11月11日清晨7点，香港屯门仁政街佳宝超市刚开门，入口处便排起蜿蜒百米的长队，背着购物袋的市 民摩肩接踵；旺角门店收银台前不多时排队结账的队伍从柜台延伸至货架旁 —— 这是京东收购佳宝 后，这家运营34年的本土超市首次加入11.11全球购物节的热闹场景。全港90多家门店全场8折的重磅福 利，不仅点燃市民消费热情，更交出亮眼成绩单：大促两天整体销量环比上周同期增长超160%，京东 产地直供的大闸蟹2天售出3.2万只，2 周以来累计售出7万多只，相当于2024年全港大闸蟹进口总量的 50%左右，京东 "最快 12小时从蟹田到货架"的超级供应链模式，成功改写香港消费者的"食蟹地图"。 民生刚需品类同样交出亮眼答卷，大米、食用油增长尤为强劲，销量达平日10倍，货架多次告急。在大 米货架前，几位家庭主妇弯腰争抢最后几袋 10公斤装东北大米，货架上 "已售罄"的提示格外醒目；花 生油等油品货架也频繁断货，工作人员推着补货小车穿梭在人群中，活动期间这类商品日均补货3轮， 部分热门规格需从周边门店临时调配。"平时107港币一袋的大米，现在打八折只要85.5港币，我要囤两 袋给家里和婆婆家！" 推着满车商品的香港市民周女士开 ...

Core Insights - The article highlights the transformation of the "crab-eating experience" in Hong Kong due to JD's supply chain innovations, allowing for fresh Jiangsu hairy crabs to be delivered directly to consumers [1][3][5] Group 1: Supply Chain Innovations - JD's Jia Bao supermarket has introduced a direct supply model, enabling crabs to reach shelves within 12 hours from the farm, marking a significant upgrade in product offerings [3][5] - The first batch of 5,000 pounds of hairy crabs was airlifted directly to Hong Kong, achieving the largest cargo volume since the resumption of crab supplies from mainland China [5][9] Group 2: Market Response and Pricing - The price of hairy crabs at Jia Bao supermarket is approximately 20% lower than traditional channels, with promotional prices for various sizes [7][11] - Between November 3 and 6, Jia Bao sold 10,000 hairy crabs, indicating strong market demand, with expectations to exceed the total import volume for 2024 [7][11] Group 3: Quality Assurance - JD has established a comprehensive quality control system from breeding to retail, including multiple sampling tests and customs supervision to ensure food safety [9][11] - Each crab is equipped with a traceable tag, allowing consumers to verify the source, enhancing consumer confidence in the product [9][11] Group 4: Future Collaborations - Following JD's acquisition of Jia Bao, over a hundred products from JD's supply chain have been introduced, covering various categories and gaining popularity among consumers [11] - Jia Bao plans to continue leveraging JD's supply chain to provide high-quality and cost-effective products to Hong Kong consumers [11]

Core Insights - This year, Hong Kong citizens are experiencing a "freshness revolution" with JD Jiaobao Supermarket introducing live Jiangsu hairy crabs at affordable prices, marking a significant upgrade in product offerings after 34 years of operation [1][7] - The introduction of a direct supply model allows for crabs to be delivered from the farm to the shelf in as little as 12 hours, enhancing the overall crab consumption experience for residents [1][7] Supply Chain and Logistics - JD has successfully established a direct supply channel for hairy crabs from Jiangsu to Hong Kong, utilizing a "full cold chain + air transport" strategy, achieving a record shipment of 5,000 pounds of crabs [7][9] - The supply chain model is a practical application of JD's strategy to center all business operations around supply chain efficiency, showcasing the collaboration between JD and Jiaobao since JD's acquisition of the supermarket [13] Market Response and Sales Performance - The price of hairy crabs at Jiaobao is approximately 20% lower than traditional channels in Hong Kong, with promotional prices attracting significant consumer interest, leading to the sale of 10,000 crabs within a few days [9][11] - The supermarket anticipates that the total volume of hairy crabs sold this season will exceed the total import volume for Hong Kong in 2024, indicating strong market demand [9][11] Quality Control and Consumer Assurance - JD has implemented a comprehensive quality control system from the breeding source to the retail store, ensuring rigorous testing and supervision at each stage of the supply chain [11] - Each crab is equipped with a traceable tag, allowing consumers to verify the source of the crabs, thereby enhancing consumer confidence in food safety [11] Promotional Activities - JD Jiaobao will participate in the JD 11.11 Global Shopping Festival, offering a store-wide 20% discount from November 11 to 12, further promoting high-quality and cost-effective shopping options for Hong Kong residents [3][13]

