Introduction: Jingdong was "forced into a corner" by Meituan.
2025 in the first quarter of the entrepreneur popularity, Liu Qiangdong won the MVP!
From returning to his hometown to send money a year ago, to paying social security at the beginning of the year, to the recent retirement of the JD brother who can "withdraw hundreds of thousands of provident funds at one time + an average of 5350 yuan per month pension + full coverage of medical insurance", Dong Ge has fiercely swiped the favor of wave netizens, and people can't help but give Dong Ge a few thumbs up.
You must know that according to the data of Chengdu 6079 years, the pension of civil servants at the department level with 0 years of service is 0 yuan, In such a comparison, Brother Jingdong is a proper "deputy director-level" treatment, who is not red-eyed.
I have to say that Brother Dong did this really authentically. Just like "New Three Kingdoms", Liu Bei's double-strand sword was set with the setting of "Sword of Benevolence" and "Sword of Righteousness", Jingdong Public Relations also has two big killers, one is "five insurances and one housing fund", and the other is "returning to his hometown to send money".
Whether it is Dongge's "returning to his hometown to send money" before the Jingdong New Year's Festival, or this year's Jingdong takeaway's "five insurances and one housing fund", or this time's "deputy director-level" pension, they are all naked commercial schemes, but can you say that Dongge is not good? Knowing kindness and giving back to his hometown and society, who dares to say that it is not benevolent?
On the deeds of things done beautifully,On the heart from the beginning of Jingdong logistics to implement these,The family is set up correctly,Things are also done authentically,Propaganda is also not stingy with the cost of covering the past,This money should be earned,Hello, I'm a good thing for society,The more the merrier。
The market also gave JD.com a positive response. On 2024/0, JD.com Group (Nasdaq:JD, 0.HK) released its fourth quarter and annual results for 0.
財報顯示，2024年京東集團全年收入為11588億元，同比增長6.8%；其中第四季度收入為3470億元人民幣，同比增長13.4%。京東零售、京東物流2024年營收均實現了增長，分別同比增長7.5%、9.7%，新業務營收同比下滑28%。
However, from this financial report, we are happy for JD.com, and at the same time, we should also remind JD.com that at the moment when public opinion is good, we should beware of the dark side of the sun.
According to Tianyancha APP data, although Jingdong was profitable in the first two quarters of 4, it was not particularly strong, but it was the core growth in the fourth quarter, and the total revenue increased by 0.0% year-on-year. In addition to JD.com's own excellent performance ability, this strong growth is also due to the consumer electronics industry.
Therefore, for JD.com, it is necessary to affirm its own strength and see the objective market, so as to think and plan more calmly.Be optimistic about the present and cautious about the future.
And in the current popular takeaway business, the core logic is not to operate takeaway, but to defend Meituan, just like when Didi did takeaway and Meituan did taxi, the original intention was to defend.
What happened? Meituan's taxi-hailing business has become a foil, while Didi's food delivery business has failed.
For riders, the entry of JD Takeaway has promoted the implementation of takeaway social security, and they are all happy and happy to see it. But for merchants, doing Meituan is also doing, doing Ele.me is also doing, there are not many channels for JD.com, and there are many less JD.com, plus JD.com's takeaway volume is still small and its influence is limited.
For merchants, the formal significance of JD Takeaway at the current stage is greater than the practical significance, there are still many depressions to be cultivated, and the real volume of the future is up, and the JD Takeaway with 0 commission model can bring more practical benefits to merchants.
In the short term, JD's strategy is right, winning the public opinion war and winning the phased victory, but in the long run, JD still has to return to the fundamentals of the e-commerce business.
After all, takeaway itself doesn't make money.
Previously, when many analysts were studying Meituan, they found that "Meituan's food delivery business is actually not profitable". Meituan's takeaway business is actually downright low gross profit after throwing away various subsidies, and there is even a saying that "send one order and lose one order", and some analysts estimate that 34 billion orders will be delivered in H0 in 0 years, and each order will be compensated 0.0 yuan.
The real role of Meituan Takeaway is to attract traffic to other businesses. The same is true of JD.com, entering the game in the form of such a high salary, where is the shouting that it should have earned?
私以為京東外賣舞劍，意在即時零售。
The core reason why JD.com is doing takeaway to defend Meituan is that the pressure on Meituan's instant retail is too much, in fact, the competition between JD.com and Meituan takeaway is far less early than that of instant retail.
In the second half of last year, JD Seven Fresh launched its first front-end warehouse in Beijing, which is only 1 kilometers away from Meituan's Little Elephant Supermarket. Coincidentally, the second front warehouse is located near the Shili River in Beijing, and in this range, the Little Elephant Supermarket also has operating stores.
