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SWHY: Initiates a Buy rating for JD.com Logistics as integrated supply chain expansion opportunities arise.
SWHY released a research report stating that it initiates coverage of JD.com Logistics (02618) with a "Buy" rating. S.F. Holding has significant profits from its core business in timely delivery with high barriers, while JD.com Logistics's integrated supply chain business is also scarce and its high-quality services have earned a good brand premium, making its industry reputation and brand comparable to S.F. Holding. Therefore, the company's integrated supply chain business has also formed a high moat, achieving strong customer loyalty and timeliness at a high industry level. Additionally, JD.com Logistics's new business is similar to S.F. Holding's new business, giving the two companies strong comparability. SWHY's main viewpoints are as follows: JD.com Logistics is
JD.com Logistics (02618.HK): In a great era of logistics, integrated supply chains welcome expansion opportunities.
JD.com Logistics is a leading integrated supply chain logistics service provider in the country, achieving the transformation from enterprise logistics to logistics enterprise. JD.com Logistics is the integrated supply chain service provider cultivated by JD.com Group, fully enjoying the resources of JD.com Group such as business flow, data, and real estate.
JD.com Supermarket has partnered with Anji Seafood to launch Pre-Cooked Food products.
JD.com's premium food brand "Jingjifang" has announced a strategic partnership with Anji Hawei to jointly develop Pre-Cooked Food products, launching the "Eight-Spiced Eight Abalone Buddha Jumps Over the Wall Pan Dish" for the first time, which will be sold to consumers nationwide on the JD.com-SW (09618.HK) platform. It will be directly shipped from JD.com's Cold Chain warehouses in mainland China with full cold chain transportation. Anji has also established a "Hong Kong Anji Hawei Flagship Store" on JD.com, selling the same prices to Hong Kong users, delivered by JD Logistics (02618.HK) via JD Express, with same-day delivery available at the fastest. JD Retail's Pre-Cooked Food business general manager Qiu Jun stated that both parties will collaborate on product development in the future.
JD Logistics Dévoile Sa Feuille De Route De Développement Commercial International Pour Une Livraison En Deux Ou Trois Jours Sur Des Dizaines De Marchés En 2025
JD Logistics Presenta Una Hoja De Ruta De Desarrollo Comercial Internacional Para La Entrega En 2-3 Días
JD.com Logistics is working with multiple Airlines to enhance domestic belly hold cooperation to help deliver fresh produce quickly across the country.
Recently, JD.com Logistics has successively reached cooperation agreements with several airlines' marketing departments, including China Southern Airlines Logistics, ShanDong Airlines, Xiamen Airlines, and Hainan Airlines Cargo, continuously deepening the long-term stable cooperation of domestic flight cargo hold resources. This collaboration leverages each other's advantages in timely flights, expedited cargo, and air-land transportation, further consolidating the foundational capabilities of the "JD.com Express" product and providing more efficient and reliable logistics services for consumers, merchants, and farmers. The deep implementation of this series of foundational resource cooperation effectively supports the acceleration of JD.com Logistics' timeliness and strengthens the construction of the express delivery network capabilities. By the end of March 2024, after renaming the product to "JD.com Express."
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