Yang Zi Wan Bao Wang·2025-11-12 03:51Core Insights - JD's 11.11 sales reached a new high, with a 40% increase in the number of users placing orders and nearly a 60% increase in order volume [1] Group 1: Sales Performance - Mobile new product sales increased by over 4 times year-on-year, with AI products in the 3C digital category experiencing significant growth: AI tablets up 200%, large-screen AI phones up 150%, and AI glasses, speakers, and home storage up 100% [3] - Home appliances and furniture new product sales increased by 150%, while the order volume for integrated delivery and installation services grew by over 90% [3] - Nearly 500 categories in apparel, beauty, and sports saw sales growth exceeding 100% [3] - JD Supermarket saw over 30,000 brands with sales growth exceeding 100%, and the sales of staple foods and condiments increased by 100% [3] Group 2: Innovative Business Models - New business formats participating in JD's 11.11 showed strong growth potential, with JD's food delivery service onboarding over 2 million quality restaurants, and the average daily order volume for the top 300 restaurant brands increasing 13 times compared to the first month of launch [4] - The "freshly stir-fried" and "transparent ingredients" labels of JD's Seven Fresh Kitchen were popular, achieving a 3-day repurchase rate 3 times higher than the industry average during 11.11 [4] - The direct sourcing of hairy crabs for sale in Hong Kong saw prices about 20% lower than traditional channels, with weekly sales exceeding 15% of last year's total sales in Hong Kong [4] Group 3: Global Expansion - JD Global Purchase saw sales from over 1,500 imported brands increase by over 3 times year-on-year, with coverage expanding to 36 countries and 10 country-specific sites [5] - Key markets such as Japan, South Korea, Singapore, Malaysia, Thailand, and Australia saw sales and order volume growth exceeding 100% [5] - Cross-border free shipping services upgraded to cover 13 countries, with sales growth surpassing 300% and the number of platform users increasing by over 400% [5] Group 4: Logistics and Delivery - 95% of self-operated orders and 87% of orders in townships and streets can be delivered within 24 hours, with 45.5% of orders in regions like Xinjiang and Tibet achieving next-day delivery [5] - JD's logistics set multiple industry records during 11.11, with the super brain model 2.0 being called upon 1.9 billion times and automation coverage in the logistics chain exceeding 95% [5] - Nearly 100 cities enjoyed "minute-level" delivery, with 95% of self-operated orders fulfilled within 24 hours [5]