刘强东：京东做外卖、做酒旅是为了背后的供应链

Core Insights - JD Group's founder Liu Qiangdong shared insights on the company's recent developments, including its expansion into the food delivery and hospitality sectors, during a recent event [2][4]. Group 1: Expansion into New Markets - JD is set to enter the hospitality market shortly after launching its food delivery service, with an announcement planned for June 18 [4]. - The company has established a new division for the hospitality sector, indicating a strategic focus on integrating supply chains across various industries [7]. Group 2: Food Delivery Strategy - Since launching its food delivery service on February 11, JD has recruited over 120,000 full-time delivery personnel, aiming for a record net employee increase in Q2 [5]. - Liu emphasized that the competition with Meituan in food delivery is fundamentally about fresh supply chains, suggesting that profitability may not come from food sales but from supply chain efficiencies [5][6]. Group 3: Supply Chain Focus - JD's strategy revolves around enhancing supply chain capabilities, with Liu stating that the company has been building a network that includes convenience stores and restaurants to ensure product authenticity and reduce distribution costs [7]. - The company has a consistent approach to its various business lines, focusing on product quality, pricing, and service across sectors, including potential future expansions into beauty and healthcare supply chains [7][8]. Group 4: Innovation and Financial Technology - Liu mentioned that JD has not introduced significant innovations in the past five years but is now working on six new projects, including stablecoins [8]. - JD aims to apply for stablecoin licenses in major currency countries to facilitate global business transactions, potentially reducing cross-border payment costs by 90% and improving transaction efficiency [9].