2 1 Shi Ji Jing Ji Bao Dao·2025-11-11 12:09Core Insights - JD.com has established a clear role in the market, leveraging its "super supply chain" infrastructure to enhance consumer shopping experiences and drive a virtuous cycle of new demand and supply in various industries [1][5]. Sales Performance - JD.com experienced explosive growth in sales across all categories during the Double Eleven shopping festival, with significant contributions from brand partners [2]. - The online sales of JD's 3C digital products, major appliances, and small appliances ranked first in the industry, with daily necessities growing by 36% year-on-year and apparel by 30% [3]. C2M Customization - The C2M (Customer-to-Manufacturer) model has become a key feature of JD's supply chain, with over 30% and 50% customization rates for large-screen AI phones and gaming laptops, respectively [4]. - JD's collaboration with GAC Group and CATL on the "National Good Car" project exemplifies its ability to redefine traditional automotive industry dynamics through supply chain capabilities [4][7]. User Insights and Product Development - JD utilized data from over 700 million users to identify consumer preferences, leading to the development of the Aion UT Super with features like 500 km range and spacious design [7]. - The integration of user insights into product development has allowed JD to participate deeply in the automotive sector without manufacturing vehicles directly [7][9]. Ecosystem and Service Integration - JD is building a comprehensive service ecosystem that includes vehicle maintenance, insurance, and battery leasing, enhancing the overall customer experience [10]. - The "super supply chain" model emphasizes user-driven insights and digital collaboration across various industries, including health and industrial sectors [12][14]. Strategic Evolution - JD's transition from a simple e-commerce platform to a service ecosystem provider reflects its evolving role in the market, particularly in the automotive sector [20][21]. - The company aims to replicate its successful supply chain model across different markets, enhancing its competitive edge and establishing itself as a key player in the new energy vehicle sector [24].