Core Insights - The report highlights the identification of 348 suspected illegal activities related to online sales in Nanning for the year 2025, aiming to regulate concentrated promotional activities and maintain fair online trading practices [1] Group 1: Monitoring Scope and Focus - The monitoring scope covered major e-commerce platforms including Taobao, Tmall, JD.com, Alibaba, and Suning.com, focusing on key products such as electric bicycles, food, and special food [1] - Key areas of monitoring included concentrated promotions, intellectual property, advertising, fair trading, and online food services [1] Group 2: Findings and Violations - Platforms such as Douyin, Meituan, Taobao, Ele.me, JD.com, 1688, and WeChat Mini Programs showed significant suspected illegal activities, with Douyin having 67 cases, Meituan 61, Taobao 45, Ele.me 38, and JD.com 30 [1] - The main types of violations identified included abnormal registration numbers/filing information, illegal advertising and false promotion, illegal modifications of electric bicycles, licensing violations, unlicensed operations, and non-compliance with labeling standards [1] Group 3: Regulatory Actions - The Nanning Market Supervision Administration has distributed all 348 suspected illegal activity cases to local market supervision departments for investigation and urged them to enhance regulatory enforcement [1]

一、获取内部邀约资格 入驻第一步需对接京东慧采的采销人员，对方会详细核实商家的综合情况。若审核评估通过，采销人员 会发放商家信息登记表供填写。商家完成表格提交后，采销人员将按内部规范流程上报系统，待系统审 核通过，即可获取专属的供应商简码。 二、凭借供应商简码搭建VC后台 成功拿到供应商简码，意味着商家已与京东慧采采销人员完成合作绑定。后续可直接通过VC注册流 程，完成专属VC后台的创建与激活。 三、完成品牌录入（按需操作） 进入正式的产品创建环节，建议商家在填写产品信息时，尽可能完善各项细节参数、产品说明等内容， 详细的产品信息有助于提升后续运营效果。 七、签订正式合作合同 最后需与京东平台签署正式合作协议，通过法律合同的形式，明确双方的权利与义务，建立合法合规的 合作关系。 文章编辑WDRZ009 若商家所持商标尚未在京东慧采系统中完成收录，需在本环节补充品牌相关资料并提交录入；若商标已 处于系统收录状态，此步骤可直接跳过。 四、新增产品线（类目添加） 本环节本质是完成入驻类目的添加，商家需根据自身经营品类，按要求提交产品线新增申请，确保品类 符合平台入驻规范。 五、配置物流方案及厂直模式考试 入驻过程中 ...

Core Viewpoint - The logistics industry is undergoing significant restructuring, highlighted by the recent announcements of voluntary delistings from the stock market by companies like Debon and Aneng Logistics, signaling a maturation of the capital market [1][3]. Group 1: Delisting Announcements - Debon Logistics announced its voluntary exit from the A-share market on January 13, 2026 [1]. - Aneng Logistics, listed in Hong Kong, confirmed its delisting date as February 9, 2026, following Debon's announcement [3]. - The delistings are part of a broader trend in the logistics sector, indicating a shift in market dynamics [13]. Group 2: JD's Acquisition of Debon - JD.com is acquiring Debon at a price of 19 yuan per share, representing a 35% premium over the stock price prior to suspension, amounting to a total investment of approximately 15.6 billion yuan [5]. - This acquisition is part of JD's strategy to resolve overlapping business issues within five years, with the delisting being a crucial step in fulfilling this commitment [7]. - JD has increased its stake in Debon to 75.4% prior to the acquisition, indicating a strategic move to consolidate control and streamline operations [9]. Group 3: Industry Trends and Challenges - The logistics industry is experiencing a wave of delistings, with many companies, including Debon and Aneng, choosing to exit the public market due to regulatory constraints that hinder deep integration and operational efficiency [18]. - The shift away from public listings is seen as a rational decision for companies to focus on service quality and cost optimization rather than maintaining a public image [24]. - The industry is moving from a fragmented competitive landscape to a more oligopolistic structure, where a few major players dominate the market [20]. Group 4: Financial Performance and Market Dynamics - Debon reported a loss of 277 million yuan in the first three quarters of 2025, reflecting the unsustainable nature of aggressive expansion and price competition [22]. - The changing consumer demands now prioritize customized solutions and comprehensive service tracking over mere price and speed, necessitating a shift in business strategies [24]. - The regulatory environment is tightening, with over 30 companies facing mandatory delisting in 2025, pushing firms to adapt or exit the market [26]. Group 5: Future Outlook - The delistings are expected to create a more competitive environment, potentially leading to improved service quality for consumers as companies focus on efficiency and cost control [31]. - The future logistics landscape will emphasize service excellence and operational efficiency rather than mere network expansion [29]. - The outcome of JD's significant investment in Debon will be closely monitored to assess whether it achieves the anticipated synergistic benefits [29].

