Core Insights - The collaboration between Jinjiang Hotels and JD aims to address the challenges in the restaurant sector of the hotel industry, which is seen as a significant opportunity for cost reduction and increasing non-room revenue [1][2][3] - Jinjiang Hotels is focusing on optimizing brand strategies and developing mature core brands while exploring growth opportunities in corporate apartments, senior travel markets, and cultural tourism integration [1][9] - The hotel industry is currently facing challenges due to oversupply and declining performance metrics, with RevPAR dropping by 5% in the first half of 2025 [7][9] Company Strategy - Jinjiang Hotels is not prioritizing rapid expansion but is instead focusing on long-term, stable development by enhancing quality and efficiency [1][9] - The company has a strategic plan to develop 12 mature brands by 2028, cultivate three competitive mid-to-high-end brands, and support one apartment and vacation segment [9][10] - The partnership with JD includes the introduction of JD's "Qixian Xiaochu" into Jinjiang Hotels, which aims to utilize hotel resources more effectively and meet the dining needs of guests [2][3][5] Market Opportunities - Jinjiang Hotels sees significant potential in the Southeast Asian market, planning to sign over 500 hotel projects in the region within five years [11][12] - The company aims to leverage its domestic experience and operational efficiency to establish a competitive presence in Southeast Asia, where local hotel chains are relatively weak [12] - The increasing number of Chinese tourists traveling to Southeast Asia presents a lucrative opportunity for Jinjiang Hotels to expand its footprint in the region [12]

继亲自送外卖后，刘强东又首次以"主厨"身份亮相。 "第一次直播很紧张，像贾国龙第一次炒菜一样紧张，像罗永浩第一次说脱口秀一样紧张。"京东集团创始人、董事局主席刘强东9月16日晚现身"京东品酒 会"直播间，现场烹制宿迁名菜"黄狗猪头肉"，并透露了酒店发展计划。 不想把酒店再拉进价格战 据悉，这是京东时隔近20年重启"用户见面会"。当晚，刘强东身着围裙，现场演示炒糖色、调味等步骤。谈到做菜，刘强东表示只要回家，基本上天天都 会给家人做饭。 "后续将公布全新的酒店发展计划。"刘强东在本次活动中透露，不想把酒店再拉进价格战，让酒店从业者将价格进一步降低，最后卷到服务品质下降，利 润空间受到挤压，整个生态受到破坏。 七鲜小厨是京东旗下的合营品质餐饮制作平台，主打现炒现做和透明厨房，帮助品质餐厅获得更多销量。针对"七鲜小厨会导致夫妻老婆店倒闭"的说法， 刘强东现场回应。他分享了一组数据：七鲜小厨首店上线2个月，一天至少1500单，七鲜小厨5公里范围内很多商家单量上涨30%。 "30%的增长也就意味着我们没有挤压这个范围内餐饮从业者的收入空间，反而给他们带来了信任，带来更多的流量。这就像电商一样，有人说京东自营 太强大，所 ...

Core Insights - JD.com is actively expanding into the food delivery and hotel industries, aiming to innovate rather than engage in price wars that could harm service quality and profit margins [1][5][6] Group 1: Food Delivery Business - JD.com launched its "Seven Fresh Kitchen" food delivery service, achieving over 1,500 daily orders within two months of operation [3] - The company plans to invest over 10 billion yuan to establish 10,000 self-operated "Seven Fresh Kitchen" outlets across the country, focusing on fresh, made-to-order meals [3] - JD.com claims that its entry into the food delivery market has not negatively impacted local restaurants; instead, it has increased their order volumes by 30% in the surrounding areas [3][4] Group 2: Hotel Industry Strategy - The hotel industry is facing challenges due to oversupply and declining key performance indicators such as average daily rate and occupancy rate [5] - JD.com aims to provide supply chain services to optimize costs for hotels, addressing the industry's supply chain complexities [5][6] - A strategic partnership has been established between JD.com and Jinjiang Hotels to enhance dining experiences and explore new business models combining AI with food and lodging [5][6]

9月16日，京东集团创始人、董事局主席刘强东现身"京东品酒会"直播间，重启"用户见面会"，现场烹制宿迁名菜"黄狗猪头肉"。 刘强东说他第一次直播很紧张，称"像贾国龙先生第一次炒菜一样紧张，像罗永浩第一次说脱口秀一样紧张。"提到做菜方面，刘强东表示只要回家，基本 上天天都会给家人做饭。 图片来源：视频截图 刘强东现身线上直播后，京东旅行直播间场观数瞬间飙升至百万。 9月16日晚间，据京东黑板报消息，国庆假期在即，京东旅行宣布正式启动"宝藏城市"计划，定期与全国各地文旅局开展深度战略合作。京东旅行相关负责 人表示："我们希望把京东最有优势的供应链与各地文旅产业深度融合，创新文旅消费场景，优化旅游消费体验，为地方经济发展注入新活力。" 图片来源：视频截图 据媒体报道，刘强东在京东酒品会上表示，民营企业之间要简单、实在点，可以多见面聊聊。"我坚持认为，所有企业在该竞争的时候要竞争，但更多是依 靠商业模式、价值创造、信誉等方面，来最终赢得消费者。但是我认为，企业家不应该变成仇人。不要把正常的商业竞争变成个人恩怨。这没必要。" 刘强东还谈到"反内卷"，他表示，现在国家强调"反内卷"，加大整治"内卷式"竞争力度是非常对的。 ...