Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has initiated an investigation and assessment of the market competition status in the food delivery platform service industry, responding to concerns about irrational competition practices such as price wars and excessive subsidies [1]. Group 1: Company Responses - Meituan expressed strong support for the investigation, emphasizing the need for rational competition and a commitment to fulfilling market responsibilities to promote innovation and healthy development in the food delivery sector [2]. - Taobao Shanguo highlighted the importance of fair competition as a core principle of market economy, pledging to comply with relevant laws and regulations while actively participating in the investigation to maintain a fair market environment [4]. - JD Delivery also voiced strong support for the investigation, advocating against harmful competition practices and promoting high-quality development through supply chain innovation to better serve consumers and partners [6][7].

人民财讯1月9日电，京东外卖官微发文称，1月9日，国务院反垄断反不正当竞争委员会办公室宣布，对 外卖平台服务行业市场竞争状况开展调查、评估。公司坚决支持并欢迎这一决定，高度赞同反内卷、维 护市场公平竞争秩序、保障消费者与经营者、骑手合法权益的措施。公司坚定不移地抵制行业内存在的 内卷式恶性竞争，将通过供应链模式创新，大力推动品质外卖的高质量发展，更好地服务广大消费者、 合作商家与骑手，促进外卖平台服务行业创新和健康发展。 ...

Core Insights - The 2026 Consumer Electronics Show (CES) highlights the integration of AI technology across various sectors, with over 4,000 exhibitors showcasing innovations in AI chips, intelligent robots, and AI-native devices, marking it as a pivotal year for AI technology fusion and industrialization [2][5] - JD.com is positioned as a key player in connecting global tech brands with the Chinese market, leveraging its supply chain capabilities and user insights to facilitate the introduction of innovative products to Chinese consumers [4][18] Group 1: AI Technology and Product Innovations - The focus of CES 2026 is on the practical application of AI, with products like AI PCs, AR glasses, and intelligent home appliances being prominently featured, indicating a shift towards real-world integration of AI technologies [5][12] - The third-generation Intel Core Ultra processor, capable of 180 TOPS AI computing power, showcases significant performance improvements, including a 50% increase in multi-threaded performance and a 40% reduction in power consumption compared to its predecessor [8][10] - AR glasses are evolving with products like the XREAL 1S, which utilizes a spatial computing chip to create 3D effects without external hardware, indicating advancements in user interaction and experience [13][15] Group 2: JD.com's Role and Strategies - JD.com is enhancing its role as a primary channel for global tech brands entering China, providing a comprehensive service system that includes supply chain integration and user engagement [4][18] - The company is actively engaging consumers through live streaming and interactive experiences, allowing them to explore new products and make informed purchasing decisions [7][17] - JD.com is implementing various promotional strategies, such as early bird offers and exclusive discounts, to attract consumers and facilitate the launch of new products [17][30] Group 3: Market Adaptation and Consumer Insights - JD.com addresses the challenges of introducing new AI products to the Chinese market by providing localized adaptations and ensuring that technology meets the specific needs of consumers [22][23] - The company’s deep understanding of consumer behavior allows it to effectively match innovative products with market demands, facilitating a smoother transition from niche to mainstream adoption [20][23] - JD.com is focused on building consumer trust by addressing concerns related to privacy, usability, and after-sales service, thereby reducing barriers to adoption of new technologies [24][26]

Group 1 - The 2025 China Brand Person Annual Conference will be held from December 28 to 30 in Shenzhen, focusing on the theme "Who Earns Respect for China" [1][10] - The event will include a series of activities such as an opening ceremony, main forum, honor ceremony, and closed-door discussions to review the history of Chinese brand development and explore new trends and opportunities in brand building [1][10] Group 2 - The "Top Brand 2025 China Brand Person 500" list was released by Lv Dapeng, Vice President of the China Public Relations Association, highlighting the overall characteristics and industry trends of the listed individuals [10][12] - This list has been publicly released for the seventh consecutive year, continuously recording and promoting the growth and influence of Chinese brand figures [10][12] Group 3 - The top three individuals in the 2025 China Brand Person 500 are Ren Zhengfei, Liu Qiangdong, and Yu Chengdong, with Dong Mingzhu, He Xiaopeng, Li Shufu, Wang Chuanfu, Jack Ma, Liang Wenfeng, and Wang Ning following in positions 4 to 10 [3][12] - The selection process involved analyzing over 5,000 influential brand figures based on criteria such as industry authority, social influence, sense of social responsibility, public image, and attention [3][12]

