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刘强东押注的京东家装:是真“强”还是“要强”?
3 6 Ke· 2025-07-02 04:13
京东家装用"自营模式+开放平台"双轮驱动,硬生生撕开了一道裂缝:618期间北京双店开业3天接待超1500组客户,签单达成率110%,家装费用直降 30%。 自营——成为京东快速赢战家装的重要武器。目前,京东家装自营品牌以"京东自营全屋定制两个系列矩阵+京品门窗+京悦暖"自营品牌为支点,联合全 球家居好物旗舰店"京东101HOME",构建起了覆盖硬装主材、定制服务、软装搭配的京东家装自营四大品牌矩阵。 在门店基础上,京东又同步发布了"京东家装全链路自营战略",通过源头直连头部厂商,整合仓、配、送一体供应链能力,实现板材、瓷砖、家电等全品 类源头控价,相当于直接抄起供应链这把"屠龙刀",砍掉中间商,让利消费者。 万亿家装市场迎来"鲨鱼级"玩家。 近日,京东收购生活家获无条件批准。从2019年布局家装节到2025年自营门店落地、全链路战略发布,京东步步为营。此次收购直击"线上流量+线下服 务"命脉,电商巨头与家装老炮联手,行业洗牌在即。 01 自营模式——破局家装乱象的利刃 传统家装为何贵?层层加价、信息不透明是元凶。 这与家居新范式的观点不谋而合:家装行业的未来,不是卖货,而是"卖生活"。 这点从北京南三环的京东 ...
京东自营入驻资料准备清单,营业执照等文件要求
Sou Hu Cai Jing· 2025-06-12 11:48
Core Points - The article outlines the requirements and procedures for merchants to join JD's self-operated platform, emphasizing the need for compliance and proper documentation. Group 1: Core Conditions for Joining JD Self-operated Platform - The company must be established for at least two years [1][5] - A complete brand authorization chain document is required [1][5] - A formal authorization letter from the brand owner to JD is necessary [1][5] - A copy of the general taxpayer qualification certificate must be provided [1][5] - Valid trademark registration and product quality inspection reports are mandatory [1][5] Group 2: Steps for Joining JD Self-operated Platform - Step 1: Merchants must prepare necessary documents such as business licenses and brand authorization files, and communicate with JD's procurement department to obtain entry permission [2][6] - Step 2: After agreeing on terms like commission rates and payment periods, a cooperation agreement is signed, and merchants can enter product information into JD's supplier management system [3][7] - Step 3: JD conducts a compliance review of the submitted product detail pages, focusing on the removal of any prohibited content [4][8] - Step 4: Merchants must modify and resubmit their content based on feedback, and once approved, the product link is generated, marking the product as pending for sale [4][9]
大通小兑:中国电商行业趋势观察(四)
Sou Hu Cai Jing· 2025-06-09 10:29
当然,我们也不能忽略了传统电商的同城零售化发展,京东自营、猫超、抖音超市都在提升时效,猫超有20多个城市已经推出了半日达,未来他们与现有的 这些即时零售平台的边界可能会越来越模糊,大家共同做大市场,培育用户习惯。 根据美团官方统计,其截止6月30日的过去12个月闪购GTV已经达到1750亿,同期京东到家12个月GTV为708亿,饿了么全能超市大约400亿,行业前三名合 计约2858亿,2023年全年估计能达到约3300亿,加上盒马、叮咚、美团买菜、朴朴、永辉多点、山姆即时达等其他综合渠道,合计约4500亿,全行业有望在 未来7年保持30%左右年复合增速,在2030年达到约2.82万亿,增长5.3倍,是未来5-10年增速最快的细分市场。 需要说明的是,有时不同的机构或是公司会给出大相径庭的数据,比如美团预期2025年行业规模将达到5000亿,这里面的即时零售行业特指闪购、京东到 家、饿了么全能超市这类平台型即时零售,未包含美团买菜、盒马、叮咚买菜、山姆等自营型即时零售。 我们认为即时零售会是未来持续快速稳定增长的细分市场,原因有几点:从大的逻辑趋势看,跨城全国性电商已经进入稳定发展期,同城即时零售有望接棒 线下 ...
淘宝”小时达“变“闪购”,即时零售“战火再起”?
