Supply depth, convenient payment, and fast fulfillment: JD HEALTH (06618) has achieved rapid growth in its instant retail business.

On August 13, 2026, JD HEALTH Co., Ltd. (stock name: JD HEALTH, stock code: 06618 [HKD counter] and 86618 [RMB counter]) released its interim performance announcement for 2026. In the first half of 2026, JD HEALTH's total revenue reached RMB 40.9 billion, a year-on-year increase of 15.9%; the operating profit under Non-IFRS metrics was RMB 3.5 billion, up 40.3% year-on-year, and the operating profit margin improved from 7.0% to 8.5%. Cao Dong, a SEC committee member of JD Group and CEO of JD HEALTH, stated that as a leading medical health services enterprise, JD HEALTH continues to implement its long-term operational strategy focusing on experience, cost, and efficiency, actively promoting the integration of its self-operated supply chain capabilities with medical services, deepening cooperation with industry chain partners, and steadily advancing the application of AI across various health consumption scenarios, providing users with accessible, convenient, high-quality, and affordable health products and intelligent health solutions. During the reporting period, JD HEALTH continued to enhance its instant retail omnichannel layout, with over 450 self-operated JD pharmacies nationwide covering more than 10 cities. Leveraging the omnichannel model of self-operated stores + online healthcare insurance + instant delivery, JD HEALTHs instant retail not only focuses on fast delivery but systemically releases capabilities in supply depth, payment convenience, and fulfillment efficiency. On the payment front, after pioneering online payment for personal healthcare accounts in Beijing, JD HEALTH has expanded its service coverage to 40 cities. In Beijing alone, over 900 designated pharmacies support this service, covering 16 administrative districts. The platform has established a complete purchasing process of online ordering, healthcare insurance payment, and rapid delivery. On the fulfillment side, relying on a grid delivery network covering over 2,600 counties and a delivery capacity supported by more than 2 million riders, JD HEALTH's instant retail business has expanded to over 300 cities nationwide, providing 24-hour medicine delivery service, with core areas offering deliveries in as fast as 9 minutes. In 2025, the number of partnered stores on the platform increased by over 100% year-on-year, and order volume grew by over 200%, maintaining rapid growth into the first quarter of 2026. In July 2026, the platform launched the 24-Hour Guardianship Plan, offering free one-on-one urgent delivery services at night. In the same month, it introduced the industrys first Cold Chain Drug Delivery Temperature Visualization service, which was first implemented in ten cities including Beijing, Shanghai, Guangzhou, and Shenzhen, continuously enhancing user service levels. From the near-field instant fulfillment at self-operated stores to the long-distance national distribution of B2C pharmaceutical e-commerce, and to the JD Buy Medicine Instant Delivery that covers over 2,600 counties and districts, JD Pharmacy has established a comprehensive omnichannel service network integrating O2O + B2C + offline self-operation. This is not merely a race in speed along a single dimension but a systemic capacity release through the collaboration of online and offline efforts, and the complementarity of near-field and far-field capabilities.