As the market warms up, Chinese concept stocks are facing a dual choice, and the Hong Kong market may return to being the center of IPOs.
① In the changing landscape of Global trade, Hong Kong, as an international financial center, will welcome a new development scenario, implementing various measures to strengthen its unique market position as a "super connector"; ② Foreign Analysts point out that the delisting risk faced by Chinese concept stocks may lead Hong Kong to become an IPO center once again; ③ It is worth noting that, under the delisting risk for Chinese concept stocks, a choice will be made between returning to the A-share or Hong Kong stock market.
JD.com is increasing its focus on cross-border e-commerce.
Expand online retail in Europe.
JD.com is trial operating Joybuy in the United Kingdom, continuing to bet on the European market | Insights on going abroad.
① JD.com’s Global Strategy aligns with two major characteristics of the European market: mature consumer awareness and strict quality requirements. ② JD.com Logistics has announced the 2025 Global Integrated Supply Chain Strategy, further clarifying the overseas strategy roadmap. By building a global warehouse network, express delivery network, and Aviation network, it aims to expand the coverage of delivery services and better meet the needs of overseas customers, Chinese brands, and cross-border merchants.
Highlights from the brokerage morning meeting: Large models are driving the middle platform into a new phase, and the Technology Hardware Industry Chain is expected to benefit.
In today's Brokerage morning meeting, Soochow believes that the commercialization of non-invasive brain-machine interface products is expected to accelerate; HTSC stated that the growth rate of parcel volume in the express delivery industry this year may exceed expectations; China International Capital Corporation pointed out that large models are driving the middle platform into a new stage, and the Hardware Industry Chain is expected to benefit.
After two years of price wars, JD.com has become more profitable.
There is an urgent need for new stories.
Express News | Hong Kong Stocks Rise After China Announced a Series of Economic Targets for 2025 During the Two Sessions
Liu Qiangdong joins the 'gift-giving war'.
Spring Festival promotion.
Volume increases and prices remain low as the express delivery industry competes to reduce costs. The application of autonomous vehicles and Drones is expected to accelerate next year | Year-end review.
① Since the beginning of the year, the growth rate of express delivery volume has exceeded 20%; the operating situation of "the two logistics giants and one delivery company" in the first 11 months shows volume increase and low prices, with ZTO achieving year-on-year revenue growth per package in Q3. ② Industry insiders say that the growth rate of express delivery volume will still be double-digit in the next 1-2 years. It is expected that next year, Drones and unmanned vehicles will accelerate their application in various express delivery scenarios, further reducing social Logistics costs.
JD.com logistics plans to fully acquire Kuaijie Express to intensify its investment in the B-end market.
① jd.com logistics intends to acquire the remaining 36.43% equity of Kua Yue Su Yun, with a total consideration not exceeding 6.48 billion yuan; ② Kua Yue Su Yun mainly focuses on B-end corporate clients, and its aviation resources, trunk network, etc., are a strategic supplement for jd.com logistics to expand the B-end market.
jd.com and Alibaba's "logistics interoperability" upgraded again: Cainiao officially settled in jd.com's third-party platform
①For a long time, in the delivery of commodities with high requirements for timeliness and quality, SF Express is the first choice for Taobao merchants. Alibaba and jd.com's dismantling action, after jd.com's logistics system joins Taobao, it will face challenges; ②In the eyes of industry insiders, the ultimate service capability of the logistics industry is the key factor determining success or failure. From the perspective of interoperability, the stickiness and stability of service are particularly important.
How to Capitalize on the Ongoing Bull Market for Chinese Stocks
Alibaba and jd.com shake hands and make peace.
Join forces to fight the enemy.
AH trends diverge, Hang Seng Index up 0.6%, CNOOC up 4%, national bond futures slightly rebound.
Rare earth permanent magnets concept stocks pull back, photovoltaic and lithography themes also weaken. Hong Kong's real estate, banks, and oil & gas stocks are strong, CNOOC up 4%, Agricultural Bank of China and China Merchants Bank rise more than 2%. After experiencing a sharp drop yesterday, national bond futures rebounded in early trading, with 10-year and 30-year national bond futures contracts rising nearly 0.1% in early trading.
JD.com in Charts: JD Logistics Growth Slows in Q3 Alongside Seasonal Contractions in JD Retail
Alibaba Up 2%, Nio Down 4%: Hong Kong Stocks Mixed as Investors Brace for Fed Minutes, JOLTS Data
Alibaba, Nio Slip: Hang Seng Marks Weak Start to 2023 After Gloomy China Factory Activity Data
Alibaba, Nio Down Nearly 1%: Hang Seng Mirrors Wall Street Weakness Amid Red-Hot Japan Inflation
Alibaba, Nio Soar: Hang Seng Jumps Over 2% as Wall Street Cheers Upbeat Consumer Confidence Reading
Alibaba, Nio Rise: Hang Seng Rises On Wall Street Cues, City Chief John Lee Gears Up for Beijing Visit
Alibaba, Nio Drop Over 2%: Hang Seng Opens Weaker as Wall Street 'Santa Claus' Rally Remains Elusive