JD INDUSTRIALS released its interim results, with a profit of 619 million yuan during the period, an increase of 37.2% year-on-year, continuously promoting the intelligent upgrade of the industrial supply chain

According to the Zhitong Finance APP, JD INDUSTRIALS (07618) announced its performance for the six months ending June 30, 2026. During this period, the group achieved revenue of RMB 13.063 billion, an increase of 27.4% year-on-year; profit was RMB 619 million, an increase of 37.2% year-on-year; and basic earnings per share were RMB 0.23.

The group's merchandise sales revenue, mainly including MRO products and BOM products, increased by 28.2% from RMB 9.6 billion for the six months ending June 30, 2025, to RMB 12.3 billion for the six months ending June 30, 2026. This growth was primarily due to the deepening cooperation with existing key enterprise customers, prompting these customers to increase their spending. During this period, the number of key enterprise customers served by the group also increased from approximately 11,000 to about 13,000.

The key enterprise customer business maintained rapid growth in the first half of 2026, mainly due to the continuous strengthening of customer service depth and the leadership in the digital upgrade of industrial product procurement. JD INDUSTRIALS launched standardized solutions such as "SRM full-link digitalization" and "full custody of long-tail materials" to provide cross-scenario and cross-category supply chain services for customers in different industries.

In the first half of 2026, the "Taipu" industrial supply chain solution was upgraded with the empowerment of AI technology. The core modules of the Taipu solution, including procurement demand insights, material standardization, and price compliance review, saw significant improvements in design and delivery efficiency driven by AI technology. The solution no longer relies on the personal experience and efficiency of consultants, becoming more standardized and easier to replicate and implement. As a result, the upgraded Taipu solution rapidly increased the number of customers and transaction volume covered by the group. During the 12 months ending June 30, 2026, the transaction retention rate for key enterprise customers reached 119%, continuously increasing the share of customer wallet and stickiness.

During the reporting period, the group focused on enhancing its industrial large model capabilities, accelerating the integration of AI into business scenarios, and empowering different customer groups through intelligent applications, continuously promoting the intelligent upgrade of the industrial supply chain. At the foundational capability level of large models, the group initiated the "Bai Chuan Plan," collaborating with leading brand manufacturers to create industry vertical models, transforming scattered product manuals and massive data into standardized datasets. The vertical models trained in this way can improve product recognition accuracy, reduce reliance on manual labor, and enhance procurement efficiency. Leveraging AI technology and JD INDUSTRIALS' years of accumulated industrial product data assets, the group's standard product database achieved a key breakthrough in intelligent modeling: 30% of standard product data can be automatically generated by AI, increasing the efficiency of product creation by 14.5 times. This means that the industry's challenges in industrial product standardization are gradually being tackled, providing a solid data foundation for precise decision-making by downstream intelligent agents and serving as an important barrier for JD INDUSTRIALS to maintain long-term competitive advantages.

Based on these model capabilities, the group deeply embedded AI capabilities into business scenarios through intelligent agents, accelerating the conversion into operational value. In the first half of 2026, the company deployed more than 70 intelligent agents, covering core processes such as procurement, fulfillment, and operations, contributing to an AI incremental gross merchandise volume (GMV) that accounted for 6.5% of the GMV of key enterprise customers, with core position productivity improving by 16.6%