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刘强东,刷屏!
中国基金报·2025-06-18 07:30

Core Viewpoint - JD.com has announced a significant move into the hotel industry, offering hotel merchants a maximum of three years with zero commission fees, aiming to enhance supply chain efficiency and reduce operational costs for hotels [2][3]. Group 1: JD.com's Hotel Business Strategy - JD.com is launching a hotel business as part of its new channel initiative, which also includes convenience stores and restaurants, focusing on optimizing supply chain services for the hotel industry [3][5]. - The company aims to leverage its platform capabilities to provide better pricing and services to consumers while allowing hotel merchants to focus on improving service quality [3][4]. - JD.com has positioned itself as a leading platform in local life services, with over 800 million high-spending users, which aligns well with the target customer base of four-star and above hotels [3][5]. Group 2: Leadership Insights - JD.com's founder, Liu Qiangdong, emphasized that the company's expansion into the hotel sector is driven by supply chain considerations, similar to its previous ventures into food delivery [4][5]. - Liu mentioned that the company is not looking to enter the ride-hailing market but is committed to developing the hotel and travel sectors, indicating a strategic focus on creating value through supply chain improvements [4][5]. - The company has seen rapid growth in its workforce, with expectations to reach 900,000 employees by the end of the second quarter, reflecting its aggressive expansion strategy [6].