Di Yi Cai Jing·2025-09-16 22:47Group 1 - JD.com is expanding into the hotel and travel industry after entering the food delivery market, with plans to introduce a new model to support hotel development by the end of the year [1] - During the 618 shopping festival, JD Travel launched a public letter to hotel operators, inviting them to join the "JD Hotel PLUS Membership Program," which offers up to three years of zero commission [3] - JD.com has signed a strategic cooperation agreement with Jinjiang Hotels to deepen collaboration in hotel services, supply chain coordination, and innovation in dining consumption scenarios [3] Group 2 - JD.com aims to optimize the supply chain costs in the hotel and restaurant sectors, which are currently high and chaotic, by leveraging its expertise in supply chain management [3] - The founder of JD.com, Liu Qiangdong, draws parallels between the current hotel industry and the home appliance sector when JD.com first entered it, emphasizing the need for sustainable profit distribution among industry players [3][4] - Liu Qiangdong highlights the challenges faced by restaurant operators, including low profit margins, which can lead to issues such as food safety and the emergence of "ghost restaurants" [4] Group 3 - JD.com operates under a "three毛五" theory, where it retains 70% of profits while leaving 30% for partners, ensuring sustainable growth for both the company and its collaborators [4] - Liu Qiangdong addresses the issue of industry competition, advocating for a healthy competitive environment that focuses on quality and fair pricing rather than a race to the bottom [4]