第一财经·2025-12-23 10:52Core Viewpoint - The article discusses a significant theft incident at JD.com's warehouse in France, where over 50,000 digital devices were stolen, valued at approximately €37 million, equivalent to about 306 million RMB. This incident highlights the challenges JD.com faces as it expands its operations in Europe [3][4]. Group 1: Incident Details - On December 22, a warehouse manager discovered a break-in at JD.com's facility in Seine-Saint-Denis, France, where thieves stole items from over 30 shelves [3]. - The theft occurred between the night of December 21 and the early morning of December 22, with the perpetrators disabling surveillance cameras and alarm systems [3]. Group 2: JD.com's European Strategy - JD.com has been actively expanding into the European market over the past two years, launching the Ochama brand, which includes both online and offline retail channels [4]. - The company has restructured its European operations in 2023, increasing investments and forming partnerships, such as becoming the official e-commerce partner of the UEFA Champions League [5]. - JD.com is testing its Joybuy platform in several European countries, with plans for a full launch in 2026, offering same-day or next-day delivery services [5]. Group 3: Financial Performance and Future Outlook - JD.com's third-quarter financial report indicated a 214% year-on-year increase in revenue from new business segments, including overseas operations, amounting to 15.59 billion RMB [6]. - The company has also acquired a significant stake in the German retail group CECONOMY, which is expected to enhance its presence in the European consumer electronics market [6]. - Analysts suggest that JD.com's international business is transitioning from a light asset model to a more substantial local operation approach, driven by competitive pressures in the domestic market [6].