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2021-08-23

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JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售超出预期</blockquote>

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Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.<blockquote>截至6月30日的第二季度，京东净收入增长约26%，达到2538亿元人民币（391.4亿美元）。根据Refinitiv的IBES数据，分析师此前预计营收为2492.7亿元。</blockquote> <a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">Q2 2021 JD.Com Inc Earnings Conference Call</a><blockquote><a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">2021年第二季度京东公司收益电话会议</a></blockquote> Second Quarter 2021 Highlights<blockquote>2021年第二季度亮点</blockquote> <ul> <li>Net revenues&nbsp;for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.</li> <li>Income from operations&nbsp;for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.Non-GAAP2income from operations&nbsp;for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 20203.</li> <li>Net incomeattributable to ordinary shareholders&nbsp;for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.Non-GAAP net incomeattributable to ordinary shareholders&nbsp;for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</li> <li>Diluted net income per ADS&nbsp;for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.Non-GAAP diluted net income per ADS&nbsp;for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.</li> <li>Operating cash flow&nbsp;for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.</li> <li>Annual active customer accounts4&nbsp;increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.</li> </ul> JD.com&nbsp;shares&nbsp;fell&nbsp;1.8%&nbsp;in premarket trading.<blockquote><ul><li>净收入2021年第二季度为人民币2,538亿元（1,393亿美元），较2020年第二季度增长26.2%。2021年第二季度净服务收入为人民币341亿元（53亿美元），较2020年第二季度增长49.2%。</li><li>营业收入2021年第二季度为人民币3.008亿元（4660万美元），而去年同期为人民币50亿元。非GAAP2运营收入2021年第二季度为人民币25亿元（4亿美元），而2020年第二季度为人民币56亿元。京东零售2021年第二季度未分配项目前营业利润率为2.6%，较2020年第二季度保持稳定3.</li><li>归属于普通股股东的净利润2021年第二季度为人民币7.943亿元（1.23亿美元），而去年同期为人民币164亿元。非公认会计准则归属于普通股股东的净利润2021年第二季度为人民币46亿元（7亿美元），而去年同期为人民币59亿元。</li><li>稀释后每股美国存托凭证净利润2021年第二季度为人民币0.50元（0.08美元），而2020年第二季度为人民币10.47元。非公认会计准则每股美国存托凭证摊薄净利润2021年第二季度为人民币2.90元（0.45美元），而去年同期为人民币3.51元。</li><li>经营现金流量截至2021年6月30日止十二个月的人民币263亿元增加至截至2021年6月30日止十二个月的人民币389亿元（60亿美元）。截至2021年6月30日止十二个月的自由现金流（不包括计入经营现金流的京东白条应收款项的影响）增至人民币319亿元（49亿美元），而截至2021年6月30日止十二个月为人民币227亿元。2020年。</li><li>年度活跃客户账户4由截至2020年6月30日止十二个月的4.174亿增加27.4%至截至2021年6月30日止十二个月的5.319亿。</li></ul>京东股价在盘前交易中下跌1.</blockquote> <img src=\"https://static.tigerbbs.com/0a2c969e7e956090e6edcd9fad738ba1\" tg-width=\"893\" tg-height=\"641\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Business Highlights<blockquote>业务亮点</blockquote> Environment, Social and Governance<blockquote>环境、社会及管治</blockquote> <ul> <li>In response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.</li> <li>On June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.</li> <li>In June, JD Logistics and P&amp;G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&amp;G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&amp;G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.</li> </ul> JD Retail<blockquote><ul><li>为应对河南省的严重洪灾，京东捐赠了20多辆卡车的救援物资和生活必需品，这些物资是从京东最近的仓库运来的。此外，京东健康开通24小时免费医疗咨询热线，捐赠消毒防疫医疗用品。此次紧急行动反映了该公司的长期政策，即立即从最近的京东仓库向灾区捐赠货物。京东零售还通过费用减免和额外保险帮助受影响地区的商家加快灾后恢复工作。</li><li>6月18日，京东发布了可持续发展报告，讨论了该公司在2018年至2020年通过环保物流、采购和设施创建低碳企业方面取得的成就。自2017年以来，京东逐步用新能源汽车取代传统燃油卡车，每年减少二氧化碳排放超过12万吨。</li><li>6月，京东物流与宝洁美容在南京外国语学校完成了一个由回收塑料瓶制成的环保足球场，标志着京东绿流倡议四周年的里程碑。去年，宝洁美妆作为战略合作伙伴加入京东物流的瓶子回收计划，在上海和广州回收塑料宝洁品牌产品。截至2021年6月，已有超过20,000个家庭参与了该计划。</li></ul>京东零售</blockquote> <ul> <li>JD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.</li> <li>LVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.