Mei Ri Jing Ji Xin Wen·2025-12-25 16:06Core Insights - December marks the beginning of the Christmas shopping season, following the "Black Friday" sales, presenting a significant test for domestic retail giants like JD.com as they expand overseas [2] - JD.com has launched its first overseas "Smart Wolf Warehouse" in the UK, leveraging its supply chain to enable rapid delivery to UK consumers [2][3] - A recent theft incident at JD.com's warehouse in the Paris region has raised concerns about security for Chinese companies operating abroad, highlighting the challenges of localizing operations [2][5] Company Strategy - JD.com has established over 130 overseas warehouses across 23 countries, with a total management area exceeding 1.3 million square meters [3] - The company is focusing on localizing its operations in Europe, including building teams and sourcing locally, which differentiates it from other e-commerce platforms [5] - The new "Smart Wolf Warehouse" in the UK spans over 3,000 square meters and is equipped with nearly 200 logistics robots, enhancing picking and shipping efficiency by approximately four times [4] Market Challenges - The theft incident in Paris has underscored the importance of security in JD.com's overseas expansion strategy, prompting a reevaluation of safety measures [5][6] - JD.com's approach to building a localized team and infrastructure is seen as a long-term investment, with expectations that it may take 10 to 20 years to gain acceptance among local consumers [5] - The company faces additional challenges related to geopolitical risks and compliance with local laws, which could pose significant operational hurdles [6]