On the evening of March 9, JD.com released its 2022 full-year and 2022 fourth-quarter performance reports. According to the financial report data, the revenue of Jingdong Group in 2022 will reach 1,046.2 billion yuan, which is the first time that Jingdong Group’s annual revenue has exceeded the 1 trillion yuan mark. At the critical point of economic recovery, a positive signal was sent.
The financial report shows that in the fourth quarter, Jingdong Group achieved revenue of 295.4 billion yuan, a year-on-year increase of 7.1%, of which service revenue was 57.8 billion yuan, a year-on-year increase of 40.3%. In 2022, Jingdong Group's revenue will be 1,046.2 billion yuan, a year-on-year increase of 9.9%, and service revenue will be 181.2 billion yuan, a year-on-year increase of 33.3%.
70% of revenue from external customers
Customer stickiness in the integrated supply chain continues to increase
It is worth mentioning that FMCG is the industry with the highest proportion of JD Logistics’ external integrated supply chain logistics revenue, and has made great progress in understanding and insight into the industry.
In 2022, JD Logistics will continue to serve Yili Group, one of the largest dairy companies, providing it with integrated supply chain logistics services including supply chain consulting planning, digital system construction, supply chain planning and operation, and basic logistics services.
Since the comprehensive cooperation, JD Logistics has not only helped Yili solve the problems of multi-channel inventory fragmentation and unbalanced inventory distribution, but also significantly reduced Yili's inventory turnover days and the proportion of temporary inventory for products that require high freshness such as liquid milk. The supply chain upgrade of the entire dairy industry provides practical experience and paths.
At the same time, JD Logistics is also continuing to promote the decoupling of the supply chain, and has created solutions and products for multiple industry segments in response to the needs of customers such as drinks and cosmetics and segmented business scenarios.
In 2022, the vigorous development of live broadcast e-commerce will also provide new development momentum for JD Logistics. Since becoming one of the first logistics companies to access Douyin E-commerce's "Yinxieda" service, the scope of cooperation between JD Logistics and Douyin E-commerce has further extended to the supply chain field. As of December 31, 2022, it has served more than 20,000 Douyin e-commerce platform merchants. During the Spring Festival in 2023, JD Logistics has also become the official logistics partner of Kuaishou e-commerce, providing uninterrupted delivery services for the majority of Kuaishou e-commerce merchants and consumers.
While improving the comprehensive service capabilities of the integrated supply chain, JD Logistics is also increasing investment in network capacity building in key cities to ensure high-quality service levels for standardized products such as express delivery and express delivery. Good service experience and satisfaction directly promote the growth of performance.
In 2022, the revenue from other customers, including express delivery and express delivery, will reach 60 billion yuan, a year-on-year increase of 78.3%, of which the fourth quarter will increase by 115.7% year-on-year. The good service experience has been affirmed by many consumers. In the 2022 single-quarter express service public satisfaction survey announced by the State Post Bureau, JD Logistics continued to rank in the first echelon, and ranked first in the third quarter.
Modern logistics connects production at one end and consumption at the other end. It is an important support for extending the industrial chain, upgrading the value chain, and building the supply chain. It also plays a leading, fundamental, and strategic role in building a modern industrial system.
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