京东还称，外卖行业发展至今，几大平台的利润和市值也能够支撑全面缴纳骑手社保的成本。 每经编辑｜段炼 据京东黑板报消息，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承担所有费用，每人每月平均缴纳约2000元。 此外还可享受法定福利假期、年假、家礼、体检、带薪病假、爱心基金等员工福利，表现优秀的全职骑手还能得到晋升骑手副站长、站长的职业发展机 会。 京东呼吁全行业各平台一起以实际举措推动骑手各项社保落地，"只要骑手与平台之间构成劳动关系，平台就应与骑手签订劳动合同，履行用人单位为员 工缴纳五险一金的义务，让骑手共享公司发展成果，而不是一味规避劳动关系，推卸本应承担的责任"。 编辑|段炼 杜恒峰 校对|程鹏 每日经济新闻综合自智通财经、京东黑板报 2025年4月，网友偶遇刘强东送外卖（视频截图） ...

京东呼吁全行业各平台一起，以实际举措推动骑手各项社保落地，只要骑手与平台之间构成劳动关系， 平台就应与骑手签订劳动合同，履行用人单位为员工缴纳五险一金的义务，让骑手共享公司发展成果， 而不是一味规避劳动关系，推卸本应承担的责任。 8月19日，据京东黑板报，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金 且承担所有费用，每人每月平均缴纳约2000元。对于全职骑手，京东坚持做到3个100%：100%签订劳 动合同、100%交齐五险一金、100%正式员工福利。 （原标题：京东：已为15万全职骑手缴纳五险一金） ...

Group 1 - In July, the total retail sales of consumer goods reached 38,780 billion yuan, with a year-on-year growth of 3.7% [1][6] - Excluding automobiles, the retail sales of consumer goods amounted to 34,931 billion yuan, growing by 4.3% [1][6] - From January to July, the total retail sales of consumer goods were 284,238 billion yuan, with a growth rate of 4.8% [1][6] Group 2 - Urban retail sales in July were 33,620 billion yuan, reflecting a year-on-year increase of 3.6%, while rural retail sales reached 5,160 billion yuan, growing by 3.9% [3] - For the first seven months, urban retail sales totaled 246,669 billion yuan, with a growth of 4.8%, and rural retail sales were 37,569 billion yuan, increasing by 4.7% [3] Group 3 - In July, the retail sales of goods were 34,276 billion yuan, with a year-on-year growth of 4.0%, while catering revenue was 4,504 billion yuan, growing by 1.1% [3][6] - From January to July, the retail sales of goods reached 252,254 billion yuan, with a growth of 4.9%, and catering revenue was 31,984 billion yuan, increasing by 3.8% [3] Group 4 - For the first seven months, retail sales in convenience stores, supermarkets, department stores, specialty stores, and brand exclusive stores grew by 7.0%, 5.2%, 1.1%, 5.8%, and 1.9% respectively [4] - The national online retail sales reached 86,835 billion yuan, with a year-on-year growth of 9.2%, and the physical goods online retail sales were 70,790 billion yuan, growing by 6.3% [4] Group 5 - The newly opened Apple Store in Shenzhen is the third in the city and the 58th in Greater China, completing the layout along the east-west axis of Shenzhen [11] - The first city duty-free store in Shenzhen is set to open on August 26, featuring a diverse range of products including beauty, watches, and high-end liquor [13] Group 6 - The local fashion brand Lemanism is opening its first store in Nanchang, focusing on a comfortable and sunny shopping experience for the youth [25] - The brand BornTooth is expanding with its fourth store in Shanghai, emphasizing natural pet care products [27] Group 7 - The high-end dining brand PIZZERIA from Pizza Hut has opened its first store in South China, targeting young consumers with a focus on aesthetic dining experiences [30] - JD's first outlet in Nanjing has opened, featuring over 70 brands and a unique shopping experience [31] Group 8 - The sports brand 361 Degrees reported a revenue of 5.705 billion yuan for the first half of 2025, with a year-on-year growth of 11% [38] - Lilang Group's revenue for the first half of the year was 1.727 billion yuan, reflecting a growth of 7.9% [41] Group 9 - The company Bubu Gao reported a net profit of 201 million yuan for the first half of 2025, marking a significant turnaround [42] - The company has improved its operational quality by closing underperforming stores and focusing on high-potential locations [43]

