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Earnings Call Summary | JD.com(JD.US) Q1 2024 Earnings Conference

Earnings Call Summary | JD.com(JD.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 京東 (JD.US) 2024 年第一季度業績發佈會
moomoo AI ·  05/17 03:17  · 電話會議

The following is a summary of the JD.com, Inc. (JD) Q1 2024 Earnings Call Transcript:

以下是京東公司(JD)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • JD.com reported a 7% YOY increase in Q1 2024 net revenues, amounting to RMB260 billion.

  • Product revenues, including electronics, home appliances, and general merchandise, grew by 7%.

  • Service revenues, comprising logistics and marketing, also expanded by 9% YOY.

  • JD Retail and JD Logistics saw revenue increases of 7% and 15% respectively, though JD Retail saw a 5% decrease in non-GAAP operating profit.

  • The company repurchased 98.3 million Class A ordinary shares for $1.3 billion, equivalent to approximately 3.1% of the ordinary shares outstanding as of year-end 2023.

  • 京東報告稱,2024年第一季度淨收入同比增長7%,總額爲 RMB260 億美元。

  • 包括電子產品、家用電器和日用商品在內的產品收入增長了7%。

  • 包括物流和營銷在內的服務收入也同比增長了9%。

  • 京東零售和京東物流的收入分別增長了7%和15%,儘管京東零售的非公認會計准則營業利潤下降了5%。

  • 該公司以13億美元的價格回購了9,830萬股A類普通股,相當於截至2023年底已發行普通股的約3.1%。

Business Progress:

業務進展:

  • Growth trends included substantial YOY growth in user shopping frequency and a rapidly expanding active merchant base on the JD.com platform.

  • The supermarket category saw double-digit GMV and revenue growth due to significant improvements in procurement capabilities, fulfillment network, and operational efficiency.

  • Enhanced user services in the electronics and home appliances categories supported differentiation strategies, which included services such as coordinated delivery and installation of new devices.

  • Marking their 10th NASDAQ listing anniversary, the company now employs over 500,000 full-time employees and strives to sustain growth through user experience improvements, pricing competitiveness, and active ecosystem development.

  • JD.com is also investing in cloud data infrastructure to support AI platform development and optimize user experiences.

  • Looking forward, the company will continue making disciplined investments focused on enhancing user experiences and growing market share while maintaining growth in the FMCG sector.

  • 增長趨勢包括用戶購物頻率的同比大幅增長以及京東平台上的活躍商戶基礎迅速擴大。

  • 由於採購能力、配送網絡和運營效率的顯著改善,超市類別的GMV和收入實現了兩位數的增長。

  • 電子和家用電器類別中增強的用戶服務支持了差異化戰略,其中包括協調交付和安裝新設備等服務。

  • 在納斯達克上市十週年之際,該公司現在擁有超過500,000名全職員工,並努力通過改善用戶體驗、定價競爭力和積極的生態系統發展來維持增長。

  • 京東還投資雲數據基礎設施,以支持人工智能平台開發和優化用戶體驗。

  • 展望未來,該公司將繼續進行嚴格的投資,重點是增強用戶體驗和增加市場份額,同時保持快速消費品行業的增長。

More details: JD.com IR

更多詳情: 京東紅外

Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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