Headline: new achievements come out! JD group, JD logistics and dada group released the first quarterly report; An Neng, Wang Yongjun and others will be re elected as executive directors; Xiamen Xiangyu introduced war investment; New progress in Kuan
JD group's net income in the first quarter of 2022 was 239.7 billion yuan, an increase of 18%
On May 17, JD group released its unaudited first quarter results of fiscal year 2022 as of March 31, 2022. In the first quarter of 2022, the net income was 239.7 billion yuan (about 37.8 billion US dollars), an increase of 18.0% year-on-year; The net service income was 35.2 billion yuan (about 5.6 billion US dollars), an increase of 26.3% year-on-year.; The operating profit was RMB 2.4 billion (about US $400 million), compared with RMB 1.7 billion in the same period in 2021; The operating profit under non GAAP was RMB 4.7 billion (about US $700 million), an increase of 32.8% over RMB 3.5 billion in the same period in 2021.
As of March 31, 2022, the number of active purchase users of JD group in the past 12 months has reached 580.5 million. While the scale of users has expanded steadily, the quality of users has improved significantly. The average shopping frequency of users in the first quarter of this year hit a record high, and the average contribution income value (ARPU) of users is close to the highest in three years.
In the first quarter, JD retail's real-time retail business has covered nearly 400 cities across the country, greatly improving the digitization and performance ability of physical stores, and undertaking order distribution through dada express, a platform of dada group. Through innovative cooperation, the two sides provide users with a more convenient and efficient real-time consumption experience.
Jingdong 618, which is about to be fully opened, will also build a healthier, open and orderly ecology for businesses and provide efficient and high-quality development opportunities for hundreds of thousands of businesses. Jd.com has released up to 30 business support measures to help businesses reduce costs, reduce assessment, reduce risks, optimize rules, optimize efficiency and optimize services, minimize the burden and relief for small and medium-sized businesses, help them increase the input-output ratio of jd.com 618 by at least 20%, and the enthusiasm and number of businesses participating in jd.com 618 have reached a new high in recent years.
The revenue of JD logistics in the first quarter of 2022 was 27.4 billion yuan, and the external revenue accounted for nearly 60%
On May 17, JD logistics released its performance report for the first quarter of 2022. According to the financial report, in the first quarter of 2022, the total revenue of JD logistics was 27.4 billion yuan, achieving steady growth, of which the revenue of external customers reached 16 billion yuan, accounting for nearly 60% of the total revenue, and the revenue of integrated supply chain customers reached 17.9 billion yuan. In the first quarter, the number of external integrated supply chain customers of JD logistics reached 59000, with a year-on-year increase of nearly 20%.
As of March 31, 2022, JD logistics has operated about 1400 warehouses, including the cloud warehouse area managed by JD logistics, with a total storage area of more than 25 million square meters. In the first quarter, on the basis of more than 10 million SKUs of self operated goods, JD's inventory turnover days further decreased to 30.2 days. The solid supply chain infrastructure promoted the upgrading of the efficiency of the whole industry chain and greatly improved the user experience.
Jingdong Logistics also announced that Ma Yue, who will assume a new position in Jingdong group, has submitted to resign as the chief financial officer of the company, effective from May 17, 2022. Shan Su has been appointed as the chief financial officer of the company with effect from May 17, 2022.
Shan Su joined JD group in December 2021. Prior to that, he worked at Lavender Hill capital partners from October 2019 to November 2021 and served as managing director from January 2021 to November 2021. From 2015 to 2019, he served in the TMT group of Investment Banking Department of Goldman Sachs Asia Limited, and served as executive director from January 2017 to September 2019. Shan Su received a bachelor's degree in law from China University of political science and law and a master's degree in law from Warwick University. He has rich experience in financial management and capital market.
The total revenue of dada group in the first quarter increased by 74% year-on-year under the comparable caliber, and the profitability was significantly improved
On May 17, dada group released the results of the first quarter of 2022, and the core performance indicators maintained steady growth. The report shows that dada Group recorded a total revenue of 2 billion yuan in the first quarter, a year-on-year increase of 74% under comparable standards; At the same time, the net profit margin has been optimized by nearly 30 percentage points compared with the same period last year. Dada group is committed to meeting the diversified needs of consumers through innovative models, optimizing performance services with the advantages of technology and network coverage, and continuously promoting the deep integration of online and offline consumption.