2025.08.19 本文字数：276，阅读时长大约1分钟 作者 |一财科技 今日京东发布信息称，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承 担所有费用，每人每月平均缴纳约2000元。京东外卖称全职骑手们除五险一金外，还可享受法定福利假 期、年假、家礼、体检、带薪病假、爱心基金等员工福利，表现优秀的全职骑手还能得到晋升骑手副站 长、站长的职业发展机会。 微信编辑| 七三 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：我们会对线索进行核实。您的隐私将严格保密。） ...

Core Viewpoint - JD.com has surpassed 150,000 full-time delivery riders, providing comprehensive social insurance and benefits, indicating a strong commitment to employee welfare and potential competitive advantage in the delivery industry [3]. Group 1: Company Developments - JD.com has reported that it has over 150,000 full-time delivery riders, with the company covering all costs associated with social insurance, averaging about 2,000 yuan per rider per month [3]. - In addition to social insurance, full-time riders enjoy various employee benefits such as statutory holidays, annual leave, gifts for family, health check-ups, paid sick leave, and a love fund [3]. - High-performing riders have opportunities for career advancement, including promotions to deputy station master and station master positions [3].

Core Viewpoint - JD.com announced that its full-time delivery riders have exceeded 150,000, with the company covering all social insurance and housing fund costs for them, averaging about 2,000 yuan per person per month [1] Group 1: Employee Benefits - Full-time riders receive not only social insurance and housing fund but also statutory holiday benefits, annual leave, gifts for family, health check-ups, paid sick leave, and a love fund [1] - Outstanding full-time riders have opportunities for career advancement to positions such as deputy station master and station master [1]

天风证券在最新报告《龙头公司财报陆续发布，继续看好港股中概AI方向机会》中认为，南向资金持 续结构性流入，建议持续关注互联网、消费、智能驾驶的产业趋势机会。互联网方面，该机构指出，近 期多家龙头互联网公司发布Q2业绩。腾讯集团二季度实现营收1845亿元，同比增长15%；毛利1050亿 元，同比增长22%；经营利润（Non-IFRS）692亿元，同比增长18%。京东集团第二季度收入为3567亿 元，同比增加22.4%，远超市场预期，再次刷新近三年来同比增速的纪录，归属于公司普通股股东净利 润为62亿元。 8月19日早盘，港股三大指数集体高开后震荡下行，恒生科技指数跌幅一度超0.5%。盘面上，科网股涨 跌不一，油气设备与服务股活跃。A股同赛道规模最大的恒生科技指数ETF（513180）跟随指数下跌， 持仓股跌多涨少，其中，小鹏汽车、比亚迪电子、理想汽车、金蝶国际、蔚来等跌幅居前。 南向资金年内净流入超9400亿港元，主要流向人工智能和新消费等核心资产。AI、新消费这两大赛道 体现出新兴产业的发展趋势和一定的稀缺性，有望进一步吸引资金加码，助推港股行情持续向好。公开 信息显示，恒生科技指数ETF（513180）标的 ...

