Zhong Guo Jing Ying Bao·2026-02-26 10:50Core Viewpoint - JD.com has launched the "Billion Supermarket" channel on its app, focusing on the supermarket category with a significant subsidy investment aimed at boosting brand sales by 200 billion yuan over the next three years [2] Group 1: Investment and Subsidy Plans - JD.com plans to invest over 20 billion yuan in product subsidies within the next three years, targeting an additional sales increment of 200 billion yuan for brands [2] - The "Billion Supermarket" channel will feature the highest subsidy intensity among JD.com's various channels [2] Group 2: Product Coverage and Consumer Experience - The channel will cover a wide range of products including food and beverages, household cleaning, personal care, and baby products, along with some self-operated items from Jingxi [2] - Discounts will be offered through official subsidies, double subsidies, and JD Supermarket card returns, providing a seamless shopping experience without the need for group buying or price comparison [2] Group 3: User Growth and Market Position - JD Supermarket aims to increase its user base from 300 million to 500 million by 2025, with projected growth rates leading the industry [2] - The company anticipates over 20% growth in shopping user numbers and order volume by 2025, while steadily increasing its market share [2] Group 4: Strategic Focus - JD.com intends to leverage its super supply chain capabilities to connect quality brands with essential fast-moving consumer goods, promoting a balanced development of quality and cost-effectiveness in the industry [2] - The strategy includes stabilizing prices, enhancing service efficiency, and ensuring product authenticity to lower consumer decision-making costs and stimulate daily consumption [2]