Core Insights - JD.com has completed the acquisition of Hong Kong's Jia Bao Supermarket, marking a significant step in its strategy to deepen its presence in the Hong Kong market [1] - The acquisition is part of JD's broader strategy to compete with local discount supermarket giants ParknShop and Wellcome [1][8] - The initial promotional campaign offering 20% off at Jia Bao Supermarket has attracted a large number of consumers, indicating strong market interest [2][7] Company Strategy - JD.com invested approximately HKD 4 billion in the acquisition of Jia Bao, which operates over 90 stores in Hong Kong [1] - The company aims to leverage its supply chain advantages to penetrate the Hong Kong retail market and enhance product offerings through competitive pricing [7][10] - JD's previous investment of HKD 1.5 billion in Hong Kong for price and logistics subsidies demonstrates its commitment to the region [7] Market Dynamics - Jia Bao Supermarket is known for its low prices and direct sourcing model, which JD plans to utilize to enhance its competitive edge [6][8] - The Hong Kong supermarket sector is dominated by ParknShop and Wellcome, which together hold approximately 70% market share [8] - The entry of JD.com into the market is expected to intensify competition among discount supermarkets, potentially impacting the market share of existing players [10] Consumer Response - The promotional activities at Jia Bao have led to significant consumer turnout, with reports of long queues and high demand for discounted products [2][4] - Consumers have expressed a desire for more affordable prices and better quality products, indicating a positive reception to JD's entry into the market [2][4] Future Outlook - JD.com plans to introduce nearly 100 private label products and fresh items by the end of the year, expanding its product range in Hong Kong [4][7] - The competitive landscape may shift as JD leverages consumer data to explore higher-margin business opportunities in health and finance [10]

Core Viewpoint - The acquisition of Jia Bao Supermarket by JD is not merely a purchase but a strategic partnership aimed at leveraging JD's supply chain advantages to enhance the shopping experience for Hong Kong consumers [1][2]. Group 1: Acquisition and Partnership - JD has officially announced the completion of its acquisition of Jia Bao Supermarket, aiming to integrate its supply chain capabilities into Jia Bao's extensive offline presence in Hong Kong [1]. - A three-day promotional event offering a 20% discount on all products was launched to celebrate the partnership, showcasing JD's products in Jia Bao stores [1]. Group 2: Product Offerings and Sales Performance - JD has introduced several self-branded products, such as beer and fruit juices, which have quickly gained popularity among Hong Kong consumers, with sales of JD's beer nearly doubling [1]. - The promotion includes popular items like durians and Japanese peaches, leading to long queues at Jia Bao stores [1]. Group 3: Supply Chain and Quality Control - JD aims to utilize its extensive supply chain and logistics capabilities to ensure that high-quality products reach Hong Kong consumers more efficiently [2]. - A rigorous quality management and traceability system is in place for product procurement and development, ensuring compliance with Hong Kong food safety standards [2]. Group 4: Future Plans and Local Management - JD plans to introduce nearly 100 self-branded and fresh products to Jia Bao by the end of the year, covering various categories such as fruits, vegetables, and seafood [3]. - The founder of Jia Bao expressed confidence in maintaining local management while benefiting from JD's technological and resource support, ensuring continued service to the community [3].