记者丨孔海丽 编辑丨朱益民 "兴哥（王兴）我很尊重，（王）莆中我也很赞赏，企业家不应该变成仇人，我们民营企业都 简单点，不要把正常商业竞争变成个人恩怨。" 9月16日晚间，京东集团董事局主席刘强东在 京东品酒会上围绕民营企业竞争、外卖酒旅业务布局、创业历程等话题做了全面分享。 "京东不打酒店价格战"。刘强东强调，京东进军酒旅不会让酒店从业者进一步降低价格，大概 两三周后会公布全新的酒店发展计划。 他呼吁民营企业摒弃个人恩怨，聚焦战略、信誉等良性竞争；针对平台竞争，明确支持比拼品 质、安全的"向上卷"，反对低端化、扒利润的"向下卷"。 刘强东回忆了从电脑城柜台起步，借线上转型、逆势入局家电等关键决策，将京东打造成多品 类行业第一的历程，多次强调京东进入每一个行业是"为了解决痛点"。比如，因外卖平台25% 高扣点的行业痛点入局，且为骑手足额缴五险一金，创新模式自营"七鲜小厨"带动了周边餐饮 增长。 "我们所有企业该竞争竞争，靠战略、靠商业模式、靠价值创造、靠信誉赢得消费者，想太多 东西其实对企业成本都很高的。"他说。 以下为刘强东分享全文，在不改变原意的前提下经编辑： 谈企业家：不要成仇人，企业该竞争（就）竞争 ...

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]

Core Insights - Liu Qiangdong is actively promoting JD's new business segments, particularly in the hotel and alcohol sectors, emphasizing a non-price war approach to maintain service quality and profit margins [2][11][13] - The recent wine tasting event attracted significant attention and led to a surge in hotel bookings and user engagement on JD's platform, indicating strong market interest [5][6][13] - JD's strategic focus on integrating its supply chain with new business ventures, including the hotel and food delivery sectors, aims to create a comprehensive service ecosystem [13][16] Group 1: Business Strategy - Liu Qiangdong outlined JD's new business strategy, which includes the launch of a new hotel development plan and innovative models for food delivery [2][11] - The company aims to avoid price wars in the hotel industry, ensuring that service quality and profit margins are preserved [11][13] - JD's approach includes a "zero commission" policy for hotels, which is expected to attract hotel partners and enhance collaboration [13][16] Group 2: Market Response - Following the wine tasting event, JD reported a 600% increase in hotel search volume in Beijing and sold 100 hotel rooms within 30 minutes [5][6] - The event not only boosted sales for partner hotels but also increased user traffic to JD's platform, with over a million users engaging in the event within 24 hours [5][6] - The company plans to hold monthly wine tasting events to further enhance its brand presence and industry influence [14] Group 3: Competitive Landscape - JD's new business segments are positioned to compete with established players in the market, such as Meituan, by leveraging its supply chain capabilities and offering unique value propositions [13][16] - The company is focusing on building a differentiated competitive edge through strategic partnerships and enhanced user experiences [16][17] - Despite the potential, JD faces challenges in brand recognition and resource coverage in the hotel sector, which may hinder its immediate impact on the market [16][17]

文|《BUG》栏目 闫妍 继请外卖小哥吃火锅喝酒之后，刘强东再度以酒会友，亲自为业务站台。 除刘强东外，此次酒会还有多位重量级人物的出席，其中就包括茅台集团党委副书记、总经理王莉，以及被尊为"茅 台教父"的原董事长季克良亲临现场。 在昨晚的品酒会现场，刘强东表示，京东发展酒旅业务，"不会把酒店行业拉入价格战，让三家平台卷，不会让酒店 从业者被迫进一步降低价格，从而导致服务品质下降，利润空间受到挤压，整个生态受到破坏。"并透露，"京东即将 发布全新酒店发展计划，外卖也有全新的商业模式创新。" 刘强东还坦言，他约过王兴，"但王兴说和（滴滴）程维在外面'战争'（巴西外卖业务）呢，好友姚劲波提议邀美团高 级副总裁王莆中，但王莆中称'老板不去（我）不敢去'，会面最终没有成行"。 首旅酒店集团董事，北京国际饭店党委书记、总经理陆斌披露了一组数字——仅仅30分钟就售出100间房，京东旅行 为酒店带来显著销量增长，对酒店开拓线上线下业务融合，引流消费打开了新通路。 在品酒会现场，刘强东首次系统阐述了京东三大新业务的战略布局，不仅清晰勾勒出未来的进攻方向，更首次亮出了 他深耕市场、破局竞争的关键底牌与宏大野心。 一是，京东集团 ...

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。 ...

Group 1 - The Ministry of Commerce and nine other departments have jointly issued measures to boost service consumption, indicating a stronger focus on service consumption than before [1] - The measures include 19 specific tasks across five areas, such as developing service consumption platforms, enhancing the quality of services in various sectors, and increasing financial support for service facilities [1][2] - The measures aim to address the supply-side shortage of quality services, which is a key focus of the current policy [1][3] Group 2 - The measures are expected to stimulate market vitality by providing financial support to service industry operators, thereby reducing their financing costs [2] - In August, the total retail sales of consumer goods reached 39,668 billion yuan, with a year-on-year growth of 3.4%, indicating a continuous expansion in market sales [2] - Analysts predict that the overall retail sales growth rate for the year could reach around 4.5%, reflecting the government's commitment to boosting domestic demand [2][3] Group 3 - Companies like Huazhu Group and Trip.com are expected to benefit from the recovery in tourism consumption, supported by policies aimed at enhancing service infrastructure [4] - Hong Kong Zhonglv's acquisition of stakes in tourism-related companies is anticipated to contribute additional profits, benefiting from the optimized inbound tourism policies [5] - China Duty Free's core business of providing duty-free shopping for inbound travelers is likely to see increased sales if policies facilitate easier access for tourists [6]