In the first quarter, the revenue of dada express in the first quarter reached 600 million yuan, and the revenue of Jingdong home reached 1.4 billion yuan, an increase of 80% year-on-year. In the 12 months ended March 31, 2022, the total transaction volume (Gmv) of JD home platform reached 49.1 billion yuan, a year-on-year increase of 74%, and the number of active consumers on the platform increased to 67.9 million. Since JD group completed its shareholding increase in dada group at the end of February, the strategic cooperation between the two sides in omni-channel o2o business has been further deepened. As one of the important traffic entrances for hourly purchase, the "nearby" channel of JD app has gained more attention and use among JD users.
"We are proud of our performance and business progress in the first quarter of 2022, and we have won the trust of more consumers, riders, merchants and brand partners," said Kuai Jiaqi, founder, chairman and CEO of dada group, "Since jd.com completed its shareholding increase in dada group, the two sides have continued to deepen cooperation under the omni-channel strategy and jointly explore the great potential of real-time retail. Facing the macro challenges, we will continue to focus on providing customers with more products and services to enable local businesses to succeed in the digital era."
Anneng Logistics: Wang Yongjun and Qin Xinghua will be re elected as executive directors and re appointed Ernst & young as auditors
On May 16, Anneng logistics announced that Wang Yongjun, Qin Xinghua, Zhu Jianhui, Chen Weihao, Wang Jian, Li Dan and Ge Xiaochu would retire in rotation and be eligible for re-election at the annual general meeting of shareholders. The nomination committee has recommended to the board of directors that all retiring directors be re elected. The company believes that retiring non-executive directors will continue to bring valuable business experience, knowledge and professionalism to the board of directors, and improve the efficiency, efficiency and diversification of the operation of the board of directors.
Meanwhile, Anneng logistics plans to grant no more than about 17439082 share options and restricted share units to the directors, senior management and employees of the company and its subsidiaries in the next 12 months, accounting for no more than about 1.5% of the issued share capital of the company as of the latest practicable date, so as to recognize their contribution equal to 2022 and encourage them to continue to contribute to the group.
In addition, Ernst & Young certified public accountants will be reappointed at the annual general meeting and will retire. Following the recommendations of the audit committee of the board of directors, the board of directors plans to reappoint Ernst & young as the auditor of the company, and the term of office will expire at the next annual general meeting of the company; The Board recommends that it be authorized to determine the remuneration of auditors. The remuneration paid or payable for the audit services and non audit services provided by the external auditor for the year ended December 31, 2021 was RMB 3.0 million and RMB 0.5 million respectively.
Xiamen Xiangyu introduced China Merchants Group and Shandong Port as war investment, with a fixed increase of 3.5 billion yuan
On May 16, Xiamen Xiangyu disclosed the plan for non-public offering of a shares. The announcement said that the issuing objects of this non-public offering of a shares are China Merchants Group, Shandong Port and Xiangyu Group. China Merchants Group, Shandong Port and Xiangyu Group plan to subscribe in full in cash at one time. After this non-public offering, China Merchants Group and Shandong Port will become shareholders holding more than 5% of the company's shares respectively, which are regarded as affiliated legal persons of the company. Xiangyu Group is the controlling shareholder of the company. This non-public offering constitutes a connected transaction.
According to the announcement, the total amount of funds raised from the non-public offering of shares is expected to be 3.5 billion yuan, including 1 billion yuan from China Merchants Group, 1 billion yuan from Shandong Port and 1.5 billion yuan from Xiangyu Group.
Source: surging news, sorting and publishing of logistics information
Shanghai Stock Exchange: resumption of Kuangshi technology issuance registration procedures
According to the official website of Shanghai Stock Exchange, according to the relevant provisions of Article 30 of the administrative measures for the registration of initial public offering of shares on the science and Innovation Board (for Trial Implementation), the issuance and registration procedures of Kuangshi Technology Co., Ltd. were restored.
In March this year, the official website of Shanghai Stock Exchange showed that Kuangshi's application for initial public offering of depositary receipts and listing on the science and innovation board has been accepted. However, shortly afterwards, the information of Shanghai Stock Exchange showed that Kuangshi needed to submit supplementary documents because the financial information recorded in the application documents for issuance and listing had expired. According to the relevant provisions of Article 30 of the measures for the administration of the registration of initial public offering of shares on the science and Innovation Board (for Trial Implementation), the issuance registration procedure shall be suspended.