不仅能主动跟你唠嗑，闲话家常，介绍养生方法，听戏听歌，关键时候还能紧急呼救——如今玩具已经不 再是孩子的专属，AI老人玩具也开始上线——近日，京东京造第二批自研AI玩具亮相，新开发了针对年轻 人和老年人的AI玩具，也在社交平台吸引众多"老小孩"开心晒图。 据京东相关负责人介绍，其自研AI玩具能快速从概念走向市场，并持续稳定供应，得益于平台的超级供应 链优势，可在30天内实现从产品定义、技术对接到上市推广。在使用过程中，AI玩具所回应的也不是简单 指令，而是依托京东健康、京东图书等海量资源，覆盖了健康、娱乐、教育等真实生活场景的内容数据， 更加贴合现实需求。所以更重要的是背后的"技术"。比如系统能识别婴幼儿的哭声并给予安抚，为儿童提 供启蒙引导并识别潜在风险，与年轻人进行有深度的主题聊天，也能用方言陪伴老年人，并关注他们的健 康与社交需求。 这种好用的AI能力，正在更多照入现实。京东数据显示，在2025年11.11期间，搭载JoyInside的生态产品销 量较同年618期间增长逾20倍，显示出强劲的增长爆发力。 晓风 老人玩具长啥样？记者搜索发现，这种名叫"唠唠鹦"的老人AI玩具售价只要一百多元，模样就是一只毛 ...

Core Viewpoint - JD.com has achieved a record revenue of 1.15 trillion yuan, surpassing Alibaba by nearly 180 billion yuan and Huawei by approximately 300 billion yuan, establishing itself as China's largest private enterprise and the only private company with over a trillion yuan in revenue [1][3][5]. Group 1: Revenue and Workforce - JD.com reported a total revenue of 1.1588 trillion yuan, significantly exceeding Alibaba's 984.7 billion yuan and Huawei's 860 billion yuan, marking it as the largest private enterprise in China [3][5]. - The company employs 670,000 staff members, contributing to its substantial revenue generation [1]. Group 2: Employee Welfare and Business Strategy - JD.com has invested heavily in employee welfare, with over 116.1 billion yuan spent on labor costs last year, and offers a housing loan program for employees, providing up to 1 million yuan [1][9]. - The company has implemented a strategy of full social insurance coverage for all delivery personnel, enhancing employee satisfaction and loyalty [7][9]. Group 3: JD Health and Growth Potential - JD Health has shown remarkable growth, with total revenue projected to increase by 8.6% to 58.2 billion yuan in 2024, becoming a significant profit driver for the group [10]. - The introduction of innovative health products, such as "Xiaoniu Acid," has led to substantial revenue growth, with JD Health's net profit reaching 2.44 billion yuan, accounting for nearly a quarter of the group's total profit [17]. Group 4: Market Position and Competitive Advantage - JD.com has established a robust logistics network with 3,600 smart warehouses and a storage area equivalent to 4,500 football fields, enabling rapid order fulfillment [7]. - The company has successfully penetrated the high-net-worth consumer market, with 77% of households earning over 500,000 yuan annually making purchases on JD.com [12]. Group 5: Contribution to National Economy - Private enterprises in China, including JD.com, have collectively generated 41 trillion yuan in revenue, significantly contributing to the national economy and employment [21]. - The government is supporting private enterprises through tax reductions and encouraging technological advancements, allowing companies like JD.com to thrive [23].

