每经AI快讯，10月13日，热门中概股盘初大涨，阿里巴巴、百度涨近5%，拼多多涨3.4%，京东涨近 4%，富途控股涨6.7%。 ...

Core Insights - The duration of the "Double 11" shopping festival has been extended, with major e-commerce platforms starting their promotions earlier and lasting longer than in previous years [2][4][11]. Group 1: E-commerce Platforms' Strategies - JD.com announced the start of its "Double 11" promotions on October 9, extending the event until November 14, marking an earlier and longer promotional period [2]. - Other platforms like Douyin and Kuaishou have also begun their "Double 11" promotions earlier, with Douyin starting on October 9 and Kuaishou on October 7 [3]. - Taobao and Tmall will officially kick off their "Double 11" promotions on October 15, indicating a trend among major e-commerce platforms to transform "Double 11" from a single-day event into a month-long promotional period [4]. Group 2: Changes in Consumer Behavior - Consumers have shifted their purchasing habits, no longer waiting for "Double 11" to buy discounted items, but rather looking for deals throughout the promotional period [5][6]. - Many consumers express a more relaxed attitude towards "Double 11," treating it as just another promotional event rather than a major shopping occasion [7][9]. Group 3: Market Dynamics - The competitive landscape among e-commerce platforms has led to a normalization of promotional events, diluting the significance of "Double 11" as a unique shopping festival [4][9]. - The frequency of promotional events throughout the year has increased, with various sales events now occurring regularly, which has reduced the urgency associated with "Double 11" [9][12]. Group 4: Simplification and Innovation in Promotions - This year's "Double 11" is characterized by a return to simpler, more direct discount strategies, with platforms like JD.com and Douyin focusing on straightforward price reductions [13][14]. - New promotional strategies have been introduced, such as JD.com's themed night markets and Douyin's content-driven promotional activities, aimed at enhancing consumer engagement [15][17]. Group 5: Instant Retail and Future Outlook - Instant retail is emerging as a significant battleground for "Double 11," with platforms like Taobao Flash Sale launching initiatives to attract consumers [19]. - The overall sentiment in the industry suggests that "Double 11" may not replicate its past digital success, but extending its duration and diversifying promotional strategies are seen as essential for maintaining its relevance [19].

经济观察网在电商流量红利趋近饱和的背景下，京东通过"七鲜咖啡"正式切入现制咖啡赛道，以"9.9元 低价+轻资产合伙人模式"掀起行业新风暴。其首店上线京东秒送频道一周内即登顶区域热销榜前三， 单日订单突破4000单，标志着这家电商巨头正以"零售+本地生活"生态重构咖啡市场竞争规则。 ...

在汤底和蘸料方面，京东折扣超市与海底捞等知名品牌合作，大幅降低了品牌溢价。海底捞快手小厨火 锅底料在京东折扣超市宿迁四店售价仅5.5元/袋，包括浓郁番茄锅和经典清汤锅等多种口味。配套的海 底捞快手小厨火锅蘸料也仅售4.5元/袋，提供香辣和咸香两种口味，轻松提升火锅用餐体验。 值得一提的是，本次活动还特别推出了多款甜品饮品。京鲜舫玉米汁售价9.9元，口味清甜，适合老人 和孩子饮用。桂花酒酿大福在固安店售价23.9元/盒/390g，软糯Q弹的冰皮包裹着清甜的酒酿馅心。双 拼瑞士卷在涿州店售价19.9元/盒/560g，包含原味和伯爵红茶两种口味，为火锅盛宴画上完美句点。 京东折扣超市相关负责人表示，此次"暖心火锅季"能够实现"优质优价"，主要得益于京东强大的供应链 整合能力。通过产地直采，将鲜活海白虾等产品直接送到消费者身边；通过规模化采购，与海底捞等大 牌合作，降低品牌溢价；同时通过打造京东七鲜、京鲜舫等自主品牌，省去所有中间环节，将真金白银 的实惠直接让利给消费者。 近日，随着全国多地气温持续走低，家庭火锅消费迎来高峰。10月9日晚8点，京东11.11盛大开启，京 东折扣超市同步开启线下狂欢盛宴，推出"暖心火锅 ...

