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JD.com Newsroom
Express News | The "worry-free price" is not worry-free, and the battle of instant retail is reignited.
JD.com Group - SW (09618.HK): Continuous expansion of categories, improvement in profit structure.
jd.com released its 2024Q3 financial performance report. In 2024Q3, jd.com recorded a revenue of 260.4 billion yuan, a year-on-year growth of 5.1%. From a group composition perspective, jd.com's retail/logistics/new business recorded revenues of 2250/44 billion yuan respectively.
Huaxi Securities: Maintains a "buy" rating for Bosideng. Sunscreen clothing, lightweight down jackets, and other new product categories have significantly increased store performance.
Huaxi released a research report stating that it maintains a "buy" rating for Bosideng (03998), analyzing that its future potential lies in: In the short term, the national temperature in November is relatively high, and there are concerns that this year's warm winter will affect the sales of down clothing. However, it can be observed that recent temperatures have drastically decreased, and the company has maintained a low initial order ratio in recent years. After the subsequent temperature drop, dealers can place rolling orders based on sales performance, allowing for timely and flexible replenishment through pull replenishment and quick response to small orders, etc. In the mid-term, the company continues to launch upgraded sunscreen clothing, lightweight down jackets, and innovative three-in-one jackets and goose down jackets, with ongoing innovation in new products, focusing on being.
According to reports, the chairman of Dada (DADA.US) has taken over the management of the jd.com express delivery business.
According to internal media reports, Guo Qing, chairman of jd.com (09618.HK) (JD.US) subsidiary dada nexus (DADA.US), has recently officially taken over the management of jd.com's instant delivery business. The former head of this business, Li Changming, general manager of jd.com Daojia, has been reassigned to the newly established dada nexus business department, responsible for strategic customer development. In addition, Yang Wenjie, who reportedly served as the general manager of Meituan (03690.HK)'s food delivery business development department, has also joined dada nexus and serves as the head of the dada instant delivery business. Official information indicates that dada nexus fully integrated into the jd.com ecosystem in May this year, launching a new brand image called "jd.com Instant Delivery".
Daily Bull and Bear | The Hang Seng Index futures closed at 19,455 points, with an inflow of 61 million HKD in net long positions yesterday! HSBC: Meituan will announce results today, pay attention to related warrants.
As of the close, the Stock Market had a turnover of 108.2 billion Hong Kong dollars; the total turnover of all Warrants amounted to 11.8 billion Hong Kong dollars, accounting for 10.9% of the market turnover, with a 6.9% proportion of Bullish Warrants and a 4.1% proportion of Bearish Warrants.
Express News | Zhejiang Jinke Tom Culture Industry responds to the "Guizi Economy" issue: the company continues to lay out IP derivative products and licensing business.
Express News | Does the company expand the sorghum economy? zhejiang jinke tom culture industry: cooperating with many well-known domestic and foreign brands, manufacturers, and licensed merchants.
[Brokerage Focus] Haitong Securities rates jd.com (09618) as "outperform the market", pointing to healthy growth in Q3 adjusted net margin.
Jingu Financial News | Haitong Securities issued a research report stating that jd.com (09618) had a 5.1% year-on-year increase in revenue in 3Q24. Home appliances and 3C saw a 2.7% year-on-year increase, while fast-moving consumer goods grew by 8.0% year-on-year. The service revenue in 3Q24 increased by 6.5% year-on-year to 55.8 billion yuan, with logistics and other services growing by 6.5% year-on-year, and platform and advertising growing by 6.3% year-on-year. Breaking down the highlights of the performance: (1) Both gross margin and Non-GAAP net margin achieved healthy growth: thanks to the company's continuous refinement of supply chain capabilities, scale effects, and operational efficiency improvement, the 3Q24 gross margin was 17.3%, an increase compared to the same period.
【Brokerage Focus】Nomura Securities indicates that the growth of internet plus-related users in china is steady, and e-commerce platforms are significantly impacted by the november 11 shopping festival-related promotions.
Jinwu Financial News | Nomura Securities released a research report stating that in October 2024, the monthly active users of smart phones in china will increase by 2.2% year-on-year, reaching 1.25 billion, remaining stable compared to previous months. The total online duration of users has increased by 5.8% year-on-year, maintaining an upward trend. User engagement in e-commerce applications increased month-on-month during the november 11 shopping festival-related promotion, with alibaba's Taobao application and jd.com's application showing month-on-month online duration growth of 21% and 23% respectively, while pdd holdings only saw a 5% increase due to its lesser dependence on major promotional events. Xiaohongshu (XHS) performed outstandingly, with a year-on-year increase of 39% in monthly average online duration.
Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
Express News | zhejiang jinke tom culture industry: The company continues to lay out IP derivatives and licensing business using the "Talking Tom Cat Family" IP.
Daily Bull and Bear | The long and short situation has reversed! The Hang Seng Index night futures closed at 19,678 points, with bull certificates regaining the upper hand; Tencent has broken through HKD 400, with several bull certificates doubling and su
As of the market close, the total market turnover was 138.9 billion Hong Kong dollars; all warrants bull bear certificates totaled 12 billion Hong Kong dollars in turnover, accounting for 8.7% of the total market turnover, with a 4.7% proportion of good position and a 4.0% proportion of light position.
JD.com Options Spot-On: On November 27th, 138.62K Contracts Were Traded, With 1.76 Million Open Interest
On November 27th ET, $JD.com(JD.US)$ had active options trading, with a total trading volume of 138.62K options for the day, of which put options accounted for 20.01% of the total transactions, and
Shares of US-listed Chinese Stocks Are Trading Higher Following a Report Indicating Additional Chinese Fiscal Stimulus After a Key Economic Meeting in December.
Why JD.com, Inc. (JD) Is One of the Cheapest Stocks to Buy on Robinhood?
Express News | The transfer of equity in small and medium-sized banks frequently appears.
Turkey Prices Have Dropped, But Americans Are Cutting Back on Thanksgiving Feasts
US stocks fluctuate丨jd.com rises 4% before market as bocom intl raises company's profit expectations for this year.
Gelonghui on November 27th | JD.com (JD.US) pre-market trading up 4% to $36.75. Bocom Intl recently reported that JD.com's 3rd quarter revenue in 2024 met expectations, with profits exceeding expectations. Looking ahead to the 4th quarter, the bank expects revenue to increase by 5.7% year-on-year, with singles' day sales data better than expected. It is expected that the company's overall profit in 2024 will increase by 28% to 45 billion, 5% higher than the bank's previous expectations, reflecting the positive impact brought by the release of logistics profitability. (Gelonghui)
Hong Kong stocks are moving | The index of Hengke has expanded its increase to over 3%, with all network technology stocks rising. Meituan-W (03690) is up nearly 7%.
The Heng Science Index expanded by over 3%, with regards to the component stocks, network technology stocks rose across the board today, with Meituan-W (03690) up 6.7%, closing at 175.3 Hong Kong dollars; jd.com Group-SW (09618) increased by 4.42%, closing at 141.8 Hong Kong dollars.
Hong Kong stocks movement | jd.com Group-SW (09618) rose nearly 4% as third-quarter profit exceeded expectations, with institutions raising their overall profit forecasts for the year.
JD.com Group-SW (09618) increased nearly 4%. As of the time of this report, it is up 3.9%, priced at 141.1 Hong Kong dollars, with a transaction volume of 0.873 billion Hong Kong dollars.