1月18日，南京的曾先生一家，收到了一份特殊的"惊喜"——一条重达38斤、价值169万元的查干湖冬 捕"头鱼"。 几天前，作为京东老用户，曾先生参与了京东生鲜查干湖"头鱼"抽奖活动，意外成为2026年第一位幸 运"查鲤"。1月18日，这条象征着"年年有余、鸿运当头"的头鱼，通过京东物流五重锁鲜体系送到了南 京，并由知名国宴主厨、"夏叔厨房"主理人夏天上门开鱼，现场展示"一鱼三吃"做法，将其烹制成剁椒 鱼头、国宴珊瑚鱼、鱼尾汤三道特色菜肴，为曾先生一家带来了一份色鲜味美的头鱼盛宴。京东青春采 销全程直播，并在直播间送出5折爆品优惠及"头鱼"同网捕捞的、价值5000多元的查干湖有机胖头鱼礼 盒，与广大网友共享这份"福气到家"的美好祝福。 这是一场跨越近2000公里的幸运传递。从吉林查干湖到江苏南京，京东拍下"头鱼"将其免费送出，以最 诚挚的方式亲自送给幸运用户并上门开鱼，将这份来自查干湖冰原的鲜美与"头鱼"的好运，分享给全国 的消费者。这既是一份承诺，更是一份底气与坚守——今年，京东生鲜包销近50%产量的查干湖鱼，成 为其最大的线上销售渠道。查干湖"头鱼"之旅，正是京东生鲜"从源头到餐桌"强大供应链能力的生动展 ...

Core Insights - The article highlights the rising popularity of "ground spinach" in Henan, which has become a trending vegetable due to its unique shape and sweet taste, being referred to as the "Hermès of spinach" [1] - JD Seven Fresh Supermarket has launched its spring vegetable section earlier than the industry standard, starting in mid-January instead of late February, to cater to consumer demand for fresh spring flavors [4] Group 1: Early Launch and Variety - JD Seven Fresh has introduced a wider variety of spring vegetables, with the number of new products doubling compared to last year, featuring over 30 varieties in North China and nearly 20 in East and South China [4] - The supermarket's early launch is part of a strategic initiative that began in November of the previous year, allowing for better planning and sourcing of fresh produce [4][11] Group 2: Direct Sourcing and Quality Assurance - All spring vegetables are sourced directly from core production areas, ensuring high quality and freshness, with specific examples like spring bamboo shoots from Fujian [7] - JD Seven Fresh employs a self-developed traceability system that provides transparency regarding food safety, allowing consumers to track the entire supply chain from farm to store [9] Group 3: Benefits to Stakeholders - The initiative benefits consumers by providing early access to fresh produce and a sense of security through the traceability system [11] - Farmers benefit from stable sales and income through "package garden" collaborations and pre-purchase plans, ensuring a reliable market for their products [11] - The practices implemented by JD Seven Fresh serve as a reference for differentiated development in the fresh food retail industry, enhancing quality control and supply chain efficiency [11]

