Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report highlights significant developments in the retail and e-commerce sector, including new store openings, strategic partnerships, and innovative service offerings that indicate growth potential in various segments of the market Sector Review Internet & E-commerce - Douyin is developing a group buying app called 'Dou Sheng Sheng' to enhance user convenience in in-store group buying, indicating a strategic move into local lifestyle services [5] - JD.com has launched national 'consumer goods trade-in' subsidies in 15 provinces, offering a 15% discount on select consumer electronics, which is expected to boost sales [6] - Tmall Global reported that 2,415 new overseas brands opened their first stores in 2025, reflecting a double-digit growth in store openings and a diverse global supply chain [7] Supermarkets & Hypermarkets - Freshippo's budget community supermarket, Chaohesuan NB, has opened its first store in South China, with plans to surpass 400 stores by the end of 2025, marking a significant expansion [8] Apparel - Anta has agreed to acquire a 29.06% stake in Puma, becoming its largest single shareholder, which is part of Anta's strategy to enhance its global influence in the sporting goods market [9] Food & Beverage - Starbucks opened its first intangible cultural heritage concept store in Guangdong, integrating local cultural elements into its brand experience [10] - JD 7Fresh Kitchen is expanding nationwide, focusing on quality dining with transparency in operations and addressing industry pain points [11] - Tiki Easy Coffee has surpassed 1,800 stores, marking its growth as a leading travel coffee brand in China [12] - Starbucks China reported an 11% revenue growth in the December quarter, with same-store sales increasing for three consecutive quarters [13] Miscellaneous - Pop Mart has launched Pop Bakery, venturing into the dessert market and expanding its product offerings beyond toys [14] - IKEA has entered the instant retail market by launching services on JD NOW, covering multiple cities and offering promotional discounts [15] Market Overview - The China Chain Store and Franchise Association (CCFA) reported that over 60% of convenience store operators experienced year-on-year sales growth in 2025, although the growth rate has slowed compared to previous years [16]

本报讯（记者 何蕊）本市首个校企共建的具身智能机器人定向班，将在今年春季学期开班。昨天，北 京科技职业大学和京东集团签约，启动具身智能机器人领域专业建设、课程开发、实习就业等合作。企 业将把具身智能机器人4S店"搬进"大学校园，引入机器人售后维修服务产业，定向培养高端技能人才， 满足产业高速发展新需求。 北职大机电工程学院院长黄敦华说，随着具身智能机器人产量不断提升，市场上对掌握机器人维修保 养、二次开发等技能的专业人才需求陡增，设立定向班的目的，就是为了让在校所学和产业所需无缝衔 接，学生毕业后就能直接上岗。他介绍，定向班为学生配备校内外"双导师"，动手实践课时占比超过 60%。 北职大校长王伟表示，该校将通过深化产教融合、校企合作，一体推进教育科技人才发展，力争培养出 更多适应市场需求的高端技能人才。 双方还将依托行业需求，优化专业设置与人才培养方案，开展师资队伍建设。企业选派技术骨干与专家 担任兼职教师，参与课程教学与实习指导，把行业最新技术和经验送进校园；高校教师将参与企业项目 研发，积累实践经验反哺教学。 "实训+生产"应用基地也将在北职大落户，将企业产品、订单、项目引入教学，既满足学生技能训练、 ...

Core Viewpoint - The article highlights the successful retirement life of a long-time JD Logistics courier, Jin Yicai, showcasing the benefits of the company's employment practices and the financial stability it provides to its employees [1][4]. Group 1: Employee Success Story - Jin Yicai, the first courier at JD Logistics in Wuxi, has a monthly pension of over 4,000 yuan and savings exceeding 1 million yuan, indicating a financially secure retirement [1][4]. - He successfully purchased a home in Wuxi within five years of joining the company, fulfilling the promise made by his supervisor [4]. - Jin Yicai's story reflects the positive impact of JD's employment policies, which include full labor contracts and comprehensive social insurance for all employees [4]. Group 2: Company Employment Practices - JD Logistics is noted for being the only company in the industry that does not use labor dispatch and signs formal labor contracts with all employees, including couriers [4]. - The company has consistently paid full social insurance for its employees, which contributes to higher operational costs compared to other logistics companies [4]. - As of now, thousands of frontline employees have retired from JD, indicating a stable workforce and successful employee retention strategy [4].

