Group 1 - The core logic behind JD's decision to enter the food delivery market is fundamentally about supply chain management, emphasizing the company's strategic focus on experience, cost, and efficiency [2] - JD's future strategy will prioritize international business, adopting a local e-commerce model rather than a cross-border e-commerce approach, with local employees, procurement, and delivery [2] - JD aims to create a business model distinct from Meituan's, focusing on profitability through the supply chain rather than front-end food sales, with an emphasis on providing high-quality and safe food products to consumers [2] Group 2 - The recent price adjustment for domestic gasoline and diesel reflects a rise of 260 yuan and 255 yuan per ton respectively, translating to an increase of 0.20 yuan per liter for 92 gasoline and 0.22 yuan per liter for 0 diesel [13] - This adjustment marks the twelfth price change for domestic refined oil this year, with a pattern of five increases, five decreases, and two stasis periods [13] Group 3 - Baoneng Auto has issued a statement confirming that the company is operating normally despite recent media reports suggesting otherwise, and new vehicle releases are forthcoming [16] - The company clarified that while some senior management personnel have left, it does not affect the normal operations and business activities of the company [17]

6月17日，据财经网科技消息，京东集团董事局主席刘强东在一场分享会中谈及此前退休时表 示，"第一次不是真正退休，当时还是太理想主义了"。 刘强东表示，当时决定退出是因为觉得国内企业传承问题比较严重，所以当时自己就特别理 想主义，想成为第一个大型的互联网公司中有职业经理人去传承，而不是自己非要干到八十 多岁。所以觉得" 该退休就退休，让年轻人上，而不要传给自己的孩子 。" 刘强东还表示， 当时自己去哥大上学实际上是为了观察自己离开后公司会不会出乱子 ，后来 离开8个多月没回过一次，跟公司一周最多一通电话，平时所有会议都不参加，结果发现也挺 好，所以到了18年开始决定给公司选CEO。 刘强东：进军外卖前确实请了王兴吃饭 据红星资本局消息，刘强东在会上表示， 京东每3年就应该扩张一次 ，京东集团的核心是供 应链，做外卖的核心还是抓供应链。京东进军酒旅餐饮领域，目的是希望通过供应链将这些 行业的成本降到20%，降到原来的2/3，能够为酒店餐饮一个新通路。 京东首次在财报电话会中详细披露了外卖业务进展，日均单量接近2000万，入驻商家超百 万，骑手报名踊跃一度导致骑手工服供应紧张。 京东的财报透露出清晰的战略逻辑： 通 ...

Core Viewpoint - The article discusses the recent insights shared by JD.com's Chairman Liu Qiangdong and CEO Xu Ran regarding the company's strategic direction, emphasizing the importance of supply chain management and the upcoming differentiation of JD's food delivery service from competitors like Meituan [3][6][16]. Group 1: Company Strategy and Vision - Liu Qiangdong expressed a desire for better understanding of JD.com, highlighting the company's significant growth in employee numbers, reaching 900,000 by the end of Q2 2023, with a potential increase to 1.2 million in the next three years [3][4]. - The company aims to innovate continuously, having already initiated six new projects, and plans to focus on local life services, including food delivery and instant retail [4][5]. - JD.com is positioning itself as a supply chain-centric company rather than a pure internet company, which is reflected in its operational structure and employee count [6][16]. Group 2: Employee and Operational Insights - JD.com has a robust logistics network with 1,600 warehouses and a product catalog exceeding 10 million items, achieving a turnover rate of 30 days [12]. - The average pre-tax salary for JD's delivery personnel exceeds 13,000 yuan, with the company having invested over 100 billion yuan in employee benefits over the years [10][11]. - The company is actively hiring full-time delivery riders, with current numbers around 120,000, expected to exceed 150,000 by the end of June [5][6]. Group 3: Market Position and Competitive Edge - JD.com has established itself as a leader in the home appliance sector, with a market share significantly larger than competitors like Gome and Suning, and has achieved a net profit margin of 3-4% in this category [12][13]. - The company emphasizes a collaborative approach with brand manufacturers, advocating for a profit-sharing model that favors brand creators over retailers [12][13]. - JD's strategy for international expansion focuses on local e-commerce, local infrastructure, and local employment, aiming to establish a strong presence in Europe with over 2,000 local employees [20][21]. Group 4: Future Directions and Innovations - The company plans to unveil a new food delivery model that will differ significantly from Meituan's approach, with a focus on ensuring food safety [23]. - JD.com is committed to deepening its existing supply chain-based business models rather than introducing entirely new ones, with a long-term vision for sustainable growth [22][23]. - The international strategy involves a gradual approach to integrating 1,000 Chinese brands into local markets, which may take up to five years to fully realize [21][22].