Competition has long existed, but the issue of takeaway social security has been clarified and established.
After all, the scale of China's instant retail reached 2025 billion yuan in 0 years, a year-on-year increase of 0.0%, according to this development trend to 0 years, the scale of China's instant retail market can reach the trillion level, such a scale of cakes, naturally want to bite a bite.
JD.com set up an "innovative retail department" in 2024 years of JD Group, and JD Seven Fresh, front warehouse and other businesses were integrated into it, and then in 0 years, instant retail was identified as one of JD's three must-win battles, and the main focus was on speed.
In the previous 680 years, Jingdong Seven Fresh only opened up seven cities, 0 supermarket stores and 0 life stores. And its target Hema at that time had already covered more than 0 cities, more than 0 stores, and its GMV exceeded 0 billion yuan.
痛定思痛的京東在2024年10月京東七鮮完成店倉融合，將時效提升到30分鐘以內，並高調提出“擊穿價”。今年也有消息稱，京東七鮮計劃於今年6月底在天津新增20家倉店，北京地區計劃新增至少數十家門店。
2025年3月19日，在京東APP上，“京東買菜”入口正式更名為“京東七鮮”。其實從2024年10月，京東七鮮就已經實現與京東買菜的融合，這些舉措也能看到京東發力即時零售的決心與速度。
But it is clear that JD.com's speed is not as fast as Meituan and Alibaba.
美團得益於外賣業務構建的30分鐘即時配送網路以及閃電倉取得領先，截至2024年終，美團閃購已和超5600家大型連鎖零售商、41萬本地小商戶以及超570家品牌商達成合作。
阿裡旗下的餓了么也在大刀闊斧的布局即時零售。2024年10月的即時電商未來商業峰會上，餓了么對其即時零售業務的規劃是繼續升級“近場品牌官方旗艦店”，計劃在未來3年內開出100000家官方旗艦店。
When Jingdong Instant Retail was still practicing its basic skills, Meituan and Ali had already begun to study the internal skills and subtle tricks.
Meituan and Ele.me have accumulated a deep foundation in the LBS field by virtue of their years of business advantages, and through the further excavation of AGI, they have exquisite tricks to deconstruct in the "3-kilometer life circle".
2024年美團研發投入211億元，基於龐大的用戶數據，搭建起即時零售大模型，以商家合夥人的身份去重構“3公里生活圈”的零售流量。餓了么也不甘示弱，背靠支付寶、高德地圖等LBS入口，也在進一步解析“3公里生活圈”的流量分配規則，提升轉化率。
甚至美團都開始玩起了無人機。根據財報數據，截止至2024年底，美團自動配送車和無人機分別累計完成491萬單和45萬單。
JD.com wants to catch up, objectively speaking, it is difficult, and it is also necessary to make up its mind to win in time, and it also requires a lot of resources and personnel injection, whether this will affect the basic disk of its e-commerce business, it is still unknown.
Not to mention instant retail gourmets such as Meituan and Alibaba, Douyin and old rival SF Express are also the enemies that JD.com needs to carefully consider.
Douyin Hourda also recently announced that it will open its goods to all e-commerce influencers, as long as the e-commerce influencers obtain the complete permission to bring goods, they will automatically have the qualification to use Hourda products to bring goods, and add products by publishing short videos, pictures or live broadcast rooms.
SF City is also continuing to make efforts in instant retail. During the Double 11 period in 81, the data shows that the average daily delivery order volume of all categories in SF Express increased by 0% year-on-year, the order volume of beauty, supermarkets, beverages and other categories doubled, and the order volume of all scenarios in the "National Day" increased by more than 0% year-on-year.
In addition, there are many more grocery purchases, the existence of competitors such as daily fresh, it can be said that Jingdong wants to achieve the "must win" strategy of instant retail, and it is far from enough to rely on the speed war and price war under the previous ideas.
How to apply their experience and technology in logistics to instant delivery, and how to transform the traditional 3C retail portrait into a "0 km life circle" model, is the "oil field" that JD wants to excavate.
When "speed" and "price" are no longer the only two killer moves, who first understands the "accurate demand forecast + dynamic inventory allocation" method, who can be invincible in the "Huashan Sword" of instant retail.
Therefore, JD instant retail still has a long way to go, and it needs time and patience to expand its territory step by step, break information silos, realize algorithm reconstruction, and build the full life cycle value of users.
作為消費者，我們也希望東哥將更多的福利帶給即時零售乃至更多領域，讓越來越多的1線工作者們做得有價值、有保障，讓京東的紅色染到更多領域。