View ValuationJD Logistics 将来の成長Future 基準チェック /26JD Logistics利益と収益がそれぞれ年間12.5%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.3% 13.4%なると予測されています。主要情報12.5%収益成長率13.44%EPS成長率Logistics 収益成長16.8%収益成長率9.1%将来の株主資本利益率13.33%アナリストカバレッジGood最終更新日19 Aug 2026今後の成長に関する最新情報Breakeven Date Change • Jan 09Forecast breakeven date pushed back to 2024The 19 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of CN¥1.25b in 2024. Average annual earnings growth of 55% is required to achieve expected profit on schedule.Breakeven Date Change • Nov 17Forecast breakeven date moved forward to 2023The 18 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥394.2m in 2023. Earnings growth of 101% is required to achieve expected profit on schedule.Breakeven Date Change • Oct 20Forecast breakeven date pushed back to 2024The 18 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 99% to 2023. The company is expected to make a profit of CN¥1.15b in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 23Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.21b in 2024. Average annual earnings growth of 90% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 17Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 98% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule.Breakeven Date Change • Jul 13Forecast breakeven date pushed back to 2024The 16 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 78% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • 23hInvestor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €1.28, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 1.6% over the past three years.Reported Earnings • Aug 14Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: CN¥64.1b (up 24% from 2Q 2025). Net income: CN¥2.41b (up 13% from 2Q 2025). Profit margin: 3.8% (down from 4.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 31JD Logistics, Inc. to Report First Half, 2026 Results on Aug 13, 2026JD Logistics, Inc. announced that they will report first half, 2026 results on Aug 13, 2026お知らせ • Jun 05JD Logistics, Inc., Annual General Meeting, Jun 29, 2026JD Logistics, Inc., Annual General Meeting, Jun 29, 2026, at 11:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang economic and, technological development zone, daxing district, beijing ChinaBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Laura Peterson was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 29JD Logistics, Inc. to Report Q1, 2026 Results on May 12, 2026JD Logistics, Inc. announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 12, 2026お知らせ • Feb 20JD Logistics, Inc. to Report Fiscal Year 2025 Results on Mar 05, 2026JD Logistics, Inc. announced that they will report fiscal year 2025 results on Mar 05, 2026お知らせ • Oct 30JD Logistics, Inc. to Report Q3, 2025 Results on Nov 13, 2025JD Logistics, Inc. announced that they will report Q3, 2025 results on Nov 13, 2025お知らせ • Jul 31JD Logistics, Inc. to Report Q2, 2025 Results on Aug 14, 2025JD Logistics, Inc. announced that they will report Q2, 2025 results on Aug 14, 2025お知らせ • Apr 25+ 1 more updateJD Logistics, Inc., Annual General Meeting, Jun 20, 2025JD Logistics, Inc., Annual General Meeting, Jun 20, 2025, at 11:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang economic and technological, development zone, daxing district, beijing Chinaお知らせ • Feb 20JD Logistics, Inc. to Report Q4, 2024 Results on Mar 06, 2025JD Logistics, Inc. announced that they will report Q4, 2024 results on Mar 06, 2025お知らせ • Feb 14JD Logistics, Inc. Announces Board and Committee ChangesThe board of directors of JD Logistics, Inc. announced that with effect from February 14, 2025, Ms. Christina Gaw (Ms. Gaw) has been appointed as an independent non-executive Director and a member of the audit committee of the Board (Audit Committee) and Dr. Lin Ye, an independent non-executive Director has resigned as a member of the Audit Committee. Ms. Christina Gaw, aged 52, is a managing principal, global head of capital markets of Gaw Capital Partners and has over 30 years of experience in the capital markets field. She has served as a managing principal, global head of capital markets of Gaw Capital Partners since June 2008, a managing director, head of Asia Pacific capital introduction, prime brokerage services division of UBS Group AG from May 2002 to June 2008 and an executive director, senior regional sales, equities division of Goldman Sachs Asia L.L.C from January 1994 to May 2002. Ms. Gaw was a member of the Listing Committee of The Stock Exchange of Hong Kong Limited. Ms. Gaw has been a Type 4 and Type 9 Hong Kong Securities and Futures Commission Licence holder since June 16, 2009 and July 7, 2020 respectively. She has also held a Capital Markets Services Licence for Fund Management awarded by the Monetary Authority of Singapore since May 8, 2020. Besides, Ms. Gaw has served as an independent non-executive director of CLP Holdings Limited since October 2020, and has served as an executive director of Pioneer Global Group Limited since 2014. Further, Ms. Gaw is an Honorary Advisor of the Hong Kong PropTech Association and a Committee Member of the Urban Land Institute Hong Kong CEO Forum (CEO). Ms. Gaw received her bachelor of science in business administration from University of San Francisco in December 1993.Reported Earnings • Nov 16Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: CN¥44.4b (up 6.6% from 3Q 2023). Net income: CN¥2.20b (up CN¥1.99b from 3Q 2023). Profit margin: 5.0% (up from 0.