Core Insights - JD.com has achieved a 24.7% year-on-year growth in active users on its app, leading the industry [1] - Customer satisfaction ratings during the 2025 Double 11 event show product quality and variety satisfaction at 73.15%, price satisfaction at 72.06%, and service satisfaction at 78.06% [1] Sales Performance - JD.com has seen explosive sales across all categories, with significant growth in 3C digital products, home appliances, and daily necessities, with a year-on-year growth of 36% in daily necessities and 30% in apparel [2] - The sales of AI products in the 3C category exceeded 100% year-on-year during the Double 11 event, with customized products achieving over 30% and 50% customization rates for large-screen AI phones and gaming laptops, respectively [2] Brand and Product Development - JD.com has collaborated with over 70% of domestic industrial belts to promote its private label products, achieving nearly 10 million in sales for the Z9Pro ergonomic chair during Double 11, with a user satisfaction rate exceeding 99% [3] - The JD.com live-streaming sales platform saw a 150% increase in order volume during the event, with the number of participating merchants tripling compared to the previous year [3] Innovative Business Models - New business models have emerged, with the "Seven Fresh" brand seeing a 150% increase in online orders and a 400% increase in order volume for its private kitchen stores [4] - JD.com has successfully connected supply chains from Jiangsu to Hong Kong, reducing the price of hairy crabs by approximately 20% compared to traditional channels [4] Global Expansion - JD.com plans to introduce 1,000 overseas brands over the next three years as part of its "100 billion, 1,000 products" growth plan, with cross-border sales seeing over 100% growth in key markets during Double 11 [6] - The global sales platform has expanded its reach to 36 countries, with significant growth in cross-border shipping services [6][7] Technological Advancements - The integration of AI and robotics has significantly enhanced JD.com's supply chain efficiency, with over 300 million merchants benefiting from AI tools during the Double 11 event [8] - JD Logistics has implemented automation across nearly 95% of its logistics processes, improving efficiency for self-operated orders and rural deliveries [9]

不同年龄段的消费者消费偏好又有什么差别呢？热衷于走在时代前列的浙江00后更关注科技、数码类产 品，有线耳机、平板电脑、键盘、显示器、鼠标垫/腕垫是这群年轻消费者购物偏好TOP5品类；80后中 有很多人已经有了宝宝，他们会趁着京东11.11为孩子购物，购物偏好TOP5品类是奶瓶奶嘴、婴童拉拉 裤、学步鞋、婴童纸尿裤、婴幼儿奶粉，购物用户数占比分别为；银发族消费比较讲究实用，一方面关 注生活品质，一方面关注自身形象，他们的购物偏好TOP5品类是潮流护理电器、加工蛋、盖白染发 膏、厨房储物器皿、玻璃杯，其中，潮流护理电器包括肩颈按摩仪、足部按摩仪等产品。 从杭州的精致消费到嘉兴的增速亮眼，从科技产品的潮流追逐到本土风味的坚守，京东11.11让浙江的 消费活力充分释放。这份消费数据既展现了电商强省的实力，也藏着江南生活的细腻与多元。未来，随 着消费供给持续升级，浙江将继续以独特的消费魅力，为全国市场注入活力，引领品质生活。 （林洁） 京东11.11是消费者畅享购物的盛会，也是观察区域经济活力的重要窗口。浙江省作为颇具影响力的经 济大省、消费强省，其在电商领域的表现也一贯亮眼。接下来，我们将目光聚焦于浙江省，看一看电商 ...

（原标题：京东超级供应链驱动产业变革，双十一增长强劲） 21世纪经济报道记者林三千 北京报道 这个双十一，京东的角色更清晰了。 二十多年来，京东锤炼了一套"超级供应链"基础设施能力，以科技创新助力现代化产业体系建设，不仅体现在消费者极致的购物体验上，还推动 了产业上下游实现"以新需求引领新供给、以新供给创造新需求"的良性循环。 凭借又好又便宜的用户体验，京东双十一全品类销售火爆，大量品牌商家等合作伙伴在京东取得爆发式增长。 京东3C数码品类、大家电、小家电线上销售占行业第一，日用百货同比增速达36%，服饰品类同比增速达30%，增速幅度远超行业。 带电品类作为京东零售的优势品类，双十一期间，3C数码AI产品成交额同比增长超100%；包括AI平板、AI大屏手机都位列3C数码整体品类增速 排行的TOP5。 同时，大屏AI手机、游戏笔记本的C2M定制比例分别超过30%和50%，重磅新品中，京东定制新品成交额是去年的5倍。 值得注意的是，"C2M"（反向定制）在京东"超级供应链"模式里已经驾轻就熟，以最近掀起市场热点的"国民好车"为例，京东虽然不造车，但它 以超级供应链为支点，正在改写汽车产业的传统格局。 11月9日， ...