1月17日，京东工业副总裁、华东太璞业务部总经理Elwin Chen出席观察者网"2026答案秀·思想者春 晚"，参加《从"中国制造"走向"全球赋能"》"临界点交锋"圆桌讨论。 Elwin Chen介绍说，京东的使命是"以供应链为基础的技术与服务提供商"，核心做的是供应链服务—— 各行各业只要涉及供应链，其实都是京东的服务范围。 "很多时候你找一圈会发现：中国制造能力不差，缺的是品牌、销售途径，以及触达终端客户的能力。 京东正好是平台，可以把中国内部好的东西帮助企业解决一部分问题，同时也能帮助海外业务解决相关 问题。这就是我们基于自身供应链能力和解决方案，帮助中国企业解决问题的一种手段。" 0:00 本文系观察者网独家稿件，未经授权，不得转载。 他观察到中国供应链现在不是东西太少，而是东西太多；不是没做信息化，而是信息化程度有点过剩， 有时候是为了信息化而信息化。 中国制造业里，大型制造业基本都上了MES、ERP、SRM等一系列智能供应链系统，但真正能发挥价 值的不多。过去二三十年，中国制造业一直处于高速奔跑阶段——在奔跑中不停补短板：这块缺就补一 下，那块缺就补一下。结果是做了很多东西，但没有从系统角度看整 ...

●2025超级面料之"穿身上的空调"——凉感面料，超细纤维密织，速干凉感，实现明显"一触即凉"效 果。受气候变化、消费者健康意识和技术创新推动，凉感面料快速发展。该类面料以Q-MAX值(接触瞬 间凉感系数)为核心指标，国标规定≥0.15为"有凉感"，可隆品牌对凉感性能提出更高标准，其产品凉感 性能从接触凉感(Q-MAX值≥0.18)和持续凉感两个维度入手，有效避免了"短暂冰凉、迅速回温"的伪凉 感问题。如今，凉感技术已从运动服拓展至日常休闲服饰，向"凉感+速干+抗菌+防晒+环保"多功能复 合方向升级，成为夏季功能性穿着的刚需。从搜索热度来看，凉感面料关联搜索TOP3服饰为"凉感T 恤"、"凉感衬衫"、"凉感男裤"，搜索量同比增长均超8倍。 你是否曾设想，一件衣物也能如"智能空调"般自动调节温度？你是否曾设想，穿过的羽绒服无需刻意清 洗？你是否曾设想，冬日的保暖衣物能够自主发热，而夏日亦可穿着羊毛服饰？而这些设想，正是2025 年服饰消费市场中备受关注的创新趋势。 回望2025年的服饰市场，有一个关键词被广大消费者频繁提及，那就是"面料"。《2025双11服饰美妆消 费趋势调研报告》显示，93.6%的消费者相较 ...

Core Insights - The community group buying sector has rapidly transitioned from explosive growth to a collective retreat, with major players like Alibaba's Taocai Cai, Didi's Orange Heart Selection, and Meituan exiting the market, leaving only Pinduoduo's Duoduo Maicai remaining [1][2] Group 1: Market Dynamics - In 2020, internet giants heavily invested in community group buying, with total financing reaching hundreds of billions and over 200 companies involved, leading to a fierce competition [2] - Regulatory scrutiny began in December 2020, with the introduction of new rules aimed at preventing unfair competition, marking a turning point for the industry [2] - By 2021, the bubble burst, leading to a wave of bankruptcies and significant business reductions among major players, including Didi and JD [3] Group 2: Business Model Challenges - The community group buying model has faced fundamental profitability issues since its inception, relying on heavy subsidies and unsustainable pricing strategies that failed to yield long-term profits [4] - The high loss rates and low margins associated with fresh produce further exacerbated the profitability challenges, leading to long-term losses for many platforms [4] Group 3: Competitive Pressures - The sector faced intense competition, with numerous platforms vying for market share, resulting in resource wastage and increased market saturation [7] - The rise of alternative retail formats, such as discount stores and instant retail, diminished the competitive advantages of community group buying, leading to a decline in market space [7] Group 4: Shift to Instant Retail - Instant retail has emerged as a new battleground for major players, with projections indicating that the market could exceed 1 trillion yuan by 2026 [8] - Changing consumer preferences towards immediate gratification have rendered the community group buying model less appealing, as consumers now prioritize convenience and speed [8] - Major companies are investing heavily in instant retail, with Alibaba, JD, and Meituan all planning significant financial commitments to capture market share [9]