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Europe.お知らせ • Oct 31JD Logistics, Inc. to Report Q3, 2024 Results on Nov 14, 2024JD Logistics, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.88, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 46% over the past three years.お知らせ • Oct 01JD Logistics Expands International Express Delivery with New Service from China to Japan and South KoreaJD Logistics officially announced the launch of a new express delivery service from China to Japan and South Korea. This expansion caters to the growing demand for cross-border logistics solutions. JD Logistics' in-house couriers can collect parcels within one hour after an order is placed. The first order, originating from Shandong Province, involved a customer sending a file to South Korea using JD Express (also known as JINGDONG Express). As a leading integrated supply chain service provider, JD Logistics has been at the forefront of innovation, pioneering same- and next-day delivery more than a decade ago. Today, the company fulfills over 90% of JD.com's retail orders within 24 hours. JD Logistics employs over 300,000 in-house delivery personnel and operates more than 1,600 warehouses in China and globally. The rise of cross-border e-commerce has driven a significant increase in demand for express delivery services, particularly in Japan and South Korea. Since launching its international express operations in late 2023, JD Express has introduced two major services: "International Express" and "International Standard Express." These services now cover nearly 30 countries and regions, offering tailored solutions to meet the diverse needs of both merchants and consumers. In addition to express delivery, JD Logistics is focused on extending its world-class supply chain and warehousing capabilities to international markets. In South Korea, the company has partnered with a leading e-commerce platform to fulfill orders between South Korea and Japan. Leveraging JD Logistics' advanced warehousing network, the partnership enables same-day processing and shipment of orders, reducing delivery times by over a day compared to the local industry standard and significantly enhancing the customer experience. JD Logistics has seen exponential growth in business volume throughout 2023 and plans further investments in Japan and South Korea to support this momentum. JD Express International is committed to providing reliable, efficient, and innovative global shipping solutions. By continually enhancing its services, JD Logistics ensures it stays at the forefront of the international logistics industry, offering seamless and trustworthy solutions to meet customers' global shipping needs.Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.34, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 62% over the past three years.お知らせ • Sep 10JD Logistics, Inc.(SEHK:2618) dropped from Hang Seng China Enterprises IndexJD Logistics, Inc. has been dropped from the Hang Seng China Enterprises Index .Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.04, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 68% over the past three years.Reported Earnings • Aug 16Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: CN¥44.2b (up 7.7% from 2Q 2023). Net income: CN¥2.03b (up 476% from 2Q 2023). Profit margin: 4.6% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.お知らせ • Aug 15JD Logistics, Inc. Announces Board ChangesJD Logistics, Inc. announced that, with effect from August 15, 2024; Ms. Jennifer Ngar-Wing Yu has resigned as an independent non-executive Director, a member of the Audit Committee and a member of the Nomination Committee; Dr. Lin Ye has been appointed as a member of the Audit Committee; and Mr. Yang Zhang has been appointed as a member of the Nomination Committee.お知らせ • Aug 01JD Logistics, Inc. to Report Q2, 2024 Results on Aug 15, 2024JD Logistics, Inc. announced that they will report Q2, 2024 results on Aug 15, 2024Board Change • Jul 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Lin Ye was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 28JD Logistics, Inc. Announces Board and Committee ChangesThe Board of JD Logistics, Inc. announced that, with effect from June 28, 2024: Mr. Liming Wang has resigned as an independent non-executive Director, the chairperson of the Remuneration Committee and a member of the Nomination Committee; Dr. Lin Ye has been appointed as an independent non-executive Director, a member of the Remuneration Committee and a member of the Nomination Committee; and Dr. Xiande Zhao has been appointed as the chairperson of the Remuneration Committee. Dr. Lin Ye, aged 60, is a doctor of law, a professor and a supervisor of doctoral students of Renmin University of China and has over 36 years of experience teaching in the law school of Renmin University of China. Dr. Ye qualified as a lawyer in China in May 1990. Besides, Dr. Ye has served as independent non-executive director of Capital Securities Co. Ltd. since August 2020, Beijing YJK Building Software Co. Ltd. since September 2023, and Beijing Shougang Co. Ltd. during June 2019 to December 2023. Since June 2020, he has also served as an independent non-executive director of China Life Asset Management Company Limited and China Credit Trust Co. Ltd. Further, Dr. Ye is the director of the Rule of Law Research Center in Business Environment of Renmin University of China and the executive director of the Institute of International Commercial Dispute