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刘强东拿下新加坡物流枢纽
JDJD(US:JD) Sou Hu Cai Jing·2025-09-10 05:48

Core Insights - JD.com is expanding its global logistics footprint by acquiring four logistics assets in Singapore for approximately 3.06 billion SGD, equivalent to about 1.7 billion RMB [1][2] - The acquisition includes significant properties such as a major logistics hub on Pandan Avenue, which has a total area of approximately 87,842 square meters and is valued at 140 million SGD, accounting for half of the total transaction price [1][2] - This move is part of JD.com's broader strategy to enhance its logistics capabilities and supply chain network globally, particularly in Southeast Asia [2] Acquisition Details - The four logistics assets acquired are located in key industrial and logistics areas in Singapore, including Ubi Road, Changi South Avenue, and Jurong East [1][2] - The Ubi Road industrial asset is strategically positioned in a region with a strong presence of electronics and precision manufacturing companies, aligning with JD.com's retail business [1] - The Changi South Avenue warehouse benefits from proximity to Changi Airport, providing unique advantages for air freight logistics [2] Previous Acquisitions - JD.com has also made significant acquisitions in Europe, including a voluntary public offer to acquire Ceconomy AG for approximately 22 billion EUR, or about 185 billion RMB, which is expected to complete by mid-2026 [8] - Ceconomy is a major player in the European consumer electronics market, owning brands like MediaMarkt and Saturn, which will enhance JD.com's retail network and supply chain in Europe [8] Hong Kong Market Strategy - JD.com has been actively expanding in the Hong Kong market, recently completing the acquisition of Hong Kong's well-known supermarket chain, Jia Bao, to strengthen its local supply chain [11][12] - The company has invested significantly in logistics and service optimization in Hong Kong, including establishing multiple self-operated delivery centers [12][14] Broader Business Expansion - JD.com is diversifying its business model by entering new sectors such as food delivery, travel, and short video content, all while maintaining a focus on supply chain management [15][34] - The company has launched initiatives like "Seven Fresh Kitchen" for quality food delivery and is actively recruiting talent for its travel and short video divisions [20][31] Strategic Vision - JD.com's overarching strategy revolves around enhancing its supply chain capabilities across various business segments, with a commitment to innovation and long-term growth [34][35] - The company's leadership emphasizes that all business activities are centered around supply chain efficiency, aiming for sustainable development over the long term [34][35]