然而，在社交平台上，不少在欧洲生活的网友发帖表示，自己在大雪天的欧洲大陆看到了熟悉的"京东 红"，并感叹物流速度之快，"半夜下单，早上九点提前送达"，还有网友表示"打算发到 ins上震撼一下 外国人"。据了解，这些网友通过京东旗下欧洲零售电商 Joybuy 下单，京东快递小哥身着红色工服送货 上门。 多位在荷兰的华人网友表示，寒潮来临当天，荷兰全国交通停摆的情况下，自己通过 Joybuy 下单的商 品甚至在第二天一早提前送达。 近日，一股强极地寒潮席卷欧洲多地，多国出现持续降雪、冻雨等极端天气，交通出行和物流运输受到 不同程度影响。 图：荷兰网友分享 坐标德国、法国等地的网友也纷纷分享类似的购物体验。一位在德国生活的网友发帖分享称，尽管当地 出现降雪天气，自己前一天晚上9点在Joybuy上下单的电视依然在第二天一早就送货上门，"在德国太久 没有享受到次日达的服务了，Joybuy 做到了"，并表示快递小哥"服务很不错"，还帮忙搬上楼。 图：德国网友分享Joybuy次日达购物体验 图：法国网友分享Joybuy次日达购物体验 图：欧洲各地网友评论区分享Joybuy收货体验 还有网友发现，因为自己经常接收Joybuy ...

近日，一股强极地寒潮席卷欧洲多地，多国出现持续降雪、冻雨等极端天气，交通出行和物流运输受到 不同程度影响。 然而，在社交平台上，不少在欧洲生活的网友发帖表示，自己在大雪天的欧洲大陆看到了熟悉的"京东 红"，并感叹物流速度之快，"半夜下单，早上九点提前送达"，还有网友表示"打算发到 ins上震撼一下 外国人"。据了解，这些网友通过京东旗下欧洲零售电商 Joybuy 下单，京东快递小哥身着红色工服送货 上门。 多位在荷兰的华人网友表示，寒潮来临当天，荷兰全国交通停摆的情况下，自己通过 Joybuy 下单的商 品甚至在第二天一早提前送达。 图：德国网友分享Joybuy次日达购物体验 图：法国网友分享Joybuy次日达购物体验 | 真的做到了 NB | | --- | | 昨天 14:50 英国 回复 | | 整个欧洲的电商都颤抖吧 | | 昨天 14:51 英国 回复 | | 哈哈这个天还点了外卖虽然慢了好多 | | 昨天 19:42 荷兰 回复 | | 我们昨天也是 周一晚上十点下单 第二天早上七点半 | | 送到 | | 昨天 09:34 荷兰 回复 | | 我借一下你的第二张包裹图,我的拆完就扔 | | 了, ...

Lowering Estimates To Reflect Challenging Comp; Maintain Buy CITI'S TAKE In light of steepening decline of home appliances sales evidenced by NBS Nov sales and our expectation that Dec sales could further weaken vs Nov, we lower our estimates for JD.com to reflect softer-than-expected 4Q25 JD Retail sales and possible continued challenging base into 1H26 despite latest trade-in program extension for 2026. We now assume 4Q25 electronics product sales to decline 12.6% yoy to Rmb152bn partially offset by 10% g ...

北京商报讯（记者 何倩）1月4日，北京商报记者从京东获悉，今年海外春节期间，京东物流服务不间 断，超130个海外仓、保税仓、直邮仓将持续运营。京东欧洲线上零售业务Joybuy最快当天即可送达欧 洲消费者手中。目前，京东物流海外仓已经覆盖全球23个国家和地区。 ...

