中国基金报·2025-07-24 15:28Group 1 - JD.com is in discussions to acquire German consumer electronics retailer Ceconomy, with a proposed offer of approximately €4.6 per share [2][3] - Ceconomy confirmed ongoing negotiations with JD.com, leading to a stock price increase of over 15% during trading [3] - Ceconomy operates over 1,000 stores across Europe under the MediaMarkt and Saturn brands, with a complex ownership structure [6] Group 2 - In the first quarter, Ceconomy's sales decreased by 1.6% to €5.2 billion, with adjusted EBIT of only €10 million, indicating poor overall sales performance [6] - However, online sales for Ceconomy grew by 7.4% to nearly €1.3 billion, accounting for a quarter of total sales [7] - JD.com previously attempted to acquire Ceconomy in 2023 but was unsuccessful; the company is valued at approximately €1.6 billion [9] Group 3 - JD.com launched its independent retail brand in Europe in early 2022, starting with the "super warehouse store" model called "ochama" in the Netherlands [9] - By October 2023, ochama expanded its delivery services to 19 additional countries, reaching a total of 24 European countries [10] - JD.com also introduced one-hour delivery services in Amsterdam during the 2024 European Championship, enhancing its logistics capabilities [10] Group 4 - In 2024, JD.com considered acquiring UK electronics retailer Currys but ultimately abandoned the deal [11] - Alibaba announced the completion of its acquisition of European B2B digital trade platform Visable in November 2023, indicating competitive moves in the European market [12] - Pinduoduo has expanded its overseas presence through its cross-border e-commerce platform Temu [13]