独家|京东为什么能赢，刘强东最新讲话全文，信息量很大

Core Insights - JD Group's core strategy revolves around supply chain management, emphasizing local e-commerce rather than cross-border models for international business [2][17] - The company has experienced a period of stagnation over the past five years, with no new business models introduced, but plans to launch six innovative projects, including stablecoins [3][20] - JD's competitive advantage lies in its low operational costs, with a retail cost of only 10%, comparable to global leaders like Costco and Amazon [9][14] Supply Chain Focus - All of JD's business operations are centered around supply chain efficiency, with a commitment to not engage in unrelated ventures [4] - The company aims to serve the fresh supply chain through its food delivery services, prioritizing profitability from supply chain operations over front-end sales [4][19] Brand Value and Profit Distribution - JD believes that brand manufacturers create significantly more value than retailers, advocating for a profit distribution model where brands receive two-thirds of the profits [7][8] - The company has successfully penetrated the home appliance market, achieving a net profit margin of approximately 3-4%, while major appliance brands maintain over 10% [8][9] International Strategy - JD's international strategy focuses on building local teams and infrastructure, rejecting the unsustainable cross-border e-commerce model [17][18] - The company plans to introduce 1,000 Chinese brands to international markets, emphasizing quality and compliance with local regulations [18][19] Innovation and Future Projects - JD is committed to annual innovation, with several projects in the pipeline aimed at enhancing operational efficiency and customer experience [20][21] - The company is exploring the use of stablecoins for global transactions, aiming to reduce cross-border payment costs significantly [20] Employee and Organizational Structure - JD has over 120,000 full-time delivery personnel, with a focus on maintaining a flat organizational structure to enhance communication and efficiency [13][24] - The company prioritizes employee welfare, with significant investments in salaries and benefits, reflecting a commitment to social responsibility [12][25]