JD-SW Sees 150% Surge in Robot Order Volume
JD-SW Performance: JD-SW (09618.HK) experienced a decline of 1.511% with significant short selling activity amounting to $123.42M and a ratio of 36.227%.
Surge in Robot Demand: Following the Spring Festival Gala, search volume for robots on JD's platform increased by over 300%, leading to a 460% rise in customer inquiries and a 150% increase in order volume from over 100 cities across China.
JD Logistics Response: JD Logistics (02618.HK) reported a 1.065% drop in stock price and noted a rise in demand for after-sales services due to increased robot consumption, prompting the establishment of a comprehensive repair and maintenance service system in 10 major cities.
Citi's Forecast Adjustment: Citi has lowered JD-SW's 4Q25 adjusted net profit forecast by over 66% due to a lack of short-term catalysts.
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JD-SW Sees 150% Surge in Robot Order Volume
JD-SW Performance: JD-SW (09618.HK) experienced a decline of 1.511% with significant short selling activity amounting to $123.42M and a ratio of 36.227%.
Surge in Robot Demand: Following the Spring Festival Gala, search volume for robots on JD's platform increased by over 300%, leading to a 460% rise in customer inquiries and a 150% increase in order volume from over 100 cities across China.
JD Logistics Response: JD Logistics (02618.HK) reported a 1.065% drop in stock price and noted a rise in demand for after-sales services due to increased robot consumption, prompting the establishment of a comprehensive repair and maintenance service system in 10 major cities.
Citi's Forecast Adjustment: Citi has lowered JD-SW's 4Q25 adjusted net profit forecast by over 66% due to a lack of short-term catalysts.
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.
JD-SW Sees 150% Surge in Robot Order Volume
JD-SW Performance: JD-SW (09618.HK) experienced a decline of 1.511% with significant short selling activity amounting to $123.42M and a ratio of 36.227%.
Surge in Robot Demand: Following the Spring Festival Gala, search volume for robots on JD's platform increased by over 300%, leading to a 460% rise in customer inquiries and a 150% increase in order volume from over 100 cities across China.
JD Logistics Response: JD Logistics (02618.HK) reported a 1.065% drop in stock price and noted a rise in demand for after-sales services due to increased robot consumption, prompting the establishment of a comprehensive repair and maintenance service system in 10 major cities.
Citi's Forecast Adjustment: Citi has lowered JD-SW's 4Q25 adjusted net profit forecast by over 66% due to a lack of short-term catalysts.
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.
