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A Look Ahead | JD.com's Q3 Earnings Release! Core retail growth continues, while food delivery business narrows losses—how successful has the profit protection strategy been?
JD.com will release its earnings report before the market opens on November 13, Eastern Time. Institutional forecasts expect revenue for Q3 2025 to reach RMB 293.832 billion, representing a year-on-year increase of 12.84%. The estimated earnings per share are RMB 1.311, reflecting an 83.04% year-on-year decrease. The accounting standard used for the above data is US-GAAP. In 2025, JD.com's stock price has continued to fluctuate at low levels, with a cumulative decline of 6.73% year-to-date, while Alibaba's stock price has nearly doubled during the same period.
Express News | JD.com: During the Double 11 period, the transaction volume of digital AI products increased by more than 100% year-over-year.
Haitong International: Hong Kong stocks are expected to reach new highs, with technology stocks as the main driver, while also paying attention to innovative drugs and brokerages.
Haitong International published a report indicating that the recent strengthening of the US dollar is primarily due to a dollar shortage caused by the US government shutdown, the Federal Reserve's hawkish stance, and the weakness of non-US currencies. In the short term, attention should be paid to the timeline for the reopening of the US government and economic data releases. In the medium term, the Hong Kong stock market, driven by incremental capital inflows and the concentration of high-quality assets, is expected to reach new highs, with technology stocks being the main driver. Notably, since the beginning of this year, foreign capital flows have also been linked to the US dollar environment. The recent strengthening of the US Dollar Index has caused some fluctuations in foreign capital inflows into Hong Kong stocks, with overall net outflows reaching -79.18 billion Hong Kong dollars since the end of September. Additionally, under the linked exchange rate system, the appreciation of the US dollar may temp
Big Tech Companies Enter the Auto Industry: 'Barbarians' or 'Water Carriers'? | Spotlight
①This morning at 8:00, the Aion UT Super, highly anticipated by Richard Liu, ranked first on JD.com's Singles' Day new product bestseller list. Leading internet companies are comprehensively penetrating all aspects of automobile production, sales, and maintenance. ②If traditional automakers remain entrenched in closed systems, they will miss the window for intelligent transformation; whereas if tech giants neglect manufacturing principles and safety standards, they will not only fail to gain market share but also risk backlash against their platforms.
Wuxi Xishan Golden Autumn Investment and Cooperation Symposium Mit Starken Ergebnissen
China’s mainland has issued compliance notices to e-commerce platforms, banning illegal practices such as 'forced exclusivity' and 'price discrimination through big data.'
The State Administration for Market Regulation issued the "Compliance Guidelines for ‘Double 11’ Online Promotional Activities" to major e-commerce platforms, aiming to standardize promotional business practices, maintain online transaction order during the ‘Double 11’ period, and protect consumers' legitimate rights and interests. These guidelines primarily include six aspects. First, strictly adhere to relevant laws and regulations, effectively implement review and verification obligations, ensure that operators’ information is genuine and valid, and guarantee that platform rules are transparent and fair. Second, strictly regulate promotional activities, eliminating illegal behaviors such as 'forced exclusivity' and 'price discrimination through big data.' Promotion rules must be clear and transparent, particularly regarding key aspects like discounts, coupons, pre-sales, and price guarantees, with explicit terms of use.