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为何突然大动作?京东9588亿营收!刘强东加24薪后,深夜再官宣
商业洞察· 2026-02-01 09:36
《中产阶级电商消费习惯报告》透露了一个有意思的现象: 年收入超50万元的家庭里,近八成的网购 都落在了京东。 高净值人群不只是买得多,更买得准。房地产市场下跌、黄金失衡,健康赛道成了中产们新的"消费高 地",而京东早已建立了自己的"护城河"。数据显示, 京东健康2025年总收入达到716亿。 以近期的一 款赠礼品"消尿酸"为例, 其单品年度爆发千万成交,在两广地区稳稳扎根 ,妥妥的现金牛。 2023年,京东就已悄悄把全员薪资拉到16薪的水平。进入2024年,调薪节奏明显加快, 全年四轮动作 。年初1月,一线业务岗薪资直接翻倍;2月,客服团队涨薪30%;到了7月,采购和销售岗位的薪酬标 准被推高至20薪。10月,公司再出大招:宣布全员加薪,并明确放出信号——两年内,让所有员工都站 上20薪的台阶。 截至2026年1月,根据京东官方最新披露及权威媒体报道, 京东体系总员工数迅速增长至约90万,而 2024年全年员工总支出就达到了1161亿元人民币。 当不少平台还在靠"砍一刀"拉人头时,京东早已把重心放在了服务和品质上。不玩套路,只拼实打实的 体验,反而攒下了一大批愿意长期买单的高价值用户。 回顾2025年, 京东 ...
京东推年夜饭上门套餐,含劲牌/牛栏山/青啤/燕京等品牌产品
Xin Lang Cai Jing· 2026-02-01 04:53
Group 1 - JD.com announced that its "Qixian Xiaochu" will offer New Year's Eve dinner package reservations from February 2 to February 14, with delivery on February 16, catering to different group sizes of 2-6 people [1][4][7] - The company will also hold a "Order Gifts" promotion, where customers can receive brand liquor worth up to 168 yuan with their meal orders, enhancing both cost-effectiveness and the festive atmosphere [1][4] - The dinner packages are priced at 88.8 yuan for a 2-person A/B package, 188.8 yuan for a 3-4 person A/B package, and 288.8 yuan for a 5-6 person A/B package, each with additional complimentary items [1][4][7] Group 2 - From February 2 to February 11, customers purchasing the 288.8 yuan New Year's Eve dinner package will receive an extra gift worth over 100 yuan, specifically a Qingdao craft beer gift box [7] - JD's Qixian Xiaochu is a quality catering platform launched by JD Group, focusing on an "online delivery + self-pickup" model, leveraging JD's supply chain for direct sourcing, standardized processing, and cold chain delivery to reduce costs while ensuring quality [7] - The company plans to open 10,000 stores within three years, aiming to reshape the food delivery supply chain and promote high-quality, transparent development in the catering industry [7]
京东联合多方发布洗碗机容积新标准
Xin Lang Cai Jing· 2026-02-01 04:30
新浪科技讯 2月1日午间消息,近日,京东联合中国标准化协会、中家院(北京)检测认证有限公司等 权威机构,西门子、美的、海尔、方太、老板等头部品牌共同发布洗碗机行业容积新标准。 据介绍,新标准彻底摒弃了模糊的"套数"概念,构建起以"内部容积(升)+关键安装尺寸"为表述的直 观、可量化、可对比的全新标识体系,为消费者提供了明确的选购依据,让容量匹配更精准、安装规划 更确定、购买决策更透明。 在具体规则上,新标准以有效容积率R(=容积÷体积)作为核心衡量指标,并形成分级体系:一级 (R≥60%)、二级(58%≤R<60%)、三级(R<58%)。等级越高,意味着在相同外部体积下可用空 间占比越大,也就更"能装、能洗",更利于一次多洗、少分批。同时,对有效容积率超过60%的产品, 为让标准真正赋能消费决策,京东将在商品页面为有效容积率超过60% 的优质产品打上专属标识。 京东家电家居厨卫大家电负责人表示,此次标准升级的目标,是让容量表达从"概念化"走向"可对照、 可验证",让消费者选购不再靠猜,为购买决策提供透明、可靠且易懂的统一标尺;对行业而言,这也 标志着竞争将更聚焦真实用户体验,推动厂商持续优化内部结构设计与装载 ...
