为何突然大动作？京东9588亿营收！刘强东加24薪后，深夜再官宣

商业洞察02-01

回顾2025年，京东的每一步都出乎意料。年初AI行业大热，刘强东却扎进了外卖赛道，上演一场瞠目结舌的“闪电战”；年末，房地产行业跌入谷底，他却豪掷37.73亿港元抄底香港楼盘……逆流而行后，京东公布了2025年第三季度财务报告，似乎向大众给了一份答案：营收为2991亿元人民币，同比增长14.9%。根据业内计算，前三个季度公司总收入为9588亿。近期，刘强东宣布，年度绩效考核后，19薪的部门年薪约为...

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JD.com's revenue of 958.8 billion! After Liu Qiangdong increased his salary by 24, it was officially announced late at night","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"86618":0.6,"89618":0.6,"09618":1.95,"JD":1.95},"content_text":"回顾2025年，京东的每一步都出乎意料。年初AI行业大热，刘强东却扎进了外卖赛道，上演一场瞠目结舌的“闪电战”；年末，房地产行业跌入谷底，他却豪掷37.73亿港元抄底香港楼盘……逆流而行后，京东公布了2025年第三季度财务报告，似乎向大众给了一份答案：营收为2991亿元人民币，同比增长14.9%。根据业内计算，前三个季度公司总收入为9588亿。近期，刘强东宣布，年度绩效考核后，19薪的部门年薪约为19薪至22薪，20薪的部门年薪约为20薪至24薪。2023年，京东就已悄悄把全员薪资拉到16薪的水平。进入2024年，调薪节奏明显加快，全年四轮动作。年初1月，一线业务岗薪资直接翻倍；2月，客服团队涨薪30%；到了7月，采购和销售岗位的薪酬标准被推高至20薪。10月，公司再出大招：宣布全员加薪，并明确放出信号——两年内，让所有员工都站上20薪的台阶。截至2026年1月，根据京东官方最新披露及权威媒体报道，京东体系总员工数迅速增长至约90万，而2024年全年员工总支出就达到了1161亿元人民币。当不少平台还在靠“砍一刀”拉人头时，京东早已把重心放在了服务和品质上。不玩套路，只拼实打实的体验，反而攒下了一大批愿意长期买单的高价值用户。《中产阶级电商消费习惯报告》透露了一个有意思的现象：年收入超50万元的家庭里，近八成的网购都落在了京东。高净值人群不只是买得多，更买得准。房地产市场下跌、黄金失衡，健康赛道成了中产们新的“消费高地”，而京东早已建立了自己的“护城河”。数据显示，京东健康2025年总收入达到716亿。以近期的一款赠礼品“消尿酸”为例，其单品年度爆发千万成交，在两广地区稳稳扎根，妥妥的现金牛。对习惯在低价平台“薅羊毛”的人来说，三位数的支出可能得掂量一下。但在京东不少高净值用户眼里，这不过是一顿便饭的钱——他们更看重的是产品的质量和长期健康效益。据详情页介绍，消尿酸以草本降酸为主，贴合人群特征，凭借“不忌口降酸值”受到不少痛风人群青睐。这主要来源于其核心机制，针对代谢根源促排放，稳定水平。事实上，对于频繁应酬、饮食习惯难以调整的中产用户而言，这种通过内在调理恢复代谢平衡的方式，正成为一种新兴的选择。靠着一连串创新产品的落地和用户信任的积累，京东已经在健康消费领域拉开了身位。2025年净利润冲上71.4亿元，而就在2023年，这个数字还只有24.4亿。短短两年，利润几乎翻了两番。阿里、拼多多也在布局大健康赛道，但京东显然跑得更快。阿里健康最新财报显示，2025财年赚了19.5亿元，看着不少，可比起整体投入，回报仍显温和。拼多多更猛，创始人亲自押注，砸出近千亿元想撬动市场，可惜至今水花不大。健康赛道跑出成绩后，京东没停下脚步，反而踩下了油门。最新消息显示，未来三年，它打算砸下10亿元，在全国铺开一万家自营药店。在讲究“药不能等、品质不能将就”的健康消费领域，京东手握两张王牌：一套严苛的品控体系，加上自家物流这张快网。别人还在拼渠道，它已经把“又快又稳”做成了标配。当不少企业扎堆涌入AI和机器人赛道时，京东却选择了另一条路——聚焦主业，稳扎稳打。它没跟着风口盲目扩张，而是把力气用在了最熟悉、也最能产生实效的地方。作为靠电子产品起家的平台，京东始终没离开实体业务这条主干道。自建物流体系之后，又进一步组建了自己的配送队伍。2026年初，刘强东就迅速出手。京东以高出市价三成的价格拿下所有德邦剩余股权，正式将其完全纳入麾下。这场收购，让刘强东的物流版图终于补上了关键一环。京东的三大物流版图已逐渐清楚：达达负责即时配送，德邦并入后强化了大件与零担能力，再加上主打高端时效的跨越速运。“京邦达跨”这个新组合，不只是名字响亮。当三大体系真正打通，协同效应一旦释放，很可能重塑整个物流市场的打法。我们很难不期待，京东将借此实现怎么样的一番天地。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2608700292","isCrawlerRequest":true}