在不少业内人士眼中，2025年是即时零售爆发的元年。今年以来，三大电商巨头在即时零售赛道相互围 追堵截，从单一维度的价格厮杀上升为平台业务生态能力的全局检验，重塑市场格局和消费心智。当市 场规模迈向万亿，可持续性的盈利能力将是电商企业的下一个关卡。 转自：北京日报客户端 2025年，电商行业迈入速度与效率的深水区：京东、美团与阿里火拼"分钟级履约"，感受硬折扣的深 浅；抖音、小红书深挖本地生活增量；AI规模化试验电商场景，优化"无人"服务……步入存量博弈周 期，电商行业的增长逻辑正从过去的规模扩张，转向效率与可持续性。 临近元旦，电商巨头在即时零售上再次玩起花样。在销售活动带动下，12月25日，七鲜小厨北京30家门 店订单量超过1.6万单。与此同时，淘天、美团也挂上"双旦"促销横幅，释放大额会员券。各类节日礼 盒、红酒、休闲零食等品类进入热销期。 "饿了么改名后有助于阿里将本地生活从'餐饮外卖'的垂直赛道，提升至'万物到家'的广阔战场，满足顾 客对于更多品类商品即时送达的边缘需求。"电子商务交易技术国家工程实验室研究员赵振营认为。 抢占节日场景 "从今天开始营业到中午11点，店内已经送出500多单了，现在还在 ...

Core Insights - December marks the beginning of the Christmas shopping season, following the "Black Friday" sales, presenting a significant test for domestic retail giants like JD.com as they expand overseas [2] - JD.com has launched its first overseas "Smart Wolf Warehouse" in the UK, leveraging its supply chain to enable rapid delivery to UK consumers [2][3] - A recent theft incident at JD.com's warehouse in the Paris region has raised concerns about security for Chinese companies operating abroad, highlighting the challenges of localizing operations [2][5] Company Strategy - JD.com has established over 130 overseas warehouses across 23 countries, with a total management area exceeding 1.3 million square meters [3] - The company is focusing on localizing its operations in Europe, including building teams and sourcing locally, which differentiates it from other e-commerce platforms [5] - The new "Smart Wolf Warehouse" in the UK spans over 3,000 square meters and is equipped with nearly 200 logistics robots, enhancing picking and shipping efficiency by approximately four times [4] Market Challenges - The theft incident in Paris has underscored the importance of security in JD.com's overseas expansion strategy, prompting a reevaluation of safety measures [5][6] - JD.com's approach to building a localized team and infrastructure is seen as a long-term investment, with expectations that it may take 10 to 20 years to gain acceptance among local consumers [5] - The company faces additional challenges related to geopolitical risks and compliance with local laws, which could pose significant operational hurdles [6]

Core Insights - The article highlights the competitive landscape of instant retail among major e-commerce players, indicating that 2025 is expected to be a pivotal year for the sector as companies shift focus from price wars to enhancing overall business ecosystem capabilities [1][4]. Group 1: Market Dynamics - On December 25, 2023, 30 stores of Qixian Xiaochu in Beijing received over 16,000 orders, driven by promotional activities such as free chocolate for users [2]. - Major e-commerce platforms like JD.com, Meituan, and Taotian are intensifying their marketing efforts ahead of the New Year, with significant sales expected for gift items and festive products [2][3]. - The instant retail market in China is projected to reach 971.4 billion yuan in 2023, with expectations to surpass 1 trillion yuan in 2024 and potentially reach 2 trillion yuan by 2030, reflecting an annual growth rate of 12.6% during the 14th Five-Year Plan period [7]. Group 2: Competitive Strategies - JD.com, Meituan, and Taotian are engaged in fierce competition, with JD.com adopting strategies such as zero commission and social security for delivery personnel, resulting in a daily order volume exceeding 25 million within 90 days of launching its services [4][5]. - Meituan has shifted its focus to instant retail by closing non-core businesses and enhancing its delivery capabilities, with over 30,000 flash warehouses established across 2,800 counties and cities [5][7]. - Alibaba is integrating its resources to enhance its instant retail offerings, with a focus on improving user experience and increasing profit margins through innovative business models like Taobao Flash Purchase [7][8]. Group 3: Financial Performance - In Q3 2023, Alibaba's instant retail revenue grew by 60% year-on-year, while JD.com's new business segment, including delivery services, saw a quarter-on-quarter growth of 12.56% [7]. - Despite revenue growth, Alibaba's operating profit declined by 85% year-on-year, indicating the high costs associated with sustaining competitive advantages through subsidies [7]. Group 4: Future Outlook - The competition in the instant retail market is expected to evolve beyond mere subsidies and order volumes, focusing instead on ecosystem collaboration, operational precision, and supply chain efficiency [8].

