View ValuationJD Logistics 향후 성장Future 기준 점검 2/6JD Logistics (는) 각각 연간 13.2% 및 9.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 13.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.9% 로 예상됩니다.핵심 정보13.2%이익 성장률13.19%EPS 성장률Logistics 이익 성장16.0%매출 성장률9.7%향후 자기자본이익률14.95%애널리스트 커버리지Good마지막 업데이트04 May 2026최근 향후 성장 업데이트Breakeven 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.모든 업데이트 보기Recent updates공지 • 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, 2026공지 • 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, 2026공지 • 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, 2025공지 • 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, 2025공지 • 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 China공지 • 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, 2025공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.이익 및 매출 성장 예측DB:822 - 애널리스트 향후 추정치 및 과거 재무 데이터 (CNY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028311,89411,02314,54226,0331412/31/2027288,2069,85313,73625,5481912/31/2026263,3578,54813,74224,1181912/31/2025217,1476,64711,84518,765N/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/A12/31/201949,848-2,2348742,630N/A12/31/201837,873-2,765N/A1,022N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 822 의 연간 예상 수익 증가율(13.2%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 822 의 연간 수익(13.2%)이 German 시장(16.9%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 822 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 822 의 수익(연간 9.7%)이 German 시장(연간 6.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 822 의 수익(연간 9.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 822의 자본 수익률은 3년 후 14.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/11 05:53종가2026/05/08 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스JD Logistics, Inc.는 31명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Cherry LeungBernsteinFan TsoBofA Global ResearchQibin FengChina International Capital Corporation Limited28명의 분석가 더 보기
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.
공지 • 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
공지 • 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
공지 • 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
공지 • 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
공지 • 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
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.