有骑手告诉记者，目前平台仍然以外卖订单为主，快递订单量较少，整体订单量并没有出现明显峰值， 目前的运费也维持在每单5元左右。在深圳某京东前置仓，工作人员表示，当前前置仓运营成本仍然居 高不下，扣掉平台的抽成、运费、红包补贴等费用，销售10000元的货物，只有2500元进账。 （文章来源：第一财经） 今年"双十一"，即时零售将传统大促的"囤货式集中下单"，转变为"即买即得"的即时消费，淘宝闪购、 京东秒送把前置仓、线下门店库存并入大促，履约成本结构将接受峰值检验。具体运营和成本情况如 何？第一财经记者实地走访了淘宝闪购、京东秒送。 ...

Core Insights - JD.com showcased its "super supply chain" capabilities during the 2025 11.11 shopping festival, emphasizing its role in enhancing consumer experience and driving industry growth through innovative supply chain solutions [1][9][23] Sales Performance - JD.com experienced explosive sales across all categories, with significant growth in 3C digital products, home appliances, and daily necessities, achieving a year-on-year growth rate of 36% in daily goods and 30% in apparel [2][5] - The number of active users on the JD app increased by 24.7% year-on-year, leading the industry [1] Product Innovation - JD.com collaborated with Lenovo to launch the Lenovo Y7000P 2025 AI gaming laptop, which quickly became a top seller during the event, demonstrating the effectiveness of the C2M (Customer-to-Manufacturer) model [3][5] - Customized products saw a fivefold increase in sales compared to the previous year, with significant demand for new home appliance models [6] New Business Models - JD's live streaming sales saw a 150% increase in order volume, with the number of participating merchants tripling compared to last year [8] - The introduction of innovative business formats, such as the "Seven Fresh" restaurant initiative, led to a 150% increase in online orders [9][10] Global Expansion - JD.com announced plans to introduce 1,000 overseas brands and expand its global reach, with cross-border sales seeing over 100% growth in key markets like Japan and South Korea during the 11.11 event [14][15] Technological Integration - The integration of AI and robotics into JD's supply chain operations significantly improved efficiency, with AI applications increasing by 3.2 times compared to previous events [16][20] - JD's logistics capabilities were enhanced through the use of advanced AI models, resulting in a 10% efficiency increase for frontline employees [20][22] Health and Wellness Services - JD Health expanded its services to provide a wide range of medical products and services, catering to chronic disease patients during the shopping festival [11][13] Consumer Engagement - The introduction of personalized AI services improved customer satisfaction, with over 42 billion consultations handled by intelligent customer service [18]

Core Viewpoint - The acquisition of the NO.宁2025Y05 land plot by JD.com for 184 million yuan marks a significant development in the Nanjing Hexi Central Innovation Zone, indicating the establishment of a headquarters cluster that includes major companies like JD.com, Xiaomi, and Alibaba [1][3]. Group 1: Land Acquisition Details - JD.com won the bidding for the NO.宁2025Y05 land plot, paying 184 million yuan, which translates to approximately 6,996 yuan per square meter [2][3]. - The land plot covers an area of 26,301.43 square meters and is designated for research and development purposes, with a maximum building area of 180,000 square meters [2][3][5]. Group 2: Strategic Importance - The new JD.com research center will serve as a regional hub, focusing on various sectors including retail, technology, finance, health, and home services, with an emphasis on attracting talent in cutting-edge fields such as artificial intelligence and robotics [5]. - The project is expected to employ at least 5,000 research and development personnel from industries like e-commerce, modern logistics, and fintech [5]. Group 3: Headquarters Cluster Development - The Nanjing Hexi area is now home to eight major corporate headquarters, including JD.com, Newland, Alibaba, Xiaomi, and others, which enhances the region's attractiveness for talent and investment [8]. - The influx of these headquarters is driven by Nanjing Hexi's high-quality urban environment and favorable demographic structure, which collectively create a strong magnetic effect for businesses [8].