Market Overview - The U.S. stock market indices experienced a significant rebound, with all three major indices rising over 1% as of February 6, 22:50 Beijing time, indicating a recovery from previous sell-offs in AI stocks [1][2] - Major technology stocks saw substantial gains, with Nvidia up 5.6%, AMD up 7%, and Broadcom up 5.1%, driven by renewed interest in AI infrastructure following Amazon's announcement of a $200 billion capital expenditure plan [1][2] Precious Metals - The precious metals market also saw a strong recovery, with spot gold rising 3.39% to $4,939.35 per ounce and spot silver increasing 7.22% to $76.02 per ounce as of the same time [2][3] - Morgan Stanley's report suggests that the long-term bullish trend for gold remains intact, supported by a weak dollar environment, as long as the dollar index stays below 100 [3] Geopolitical Developments - Recent negotiations between Iran and the U.S. in Muscat, Oman, have concluded temporarily, with both sides agreeing to continue discussions, which may impact market sentiment and geopolitical stability [4][5] - The situation remains tense, with Iran expressing readiness to respond to any military actions, particularly in light of increased U.S. military presence in the region [5]

Core Viewpoint - JD.com has launched the "Eternal Light" optical performance certification report in collaboration with IGI to help consumers evaluate the brilliance of natural diamonds beyond the traditional 4C standards [1][5]. Group 1: Certification and Collaboration - The "Eternal Light" certification adds a new dimension to diamond evaluation by assessing brightness, fire, and contrast, providing a more intuitive rating for consumers [5]. - JD.com has partnered with various diamond brands, including Xizuan, Zuokai, and Diamond Family, to offer limited-time promotions on diamonds that meet the "Eternal Light" certification [1][5]. Group 2: Industry Standards and Consumer Trust - IGI, as an independent gemological institute, promotes transparency and standardization in the diamond industry, enhancing consumer confidence in diamond purchases [8]. - JD.com has been actively working to improve the quality and standardization of the diamond industry by introducing various initiatives, including self-operated grading standards for lab-grown diamonds and offering services like cleaning, maintenance, and authentication [8]. Group 3: Future Plans - JD.com plans to deepen its collaboration with IGI to expand the coverage of the "Eternal Light" certification and engage more quality jewelry brands, aiming to provide consumers with diamonds that balance quality and cost-effectiveness [9].

Core Insights - The sales of French and British literary works on JD.com have shown significant growth in 2025, reflecting the sustained interest of Chinese readers in high-quality international literature and the effective role of JD.com in connecting overseas works with Chinese audiences [1][5]. Group 1: French Literature - Classic French works such as "Le Petit Prince" have become bestsellers, with over 500,000 copies sold in 2025 alone, indicating their deep emotional resonance and cultural significance among Chinese readers [2]. - Other notable French titles like "Les Misérables," "Vingt mille lieues sous les mers," and "Le Rouge et le Noir" have collectively seen over 50% growth in sales on JD.com in 2025, showcasing the diverse appeal of French literature in China [2][4]. Group 2: British Literature - British literary classics such as "Harry Potter," "Charlotte's Web," and "Wonder" have also experienced nearly 50% year-on-year sales growth on JD.com in 2025, highlighting their enduring popularity and emotional connection with Chinese readers [4][5]. - The universal themes and artistic qualities of these works contribute to their ability to resonate across cultural boundaries, reinforcing the stable demand for high-quality literary content in the Chinese market [5]. Group 3: JD.com's Role - JD.com is actively promoting the connection between French and British literature and Chinese readers by leveraging its supply chain capabilities and market insights to align literary offerings with reader preferences [7]. - The platform employs diverse reading scenarios and precise recommendations to enhance the accessibility of classic works, fostering greater understanding and resonance between French and British cultures and Chinese audiences [7]. - Looking ahead, JD.com plans to deepen collaborations with domestic and international publishing partners to introduce and promote more classic works, further expanding the reach and depth of French and British literature in China [7].