Core Insights - The company is focusing on understanding its business model and future direction, particularly in the context of its workforce expansion and new initiatives in local living services [1][5][7] - The CEO, Sandy Xu, is seen as a key player in executing the company's strategy, particularly in local life services and the integration of various business segments [4][5][6] Group 1: Company Strategy and Workforce - The company currently has 900,000 employees, with projections to grow to 1.2 million in the next three years [1][11] - The company is emphasizing local life services as a critical area for future growth, with plans to expand new formats like the Seven Fresh Food Mall [5][6] - The integration of e-commerce, instant retail, and local living services is a strategic focus, with 40% of food delivery customers also purchasing e-commerce products [5][6] Group 2: Leadership and Management - Liu Qiangdong expressed dissatisfaction with the company's performance from 2017 to 2022, describing it as a "lost five years" with no innovation or growth [3][15] - Sandy Xu is viewed positively by Liu Qiangdong, who plans to eventually hand over domestic operations to her while he focuses on international business [3][19] - The company aims to maintain a strong supply chain focus, which is seen as the foundation of its business model, rather than being a purely internet company [8][17] Group 3: Business Model and Future Plans - The company is developing a unique food delivery model that will differ significantly from Meituan's approach, with an emphasis on food safety [2][24] - The company is committed to a long-term strategy that may take 10 to 20 years to fully realize, focusing on building a sustainable business rather than quick profits [22][23] - The international strategy will prioritize local e-commerce, local infrastructure, and local employees, aiming to support Chinese brands in foreign markets [21][22]

Group 1 - The third China International Supply Chain Promotion Expo (Chain Expo) will be held from July 16 to 20 in Beijing, with the theme "Linking the World, Creating the Future" [1] - Over 650 domestic and foreign enterprises and institutions will participate, representing 75 countries, regions, and international organizations, with more than 65% being Fortune 500 and industry-leading companies [1] - The proportion of overseas exhibitors has increased from 32% in the previous edition to 35% in this edition, indicating a higher level of internationalization [1] Group 2 - Notable multinational companies such as Schneider, L'Oréal, Louis Dreyfus, and Medtronic will participate for the first time [1] - Several international organizations, including the Food and Agriculture Organization, the United Nations Commission on International Trade Law, the United Nations High Commissioner for Refugees, and the International Automobile Federation, will also have dedicated booths for the first time [1] - The expo will feature over 100 new product launches, an increase of 10% compared to the previous edition, and will introduce an innovation chain area for the first time [1] Group 3 - The innovation chain area aims to transform innovative ideas from laboratories into keys for industrial development, facilitating seamless integration between the innovation chain and the industrial chain [2] - This area will showcase 14 participating institutions and enterprises, including international authoritative organizations like the World Intellectual Property Organization and relevant domestic authorities [2] - The innovation chain area will cover three main sections: institutional guarantees, carrier support, and service collaboration, demonstrating the entire process of innovation results from basic research to market feedback [2]

于健龙说，本届链博会新面孔多，参展企业中既有很多连续三届参展的铁杆老朋友，也有230多家首次 参展的中外新伙伴。一些国内重要产业集聚地的企业积极组团参展，比如，宇树科技、强脑科技等新锐 企业将组成浙江人工智能产业链参展，湖北将有18家具身智能企业亮相。新产品多，预计展期将有超过 100项首发首秀首展，比上届增加10%。新看点更多，首次设置创新链专区，首发全球供应链指数矩 阵，首次举办"链博首发站"新品发布活动，首次发布各链条和展区可视化产业图谱等。 中国贸促会副会长李兴乾介绍，第三届链博会对接洽谈活动可归纳为"10+2+N"。"10"是10场主题活 动。目前已经邀请了100多位主题活动的发言嘉宾，包括院士专家、世界500强企业负责人、世界知识产 权组织等9家国际组织的负责人等。"2"是指两场主宾系列活动。主宾国泰国和主宾省山东省将联合举 办"主宾国遇见主宾省"的主题活动，广东省作为主宾省将举办国际供应链合作大会。"N"是相关的政府 部门、商协会机构和企业组织的供应链主题专场活动，目前已经确定的活动超过40场。今年中国担任上 合组织轮值主席国，中国贸促会将在本届链博会期间主办上合组织工商论坛、上合组织实业家委员 ...