京东七鲜新店开业:价格全面对标山姆,茅台直降近百元
Xin Lang Cai Jing· 2026-02-01 02:33
Core Insights - JD's Seven Fresh store in Beijing officially opened, directly competing with Sam's Club in terms of pricing and product quality [1][5] Pricing Strategy - In the bakery section, Seven Fresh offers products like the flower edge egg tart at 2.5 yuan, which is less than half the price of the same item at Sam's Club [1][5] - The price of 53-degree Feitian Moutai at Seven Fresh is 1699 yuan per bottle, compared to 1798 yuan at Sam's Club, showing a price difference of 100 yuan [1][5] - For popular fruits, Seven Fresh's price for Hongyan strawberries is 49.9 yuan per kg, while Sam's Club charges 169.9 yuan for 1.5 kg [1][5] Product Quality and Variety - Seven Fresh maintains strict quality control, providing superior products compared to Sam's Club, which has faced controversies regarding product quality [2][6] - In the rice, flour, and oil category, Seven Fresh offers the same price as Sam's Club for Hu Jihua peanut oil but with a larger capacity of 6.18 liters compared to Sam's 5.68 liters [2][6] - Seven Fresh's pricing strategy includes lower prices or "to-hand prices" for branded products like Fenjiu and Heineken, making them more competitive than Sam's Club [2][6]
估值550亿!超级独角兽京东产发重启IPO!
IPO日报· 2026-01-31 15:16
Core Viewpoint - JD Property Development Co., Ltd. (referred to as "JD Property") has officially submitted its IPO application to the Hong Kong Stock Exchange, marking its second attempt after a failed submission in March 2023. The company is backed by JD Group and, if successful, will become the seventh publicly listed company under the group [1][6]. Group 1: Company Overview - JD Property manages assets totaling 121.5 billion yuan, with a total construction area of 27.1 million square meters, ranking among the top three new economic infrastructure providers in the Asia-Pacific region and second in China [1][10]. - The company began operations in 2007, initially focusing on building a logistics system for JD Group, and has since developed a large-scale modern infrastructure network covering 29 provincial-level administrative regions in mainland China and ten overseas countries and regions [6][7]. Group 2: Business Model and Operations - JD Property has adopted a unique logistics real estate model that goes beyond traditional land acquisition and leasing, leveraging insights from JD Group's supply chain to identify emerging trends and strategically plan infrastructure development [2][8]. - The company has achieved an average occupancy rate of over 90% for its completed modern infrastructure assets, which is approximately 10 percentage points higher than the average in the new economy sector [8][10]. Group 3: Financial Performance - For the years 2023 and 2024, JD Property reported revenues of 2.868 billion yuan and 3.417 billion yuan, respectively, reflecting a year-on-year growth of 19% [12]. - The company experienced a loss of 1.59 billion yuan in the first three quarters of 2025, a significant improvement from a loss of 1.375 billion yuan in the same period the previous year [13]. Group 4: Future Plans and Funding - The proceeds from the IPO are intended to expand JD Property's infrastructure asset network in strategically important logistics nodes overseas and enhance the density and quality of its infrastructure assets in China [15]. - JD Property has established multiple investment tools, including five core funds and a development fund, to support its strategic shift towards a light-asset model [9][15].
日销14万枚鲜鸡蛋 京东七鲜超市北京荟聚店开业引爆抢“鲜”潮
Core Insights - JD Qixian Supermarket's new store in Beijing has successfully attracted over 35,000 customers on its opening day, showcasing a strong demand for fresh products and setting a new retail trend in the region [1][3][18] Group 1: Sales Performance - The store sold over 140,000 fresh eggs on its opening day, indicating a high consumer demand for fresh food items [5][7] - Imported Musang King durians sold over 10 tons within the first day, highlighting the popularity of exotic fruits among consumers [8][9] Group 2: Product Offerings - The "24-hour fresh products" initiative has become a key selling point, with vegetables like green leeks and pea shoots being harvested and delivered within 24 