</li> <li>Several internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.</li> </ul> JD Health<blockquote><ul><li>京东618大促战报亮眼。在6月1日至18日的18天销售中，超过236个品牌的销售额超过人民币1亿元。92%的区县、84%的小城镇订单请求当天或次日完成。全渠道也在618大促中发挥了不可或缺的作用，超过一千家数码和电脑商店支持按需消费和一小时送达服务。</li><li>路威酩轩集团在第二季度扩大了与京东的创新合作伙伴关系。LVMH旗下宝格丽品牌透过京东小应用程式，为顾客提供全新购物体验，包括精选珠宝及腕表在内的全套产品。这是宝格丽137年历史上首次与第三方在线零售商合作。LVMH集团旗下顶级奢侈男装时装屋Berluti亦于期内在京东设立首家全球官方旗舰店。</li><li>几个国际知名美容品牌最近在京东上推出了官方旗舰店，包括8月初LVMH集团的娇兰，以及7月份LVMH集团的纪梵希Beauty and Benefit，雅诗兰黛公司的雅诗兰黛、倩碧和Origins，以及欧莱雅的科颜氏。这些品牌的加入进一步丰富了京东美妆的优质产品套件，并通过京东物流提供的服务确保客户获得一流的购物体验。</li></ul>京东健康</blockquote> <ul> <li>As an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.</li> <li>In order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.</li> </ul> JD Logistics<blockquote><ul><li>作为医疗健康品牌拓展线上销售渠道、加速数字化的重要平台，二季度，京东健康与全球领先药企紧密合作。京东健康深化与优时比中国的合作，成为其优时比中国抗过敏药Zyrtec（盐酸西替利嗪片和滴剂）分销的战略合作伙伴。京东健康协助Zyrtec拓展和维护多个销售渠道，包括线上、线下中小型连锁药店以及个体药店。京东健康还正式上线阿斯利康直销旗舰店、赛诺菲直销旗舰店等品牌门店，以期为慢病患者提供更加便捷、专业的线上线下一体化医疗保健服务。</li><li>为解决某些特殊药品的供应链需求，第二季度，京东健康与京东物流合作，建立了覆盖全国12个省级行政区超100个城市的“冷链”能力。有了这样的能力，京东大药房才有能力将业务拓展到罕见病特药。礼来公司、诺华、赛诺菲等品牌的多款冷链产品通过京东大药房上市。</li></ul>京东物流</blockquote> <ul> <li>On May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.</li> <li>JD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.</li> <li>In June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.</li> <li>As of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.</li> </ul> Other Highlights<blockquote><ul><li>5月28日，京东物流在港交所主板成功上市，股票代码为“2618”。本次发行的所得款项净额（包括超额配股权）约为人民币230亿元。在香港上市后，京东物流将继续专注于发展其一体化供应链，包括升级和扩展其六大物流网络，开发先进技术用于其供应链解决方案和物流服务，拓展一体化解决方案的广度和深度，为客户提高供应链效率和用户体验，并降低运营成本。</li><li>京东物流进一步加强跨区域公路、铁路和航空货运网络，提升次日早达和次日达服务。截至2021年6月30日，京东物流拥有超过1,000条航空货运航线，并有能力利用超过300条铁路航线。在618大促期间，客户在中国200多个城市享受下单分钟送达服务。</li><li>6月，京东物流与小米有品在天津联合落地仓储配送中心，升级双方供应链合作。仓储中心将为其客户提供包括收集、分拣、仓储、包装、配送在内的一站式物流服务，覆盖所有品类的产品。</li><li>截至2021年6月30日，京东物流运营约1200个仓库，总建筑面积约2300万平方米，包括京东物流开放仓库平台下管理的云仓库的仓库空间。</li></ul>其他亮点</blockquote> <ul> <li>On June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&amp;D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.</li> </ul> Operational Metrics Update<blockquote><ul><li>6月18日，二手电子交易和服务平台爱回收在纽交所正式挂牌上市，股票代码为“RERE”。京东上市后持股比例约为33.4%。根据京东与爱回收签署的合作伙伴协议，两家公司将在用户流量、营销、研发、销售和渠道佣金、供应链和物流、客户服务和售后服务等领域展开合作。</li></ul>运营指标更新</blockquote> <ul> <li>As of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.</li> </ul> Second Quarter 2021 Financial Results<blockquote><ul><li>截至2021年6月30日，京东拥有超过32万名员工，不包括兼职和实习生。</li></ul>2021年第二季度财务业绩</blockquote> Net Revenues.&nbsp;For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.<blockquote>净收入。2021年第二季度，京东报告净收入为人民币2538亿元（393亿美元），较2020年同期增长26.2%。与2020年同期相比，2021年第二季度产品净收入增长23.3%，服务净收入增长49.2%。</blockquote> Cost of Revenues.Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.<blockquote>收入成本.收入成本从2020年第二季度的人民币1,724亿元增长28.8%至2021年第二季度的人民币2,221亿元（344亿美元）。</blockquote> Fulfillment Expenses.Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.<blockquote>履行费用.履约费用主要包括采购、仓储、交付、客户服务和支付处理费用，从2020年第二季度的人民币120亿元增长22.5%至2021年第二季度的人民币146亿元（23亿美元）。2021年第二季度履行费用占净收入的百分比为5.8%，而去年同期为5.9%。</blockquote> Marketing Expenses.Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.<blockquote>营销费用.营销费用从2020年第二季度的人民币68亿元增长56.0%至2021年第二季度的人民币106亿元（16亿美元）。</blockquote> Research and Development Expenses.Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.<blockquote>研发费用.2021年第二季度的研发费用为人民币37亿元（6亿美元），而2020年第二季度为人民币36亿元。</blockquote> General and Administrative Expenses.&nbsp;General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.<blockquote>一般及行政开支.一般及行政费用从2020年第二季度的人民币14亿元增长80.0%至2021年第二季度的人民币26亿元（4亿美元）。该增加主要由于以股份为基础的薪酬开支增加所致。</blockquote> Income from Operations and Non-GAAP Income from Operations.Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.