京东二季度收入3567亿元 增速22.4%创近三年新高！外卖日单量突破2500万单 骑手超15万人！CEO许冉：核心零售业务将始终是基石

Core Insights - JD Group reported a second-quarter revenue of 356.7 billion yuan, a year-on-year increase of 22.4%, exceeding market expectations and setting a record for growth in nearly three years [2] - The net profit attributable to ordinary shareholders was 6.2 billion yuan, down from 12.6 billion yuan in the same period last year [2] Revenue Growth - Most product categories experienced accelerated growth, with daily necessities revenue increasing by 16.4% year-on-year, and the supermarket category maintaining double-digit growth for six consecutive quarters [4] - Service revenue saw a significant year-on-year increase of 29.1% [4] - JD's new business, particularly in food delivery, achieved a remarkable year-on-year revenue growth of 199% [4] User Engagement - The number of active users and shopping frequency both grew by over 40% year-on-year, marking the seventh consecutive quarter of double-digit growth in active users [4] - JD's retail revenue grew by 20.6% year-on-year, with an operating profit margin of 4.5%, the highest recorded for any promotional quarter in the company's history [4] Strategic Developments - JD Supermarket launched various customized products during the 618 shopping festival, enhancing consumer shopping experiences and helping brands avoid homogenization and price competition [4] - JD MALL opened new stores in multiple cities, with a total of 24 stores by the end of June 2025, leveraging JD's supply chain capabilities for a digital and immersive shopping experience [5] Logistics and Technology - JD Logistics' self-developed "Smart Wolf" system has been deployed nationwide, significantly improving warehouse operational efficiency and enabling high-density storage [5] - The system integrates various robotic technologies and has been implemented in major cities, enhancing the speed of order fulfillment [5] Food Delivery Expansion - JD's food delivery service continued to grow healthily, with daily order volume surpassing 25 million during the 618 period and over 1.5 million quality merchants onboarded [6] - The full-time rider count exceeded 150,000 by the end of the second quarter, indicating robust operational growth [6] Workforce - As of June 30, JD's total workforce was approximately 900,000 employees [7]