-
JD.com recently announced a collaboration with CATL and GAC Group to launch and exclusively sell a new battery-swappable electric vehicle, the “National Good Car,” on its platform during the 11.11 festival, focusing on safety, charging efficiency, and affordability based on user insights.
-
This marks a significant move into the automotive retail sector for JD.com, which will leverage its e-commerce reach and data analysis while leaving manufacturing and battery supply to its partners.
-
We’ll now explore how JD.com’s entry into exclusive electric vehicle offerings could influence its broader digital retail and logistics investment narrative.
These 9 companies survived and thrived after COVID and have the right ingredients to survive Trump’s tariffs. Discover why before your portfolio feels the trade war pinch.
To own JD.com stock, you need to believe in its long-term ability to expand and profitably diversify across China’s digital retail, logistics, and new consumption models, leveraging technology and existing user engagement. The recent move into exclusive EV sales during the 11.11 festival is headline-grabbing, but has little immediate effect on the biggest short-term catalyst: execution through upcoming retail promotions and delivery cross-selling; nor does it shift the main current risk of continued losses from new initiatives like food delivery.
Among recent announcements, JD.com’s ramp-up in investment for the 11.11 season, highlighted by broker expectations and management commentary, aligns with cross-selling and quick commerce ambitions that remain the main focus for near-term retail growth. This new exclusive auto launch supports those ambitions by reinforcing JD.com’s data-driven ecosystem, but does not remove risks associated with scaling new, margin-sensitive businesses.
On the flip side, investors also need to be alert to the risk that despite retail synergies, sustained operating losses in new verticals like food delivery could…
Read the full narrative on JD.com (it’s free!)
JD.com’s outlook projects CN¥1,517.4 billion in revenue and CN¥45.1 billion in earnings by 2028. This scenario requires an annual revenue growth rate of 6.2% and a CN¥6.4 billion gain in earnings from the current level of CN¥38.7 billion.
Uncover how JD.com’s forecasts yield a $44.99 fair value, a 36% upside to its current price.
Simply Wall St Community members submitted 29 unique fair value estimates for JD.com, ranging from US$28.36 to US$123.24 per share. While optimism about supply chain efficiencies is strong, intensifying competition and ongoing losses in new segments continue to inform contrasting expectations, explore the full range of views and see how your outlook fits in.
Explore 29 other fair value estimates on JD.com – why the stock might be worth 14% less than the current price!
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
Every day counts. These free picks are already gaining attention. See them before the crowd does:
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include JD.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com