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二叔l
·
01:14
$京东(JD)$
自营默认cps佣金调为0.01了
$京东(JD)$ 自营默认cps佣金调为0.01了
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花儿啊哈
·
12-31 23:49
$京东(JD)$
95买的,刘强东老板,我该怎么搞
$京东(JD)$ 95买的,刘强东老板,我该怎么搞
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零售商业财经
·
12-29 21:48
年末留港消费旺!京东佳宝日销翻倍,粮油成港人首选
临近年末,京东佳宝重磅推出12月25日-27日全港门店三天八折回馈活动,逾千款食材及日用品齐齐让利,成功点燃港人留港消费热情。活动日销环比增长一倍,较去年同期增幅更高达150%,粮油、生鲜、日用品等核心品类销量爆发式增长,京东自有品牌的七鲜卷纸、水饺等受追捧,不仅印证了京东佳宝“又好又便宜”的品牌吸引力,更以实打实的销售成绩彰显其在香港零售市场的核心竞争力。 作为港人假期消费的热门选择,京东佳宝此次年末回馈活动,以诚意满满的折扣力度与丰富优质的商品组合,成为街坊邻里购物首选。活动期间,门店内人头攒动,市民推着购物车有序选购,粮油区、生鲜区、日用品区均排起长队,热闹景象远超平日。不少街坊表示,佳宝商品价格实惠,叠加八折优惠后性价比极高,“部分罐头比百佳、惠康便宜三成以上,趁假期多囤点家庭必备品”。 品类销售数据亮点纷呈,充分展现港人消费偏好。粮油品类持续领跑,成为港人最爱的囤货首选,其中推介的5KG龙珠米销量飙升,达到日常销售的15倍,凭借优质口感与高性价比成为爆款单品。日用品与生鲜速食类同样表现亮眼,京东自有品牌的七鲜水饺凭借新鲜食材与多样口味,搭配高性价比的七鲜卷纸,共同登顶佳宝同品类销售TOP1,成为家庭餐桌与居家生活的“刚需组合”;京鲜舫的全麦拉格啤酒330ml装也备受青睐,跻身同类型销售TOP3,成为假期家庭聚餐与朋友小聚的热门选择。 此次活动的火爆,离不开京东超级供应链的强大支持,佳宝在保障商品新鲜度与品质的同时,最大程度压缩中间环节成本,让利于消费者,实现“价格击穿”的市场优势。正如香港学者评价,佳宝此次大促既以实惠价格满足港人假期消费需求,又通过京东供应链优势巩固市场地位,为香港零售市场注入新活力。 值得一提的是,此次年末回馈活动的亮眼成绩,是京东佳宝深耕香港市场的又一重要突破
年末留港消费旺!京东佳宝日销翻倍,粮油成港人首选
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江瀚视野
·
2025-12-28
“京东AI购”独立App内测,京东的智能体也来了会带来什么改变? 有消息称,京东正在打造购物和生活服务的超级入口“京东AI购”App,产品定位“会思考、能购物、关心你”的生活服务助手,目前处于内测阶段,内置京东自研的言犀大模型,对标的或是美团旗下的AI服务助手工具App“小美”。“京东AI购”App首页打破“你问我答”的传统模式,主动推送购物攻略、优惠消息、穿搭灵感与生活服务,用户在输入框中输入“我想要”即可召唤私人买手智能体,获取消费决策参考与商品匹配。 首先,京东通过“京东AI购”构建新型双边市场结构,强化平台网络效应。传统电商平台依赖“人找货”模式,用户需主动搜索商品,而“京东AI购”则采用“货找人+场景驱动”的主动推荐机制,首页即推送个性化攻略、优惠信息与穿搭灵感,显著降低用户决策成本。这种由AI智能体主导的供需匹配方式,本质上是将平台从“交易中介”升级为“消费决策中枢”,从而增强用户黏性与停留时长。同时,通过整合本地生活服务,京东有望在巩固3C家电优势的同时,向日用快消、即时零售等高频场景渗透,形成更完整的消费闭环。 其次,智能体驱动的“一键下单”功能将重塑消费行为路径,提升转化效率。用户输入“再点一杯昨天喝的鲜橙美式”即可生成订单,这背后是AI对用户历史行为、偏好记忆与上下文理解的深度整合。此类“意图识别—需求预测—自动执行”的链路,大幅压缩了从需求意识到完成购买的摩擦环节。这相当于降低了市场的“交易成本”,使消费行为更加即时化、自动化。长期来看,此类功能若普及,将推动零售业从“库存驱动”进一步向“需求驱动”演进,倒逼供应链实现更高水平的柔性响应与精准预测。 第三,京东入局AI智能体赛道,加剧了平台经济的“入口争夺战”。当前,各大平台均试图以AI助手作为下一代流量入口。京东选择以“购物+生活服务”为切口,既发挥其在供应链与物流上的既有优势,又规避与通用大
“京东AI购”独立App内测,京东的智能体也来了会带来什么改变? 有消息称,京东正在打造购物和生活服务的超级入口“京东AI购”App,产品定位“会思考、能...