Group 1 - JD.com is expanding into the hotel and travel industry after entering the food delivery market, with plans to introduce a new model to support hotel development by the end of the year [1] - During the 618 shopping festival, JD Travel launched a public letter to hotel operators, inviting them to join the "JD Hotel PLUS Membership Program," which offers up to three years of zero commission [3] - JD.com has signed a strategic cooperation agreement with Jinjiang Hotels to deepen collaboration in hotel services, supply chain coordination, and innovation in dining consumption scenarios [3] Group 2 - JD.com aims to optimize the supply chain costs in the hotel and restaurant sectors, which are currently high and chaotic, by leveraging its expertise in supply chain management [3] - The founder of JD.com, Liu Qiangdong, draws parallels between the current hotel industry and the home appliance sector when JD.com first entered it, emphasizing the need for sustainable profit distribution among industry players [3][4] - Liu Qiangdong highlights the challenges faced by restaurant operators, including low profit margins, which can lead to issues such as food safety and the emergence of "ghost restaurants" [4] Group 3 - JD.com operates under a "three毛五" theory, where it retains 70% of profits while leaving 30% for partners, ensuring sustainable growth for both the company and its collaborators [4] - Liu Qiangdong addresses the issue of industry competition, advocating for a healthy competitive environment that focuses on quality and fair pricing rather than a race to the bottom [4]

Core Insights - JD.com is expanding into the hotel and travel industry following its entry into the food delivery market, aiming to innovate and improve the supply chain for hotels [2][4] - The company plans to introduce a new model for hotel operations by the end of the year, focusing on avoiding price wars that could harm the industry [2][4] - JD.com has launched a "JD Hotel PLUS Membership Program" offering up to three years of zero commission for participating hotels, which has already resulted in significant customer traffic for partnered hotels [4] Company Strategy - JD.com emphasizes that its business revolves around supply chain optimization, particularly in the hotel and restaurant sectors, which are characterized by high costs and inefficiencies [4][5] - The company draws parallels between its current hotel strategy and its past experience in the home appliance sector, where it successfully entered a market that was initially met with skepticism [4][5] - JD.com aims to create a win-win situation in the industry by advocating for fair competition and sustainable profit distribution among all stakeholders [5] Market Context - The hotel industry is currently facing challenges such as low profit margins and the prevalence of "ghost restaurants," which can compromise food safety [5] - JD.com’s approach includes a commitment to sharing profits with partners, retaining only a portion for itself to ensure sustainable growth and collaboration [5]

Core Viewpoint - JD.com is expanding into the hotel and travel industry, aiming to optimize supply chain costs and improve profitability for hotel operators, while avoiding price wars that could harm the ecosystem [3][5]. Group 1: Business Strategy - JD.com has launched the "JD Hotel PLUS Membership Program," offering hotel partners up to three years of zero commission [5]. - A strategic cooperation agreement has been signed with Jinjiang Hotels to enhance collaboration in hotel services, supply chain coordination, and innovation in dining consumption scenarios [5]. - JD.com aims to leverage its supply chain expertise to reduce operational costs in the hotel industry, similar to its previous success in the home appliance sector [5][6]. Group 2: Market Insights - Liu Qiangdong, the founder of JD.com, highlighted the high operational costs and chaotic supply chains in the hotel and restaurant sectors, which often lead to low profit margins for operators [5][6]. - The hotel industry is experiencing significant customer traffic from JD.com, with one hotel reporting that 50% of its guests come from JD's platform after entering a zero-commission partnership [5]. Group 3: Industry Challenges - Liu Qiangdong expressed concerns about the downward pressure on pricing in the industry, which could lead to a situation where all players in the supply chain are unprofitable [6][7]. - He emphasized the need for healthy competition that focuses on quality and fair pricing, rather than a race to the bottom that harms all stakeholders [6][7].

Core Insights - JD.com is expanding into the hotel and travel industry, aiming to avoid price wars and support sustainable growth for hotel operators [2] - The company plans to introduce a new model for hotel development by the end of the year, focusing on supply chain optimization [2] Group 1: Business Strategy - JD.com has launched the "JD Hotel PLUS Membership Program," offering hotel partners up to three years of zero commission [2] - A strategic partnership has been established with Jinjiang Hotels to enhance collaboration in hotel services, supply chain coordination, and innovative dining experiences [2] - The company aims to reduce operational costs in the hotel industry by leveraging its supply chain expertise [2] Group 2: Market Context - JD.com's founder, Liu Qiangdong, highlighted the challenges faced by the hotel and restaurant sectors, emphasizing the need for better supply chain management [2][4] - The retail sector's profit margins are under pressure, with Liu noting that if retailers earn more than brand manufacturers, it could lead to industry issues [4] - Liu shared insights from his past experiences in the restaurant industry, indicating that many operators struggle to achieve sustainable profit margins [4] Group 3: Competitive Landscape - Liu Qiangdong discussed the concept of "industry involution," where competition drives down profits for all players, stressing the importance of fair competition and quality service [4] - The company is committed to ensuring that its profit-sharing model benefits both JD.com and its partners, with a focus on sustainable growth [4]