Hua Xia Shi Bao·2025-06-20 09:46Core Insights - JD.com is significantly transforming the local lifestyle sector through supply chain innovations, achieving over 100% year-on-year growth in user numbers and surpassing 2.2 billion total orders during the 2025 618 shopping festival [2][3] - The company emphasizes that all its business operations are centered around supply chain efficiency, as stated by its founder Liu Qiangdong [2][5] Local Lifestyle Expansion - During the 618 event, JD.com made substantial investments in the local lifestyle sector, including the launch of the "JD Hotel PLUS Membership Plan" aimed at reducing operational costs for hotels [3][4] - JD.com has access to a vast user base of over 800 million high-spending consumers and collaborates with over 30,000 large enterprises and 8 million SMEs, which supports its entry into the restaurant industry [3][4] - The opening of the "Seven Fresh Food Mall" in Harbin marks JD.com's first foray into offline dining infrastructure, featuring 100% live-streaming of kitchen operations [4][5] Supply Chain Synergy - The explosive growth of JD.com's local lifestyle business is rooted in its robust supply chain network, which has been a core component since the company's inception [5][6] - The integration of high-frequency demand from food delivery services has increased user engagement with the JD app, leading to a historical peak in daily active users during the 618 promotion [5][6] - JD.com reported that 40% of its food delivery customers also purchase products from its e-commerce platform, indicating a strong cross-selling opportunity [5][6] Innovation and Efficiency - JD.com is committed to innovation in its supply chain and business models, with plans to introduce a new food delivery model aimed at enhancing food safety and value for consumers [6][7] - The company has maintained a low retail expense ratio of 10%, comparable to global giants like Costco and Amazon, showcasing its operational efficiency [7] - JD.com is focused on deepening existing business models centered around supply chain capabilities, with plans for six innovative projects in the pipeline [7]