Di Yi Cai Jing·2025-09-16 15:36Core Viewpoint - JD Group's business strategy is centered around optimizing the supply chain, with a recent focus on the hotel and travel industry to enhance operational efficiency and reduce costs [1][4]. Group 1: Expansion into Hotel and Travel Industry - JD has entered the hotel and travel sector, aiming to avoid price wars that could harm the ecosystem and profitability of hotel operators [2][4]. - The company plans to introduce a new model to support hotel development, with an announcement expected by the end of the year [2]. - JD's partnership with Jinjiang Hotels includes a strategic cooperation agreement to enhance hotel services and supply chain collaboration [4]. Group 2: Supply Chain Optimization - Liu Qiangdong emphasizes that the hotel and restaurant sectors are heavily reliant on complex supply chains, which often lead to high costs [4]. - JD aims to provide supply chain services to optimize costs for the hotel industry, similar to its past success in the home appliance sector [4]. Group 3: Profit Sharing and Industry Dynamics - JD operates on a "three毛五" theory, where it retains 70% of profits while sharing 30% with partners, promoting sustainable growth [5]. - Liu Qiangdong highlights the issue of industry "involution," advocating for healthy competition that prioritizes quality and fair pricing rather than driving down profits for all stakeholders [5].