京东物流2023 年度报告

JD Logistics, Inc. 24572530759599100101103105107203 PO Box 309Ugland HouseGrand Cayman, KY1-1104Cayman Islands 頴 20B8 頴 302 33191901 頴 Maples and Calder (Hong Kong) LLP Maples Fund Services (Cayman) LimitedP.O. Box 1093Boundary Hall, Cricket SquareGrand Cayman, KY1-1102Cayman Islands 18317M 2618 https://ir.jdl.com 2023 20231,66621.3%1,16630.8%70.0%2022 20231 2023102023SKU 2023 2024 202436 20231,66621.3%1,16630.8%70.0%2022 3C 20238153147.7% 202313846.1%4,5908.8% 202312314,600 202312311,6001.935 20238153147.7%74,71442.015.2% 3C 2023 SKU 2023 2023 2023 202385242.0% 20231298 202311 20231283 2023 202312314,0002,000 202312311,6002,0003,200 2023123130412023102023II20236508061824450 2023123146001,000400 2023123162023920234 20231231351.933300 20231231200200400 202312311,800 2023123110050202312313030 12319090 2023 20234Supply Chain Emission ManagementPlatformSCEMPSCEMP 2023 2023(ESG)(S&P Global CorporateSustainability Assessment)(MSCI)ESGBB 20231231228821 2023123120221231 202320221231 20221,37421.3%20231,666 20227745.2%2023815(i)(ii)2022365,0152023420,36315.2%202374,714202279,928 202260042.0%202385220232022726 (i)(ii) 20221,27320.9%202312311,539 202244623.9%202355320232022726 202251616.9%202360320232022726 202211214.7%202312820232022726 20222934.8%20233920232022726 202217027.0%202321620232022726 20231277.6%20221017.4%(i)(ii) 20224123.1%20235020232022726 20223114.4%20233620232022726 2022326.2%20233420232022726 2023858.72022571.7(i)20228.42023727.020222023(ii)2022616.8127.6%20231,404.1 202312202211 EBITDA 1.2.3. EBITDA 1.2.3.EBITDA 2023 20231231422 2023282022131645185 202316412(i)76418(ii)11(iii)14 202213311(i)653112(ii)221511 2023151135129895118862 20221311267747289155 202355744411678 20221595696662159 2023123120.7% 20231231 20231231202312315% 20231231 20231231 2023622202250822.3% 20231231194.0 20231231 202311 1.20236262.2023626202212313.20121201652018372019123020201015 412010120194202362017122019320155201711201012015420222202382022272021220236ESR Group Limited182120061120101 20056202211 51JD.com202242004JD.com20112015502020620209661886618 19967201110(EMBA) 66Meditrina,Inc. 20167PWC20132014 2016100 19882018DistinguishedCareers Institute 422019420212 200520092009ARCHEducation Group20032005 2022520035(magna cum laude) 6319926 20146202082008122014620055200812 2006201920072020CCTV 198171985219907 62 19908201212200(Elsevier)2020(Decision Science Institute, DSI) (ASCOM)(IMS)(APDSI)Journal of Operations ManagementProduction and Operations ManagementJournal ofSupply Chain Management 19826198561987619906 472007200020142018 19987199982006720062009 1.202351120221231 37 201452008720145PACT Vistra Corporate Services (HK) Limited10(1)6826(2)3768(3)GEMGEM8146(4)6185(5)851(6)GEMGEM8162(7)東661886618(8)939(9)2057(10)9930 2003201520031020159 19996200311 20231231 2012119 2021528 3C 202312315672432336566322023 2023123199100 4 2023123126 39 3C2023123133.3%30.0% 2023123163.4%2023123120231231(i)69.9%(ii)1% 202312315% 2023123130.0% 202312315% 2023 2023 22,945 20231231 2022325150,500,000Jingdong Technology Group CorporationJingdong Technology Group Corporation261,400,0002022412022526 6,924202232520224120225262022425 20231231 20231231 2023123151,1552023123143 20231231100 20231231 20231231 20231231 20236 2620236 26 頴 16.19316.2 2529 13.51(B)(1) 20231231 (i)3(ii)3 20231231 20231231 20231231 (a)202062022228JD.com(a)3C(b) (b)JINGDONG Property, Inc.2020820227 2023123118 202312318.10 20231231XV352 1.202312316,608,181,7722.600,0014,927,2273.49,593,3544.Jingdong Technology Group Corporation4,192,271,100JD.com20231231JD.com69.9% 5.7,2876.頴35,7127.7,2878.29,6229.29,62210.(L) (i)JD.comJD.comJD.comXVXV51112(ii)5AD1A41(4)45XV 20231231JD.comAB 202312313,144,236,167JD.com JD.com60JD.com #AB 1.(i)Max Smart Limited22,974,550A202312 316011,800,000A(ii) Max Smart Limited305,630,780BMax Smart LimitedFortune Rising Holdings Limited17,581,344B(2) 2.Fortune Rising Holdings Limited17,581,344BFortune Rising Holdings Limited(3)Fortune Rising Holdings Limited 3.Fortune Rising Holdings Limited17,581,344BJD.comJD.comFortune Rising Holdings LimitedJD.comFortune Rising Holdings LimitedFortune Rising Holdings Limited 20231231JD.comJD.com 1.(i)JD.com16,690(ii)JD.comJD.com31,6702.JD Jiankang Limited2,149,253,732JD Jiankang LimitedJD.com20231231JD.com69.9%3.26,521,2594.3,474,283,05820231231JD.com74.96%20231231JD.com69.9%5.(L) 20231231XV352 20231231336 1.202312 316,608,181,7722.Jingdong Technology Group CorporationJD.comJD.comJingdong Technology Group Corporation4,192,271,1003.Perfect Match LimitedJungle Den Limited Jazz Dream LimitedMille Stelle Limited508,143,522TCT (BVI) LimitedTCT (BVI) Limited4.(L)5.336 20231231336 133514 202311 50,870,2080.77% 2018331. 598,847,916 127,111,8871.92%28 20183312028331 20231231 1. 2. 2021510 609,160,76710% 30% 20231231609,160,767609,160,7679.20% 121% 203