<blockquote>运营收入和非公认会计准则运营收入。2021年第二季度营业收入为人民币3.008亿元（4660万美元），而去年同期为人民币50亿元。2021年第二季度非GAAP运营收入为25亿元人民币（4亿美元），而2020年第二季度非GAAP运营收入为56亿元人民币。京东零售2021年第二季度未分配项目前的营业利润率为2.6%，与2020年第二季度相比保持稳定。</blockquote> Non-GAAP EBITDAfor the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.<blockquote>非公认会计准则EBITDA2021年第二季度为人民币37亿元（6亿美元），而2020年第二季度为人民币69亿元。</blockquote> Share of Results of Equity Investees.&nbsp;Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.<blockquote>应佔权益被投资方业绩。2021年第二季度股权投资公司业绩份额收入为人民币5.228亿元（8100万美元），而2020年第二季度收入为人民币40亿元。大幅减少主要是由于达达集团于2020年第二季度首次公开发售后确认的一次性摊薄收益人民币41亿元。</blockquote> Net IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.<blockquote>归属于普通股股东的净利润和非公认会计准则归属于普通股股东的净利润。2021年第二季度归属于普通股股东的净利润为人民币7.943亿元（1.23亿美元），而去年同期为人民币164亿元。2021年第二季度非公认会计准则归属于普通股股东的净利润为人民币46亿元（7亿美元），而去年同期为人民币59亿元。</blockquote> Diluted EPS and Non-GAAP Diluted EPS.Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.<blockquote>稀释每股收益和非公认会计准则稀释每股收益。2021年第二季度每股美国存托凭证摊薄净利润为人民币0.50元（0.08美元），而2020年第二季度为人民币10.47元。2021年第二季度非公认会计准则摊薄后每股美国存托凭证净利润为人民币2.90元（0.45美元），而2020年第二季度为人民币3.51元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD.com beats second-quarter sales estimates<blockquote>京东第二季度销售超出预期</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD.com beats second-quarter sales estimates<blockquote>京东第二季度销售超出预期</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nTiger Newspress \n2021-08-23 18:06\n</div>\n</a>\n</h4>\n</header>\n<article>\nChinese e-commerce platform JD.com Inc&nbsp;on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.<blockquote>受COVID-19大流行引发的强劲在线购物需求提振，中国电子商务平台京东公司周一的季度收入超出了分析师的预期。</blockquote> Net revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.<blockquote>截至6月30日的第二季度，京东净收入增长约26%，达到2538亿元人民币（391.4亿美元）。根据Refinitiv的IBES数据，分析师此前预计营收为2492.7亿元。</blockquote> <a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">Q2 2021 JD.Com Inc Earnings Conference Call</a><blockquote><a href=\"https://www.laohu8.com/live/16296945283683?invite=33333\" target=\"_blank\">2021年第二季度京东公司收益电话会议</a></blockquote> Second Quarter 2021 Highlights<blockquote>2021年第二季度亮点</blockquote> <ul> <li>Net revenues&nbsp;for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.</li> <li>Income from operations&nbsp;for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.Non-GAAP2income from operations&nbsp;for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 20203.</li> <li>Net incomeattributable to ordinary shareholders&nbsp;for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.Non-GAAP net incomeattributable to ordinary shareholders&nbsp;for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.</li> <li>Diluted net income per ADS&nbsp;for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.Non-GAAP diluted net income per ADS&nbsp;for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.</li> <li>Operating cash flow&nbsp;for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.</li> <li>Annual active customer accounts4&nbsp;increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.</li> </ul> JD.com&nbsp;shares&nbsp;fell&nbsp;1.8%&nbsp;in premarket trading.<blockquote><ul><li>净收入2021年第二季度为人民币2,538亿元（1,393亿美元），较2020年第二季度增长26.2%。2021年第二季度净服务收入为人民币341亿元（53亿美元），较2020年第二季度增长49.2%。</li><li>营业收入2021年第二季度为人民币3.008亿元（4660万美元），而去年同期为人民币50亿元。非GAAP2运营收入2021年第二季度为人民币25亿元（4亿美元），而2020年第二季度为人民币56亿元。京东零售2021年第二季度未分配项目前营业利润率为2.6%，较2020年第二季度保持稳定3.</li><li>归属于普通股股东的净利润2021年第二季度为人民币7.943亿元（1.23亿美元），而去年同期为人民币164亿元。非公认会计准则归属于普通股股东的净利润2021年第二季度为人民币46亿元（7亿美元），而去年同期为人民币59亿元。</li><li>稀释后每股美国存托凭证净利润2021年第二季度为人民币0.50元（0.08美元），而2020年第二季度为人民币10.47元。非公认会计准则每股美国存托凭证摊薄净利润2021年第二季度为人民币2.90元（0.45美元），而去年同期为人民币3.51元。</li><li>经营现金流量截至2021年6月30日止十二个月的人民币263亿元增加至截至2021年6月30日止十二个月的人民币389亿元（60亿美元）。