值得关注的是，京东服务收入729.67亿元，同比飙升30.8%，创下近两年来的最高增速，其收入占比更攀升至24.4%的历史峰值。 业内普遍认为，这一突破性表现正是京东超级供应链体系效能全面释放的核心体现。 "三季度，我们的用户规模与购物频次保持强劲增长，年度活跃用户数在10月份突破7亿大关，创下新的里程碑。"京东集团首席执行官许冉表示，"核心京东 零售业务已构建起多引擎互补的增长矩阵。虽然带电品类面临以旧换新高基数的影响，我们有信心进一步巩固在该领域的领先市场地位，并挖掘日用百货品 类与广告服务的巨大增长潜力。此外，京东外卖继续扩大业务规模，并与京东零售不断加深协同效应。同时，三季度京东外卖实现了环比投入收窄，这主要 得益于其单均损益表现的改善。整体来看，我们各项业务均取得稳健进展，相信它们将协同发力，充分释放我们整体业务生态的长期发展潜能。" 本文系观察者网独家稿件，未经授权，不得转载。 数据显示，集团本季度实现总收入2991亿元人民币，同比增长14.9%，显著超出市场预期，整体业务呈现高质量增长态势。 | | | 截至以下目期止三个月 | | | --- | --- | --- | --- | | | 2 ...

Core Viewpoint - The company is undergoing a significant transformation from a nut-focused business to a comprehensive consumer goods retailer, with ambitious plans for future growth and diversification [1][2][3]. Group 1: Strategic Direction - The company aims to build a "super supply chain system" and a "full-category, all-channel" business model, moving away from its previous "OEM" label to become a "manufacturing retail brand" [2][5]. - The company has set clear sales targets for various product categories by 2025, including 250 million yuan for convenience food, 100 million yuan for alcoholic beverages, and 50 million yuan for coffee [4][5]. Group 2: Financial Performance - In 2024, the company achieved a revenue of 10.622 billion yuan, representing a year-on-year growth of 49.3%, and a net profit of 408 million yuan, up 85.5%, successfully reaching its goal of "returning to 10 billion" [3][4]. Group 3: Product and Market Expansion - The company has launched over 1,000 new SKUs in the snack category in 2024 and is expanding into various sectors, including ready-to-eat meals, beverages, and personal care products [4][6]. - The company is focusing on building a distribution network in the vast county market, emphasizing the importance of small retail outlets in reaching consumers [5][6]. Group 4: Supply Chain Development - The company plans to use IPO proceeds to strengthen its supply chain by establishing new processing plants across various regions in China and setting up a factory in Vietnam to achieve economies of scale [6][7]. - The company is pursuing investment partnerships to enhance supply capabilities, aiming to improve product quality and reduce costs through collaborative efforts [6][7].