北京商报讯(记者何倩)10月20日，据京东数据统计，截至10月20日18时，超5.2万个品牌成交额同比增长 超300%，超3300个品类成交额同比增长超100%。 在线下门店业态表现上，"双11"期间七鲜小厨带动周边3公里品质餐厅的订单量增长超12%；京东旗下 首个餐饮实体基础设施品牌"七鲜美食MALL"的线上成交订单环比增长超150%；京东折扣超市订单量 持续增长，其中保暖与护肤类商品销量环比增长超320%。 ...

证券日报网讯锦江酒店（600754）10月20日在互动平台回答投资者提问时表示，公司与京东正式签署战 略合作协议，双方将围绕餐饮消费场景创新、酒旅服务、供应链协同三大领域全面深化合作。作为合作 的重要组成部分，京东旗下七鲜小厨10月起将进驻锦江酒店(中国区)旗下多元品牌酒店，首批试点在北 京部分锦江之星、白玉兰、7天等品牌酒店，双方共同探索"AI+吃+住"的全新商业模式，通过酒店和餐 饮供应链的融合，创造全新的消费场景和增量。 ...

Core Viewpoint - JD Group is expected to achieve a total revenue of 295.9 billion yuan in Q3 2025, with a year-on-year growth of 13.6%, driven by strong performance in both product and service revenues [1] Group 1: Financial Forecasts - Total revenue for JD Group in Q3 2025 is projected at 295.9 billion yuan, with product revenue at 224.8 billion yuan and service revenue at 71.1 billion yuan [1] - JD Retail revenue is expected to reach 247.9 billion yuan, reflecting a year-on-year growth of 10% [2] - Non-GAAP net profit is anticipated to be 4.3 billion yuan, a significant decline of 68% year-on-year, with a Non-GAAP net profit margin decreasing by 3.6 percentage points to 1.4% [1] Group 2: JD Retail Performance - JD Retail's revenue is projected to grow by 10% year-on-year to 247.9 billion yuan, with core GMV also expected to increase by 10% [2] - The revenue from 1P electric products is expected to grow by 5% to 128.9 billion yuan, while 1P daily necessities are projected to grow by 17% to 95.8 billion yuan [2] - 3P platform and advertising service revenue is expected to grow by 28% to 26.7 billion yuan, supported by a robust recovery in consumer spending [2] Group 3: Logistics and New Business - JD Logistics revenue is expected to grow by 11% year-on-year to 49.3 billion yuan, benefiting from the rapid development of the express delivery market [3] - JD's food delivery business is projected to incur an operating loss of 12.5 billion yuan in Q3 2025, although losses are expected to narrow compared to Q2 2025 [3] - Investments in new businesses such as Jingxi and international operations are anticipated to increase losses compared to Q2 2025 [3] Group 4: Profitability and Investment Rating - Revenue forecasts for JD Group from 2025 to 2027 are adjusted to 1,325.3 billion yuan, 1,420 billion yuan, and 1,512.8 billion yuan respectively, with net profits of 22 billion yuan, 37.7 billion yuan, and 51.5 billion yuan [4] - The target market value for JD Group in 2026 is set at 565.2 billion yuan, with a target price of 177 yuan per share [4]

Investment Rating - The report maintains a "Buy" rating for JD Group-SW (9618.HK) [1][8] Core Insights - JD Group is expected to achieve total revenue of 295.9 billion yuan in Q3 2025, representing a year-over-year growth of 13.6%. Product revenue is projected at 224.8 billion yuan (YoY +9.9%), while service revenue is expected to reach 71.1 billion yuan (YoY +27.5%) [4][7] - The report anticipates a Non-GAAP net profit of 4.3 billion yuan for Q3 2025, a significant decrease of 68% year-over-year, with a Non-GAAP net profit margin dropping by 3.6 percentage points to 1.4% [4][7] - JD Retail's revenue is projected to grow by 10% year-over-year to 247.9 billion yuan, with a core GMV growth of 10% and an operating profit margin increase of 0.3 percentage points to 5.5% [4][7] - The logistics segment is expected to see revenue growth of 11% year-over-year, reaching 49.3 billion yuan, benefiting from the overall growth of the express delivery market [4][7] Financial Forecasts - For 2025-2027, the revenue forecasts are adjusted to 1,325.3 billion yuan, 1,420.0 billion yuan, and 1,512.8 billion yuan respectively. The corresponding net profits are projected at 22.0 billion yuan, 37.7 billion yuan, and 51.5 billion yuan [7][8] - The report estimates a diluted EPS of 7.31 yuan for 2025, increasing to 16.93 yuan by 2027 [6][8] - The target market capitalization for JD Group in 2026 is set at 565.2 billion yuan, corresponding to a target price of 177 yuan per share [7][8]

