SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-06-14 10:53Core Viewpoint - The normalization of e-commerce promotions and the resurgence of offline consumption have led major companies to develop new offline strategies, exemplified by JD's recent opening of JD MALL stores in Beijing and other cities [1][8]. Group 1: JD MALL Store Openings - JD MALL Beijing Dawangjing store opened on June 14, marking JD's second MALL in Beijing, attracting significant customer traffic despite rainy weather [1][3]. - The store features a diverse range of categories including home appliances, digital products, e-sports, and coffee, along with experience zones for AI and robotics [6][8]. - JD plans to open 8 to 10 new JD MALL stores annually, focusing on high-tier cities and expanding in profitable areas [8]. Group 2: Technological Integration - The 50,000 square meter mall includes 26 different types of robots from 23 brands, engaging with customers and showcasing advanced technologies [3][7]. - JD's investment in robotics and AI indicates a strategic move to enhance customer interaction and experience in physical stores [7]. Group 3: Market Context and Strategy - The recent government support for the physical economy and the recovery of offline consumption signal a favorable market environment for retail adjustments [10]. - JD's strategy to integrate its signature "618" shopping festival into offline experiences aims to leverage its brand identity and diverse product offerings [10].