暴雪并没有影响达沃斯论坛的热度：出席嘉宾达3000名，其中包括70位国家元首或政府首脑，1900多位企业领袖。 京东集团创始人刘强东是其中一位；这也是他首次出席达沃斯世界经济论坛。那时的刘强东正值春风得意：京东仍行驶在快速增长的轨道上，并在2017年 首次实现了美国会计准则下的全年盈利。 在2018年达沃斯论坛上，年富力强的刘强东野心勃勃，大谈全球化。他称，京东不会只在中国发展，全世界主要的城市都在考虑范围之内。 京东正式出海始于2016年，首站选在了印尼；2018年又先后进入泰国和越南，完成第二、三站的布局。 在欧洲，京东的第一站是法国——2018年在法国巴黎设立了欧洲采购中心。按照刘强东2018年初向英国《金融时报》披露的计划，京东将在两年间投资10 亿欧元在法国建立物流系统；2019年上半年将在英国剑桥建立首个欧洲研究中心，着重于人工智能和大数据方面的研究。 京东早年在东南亚和欧洲的出海布局与中国2013年提出的"一带一路"（包括"丝绸之路经济带"和"21世纪海上丝绸之路"）倡议和线路图高度契合。印尼、 泰国、越南等都是"21世纪海上丝绸之路"的重要节点国家；法、英皆为欧洲重要的经济大国，也是"一带一路 ...

文 | 象先志 7月31日，京东在港交所发布公告称，决定通过全资间接附属公司，收购德国最大的消费类电子产品集 团CECONOMY，估值约22亿欧元，折合人民币超180亿元。 CECONOMY经营消费电子业务，在欧洲拥有超过1000家线下门店，也建立了线上销售平台。 本次收购后CECONOMY将保持独立运营，而京东拥有的技术和经验会帮助推动其向欧洲领先的全渠道 消费电子产品平台加速转型。 事实上，这不是京东第一次尝试收购CECONOMY。早在2023年双方就有过接触，但当时未能达成谈 判。 2024年，京东也曾参与竞购英国电子产品零售商Currys，但后来"经过慎重考虑"决定放弃。 早在2014年的年会上，刘强东就提到国际化是他心里面最后一个梦。如果这个梦实现了，他就该回家抱 孙子了。 这个梦到今天当然仍然没有实现。 不过虽然没抱上孙子，但刘强东过去几年又抱上了儿子，算是失之东隅，收之桑榆吧。 在今年六月份的分享中，刘强东解释京东做外卖酒旅的逻辑，也再次提到了自己的这个愿景：我希望尽 早把国内业务交出去，全职去做国际。 但京东的国际化业务从上线开始，就一直在业务震荡中曲折踏步，管理层也一直走马灯式调整。 201 ...

Core Viewpoint - JD.com is intensifying its international expansion strategy, particularly through the acquisition of Ceconomy, aiming to enhance its presence in the European market and leverage local resources for growth [1][2][3]. Group 1: Acquisition Details - JD.com plans to acquire Ceconomy for approximately €2.2 billion, offering €4.60 per share, with the transaction expected to complete by mid-2026 [3][4]. - Ceconomy, a leading consumer electronics retail group in Europe, operates over 1,000 stores across 12 countries and has a significant online presence [3][5]. - The acquisition is supported by Ceconomy's largest shareholder, Convergenta, indicating confidence in JD.com's ability to drive Ceconomy's next growth phase [5]. Group 2: Strategic Importance - JD.com aims to utilize Ceconomy's extensive offline network to establish closer customer relationships and enhance its supply chain efficiency in Europe [6][7]. - The acquisition aligns with JD.com's strategy to introduce 1,000 Chinese brands internationally and bring 1,000 overseas brands to China, targeting a cumulative sales growth of ¥10 billion [1][2]. Group 3: Market Challenges - JD.com faces significant challenges in the European market, including high labor costs, strict labor regulations, and the need for local partnerships to succeed [7][8]. - The company must effectively manage local teams and integrate its supply chain with European market demands while ensuring compliance with local regulations [8][9]. - The success of the acquisition will depend on JD.com's ability to transform Ceconomy into a flagship for its international business [9].