12月25日，京东物流首个海外"智狼仓"在英国正式投用。依托京东供应链，京东欧洲线上零售业务 Joybuy最快当天即可送达英国消费者手中。然而就在前几天，位于法国巴黎地区的京东仓储刚刚遭遇盗 抢。目前仓库已恢复正常运营，这场失窃案，也让京东基于供应链的出海新解法成为热议对象。 12月迎来"圣诞季"，也是"黑五"（指每年11月第四个星期五，在一些国家通常标志着圣诞购物打折季的 开始）之后海外市场的又一轮消费季。国内零售巨头的出海布局，面临年末大考。 今年"618"前的小范围交流会上，京东创始人刘强东曾在分享京东海外业务时谈到，"我们在欧洲干了三 年，现在物流基础基本建成了，但还不够，还得再干到今年年底。"他口中"干几年"的事，是指本地建 厂、建团队以及本地采购等前期本地化基础设施的搭建。 这是京东在海外业务战略布局上整体思路的重要转变，也与国内其他电商平台的出海形成差异化。去海 外市场进行"本土化"建设，除了投入巨大外，不确定性因素也多。一场盗窃案，让安全问题更加成为中 国企业出海审慎考量的因素。 京东首个海外"智狼仓"在英国投用 北京时间12月22日，位于法国巴黎地区的京东仓储遭遇盗抢，当地警方已介入调查处理 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：京东黑板报 12月是"圣诞季"，节日氛围浓厚。为更好服务海外消费者，京东物流首个海外智狼仓在英国正式投用， 一件件承载着圣诞祝福的特色礼品已陆续从该仓库发出，依托京东高效的超级供应链，京东欧洲线上零 售业务Joybuy最快当天即可送达英国消费者手中。 作为京东物流在英国布局的自动化标杆仓库，这一智狼仓占地面积超3000平方米，内部部署近200台京 东物流智狼机器人。得益于这些智能设备的高效运转，该仓库拣货及出库效率实现约4倍的大幅提升。 此外，仓库通过对货架进行增高、加密改造，大幅拓展了存储空间，单位面积的货物存储量也显著提 升。 "智狼设备的投用为仓库运营带来了全方位的升级"，Sean是京东物流英国智狼仓的一名设备维护员工， 在他看来，相对于传统仓库，智狼设备通过飞梯机器人在空中运行，精准将货物从货架中拣选出来，再 由智狼搬运机器人自动转运至操作员工手中，真正实现了"货找人"。 与此同时，智狼机器人的应用对物流员工专业能力和操作精细度提出了更高要求，经过培训，一名操作 员可同时负责30个格口货箱的处理工作，相比传统一个个格口找货 ...

今年京东重新整理了在欧洲市场的业务，并加大投入力度。3月10日，京东宣布与欧洲足球协会联盟 签署合作协议，成为欧冠联赛官方电商创新合作伙伴，并表示"希望通过此次合作，能让更多欧洲的 朋友深入认识和了解京东"。4月9日，京东宣布其欧洲线上零售业务启动母婴和玩具品类国际品牌和 出海品牌招商。同时，京东已在伦敦地区测试运营欧洲线上零售品牌Joybuy。 2025.12. 23 本文字数：1177，阅读时长大约2分钟 作者 | 第一财经 陆涵之 据当地媒体12月22日报道，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备（包 括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折合人民币3.06亿元。 这起盗窃案在12月22日上午被发现。一位仓库负责人发现有人破门而入，偷盗走30多个仓库货架的 商品。根据法国警方的剿匪大队（BRB）的初步调查结果，窃贼在12月21日晚间至12月22日凌晨 之间作案，并故意破坏了仓库的监控摄像头，警报系统无法正常运转。 对于这一事件，截至发稿，京东尚未回应。 从布局看，近两年来京东积极出海，重点聚焦欧洲市场。2022年，京东在欧洲市场推出全渠道零售 品牌Ochama，包括 ...

从布局看，近两年来京东积极出海，重点聚焦欧洲市场。 据当地媒体12月22日报道，京东位于法国塞纳-圣但尼省的仓库遭窃，超过5万台3C数码设备（包括手机、电脑和平板电脑）被盗，价值约为3700万欧元，折 合人民币3.06亿元。 这起盗窃案在12月22日上午被发现。一位仓库负责人发现有人破门而入，偷盗走30多个仓库货架的商品。根据法国警方的剿匪大队（BRB）的初步调查结 果，窃贼在12月21日晚间至12月22日凌晨之间作案，并故意破坏了仓库的监控摄像头，警报系统无法正常运转。 对于这一事件，截至发稿，京东尚未回应。 从布局看，近两年来京东积极出海，重点聚焦欧洲市场。2022年，京东在欧洲市场推出全渠道零售品牌Ochama，包括线上平台和线下实体店，后线下渠道 收缩，主要提供线上服务。Ochama在荷兰、波兰、法国等地组建自营仓库，面向欧洲 24 个国家销售全品类商品，提供全品类商品上门配送和自提服务。 今年京东重新整理了在欧洲市场的业务，并加大投入力度。3月10日，京东宣布与欧洲足球协会联盟签署合作协议，成为欧冠联赛官方电商创新合作伙伴， 并表示"希望通过此次合作，能让更多欧洲的朋友深入认识和了解京东"。4月9日 ...