Geopolitical Tensions - Iran's Supreme Leader, Ayatollah Ali Khamenei, has intensified rhetoric against former U.S. President Donald Trump, urging him to focus on domestic issues while accusing "rioters" of damaging public property to appease foreign powers amidst ongoing internal unrest [2][3][8] - Khamenei emphasized the need for Iranians to "preserve unity" in the face of challenges, as protests continue due to economic hardships [3] Online Delivery Market in China - China's regulatory bodies, led by the State Administration for Market Regulation (SAMR), are scrutinizing the online delivery sector, particularly food delivery platforms, to evaluate competition and ensure fair practices [4][5] - Major players in the sector, including Meituan, Ele.me, and JD.com, are facing investigations regarding their competitive practices and adherence to food safety standards [5] Global Food Prices - The World FAO Food Price Index recorded a decline for the fourth consecutive month in December, reaching an average of 124.3 points, down from 125.1 points in November, indicating a slight easing in global food commodity prices [6][8] Retail Sales in Italy - Italy's retail sales showed stable growth in November, with a year-on-year increase of 1.3%, matching the previous month's growth rate, and a month-over-month rise of 0.5%, indicating consistent consumer spending [7][8]

Core Viewpoint - JD Seven Fresh Supermarket is enhancing the New Year shopping experience by offering exclusive "crash prices" on various festive goods and creating an immersive market atmosphere for consumers [1][13]. Group 1: Product Offerings - The "offline exclusive crash prices" focus on seasonal fresh fruits, meat, poultry, eggs, and seafood, which are popular among consumers and have high repurchase rates [3]. - Featured products include high-quality meat such as cold-cut beef, pork ribs, and lamb rolls, as well as fresh seafood like white shrimp and river bass, all offered at competitive prices [3]. - Seasonal fruits are also included in the promotions, with prices such as 19.8 yuan for a box of red strawberries and 7.9 yuan for 950g of sugar oranges, aiming to provide affordable yet quality options for family gatherings [5]. Group 2: Gift Boxes - A variety of New Year gift boxes are available to cater to different gifting and personal use scenarios, including two types of liquor gift boxes priced at 299 yuan and a beer gift box for 29.9 yuan [7]. - The gift offerings also include a juice gift box featuring natural fruit extracts and a health-themed gift box with organic tea oil and assorted nuts, appealing to health-conscious consumers [9]. Group 3: Shopping Experience - The physical stores of JD Seven Fresh provide a direct selection of fresh and quality New Year goods, enhanced by festive decorations that create a joyful shopping atmosphere [11]. - The New Year shopping experience is framed as a celebration of reunion and tradition, encouraging consumers to prepare for the holiday with affordable and meaningful purchases [13].

Group 1 - Sichuan has set a maximum price of 6,583 yuan per session for brain-computer interface medical services, effective from April 30 this year, which is expected to promote industry standardization and prevent speculation [2] - WeChat has clarified that normal social behaviors will not be restricted under the new rules, ensuring users' accounts will not be penalized for typical usage patterns [3] - Aima Technology has denied rumors of a workforce reduction exceeding 50%, stating that personnel optimization is a normal adjustment for business development [4] Group 2 - Ant Group and Meituan Longzhu have invested in Shenzhen Guangzhi Shikong Technology Co., a developer of AI interactive devices, increasing its registered capital from approximately 1.6435 million yuan to about 2.1062 million yuan [5] - The film "The Legend of the Condor Heroes" has surpassed 200 million yuan in box office revenue within 9 days of its release [6][7] - IKEA announced the closure of 7 stores, including one in Shanghai, as part of its strategy to optimize business operations and focus on consumer-centric channels [8][13] Group 3 - Bawang Tea has responded to rumors of a potential IPO in Hong Kong, stating that there are currently no plans for such an initiative [9] - Lin Yunfeng, head of NetEase's DreamWorks division, has left the company, with the DreamWorks mobile game team being integrated into the Sea God division [10] - Chinese automotive brands are performing well in Ecuador, with BYD's sales expected to grow by 243.1% in 2025, and overall new car sales projected to increase by 15% [11] Group 4 - JD.com has established a "Chameleon Business Unit" to focus on the development and commercialization of core AI products [12] - JD.com is reportedly considering the issuance of dim sum bonds to raise approximately 10 billion yuan, although the company has stated there are no current plans for such an issuance [14]