Prevention and Settlement of Renmin University of China. Dr. Ye has also served as the vice-chairman of the Commercial Law Society in China Law Society, the vice-chairman of the Civil and Commercial Law Society in Beijing Law Society, and the chairman of Beijing Consumer Rights Protection Law Society. Dr. Ye's main research fields include China's civil law, commercial law, company law, securities law, futures law, contract law, financial services law, consumer protection law, etc. He has published more than 100 papers and more than 10 books in the above relevant fields. Dr. Ye received his bachelor of law from Renmin University of China in July 1985, and received his master's degree and doctor's degree in civil and commercial law from Renmin University of China in July 1987 and July 1993, respectively. The Board hereby announces that following Mr. Wang's resignation, Dr. Xiande Zhao, an independent non-executive Director has been appointed as the chairperson of the Remuneration Committee, and Dr. Ye has been appointed as a member of the Remuneration Committee and a member of the Nomination Committee, with effect from June 28, 2024.Reported Earnings • Apr 29Full year 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.23 loss in FY 2022)Full year 2023 results: EPS: CN¥0.10 (up from CN¥0.23 loss in FY 2022). Revenue: CN¥166.6b (up 21% from FY 2022). Net income: CN¥616.2m (up CN¥2.01b from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.お知らせ • Apr 28+ 1 more updateJD Logistics, Inc. to Report Q1, 2024 Results on May 16, 2024JD Logistics, Inc. announced that they will report Q1, 2024 results on May 16, 2024Recent Insider Transactions • Apr 11Executive Director & CEO recently sold €778k worth of stockOn the 3rd of April, Wei Hu sold around 826k shares on-market at roughly €0.94 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Wei has been a net seller over the last 12 months, reducing personal holdings by €790k.New Risk • Mar 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Mar 07Full year 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.23 loss in FY 2022)Full year 2023 results: EPS: CN¥0.10 (up from CN¥0.23 loss in FY 2022). Revenue: CN¥166.6b (up 21% from FY 2022). Net income: CN¥616.2m (up CN¥2.01b from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Logistics industry in Europe.お知らせ • Feb 24JD Logistics, Inc. to Report Fiscal Year 2023 Results on Mar 06, 2024JD Logistics, Inc. announced that they will report fiscal year 2023 results on Mar 06, 2024Breakeven Date Change • Jan 09Forecast breakeven date pushed back to 2024The 19 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of CN¥1.25b in 2024. Average annual earnings growth of 55% is required to achieve expected profit on schedule.Reported Earnings • Nov 20Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CN¥41.7b (up 17% from 3Q 2022). Net income: CN¥214.3m (up CN¥501.7m from 3Q 2022). Profit margin: 0.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe.Breakeven Date Change • Nov 17Forecast breakeven date moved forward to 2023The 18 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥394.2m in 2023. Earnings growth of 101% is required to achieve expected profit on schedule.お知らせ • Nov 02JD Logistics, Inc. to Report Q3, 2023 Results on Nov 15, 2023JD Logistics, Inc. announced that they will report Q3, 2023 results on Nov 15, 2023Breakeven Date Change • Oct 20Forecast breakeven date pushed back to 2024The 18 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 99% to 2023. The company is expected to make a profit of CN¥1.15b in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Breakeven Date Change • Aug 23Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.21b in 2024. Average annual earnings growth of 90% is required to achieve expected profit on schedule.Breakeven Date Change • Aug 17Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 98% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule.お知らせ • Aug 04JD Logistics, Inc. to Report First Half, 2023 Results on Aug 16, 2023JD Logistics, Inc. announced that they will report first half, 2023 results on Aug 16, 2023Breakeven Date Change • Jul 13Forecast breakeven date pushed back to 2024The 16 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 78% is required to achieve expected profit on schedule.お知らせ • Jun 27+ 1 more updateJD Logistics, Inc. Announces Executive ChangesThe board of directors of JD Logistics, Inc. announced the below changes to the Board. The Board announced that Mr. Yui Yu ("Mr. Yu") has tendered his resignation as Chief Executive Officer with effect from June 26, 2023 due to his personal health reasons. The Board announced that Mr. Wei Hu ("Mr. Hu") has been appointed as Chief Executive Officer with effect from June 26, 2023. Mr. Hu, aged 40, is responsible for the Company's overall strategic planning and business direction. Mr. Hu joined JD.com, Inc, and its subsidiaries and consolidated affiliated entities (the "JD Group") in January 2010 and served as JINGDONG Property, Inc.'s chief executive officer between April 2019 and June 2023. Mr. Hu has extensive experience in operations and management in the logistics industry. He has held multiple positions within JD Group and the Group, including the Group's general manager for Northern China region between December 2017 and March 2019, the general manager of southwest region at the logistics division of JD Group between May 2015 and November 2017, and the director of human resources at the logistics