新业务收入同比增长199%，刘强东做外卖划算吗？京东交卷了

Core Insights - The core viewpoint of the article emphasizes that JD Group is committed to long-term growth in its food delivery business, aiming for sustainability over immediate results [1][5][12] Financial Performance - In Q2, JD Group reported revenue of 356.7 billion yuan, a year-on-year increase of 22.4%, marking the highest growth rate in nearly three years [1][8] - JD Retail's revenue grew by 20.6% year-on-year, with an operating profit margin of 4.5%, the highest for any promotional quarter in the company's history [1][8] - Non-GAAP net profit attributable to shareholders was 7.4 billion yuan, a decline of 48.87% year-on-year, slightly below broker expectations [2] Business Growth and User Engagement - The food delivery segment contributed significantly, with new business revenue increasing by 199% year-on-year [1][8] - The number of active users and shopping frequency both grew by over 40% year-on-year, with active users achieving double-digit growth for seven consecutive quarters [1][8] Strategic Initiatives - JD Group views food delivery and instant retail as essential supplements to its core e-commerce business, indicating no intention to retract from these areas [5][6] - The company has launched its first restaurant infrastructure brand, "Seven Fresh Food Mall," and plans to establish 10,000 "Seven Fresh Kitchens" across the country within three years [9] International Expansion - JD Group is accelerating its international market strategy, including a bid to acquire European consumer electronics retailer CECONOMY for approximately 2.2 billion euros [10] - The company aims to leverage its supply chain capabilities to support both Chinese brands entering overseas markets and local e-commerce operations [10][11] Future Outlook - JD Group's investments in embodied intelligence and various sectors indicate a focus on enhancing logistics and supply chain efficiency [12] - The food delivery business is seen as a defensive strategy to stabilize the core e-commerce operations while exploring long-term sustainable growth through international expansion and supply chain development [12][13]