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JD.com Newsroom
Express News | JD.com Group has reached a Global Strategy cooperation with China Film Group to promote the expansion and upgrading of film Consumer.
Quick Look at the Hong Kong Market | The three major Indices have mixed movements, stocks in Biotechnology and Communication Equipment are rising, ZTE soared by 10%, and BEIGENE increased by over 5%.
Network Technology stocks fell, XIAOMI-W rose by 2.90%, NTES-S rose by 2.19%; most Coal Industrial Concept stocks declined, China Shenhua Energy fell by 3.18%, China Coal Energy fell by 1.69%; most Shipping and Ports stocks decreased, COSCO Shipping Holdings fell by 4.75%, OOIL fell by 3.14%;
Major bank rating丨BOCOM INTL: It is expected that the revenue growth Range of mainland e-commerce platforms will be between 8% and 14% this year.
BOCOM INTL published a report indicating that yesterday the National Development and Reform Commission and the Ministry of Finance released the "Notice on Implementing Large-scale Equipment Renewal and Consumer Goods Replacement Policies by 2025", expanding the 8 categories of household appliances in the consumer goods market for 2024 to 12 categories. In the first quarter of this year, according to the press conference, considering the consumer demand during the New Year's Day and Spring Festival, a subsidy fund of 81 billion yuan for old-for-new consumer goods has already been allocated. Compared to last year's 50 billion yuan/20% subsidy ratio for household appliances, it is expected that the first quarter will drive the sales of household appliances, digital products, and other categories to exceed 150 billion yuan, compared to the retail sales of communication equipment in the first quarter of 2024.
Hong Kong stock market midday review | The three major Indexes collectively rebounded! Xiaomi and Tencent rose about 2%; Semiconductors stocks continued to rise, Semiconductor Manufacturing International Corporation rose over 4%.
Network Technology stocks weakened, Bilibili-W fell by 3.60%, XIAOMI-W rose by 2.59%; Sporting Goods stocks performed well, ANTA SPORTS increased by 5.32%, TOPSPORTS dropped by 3.44%; Hong Kong Retail Stocks weakened, BOSSINI INT'L rose by 3.81%, PRADA fell by 2.76%;
BOCOM INTL: The continuation of national subsidies may drive steady growth in GMV for e-commerce platforms, with revenue growth expected in the Range of 8-14% by 2025.
BOCOM INTL currently predicts that Alibaba/JD.com e-commerce GMV will increase by approximately 6%/8% year-on-year.
JD.com Logistics (02618.HK) subsidiary JD.com Aviation has introduced its tenth Boeing 737-800 freighter.
JD.com Logistics (02618.HK) subsidiary JD.com Aviation has introduced its tenth Boeing 737-800 freighter, with registration number B-226T, and an age of 18.6 years. JD.com Aviation obtained the CCAR-121 Part aviation carrier operating certificate issued by the Civil Aviation Administration of China in August 2022, officially commencing operations. At that time, the company stated its goal to establish a domestic air cargo backbone network covering major cities by the end of 2025, and to expand its international air cargo layout to major markets such as North America, Europe, the Middle East, Southeast Asia, Japan, and South Korea.
UBS Group: Looking ahead at the structural opportunities in the Medical Care Industry in China this year amidst uncertainty, the top picks are INNOVENT BIO (01801.HK), JD HEALTH (06618.HK), WUXI APPTEC (02359.HK), and Eyebright Medical Technology (Beijing
UBS Group published a Research Report stating that last year the Medical Care industry in China faced challenges, impacted by factors such as domestic medical insurance cost control, weak Consumer market conditions, and geopolitical tensions. However, it is expected that by 2025 the Sector risks will trend upward, with Industry valuations and Instituional Holdings levels at historical lows. Coupled with a macro environment that could be more favorable for industry development, investors are expected to find structural opportunities amidst uncertainty. The report indicated that the momentum for biopharmaceutical development continues, with a Bullish outlook on recent CRO profitability, and believes that the fundamentals of various biotech companies are sound. Furthermore, with government support policies for pharmaceutical innovation, it is believed that there will be rapid growth in product sales.
[Brokerage Focus] BOCOM INTL expects the revenue growth Range of e-commerce platforms to be between 8-14% in 2025.
Jinwu Finance News | BOCOM INTL indicated that on January 8, the National Development and Reform Commission and the Ministry of Finance released the "Notice on Implementing a Large-Scale Equipment Replacement and Consumer Product Trade-In Policy by 2025". This will expand the 8 categories of home appliances in the 2024 consumer market to 12 categories and implement a 15% subsidy for mobile digital products. The bank stated that the conference introduced considerations for the consumption demand during New Year's Day and the Spring Festival, with 81 billion yuan in subsidies already allocated for consumer product trade-ins. The bank expects that in the first quarter, sales in categories like home appliances and digital products could exceed 150 billion yuan, estimating that the subsidy will drive approximately 31 billion yuan in sales on Tmall/JD.com for home appliances and digital products, respectively.
Express News | The total value of the New Year's gifts Liu Qiangdong sent to his hometown has exceeded 30 million.