Core Viewpoint - The acquisition of Ceconomy by JD.com represents a significant move for Chinese companies expanding into Europe, highlighting the complexities of cultural barriers and trust-building in new markets [1] Group 1: Acquisition Details - JD.com announced its intention to acquire Ceconomy, Germany's largest electronics retailer, for approximately €2.2 billion (about 18.5 billion RMB), marking one of the largest acquisitions by a Chinese company in Europe [1] - The German Federal Cartel Office approved JD.com's acquisition of a controlling stake in Ceconomy, paving the way for the transaction [1] - JD.com plans to complete the acquisition in two phases, with the first phase ending on November 10, where shareholders can sell their shares at a price 43% higher than the market valuation [11][13] Group 2: Cultural and Economic Concerns - French officials, including the Minister of Economy and Finance, expressed concerns about the cultural implications of the acquisition, emphasizing the need for JD.com to respect the cultural significance of Fnac, a major shareholder in Ceconomy [2][4] - The acquisition raises fears among the French public regarding the potential threat to France's "cultural sovereignty," as Fnac is a trusted local brand deeply embedded in French culture [7] - JD.com has committed to not interfering with the governance of Ceconomy and to maintaining existing management structures, aiming to alleviate public concerns [2][13] Group 3: Market Context and Strategy - Ceconomy operates nearly 1,000 retail stores across Europe, including well-known brands MediaMarkt and Saturn, making it a significant player in the European retail market [10] - JD.com's strategy focuses on becoming a local e-commerce player in Europe rather than pursuing cross-border e-commerce, which is seen as unsustainable in the long term [4][15] - The acquisition is viewed as a strategic move for JD.com to integrate into the European retail ecosystem and leverage local consumer insights [17] Group 4: Future Prospects - JD.com is also launching its online platform Joybuy in France, offering a wide range of products and promising same-day delivery, which is a significant commitment in the European market [16] - The company has been expanding its logistics capabilities in France, including securing large warehouse spaces to support its operations [16] - Experts believe that the acquisition could benefit both JD.com and European e-commerce by combining advanced technology and local market knowledge [17]

Core Viewpoint - The acquisition of Ceconomy by JD.com represents a significant move by a Chinese company into the European market, highlighting the complexities of cultural barriers and trust-building in international business [1][19]. Group 1: Acquisition Details - JD.com announced its intention to acquire Germany's largest electronics retailer, Ceconomy, for approximately €2.2 billion (about 18.5 billion RMB), marking one of the largest acquisitions by a Chinese company in Europe in recent years [3][21]. - The acquisition has received approval from the German Federal Cartel Office, paving the way for the transaction [3][21]. - JD.com aims to acquire a 45.5% stake in Ceconomy in the first phase of the stock buyback plan, with a second phase to complete the remaining 29% by November 27 [11][29]. Group 2: Cultural and Economic Concerns - The acquisition has raised concerns in France due to Ceconomy's status as the second-largest shareholder of Fnac Darty, a company deeply rooted in French culture [3][21]. - French authorities have imposed conditions on JD.com to ensure that it will not influence the governance or management of Fnac Darty, addressing public concerns about cultural sovereignty [4][22]. - The French Minister of Economy emphasized the cultural significance of Fnac and the need for JD.com to respect its heritage [6][24]. Group 3: Market Position and Strategy - Fnac Darty, with projected sales of approximately €8.25 billion in 2024, is a major player in the European retail market, selling a wide range of products through both online and offline channels [7][25]. - JD.com has been expanding its presence in Europe, including launching the online platform Joybuy in France, which offers a diverse range of products with a promise of same-day delivery [16][34]. - The acquisition is seen as beneficial for both JD.com and European retailers, as it allows JD.com to leverage advanced technology and efficiency while gaining insights into consumer behavior in Europe [35].