division of JD Group between January 2010 and April 2015. Mr. Hu has been a director of China Logistics Property Holdings Co. Ltd. (the "CNLP") since February 2022 and was CNLP's chairperson, executive director and chief executive officer between February and July 2022. Further, Mr. Hu was a non-executive director at ESR Group Limited from February 2021 to June 2023. Prior to joining JD Group, Mr. Hu served as manager of human resources at Chengdu Renrenle Commercial Co. Ltd. from November 2006 to January 2010. Mr. Hu received his bachelor's degree in land resources management education from Sichuan Agricultural University in June 2005, and received his master's degree in business administration from China Europe International Business School in November 2022.Breakeven Date Change • May 19Forecast breakeven date moved forward to 2023The 16 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥7.27m in 2023. Earnings growth of 72% is required to achieve expected profit on schedule.Breakeven Date Change • May 14Forecast breakeven date moved forward to 2023The 16 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥86.0m in 2023. Earnings growth of 71% is required to achieve expected profit on schedule.お知らせ • May 12JD Logistics, Inc. Announces Change of Chief Financial OfficerJD Logistics, Inc. announces that Mr. Su Shan () ("Mr. Shan") has tendered his resignation as the Chief Financial Officer of the Company with effect from May 11, 2023, since he will assume a new role in JD.com, Inc. and its subsidiaries and consolidated affiliated entities, excluding the Group (the "JD Group"). The Board announced that Mr. Hao Wu ("Mr. Wu") has been appointed as the Chief Financial Officer of the Company with effect from May 11, 2023. Mr. Wu, aged 36, joined JD Group in May 2014, and served as Internal Control Director, Risk Management Director, Head and Senior Director of Internal Audit Department of JD Group. Prior to that, Mr. Wu worked at Pactera Technology International Ltd. from July 2008 to May 2014, and served as Head of Internal Audit. Mr. Wu received a bachelor's degree in management from China University of Geosciences, and a master of business administration from Guanghua School of Management of Peking University. Mr. Wu has extensive experience in accounting, corporate finance, and risk management. The Board would like to express its warmest welcome to Mr. Wu on his new position in the Company.Breakeven Date Change • Apr 27Forecast to breakeven in 2024The 16 analysts covering JD Logistics expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥1.17b in 2024. Average annual earnings growth of 71% is required to achieve expected profit on schedule.Breakeven Date Change • Mar 13Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 94% to 2023. The company is expected to make a profit of CN¥1.07b in 2024. Average annual earnings growth of 100% is required to achieve expected profit on schedule.Reported Earnings • Mar 11Full year 2022 earnings released: CN¥0.23 loss per share (vs CN¥3.19 loss in FY 2021)Full year 2022 results: CN¥0.23 loss per share (improved from CN¥3.19 loss in FY 2021). Revenue: CN¥137.4b (up 31% from FY 2021). Net loss: CN¥1.40b (loss narrowed 91% from FY 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.4% decline forecast for the Logistics industry in Europe.Board Change • Jan 03High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Non-Executive Chairman Richard Liu is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.業績と収益の成長予測DB:822 - アナリストの将来予測と過去の財務データ ( )CNY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028317,01110,98814,78427,0691512/31/2027290,9879,71414,06225,9921912/31/2026264,5638,38315,29923,752156/30/2026243,2987,35911,15518,575N/A3/31/2026230,7617,076N/AN/AN/A12/31/2025217,1476,64711,84518,765N/A9/30/2025205,7136,338N/AN/AN/A6/30/2025195,0256,51314,44019,977N/A3/31/2025187,6676,410N/AN/AN/A12/31/2024182,8386,19815,61020,791N/A9/30/2024177,9415,508N/AN/AN/A6/30/2024175,2083,51813,94419,435N/A3/31/2024172,0341,844N/AN/AN/A12/31/2023166,62561611,02016,352N/A9/30/2023162,432-70N/AN/AN/A6/30/2023156,540-5727,91413,519N/A3/31/2023146,779-1,000N/AN/AN/A12/31/2022137,402-1,3978,46813,314N/A9/30/2022124,865-1,161N/AN/AN/A6/30/2022114,844-1,9446,05110,062N/A3/31/2022109,634-6,159N/AN/AN/A12/31/2021104,693-15,8422,0406,207N/A9/30/202195,138-18,822N/AN/AN/A6/30/202190,304-20,1451,8785,249N/A3/31/202180,014-15,528N/AN/AN/A12/31/202073,375-4,1347,00410,201N/A12/31/201949,848-2,234N/A2,630N/A12/31/201837,873-2,765N/A1,022N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 822の予測収益成長率 (年間12.5% ) は 貯蓄率 ( 2.1% ) を上回っています。収益対市場: 822の収益 ( 12.5% ) German市場 ( 15.2% ) よりも低い成長が予測されています。高成長収益: 822の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 822の収益 ( 9.1% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 822の収益 ( 9.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 822の 自己資本利益率 は、3年後には低くなると予測されています ( 13.3 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/21 23:31終値2026/08/21 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JD Logistics, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31 アナリスト機関Cherry LeungBernsteinFan TsoBofA Global ResearchQibin FengChina International Capital Corporation Limited28 その他のアナリストを表示
Breakeven Date Change • Jan 09Forecast breakeven date pushed back to 2024The 19 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of CN¥1.25b in 2024. Average annual earnings growth of 55% is required to achieve expected profit on schedule.