Core Insights - JD Group is entering the hotel and tourism industry, aiming to create a seamless supply chain and expressing confidence in its success [1] - The company plans to leverage its supply chain capabilities to significantly reduce costs for customers, with an average gross margin of 60% in the industry compared to JD's target of 20% [1] - JD's business model focuses solely on supply chain management, emphasizing value creation over maintaining industry-standard margins [1] Group 1 - JD's initial focus in the new venture is on convenience stores, addressing counterfeit issues and partnering with consumer brands to streamline supply [1][2] - The company has successfully established partnerships with 1.5 million convenience stores, providing direct supply to reduce counterfeit products and lower distribution costs [1] - JD's future plans include expanding into the restaurant and takeaway sectors, followed by the hotel and tourism industry, all aimed at enhancing the supply chain [2] Group 2 - JD defines its customer experience through three key aspects: product quality, pricing, and service, striving to outperform competitors in all three areas [2] - Future supply chain developments will also encompass beauty and medical aesthetics, as well as various service industries [2] - The company aims to provide comprehensive services to consumers, integrating travel and shopping experiences [2]

"我现在就是想把京东带好，因为走到今天，它早就已经不再属于哪个人了。" 文 丨 管艺雯 宋玮 编辑 丨 宋玮 明天就是 618 购物节，位于北京亦庄的京东总部大堂，"战斗战斗，只做第一" 的红色横幅高悬 于顶。 2025 年，京东进入了久违的全员战斗状态。 它做外卖，3 个月时间，用上百亿的补贴迅速拿下 2500 万订单，打破了外卖市场几年的稳定格 局，它发力即时零售，自建前置仓卖自营的生鲜、酒水、美妆。接下来，京东还要进军酒旅。 整个行业充满疑问：京东为什么要做外卖？京东想做一切吗？ 6 月 17 日傍晚，京东集团创始人、董事局主席刘强东首次分享了京东做外卖、酒旅的逻 辑："京东做所有业务只围绕供应链。" 刘强东说，京东做餐饮、做酒旅，都是为了背后的供应链去做铺垫。"我们做外卖，如果能做到外卖三 分天下，餐饮店不需要去选边站，没有任何平台有能力对它们二选一的时候，那最后比拼得还是 —— 谁的成本好、价格低、服务品质好。" 但供应链是一个更复杂、更难以赚钱、需要更长时间精细运营的生意。从 2017 到 2024 年，美团围绕 食杂零售业务（美团优选、美团快驴、小象超市）投入了近千亿元。 京东在做外卖上投入了很 ...

另外本届链博会将首次设置创新链专区，首发全球供应链指数矩阵，首次举办"链博首发站"新品发布活动，首次发布各链条和展 区可视化产业图谱等。预计展期将有超过100项新产品首发首秀首展。 一、事件：链博会 第三届链博会将于7月16日至7月20日在北京举行。 大会是全球首个以供应链为主题的国家级展会，本届展会的主题是"链接世界、共创未来"。 根据官方介绍此次参会情况超出预期。650多家中外企业和机构将参展，涉及75个国家、地区和国际组织。世界500强和行业龙头 企业占比超过65%。 其中宇树科技、英伟达等多家龙头企业将参会。 内容上，大会将设置先进制造链、清洁能源链、智能汽车链、数字科技链、健康生活链、绿色农业链等6大链条和供应链服务展 区。具体看： | 展区名称 | 展示内容概述 | | --- | --- | | 先进制造链 | 展示全球先进制造领域从前端研发设计、新材料运用、关键零部件加工 | | | 到智能制造的全产业链过程。 | | 清洁能源链 | 以"源网荷储"为基础,展示清洁能源从供给到消纳的全周期产业链, | | | 聚焦光伏、风电、储能、氢能、智能电网、传统能源低碳化及零碳园区 | | | 的新技术 ...

超头主播正设法调动消费者的新鲜感。6月15日，罗永浩以虚拟数字人的形式在百度电商直播，观看量超过300万人。无独有偶，近日薇娅的穿搭秀视频也在 粉丝中传播。今年"6·18"，超级主播们正设法为公司业务攒流量、拓渠道，带动新品牌的曝光。连直呼"实在没力气卖货"的辛巴，也为快手带动超40亿元的 销售额。 超级主播依然是直播机构的"灵魂人物"。尽管近年来他们努力低调，却依然躲不过流量危机感和公司的期待。 "翻新"IP吸引用户 大促期间打开百度优选渠道后，罗永浩于6月15日以虚拟数字人的形象再次在百度电商开播，带货零食坚果、粮油烘焙、洗护清洁等商品，直播近一个半小 时观看量超过300万人。 商业价值最大化 可以看出，在公司业务层面，该如何使"薇娅"这个超级IP与业务发展之间保持安全距离，谦寻依然比较谨慎。在获得不少网友关注后，小程序的封面图片从 薇娅更换成了其他模特。但无论如何，通过薇娅的穿搭秀，服饰品牌TOSEE确实在短期内积累了一大波人气，缩短了冷启动的时间。 无独有偶，身处直播幕后多年的薇娅于近日也走起了"穿搭秀"，由工作人员将视频转发给粉丝们。同时，"谦寻超级会员"小程序在6月12日再次开启了一波 服饰促销， ...