In a compelling demonstration of strategic foresight and operational excellence, JD Logistics has unveiled impressive financial figures for the first half of 2025. The company's steadfast commitment to enhancing its integrated supply chain solutions and broadening its customer base has resulted in remarkable revenue and profit growth. This performance not only underscores the company's resilience but also highlights the significant opportunities arising from the dynamic Chinese market and its burgeoning global expansion.
\nJD Logistics Achieves Stellar Growth and Global Reach in First Half of 2025
\nDuring the initial six months of 2025, JD Logistics experienced a significant financial uplift, with total revenue reaching an impressive 98.5 billion yuan (approximately $13.7 billion). This substantial 14.1% year-over-year increase was primarily propelled by the vibrant expansion of its integrated supply chain (ISC) solutions. ISC solutions alone contributed 50.1 billion yuan, accounting for over half of the company's total revenue, marking a robust 19.9% annual increase.
\nThe company's strategic focus on diversifying its client portfolio beyond its parent entity, JD.com, has proven highly successful. The external ISC customer base witnessed a healthy 14.5% growth, now serving 73,713 distinct entities. Concurrently, the average revenue generated from each external ISC client escalated to approximately 239,000 yuan, signaling strengthened client relationships and increased service adoption.
\nBeyond ISC, the express delivery and freight services segments also registered an 8.7% revenue growth, accumulating 48.4 billion yuan. Notably, JD Logistics bolstered its end-to-end logistics capabilities for perishable goods, such as lychees and cherries, and achieved rapid market penetration in the burgeoning regions of Hong Kong and Macao. In a strategic move to optimize last-mile delivery and enhance synergy, the second quarter saw JD Logistics integrating full-time riders into JD Food Delivery services.
\nThe company's non-IFRS profit for the first half of the year stood at 3.3 billion yuan, a 7.1% increase, attributed to refined resource allocation and operational efficiencies. CEO Hu Wei emphasized that the sustained positive momentum of China's economy was a key driver behind JD Logistics' accelerated growth, reinforcing its commitment to continuously strengthen capabilities.
\nOn a quarterly basis, from April to June, JD Logistics reported revenue of 51.6 billion yuan, up 16.6% year-over-year, with a non-IFRS profit of 2.6 billion yuan, reflecting a 5.4% increase from the previous year.
\nIn a significant push for global expansion, June marked the launch of JoyExpress, JD Logistics' self-operated B2C express delivery service, in Saudi Arabia. This service provides swift last-mile delivery options, including same-day or next-day service, supported by an in-house courier network and value-added features like temporary return storage.
\nFurthermore, the company expanded its proprietary warehouse network across key international markets, including the U.S., Britain, Saudi Arabia, Korea, and Vietnam, effectively extending its logistics footprint to numerous countries and regions globally. This expansion included the inauguration of a third warehouse in Warsaw, Poland, and a new operations center in Hong Kong, designed to bolster its integrated logistics solutions internationally.
\nTechnology remains a cornerstone of JD Logistics' operational strategy. The deployment of its "Zhilang" goods-to-person (GTP) automated warehousing solution exemplifies this, enabling high-volume order fulfillment and largely unmanned operations, thereby significantly elevating service efficiency within its supply chain. Since its spin-off and listing in Hong Kong in 2021, JD Logistics has solidified its reputation as a formidable player in China's highly competitive logistics sector, distinguished by its cost-effectiveness and rapid delivery services.
\nThe remarkable achievements of JD Logistics in the first half of 2025 offer valuable insights into the dynamics of the global logistics industry. Their success underscores the critical importance of a multi-faceted approach: continuous innovation in integrated supply chain solutions, aggressive market diversification, and a steadfast commitment to technological advancement. For businesses navigating complex global markets, JD Logistics' trajectory serves as a compelling case study on how to leverage efficiency gains and strategic expansion to achieve sustained profitability and market leadership. It’s a testament to how adaptable and forward-thinking logistics can truly be, even in a competitive landscape.