Source: blue whale TMT, sorting and publishing of logistics information
Focusing on the design and construction of intelligent warehousing and logistics system, Jingsong intelligent will make an IPO on the science and innovation board from now on
Recently, Jingsong intelligent published a prospectus and plans to issue 14.8571 million new shares on the science and Innovation Board of Shanghai Stock Exchange, accounting for 25% of the total share capital after issuance. The issue price is directly determined through preliminary inquiry from qualified investors, without cumulative bidding inquiry. The subscription date is May 25; Hua'an securities underwriting and recommendation Co., Ltd. serves as the recommendation institution (lead underwriter) of this offering.
According to the prospectus, the company is a provider of intelligent warehousing and logistics equipment and intelligent warehousing and logistics system, focusing on the R & D and manufacturing of intelligent warehousing and logistics equipment, the development of intelligent warehousing and logistics software, and the provision of intelligent warehousing and logistics system for downstream customers. Since its establishment, the company has gradually developed a series of intelligent warehousing and logistics systems with independent intellectual property technology according to the characteristics of different industries, through continuous R & D and innovation accumulation and multi industry project application practice, accumulated rich project experience and formed a deep technical precipitation; While continuously expanding the application of new industries, many projects designed and constructed by the company have been rated as provincial or national benchmark projects.
After deducting the issuance expenses, the raised funds are planned to be invested in three projects: "technical transformation project of intelligent logistics system production base", "R & D center construction project" and "supplementary working capital".
Source: Shanghai Securities News, sorting and publishing of logistics information
Yafu logistics establishes industrial equity investment fund project
According to the logistics news, Tonglu County recently held the first batch of major project centralized signing and project promotion conference in 2022, including Yafu logistics industry equity investment fund project, which was invested by Shanghai Yafu Private Equity Fund Management Co., Ltd. The project will raise and establish a logistics industry investment fund with a target scale of 4 billion yuan. Through this fund, high-quality express logistics industry resources will be introduced into Tonglu County to help the coordinated development of Tonglu express logistics industry chain.
Shanghai Yafu Private Equity Fund Management Co., Ltd. is the RMB equity investment platform of Yafu capital in China. Its predecessor is the private equity investment department of Standard Chartered Bank. Its managed fund scale is about US $4 billion. The investors include world-famous investment institutions such as national sovereign funds, international financial institutions and overseas family trusts.
Source: logistics information
Actively respond to the special aviation plan of the 14th five year plan, and the nine distribution centers of rookies around the world help domestic goods go to sea
Recently, rookies were invited to participate in the online conference of "digital intelligence and hub aviation logistics" in the second phase of "civil aviation intelligence", and had an exchange and Discussion on the application of "cloud university logistics intelligence transfer" technology, the construction of transit and centralized transportation capacity of aviation logistics hub, and the construction of global digital intelligence aviation logistics network. Wu man, general manager of rookie cross-border parcel business department, shared with experts and representatives from the transportation department of Civil Aviation Administration, China Southern Airlines logistics, tianxinda, Civil Aviation University of China, Hangzhou Airport, Shenzhen airport, Sinotrans and so on.
In order to meet the cross-border performance problems caused by the continuous growth of cross-border e-commerce, rookies continue to increase the construction of overseas logistics infrastructure, such as the commissioning and operation of ehub, a smart logistics hub in Liege, Belgium and Kuala Lumpur, Malaysia, and the opening of 9 overseas distribution centers.
In March this year, rookies opened the Mexican distribution center, which is the first distribution center built by rookies in the Americas and the ninth distribution center opened by rookies around the world. After the opening of Mexico distribution center, the timeliness of some logistics products in Latin America of rookie has increased by about 10%. Combined with rookie's digital intelligence logistics technology, the packages sent to the local will have more detailed logistics performance information, so that merchants and consumers can know the location of packages faster and more accurately.
At present, rookies have eight charter flights to Latin America every week, connecting Hong Kong, Miami and Los Angeles, Sao Paulo, Brazil and Santiago, Chile. Combined with the construction of the whole link of rookie cross-border logistics and trunk lines, the time limit of package logistics for Chinese cross-border businesses has been shortened from 40-50 days to 12 days at the fastest. In addition, it is reported that in the fourth quarter of 2021, the average daily cross-border package of rookie international has exceeded 5 million, and continues to work side by side with international logistics giants. Among them, the logistics products of "5 US dollars and 10 days" have covered 20 countries, helping more cross-border businesses "send the world with a cup of coffee money".
