Core Viewpoint - The automotive industry is experiencing a "super supply chain" moment, with JD.com, GAC Group, and CATL collaborating to launch the "National Good Car" Aion UT super at a significantly lower price point, indicating a shift in the automotive commercial landscape driven by supply chain capabilities [3][4][14]. Group 1: JD.com's Role in the Automotive Industry - JD.com is not manufacturing cars but is focusing on empowering car manufacturers by providing a comprehensive product circulation system that includes market demand insights, product definition, online channels, offline transactions, and after-sales services [5][20]. - The launch of the Aion UT super completes JD.com's automotive blueprint, covering the entire lifecycle of car ownership from purchase to maintenance [6][13]. - JD.com has leveraged its user base of over 700 million to conduct extensive market research, gathering hundreds of thousands of responses to understand consumer needs better [7][21]. Group 2: Collaboration with Established Partners - JD.com partnered with GAC, a well-established automotive manufacturer, to ensure quality in production and supply chain management [8]. - The inclusion of CATL, a leading battery manufacturer, further addresses consumer demands for battery quality and replacement services [8][14]. Group 3: Transformation of the Automotive Purchase Experience - The shift in consumer behavior towards online car purchasing necessitates a seamless integration of online and offline services, which traditional models have struggled to achieve [12][30]. - JD.com aims to create a unified service interface that connects various segments of the automotive value chain, addressing the fragmentation that has historically plagued the industry [12][30]. - The establishment of JD.com's delivery centers will allow for a more efficient car selection process, reducing the time required for consumers to compare brands and make purchases [20][22]. Group 4: Advantages of JD.com's Super Supply Chain - JD.com's super supply chain capabilities enable it to provide significant cost advantages and convenience in the automotive sales process, allowing for a one-stop shopping experience for consumers [13][27]. - The integration of logistics, insurance, and after-sales services into a single platform enhances the overall customer experience and reduces the need for consumers to engage with multiple entities [22][27]. - JD.com's extensive network of nearly 3,000 service centers and over 40,000 partner stores supports its after-sales service strategy, ensuring a comprehensive service offering [22][28]. Group 5: Future Prospects and Industry Impact - JD.com plans to expand its product offerings with additional models under the "National Good Car" initiative, indicating a commitment to building a sustainable automotive ecosystem [34]. - The company's approach mirrors that of other successful players in the industry, focusing on supply chain integration and data-driven insights to enhance product development and market responsiveness [18][20]. - As JD.com continues to validate its supply chain capabilities, it is positioned to play a significant role in the ongoing transformation of the automotive distribution model [34].

4.99万元！京东联合广汽集团、宁德时代正式公布了"国民好车"埃安UT super的售价，租用电池购车价只要4.99万元，整车购买价为8.99万元，远低于市场 猜测价格，直接将A级轿车的价格杀穿。 造势许久的京东汽车，随着埃安UT super的上市也浮出水面——水面之上，是"国民好车"集京东、广汽、宁德时代等头部大厂的的核心资源和势能，精准 满足消费者的用车需求；水面之下，则是京东超级供应链在汽车领域的一次绝佳验证和能力投射。 京东的此次入局，代表了一个新角色开始从产业边缘走向舞台中央。它们未必直接参与制造，而是依托用户洞察、生态协同与全链路服务，重构汽车商业 形态和价值链。 国民好车，补全京东汽车拼图 京东又要傻傻造车了？ 所有人听到京东汽车，都会觉得这又是一个互联网巨头入局造车的老故事，但随着京东的布局一步步开始显现，人们才发现这是一场误会。虽然名字是京 东汽车，但京东并不造车。 京东汽车的锚定的发力点仍然是赋能，其几乎为车企提供了一套完整的产品流通赋能体系，涵盖市场需求洞察、产品定义、线上渠道和流量、线下成交和 车后服务，以及保险等等能力。 说不造车，似乎不够准确，因为京东除了亲自下厂造车这件事，似乎从 ...

Core Insights - During this year's "Double 11" shopping festival, JD's 3C digital AI products achieved a transaction value growth of over 100% year-on-year [1] - AI tablets and AI large-screen smartphones ranked among the top 5 in terms of growth rate within the overall 3C digital category [1] - The C2M customization ratio for large-screen AI smartphones and gaming laptops exceeded 30% and 50%, respectively [1] Sales Performance - The transaction value of JD's customized new products was five times that of the previous year [1] - There was a significant increase in the number of customized heavy-duty new products in categories such as home appliances [1] - The newly launched Haier Comfort Wind air conditioner sold over 10,000 units in its first sale [1] - The transaction value for new home appliance products grew by over 100% year-on-year [1]

