陈鄂生视当下为新航海时代，工业企业的供需如何优化匹配， 供应链领域能否冲破数据孤岛，告别协同冲突等痛点，都成为 产业全球化发展的掣肘难题，而这却是京东工业远征的起点。 作者：钱方 封图：图片资料室 泰国首都曼谷往南10公里处的林查班港，是当地最大的集装箱港口，也是东南亚重要的物流枢 纽。陈鄂生与团队扎根于此设立了分公司，不远处还建起了一个1万平方米的大仓。 作为京东集团副总裁、京东工业国际业务的负责人，陈鄂生正在这里推动着一场关于工业供应链的 深刻变革。位于林查班港的办公室内，午后的阳光斜洒在桌上，窗外是这个国家正在加速搏动的工 业脉搏：在货轮来往与集装箱起落的繁忙景象中，不少中资企业在这里新建厂房，在机器的运转声 中，中国制造变为全球制造的故事正在发生。 陈鄂生视当下为新航海时代，工业企业的供需如何优化匹配，供应链领域能否冲破数据孤岛，告别 协同冲突等痛点，都成为产业全球化发展的掣肘难题，而这却是京东工业远征的起点。 作为京东集团旗下专注于工业供应链技术与服务业务的业务板块，京东工业试图为各行业工业企业 提供一套全链路的数智供应链解决方案。"让数据多流动，商品少跑动"是它对客户的服务理念和 目标承诺。采用数 ...

Core Insights - JD Group reported a revenue of 356.7 billion yuan for Q2 2025, marking a year-on-year growth of 22.4%, the highest growth rate in nearly three years [2] - The increase in marketing expenses, which doubled year-on-year to 27 billion yuan, was primarily due to new business promotion activities [2] - The CEO highlighted significant growth in user traffic, active users, and purchase frequency, driven by the core retail business and new ventures like food delivery [2] Financial Performance - For the first half of the year, JD Group achieved a total revenue of 657.742 billion yuan, a year-on-year increase of 19.28%, with a net profit of 17.068 billion yuan, down 13.68% [2] - In Q2, the retail revenue grew by 20.6%, with an operating profit margin reaching 4.5%, the highest for any promotional quarter in the company's history [2][3] - The retail segment generated 31 billion yuan, while logistics contributed 51.564 billion yuan, and new businesses like food delivery reported 1.385 billion yuan, nearly doubling year-on-year [3] Business Development - JD's food delivery service saw significant growth, with daily orders exceeding 25 million during the "618" shopping festival and over 1.5 million quality merchants onboarded [4] - The number of full-time delivery riders surpassed 150,000 by the end of Q2 2025 [4] - JD MALL opened new stores in several cities, bringing the total to 24 by the end of June 2025 [4] Logistics Expansion - JD Logistics is accelerating its "global network" plan, establishing overseas warehouses in multiple countries, including the US, UK, France, and others [4] - As of June 30, 2025, JD Logistics operated over 130 bonded, direct mail, and overseas warehouses, covering more than 1.3 million square meters [4] - The logistics network has expanded to cover 23 countries and regions globally [4]