Group 1 - OnePlus Turbo 6 series officially launched on January 8, with a starting price of 1699 yuan, and is now available for purchase [1] - JD.com collaborates with OnePlus to offer a "Fast Track Upgrade Plan," allowing consumers to enjoy expedited shipping and various promotional benefits when purchasing the Turbo 6 series [1][3] - The Turbo 6 series includes the OnePlus Turbo 6 and Turbo 6V, featuring advanced specifications such as the Snapdragon 8s Gen 4 processor and a high-performance cooling system [3][5] Group 2 - The OnePlus Turbo 6 is equipped with a 9000mAh battery, supports 80W fast charging, and promises 5 years of battery health [5] - The device runs on ColorOS 16, offering enhanced user experience with AI features and improved gaming performance [5] - The Turbo 6V features the Snapdragon 7s processor and a 144Hz display, catering to users seeking a balance of performance and affordability [8] Group 3 - JD.com leverages its strong supply chain to enhance collaboration with manufacturers like OnePlus, aiming to turn new products into bestsellers through marketing and service differentiation [3] - The "Fast Track Upgrade Plan" provides multiple subsidies for consumers, including national subsidies and trade-in benefits, enhancing the purchasing experience [3] - The Turbo 6 series offers various color options and design features, appealing to a wide range of consumer preferences [6][8]

Core Insights - A strong polar cold wave has swept across Europe, causing extreme weather conditions such as continuous snowfall and freezing rain, which have impacted transportation and logistics [1] - Despite the adverse weather, many users in Europe have praised the logistics speed of JD's European retail platform, Joybuy, highlighting experiences of next-day delivery even during severe weather conditions [1][4] Group 1: Joybuy's Performance - Users in the Netherlands reported that they received their orders from Joybuy the morning after placing them, even when transportation was halted due to the cold wave [1] - Customers in Germany shared similar experiences, noting that they received their orders promptly despite snowfall, with one user expressing satisfaction with the service quality [4] - Joybuy has successfully influenced neighboring residents to become users as well, showcasing its growing presence in the market [11] Group 2: Logistics and Operations - Joybuy, a subsidiary of JD, has launched operations in several European countries, including the UK, Netherlands, Germany, France, Belgium, and Luxembourg, supported by an integrated supply chain service system [13] - In response to the cold wave, JD Logistics has activated an emergency response plan in Europe, adjusting production and transportation schedules in real-time and increasing manpower and capacity in warehousing and transportation [13] - To enhance safety during deliveries, JD has equipped some vehicles with anti-slip tires and provided winter gear and warm meals for frontline employees [13]

Core Insights - JD.com has established the "Chameleon Business Unit" to focus on the development and commercialization of core AI products, including the JoyAI App and JoyInside brand [1] - The JoyAI model family includes sizes ranging from 3 billion to 750 billion parameters, designed to meet various performance needs across different scenarios [1] - The company has achieved a 30% improvement in inference efficiency and a 70% reduction in training costs for the JoyAI model, enhancing its adaptability in industrial applications [2] AI Product Development - The JoyInside brand has integrated with over 40 leading robotics and AI toy brands, significantly enhancing interaction capabilities in various hardware devices [2] - JD's digital human services have been adopted by over 45,000 brands, with digital human live streaming costs being only one-tenth of traditional live streaming, resulting in a 30% increase in conversion rates [2] - During the 2025 "Double 11" shopping festival, the number of merchants using digital human live streaming increased nearly sixfold, contributing hundreds of billions in total merchandise volume [2] Strategic Initiatives - The establishment of the Chameleon Business Unit aims to consolidate AI business lines and create a commercial closed loop leveraging JD's e-commerce capabilities [3] - JD's competitive advantage lies in its robust supply chain capabilities and bargaining power in the consumer electronics and 3C appliance sectors, providing a solid foundation for AI implementation [3] - However, JD faces challenges in the AI sector, including insufficient long-term investment in large models compared to competitors like Alibaba and ByteDance, and a lack of international market presence [3]