Core Insights - The e-commerce industry is transitioning from scale expansion to efficiency and sustainability as it enters a period of stock competition, with major players like JD, Meituan, and Alibaba competing fiercely in instant retail [1][8] - The year 2025 is anticipated to be a breakout year for instant retail, with significant marketing activities driving order volumes, as seen with 7Fresh's stores in Beijing [2][4] Group 1: Market Dynamics - Major e-commerce platforms are engaging in intense competition, with JD, Meituan, and Alibaba employing various strategies to capture market share in instant retail [4][5] - JD has launched initiatives such as 0 commission and social security for delivery personnel, resulting in a rapid increase in daily order volume [4][7] - Alibaba has invested heavily in subsidies to compete, with a reported 500 billion yuan allocated to capture market share in the instant retail sector [4][6] Group 2: Sales and Promotions - During the holiday season, e-commerce platforms are heavily promoting gift items, with significant sales increases expected for products like beauty gift sets and festive food items [2][3] - 7Fresh's promotional activities, including free chocolate giveaways, have significantly boosted order volumes, demonstrating the effectiveness of marketing strategies [2][3] Group 3: Financial Performance - Instant retail revenue for Alibaba grew by 60% year-on-year in Q3, while JD's new business segment, including delivery services, saw a 12.56% quarter-on-quarter increase [7] - Despite revenue growth, Alibaba's operating profit fell by 85% year-on-year, highlighting the challenges of sustaining profitability amid heavy subsidies [7] Group 4: Future Outlook - The instant retail market in China is projected to reach 971.4 billion yuan by 2025, with expectations to exceed 1 trillion yuan by 2026 [8] - The competition will increasingly focus on operational efficiency, ecosystem collaboration, and the ability to extract value from existing customers rather than just on subsidies and order volume [8]

Core Insights - The e-commerce industry is transitioning from scale expansion to efficiency and sustainability as it enters a period of stock competition, with major players like JD, Meituan, and Alibaba competing fiercely in instant retail [1][8] - The year 2025 is anticipated to be a breakout year for instant retail, with significant marketing activities driving order volumes, as seen with 7Fresh's stores in Beijing [2][4] Group 1: Market Dynamics - Major e-commerce platforms are intensifying competition in instant retail, with JD, Meituan, and Alibaba engaging in aggressive strategies to capture market share [4][5] - JD's entry into the food delivery market has seen rapid growth, achieving over 25 million daily orders within 90 days of launching its delivery service [4][6] - Meituan has shifted its focus to instant retail, closing non-core businesses and enhancing its delivery capabilities, with over 30,000 flash warehouses established [6][7] Group 2: Financial Performance - Instant retail revenue for Alibaba grew by 60% year-on-year in Q3, while JD's new business segment, including delivery, saw a 12.56% quarter-on-quarter increase [7][8] - Despite revenue growth, Alibaba's operating profit fell by 85% year-on-year, highlighting the challenges of sustaining high levels of subsidies [7] Group 3: Future Projections - The instant retail market in China is projected to reach 971.4 billion yuan by 2025, with expectations to exceed 1 trillion yuan in 2026 and potentially reach 2 trillion yuan by 2030 [8] - The competition in instant retail will increasingly focus on operational efficiency, ecosystem collaboration, and refined business operations rather than just subsidies and order volume [8]

有京东员工12月25日在社交媒体透露，京东在前一天刚刚给全国各地员工送上10万盒新年惊喜巧克力后，今天又发布了 2025年终奖公告，京东全集团92%的员工拿满甚至拿到超额年终奖，年终奖总投入同比增幅超过70%，预计将创下行业 今年最大涨幅。 亲爱的同事们: 2025年、全体京东兄弟展现了"战斗战斗、只做第一"的拼 搏精神,在创新业务开拓、市场攻坚克难、服务体验升级、 技术创新等领域,齐心协力、奋勇争先。正是全体京东人的 并肩战斗,让我们打赢了每一场关键战役。今年各业务随目 标达成,薪酬升级持续进行中!在此岁末年初之际,公司年 终奖发放计划安排如下: 1、发放时间 · 今年升级为19薪的部门内,年度绩效A+的同事将获得 10倍月薪年终奖,即全年22薪;年度绩效A的同事将获 得9倍月薪年终奖,即全年21薪;年度绩效B+的同事将 获得7倍月薪年终奖,即全年19薪。 · 今年升级为20薪的部门内,年度绩效A+的同事将获得 12倍月薪年终奖,即全年24薪;年度绩效A的同事将获 得10倍月薪年终奖,即全年22薪;年度绩效B+的同事 将获得8倍月薪年终奖,即全年20薪。 · 采销同事们25年将达到平均25薪,上不封顶!26 ...