Breakeven Date Change • Nov 17Forecast breakeven date moved forward to 2023The 18 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥394.2m in 2023. Earnings growth of 101% is required to achieve expected profit on schedule.
Breakeven Date Change • Oct 20Forecast breakeven date pushed back to 2024The 18 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 99% to 2023. The company is expected to make a profit of CN¥1.15b in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 23Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.21b in 2024. Average annual earnings growth of 90% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 17Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 98% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule.
Breakeven Date Change • Jul 13Forecast breakeven date pushed back to 2024The 16 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
Valuation Update With 7 Day Price Move • 23hInvestor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €1.28, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Logistics industry in Europe. Total returns to shareholders of 1.6% over the past three years.
Reported Earnings • Aug 14Second quarter 2026 earnings releasedSecond quarter 2026 results: Revenue: CN¥64.1b (up 24% from 2Q 2025). Net income: CN¥2.41b (up 13% from 2Q 2025). Profit margin: 3.8% (down from 4.1% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 1.4% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 31JD Logistics, Inc. to Report First Half, 2026 Results on Aug 13, 2026JD Logistics, Inc. announced that they will report first half, 2026 results on Aug 13, 2026
お知らせ • Jun 05JD Logistics, Inc., Annual General Meeting, Jun 29, 2026JD Logistics, Inc., Annual General Meeting, Jun 29, 2026, at 11:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang economic and, technological development zone, daxing district, beijing China
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Laura Peterson was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 29JD Logistics, Inc. to Report Q1, 2026 Results on May 12, 2026JD Logistics, Inc. announced that they will report Q1, 2026 results at 9:30 AM, China Standard Time on May 12, 2026
お知らせ • Feb 20JD Logistics, Inc. to Report Fiscal Year 2025 Results on Mar 05, 2026JD Logistics, Inc. announced that they will report fiscal year 2025 results on Mar 05, 2026
お知らせ • Oct 30JD Logistics, Inc. to Report Q3, 2025 Results on Nov 13, 2025JD Logistics, Inc. announced that they will report Q3, 2025 results on Nov 13, 2025
お知らせ • Jul 31JD Logistics, Inc. to Report Q2, 2025 Results on Aug 14, 2025JD Logistics, Inc. announced that they will report Q2, 2025 results on Aug 14, 2025
お知らせ • Apr 25+ 1 more updateJD Logistics, Inc., Annual General Meeting, Jun 20, 2025JD Logistics, Inc., Annual General Meeting, Jun 20, 2025, at 11:00 China Standard Time. Location: building a, no. 18 kechuang 11 street, yizhuang economic and technological, development zone, daxing district, beijing China
お知らせ • Feb 20JD Logistics, Inc. to Report Q4, 2024 Results on Mar 06, 2025JD Logistics, Inc. announced that they will report Q4, 2024 results on Mar 06, 2025
お知らせ • Feb 14JD Logistics, Inc. Announces Board and Committee ChangesThe board of directors of JD Logistics, Inc. announced that with effect from February 14, 2025, Ms. Christina Gaw (Ms. Gaw) has been appointed as an independent non-executive Director and a member of the audit committee of the Board (Audit Committee) and Dr. Lin Ye, an independent non-executive Director has resigned as a member of the Audit Committee. Ms. Christina Gaw, aged 52, is a managing principal, global head of capital markets of Gaw Capital Partners and has over 30 years of experience in the capital markets field. She has served as a managing principal, global head of capital markets of Gaw Capital Partners since June 2008, a managing director, head of Asia Pacific capital introduction, prime brokerage services division of UBS Group AG from May 2002 to June 2008 and an executive director, senior regional sales, equities division of Goldman Sachs Asia L.L.C from January 1994 to May 2002. Ms. Gaw was a member of the Listing Committee of The Stock Exchange of Hong Kong Limited. Ms. Gaw has been a Type 4 and Type 9 Hong Kong Securities and Futures Commission Licence holder since June 16, 2009 and July 7, 2020 respectively. She has also held a Capital Markets Services Licence for Fund Management awarded by the Monetary Authority of Singapore since May 8, 2020. Besides, Ms. Gaw has served as an independent non-executive director of CLP Holdings Limited since October 2020, and has served as an executive director of Pioneer Global Group Limited since 2014. Further, Ms. Gaw is an Honorary Advisor of the Hong Kong PropTech Association and a Committee Member of the Urban Land Institute Hong Kong CEO Forum (CEO). Ms. Gaw received her bachelor of science in business administration from University of San Francisco in December 1993.