Core Viewpoint - The 2023 Double Eleven shopping festival has seen a decline in excitement, primarily due to consumer backlash against "redirect ads" that disrupt user experience across various apps [1][5][11] Group 1: Consumer Sentiment - Celebrity Liu Jialing's social media post criticizing a store for infringing on her husband's image rights has gained significant attention, highlighting consumer frustration with misleading advertising practices [1][3] - Many users across platforms like Weibo and Xiaohongshu express their annoyance at being forced to navigate to e-commerce sites like Taobao and JD.com when opening other apps, indicating a widespread sentiment against these intrusive ads [5][6][10] Group 2: Advertising Practices - The prevalence of "redirect ads" during the Double Eleven period has been confirmed by various media reports, with regulatory bodies in Hangzhou investigating the issue following numerous complaints [5][12] - Advertising revenue is crucial for platforms like Weibo, where Alibaba accounts for a significant portion of ad income, leading to a reliance on aggressive advertising strategies despite consumer dissatisfaction [10][11] Group 3: Market Dynamics - The effectiveness of traditional promotional strategies during Double Eleven is waning, as consumers have become more skeptical of pricing tactics and promotional offers, often finding better deals outside of the event [13][15] - The complexity of discount rules and frequent price fluctuations have led to consumer frustration, with many feeling that the supposed savings are often illusory [13][15] Group 4: Regulatory Environment - Previous instances of regulatory action against misleading advertising practices indicate that while penalties exist, they are often minimal compared to the revenue generated from such ads, leading to a lack of deterrence for companies [12] - Recent guidelines from the Ministry of Industry and Information Technology emphasize the need for user-friendly advertising practices, yet enforcement remains a challenge [12]

作为"AI机器人+"理念的落地载体，该门店的品牌联动区整合众擎、京东之家及徕芬、影石、拓竹等多 方资源，与机器人共同打造多维度协同场景。 比如专区陈列徕芬吹风机等产品，由赛博店员进行产品功能演示，实现"机器人+家电"的场景化体验； 将影石运动相机等设备融入互动环节，赛博店员可引导消费者参与拍照互动，为消费者打造"科技感打 卡"体验感；同时依托拓竹3D打印技术，定制打印众擎机器人专属模型，模型在专区陈列展示。 除了充当导购员的角色，机器人还会有一定的表演功能，机器人可现场演绎斧头舞、打拳等动作。 姚淇元认为，通过这样的方式，可以更好让机器人在商业环境下落地。通过门店让机器人尽可能多地跟 人类接触，不仅能提升机器人接待、讲解、导购的能力，促进机器人行业的全面发展，而当很多门店都 充满了人形机器人赛博店员，也将促进新型消费，打造具身智能时代下的新零售消费场景，通过消费的 流量转换为智能时代的价值，实现创新性的机器人商业化落地。 21世纪经济报道记者吴佳楠石恩泽深圳报道 赛博店员正在深圳成为现实。 11月11日，众擎机器人零售旗舰店—京东之家合作店正式落址深圳福田深业上城。 作为全球首家人形机器人主题潮品店，该门店打 ...

11月11日，2025京东11.11媒体开放日在北京举行。作为一家以供应链为基础的技术与服务企业，京东 的发展与创新紧紧围绕"供应链"这一核心，基于二十多年来锤炼的供应链基础设施能力，以科技创新助 力现代化产业体系建设，展现超级供应链的京东11.11的应用成果。 今年的京东11.11，超级供应链成果显现，不仅为消费者带来极致购物体验，更有效推动了产业上下游 以新需求引领新供给，以新供给创造新需求，促进供给和需求良性互动，不仅让品牌和商家的销售跑出 加速度，也助力提升中国品牌面向全球市场的竞争力，让产业链上下游的每一个参与者都能受益。 从最新的行业数据来看，在过去的一个月里，京东APP活跃用户数同比增长24.7%，位居行业首位。 2025双11收官调研中， 京东的产品质量、丰富度满意度达到73.15%，价格综合体验满意度72.06%，服 务综合体验满意度78.06%，均位列行业第一，大幅领先其他平台。 全品类销售火爆，核心业务持续增长 超级供应链在产业链的"十节甘蔗"中无处不在，京东深入产业链全环节，参与到产品的创意、设计、研 发、制造中，在京东双11期间，为消费者准备了更多更懂和更符合他们需求的产品。 凭借又 ...

