Overview
- Tencent reported revenue of RMB 192.9 billion and profit attributable to shareholders of RMB 63.1 billion, with Weixin/WeChat at 1.414 billion MAUs and a record RMB 22.8 billion in quarterly R&D spending.
- JD.com posted revenue of RMB 299.1 billion and net profit of RMB 5.3 billion, as CEO Xu Ran said annual active users surpassed 700 million in October.
- JD Logistics delivered revenue of RMB 55.1 billion and net profit of RMB 2.03 billion, while payroll expenses for operations staff jumped nearly 50% alongside nationwide network expansion to 1,600+ warehouses and 2,000+ cloud warehouses.
- SMIC recorded revenue of RMB 17.16 billion and net profit of RMB 1.52 billion, and guided Q4 revenue to be flat to up 2% quarter on quarter with gross margin of 18% to 20%.
- Bilibili returned to profit with RMB 469 million as DAU, MAU, and 35 million paying users hit records, while Xunlei’s $550 million GAAP profit was driven largely by a $545.8 million unrealized gain on an investment, with non‑GAAP profit at $5.3 million and Q4 revenue outlook of $1.31–$1.39 billion.