$JD LOGISTICS(02618)$ With the impact of tariffs, the logistics sector has shown significant divergence. The privatization of Dada Group by $JD.com(JD)$ has increased market attention, with the company’s market cap rising 4.22% in January 2025. However, cross-border business still represents a small share, so the direct impact of tariffs is limited.
Leveraging JD.com’s e-commerce ecosystem, Supply chain integration capabilities are outstanding, particularly in automated warehousing and AI technology applications. These strengths give JD a competitive edge. Looking ahead, it’s well-positioned to benefit from domestic consumption upgrades and the return of manufacturing. I am optimistic about this stock and I will hold it firmly.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