Core Viewpoint - The "2025 Hi in Suqian, Enjoy Winter Shopping" consumption season aims to stimulate consumer activity through a series of events and promotions, aligning with the city's consumption enhancement initiatives [1] Group 1: Event Overview - The consumption season will span key holiday periods including New Year's Day, Spring Festival, and Lantern Festival, featuring a variety of activities and benefits to invigorate the market [1] - The event will be structured around four main dimensions: comprehensive collaboration, supply of New Year goods, empowerment of the catering sector, and upgrading of consumption scenarios [3] Group 2: Activity Highlights - Over 300 events will be organized across nine districts, each with unique themes, such as digital consumption activities in Suqian District and a winter consumption festival in Shuyang District [3] - Specific activities include a countdown event and New Year concert in Suqian District, a flower and pet market in Shuyang County, and a food tasting event in Siyang County [3] Group 3: Online and Offline Integration - The event will feature a "JD New Year Goods Carnival" in collaboration with JD Group, showcasing a wide range of products including green home appliances and quality agricultural products [4] - An online New Year goods festival will be launched, involving major e-commerce platforms and live streaming events to facilitate seamless online and offline shopping experiences [4] Group 4: Culinary Promotion - A winter food promotion season will be held to highlight local culinary specialties, including the creation of a "Suqian New Year Dish" brand in partnership with JD Group [6] - The initiative aims to enhance the dining market by offering discounts and promoting traditional New Year meal packages [6] Group 5: Consumer Experience Enhancement - The city will promote the integration of culture, tourism, and commerce, creating new consumer experiences through various activities and guides [6] - New consumption landmarks will be established to attract visitors and encourage longer stays, thereby increasing overall consumer spending [6] Group 6: Safety and Participation - The city’s business bureau will ensure strict safety measures are in place during the events, aiming to create a secure and enjoyable shopping environment for consumers [8] - Citizens and tourists are encouraged to participate in the activities, enhancing the festive atmosphere and local engagement [8]

Core Viewpoint - The article highlights the illegal activities of individuals exploiting e-commerce platforms for personal gain, specifically through fraudulent refund schemes, which ultimately led to severe legal consequences for the perpetrators [1][4][8]. Group 1: Fraudulent Activities - The individuals, identified as Lai and Xie, engaged in a scheme on JD.com where they purchased items with gifts, only to refuse the main products upon delivery, thus obtaining refunds while keeping the gifts [1][2]. - From 2024, this group executed 5,620 fraudulent orders using 35 different accounts, primarily utilizing fake phone numbers for delivery [2]. Group 2: Legal Consequences - Lai and Xie were sentenced to over ten years in prison for their actions, with fines of 50,000 RMB each, and were ordered to repay approximately 1,029,296.7 RMB to JD.com [4][8]. - The court found their actions to be a significant violation of the law, constituting fraud due to the large scale of their operations, which involved over 45,722 items valued at approximately 1,499,061 RMB [4][6]. Group 3: E-commerce Platform Response - JD.com has implemented measures to improve its refund processes and monitor for unusual activities to prevent similar fraudulent behaviors in the future [3][8]. - The platform has actively participated in combating illegal activities related to "sheep shearing" schemes, reporting over a hundred cases to law enforcement in 2025 alone [3][5]. Group 4: Legal and Ethical Implications - Legal authorities emphasize that such fraudulent activities are not mere civil disputes but serious criminal offenses, warning consumers against exploiting loopholes in e-commerce systems [6][7]. - The case serves as a cautionary tale for those attempting to exploit e-commerce platforms, highlighting the severe penalties that can arise from such actions [8].

根据通知，今年升级为19薪的部门内，年度绩效A+的员工将获得10倍月薪年终奖，即全年22薪；年度绩效A的员工将获得9倍月薪年终奖，即全年21薪；年 度绩效B+的员工将获得7倍月薪年终奖，即全年19薪。 今年升级为20薪的部门内，年度绩效A+的员工将获得12倍月薪年终奖，全年24薪；年度绩效A的员工将获得10倍月薪年终奖，全年22薪；年度绩效B+的员 工将获得8倍月薪年终奖，即全年20薪。 据多家媒体报道，京东集团12月25日内部正式公布2025年年终奖发放计划。 值得一提的是，根据今年年终奖规则，京东全集团超过92%的员工可以拿到全薪及以上。同时，据媒体报道，今年京东年终奖总投入同比增幅超过70%。 此外，京东采销今年将实现平均25薪，上不封顶。据悉，京东2026年将达到平均26薪，上不封顶。 ...

"年终奖"话题爆了！ 字节跳动表示，此举系为确保员工薪酬竞争力和激励回报在全球各个市场都"领先于头部水平"。对于加大人才 投入的背景，字节跳动在邮件中解释称，行业正面临新的机遇和挑战，公司希望更好地激励和保留优秀人才， 同时也更好地吸引全球优秀人才加入公司，做到"什么时候加入都不晚"，鼓励大家和公司业务一起，再上一个 更大的台阶。 券商中国12月25日获悉，京东发布2025年终奖公告：京东集团92%的员工拿满甚至拿到超额年终奖，年终奖总 投入同比增幅超过70%，预计将创下行业今年最大涨幅。其中京东采销今年将实现平均25薪，上不封顶。 近日，巨头涨薪消息不断。网传比亚迪已对技术研发人员实施涨薪，调薪幅度多数在1000元左右，个别可达 3200元。字节跳动的年终奖此前也一度刷屏，据网传方案，2025全年绩效周期的奖金增长35%；M级员工激励 月数上限加1.5个月，M+级加2.5个月。 京东年终奖：增超70% 12月25日，据悉，京东发布2025年终奖公告：京东集团92%的员工拿满甚至拿到超额年终奖，年终奖总投入同 比增幅超过70%，预计将创下行业今年最大涨幅。 京东发布的公告显示，在京东，今年升级为19薪的部门内 ...