截至2021年6月30日止十二个月的自由现金流（不包括计入经营现金流的京东白条应收款项的影响）增至人民币319亿元（49亿美元），而截至2021年6月30日止十二个月为人民币227亿元。2020年。</li><li>年度活跃客户账户4由截至2020年6月30日止十二个月的4.174亿增加27.4%至截至2021年6月30日止十二个月的5.319亿。</li></ul>京东股价在盘前交易中下跌1.</blockquote> <img src=\"https://static.tigerbbs.com/0a2c969e7e956090e6edcd9fad738ba1\" tg-width=\"893\" tg-height=\"641\" referrerpolicy=\"no-referrer\"><blockquote></blockquote> Business Highlights<blockquote>业务亮点</blockquote> Environment, Social and Governance<blockquote>环境、社会及管治</blockquote> <ul> <li>In response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.</li> <li>On June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.</li> <li>In June, JD Logistics and P&amp;G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&amp;G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&amp;G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.</li> </ul> JD Retail<blockquote><ul><li>为应对河南省的严重洪灾，京东捐赠了20多辆卡车的救援物资和生活必需品，这些物资是从京东最近的仓库运来的。此外，京东健康开通24小时免费医疗咨询热线，捐赠消毒防疫医疗用品。此次紧急行动反映了该公司的长期政策，即立即从最近的京东仓库向灾区捐赠货物。京东零售还通过费用减免和额外保险帮助受影响地区的商家加快灾后恢复工作。</li><li>6月18日，京东发布了可持续发展报告，讨论了该公司在2018年至2020年通过环保物流、采购和设施创建低碳企业方面取得的成就。自2017年以来，京东逐步用新能源汽车取代传统燃油卡车，每年减少二氧化碳排放超过12万吨。</li><li>6月，京东物流与宝洁美容在南京外国语学校完成了一个由回收塑料瓶制成的环保足球场，标志着京东绿流倡议四周年的里程碑。去年，宝洁美妆作为战略合作伙伴加入京东物流的瓶子回收计划，在上海和广州回收塑料宝洁品牌产品。截至2021年6月，已有超过20,000个家庭参与了该计划。</li></ul>京东零售</blockquote> <ul> <li>JD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.</li> <li>LVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.</li> <li>Several internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.</li> </ul> JD Health<blockquote><ul><li>京东618大促战报亮眼。在6月1日至18日的18天销售中，超过236个品牌的销售额超过人民币1亿元。92%的区县、84%的小城镇订单请求当天或次日完成。全渠道也在618大促中发挥了不可或缺的作用，超过一千家数码和电脑商店支持按需消费和一小时送达服务。</li><li>路威酩轩集团在第二季度扩大了与京东的创新合作伙伴关系。LVMH旗下宝格丽品牌透过京东小应用程式，为顾客提供全新购物体验，包括精选珠宝及腕表在内的全套产品。这是宝格丽137年历史上首次与第三方在线零售商合作。LVMH集团旗下顶级奢侈男装时装屋Berluti亦于期内在京东设立首家全球官方旗舰店。</li><li>几个国际知名美容品牌最近在京东上推出了官方旗舰店，包括8月初LVMH集团的娇兰，以及7月份LVMH集团的纪梵希Beauty and Benefit，雅诗兰黛公司的雅诗兰黛、倩碧和Origins，以及欧莱雅的科颜氏。这些品牌的加入进一步丰富了京东美妆的优质产品套件，并通过京东物流提供的服务确保客户获得一流的购物体验。</li></ul>京东健康</blockquote> <ul> <li>As an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.</li> <li>In order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.</li> </ul> JD Logistics<blockquote><ul><li>作为医疗健康品牌拓展线上销售渠道、加速数字化的重要平台，二季度，京东健康与全球领先药企紧密合作。京东健康深化与优时比中国的合作，成为其优时比中国抗过敏药Zyrtec（盐酸西替利嗪片和滴剂）分销的战略合作伙伴。京东健康协助Zyrtec拓展和维护多个销售渠道，包括线上、线下中小型连锁药店以及个体药店。京东健康还正式上线阿斯利康直销旗舰店、赛诺菲直销旗舰店等品牌门店，以期为慢病患者提供更加便捷、专业的线上线下一体化医疗保健服务。</li><li>为解决某些特殊药品的供应链需求，第二季度，京东健康与京东物流合作，建立了覆盖全国12个省级行政区超100个城市的“冷链”能力。有了这样的能力，京东大药房才有能力将业务拓展到罕见病特药。礼来公司、诺华、赛诺菲等品牌的多款冷链产品通过京东大药房上市。</li></ul>京东物流</blockquote> <ul> <li>On May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.</li> <li>JD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.</li> <li>In June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.</li> <li>As of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.</li> </ul> Other Highlights<blockquote><ul><li>5月28日，京东物流在港交所主板成功上市，股票代码为“2618”。本次发行的所得款项净额（包括超额配股权）约为人民币230亿元。在香港上市后，京东物流将继续专注于发展其一体化供应链，包括升级和扩展其六大物流网络，开发先进技术用于其供应链解决方案和物流服务，拓展一体化解决方案的广度和深度，为客户提高供应链效率和用户体验，并降低运营成本。</li><li>京东物流进一步加强跨区域公路、铁路和航空货运网络，提升次日早达和次日达服务。截至2021年6月30日，京东物流拥有超过1,000条航空货运航线，并有能力利用超过300条铁路航线。在618大促期间，客户在中国200多个城市享受下单分钟送达服务。</li><li>6月，京东物流与小米有品在天津联合落地仓储配送中心，升级双方供应链合作。仓储中心将为其客户提供包括收集、分拣、仓储、包装、配送在内的一站式物流服务，覆盖所有品类的产品。</li><li>截至2021年6月30日，京东物流运营约1200个仓库，总建筑面积约2300万平方米，包括京东物流开放仓库平台下管理的云仓库的仓库空间。</li></ul>其他亮点</blockquote> <ul> <li>On June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&amp;D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.</li> </ul> Operational Metrics Update<blockquote><ul><li>6月18日，二手电子交易和服务平台爱回收在纽交所正式挂牌上市，股票代码为“RERE”。京东上市后持股比例约为33.4%。根据京东与爱回收签署的合作伙伴协议，两家公司将在用户流量、营销、研发、销售和渠道佣金、供应链和物流、客户服务和售后服务等领域展开合作。