京东布局外卖新动作 与锦江酒店达成战略合作

Core Insights - JD.com has signed a strategic cooperation agreement with Jinjiang Hotels to enhance collaboration in three key areas: dining consumption innovation, hotel services, and supply chain synergy [1][2] - The partnership is viewed as an upgrade to JD.com's food delivery business, leveraging resources to capture market share in the hotel dining and young consumer segments [1][2] Group 1: Strategic Cooperation - JD.com’s subsidiary, Seven Fresh Kitchen, will enter multiple Jinjiang Hotels brands in China, aiming to explore a new business model combining AI, dining, and accommodation [2] - The collaboration is expected to create new consumption scenarios and revenue streams, enhancing guest experiences and operational efficiency for Jinjiang Hotels [2] Group 2: Business Expansion - Since entering the food delivery market in February, JD.com has launched the Seven Fresh Kitchen platform, which has gained significant attention and participation [3] - The company plans to invest over 10 billion yuan to establish more than 10,000 Seven Fresh Kitchen locations nationwide within three years, allowing partners to sell products without upfront costs [3] Group 3: Performance Metrics - In the first week of the "Dish Partner" recruitment program, over 66,000 applications were received, indicating strong market interest in innovative dining supply chains [3] - Seven Fresh Kitchen's first store achieved over 1,000 daily orders in its opening week, with a repurchase rate 220% higher than the industry average, contributing to a 12% increase in overall orders for nearby restaurants [3] - JD.com reported that its new business, including food delivery, generated 1.385 billion yuan in the second quarter, nearly doubling year-on-year, with significant growth during the "618" shopping festival [3]