京东收入增速创三年新高，许冉：外卖初期战略目标达成

Core Insights - JD Group's revenue for Q2 2025 reached 356.7 billion RMB (approximately 49.8 billion USD), marking a year-on-year growth of 22.4%, the highest growth rate in nearly three years [1][3] - The core retail business of JD Group continues to accelerate, with retail revenue growing by 20.6% year-on-year, and the operating profit margin reaching 4.5%, the highest for any promotional quarter in the company's history [3] Revenue Growth - In Q2, the daily essentials category saw a revenue increase of 16.4%, with the supermarket category maintaining double-digit growth for six consecutive quarters [3] - Service revenue grew by 29.1%, while JD's food delivery business experienced a significant revenue increase of 199% year-on-year [3] User Engagement - The number of active users and shopping frequency both exceeded 40% year-on-year growth, with active user numbers achieving double-digit growth for seven consecutive quarters [3] - The increase in user traffic, active users, and purchase frequency is attributed to the sustained development of JD's core retail business and new businesses like food delivery [3] Future Outlook - The CEO expressed confidence that the core retail business will remain the foundation of JD's operations, with plans to continue expanding into new growth areas [4] - JD's food delivery business achieved a daily order volume exceeding 25 million, with plans to establish 10,000 "Seven Fresh Kitchen" locations nationwide within three years [4] Employment and Social Responsibility - As of June 30, 2025, JD's workforce totaled approximately 900,000, with over 4,000 disabled individuals employed [5] - JD is launching 35,000 positions for its 2026 campus recruitment and has initiated a "Top Young Technical Talent Program" to attract global tech talent [5]