</li></ul>运营指标更新</blockquote> <ul> <li>As of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.</li> </ul> Second Quarter 2021 Financial Results<blockquote><ul><li>截至2021年6月30日，京东拥有超过32万名员工，不包括兼职和实习生。</li></ul>2021年第二季度财务业绩</blockquote> Net Revenues.&nbsp;For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.<blockquote>净收入。2021年第二季度，京东报告净收入为人民币2538亿元（393亿美元），较2020年同期增长26.2%。与2020年同期相比，2021年第二季度产品净收入增长23.3%，服务净收入增长49.2%。</blockquote> Cost of Revenues.Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.<blockquote>收入成本.收入成本从2020年第二季度的人民币1,724亿元增长28.8%至2021年第二季度的人民币2,221亿元（344亿美元）。</blockquote> Fulfillment Expenses.Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.<blockquote>履行费用.履约费用主要包括采购、仓储、交付、客户服务和支付处理费用，从2020年第二季度的人民币120亿元增长22.5%至2021年第二季度的人民币146亿元（23亿美元）。2021年第二季度履行费用占净收入的百分比为5.8%，而去年同期为5.9%。</blockquote> Marketing Expenses.Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.<blockquote>营销费用.营销费用从2020年第二季度的人民币68亿元增长56.0%至2021年第二季度的人民币106亿元（16亿美元）。</blockquote> Research and Development Expenses.Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.<blockquote>研发费用.2021年第二季度的研发费用为人民币37亿元（6亿美元），而2020年第二季度为人民币36亿元。</blockquote> General and Administrative Expenses.&nbsp;General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.<blockquote>一般及行政开支.一般及行政费用从2020年第二季度的人民币14亿元增长80.0%至2021年第二季度的人民币26亿元（4亿美元）。该增加主要由于以股份为基础的薪酬开支增加所致。</blockquote> Income from Operations and Non-GAAP Income from Operations.Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.<blockquote>运营收入和非公认会计准则运营收入。2021年第二季度营业收入为人民币3.008亿元（4660万美元），而去年同期为人民币50亿元。2021年第二季度非GAAP运营收入为25亿元人民币（4亿美元），而2020年第二季度非GAAP运营收入为56亿元人民币。京东零售2021年第二季度未分配项目前的营业利润率为2.6%，与2020年第二季度相比保持稳定。</blockquote> Non-GAAP EBITDAfor the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.<blockquote>非公认会计准则EBITDA2021年第二季度为人民币37亿元（6亿美元），而2020年第二季度为人民币69亿元。</blockquote> Share of Results of Equity Investees.&nbsp;Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.<blockquote>应佔权益被投资方业绩。2021年第二季度股权投资公司业绩份额收入为人民币5.228亿元（8100万美元），而2020年第二季度收入为人民币40亿元。大幅减少主要是由于达达集团于2020年第二季度首次公开发售后确认的一次性摊薄收益人民币41亿元。</blockquote> Net IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.<blockquote>归属于普通股股东的净利润和非公认会计准则归属于普通股股东的净利润。2021年第二季度归属于普通股股东的净利润为人民币7.943亿元（1.23亿美元），而去年同期为人民币164亿元。2021年第二季度非公认会计准则归属于普通股股东的净利润为人民币46亿元（7亿美元），而去年同期为人民币59亿元。</blockquote> Diluted EPS and Non-GAAP Diluted EPS.Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.<blockquote>稀释每股收益和非公认会计准则稀释每股收益。2021年第二季度每股美国存托凭证摊薄净利润为人民币0.50元（0.08美元），而2020年第二季度为人民币10.47元。2021年第二季度非公认会计准则摊薄后每股美国存托凭证净利润为人民币2.90元（0.45美元），而2020年第二季度为人民币3.51元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167336009","content_text":"Chinese e-commerce platform JD.com Inc on Monday beat analysts' expectations for quarterly revenue, boosted by strong demand for online shopping triggered by the COVID-19 pandemic.\nNet revenue at JD.com rose about 26% to 253.8 billion yuan ($39.14 billion) in the second quarter ended June 30. Analysts had expected revenue of 249.27 billion yuan, according to IBES data from Refinitiv.\nQ2 2021 JD.Com Inc Earnings Conference Call\nSecond Quarter 2021 Highlights\n\nNet revenues for the second quarter of 2021 were RMB253.8 billion (US$139.3 billion), an increase of 26.2% from the second quarter of 2020. Net service revenues for the second quarter of 2021 were RMB34.1 billion (US$5.3 billion), an increase of 49.2% from the second quarter of 2020.\nIncome from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year.Non-GAAP2income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 20203.\nNet incomeattributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year.Non-GAAP net incomeattributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.\nDiluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020.Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the same period last year.\nOperating cash flow for the twelve months ended June 30, 2021 increased to RMB38.9 billion (US$6.0 billion) from RMB26.3 billion for the twelve months ended June 30, 2020. Free cash flow, which excludes the impact from JD Baitiao receivables included in the operating cash flow, for the twelve months ended June 30, 2021 increased to RMB31.9 billion (US$4.9 billion), compared to RMB22.7 billion for the twelve months ended June 30, 2020.\nAnnual active customer accounts4 increased by 27.4% to 531.9 million in the twelve months ended June 30, 2021 from 417.4 million in the twelve months ended June 30, 2020.\n\nJD.com shares fell 1.8% in premarket trading.\n\nBusiness Highlights\nEnvironment, Social and Governance\n\nIn response to the severe flooding in the central China province of Henan, JD.com donated over 20 truckloads of rescue supplies and daily necessities dispatched from JD.com’s closest warehouse. Furthermore, JD Health opened a free 24-hour hotline for medical consultation and donated healthcare supplies for disinfection and epidemic prevention. The emergency efforts reflect the company’s longstanding policy of immediately donating goods to disaster areas from the nearest JD.com’s warehouse. JD Retail also assisted merchants in the affected regions through fee relief and additional insurance to accelerate the disaster recovery effort.\nOn June 18, JD.com published its Sustainability Report discussing the company’s achievements from 2018 to 2020 in creating a low-carbon enterprise through environmentally friendly logistics, procurement and facilities. Since 2017, JD.com has been gradually replacing traditional fuel-combustion trucks with new energy vehicles reducing carbon dioxide emissions by more than 120,000 tons each year.\nIn June, JD Logistics and P&G Beauty completed an environmentally friendly soccer field made from recycled plastic bottles at the Nanjing Foreign Language School, representing a milestone for JD.com’s Green Stream Initiative on its 4th anniversary. Last year, P&G Beauty joined JD Logistics’s bottle recycling program as a strategic partner to recycle plastic P&G brand products in Shanghai and Guangzhou. As of June 2021, over 20,000 families have participated in the program.\n\nJD Retail\n\nJD.com’s 618 Grand Promotion reported outstanding results. During the 18-day sale from June 1 to 18, over 236 brands achieved sales of over RMB100 million. Order requests from 92% of districts and counties and 84% of small towns were fulfilled on the same or next day. Omni-channel also played an integral part in the 618 Grand Promotion with over one thousand digital and computer stores supporting on-demand consumption and one-hour delivery service.\nLVMH group expanded its innovative partnerships with JD.com in the second quarter. Leveraging the JD.com mini-app, LVMH’s BVLGARI brand provided customers with a new shopping experience featuring a full suite of products including selected jewelry and watches. This represents the first time BVLGARI has collaborated with a third-party online retailer in its history of 137 years. Berluti, the top luxury menswear fashion house under the LVMH group, also established its first official global flagship store on JD.com during the period.\nSeveral internationally renowned beauty brands recently launched official flagship stores on JD.com including LVMH Group’s Guerlain in early August, as well as LVMH Group’s Givenchy Beauty and Benefit, Estee Lauder Companies’ Estee Lauder, Clinique and Origins, and L’Oreal's Kiehl's in July. The addition of these brands further enriches JD Beauty's high-quality product suite and ensures a best-of-class shopping experience for customers with services provided by JD Logistics.