Di Yi Cai Jing Zi Xun·2025-08-14 16:17Core Viewpoint - JD.com reported a strong revenue growth of 22.4% year-on-year for Q2, reaching 356.7 billion yuan, but net profit dropped by 50.8% to 6.2 billion yuan [2] Group 1: Business Performance - JD.com's Q2 revenue was 356.7 billion yuan, marking a 22.4% increase year-on-year [2] - The net profit attributable to ordinary shareholders decreased by 50.8% to 6.2 billion yuan [2] - User growth was robust, with both the number of purchasing users and purchase frequency increasing by over 50% year-on-year, indicating the strongest user growth momentum in recent years [4] Group 2: Strategic Focus - CEO Xu Ran emphasized that the company is focusing on enhancing platform systems and improving user, merchant, and delivery rider experiences amidst intensified competition in the food delivery sector [3] - JD.com aims to implement more refined promotional strategies tailored to different regions and user groups to improve scale efficiency and fulfillment capabilities [3] - The food delivery business is generating significant traffic and user growth, with increased shopping frequency and conversion rates in core e-commerce categories [3] Group 3: International Expansion - JD.com announced a voluntary public acquisition offer for CECONOMY, the parent company of MediaMarkt and Saturn, as part of its international strategy [5] - The company is focusing on supply chain capabilities and localizing its operations in international markets, establishing local teams and procurement methods [5] - The acquisition is seen as valuable due to CECONOMY's brand strength and market position in Europe, which can complement JD.com's online operations and technology [5]