Source: logistics information
Suning Tesco 618 was officially launched and will focus on home appliance purchase and service experience
Recently, Suning Tesco held the 2022 consumer electronics 618 business conference. Chen Fengbo, President of Suning Tesco consumer electronics operation center, said at the conference that in this year's 618 promotion, Suning Tesco will focus on building a vertical and professional preferred platform for household consumption, focus on household scene consumption, and provide a complete set of home appliance solutions such as products, arbitrage and services, and upgrade from "buying home appliances to Suning Tesco" to "customizing home scenes to Suning Tesco", Create differentiated products and services.
Source: Suning Tesco blue microphone, sorting and publishing of logistics information
In 2022, China Post opened its first summer "super fast fresh" special plane route
At 23:59 on May 15, Postal Airlines flight cf9051 carrying fresh litchi from Hainan took off from Meilan Airport in Haikou. After stopping in Guangzhou, it arrived at Lukou International Airport in Nanjing at 2:22 on May 16, marking the opening of China Post's first summer "super fast fresh" special flight route "Haikou Guangzhou Nanjing" in 2022.
The operation mode of "special line + independent air distribution network of China Post" ensures that fresh Hainan litchi can "fly" to large and medium-sized cities all over the country in 24 hours. The third Hainan litchi transportation season of China Post airlines also officially opened.
Source: China Post, sorting and publishing of logistics information
Yunda Maoming distribution center was opened to help litchi go nationwide
On May 16, the opening ceremony of Yunda Maoming distribution center was held in Huayang Industrial Park, Jinshan Development Zone, Gaozhou City, Maoming City, Guangdong Province. In the upcoming peak season of litchi listing, Yunda Maoming distribution center opened a special delivery window for litchi and launched a cold chain special line litchi delivery solution to fully ensure that Maoming litchi can be delivered from here to consumers all over the country more quickly.
It is understood that the newly put into use Yunda Maoming distribution center has an operation site area of 50000 square meters and is equipped with a number of new sets of automatic sorting equipment, which can realize the automatic operation of the whole process from unloading, sorting to loading, maximize the sorting efficiency of express mail and ensure the rapid delivery of litchi express mail.
In addition, different from the traditional distribution center, Yunda Maoming distribution center has also opened six cold chain special lines, which directly cover Wuhan, Changsha, Shanghai, Hangzhou, Chongqing, Chengdu, Nanchang, Hefei and other places. All litchi Express items are transported at constant temperature in the whole process by cold chain special bus to ensure that litchi is delivered to customers in its original flavor within 48 hours.
Source: Yunda express, sorting and publishing of logistics information
The state post office further deployed to strengthen the epidemic prevention and control of Beijing postal express industry
On May 16, the State Post Office held a video deployment meeting to further strengthen the epidemic prevention and control of Beijing post express industry, and re supervised and re arranged the centralized epidemic treatment in the production and business premises of Yunda company, Changyang Town, Fangshan District, Beijing. The meeting stressed that the whole system and industry should effectively enhance the sense of responsibility and urgency of doing a good job in epidemic prevention and control in the industry, earnestly achieve the "five in place" and build a strong epidemic prevention barrier for the postal express industry.
The headquarters of all delivery enterprises should make special arrangements for the prevention and control of epidemic situation in Beijing, clarify the person in charge of production, operation and epidemic prevention safety in Beijing, increase resource investment and upgrade management measures, completely reverse the virtual main responsibility and softening of preventive measures, and resolutely guard against death to ensure the safety of the capital. The processing sites and end outlets in Beijing should be dispatched one by one, determine the scheme, clarify the responsibilities and refine the measures. The training and education of employees should be in place to ensure that there are no loopholes.
All enterprises should conduct comprehensive dispatching and inspection of the whole network, especially Beijing, and comprehensively use incentives, rectification, shutdown and other means to build a strong defense line for epidemic prevention and control. The Beijing Municipal Postal Administration should strengthen the strict inspection of express delivery enterprises, and the enterprise headquarters, processing sites and outlets should actively mobilize and deploy, conduct comprehensive self-examination and rectification.
