Core Insights - JD.com achieved record-breaking performance during the 618 shopping festival, with over 2.2 billion orders and a user growth of over 100% year-on-year [1] - The festival highlighted the strength of JD's online retail, offline operations, and delivery services, with significant growth in categories such as 3C appliances, fashion, beauty, and daily necessities [4] Group 1: Performance Metrics - JD.com saw a substantial increase in consumer preference for purchasing apparel, with nearly 70% of consumers favoring JD for clothing products [4] - The logistics capabilities of JD enabled rapid delivery, exemplified by the fastest delivery of lychees within 24 hours from the farm to urban areas [4] - The company expanded its global retail operations, providing same-day and next-day delivery services in the UK and covering 37 countries with its direct mail network [4] Group 2: New Business Models - New business models contributed to the transformation of industrial belts, with JD Supermarket establishing over 1 million acres of agricultural bases to boost sales of local products [5] - JD's initiative to convert export-oriented products into domestic bestsellers, such as the ice cotton T-shirts from Shandong, showcases its ability to adapt to market demands [5] - The launch of the "JD Hotel PLUS Membership Plan" aims to reduce operational costs for hotels, allowing them to focus on service quality and experience enhancement [6]

深圳商报·读创客户端记者 吴素红 5月19日，一场"外贸优品中华行（宝安专场）暨京东零售3C数码行业供需对接交流会"在深圳宝安举 办。活动旨在发挥大平台优势，为宝安企业打通国内国际市场提供全链条支持。 交流会由深圳市商务局、宝安区商务局、宝安市场监管局联合京东集团举办，吸引超350家企业参与。 宝安作为全国工业百强区第四、外贸进出口总额突破6000亿元的产业强区，一直秉持"双轮驱动"战略推 动高质量发展。2024年，宝安出口增速达29.6%，位居全市第一；区内有277家国家级专精特新"小巨 人"企业，充分展现了强大的制造实力。 宝安区商务局也在活动现场深度解读了《促进商贸服务业高质量发展若干措施》，着重强调了内外贸一 体化发展支持政策。一方面，推动商场、超市等开辟外贸商品展销专区，并提供"极速上架服务"，为外 贸优品拓展国内销路提供便利；另一方面，深化与京东、1688等线上平台的合作，推动电商平台常态化 开设宝安外贸优品专区，并为专区提供流量支持；此外，还支持传统零售企业触网上云，发展直播电 商、跨境电商、即时零售等网络零售新业态，为企业构建"双循环"竞争力注入新动力。 在出口转内销过程中，企业面临知识产权、 ...

Core Viewpoint - The 618 shopping festival has evolved beyond mere price wars among e-commerce platforms, becoming a significant battleground for online retail, particularly in the 3C and daily necessities sectors, with a clearer understanding of the retail industry's "walls" and "moats" [1] Group 1: Expansion and Strategy - JD.com is aggressively expanding its offline presence with self-operated stores in first-tier and new first-tier cities, and is entering the restaurant sector with the launch of its "Qixian Meishi MALL" brand [1][4] - The company reported a daily order volume of over 20 million for its food delivery service, indicating strong competitive capabilities and synergy with its core e-commerce and logistics operations [2][4] - JD.com plans to invest over 6.5 billion in its "old for new" appliance replacement service, having already recycled over 20 million old appliances [5][6] Group 2: Financial Performance - JD.com's Q1 2025 financial report showed a revenue increase of 15.8% year-on-year to 301.1 billion, with core categories like 3C and daily necessities achieving double-digit growth [5][6] - The active user base grew by 20% year-on-year, with JD Retail's revenue reaching 263.8 billion, a 16% increase, and operating profit rising by 38% [5] Group 3: Marketing and Promotions - During the 618 festival, JD.com is offering substantial discounts, with consumers able to save up to 2,000 yuan on select products, alongside various promotional coupons [6][10] - The "京喜" (Jingxi) platform is playing a crucial role in JD's low-price strategy, extending its reach to factory sources and optimizing supply chain costs [10][11] Group 4: Future Plans - JD.com aims to open 27 additional JD MALL stores by the end of 2025, enhancing its offline retail strategy to provide an exceptional customer experience [7][8] - The company is also focusing on integrating domestic and foreign trade opportunities through its Jingxi platform, which has rapidly covered 244 industrial belts and partnered with over a million merchants [11]

凯 度 消 费 者 指 数 （ 在 中 国 隶 属 于 CTR ） 最 新 发 布 的 报 告 显 示 ， 中 国 城 镇 快 速 消 费 品 （FMCG）市场在2025年的一季度以 积极态势 开局，销售额同比增长 4.2% 。 从城市级别来看，受节庆氛围和返乡探亲潮带动，下线城市的消费增长达5.9%，其中， 镇级市场 增长超1 0%。区域上， 北区 消费增长最为显著，较去年同期增长超过7%。 2 0 2 5年一季度，进口产品*的销售额同比下降1 . 7%，消费者在选购进口产品时的户均花费 和购买均价都有所下滑。从各市场来看，美国、法国和日本是消费者选购进口产品的前三 大市场，但与同期相比，这些市场的销售额增速均有不同程度的下滑。 个性化、多元化的消费场景为家外消费市场注入更多活力，凯度消费者指数家外的数据显 示，2025年开年，家外消费市场持续繁荣，在全国1- 5线城市， 客流同比增长1 0% ，其中 运动场所和娱乐场所等外出的消费场景客流增长明显。 【视频号直播预告】 5月8日，下午4点，2 0分钟线上微分享 一季度快速消费品市场纵览 2 025年一季度中国快速消费品市场会出现哪些新的变化？ 线下渠道： ...

做了 20 年电商的京东，用京喜又找到 5000 万新用户。 2023 年 10 月，一队京东高管参访了一家开了 20 年的浙江袜子工厂。年过半百的工厂老板一时紧张，会 前私下问："这是要干嘛，要收购我们吗？" 京东高管们在工厂转了一圈，给每一道生产环节都拍了视频。一位高管给老厂长提出了两条改进建议：在 袜子生产出来装袋的环节，将两层包装袋合并成一层，同时单量到 2 万单的时候，每天使用自动装袋机， 以提高效率；在不影响阅读的前提下，快递面单上打的字缩小点，可以省掉 1-2 分钱的墨水费用。老厂长 在旁边拿着计算器一顿算，算出来一份袜子至少可以省一毛钱，当即就开始调整生产环节。 3 个月后，也就是 2024 年春节期间，京喜自营与这家工厂合作的一款袜子，售价 5.98 元 8 双，成为了京 喜自营官方店铺的第一个大爆品。 这也是很多工厂当下的转型困境，接不住直播电商不稳定的流量，也缺乏货架电商的运营经验。一次偶然 的机会，他了解到了京喜自营，最开始的模式简单：不用开店，平台给工厂发订单，工厂一件代发。 单量逐渐做大后，王辉看到了这一模式的问题：工厂自发货，物流成本占比大。以 500 克的小件货为例， 物流占到 ...