Group 1 - Ele.me is testing the cancellation of overtime deductions in cities like Nantong and Changzhou, aiming to improve rider conditions through a new service points system [2] - JD.com is collaborating with CATL and GAC Group to launch a new car on November 9, but JD will not be involved in manufacturing, focusing instead on consumer insights and sales [3] - China's automotive industry saw significant growth in the first nine months of the year, with production and sales reaching 24.33 million and 24.36 million units, respectively, marking year-on-year increases of 13.3% and 12.9% [4][5] Group 2 - JD's Qixian Kitchen has entered platforms like Meituan and Taobao, with plans to establish 10,000 locations nationwide in three years [6] - Samsung Electronics announced a new stock compensation plan for employees based on stock performance, with potential stock grants increasing significantly if the stock price rises [7] - The total number of vehicle trade-ins is expected to exceed 12 million this year, driven by government policies that have stimulated consumer activity in the automotive market [8] Group 3 - Samsung Electronics projected a more than 30% increase in Q3 profits, benefiting from rising memory chip prices, with sales expected to reach approximately 85-87 trillion KRW [13][14] - China's tax revenue showed a year-on-year growth of 6.9% in Q3, indicating a positive economic trend, particularly in September [15]

中经记者李静北京报道 近期，有北京的网友发现，在美团和饿了么上可以下单京东的七鲜小厨外卖。 七鲜小厨是今年7月，外卖大战如火如荼期间，京东推出的合营品质餐饮制作平台，采用的是"菜品合伙人+自营门店"的重资产运营方式，并且，此前只在京 东外卖平台独家销售。 京东方面对记者表示："七鲜小厨始终保持开放合作的心态，只要消费者有需求，其他平台也愿意，我们非常乐于与其他平台合作。" 《中国经营报》记者观察发现，京东外卖曾是今年京东"6·18"大促时的重点发展项目，但在今年"京东11.11"的惊喜开放日上，却并未看到京东外卖的身影。 从对抗到合作 在6月中旬，京东集团创始人、董事局主席刘强东亲自预告，京东外卖将推出一个截然不同的商业模式，且期待这一模式能彻底解决食品安全问题，让消费 者买到高性价比且安全的食品。 7月份七鲜小厨开业首日，订单量便出现了爆单。紧接着，京东就宣布计划投入百亿元资金，三年内布局万家店铺；同时将投入10亿元现金，在全国招募菜 品合伙人。 七鲜小厨此番的渠道扩张其实并非偶然。 此前，七鲜小厨仅入驻京东秒送，首店开业时，七鲜小厨业务负责人刘斌在接受记者采访时就明确表示："我们的心态是非常开放的，只要消 ...