Reported Earnings • Nov 16Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: CN¥44.4b (up 6.6% from 3Q 2023). Net income: CN¥2.20b (up CN¥1.99b from 3Q 2023). Profit margin: 5.0% (up from 0.5% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Logistics industry in Europe.
お知らせ • Oct 31JD Logistics, Inc. to Report Q3, 2024 Results on Nov 14, 2024JD Logistics, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024
Valuation Update With 7 Day Price Move • Oct 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.88, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 46% over the past three years.
お知らせ • Oct 01JD Logistics Expands International Express Delivery with New Service from China to Japan and South KoreaJD Logistics officially announced the launch of a new express delivery service from China to Japan and South Korea. This expansion caters to the growing demand for cross-border logistics solutions. JD Logistics' in-house couriers can collect parcels within one hour after an order is placed. The first order, originating from Shandong Province, involved a customer sending a file to South Korea using JD Express (also known as JINGDONG Express). As a leading integrated supply chain service provider, JD Logistics has been at the forefront of innovation, pioneering same- and next-day delivery more than a decade ago. Today, the company fulfills over 90% of JD.com's retail orders within 24 hours. JD Logistics employs over 300,000 in-house delivery personnel and operates more than 1,600 warehouses in China and globally. The rise of cross-border e-commerce has driven a significant increase in demand for express delivery services, particularly in Japan and South Korea. Since launching its international express operations in late 2023, JD Express has introduced two major services: "International Express" and "International Standard Express." These services now cover nearly 30 countries and regions, offering tailored solutions to meet the diverse needs of both merchants and consumers. In addition to express delivery, JD Logistics is focused on extending its world-class supply chain and warehousing capabilities to international markets. In South Korea, the company has partnered with a leading e-commerce platform to fulfill orders between South Korea and Japan. Leveraging JD Logistics' advanced warehousing network, the partnership enables same-day processing and shipment of orders, reducing delivery times by over a day compared to the local industry standard and significantly enhancing the customer experience. JD Logistics has seen exponential growth in business volume throughout 2023 and plans further investments in Japan and South Korea to support this momentum. JD Express International is committed to providing reliable, efficient, and innovative global shipping solutions. By continually enhancing its services, JD Logistics ensures it stays at the forefront of the international logistics industry, offering seamless and trustworthy solutions to meet customers' global shipping needs.
Valuation Update With 7 Day Price Move • Sep 27Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.34, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 62% over the past three years.
お知らせ • Sep 10JD Logistics, Inc.(SEHK:2618) dropped from Hang Seng China Enterprises IndexJD Logistics, Inc. has been dropped from the Hang Seng China Enterprises Index .
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €1.04, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Logistics industry in Europe. Total loss to shareholders of 68% over the past three years.
Reported Earnings • Aug 16Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: CN¥44.2b (up 7.7% from 2Q 2023). Net income: CN¥2.03b (up 476% from 2Q 2023). Profit margin: 4.6% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 123% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings.
お知らせ • Aug 15JD Logistics, Inc. Announces Board ChangesJD Logistics, Inc. announced that, with effect from August 15, 2024; Ms. Jennifer Ngar-Wing Yu has resigned as an independent non-executive Director, a member of the Audit Committee and a member of the Nomination Committee; Dr. Lin Ye has been appointed as a member of the Audit Committee; and Mr. Yang Zhang has been appointed as a member of the Nomination Committee.