图片来源：视觉中国 年中分享会上，刘强东将国际业务列为公司未来最重要的行动之一。但与Temu这类已在海外取得相当 声量的平台相比，他强调，京东国际业务不走跨境电商的模式，而是要到海外做本地电商，在当地组建 团队，进行采购发货，只卖有品牌的商品。而且他计划签订1000个中国品牌，把它们带到海外。 刘强东显然在"下一盘大棋"，而近期，京东正在按照刘强东的思路加速布局。7月底，集团的两桩收购 计划先后被曝出。消息称，京东斥资40亿港元收购香港佳宝食品超级市场70%的股权，这笔交易4个月 前已完成签约。 佳宝成立于1991年，在香港拥有约90间分店，以及20至30间铺位物业。报道显示，京东购入佳宝的零售 网络及物业，将分批支付款项。此次收购协议包含过渡期条款，京东不会立即接管业务，而是先由佳宝 创始人林晓毅等代为管理三年，过渡期结束再确认下一步动作。 但据接近京东人士表示，实际交易金额远没有这么大，京东此举目的在于，通过其供应链优势，进一步 丰富香港零售消费市场的优质供给，具体官方信息或于8月公布。 同一周，德国电子产品零售商Ceconomy AG发布公告，确认与京东深入洽谈潜在收购事宜。 7月31日，京东集团在港交 ...

Core Viewpoint - JD.com is advancing its goal of establishing a presence in Europe by making a voluntary public acquisition offer for CECONOMY AG, valuing the deal at approximately €2.2 billion (around $2.5 billion) [3][5] Group 1: Acquisition Details - JD.com plans to acquire all issued and outstanding shares of CECONOMY AG at a cash price of €4.60 per share, representing a 23% premium over its trading price on July 23 [3][5] - CECONOMY is the largest consumer electronics retailer in Europe, operating over 1,030 stores and reaching more than 2.2 billion consumers annually [5] - The acquisition is expected to facilitate JD.com's transition from a cross-border model to local operations in Europe, maintaining CECONOMY's independent operational status [4][5] Group 2: Strategic Implications - The acquisition reflects a significant shift in JD.com's international strategy, moving away from cross-border e-commerce to establishing local teams and operations [7][8] - JD.com has previously faced challenges in international expansion, particularly in Southeast Asia, leading to a strategic retreat from certain markets [8][9] - The partnership with CECONOMY is seen as a critical step for JD.com to enhance its supply chain capabilities and competitive positioning in the European market [9] Group 3: Market Position and Future Prospects - JD.com has already initiated its European market presence through its brands Ochama and Joybuy, with significant order growth reported [6] - The collaboration with CECONOMY is expected to strengthen JD.com's online and offline synergy in Europe, addressing limitations in local supply chains and product offerings [9] - The successful integration of CECONOMY into JD.com's operations will be crucial, with potential challenges in management and cultural alignment highlighted [9]

Group 1 - Liu Qiangdong is making a significant move by offering 18.5 billion RMB to acquire the German consumer electronics retailer Ceconomy, which has caused a stir in the business community [1][3] - Ceconomy operates well-known brands like MediaMarkt and Saturn, with over 1,000 stores across Germany, France, and Spain, attracting more than 2.2 billion customers annually and boasting over 43 million loyal customers [3] - The acquisition offer values Ceconomy at approximately 2.2 billion euros, representing a 22.7% premium over its previous closing price, indicating a strong commitment to entering the European market [3] Group 2 - JD.com has been expanding its presence in Europe since 2022, with initiatives like the launch of "super warehouse store" Ochama in the Netherlands and the trial operation of its online brand Joybuy in London set for April 2025 [3] - The complex ownership structure of Ceconomy poses challenges for the acquisition, with major shareholders hesitant to sell their stakes, which could complicate the process [3] - The competitive landscape in the domestic e-commerce market is pushing major players like JD.com, Alibaba, and Pinduoduo to seek opportunities overseas, with JD.com's substantial investment aimed at securing a foothold in this "overseas racing competition" [3][4]