2025京东11.11媒体开放日在北京举行，会上京东科技宣布，旗下购物智能体JoyGlance将在11月13日 Rokid乐奇 x BOLON眼镜新品联合发布会上亮相，这也是全球首款智能眼镜购物应用登场。 而在支付环节，该应用除了声纹识别防录音攻击，还支持用户需自主设定语音密码，安全性达到金融级 标准。 京东科技支付业务负责人表示，JoyGlance智能体的初心，是希望带给用户"场景驱动"的新购物 体验，就如同身边多了一个形影不离的AI"管家"，可以仅靠"看"和"说"这样最自然的互动完成购物。 该负责人举例描述其体验，在日常生活中发现喜欢的物品，看一眼就可以加入购物车；在做家务、和孩 子玩耍的同时，可以同时为家庭常用物品补货；不会使用智能手机的老人也可以通过自然语言购物，轻 松买到生活中看到的好物。JoyGlance极大激活了智能可佩戴终端与生活场景的交互潜力，真正实现 了"目光所及、皆可购买"的沉浸式体验。 该应用集成"意图识别+智能搜品+声纹支付"技术，用户通过Rokid乐奇眼镜注视商品1-2秒即可完成搜同 款、加购操作，支付功能预计于2026年1月全面开放。 JoyGlance将传统购物流程压缩为"注视 ...

Core Insights - JD.com is not just an e-commerce platform but also offers a comprehensive "Tai Pu" digital and physical integrated supply chain solution based on its super supply chain [1] - The collaboration between JD.com and traditional manufacturing companies is driving digital transformation, leading to significant cost reductions and efficiency improvements [1][5] Group 1: Supply Chain Transformation - JD.com has restructured the non-production procurement process for XCMG, reducing the procurement cycle from 11 days to under 2 days and decreasing costs by over 10% [1][5] - New界 Pump Industry has improved its sales and inventory turnover rate by 30% through collaboration with JD.com, achieving nearly 100% growth in transaction volume during the 11.11 event [2][4] Group 2: Industrial Digitalization - JD.com is leveraging its super supply chain to support the digital transformation of the industrial sector, aiming to create a "data highway" for new industrialization [4][7] - The "Intelligent Empowerment of Thousands of Industries, Trillion Cost Reduction" initiative aims to provide tailored solutions for ten key industries, enhancing supply chain efficiency and compliance [4][6] Group 3: Technological Integration - JD.com has developed the JoyIndustrial supply chain model, addressing high costs and low efficiency in the industrial sector through intelligent decision-making and process optimization [6] - The company emphasizes the importance of integrating technological innovation with industrial innovation to create greater value [5][6] Group 4: Market Expansion and Efficiency - JD.com’s self-operated supply chain and logistics network enhance procurement efficiency and meet diverse customer needs, positioning JD.com as a preferred platform for industrial product procurement [7] - The company is committed to promoting the standardization of industrial products and supporting sustainable development within the industry [6][7]

作为经济强省的江苏，在京东11.11这场消费盛会中再次用数据说话，凭借鲜明的消费特色与扎实的购买力，成为全国消费市场的核心力量之一。 江苏的消费实力堪称硬核，京东11.11期间，其购买力位列全国第二，成交额增速排名全国第九，整体表现稳居全国前列。江苏省的诸多城市都有较强的 经济实力，区域消费格局中，苏州市拿下省内购买力榜首，徐州市则以亮眼增速成为增长新引擎。本土特色消费同样抢眼，本地品牌"桂花鸭"与特色产 品"盐水鸭"，成为消费者最关注的本土代表。 京东11.11期间，江苏再次印证了"经济强省+消费强省"的双重实力。从3C数码的品质升级，到男士护理、婴童用品的刚需释放，再到本土特色产品的持续 热销，消费者的多元需求在京东平台得到充分满足。而海量优价好物与极致服务，不仅点燃了购物热情，更见证了江苏消费市场的潜力与活力。 扬子晚报/紫牛新闻记者 徐晓风 校对 潘政 这个京东11.11，江苏省3C数码依旧是消费主力，成交额增速领先品类包括运动相机、数码相机、潮流盲盒、游戏本分别增长258%、225%、180%、 158%，更抢眼的是男士洁面品类以90%的增速冲进TOP5榜单，成为全国最具代表性的"他经济"样本，江苏 ...

Group 1 - The core idea of the news is the launch of JD's "Youth Procurement" initiative, which emphasizes quality and price competitiveness, aiming to enhance consumer confidence and simplify the purchasing process [1] - The initiative features a selection of products that have undergone strict quality checks, ensuring reliability for consumers [1] - The campaign includes a competitive element where participants can win prizes, enhancing engagement and excitement around the shopping experience during the Double Eleven sales event [1] Group 2 - The "Youth Procurement" initiative is led by young influencers who have honed their professional skills to provide transparent discounts without complicated calculations [1] - The campaign promotes a variety of high-quality products, including luxury beauty items and electronics, with significant discounts highlighted [3][4] - The event is designed to attract consumers with appealing offers, such as the chance to win high-value prizes like Apple products and beauty gift sets, further incentivizing participation [3][4]