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王满意
·
2025-12-23
$京东(JD)$
掉在地上的都是垃圾,花钱买垃圾脑子都有毛病
$京东(JD)$ 掉在地上的都是垃圾,花钱买垃圾脑子都有毛病
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新浪新消费
·
12-31 20:00
京东牵手理想,“服务式”电商真能破解线上卖车难题?
12月23日,理想汽车官方商城在京东上线,挂上了“独家合作”的标签。 这是理想汽车首次向第三方电商平台开放渠道,打破了它坚持多年的直营闭环。 而京东拿下的不仅是一家车企的入驻权,更是一张打通汽车生态的关键门票。 根据合作协议,京东将成为理想汽车官方商城的重要线上渠道。消费者可在京东平台直接下单购买理想汽车,并享受涵盖“买、配、养、用、换”各环节的完整服务。具体包括:“送装一体”的充电桩安装服务、原厂配件以旧换新活动,以及基于京东物流网络支持的24小时道路救援服务等。 此次合作的达成源于双方资源的互补。京东凭借其覆盖全国的供应链网络以及线上运营经验,为理想汽车提供强大的线下服务支持与线上流量入口。而理想汽车作为造车新势力的代表,其产品在市场关注度和销量方面表现突出,截至2025年12月,理想汽车的累计交付量已突破150万辆,成为中国新势力品牌中首个达成此里程碑的车企。 对理想汽车而言,此次合作是其销售渠道的一次重要拓展。此前,理想汽车主要依靠直营门店和官方APP进行销售,此次与京东合作,有望借助其庞大的用户基础和成熟的电商运营经验,进一步拓宽市场覆盖面。 对于京东而言,理想汽车并非京东合作的首家车企。公开资料显示,2025年以来,京东已与比亚迪、广汽、小鹏、长安等多家国内主流车企,以及电池巨头宁德时代达成合作。京东公布的数据显示,2025年其平台新能源车品类销量同比增长高达120%,显示出强劲的增长势头。 然而,京东在汽车领域的探索并非一帆风顺。此前,京东曾联合广汽、宁德时代推出首款汽车埃安UT Super,但在交付首日爆发了大规模退订潮,原因涉及宣传不符、租电方案存争议等问题。这一事件也让市场对京东汽车业务的执行能力格外关注。 有分析认为,京东与理想汽车的合作是汽车销售模式向“线上销售+
京东牵手理想,“服务式”电商真能破解线上卖车难题?
