野村发布研报指出，双方的物流合作将使京东物流能够接触到淘宝和天猫平台上的商户，特别是倾向于选择高质素、高时效快递服务的天猫商户，从而推动京东物流快递收入的增长，料提升京东物流收入4%至8%之间。JD.com logistics (02618) rose more than 3%, as of the time of publication, it rose by 2.11%, closing at 13.52 Hong Kong dollars, with a turnover of 53.0846 million Hong Kong dollars.
According to the Securities Times app, JD.com logistics (02618) rose more than 3%, as of the time of publication, it rose by 2.11%, closing at 13.52 Hong Kong dollars, with a turnover of 53.0846 million Hong Kong dollars.
On the news front, according to LatePost, Alibaba-SW's brand Taobao Tmall is about to officially join JD Group-SW's JD.com logistics. It is expected to launch in mid-October. After that, when Taobao Tmall merchants choose the delivery method in the system, there will be an additional option for JD.com logistics. At the same time, JD.com will also integrate Cainiao Express and Cainiao Stations - both of which are Cainiao's self-operated express delivery brand and parcel collection sites.
Nomura released a research report pointing out that the logistics cooperation between the two parties will allow JD.com logistics to reach merchants on the Taobao and Tmall platforms, especially the Tmall merchants who prefer high-quality and high-efficiency express delivery services. This is expected to drive the growth of JD.com logistics' express delivery income, leading to an increase in JD.com logistics revenue between 4% and 8%.