Group 1 - The core viewpoint of the article highlights the significance of the China-Europe economic relationship, emphasizing the growth of trade from $2.4 billion to $780 billion over the past 50 years, representing an increase of over 300 times [3] - JD Group, under the leadership of Liu Qiangdong, is leveraging its supply chain advantages to enhance bilateral trade and is actively expanding its international presence, particularly in Europe with its online retail brand Joybuy [3][4] - The importance of infrastructure development in facilitating deep economic cooperation between China and Europe is underscored, with JD Logistics establishing over 20 overseas warehouses in Europe, totaling over 300,000 square meters [3] Group 2 - The role of private enterprises in China's economic landscape is emphasized, with government support for their development being a key focus this year, as seen in various high-level meetings [4] - The private economy is crucial for job stability and social welfare, with 79.4% of pension insurance contributions coming from private enterprises, showcasing their role as a major employer [5] - JD has committed to employee welfare, with a workforce expected to reach 900,000 by the end of Q2 2025, and has paid over 100 billion yuan in social insurance contributions since 2007 [5]

Group 1 - JD.com plans to implement a "100 billion, 1,000 products new growth plan" to facilitate the dual circulation strategy by exporting 1,000 Chinese brands and importing 1,000 overseas brands [1][3] - The company aims to achieve a cumulative sales growth of 10 billion yuan through the introduction of 1,000 new overseas brands over the next three years [3][6] - JD.com is focusing on international business as a key area for future growth, with its European retail brand Joybuy already operating in the UK [6][8] Group 2 - The "100 billion, 1,000 products" plan will be supported by three major projects: "Centennial Brands," "National Pavilions," and "Global Goodies Call" [6] - JD.com has established over 100 bonded warehouses and overseas warehouses, covering 19 countries and regions, enhancing its global logistics capabilities [8] - The company is responding to the call for deeper industrial cooperation as part of the 50th anniversary of China-Europe diplomatic relations, positioning itself as a "super connector" between China and the global economy [8]

Core Viewpoint - JD.com has officially launched the "100 Billion New Growth Plan," aiming to introduce 1,000 overseas new brands through a cross-border model over the next three years, targeting a cumulative sales growth of 10 billion yuan [1] Group 1 - JD.com will assist the introduced brands in achieving a total sales growth of 10 billion yuan within three years [1] - The European all-category online retail brand Joybuy, owned by JD.com, has begun trial operations in the UK [1]

Group 1 - The core viewpoint of the articles emphasizes the importance of entrepreneurs in enhancing China-Europe economic and trade cooperation, with a focus on mutual confidence and collaboration [1] - The meeting held on July 24 in Beijing included nearly 60 representatives from China and Europe, highlighting the government's support for the development of private enterprises and the facilitation of bilateral business interactions [1] - JD Group's founder, Liu Qiangdong, represented Chinese private entrepreneurs at the meeting, indicating the active role of private enterprises in international trade [1] Group 2 - European brands are gaining popularity in the Chinese market, with sales on JD's platform expected to exceed 870 billion for over 7.4 million items in 2024, and over 460 billion for 3.9 million items in the first half of 2025 [2] - Major European brands such as Danone, Nestlé, Adidas, and Fila have seen double-digit growth on JD's platform, reflecting the successful integration of European products in the Chinese market [2] - JD Logistics has established over 20 overseas warehouses in Europe, covering more than 300,000 square meters, and has implemented automation to significantly enhance supply chain efficiency, with some operations achieving over three times the picking efficiency [2]