Core Insights - The annual "Double Eleven" shopping festival in China has entered its second half, with promotional activities extended beyond November 11 to November 14, marking the longest duration in history [1] - E-commerce platforms in China are expanding their promotional activities to other regions in Asia and beyond, leading to the emergence of similar events in other countries [1] - Major platforms are leveraging artificial intelligence (AI) to enhance promotional activities, with new online sales models, including live-streaming sales, being developed [1] - This year's "Double Eleven" festival will serve as a test for the value created by AI in the online shopping sector [1]

Core Insights - The "Double 11" shopping festival has undergone a significant value reconstruction, shifting focus from GMV to user experience and technological empowerment [1][12] - Simplification of promotional strategies has become a consensus among platforms, enhancing consumer satisfaction and engagement [2][4] Group 1: Changes in Promotional Strategies - The primary change this year is the elimination of complex discount calculations, allowing consumers to shop more easily [2] - Major platforms like JD.com and Pinduoduo have adopted straightforward discount strategies, such as "official direct discounts" and "hundred billion subsidies," respectively [4] - A survey indicated that 62.9% of consumers prioritize transparency and sincerity from platforms, reflecting a growing demand for better shopping experiences [4] Group 2: AI Integration - AI has become an integral part of the shopping process, enhancing consumer decision-making and operational efficiency [5][6] - Platforms like Taobao and Tmall introduced multiple AI shopping tools to assist consumers in making quicker and more informed purchasing decisions [7] - JD.com's AI customer service, 京小智5.0, has significantly reduced labor costs and improved user satisfaction, with a 37% increase in conversion rates for pre-sale consultations [8] Group 3: Rise of Instant Retail - Instant retail emerged as a key highlight, with platforms like Taobao and JD.com incorporating it into their promotional strategies [9][11] - Taobao's instant shopping attracted over 1 million new users during the "Double 11" period, while JD.com reported a 117% increase in user orders [11] - The integration of instant retail with traditional e-commerce has improved operational efficiency and accelerated product turnover [11]

Group 1 - During the Double 11 shopping festival, JD's 3C (information and home appliances) digital AI products saw a transaction value growth of over 100% year-on-year [1] - AI tablets and AI large-screen smartphones ranked among the top five in terms of growth rate within the overall 3C digital category [1] - The C2M (Customer to Manufacturer) customization ratio for large-screen AI smartphones and gaming laptops exceeded 30% and 50%, respectively [1] Group 2 - In the live streaming segment, the order volume from JD's live streaming rooms increased by over 150% year-on-year during Double 11 [2] - The total user viewing time for live streams grew threefold compared to the previous year, with the number of merchants broadcasting live streams tripling [2] - The user viewing time for merchant live streams increased by 2.5 times year-on-year [2] Group 3 - In the dining sector, the "Seven Fresh Kitchen" initiative boosted the order volume from quality restaurants within a 3-kilometer radius by over 12% [2] - The online transaction orders for JD's first dining entity brand, "Seven Fresh Food Mall," increased by over 150% compared to the previous period [2] - The search volume for JD's private label "Seven Fresh Kitchen" surged by over 350%, with order volume increasing by over 400% [2]

Core Insights - JD Retail has established a new Prepared Food Business Unit, elevating its strategic importance within the company and marking a significant shift towards self-branded product development in the prepared food sector [1][3] Group 1: Business Strategy - The new Prepared Food Business Unit will report directly to CEO Xu Ran, indicating a high-level commitment to this sector [1][3] - JD's previous efforts in the prepared food market date back to 2017, with ongoing collaborations with well-known restaurant brands from 2019 to 2023, aiming to create multiple billion-level sales brands within three years [1][3] - The focus will shift from category operations and brand partnerships to the development of proprietary branded products, emphasizing innovation in food technology and alignment with Chinese culinary culture [1][3] Group 2: Market Positioning - The prepared food unit will serve both B2C and B2B markets, providing supply support to offline stores like Qixian Supermarket and Huaguan Discount Supermarket, thus creating a multi-channel synergy [5] - This initiative aligns with the retail logic of "fresh food driving traffic, standard products generating profit," and accurately captures the industry trend of "B-end dominance, C-end acceleration" [5] Group 3: Logistics and Infrastructure - JD's mature cold chain system supports the development of prepared foods, with approximately 60 temperature-controlled cold chain warehouses dedicated to fresh, frozen, and refrigerated foods, covering an operational area of about 400,000 square meters as of June 30, 2025 [5] - The establishment of the Prepared Food Business Unit and the self-operated Qixian Kitchen will enhance the requirements for JD's cold chain systems, technology, and cost control, serving as a catalyst for accelerated upgrades [5]