京东酒业

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和刘强东“把酒言欢”,京东旅行要发力了?
Guo Ji Jin Rong Bao· 2025-09-05 14:51
Core Insights - JD.com is launching a "JD Wine Tasting" event on September 16, 2023, with founder Liu Qiangdong attending, aiming to connect with consumers and promote its travel and liquor businesses [2][3] - The event offers 60 lucky participants a chance to engage with Liu Qiangdong and enjoy a premium wine tasting experience [2] JD Liquor Business - JD.com established its liquor business segment in 2014 and became the first e-commerce partner of Kweichow Moutai [6] - The online liquor market in 2023 exceeded 120 billion yuan, with JD.com leading in sales at 34.08 billion yuan, reflecting a 50% year-on-year growth [6] - JD's liquor sales saw a 24% increase in the first half of 2025, with self-operated liquor sales rising by 41% [6] JD Travel Business - JD Travel is an older segment that is now being revitalized, with recent initiatives to attract hotel operators and integrate with the food delivery business [8] - The company is offering a "Hotel PLUS Membership Plan" with up to three years of zero commission for participating hotels [8] - JD Travel is positioned alongside its food delivery service on the app, promoting cross-business benefits [8] Competitive Landscape - JD.com faces competition from major players like ByteDance and Alibaba in the travel and liquor sectors, which have made significant investments and adjustments in their strategies [9] - The company is also competing with instant retail services from Meituan and others, which are reshaping the liquor market [7][9] - The industry remains cautious about JD's ability to significantly alter the travel and liquor market dynamics [9]