京东物流2024中期报告

JD Logistics, Inc. (A company incorporated in the Cayman Islands with limited liability) 2024Interim Report 5 13 23 37 38 39 40 42 43 45 PO Box 309Ugland HouseGrand Cayman, KY1-1104Cayman Islands 頴202481520246282024628 20B8 頴20248152024815 302 202462820246282024628 33191901 頴2024815202462820246282024815 Maples and Calder (Hong Kong) LLP Maples Fund Services (Cayman) LimitedP.O. Box 1093Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 18317M 2618 https://ir.jdl.com 1. 2024630 2024物流202486311.0%59911.2%69.4%2023 2024312,631.2% 3C2024 2024418154 202464,3795.9%202423.9 18 2024物 流 20246304,000 20246301,6001.934 202441815464,3795.9%23.9 3C 2024 202420%23% 2024B2BB2C 2024 202444514.5% 20231 2024 4 2024 20243C SCEMP (Supply Chain Emission Management Platform)100ISO14064SCEMP2024625 20244TheInstitute for Operations Research and the Management Sciences 20246304,0002,000 20246301,6002,0003,200 20246303042 2024630520242,0006002,000 20246120246307 2024630341.933300 2024630200200400 20246301,800 2024630604020246303030 630100100 2024202463018 202442023(ESG) 20242,0002 2024630860 2024815 20246302023630 20246302023630 202363077811.0%2024863 20236303897.6%2024418(i)(ii)202363060,792202464,3792024630238,9672023246,548 202363038914.5%2024445 (i)(ii) 20236307277.1%202477993.5%3.490.2%(i)(ii)(iii) 202363026014.9%2024299 20246302023285280 202463020236664 202463020232119 20246302023107105 20236305020248520236306.5%20249.8% 20236302418.1%202428 20231718 202463020231717 2023630441.034.0%2024591.0(i)2023630140.1202412.6(ii)202463088.8 2024630262023520236302024 EBITDA 1.2.3.4. EBITDA 63020242023 1.2.3.4.EBITDA 2024630 2024630421 202463014202321741842 20246307426(i)3921(ii)6(iii)154 2023630435(i)37195(ii)98 202463074038187614 20236307387211847 2024630603730513 20236303737336544 202463015.4% 2024630 202463020246305% 2024630 2024630 2024630335202329513.6% 2024630238.9 2024630 202463078 2024630XV352 1.20246306,622,181,7722.600,0013,063,9413.49,593,3544.Jingdong Technology Group Corporation4,192,271,100JD.com2024630JD.com71.5%5.88,9626.頴35,712頴2024815 7.14,8128.14,8129.96,52510.(L) (i)JD.comJD.comJD.comXVXV51112(ii)5A41(4)45XV 2024630JD.comAB 20246302,934,703,449JD.com JD.com60JD.com #AB 1.(i) Max Smart Limited22,974,550A20246306014,400,000A(ii) Max Smart Limited305,630,780BMax Smart LimitedFortune Rising Holdings Limited17,442,072B(2) 2.Fortune Rising Holdings Limited17,442,072BFortune Rising Holdings Limited(3)Fortune Rising Holdings Limited 2024630JD.comJD.com 1.(i)JD.com26,608(ii)JD.comJD.com13,3362.JD Jiankang Limited2,149,253,732JD Jiankang LimitedJD.com2024630JD.com71.5%3.26,521,2594.3,474,283,0582024630JD.com74.96%2024630JD.com71.5%5.(L) 2024630XV352 2024630336 1.20246 306,622,181,772 2.Jingdong Technology Group CorporationJD.comJD.comJingdong Technology Group Corporation4,192,271,1003.Perfect Match LimitedJungle Den Limited Jazz Dream LimitedMille Stelle Limited510,353,640TCT (BVI) LimitedTCT (BVI) Limited4.(L)5.336 2024630336 202311 31,602,4600.48% 1. 609,160,76710% 2024112024630609,160,767609,160,767 609,160,7673% 202411519,696,15632,562,9476,203,0192024630493,336,228 609,160,76710% 202411280,860,76714,000,0002024630266,860,767 3.20231231202312 3120224 1202341202310114,971,87524,331,1947,830,81120244120224 1202341202310175,000207,00072,500202341202310120244 120246 3020224 120234120231019,071,20417,553,4707,154,393 (a)(b) 1.2.3.頴20248 15 22,94520245165,30320245202451612362024516 2024630 2022325150,500,000Jingdong Technology Group Corporation261,400,0002022412022526 6,924202232520224120225262022425 202451671220245202451612242024516 2024630 2024630 C1 3.21頴2024815頴 2024630 20246302410 2024630 202391 *0.6 * 10.0 255.2202391 5% (i)5%50%5% (ii)5% 13.51(B)(1) 1.20246282.20246283.20246284.頴20248155.20248156.2024815 13.51(B)(1) 2024630 京 東 物 流 3875京 東 物 流2024630343434 2410 34 2024815 1. 1.1 京 東 物 流20121 Jingdong Technology Group CorporationJD.com, Inc.JD.com, Inc.JD.com, Inc. 2021528 20246302024630 1.2 3434 20231231202442620232023 2. 2.1 202411 2.2 3. 2023 4. 5. 7. 8. 10. 11. 12. 20236302023630 13. (a)(b)(c)(d)(e)(f)(g)(h)2,224.220236302,019.5 14. 11020236301103,385.120236303,711.23,327.720236303,560.1 15. 1 28.1 15. 28.1 20246302.3%5.6%202312312.7%5.6%28.1 16. 44.22023630331.55.6202363032.3 1 16. 28.1 17. 30180 19. 202420236301,000,00040,000,000,0000.000025 *1,000 1.Jungle Den LimitedJazz Dream LimitedPerfect Match Limited Mille Stelle Limited2114,000,0000.00002520236307,100,0000.000025 2. 21. 21.121.2 21. 21.1 201612312016202520211231 21. 21.1 JD.com, Inc. 21.2 20183312024630598,847,916 20215102024630609,160,767 21. 21.2 20215102024630609,160,767 (a) 2024630208,111,646 4,375,41720236304,675,5638.57202363013.94 21. 21.2 21. 21.2 (a) 2024630885,31020231231634,983 (b) 2024630 21. 21.2 (c)