Core Viewpoint - JD.com has taken the lead in providing full-time delivery riders with comprehensive social insurance and employee benefits, emphasizing the importance of labor contracts and social security for riders in the industry [1][4][5]. Group 1: Social Insurance and Employee Benefits - As of now, JD.com has over 150,000 full-time delivery riders, with the company covering all costs for social insurance, averaging about 2,000 yuan per person per month [1][3]. - JD.com ensures 100% signing of labor contracts, 100% payment of social insurance, and 100% provision of formal employee benefits for its riders [4]. - The social insurance includes five types of coverage: pension, medical, work injury, maternity, and unemployment insurance, along with housing provident fund [4]. Group 2: Industry Call to Action - JD.com calls on all platforms in the industry to implement social insurance for riders, stating that platforms must sign labor contracts and fulfill their obligations to provide social insurance [5]. - The company highlights that the profits and market values of major platforms in the delivery industry can support the full payment of riders' social insurance costs [2][5].

Core Viewpoint - JD.com is re-entering the community group buying market with its JD Pinpin brand, establishing several stores in Beijing, primarily through partnerships with existing community stores, aiming to compete with rivals like Duoduo Maicai [1][3][9]. Group 1: Store Operations and Offerings - JD Pinpin has opened multiple stores in Beijing's Fangshan District, utilizing a shared space model with existing community stores [1]. - The product offerings include a variety of daily necessities such as vegetables, fruits, meat, and groceries, with a focus on competitive pricing [1][3]. - The stores are equipped with refrigeration units and shelves for fresh and frozen goods, with next-day delivery for orders placed the same day [3]. Group 2: Competitive Landscape - JD Pinpin's pricing strategy is designed to undercut competitors like Duoduo Maicai, with prices for certain products being approximately 2 yuan lower [3]. - The community group buying sector has seen significant competition, particularly from Duoduo Maicai and Meituan Youxuan, which have been dominant players in the market [11][18]. - The market has undergone a shake-up due to regulatory pressures and the exit of several competitors, leaving Duoduo Maicai as a leading player [11][18]. Group 3: Historical Context and Strategic Shifts - JD.com has previously attempted to enter the community group buying space with various projects since 2018, but faced challenges that hindered growth [4][8]. - The rebranding of JD Pinpin from JD Xinpian reflects a strategic focus on leveraging JD's supply chain capabilities to enhance service offerings [9]. - The community group buying model is evolving, with JD Pinpin aiming to integrate online and offline services to better serve local communities [9][18].

Core Viewpoint - JD Group's second quarter and mid-year performance shows strong revenue growth driven by retail and service income, despite significant losses in new business ventures like food delivery [4][23]. Group 1: Financial Performance - In Q2 2025, JD Group reported revenue of 356.7 billion, a year-on-year increase of 22.4%, with product revenue growing by 20.7% and service revenue by 29.1% [4]. - JD Retail's operating profit reached 13.94 billion, up 37.9% year-on-year, with a profit margin of 4.5% [4]. - The total revenue for H1 2025 was 657.74 billion, reflecting a 19.3% year-on-year growth, with JD Retail contributing 84.7% to the total revenue increase [23]. Group 2: Service Revenue Growth - Service revenue's share of total revenue surpassed 20% for the first time, indicating a significant shift in JD's revenue structure [8][12]. - The service revenue has consistently increased from 8.4% in 2017 to 20.2% in H1 2025, highlighting its importance in improving JD's overall profitability [10][12]. Group 3: New Business Ventures - JD's new business segment, primarily driven by food delivery, saw a staggering revenue increase of 199% in Q2 2025, reaching 13.85 billion, but also incurred a substantial operating loss of 14.78 billion [21][33]. - The company is strategically investing in the food delivery sector despite the losses, aiming for long-term growth and market positioning [50][51]. Group 4: Market Dynamics - The online retail market in China is approaching saturation, with e-commerce growth rates aligning closely with GDP growth, indicating limited future expansion potential [40][44]. - The shift towards "E-commerce 3.0" is necessary to break through existing market ceilings, focusing on integrating online and offline supply chains [46][48]. Group 5: Competitive Landscape - JD's food delivery service, while currently third in daily order volume, is positioned for growth through strategic investments and leveraging existing customer data [51][52]. - The competitive landscape in the food delivery market is intense, with JD aiming to enhance its operational capabilities to improve efficiency and profitability [50].