智通财经网·2025-08-14 13:57Core Insights - JD Group reported Q2 2025 revenue of 356.7 billion RMB, a year-on-year increase of 22.4%, exceeding market expectations and setting a new record for revenue growth in nearly three years [1] - The acceleration in revenue growth is primarily driven by the core retail business, with key categories such as electrical appliances and daily necessities showing year-on-year growth of 23.4% and 16.4% respectively [1] - The new business segment, including JD's food delivery service, saw a significant revenue increase of 199% year-on-year [1] Retail Business Performance - JD's retail revenue grew by 20.6% year-on-year in Q2, with an operating profit margin of 4.5%, marking the highest record for any promotional quarter in the company's history [2] - The number of active users and shopping frequency increased by over 40% year-on-year, with active users achieving double-digit growth for seven consecutive quarters [1][2] Food Delivery Business Development - JD's food delivery service achieved a daily order volume exceeding 25 million, with coverage in 350 cities and over 150,000 quality dining establishments [2] - The company emphasizes a commitment to quality and service, rejecting unhealthy competition practices and focusing on technological empowerment and supply chain innovation [2] New Initiatives in Food Service - The launch of "Seven Fresh Kitchen," a quality dining partnership platform, aims to alleviate financial pressures on partner merchants, with plans to establish 10,000 locations nationwide within three years [3] - The first store of "Seven Fresh Food MALL" opened, utilizing 100% kitchen live streaming and a quality dining development plan to enhance consumer trust and operational efficiency for merchants [3]