\n\nJD Health\n\nAs an important platform for healthcare brands to expand online sales channels and accelerate digitalization, in the second quarter, JD Health closely cooperated with leading global pharmaceutical companies. JD Health deepened its cooperation with UCB China and became its strategic partner for the distribution of UCB China’s anti-allergic drug Zyrtec (cetirizine hydrochloride tablet and drops). JD Health facilitated the expansion and maintenance of multiple sales channels for Zyrtec including online, offline small and medium sized chain pharmacies as well as individual pharmacies. JD Health also officially launched the AstraZeneca direct sales flagship store, Sanofi direct sales flagship store and other brand stores in order to provide more convenient and professional online and offline integrated healthcare services to patients with chronic diseases.\nIn order to address the need for supply chains for certain special drugs, in the second quarter, JD Health partnered with JD Logistics to establish “cold chain” capabilities covering over 100 cities in 12 provincial-level administrative regions across China. With such capabilities, JD Pharmacy is able to expand its business into special drugs for rare diseases. A number of cold chain products from Eli Lilly and Company, Novartis, Sanofi and other brands became available through JD Pharmacy.\n\nJD Logistics\n\nOn May 28, JD Logistics successfully listed on the Main Board of the Hong Kong Stock Exchange under the stock code “2618”. Net proceeds from this offering, including the over-allotment options, amounted to approximately RMB23.0 billion. After listing in Hong Kong, JD Logistics will continue to focus on developing its integrated supply chain, including upgrading and expanding its six logistics networks, developing advanced technologies to be used in its supply chain solutions and logistics services, expanding the breadth and depth of integrated solutions, improving supply chain efficiency and user experience for customers, and reducing operating costs.\nJD Logistics further strengthened its cross regional highway, railway and air cargo network to enhance its next-morning and next-day delivery service. As of June 30, 2021, JD Logistics had over 1,000 air cargo routes and the ability to utilize over 300 railway routes. During the 618 Grand Promotion, customers enjoyed delivery service within minutes of order placement in over 200 cities in China.\nIn June, JD Logistics and Xiaomi Youpin jointly launched a warehousing and distribution center in Tianjin, upgrading the supply chain cooperation between the two parties. The warehousing center will provide one-stop logistics services including collection, sorting, warehousing, packaging, and distribution, covering all categories of products for its customers.\nAs of June 30, 2021, JD Logistics operated approximately 1,200 warehouses, which covered an aggregate gross floor area of approximately 23 million square meters, including warehouse space of cloud warehouses managed under the JD Logistics Open Warehouse Platform.\n\nOther Highlights\n\nOn June 18, AiHuiShou, a secondhand electronics transactions and services platform, was officially listed on the New York Stock Exchange under the stock ticker “RERE”. JD.com’s ownership ratio was approximately 33.4% after listing. According to the partnership agreement signed between JD.com and AiHuiShou, the two companies will cooperate in the areas of user traffic, marketing, R&D, sales and channel commissions, supply chain and logistics, customer service and after-sales service.\n\nOperational Metrics Update\n\nAs of June 30, 2021, JD.com had over 320,000 employees, excluding part-time and interns.