京东表示，近年来，京东加速推进"全球织网计划"，已在全球23个国家和地区建设了超130个各类型海 外仓，并合法合规运营。"我们将持续建设好超级供应链，为广大企业和用户提供高质量的物流服务。" （文章来源：上海证券报） 12月23日晚，京东向上证报表示，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警 方已介入调查处理。京东称，目前仓库已恢复正常运营，相关方面披露的"重大损失数据"，与实际情况 有较大出入。 此前，有媒体援引外媒报道称，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备（包括 手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 ...

新浪科技讯 12月23日晚间消息，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警 方已介入调查处理。据当地媒体报道，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备 （包括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 对此，京东方面称，目前仓库已恢复正常运营，我们关注到相关方面披露的"重大损失数据"，与实际情 况有较大出入。 京东表示，近年来，京东加速推进"全球织网计划"，已在全球 23 个国家和地区建设了超130个各类型海 外仓，并合法合规运营，我们将持续建设好超级供应链，为广大企业和用户提供高质量的物流服务。 责任编辑：何俊熹 责任编辑：何俊熹 新浪科技讯 12月23日晚间消息，北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警 方已介入调查处理。据当地媒体报道，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备 （包括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 对此，京东方面称，目前仓库已恢复正常运营，我们关注到相关方面披露的"重大损失数据"，与实际情 况有较大出入。 京东表示，近年来 ...

Core Insights - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, which enhances the quality of insights provided to readers [1]. Group 1: Company Research - The analyst has conducted in-depth research on over 1000 companies, covering sectors such as oil, natural gas, gold, copper, and technology companies like Google and Nokia [1]. - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where hundreds of companies have been researched [1]. - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1].

Core Insights - The establishment of a new renovation company by Shoukai Co. and Blue Intelligence Real Estate marks a significant entry into the home decoration market, driven by the dual engines of real estate and property management [1] - The home decoration industry is shifting from new home-driven to old renovation-driven paradigms, with a focus on customer retention and refined operations [5] - The old housing renovation market is projected to exceed 1.2 trillion yuan by 2025, with home consumption accounting for approximately 30% of this market [1][9] Industry Trends - The Ministry of Housing and Urban-Rural Development plans to renovate over 50,000 old urban communities by 2025, with a 22% year-on-year increase in central government subsidies [1][10] - The renovation market is evolving from basic repairs to functional reconstruction, incorporating features like elevators and smart security systems [1] - The entry of diverse capital into the home decoration sector is reshaping competition and development paths, with internet companies driving digital and intelligent transformations [6][7] Competitive Landscape - The collaboration between real estate companies and property management is breaking the traditional focus on new home decoration, allowing for better alignment with the needs of old community homeowners [6][7] - Major players like JD.com and Vanke are making significant moves into the home decoration space, indicating a trend towards integrated services [6][7] - The home decoration industry is experiencing a structural elimination of less competitive small enterprises, while leading companies are expanding through mergers and acquisitions [7][8] Market Potential - The home decoration market is expected to grow at a compound annual growth rate of 2.8%, reaching a market size of 5.17 trillion yuan by 2028 [9] - The demand for quality living spaces is shifting from mere housing to enhanced living conditions, driven by policy and consumer preferences [9][10] - The focus on old housing renovation is seen as a key driver for the home decoration industry, with significant potential in the 200 million existing homes in need of upgrades [9][10]

12月18日，海南自贸港全岛封关运作，"一线放开、二线管住、岛内自由"的监管新模式正式全面落地。 封关不是"封岛"，而是对标国际最高水平开放形态的重要一步。封关后，海南全岛将成为一个"境内关外"区域，岛内可以享受零关税等优惠政策。 亿豹网发现，对快递行业来说，封关之后正在迎来新机遇，目前顺丰、京东等快递企业均已提前布局，争夺新的业务增长点。 快递影响几何 封关后，全岛实施以"一线放开、二线管住、岛内自由"为基本特征的自由化便利化政策制度。其中"一线放开"，就是将海南自贸港与其他国家和地区之间 实施一系列自由便利进出举措；"二线管住"就是在海南自贸港与内地之间实施精准管理；"岛内自由"就是各类要素可以在岛内自由流通。 对于行业从业人员关心的"快递在封关后有何变化"？海南省邮政管理局相关负责人介绍，除部分货物从海南自贸港进入内地需要接受查验外，大多数货物 以及所有的人员、物品、交通运输工具等进出海南岛，仍按现行规定管理，封关前后没有变化。 业内周知，发往海南的快递费比其他省份更高，主要原因为海南是岛屿，所有进出岛货物都依赖轮渡或空运，运输环节多、成本高。过海费、燃油附加费 等都会体现到快递价格上。 发往海南的快递 ...

