即时零售成医药健康增长主引擎 京东买药秒送订单同比增长超200%

Core Insights - JD Health is focusing on building a sustainable growth ecosystem centered around "users, supply chain, and logistics" in the instant retail sector, as highlighted in their recent conference themed "Opening a New Chapter for the Future" [1][2] - The company has introduced a growth triangle model of "Supply × Experience × User" to provide partners with reliable growth opportunities [2] Market Trends - Health consumption is undergoing significant generational changes, with users under 30 years old accounting for a 16% year-on-year increase in JD's instant medicine delivery service, and student users increasing by 11.5% year-on-year [1] - Young consumers are driving a shift in health consumption towards immediacy, personalization, and contextualization, with rising demands in specific scenarios such as emergency medical aesthetics and travel-related health needs [1] Industry Growth Projections - The instant retail market is projected to exceed 1 trillion yuan by 2025, growing at a rate of 29%, and is expected to surpass 2 trillion yuan by 2030 [1] - The O2O (Online to Offline) segment in pharmaceuticals is anticipated to be a major growth engine in the retail market [1] Operational Capabilities - JD Health has established a comprehensive supply chain network covering over 2,600 counties and cities, supported by a logistics system with over 2 million couriers, enabling delivery in as fast as 9 minutes [2] - Since April 2025, the number of JD's instant medicine delivery stores has seen a continuous year-on-year growth of over 100%, with orders increasing by over 200% [2] Collaborative Success - The collaboration with partners like Hongyu Pharmaceutical has demonstrated the effectiveness of JD Health's instant delivery network, significantly reducing the turnover days for unsold products and enabling inventory sharing and traffic activation [2] Future Focus - Looking ahead to 2026, JD Health plans to concentrate on specialized sectors within instant retail and enhance its supply chain capabilities [3] - The company aims to further open its data capabilities, traffic resources, and operational tools to ecosystem partners, facilitating sustainable growth in the new instant retail landscape [3]