hours, appealing to health-conscious consumers [4][18] - The meat section featured "7-day fresh eggs" and "6-hour fresh-cut beef," which have gained significant traction among shoppers due to their freshness guarantees [7][18] Group 3: Consumer Engagement - The supermarket's layout and offerings have been designed to meet the needs of local consumers, particularly in preparation for the upcoming Spring Festival, with a focus on high-quality, cost-effective products [3][14][17] - The store features over 30 tasting stations across various categories, enhancing the shopping experience and encouraging immediate purchases [20] Group 4: Supply Chain Efficiency - The success of the new store is attributed to JD's robust supply chain, which allows for direct sourcing and delivery of fresh products, minimizing costs and maximizing freshness for consumers [18][20] - The supermarket's strategy includes a focus on seasonal products and self-branded items, which cater to the growing demand for quality and value among consumers [15][18]
收到就能骑、售后上门修 京东电动自行车“百补下乡”活动首站落地济南济阳
Yang Guang Wang· 2026-01-31 09:23
Core Viewpoint - JD Auto has launched a nationwide series of activities called "Billion Subsidy to Rural Areas" for electric bicycles, starting in Jiyang District, Jinan City, aimed at enhancing rural consumption and promoting green travel [1][3]. Group 1: Event Details - The first event will take place at the Jiyang Cultural and Sports Center Art Museum, showcasing multiple models of electric bicycles that meet new national standards, allowing residents to experience them conveniently [3]. - Consumers attending the event can enjoy discounts ranging from 30% to 80% on brand electric bicycles, along with customized gifts such as "Ma Shun Shun" stickers, reinforcing the commitment to providing quality products at affordable prices [3]. Group 2: Service Offerings - JD Auto leverages its online and offline service channels to provide a seamless one-stop shopping experience, allowing consumers to purchase electric bicycles through the JD APP and enjoy home delivery and registration services [5]. - The company promises reliable on-site maintenance services, addressing the repair challenges faced by rural users, and offers free air inflation services at JD maintenance stores [5]. Group 3: Market Context - Electric bicycles are increasingly popular in rural markets, but there has been a prevalence of non-compliant products that pose safety and durability risks, leading to a growing demand for compliant and safe vehicles among rural users [5]. - The "Billion Subsidy to Rural Areas" initiative by JD Auto responds to the urgent need for quality, compliant products and aims to extend its service network into lower-tier markets [5]. Group 4: Additional Promotions - On January 31, JD also launched the "National Subsidy to Rural Areas - Jiyang Station" event, featuring thousands of home appliances and 3C products from well-known brands, with cashback offers for purchases over 3000 yuan [6]. - During the New Year Festival, JD's self-operated electric bicycles will participate in the "17 Cycling Festival," offering various promotional activities, including group purchases and exclusive discounts [6].
京东航空A330宽体货机正式投入商业运营
Di Yi Cai Jing· 2026-01-31 06:43
根据规划,在接下来的年货节旺季期间,该货机将专属执飞"乌鲁木齐-北京"牛羊肉全货机航线,并带 动京东物流全货机承运的新疆牛羊肉载重量较去年同期实现300%的跨越式增长,为新疆特色农产品出 疆搭建起高效快捷的"空中快线"。 据京东物流黑板板,1月30日,京东航空首架空客A330宽体货机顺利飞抵新疆乌鲁木齐天山国际机场, 随后即搭载着新疆牛羊肉等特产飞往北京大兴国际机场。这也标志着该架宽体货机正式投入商业运营。 ...
京东航空A330客改货机投入商业运营
Xin Lang Cai Jing· 2026-01-31 05:55
1月30日,京东航空首架空客A330-200P2F客改货机顺利飞抵乌鲁木齐天山国际机场,随后即搭载着新 疆牛羊肉等特产飞往北京大兴国际机场。这也标志着该架宽体货机正式投入商业运营。"乌鲁木齐-北 京"牛羊肉航线实现两地点对点直达,减少中转环节,货物抵京后可借助京东物流网络辐射京津冀等重 点区域。产地直发的新疆牛羊肉,最快次日即可送达京津冀等地消费者手中。 ...
【展望二〇二六】满足人民群众消费新期待
Jing Ji Ri Bao· 2026-01-31 05:13
2026年一开年,市场就传来重磅消息:1月9日,国务院反垄断反不正当竞争委员会办公室宣布,依据 《中华人民共和国反垄断法》,对外卖平台服务行业市场竞争状况开展调查、评估。 是问题,也是期待。这些从身边蹦出来的问号,和它们所承载的美好愿望,或许正是观察新一年消费市 场最好的起点。咱们就顺着这些线索,展望一个与你我钱包和幸福感息息相关的2026年。 同日,市场监管总局发布了2025年综合整治"内卷式"竞争十大制度建设成果;财政部、国家税务总局宣 布自2026年4月1日起,取消光伏等产品增值税出口退税。 外卖大战还会接着打吗? 紧接着,1月14日,市场监管总局宣布,依据《中华人民共和国反垄断法》,对携程集团有限公司涉嫌 滥用市场支配地位实施垄断行为立案调查。 1月27日,市场监管总局又发布2025年综合整治"内卷式"竞争十大重大案件,包括深圳罗马仕科技有限 公司违反强制性产品认证规定及虚假宣传案,山西老葛商贸有限公司虚假宣传、价格欺诈系列案等。 消息密集登场,消费者心中难免有几个问号:新的一年里,曾经让我们"薅"得那么开心的外卖大战,会 熄火吗?"卷"得飞起的各行各业,能喘口气了吗?经历了预制菜风波,平时点个外卖、 ...