Workflow
出手就是180亿:刘强东紧追时代脉搏
JDJD(US:JD) Sou Hu Cai Jing·2025-08-22 11:35

Core Viewpoint - JD.com is making significant investments in Europe as part of its internationalization strategy, with a focus on establishing a strong local presence and infrastructure to enhance its competitiveness in the European market [10][20][31] Group 1: JD.com's Internationalization Strategy - JD.com began its international expansion in 2016, starting with Indonesia, and has since entered Thailand and Vietnam, aligning its strategy with China's Belt and Road Initiative [4][5] - The company has set ambitious goals for its European operations, including a €1 billion investment in logistics in France and the establishment of a research center in the UK focused on AI and big data [4][5] - JD.com aims to create a localized e-commerce model in Europe, emphasizing local infrastructure, employees, and procurement, moving away from a cross-border e-commerce model [27][31] Group 2: Recent Developments and Investments - In July 2023, JD.com announced a significant acquisition of Ceconomy for approximately RMB 18 billion, which would enhance its retail presence in Europe and address supply chain challenges [10][11] - The company has already established two self-operated e-commerce platforms in Europe, Ochama and Joybuy, and is expanding its logistics network across multiple countries [12][19] - JD.com has invested around RMB 5 billion in various logistics facilities in Europe, aiming to build a comprehensive logistics infrastructure to support its operations [18][19] Group 3: Market Potential and Challenges - Europe represents a substantial market opportunity for JD.com, with a population of over 740 million and being the third-largest consumer market globally [20][21] - The European e-commerce market is projected to grow, with a total revenue of $631.9 billion in 2024, indicating a strong potential for JD.com's growth [20] - However, JD.com faces challenges in adapting its corporate culture to European labor practices, which differ significantly from its traditional "wolf culture" in China [29][30][31]