Core Viewpoint - JD Industrial's IPO journey is characterized as a "protracted battle," with the company aiming to become a key player in the "JD ecosystem" following its listing [3][18]. Company Background - JD Industrial originated from JD Group's enterprise business department established in 2013, initially focusing on office procurement and industrial products [4]. - The company transitioned to an independent business unit in 2017, officially operating its industrial supply chain technology and services [5]. Capital Expansion - JD Industrial has seen significant capital backing, raising approximately $230 million in A-round financing in 2020 and $105 million in A-1 round financing in 2021 [5]. - In March 2023, the company secured $300 million in B-round financing, achieving a valuation of approximately $6.7 billion [5]. Shareholding Structure - As of the IPO, JD Group holds 78.84% of JD Industrial, with Liu Qiangdong owning 3.68% and other investors like Mubadala and Sequoia China holding smaller stakes [6][7]. Performance Growth - JD Industrial's transaction scale increased from 22.3 billion RMB in 2022 to 28.8 billion RMB in 2024, with revenue growing from 14.1 billion RMB to 20.4 billion RMB during the same period, reflecting a compound annual growth rate of 20.1% [9]. - The company serves approximately 11,100 key enterprise customers and offers around 81.1 million SKUs sourced from about 158,000 suppliers [9]. Profitability Challenges - Despite significant revenue growth, JD Industrial reported a net loss of 1.3 billion RMB in 2022, with a slight profit of 4.8 million RMB in 2023 and projected net profit of 760 million RMB in 2024 [10]. - The gross margin has shown a declining trend, with 2022 at 18.0%, 2023 at 16.1%, and 2024 at 16.2%, significantly lower than global peers [10]. Revenue Composition - The majority of JD Industrial's revenue comes from product sales, particularly MRO products, while service revenue accounts for less than 10% of total income [13]. - The company aims to improve the gross margin from key enterprise customers, which currently has lower margins compared to service revenue [14]. Market Position and Competition - JD Industrial is positioned as a leader in the domestic MRO market, with a market share nearly three times that of its closest competitor [9]. - The company faces competition from both traditional MRO players and new entrants from the office supplies sector, as well as online platforms like Tmall [16]. Dependency on Parent Company - A significant portion of JD Industrial's revenue, approximately 36.1% in the first half of 2025, is derived from JD Group, indicating a strong dependency that poses potential risks [17]. Strategic Vision - The IPO is part of Liu Qiangdong's strategy to create a robust JD ecosystem by allowing mature businesses to operate independently and replicate JD's success model [17][18]. - JD Industrial must balance growth and profitability, transitioning from a scale-oriented approach to a profit-oriented strategy [18].

理想汽车CEO李想以总报酬近6.8亿港元位于榜首，京东集团创始人刘强东以约4.49亿港元排行第四。 香港知名股评人"股坛长毛"David Webb所创办的财经网站Webb-site，公布2024年香港上市公司董事薪酬排行榜，按董事总报酬由高至低列出前1000名董事 资料，当中31名董事2024年报酬逾1亿港元，其中： 理想汽车(02015.HK)创始人、董事长兼CEO李想以总报酬近6.8亿港元位于榜首； JS环球生活(01691.HK)董事长兼首席执行官王旭宁以约5.21亿港元位居次席； 去年董事薪酬排名第一的贝壳(02423.HK)联合创始人、董事长兼CEO彭永东，以4.26亿港元排名第五； 布鲁可(00325.HK)创始人、董事长朱伟松，以3.83亿港元排名第六； 贝壳联合创始人及执行董事单一刚，哔哩哔哩(09626.HK)董事长兼CEO陈睿，JS环球生活(01691.HK)首席财务官韩润，新濠国际(00200.HK)主席兼CEO何 猷龙，进入前十。 另外，长和(00001.HK)主席李泽钜以2.12亿港元排名第11；汇丰(00005.HK)行政总裁艾桥智以近1.28亿港元排名第23。 | 排名 | 上市 ...

2025年10月13日，北京京东世纪贸易有限公司在优质运营、创新突破、社会贡献等指标中表现优异，根 据经观受尊敬企业组委会初步评估，入围《经济观察报》2024—2025年度受尊敬企业。 ...