\n\nSecond Quarter 2021 Financial Results\nNet Revenues. For the second quarter of 2021, JD.com reported net revenues of RMB253.8 billion (US$39.3 billion), representing a 26.2% increase from the same period in 2020. Net product revenues increased by 23.3%, while net service revenues increased by 49.2% for the second quarter of 2021, as compared to the same period of 2020.\nCost of Revenues.Cost of revenues increased by 28.8% to RMB222.1 billion (US$34.4 billion) for the second quarter of 2021 from RMB172.4 billion for the second quarter of 2020.\nFulfillment Expenses.Fulfillment expenses, which primarily include procurement, warehousing, delivery, customer service and payment processing expenses, increased by 22.5% to RMB14.6 billion (US$2.3 billion) for the second quarter of 2021 from RMB12.0 billion for the second quarter of 2020. Fulfillment expenses as a percentage of net revenues was 5.8% for the second quarter of 2021, compared to 5.9% for the same period last year.\nMarketing Expenses.Marketing expenses increased by 56.0% to RMB10.6 billion (US$1.6 billion) for the second quarter of 2021 from RMB6.8 billion for the second quarter of 2020.\nResearch and Development Expenses.Research and development expenses was RMB3.7 billion (US$0.6 billion) for the second quarter of 2021, as compared to RMB3.6 billion for the second quarter of 2020.\nGeneral and Administrative Expenses. General and administrative expenses increased by 80.0% to RMB2.6 billion (US$0.4 billion) for the second quarter of 2021 from RMB1.4 billion for the second quarter of 2020. The increase was primarily due to the increase in share-based compensation expenses.\nIncome from Operations and Non-GAAP Income from Operations.Income from operations for the second quarter of 2021 was RMB300.8 million (US$46.6 million), compared to RMB5.0 billion for the same period last year. Non-GAAP income from operations for the second quarter of 2021 was RMB2.5 billion (US$0.4 billion), compared to non-GAAP income from operations of RMB5.6 billion for the second quarter of 2020. Operating margin of JD Retail before unallocated items for the second quarter of 2021 was 2.6%, remained stable compared with the second quarter of 2020.\nNon-GAAP EBITDAfor the second quarter of 2021 was RMB3.7 billion (US$0.6 billion), compared to RMB6.9 billion for the second quarter of 2020.\nShare of Results of Equity Investees. Share of results of equity investees was an income of RMB522.8 million (US$81.0 million) for the second quarter of 2021, as compared to an income of RMB4.0 billion for the second quarter of 2020. The substantial decrease was primarily due to a one-off dilution gain of RMB4.1 billion recognized upon the IPO of Dada Group during the second quarter of 2020.\nNet IncomeAttributable to Ordinary Shareholdersand Non-GAAP Net IncomeAttributable to Ordinary Shareholders.Net income attributable to ordinary shareholders for the second quarter of 2021 was RMB794.3 million (US$123.0 million), compared to RMB16.4 billion for the same period last year. Non-GAAP net income attributable to ordinary shareholders for the second quarter of 2021 was RMB4.6 billion (US$0.7 billion), compared to RMB5.9 billion for the same period last year.\nDiluted EPS and Non-GAAP Diluted EPS.Diluted net income per ADS for the second quarter of 2021 was RMB0.50 (US$0.08), compared to RMB10.47 for the second quarter of 2020. Non-GAAP diluted net income per ADS for the second quarter of 2021 was RMB2.90 (US$0.45), compared to RMB3.51 for the second quarter of 2020.","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9}},"isVote":1,"tweetType":1,"viewCount":532,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/835267622"}