Hong Kong market quick look | Hong Kong stocks narrowed in losses in the afternoon, the Hang Seng Index fell nearly 1%; tech and Apple Supplier stocks declined, SUNNY OPTICAL dropped over 7%, Xiaomi fell nearly 4%; Weichai Power surged over 11%.
Network Technology stocks weakened, XIAOMI-W fell 3.95%, NTES-S rose 2.98%; Coal Industrial Concept stocks weakened, YANKUANG ENERGY fell 4.73%, KINETIC DEV fell 3.94%; Many Mobile Game stocks declined, INFINITIES TECH rose 10.00%, BOYAA fell 8.88%;
Morgan Stanley's investment rating and target price for Chinese Network Technology stocks (table)
Morgan Stanley released a report stating that it has updated the investment ratings and Target Prices for Chinese Network Technology stocks: Stock │ Investment Rating │ Target Price Tencent (00700.HK) │ Shareholding │ HKD 570 Trip.com (TCOM.US) │ Shareholding │ USD 81 MEITUAN-W (03690.HK) │ Shareholding │ HKD 200 TONGCHENGTRAVEL (00780.HK) │ Shareholding │ HKD 25 NetEase (NTES.US) │ Shareholding │ USD 108 Full Truck (YMM.US) │ Shareholding │ USD 10 New Oriental (EDU.US) │ Shareholding │ USD 83 PDD Holdings
USA Consumer spending has overcome Wall Street's skepticism! Online sales during the holiday shopping season have reached a new high.
Adobe stated that online sales during the holidays in the USA reached a record high of 241 billion dollars.
BofA Securities Maintains JD.com(JD.US) With Buy Rating
Express News | Roche: Currently, the global production capacity of "Sufuda" is leaning towards the China market.
JD.com (09618.HK): is gradually opening up to the use of Alipay.
Wang Shancheng, director of the Comprehensive Division of the National Development and Reform Commission, stated that during last year’s "Double Eleven," Tmall already allowed the use of WeChat Pay, and JD.com (09618.HK) will also integrate Alipay. Alipay customer service indicated that it has supported payments on JD.com. JD.com customer service stated that it is gradually opening up the use of Alipay, and some merchants and special Commodities cannot use Alipay. When Alipay is unavailable, options such as JD.com Payment, Cloud Flash Payment, and WeChat Pay can be selected.
Citi's investment ratings and target prices for Chinese Network Technology stocks (table).
Citigroup published a research report, listing the investment ratings and Target Prices for Chinese Network Technology stocks as follows: Stock | Investment Rating | Target Price (HKD) Alibaba-W (09988.HK) | Buy | 132 HKD MEITUAN-W (03690.HK) | Buy | 203 HKD TENCENT (00700.HK) | Buy | 573 HKD TONGCHENGTRAVEL (00780.HK) | Buy | 21 HKD ------------------------------------------------- Alibaba (BABA.US) | Buy | 1.
According to Citigroup in the report "The Big Names", the top picks for Chinese internet stocks in the first half of the year are Tencent (00700.HK), Trip.com (TCOM.US), Meituan (03690.HK), and JD.com (JD.US).
Citibank released a report on the Internet Industry in the Asia-Pacific region, revealing that last year, the Global Internet Sector displayed varied stock performance. Indian Internet stocks outperformed with a growth of 73.7%, Southeast Asia saw a rise of 35.3%, Japan increased by 35%, and the USA rose by 33.8%. Meanwhile, the Internet sectors in China and South Korea lagged behind, with increases of 15.6% and a decline of 11.4%, respectively. Geopolitical tensions, along with changes in tariffs and regulatory policies, may continue to affect cross-regional investor sentiment and portfolio allocation. The bank indicated that the valuation of the Chinese Internet sector is reasonable and growth quality is continuously improving, but it still believes it should be aligned with domestic macroeconomic and consumer recovery progress.
Express News | JD.com Home Services: Recruiting 100,000 cleaning staff, this year will accelerate business expansion to develop a hundred cities.
Hong Kong Stock Market Afternoon Review | All three major indices fell, with the Hang Seng Index down nearly 2%; Network Technology stocks declined, with Tencent down nearly 7% and Xiaomi down over 8%; some mineral stocks rose against the trend, with CGN
Network Technology stocks fell, with XIAOMI-W down 8.13% and TENCENT down 6.79%; Biotechnology stocks declined, with EVEREST MED-B down 6.35% and WUXI BIO down 4.22%; Shipping and Ports stocks weakened, with COSCO Shipping Holdings down 3.47% and CHINA MER PORT down 2.49%.
JD.com (09618.HK) plans to expand its Business services to 100 cities this year, intending to invest 1 billion yuan.
JD.com Group (09618.HK)(JD.US) announced that its local lifestyle brand "JD.com Housekeeping" will launch the "Hundred Counties and Hundred Thousand People Recruitment Plan," intending to hire 100,000 cleaning staff nationwide to support its goal of expanding the Business to 100 cities this year. The group stated it will invest 1 billion yuan to comprehensively enhance the income and cooperation experience of cleaning staff, and it promises to provide free training, stable Orders, and better returns than other platforms.