Hua Xia Shi Bao·2025-10-09 11:34Core Insights - JD Logistics announced a $270 million acquisition of two wholly-owned subsidiaries, Dajiang and Dasheng, from its parent company JD Group, focusing on integrating its instant delivery business [2][3][4] - The acquisition is part of JD's strategy to enhance its control over instant retail resources and improve operational efficiency, allowing for deeper integration of technology and delivery networks [5][6] Company Strategy - The acquisition of Dajiang and Dasheng is seen as a significant step in JD's internal consolidation of instant delivery resources, aiming to create a seamless connection between traditional warehousing and instant delivery networks [3][5] - JD's move to privatize Dada is viewed as a precursor to this acquisition, enabling greater strategic autonomy and resource allocation towards Dada's operations [4][5] Market Competition - The instant retail market is highly competitive, with JD facing challenges from established players like Meituan and new entrants like Alibaba's Taobao Shanguo [6][7] - JD has been expanding its self-operated delivery team, with over 150,000 full-time delivery riders recruited to enhance its service capabilities [7] Operational Insights - JD's instant retail initiative, initially launched in partnership with Dada, has evolved into a unified brand, "JD Seconds," which aims to streamline operations and improve customer experience [6][7] - The competition in the instant retail market is not limited to delivery but also includes supply chain management and urban service capabilities, indicating a shift towards more refined competition [7]