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九哥 Captain
·
2025-12-23
$京东(JD)$
大强子搞笑了这次,让法兰西heist了 ,有点小打脸。
$京东(JD)$ 大强子搞笑了这次,让法兰西heist了 ,有点小打脸。
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SG Visual Research 图解研报
·
2025-12-23
京东四季度收入要跌了,但这锅不该它背
$京东(JD)$
$京东集团-SW(09618)$
京东零售收入预计四季度同比下滑2.9%,是2022年以来首次负增长。原因不是用户跑了,而是去年底“国补”太猛——2024年12月家电卖爆,同比涨39.3%,直接把今年11月同比干到-19.4%。 作为国补核销主渠道,京东成了高基数的最大受害者。经调整净利润预计只剩10亿,环比暴跌八成。 但别慌:账上净现金752亿,股息率3.6%,负债率不到10%。基本面没崩,只是被政策节奏打了个趔趄。 关键看2026年——中央已定调“扩大内需”,若“两新”政策(家电+汽车)加码,京东的高质量用户和供应链优势,随时能打个翻身仗。 (一图详见主图)
京东四季度收入要跌了,但这锅不该它背
# Cloudflare与京东云扩大合作伙伴关系,加速全球AI推理部署和扩展
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读懂数字财经
·
2025-12-26
独家重磅!可购物、点外卖,“京东AI购”内测,为独立APP
《读佳》获悉,京东正在打造购物和生活服务的超级入口“京东AI购”APP,产品定位“会思考、能购物、关心你”的生活服务助手,目前该产品处于内测阶段,内置大模型采用的是京东自研的言犀大模型。整体来看,我们认为该产品对标的或是美团旗下的AI服务助手工具APP“小美”。 APP首页打破“你问我答”的传统模式,主动推送购物攻略、优惠消息、穿搭灵感与生活服务,实现“知你所需,予你所想”。无需关键词搜索,用户在输入框中输入简单的“我想要”,即可召唤私人买手智能体,获取消费决策参考与精准商品匹配。 不需要关键词搜索,在输入框中输入简单的“我想要”,就可召唤一个私人买手智能体,为用户推荐消费决策参考、并匹配相对于的商品。 爱购频道创新性推出京东原创“线上逛街”模式,用户可边问边逛边筛选商品,在 “个性化智能购物街区” 中快速掌握每件商品的参数特性、评价口碑等核心信息。此外,APP还搭载多项实用功能:“每日一惠”聚焦专属折扣,精选全网低价、大幅降价商品;“AI穿搭不仅提供穿搭推荐,更支持虚拟试穿,一键呈现真实上身。 同时支持一键生成订单,无论是点一杯咖啡外卖还是买厨房用品,输入相关指令即可完成支付。 这款集智能推荐、沉浸式逛街、多元生活服务于一体的 APP,标志着京东在AI零售领域的深度布局,未来有望重塑用户购物与生活服务体验。#京东#京东AI购#京东外卖#AI#生活服务助手#AI生活服务助手
$京东集团-SW(09618)$
独家重磅!可购物、点外卖,“京东AI购”内测,为独立APP
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新识研究所
·
2025-12-26
理想入驻京东只卖车品不卖整车,车企对电商开放整车销售在顾虑什么?
理想京东独家合作仅售车品,车企对电商开放整车销售仍态度谨慎 据网经社报道,近日,理想汽车官方商城正式入驻京东,开设品牌官方旗舰店,这也是理想首次与第三方电商平台达成独家合作。不过此次合作并未涉及整车销售,旗舰店仅售卖汽车用品及周边,叠加双重折扣吸引用户,同时双方透露将共建全生命周期服务闭环,为后续合作铺垫。 理想与京东的合作的谨慎推进并非个例,此前拼多多与特斯拉的“万人团购”事件便凸显车企对电商整车销售的警惕。2020年7月,拼多多第三方商户宜买车推出特斯拉Model 3团购活动,补贴后售价较官方补贴价低2万元,却遭特斯拉强硬否认合作。 特斯拉明确表示未委托任何第三方售车,以“疑似转卖”为由拒绝向部分团购用户交付,强调官网为唯一正规渠道,最终仅少数用户以个人名义完成提车,这场争议成为车企与第三方电商渠道博弈的典型案例。 目前埃安已在京东上线整车销售服务,采用 “线上订车 + 线下交付” 模式;小米、鸿蒙智行等品牌则入驻京东、天猫平台,仅提供预约试驾、购车咨询等服务,核心整车成交仍通过线下门店完成。 其中,京东与广汽、宁德时代联合推出的埃安UT super,通过京东独家线上发售,首周交付量99%来自线上;小米、鸿蒙智行则依托电商流量引流,用户线上预约试驾下单后,到线下门店完成交付。 值得注意的是,此前拼多多也与五菱、奇瑞、凯迪拉克等品牌进行合作,曾创下单分钟售罄数百辆车的纪录,但和此次理想入驻京东只售车品、不卖整车的思路一致,均未开放整车线上销售,仅以电商平台为流量入口,后续全流程履约均落地线下。 车企对电商开放整车销售的纠结,核心源于多重利益权衡。首要难题是渠道利益冲突,多数车企依赖线下经销商网络承担库存、交付与售后,电商直销易冲击线下利润,引发价格混乱。 其次,汽车消费90%
理想入驻京东只卖车品不卖整车,车企对电商开放整车销售在顾虑什么?
