第一财经·2025-05-13 23:18Core Viewpoint - JD's takeaway from the first quarter earnings call highlights significant progress in its food delivery business, with daily order volume expected to exceed 20 million soon, showcasing rapid growth and potential for future scalability [1][2]. Group 1: Business Performance - JD's food delivery daily order volume has seen a remarkable increase, surpassing 10 million orders as of April 22, and is projected to exceed 20 million soon [1]. - The number of merchants on the platform has exceeded one million, indicating strong merchant engagement and onboarding [1]. - Positive feedback from delivery personnel has led to a shortage of uniforms, prompting the company to expedite production [1]. Group 2: Strategic Importance - The food delivery business is viewed as a long-term sustainable venture for JD, with expectations of scale effects and efficiency improvements as the business grows [2]. - The food delivery service is expected to create significant synergies with JD's existing instant retail, core e-commerce, and logistics operations, enhancing user traffic, purchase frequency, and cross-category shopping [2]. - JD aims to improve the overall ecosystem's collaborative effect and operational capabilities for long-term healthy growth [2]. Group 3: Recruitment and Policies - JD plans to intensify recruitment efforts for full-time delivery personnel, with a target of hiring 100,000 riders in the next three months, offering comprehensive benefits [2]. - The company is committed to providing better commission policies and traffic support for quality merchants, fostering a positive cycle focused on product quality [2].