Jin Rong Jie Zi Xun·2025-12-15 09:54Core Insights - The conference themed "A New Chapter, Building the Future" highlighted the future trends of pharmaceutical instant retail and explored new paths for high-quality growth [1] - JD Health emphasized the importance of a user, supply chain, and logistics-centric ecosystem for instant retail, introducing a growth triangle model focused on supply, experience, and users [1] Group 1: Market Trends - Instant retail has become the main growth engine for the pharmaceutical health sector, driven by the rising health consciousness among younger consumers [2] - JD Health reported a 16% year-on-year increase in the proportion of users under 30 for its instant delivery service, with student users increasing by 11.5% year-on-year [2] - The market for instant retail is projected to exceed 1 trillion yuan by 2025, growing at a rate of 29%, and surpass 2 trillion yuan by 2030 [2] Group 2: Capability Building - JD Health is building a "super pharmaceutical supply chain" as the foundation for its instant retail capabilities, focusing on a growth triangle model of supply, experience, and users [3] - The supply side has achieved nationwide coverage with a network spanning over 2,600 counties and cities, supported by over 200,000 delivery personnel, enabling delivery in as fast as 9 minutes [3] - Since April 2025, the number of JD Health's instant delivery pharmacies has increased by over 100% year-on-year, with order volume growing over 200% [3] Group 3: User Engagement - JD Health leverages its base of over 600 million active users to enhance channel operations and search recommendation mechanisms, transitioning from "people finding medicine" to "medicine finding people" [4] - The company provides scenario-based marketing solutions aligned with seasonal diseases and major promotional events to improve user engagement and conversion rates [4] Group 4: Collaborative Growth - JD Health's collaboration with partners has demonstrated significant results, such as reducing inventory turnover days for partners like Hongyu Pharmaceutical through access to JD Health's instant delivery network [5] - The Asia-Pacific region is identified as a growth engine for the self-care market, with strong consumer demand in pain management and allergy relief [5] - Looking ahead to 2026, JD Health plans to focus on specialization in instant retail and will open up data capabilities, traffic resources, and operational tools to partners [5]