Bei Jing Shang Bao·2025-06-18 06:05Core Viewpoint - JD.com is expanding into the hotel and restaurant sectors by leveraging its supply chain capabilities to reduce costs and create new business channels for these industries [3][6]. Group 1: Business Strategy - JD.com has launched the "JD Hotel PLUS Membership Program," offering hotel operators up to three years of zero commission [3]. - The company aims to optimize supply chain costs for the hotel and restaurant industries, which are experiencing growing demand due to a booming tourism market [3]. - JD.com has established a new division dedicated to the hotel and restaurant sectors to facilitate this expansion [3]. Group 2: Supply Chain Focus - JD.com's business model is entirely centered around supply chain management, with all its operations designed to support this core function [6]. - The company claims it can reduce the average gross margin in the industrial goods sector from 60% to 20%, significantly lowering customer costs [6]. Group 3: Future Plans and Workforce - JD.com plans to introduce a new business model for food delivery that will differ significantly from competitors like Meituan [7]. - The company anticipates a record increase in its workforce, expecting to add 180,000 employees in the second quarter, bringing the total to 900,000 [7]. - JD.com is also exploring supply chain services for various sectors, including beauty, medical aesthetics, and healthcare [7]. Group 4: Leadership and Management Transition - JD.com’s founder, Liu Qiangdong, expressed a desire to eventually hand over domestic operations to the current CEO, Sandy Xu, while he focuses on international business [10]. - Liu previously stepped back from daily operations to allow for a smoother transition to professional management within the company [9].