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京东618下单用户数翻倍,外卖拉动效应显著,AI技术立功
Nan Fang Du Shi Bao·2025-06-19 02:14

Core Insights - JD.com has achieved significant milestones during the 2025 618 shopping festival, with daily orders for JD Delivery surpassing 25 million and over 150,000 quality dining establishments joining the platform [1][4] - The overall order volume for JD's retail business, including online and offline operations, exceeded 2.2 billion during the event, with user numbers growing over 100% year-on-year [1] - Guangdong province emerged as the top consumer market during the event, ranking first in purchasing power and tenth in order growth rate nationally [5] JD Delivery Performance - JD Delivery's daily order volume has reached over 25 million, with more than 150,000 quality dining establishments onboard and over 120,000 full-time delivery personnel [4] - The delivery service has created significant synergies with existing retail operations, leading to over 400,000 new PLUS member registrations in April alone, with PLUS members showing a twofold higher repurchase rate compared to non-members [4] Sales Performance by Category - Multiple categories saw explosive sales growth during the 618 event, with mobile communications, home appliances, and cooking ingredients increasing by 88%, 161%, and 138% year-on-year, respectively [2] - Notable sales included a 50% increase in mobile sales within the 4,000 to 6,000 price range, a 151% rise in AI laptop sales, and a 260% increase in sales of 100-inch televisions [2] Technological Integration - AI technology played a crucial role during the 618 event, with a 130% increase in the usage of large models compared to the previous year, and over 1.4 million smart agents and digital employees deployed [3] - JD's live streaming orders grew by over 210%, with sales from live commerce increasing by 285% [3] Consumer Behavior Insights - In Guangdong, the purchasing power was highest, with Shenzhen being the strongest city and Shantou showing the highest growth rate [5] - The top three product categories for the "post-00s" demographic included fruit cuts, wired earphones, and tablets, while "post-80s" consumers focused on baby products [6]