Group 1 - Mercedes-Benz officially launched its flagship store on JD.com, enhancing its digital retail presence in the Chinese market [1] - The flagship store will sell a selection of original brand products, personalized car accessories, brand derivatives, and selected maintenance products, providing consumers with a direct and convenient purchasing channel [1] - The entry of Mercedes-Benz into JD.com marks a significant step in the digital transformation of sales and marketing models in the automotive industry, alongside other luxury brands like BMW and Audi [1] Group 2 - JD.com's core advantage in attracting mainstream automotive brands lies in its integrated online and offline supply chain and service capabilities [2] - The platform ensures product authenticity, efficient warehousing, and fast delivery, supported by a robust retail supply chain [2] - JD.com has established a network of over 4,000 service stores, providing reliable support for online sales of automotive products and services [2]

Core Insights - The first JD AI Film Creation Competition has concluded, showcasing the power of AI creativity and leading a new trend of co-creating content between brands and users [1][2] - The competition attracted numerous creators and was supported by JD's JoyAI model, emphasizing the theme "1001 Gifts of Drama" [1] Group 1: Competition Overview - The competition lasted three weeks and involved a rigorous evaluation process by a jury composed of committee members, external directors, and academic experts [1] - A total of 10 outstanding works were selected from thousands of entries, receiving cash prizes and special awards [1] - Participants had the option to create content using the "Horse Honghong" IP or specified products from partner brands, with JD offering up to 100,000 yuan in cash rewards and promotional support [1] Group 2: AI in Brand Marketing - The event highlighted AI video as a key trend in brand marketing, with participant Yuan Hai winning the JD Global Purchase Brand Track Award for his animated short film "New Year Goods Special Forces," completed in just one week using AI tools [2] - The success of the competition demonstrated the significant potential of "user co-creation" in brand marketing [2] - JD plans to continue hosting AI film creation competitions for various holidays and themes, providing a platform for more creators to showcase their ideas and receive substantial rewards [2]

Core Insights - The popularity of French literature in the Chinese reading market is on the rise, with exports expected to grow by over 30% year-on-year by 2025 [1] - JD Books reflects this trend with increasing sales of multiple French classics and steady performance of British literature, indicating a sustained interest from Chinese readers in quality literary content from France and the UK [1] Group 1: French Literature - Classic works such as "Le Petit Prince" have become bestsellers, with over 500,000 copies sold in 2025 alone, showcasing the deep emotional resonance and universal themes that appeal to Chinese readers [2] - Other notable French titles like "Les Misérables," "Vingt mille lieues sous les mers," and "Le Rouge et le Noir" have also seen over 50% growth in sales on JD Books in 2025, enriching the diversity of French literature's presence in China [2] Group 2: British Literature - British literary works like "Harry Potter," "Charlotte's Web," and "Wonder" continue to captivate Chinese readers, achieving nearly 50% year-on-year sales growth in 2025 on JD Books [3] - The emotional universality and artistic classicism of these works contribute to their enduring appeal, reflecting a stable demand for high-quality international literary content in the Chinese market [3] Group 3: JD Books' Role - JD Books actively promotes the connection between French and British literature and Chinese readers by leveraging its supply chain capabilities to align with reading trends and reader feedback [4] - The platform utilizes diverse reading scenarios and precise recommendations to enhance the accessibility of classic works, fostering cultural understanding and resonance between French, British literature, and Chinese audiences [4] - Looking ahead, JD Books aims to deepen collaboration with domestic and international publishing partners to introduce and promote more classic works, further expanding the reach and depth of French and British literature in China [4]

2009，金宜财成为京东物流在无锡的第一位快递员，拿到了"NO.WXP001"号工牌。2024年1月，年满60岁的他正式退休。该消息一度登上网络热 搜。 2026.02. 06 本文字数：535，阅读时长大约1分钟 来源 | 证券时报·e公司、京东黑板报 据证券时报·e公司，京东公开了001号快递员金宜财退休后的生活状况。京东黑板报微信号2月6日上午发文称，金宜财现在过得充实富足，每月4000 多元养老金准时到账，还靠着打拼积攒下的积蓄和理财存到了一百多万，"房子不缺，车也有了，就是浑身还有使不完的劲"。 据称，金宜财在入职京东物流后一度因体力和精力双重压力打算辞职另寻他路。公司得知他要辞职的消息后非常重视，最后由刘强东出面和他沟通。刘 强东对他表示："老金，你一定要相信我，如果你再干5年还买不上房子，我自己掏钱送你一套。" 此后，他果然在入职后的第五年在无锡买了第一套房，还把一家人都接过来了。 有媒体报道，截至目前，已有数千名一线员工在京东退休。 微信编辑 | 苏小 第一财经持续追踪财经热点。若您掌握公司动态、行业趋势、金融事件等有价值的线索，欢迎提供。 专用邮箱：bianjibu@yicai.com （注 ...