お知らせ • Aug 01JD Logistics, Inc. to Report Q2, 2024 Results on Aug 15, 2024JD Logistics, Inc. announced that they will report Q2, 2024 results on Aug 15, 2024
Board Change • Jul 05High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Lin Ye was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 28JD Logistics, Inc. Announces Board and Committee ChangesThe Board of JD Logistics, Inc. announced that, with effect from June 28, 2024: Mr. Liming Wang has resigned as an independent non-executive Director, the chairperson of the Remuneration Committee and a member of the Nomination Committee; Dr. Lin Ye has been appointed as an independent non-executive Director, a member of the Remuneration Committee and a member of the Nomination Committee; and Dr. Xiande Zhao has been appointed as the chairperson of the Remuneration Committee. Dr. Lin Ye, aged 60, is a doctor of law, a professor and a supervisor of doctoral students of Renmin University of China and has over 36 years of experience teaching in the law school of Renmin University of China. Dr. Ye qualified as a lawyer in China in May 1990. Besides, Dr. Ye has served as independent non-executive director of Capital Securities Co. Ltd. since August 2020, Beijing YJK Building Software Co. Ltd. since September 2023, and Beijing Shougang Co. Ltd. during June 2019 to December 2023. Since June 2020, he has also served as an independent non-executive director of China Life Asset Management Company Limited and China Credit Trust Co. Ltd. Further, Dr. Ye is the director of the Rule of Law Research Center in Business Environment of Renmin University of China and the executive director of the Institute of International Commercial Dispute Prevention and Settlement of Renmin University of China. Dr. Ye has also served as the vice-chairman of the Commercial Law Society in China Law Society, the vice-chairman of the Civil and Commercial Law Society in Beijing Law Society, and the chairman of Beijing Consumer Rights Protection Law Society. Dr. Ye's main research fields include China's civil law, commercial law, company law, securities law, futures law, contract law, financial services law, consumer protection law, etc. He has published more than 100 papers and more than 10 books in the above relevant fields. Dr. Ye received his bachelor of law from Renmin University of China in July 1985, and received his master's degree and doctor's degree in civil and commercial law from Renmin University of China in July 1987 and July 1993, respectively. The Board hereby announces that following Mr. Wang's resignation, Dr. Xiande Zhao, an independent non-executive Director has been appointed as the chairperson of the Remuneration Committee, and Dr. Ye has been appointed as a member of the Remuneration Committee and a member of the Nomination Committee, with effect from June 28, 2024.
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.23 loss in FY 2022)Full year 2023 results: EPS: CN¥0.10 (up from CN¥0.23 loss in FY 2022). Revenue: CN¥166.6b (up 21% from FY 2022). Net income: CN¥616.2m (up CN¥2.01b from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe.
お知らせ • Apr 28+ 1 more updateJD Logistics, Inc. to Report Q1, 2024 Results on May 16, 2024JD Logistics, Inc. announced that they will report Q1, 2024 results on May 16, 2024
Recent Insider Transactions • Apr 11Executive Director & CEO recently sold €778k worth of stockOn the 3rd of April, Wei Hu sold around 826k shares on-market at roughly €0.94 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Wei has been a net seller over the last 12 months, reducing personal holdings by €790k.
New Risk • Mar 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Mar 07Full year 2023 earnings released: EPS: CN¥0.10 (vs CN¥0.23 loss in FY 2022)Full year 2023 results: EPS: CN¥0.10 (up from CN¥0.23 loss in FY 2022). Revenue: CN¥166.6b (up 21% from FY 2022). Net income: CN¥616.2m (up CN¥2.01b from FY 2022). Profit margin: 0.4% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 1.2% growth forecast for the Logistics industry in Europe.
お知らせ • Feb 24JD Logistics, Inc. to Report Fiscal Year 2023 Results on Mar 06, 2024JD Logistics, Inc. announced that they will report fiscal year 2023 results on Mar 06, 2024
Breakeven Date Change • Jan 09Forecast breakeven date pushed back to 2024The 19 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests the company will make a profit of CN¥1.25b in 2024. Average annual earnings growth of 55% is required to achieve expected profit on schedule.
Reported Earnings • Nov 20Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: CN¥41.7b (up 17% from 3Q 2022). Net income: CN¥214.3m (up CN¥501.7m from 3Q 2022). Profit margin: 0.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Logistics industry in Europe.
Breakeven Date Change • Nov 17Forecast breakeven date moved forward to 2023The 18 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥394.2m in 2023. Earnings growth of 101% is required to achieve expected profit on schedule.
お知らせ • Nov 02JD Logistics, Inc. to Report Q3, 2023 Results on Nov 15, 2023JD Logistics, Inc. announced that they will report Q3, 2023 results on Nov 15, 2023
Breakeven Date Change • Oct 20Forecast breakeven date pushed back to 2024The 18 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 99% to 2023. The company is expected to make a profit of CN¥1.15b in 2024. Average annual earnings growth of 91% is required to achieve expected profit on schedule.
New Risk • Oct 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Breakeven Date Change • Aug 23Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.21b in 2024. Average annual earnings growth of 90% is required to achieve expected profit on schedule.
Breakeven Date Change • Aug 17Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 98% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 82% is required to achieve expected profit on schedule.
お知らせ • Aug 04JD Logistics, Inc. to Report First Half, 2023 Results on Aug 16, 2023JD Logistics, Inc. announced that they will report first half, 2023 results on Aug 16, 2023
Breakeven Date Change • Jul 13Forecast breakeven date pushed back to 2024The 16 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 100% to 2023. The company is expected to make a profit of CN¥1.23b in 2024. Average annual earnings growth of 78% is required to achieve expected profit on schedule.