Source: National Post Office, logistics information, sorting and publishing
The latest express service satisfaction was released, and SF, JD logistics and Postal EMS scored high
On May 17, the State Post Office announced the results of the express service satisfaction survey and time limit punctuality test in the first quarter of 2022. The respondents were 9 full network express service brands that ranked first in domestic express business volume and reflected the main market share in 2021. The survey covers all 31 provinces (autonomous regions and municipalities), with a total of 50 key cities. The express service satisfaction survey adopts the online survey method, and a total of 3000 valid samples are obtained. The time limit and punctuality rate of express service was tested by systematic sampling, and a total of 1.89 million valid samples were obtained.
According to the survey, the public satisfaction score of user express service in the first quarter of 2022 was 80.0 points, an increase of 1.2 points year-on-year. In terms of public satisfaction of express delivery enterprises, the enterprises with a score of more than 80 (including 80) are SF express, JD express and Postal EMS, the enterprises with a score of 76-80 (including 76) are Zhongtong express, Yunda express, Yuantong express and Shentong express, and the enterprises with a score of 74-76 (including 74) are Debang express and Jitu express. In terms of regional public satisfaction scores, Shaanxi, Ningxia, Beijing, Liaoning, Sichuan and Shandong scored more than 80 points, performing well; Tibet scored below 77 points, which has room for further improvement.
Source: National Post Office, logistics information, sorting and publishing
Jointly issued by the Ministry of Finance and the Ministry of Commerce: Notice on further promoting the development of cold chain logistics
On May 13, the Ministry of Finance and the Ministry of Commerce jointly issued the urgent document of the notice on further promoting the development of cold chain logistics. The document emphasizes that on the basis of the construction of agricultural products supply chain system, we should further focus on supplementing the short board of cold chain facilities and improving the quality system of cold chain logistics. Focus on cross regional agricultural wholesale markets and the cold chain logistics network of agricultural products sold on land, accelerate the construction of urban cold chain logistics facilities, improve the distribution system of cold chain sold on land, innovate the consumption oriented cold chain logistics mode, and promote the high-quality development of cold chain logistics of agricultural products.
Source: Ministry of finance, sorting and publishing of logistics information
The preliminary judgment is related to the cold chain! Tianjin reported the traceability results of this round of epidemic situation
It was learned from the 183rd press conference on the prevention and control of novel coronavirus pneumonia in Tianjin on May 16 that it was preliminarily considered that this round of epidemic in Tianjin was related to the contaminated imported cold chain food. Through the analysis of the whole genome sequence of the virus in the relevant case samples by Tianjin CDC, it belongs to the Omicron variant virus strain (VOC / Omicron, BA. 2 evolutionary branch), which is not homologous with the recent local cases in Tianjin and the local cases imported from other provinces and cities. Epidemiological investigation shows that some cases in Dongli District and Beichen District have a history of working in cold storage in Jinzhong street, Dongli District. It is preliminarily considered that this round of local epidemic is related to contaminated imported cold chain food. At present, the current round of epidemic situation is in the development stage, but due to the implementation of strategic active screening in Tianjin, the epidemic situation is found in time and the epidemic risk is generally controllable.
Source: People's daily, logistics information, sorting and publishing
Tianjin has set up 10 emergency transportation transfer stations, which can be started immediately when necessary
On May 16, Tianjin held the 183th press conference on the prevention and control of COVID-19. Liudaogang, deputy director of Tianjin Municipal Transportation Commission, introduced the latest transportation epidemic prevention and control policies and the smooth transportation of key materials.
According to reports, the Tianjin Municipal Development and Reform Commission and the Tianjin Municipal Transportation Commission took the lead in formulating the implementation plan of Tianjin emergency material transportation transfer station and the implementation plan of Tianjin epidemic prevention emergency material Expressway connection point respectively, and set up 10 emergency material transportation transfer stations and 9 high-speed highway service area connection points. In accordance with the requirements of "strict disinfection of vehicles, no cross operation and no contact with personnel", make solid preparations for personnel equipment, epidemic prevention materials, life support facilities and nucleic acid detection force, so as to ensure that they can be used immediately when necessary and ensure the supply of production and living materials in Tianjin.
Source: Transportation release, logistics information sorting and release
Ikea will invest 3 billion euros to improve store logistics
According to foreign media reports, IKEA's parent company ingeka group announced that it plans to invest more than 3 billion euros to improve store logistics and open new stores worldwide by 2023. It is reported that most of the above funds will be used to transform existing stores, including improving the automation level of existing suburban store warehouses. It is planned to use about one-third of the funds in the London market as a test-bed for new store forms and logistics settings.
Source: World Wide Web, sorting and publishing of logistics information