刘强东，“摊牌”了

Core Insights - Liu Qiangdong, founder and chairman of JD Group, addressed various hot topics including the rise of Pang Donglai, competition with Meituan, and the issuance of stablecoins during a recent sharing session [1] Innovation and Development - The past five years have been described by Liu Qiangdong as a "lost five years" for JD, highlighting a lack of new business models and a decline in market share and growth rate [3] - The company plans to launch six innovative projects in the short term, including the issuance of stablecoins, to enhance its entrepreneurial spirit and innovation [3][4] Stablecoin Strategy - JD Group has been selected as one of the first three institutions to enter the Hong Kong Monetary Authority's stablecoin issuance sandbox, marking it as a pioneer in the mainland stablecoin market [5] - Liu emphasized the advantages of stablecoins, such as high liquidity and convenience in payments, which will support JD's cross-border e-commerce and overseas expansion strategies [5] - Recent legislative developments in the U.S. and Hong Kong regarding stablecoin regulations are expected to create a favorable environment for stablecoin adoption [5] Competition with Meituan - Liu Qiangdong acknowledged the competition with Meituan in the food delivery sector, stating that competition is beneficial for sustainable industry development [9] - JD aims to create a business model distinct from Meituan, focusing on the supply chain behind food delivery rather than just front-end sales [9][10] - The company has seen a significant increase in daily active users, surpassing Meituan for the first time in two years [9] Employee Welfare and Growth - JD has committed to enhancing employee welfare, including providing social insurance for delivery personnel, which has resulted in increased operational costs [7] - The company anticipates a record increase in employee numbers, expecting to reach 900,000 by the second quarter of this year [10][11] Automation and Delivery Innovations - JD is advancing its unmanned delivery initiatives, having received the first vehicle coding for unmanned delivery vehicles in China [12] - The company plans to train delivery personnel to adapt to the increasing use of automation and AI in logistics [12] Future Leadership Transition - Liu Qiangdong expressed intentions to transition domestic operations to Sandy Xu, the CEO of JD Group, while he focuses on international business [12]