3 6 Ke· 2025-05-01 02:23
4月30日,阿里宣布淘宝"小时达"业务正式升级为"淘宝闪购",并在淘宝APP首页以一级入口呈现。首日上线50城,5月6日覆盖全国。这一动作不仅标志 着阿里对即时零售的战略级押注,更意味着中国即时零售市场进入阿里、美团、京东的新阶段较量。 即时零售的战场早已硝烟弥漫,美团闪购日均订单突破1800万单,京东已经上线"自营秒送"电商业务,而阿里此时加码,试图在30分钟送达的赛道上重构 游戏规则。这场战役的本质,是电商与本地生活巨头的"近场零售"渗透战,也是供应链效率、用户心智与生态协同能力的终极较量。 淘宝天猫发力即时零售 在淘宝app首页Tab,"闪购"出现在一级流量入口。"淘宝闪购"此次升级依托成熟品牌商家供给,目标覆盖200个核心连锁品牌。目前已有300多万家门店接 入服务,涵盖3C数码、快消品等品类,运力由饿了么保障,可实现30分钟送达。 「零售商业评论」认为,淘宝闪购的升级绝非简单的品牌更名,而是阿里即时零售体系的系统性重构。 首先在消费者侧。联合饿了么推出超百亿补贴,覆盖免单红包、大额满减券等,叠加跨店满减,形成"电商低价+即时送达"的双重吸引力。 在供给侧,整合饿了么餐饮外卖、盒马生鲜、天猫品牌旗舰店 ...
京东汽车与越野e族达成3年战略合作 携手推动越野文化从小众走向大众
Cai Fu Zai Xian· 2025-04-28 06:54
Group 1 - JD Auto and Off-road E-Zu have formed a three-year strategic partnership to co-host the 20th Off-road E-Zu Hero Conference in 2025 and launch the "National Off-road Plan" [1][3] - The 20th Off-road E-Zu Hero Conference will take place in the Badain Jaran Desert, Inner Mongolia, featuring traditional off-road events, automotive exhibitions, and new interactive experiences [3][4] - The partnership aims to leverage JD's user ecosystem, supply chain, and marketing capabilities to enhance the event and promote off-road culture to a broader audience [3][5] Group 2 - The event will unfold in three phases, starting with the strategic signing, followed by recruitment for the "National Viewing Team" and "National Off-road Team" during the 2025 JD 618 event, culminating in a grand celebration in the desert [4] - JD Auto plans to create an "Off-road Culture Zone" on its platform to share professional knowledge and provide comprehensive vehicle modification solutions [5][6] - The collaboration will also focus on launching customized off-road vehicles through partnerships with manufacturers, creating a full-cycle ecosystem from cultural engagement to vehicle sales [6] Group 3 - JD Auto is enhancing its modification business by establishing a self-operated modification brand alliance and a direct supply system for genuine parts, aiming to improve after-sales service quality [6] - During the "JD Auto Owner Savings Day," JD Auto introduced promotional offers for new users and exclusive maintenance packages for Off-road E-Zu members [7] - JD Auto's maintenance services will be available at over 2,200 locations nationwide, providing special benefits for Off-road E-Zu members [7]
京东美团对攻腹地,打打更健康?
Guan Cha Zhe Wang· 2025-04-24 13:43
当王兴在2010年创立美团时,很少有人能预见,这个早期并不起眼的团购网站会从"千团大战"中胜出, 并成为中国互联网超级巨头;当刘强东在2007年决定自建物流系统时,也鲜有人能想象,后来京东的供 应链会成长为其抗衡阿里的核心壁垒之一。 (文/刘媛媛 编辑/周远方) 在移动互联网的黄金十年里,京东与美团看似两条平行线,前者深耕B2C电商与供应链,后者专注O2O 生活服务。这一阶段,双方虽未直接对抗,但商业触角的延伸和行业边界的拓展,已为如今的交锋埋下 伏笔。 一开始,双方还只是暗暗较劲。比如,2017年,刘强东提出"第四次零售革命"概念,认为未来零售将进 入无界化时代,随后通过7FRESH生鲜超市、京东到家等业务试水线下,被指对美团地盘有所觊觎。 2018年,王兴在内部信中首次提出"Food+Platform"战略,显露出其以"吃"为核心,围绕酒旅、出行、新 零售等高频需求,构建超级生态平台的野心。 如今,在本地生活服务这个万亿级市场,两家基因迥异的巨头"迎头相撞"。 到了2021年左右,京东联合达达集团推出"京东小时购"业务,迈出其在即时零售领域探索的关键一步。 彼时,美团正欲撕掉"外卖"标签,将"送餐"理念向 ...