刘强东表示，民营企业要简单实在点见面聊聊，所有企业该竞争竞争，靠战略、靠商业模式、靠价值创造和信誉最终赢得消费者。"我们不应该变成仇人， 不要把正常的商业竞争变成个人恩怨，没有必要。兴哥我很尊重，莆中我也很赞赏。" 公开资料显示，京东旗下名为"七鲜小厨"的外卖自营门店已在7月20日正式开业，这是京东首家外卖自营门店。用户可以在线上下单，采取 "外卖+自提"的 模式，但没有堂食。 菜品上，"七鲜小厨"提供了包括馄饨面食、隆江猪脚饭、韩式拌饭以及意面等菜品，现场工作人员表示，"全是现炒现做，没有预制菜。" 据媒体报道，在今年9月16日的京东用户见面会上，刘强东回应称他约过王兴，但会面最终未能成行。 瑞财经 吴文婷10月14日消息，京东自营外卖门店"七鲜小厨"已正式登陆美团App。与此同时，京东全新推出的独立咖啡品牌"七鲜咖啡"也同步上线美团平 台。 截至发稿时，美团App上显示，七鲜小厨月售超400单，免配送费等促销信息格外醒目。 刘强东回应称他约过王兴,但王兴说和(滴滴)程维在外面"战争"(巴西; 劲波提议邀美团高级副总裁王莆中,但王莆中称"老板不去不敢去",会面ઘ 刘强东对第一财经记者说,自己认为民营企业要简 ...

Core Insights - JD's fresh food brand Qixian Xiaochu has officially launched on Meituan and Taobao Shanguo platforms, marking a shift in the instant retail sector from "subsidy wars" to "collaborative win-win" strategies [1][3] Group 1: Company Developments - Qixian Xiaochu has shown strong performance since its launch, with Taobao Shanguo achieving over 2,000 monthly sales and Meituan reaching 400 monthly sales, earning the "popular new store" label [1] - The brand has accumulated a total of 90,000 orders since its opening on July 20, indicating a successful entry into the market [1] Group 2: Strategic Collaboration - The collaboration between JD and Meituan is driven by mutual strategic needs, with JD seeking to enhance order scale and brand exposure through Meituan's delivery network and Taobao's traffic pool [3] - Meituan aims to strengthen its product offerings by integrating JD's supply chain to better compete against platforms like Taobao Shanguo and Douyin Group Buying [3] Group 3: Industry Context - The shift towards collaboration occurs against a backdrop of rational competition in the industry, following a price war that negatively impacted restaurant revenue growth [3] - Data supports the effectiveness of the collaborative strategy, with Meituan's peak daily orders reaching 150 million and Taobao Shanguo's active buyers hitting 300 million [4] - The trend is moving from "zero-sum games" to "resource complementarity," as evidenced by the increasing presence of JD's businesses on Meituan [4]

查询发现，目前七鲜小厨（长保大厦店）在淘宝闪购月销量达到2000单，在美团外卖月销量达400单。 据媒体报道，今年7月20日，七鲜小厨首家外卖自营门店开业，用户可以在线上下单，采取 "外卖+自 提"的模式。当时七鲜小厨仅入驻了京东秒送，没有入驻美团或者淘宝闪购。七鲜小厨业务负责人刘斌 后续表示，对于入驻其他平台，七鲜小厨的心态非常开放，只要消费者有需求或者其他平台愿意，就可 以一起合作。 凤凰网科技讯 10月14日，近日，京东旗下外卖品牌七鲜小厨在美团外卖、淘宝闪购等平台低调上线。 ...

Group 1: Company Developments - JD's Qixian Kitchen has launched on Meituan and Taobao Flash Purchase platforms, with plans to establish 10,000 locations nationwide within three years [1] - SoftBank's PayPay is preparing for an IPO in the US as early as December, with an expected valuation exceeding 200 billion yen (approximately $2 billion) [4] - Dongfeng Commercial Vehicle and CATL have established a new five-year strategic cooperation focusing on electric vehicle technology and market expansion [4] - Bohai Automotive has received approval from the Beijing State-owned Assets Supervision and Administration Commission for a major asset restructuring plan [5] - Guangzhou Meet Small Noodles has filed for overseas listing in Hong Kong, planning to issue up to 235,108,000 shares [6] Group 2: Industry Trends - Alibaba's international platform has seen a 30% increase in order volume during the September foreign trade peak, driven by AI enhancements [3] - Google's investment plans include $9 billion in South Carolina by 2027 for data center expansion and $15 billion in India for AI infrastructure [9] - The automotive industry in China has reported production and sales exceeding 24.4 million units in the first nine months of the year, with new energy vehicles accounting for 46.1% of total sales [10]