Investigation: TRIP.COM is under investigation for suspected monopolistic practices, leading to a significant drop in its stock price, with its ADR falling 17% overnight.
Strategic Partnerships in Logistics: J&T Express and SF Holding have entered a strategic cross-shareholding agreement worth HK$8.3 billion, resulting in positive stock performance for both companies.
BofAS Lowers JD LOGISTICS Target Price to HKD15, Anticipates 4% Decline in Non-IFRS Net Profit Last Year
Profit Forecast: BofA Securities predicts JD LOGISTICS' 4Q25 non-IFRS net profit to grow by 1% YoY to RMB2.254 billion, but expects a 4% YoY decline for the entire year of 2025, falling short of previous growth guidance.
Market Challenges: The report cites profit margin pressure in 4Q25 due to increased competition in the less-than-truckload transportation market and one-time losses.
Target Price Adjustment: BofA Securities has lowered its target price for JD LOGISTICS from HKD16 to HKD15 while maintaining a Buy rating, highlighting the company's attractive valuation.
Short Selling Data: As of January 6, 2026, JD LOGISTICS has reported short selling of $11.68 million with a ratio of 23.423%.