2025年，京东海外医疗持续深化全球资源布局，先后与香港宝德医务集团、日本医疗法人偕行会、泰国康民国际 医院三家具有区域领导力的医疗机构达成战略合作，共同推进"直联直送"一站式服务模式的落地。这一系列合作 的达成，标志着京东海外医疗在跨境医疗资源整合、服务流程标准化、全程体验优化方面取得关键进展，进一步 强化了其作为专业海外医疗服务平台的核心竞争力。 随着海外医疗需求日趋多元与精细化，用户在选择机构、厘清流程、跨境沟通、术后管理等方面仍面临诸多痛 点。京东海外医疗依托京东集团在供应链、技术及本土医疗服务方面的深厚积累，致力于搭建一个资源透明、流 程顺畅、服务可追溯的专业化平台，助力用户精准对接国际高水平医疗资源。 在高端体检与特色治疗方面，京东海外医疗于今年5月与日本医疗法人偕行会建立合作关系。偕行会作为日本首批 引入PET-CT进行临床筛查的机构，在早期癌症诊断、聚焦超声治疗（FUS）等领域具备突出技术优势，其透析网 络覆盖日本1都6县。双方采用"直联直送"合作模式在"出国就医、健康体检、养老服务、透析治疗"方面达成战略 合作，为用户提供更直接的海外就医通道，标准化服务体系给予用户更专业的服务体验。 在辅助 ...

接下来，临空区大兴片区将持续聚焦跨境电商、航空物流、医药健康等重点产业，以"国际门户+产业枢纽"双重定位，深度融入北京市跨境电商高 质量发展战略布局，打造具有全球影响力的跨境电商高质量发展新高地。 会上，京东国际亚太区负责人详细介绍了进口供应链和出口贸易相关服务内容，充分展现了这一全球跨境电商领军企业的产业凝聚力。目前，临 空区大兴片区已与京东国际展开战略合作，计划在临空区大兴片区建设孵化中心，集聚国际供应链和跨境贸易企业项目资源，加速外贸产业集群 的形成。 9月9日，京东跨境电商产业对接会在临空区大兴片区举办，汇聚京东国际公司及航贸数通（北京）国际贸易有限责任公司、北京欧亚锦程国际货 运代理有限公司等近20家跨境电商优质企业，围绕产业对接、资源整合、合作落地等展开深度交流，为临空区大兴片区跨境电商产业发展增添新 动能。 临空区大兴片区作为京津冀协同发展的重要战略功能区，为跨境电商产业提供广阔发展空间，已构建从平台运营、仓储物流到营销服务的国际物 流及供应链服务体系，集聚药新仓、博越物流、铭亿国际等企业。创新构建的"两中心一平台"数据跨境服务体系已与全国9省市、14个行业、85家 企业开展数据出境合规合作。同 ...

文/瑞财经 曾树佳 文件落定，李波正式成为了京东消金的董事长。 10月10日，天津金融监管局发布公告称，核准李波天津京东消费金融有限公司（简称"京东消金"）董事长的任职资格，3个月内到任。 目前，他还同时担任京东未来数字科技有限公司法人及朴道征信董事，拥有多重身份。 今年以来，京东不断加码自身的金融版图。 其中在4月份，京东收购了捷信消金，此后，天津金融监管局批复同意捷信消金，更名为天津京东消费金融有限公司（即"京东消金"）。 京东消金目前由广州晶东贸易有限公司（简称"广州晶东"）、网银在线（北京）商务服务有限公司（简称"网银在线"）、中国对外经济贸易信托、天津银 行，分别持股50%、15%、12%、10%。 这次职位的获批，意味着京东消金，基本完成了新管理层班底的搭建。 此前9月8日，天津金融监管局核准李波、刘晓蒙、张素娟和李芳芳的京东消金董事的任职资格。而在此一周前，京东消金的董事潘朝光、李曙光、董晓东 三人的任职资格，也获得核准。 根据李波的履历，他曾担任中国工商银行湖南省分行副行长；2021年3月加入京东，从金融科技群二级部门企业金融业务部机构负责人起步，逐步接替京 东白条"掌舵人"许凌，成为金融科技 ...