JD Logistics Sees Year-on-Year Doubling of Order Volume Processed by Global Overseas Warehouses During 'Black Friday'
Stock Performance: JD Logistics (02618.HK) experienced a slight decline of 0.416% in stock price, with short selling amounting to $16.72 million and a ratio of 20.264%.
Order Volume Growth: The company reported a significant increase in order volume processed by its global overseas warehouses during Black Friday and Cyber Monday, with overall growth doubling year-over-year.
Regional Highlights: Notable increases in order volume included a 60% rise in North America, an 85% increase in Europe, and a remarkable 150% growth in the Asia-Pacific region.
Middle East Expansion: JD Logistics also saw multiple-fold growth in its JoyExpress and overseas warehouse orders in the Middle East, indicating expanding market reach.
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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%.
