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京东谈外卖价格战:过度竞争行为“不可持续”
Huan Qiu Wang Zi Xun· 2025-08-15 04:25
Group 1 - JD's Q2 revenue reached 356.7 billion yuan, a year-on-year increase of 22.4% [1] - The company emphasizes a long-term strategy in the competitive food delivery market, focusing on sustainable business models over short-term gains [3] - JD's management highlighted the importance of a "quality delivery" model, distancing itself from unsustainable competitive behaviors that disrupt market order [3] Group 2 - Management noted that while investments in new business areas may impact short-term profit margins, they are expected to create larger growth opportunities and synergize with core operations in the long run [3] - JD aims to maintain investment discipline, focusing on return on investment (ROI) during the investment process [3] - The company expressed a commitment to long-term success in the food delivery business, aiming for sustainability over a period of 5, 10, or even 20 years [3]