JD's net revenue and profit for Q2 all reached record highs. At one point, they rose more than 7% before the market (attached chart to read)

富途资讯 · Aug 13, 2019 18:24 · 财报

富途资讯8月13日消息，$京东(JD.US)$于美股盘前发布2019财年第二季度业绩，营收1503亿元净利润36亿元，均创历史新高；预计Q3营收1260亿元-1300亿元，预计同比增长20%-24%。

截至发稿，京东盘前涨超7%。

行情来源：富途证券

财报数据：

京东集团2019年第二季度的净收入达到了1503亿元人民币（约219亿美元），再创单季收入新高，超出华尔街预期，22.9%的同比增速较一季度进一步加速增长；这其中，净服务收入达到168亿元人民币（约24亿美元），同比增长42%，占净收入的比重进一步提升到11.2%。
2019年第二季度，京东集团在美国通用会计准则下（GAAP）与非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润均实现盈利，其中非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润为36亿元人民币（约5亿美元），同比增长644%，再创历史新高。
截至2019年6月30日，京东过去12个月的自由现金流增长至74亿元人民币（约11亿美元）；过去12个月的活跃用户数为3.213亿，继续保持稳步增长。
京东预计Q3营收1260亿元-1300亿元，预计同比增长20%-24%。

业绩亮点：

「京东成功的618全球年中购物节，推动了京东集团第二季度强劲的业绩表现，从而进一步反映出京东商业模式的优势，使其在竞争激烈的行业环境中表现出巨大韧性。」京东集团董事局主席兼首席执行官刘强东先生表示，「京东一直致力于为用户提供最优质的购物体验，这持续为我们赢得消费者的信赖。我们将继续专注于通过技术和创新来丰富京东的产品和服务，提高效率，并为股东带来价值的长期增长。」

第二季度，第三方物流订单的迅猛增长带动了履约效率进一步提升，履约费用率下降至6.1%。在今年的618期间，京东物流智能仓处理单量同比增长达99%，尽管订单量暴增，但京东物流仓配一体服务订单中当日达和次日达的占比仍超过91%。

第二季度，京东健康正式成立，借助于大数据、人工智能、云计算等科技能力，目前，京东健康已经实现业内最完整的互联网+医疗健康布局，其产品和服务可覆盖药品全产业链、医疗全流程、健康全场景、用户全生命周期。

随着京东「一体化的开放」逐步推进，在物流、数字科技等零售基础设施上与传统行业的融合越来越深入，第二季度，京东集团净服务收入达到168亿元人民币，同比增长42%，占整体净收入的比重也进一步提升到了11.2%。

在供应链方面，京东继续扩大在中国电商领域的物流网络优势。截至2019年6月30日，京东运营约600个仓库。包括了约250万平方米的云仓面积在内，仓储总面积超过1500万平方米。

在技术研发投入上，京东集团继续保持高投入，今年二季度用于技术研发的投入达到37亿元人民币，同比增长34%。

截至2019年6月30日，京东拥有超过17.9万名正式员工，同比增长3%；第三方平台共有超过 22万个签约商家。

一图看懂京东2019年Q2财报：

相关链接：京东财报电话会议 | 刘强东：将在十一前后升级微信上的一级入口

编辑/Sylvie、Iris

Fu Tu News on August 13$JD.com (JD.US) $Before the US stock market, the results for the second quarter of fiscal 2019 were released, with revenue of 150.3 billion yuan and net profit of 3.6 billion yuan, both reaching record highs.The revenue of Q3 is expected to be 126 billion yuan to 130 billion yuan, an increase of 20% Murray 24% over the same period last year.

As of press time, JD.com was up more than 7% before trading.

Source: Futu Securities

Financial report data:

JD.com Group in the second quarter of 2019Net income reached 150.3 billion yuan ($21.9 billion), another record high for a single quarter, exceeding Wall Street expectations. The year-on-year growth rate of 22.9% was further accelerated from the first quarter.Of this total, net service income reached 16.8 billion yuan ($2.4 billion), an increase of 42% over the same period last year, and the proportion of net income increased further to 11.2%.
In the second quarter of 2019, JD.com Group made a profit on both GAAP and Non-GAAP net profits belonging to common shareholders.Of these, the net profit attributable to common shareholders under non-Non-GAAP was 3.6 billion yuan ($500m), up 644 per cent from a year earlier and a record high.
JD.com 's free cash flow grew to 7.4 billion yuan ($1.1 billion) in the past 12 months as of June 30, 2019, and continued steady growth with 321.3 million active users in the past 12 months.
JD.com expects Q3 revenue of 126 billion yuan to 130 billion yuan, an increase of 20% over the same period last year.

Performance highlights:

JD.com 's successful Global Mid-year Shopping Festival boosted JD.com Group's strong performance in the second quarter, further reflecting the advantages of JD.com 's business model and showing great resilience in a highly competitive industry environment. Mr. Liu Qiangdong, Chairman and CEO of JD.com Group, said, "JD.com has been committed to providing users with the best shopping experience, which continues to win the trust of consumers. We will continue to focus on enriching JD.com 's products and services, improving efficiency, and bringing long-term value growth to shareholders through technology and innovation. "

In the second quarter, the rapid growth of third-party logistics orders led to a further improvement in performance efficiency, and the performance fee rate dropped to 6.1%. During the June 18th period this year, the number of orders handled by JD Logistics, Inc. Smart Warehouse increased by 99% compared with the same period last year. Despite the sharp increase in the number of orders, JD Logistics, Inc. still accounted for more than 91% of the orders for integrated services in the warehouse on the same day and the next day.

In the second quarter, JD Health was officially established. with the help of big data, artificial intelligence, cloud computing and other scientific and technological capabilities, JD Health has achieved the most complete Internet + medical and health layout in the industry. its products and services can cover the whole pharmaceutical industry chain, medical process, health panorama, user life cycle.

With the gradual promotion of JD.com 's "opening up of integration", the integration with traditional industries in logistics, digital technology and other retail infrastructure is getting deeper and deeper. In the second quarter, JD.com Group's net service income reached 16.8 billion yuan, an increase of 42% over the same period last year. The proportion of total net income has also further increased to 11.2%.

In terms of supply chain, JD.com continues to expand his logistics network advantage in China's e-commerce field. As of June 30, 2019, JD.com operated about 600 warehouses. Including the cloud warehouse area of about 2.5 million square meters, the total storage area is more than 15 million square meters.

In terms of investment in technology research and development, JD.com Group continues to maintain a high investment, with investment in technology research and development reaching 3.7 billion yuan in the second quarter of this year, an increase of 34 percent over the same period last year.

As of June 30, 2019, JD.com had more than 179000 regular employees, an increase of 3% over the same period last year; there were more than 220000 contracted merchants on third-party platforms.

A picture to understand JD.com 's Q2 financial report in 2019:

Edit / Sylvie, Iris

The translation is provided by third-party software.

The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.

focus on technology stocks

京东Q2营收净利均创历史新高，盘前一度涨超7%（附一图读懂）