这起盗窃案在12月22日上午被发现。一位仓库负责人发现有人破门而入，偷盗走30多个仓库货架的商 品。根据法国警方的剿匪大队（BRB）的初步调查结果，窃贼在12月21日晚间至12月22日凌晨之间作 案，并故意破坏了仓库的监控摄像头，警报系统无法正常运转。 【#京东法国仓库被盗#，#京东在法被盗商品或价值超3亿元#】据当地媒体12月22日报道，京东位于法 国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备（包括手机、电脑和平板电脑）被盗，价值约为 3700万欧元，折合人民币3.06亿元。 对于这一事件，截至发稿，京东尚未回应。 ...

Core Viewpoint - The article discusses a significant theft incident at JD.com's warehouse in France, where over 50,000 digital devices were stolen, valued at approximately €37 million, equivalent to about 306 million RMB. This incident highlights the challenges JD.com faces as it expands its operations in Europe [3][4]. Group 1: Incident Details - On December 22, a warehouse manager discovered a break-in at JD.com's facility in Seine-Saint-Denis, France, where thieves stole items from over 30 shelves [3]. - The theft occurred between the night of December 21 and the early morning of December 22, with the perpetrators disabling surveillance cameras and alarm systems [3]. Group 2: JD.com's European Strategy - JD.com has been actively expanding into the European market over the past two years, launching the Ochama brand, which includes both online and offline retail channels [4]. - The company has restructured its European operations in 2023, increasing investments and forming partnerships, such as becoming the official e-commerce partner of the UEFA Champions League [5]. - JD.com is testing its Joybuy platform in several European countries, with plans for a full launch in 2026, offering same-day or next-day delivery services [5]. Group 3: Financial Performance and Future Outlook - JD.com's third-quarter financial report indicated a 214% year-on-year increase in revenue from new business segments, including overseas operations, amounting to 15.59 billion RMB [6]. - The company has also acquired a significant stake in the German retail group CECONOMY, which is expected to enhance its presence in the European consumer electronics market [6]. - Analysts suggest that JD.com's international business is transitioning from a light asset model to a more substantial local operation approach, driven by competitive pressures in the domestic market [6].

Core Insights - JD.com has been actively expanding into the European market over the past two years, focusing on establishing a presence and enhancing its logistics capabilities [3][4] Group 1: Recent Developments - A significant theft occurred at JD.com's warehouse in France, where over 50,000 digital devices were stolen, valued at approximately €37 million, equivalent to about ¥306 million [1] - The theft was discovered on December 22, with initial investigations indicating that the crime took place between the evening of December 21 and the early hours of December 22 [1] - JD.com has not yet responded to inquiries regarding the incident [1] Group 2: Business Strategy and Expansion - In 2022, JD.com launched its omnichannel retail brand Ochama in Europe, which initially included both online and offline services but has since shifted focus primarily to online offerings [3] - The company has established self-operated warehouses in countries such as the Netherlands, Poland, and France, aiming to serve 24 European countries with a full range of products [3] - JD.com has increased its investment in European operations, signing a partnership with the European Football Association to enhance brand recognition [3][4] Group 3: Financial Performance - JD.com's third-quarter financial report indicated that new business revenues, including overseas operations, grew by 214% year-on-year to ¥15.59 billion [6] - The company's international business is transitioning from a light asset model to a more substantial local operation approach, driven by the saturation of the domestic e-commerce market [6]

Core Insights - JD's discount supermarket in Beijing's Mentougou district opened on December 17, achieving nearly 200,000 customer visits within the first five days, driven by its "Beijing flavor and extreme low prices" strategy [1][12] Sales Performance - The store saw explosive sales of essential goods, with 9.9 yuan for 30 eggs becoming a top-selling item, totaling nearly 150,000 eggs sold as families stocked up [3] - Bulk snacks priced at 9.9 yuan per jin also performed well, with sales exceeding 5,000 jin, highlighting their high cost-performance ratio [3] - In the beverage section, JD's own brand of liquor sold nearly 2 tons in five days, appealing to middle-aged and older consumers [5] - JD's beer brand, Jingxianfang, sold 10,000 cans, catering to various social occasions [6] - The store's dumpling section was particularly popular during the winter solstice, with nearly 30 varieties sold, totaling over 30,000 bags in five days, leading to restocking due to high demand [6] Supply Chain Efficiency - The store's success is supported by JD's robust supply chain, allowing for direct sourcing of fresh products, such as pork and shrimp, at competitive prices [8] - Proximity to the logistics hub in Nanjing East enables rapid replenishment, with some products available on shelves within one hour of ordering [8] Future Plans - The store aims to continue leveraging its supply chain advantages to maintain "everyday low prices" while optimizing product offerings to enhance the shopping experience for local residents [12]

来源：派财经官微 责任编辑：何俊熹 来源：派财经官微 责任编辑：何俊熹 ...