お知らせ • Jun 27+ 1 more updateJD Logistics, Inc. Announces Executive ChangesThe board of directors of JD Logistics, Inc. announced the below changes to the Board. The Board announced that Mr. Yui Yu ("Mr. Yu") has tendered his resignation as Chief Executive Officer with effect from June 26, 2023 due to his personal health reasons. The Board announced that Mr. Wei Hu ("Mr. Hu") has been appointed as Chief Executive Officer with effect from June 26, 2023. Mr. Hu, aged 40, is responsible for the Company's overall strategic planning and business direction. Mr. Hu joined JD.com, Inc, and its subsidiaries and consolidated affiliated entities (the "JD Group") in January 2010 and served as JINGDONG Property, Inc.'s chief executive officer between April 2019 and June 2023. Mr. Hu has extensive experience in operations and management in the logistics industry. He has held multiple positions within JD Group and the Group, including the Group's general manager for Northern China region between December 2017 and March 2019, the general manager of southwest region at the logistics division of JD Group between May 2015 and November 2017, and the director of human resources at the logistics division of JD Group between January 2010 and April 2015. Mr. Hu has been a director of China Logistics Property Holdings Co. Ltd. (the "CNLP") since February 2022 and was CNLP's chairperson, executive director and chief executive officer between February and July 2022. Further, Mr. Hu was a non-executive director at ESR Group Limited from February 2021 to June 2023. Prior to joining JD Group, Mr. Hu served as manager of human resources at Chengdu Renrenle Commercial Co. Ltd. from November 2006 to January 2010. Mr. Hu received his bachelor's degree in land resources management education from Sichuan Agricultural University in June 2005, and received his master's degree in business administration from China Europe International Business School in November 2022.
Breakeven Date Change • May 19Forecast breakeven date moved forward to 2023The 16 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥7.27m in 2023. Earnings growth of 72% is required to achieve expected profit on schedule.
Breakeven Date Change • May 14Forecast breakeven date moved forward to 2023The 16 analysts covering JD Logistics previously expected the company to break even in 2024. New consensus forecast suggests the company will make a profit of CN¥86.0m in 2023. Earnings growth of 71% is required to achieve expected profit on schedule.
お知らせ • May 12JD Logistics, Inc. Announces Change of Chief Financial OfficerJD Logistics, Inc. announces that Mr. Su Shan () ("Mr. Shan") has tendered his resignation as the Chief Financial Officer of the Company with effect from May 11, 2023, since he will assume a new role in JD.com, Inc. and its subsidiaries and consolidated affiliated entities, excluding the Group (the "JD Group"). The Board announced that Mr. Hao Wu ("Mr. Wu") has been appointed as the Chief Financial Officer of the Company with effect from May 11, 2023. Mr. Wu, aged 36, joined JD Group in May 2014, and served as Internal Control Director, Risk Management Director, Head and Senior Director of Internal Audit Department of JD Group. Prior to that, Mr. Wu worked at Pactera Technology International Ltd. from July 2008 to May 2014, and served as Head of Internal Audit. Mr. Wu received a bachelor's degree in management from China University of Geosciences, and a master of business administration from Guanghua School of Management of Peking University. Mr. Wu has extensive experience in accounting, corporate finance, and risk management. The Board would like to express its warmest welcome to Mr. Wu on his new position in the Company.
Breakeven Date Change • Apr 27Forecast to breakeven in 2024The 16 analysts covering JD Logistics expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of CN¥1.17b in 2024. Average annual earnings growth of 71% is required to achieve expected profit on schedule.
Breakeven Date Change • Mar 13Forecast breakeven date pushed back to 2024The 17 analysts covering JD Logistics previously expected the company to break even in 2023. New consensus forecast suggests losses will reduce by 94% to 2023. The company is expected to make a profit of CN¥1.07b in 2024. Average annual earnings growth of 100% is required to achieve expected profit on schedule.
Reported Earnings • Mar 11Full year 2022 earnings released: CN¥0.23 loss per share (vs CN¥3.19 loss in FY 2021)Full year 2022 results: CN¥0.23 loss per share (improved from CN¥3.19 loss in FY 2021). Revenue: CN¥137.4b (up 31% from FY 2021). Net loss: CN¥1.40b (loss narrowed 91% from FY 2021). Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.4% decline forecast for the Logistics industry in Europe.
Board Change • Jan 03High number of new and inexperienced directorsThere are 6 new directors who have joined the board in the last 3 years. The company's board is composed of: 6 new directors. No experienced directors. 1 highly experienced director. Non-Executive Chairman Richard Liu is the most experienced director on the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.