新浪财经·2025-06-18 01:12Core Viewpoint - JD.com positions itself not merely as an internet company but as a "technology and service enterprise based on supply chain," aiming to create value for employees, shareholders, and society [2][14]. Group 1: Discussion on Food Delivery - JD.com's food delivery business has exceeded expectations, with daily order volume surpassing 25 million within three months of launch [6]. - The company believes that competition in the food delivery sector can lead to healthier industry development rather than severe internal competition [6]. - JD.com is committed to a long-term strategy focused on quality food delivery, rather than short-term performance metrics [7]. - The "Seven Fresh Food MALL" initiative aims to enhance the quality of restaurants on the platform and promote overall industry upgrades [8][9]. Group 2: Discussion on Delivery Riders - The number of full-time delivery riders has surpassed 120,000, with expectations to exceed 150,000 by the end of the current quarter [12]. - Average income for full-time riders in first-tier cities is approaching 13,000 yuan, significantly higher than their previous earnings [10][12]. - JD.com emphasizes the importance of creating job opportunities and providing social security benefits for its employees [14]. Group 3: Discussion on Business Strategy - JD.com does not prioritize high profit margins in a single industry but aims for a sustainable business model with reasonable profitability [17]. - The company is focused on improving product algorithms and addressing operational challenges through user feedback [18][20]. - JD.com maintains a consistent strategic direction in local life services, including food delivery, while remaining open to innovation in other areas [19].