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编组 21备份 2
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零售商业财经
·
12-31 16:36
京东生鲜新年购物季来袭,多款源头直发好货满199元享6.5折
新年将至,一口鲜甜的水果,一顿热气腾腾的涮肉,都是跨年夜不可或缺的美味搭档。12月31日晚8点,京东生鲜新年购物季正式开启,甄选智利车厘子、印尼山竹、查干湖鱼、厄瓜多尔白虾等全球生鲜好物,带来满99元享8折、满199元低至6.5折的惊喜福利,一站式满足消费者新年囤货与节日礼赠的需求。即日起,打开京东APP搜索“生鲜新年购物季”,即可轻松解锁跨越山海、“又好又便宜”的美味盛宴。 多款高质价比爆品直降,打造新年“第一口鲜” 时下,越来越多消费者选购生鲜产品时,既看重食材的新鲜度与品质安全,也追求高性价比的消费体验,今年的京东生鲜新年购物季,也是一场品质与性价比兼具的生鲜盛宴。除了超大力度的优惠活动,京东生鲜通过源头直发+产地直采模式,深入全球核心产区遍寻天下鲜,为消费者带来多款生鲜爆品,让田间地头、海洋牧场的鲜味,以最短链路直达消费者餐桌。 查干湖冬捕有机胖头鱼无疑是新年餐桌的“吉祥担当”,承载着“年年有余”的美好寓意。京东生鲜通过“一鱼一码”溯源体系,从查干湖核心产区源头直发,全程冷链锁鲜,确保鱼从湖面到餐桌保持鲜嫩本味。其肉质紧实饱满、鲜嫩无腥,无论清蒸还是炖煮,都能呈现出天然的鲜醇口感。 海鲜爱好者的味蕾也能在这个新年得到充分满足。鲜京采福建黑虎虾肉质弹嫩、鲜甜多汁,带着闽南海域的纯净风味;厄瓜多尔白虾采用锁鲜技术,保留深海原生鲜味,虾体硕大饱满,白灼、香煎或涮火锅皆可;渔公码头的海鲜大礼包,囊括了海参、鲍鱼等10种海产,为新年家宴增添海洋气息。 牛羊肉是许多家庭的新年滋补首选,京东生鲜适时推出多款畅销肉类,比如,海外直采的进口原切牛肋条,纹理清晰、脂肪分布均匀,炖煮后肉质软烂、肉香四溢;京东跑山猪黑猪肋排采用生态散养模式,肉质紧实弹牙、香味醇厚,是打造红烧排骨、烤肋排等新年硬菜的不二之选;更有广州酒家和京加坊联名的六参六鲍佛跳墙
京东生鲜新年购物季来袭,多款源头直发好货满199元享6.5折
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编组 21备份 2
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江瀚视野
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2025-12-25
京东发布2025年终奖计划,采销平均25薪该咋看? 12月25日,《科创板日报》从知情人士处获悉,京东发布2025年年终奖发放计划通知。 据透露出来的公告显示:今年升级为19薪的部门内,年度绩效A+的员工将获得10倍月薪年终奖,即全年22薪;年度绩效A的员工将获得9倍月薪年终奖,即全年21薪;年度绩效B+的员工将获得7倍月薪年终奖,即全年19薪。 首先,京东此次高调公布采销团队“平均25薪”计划,本质上是平台型企业对核心资源,即供应链控制力与商品运营能力,进行战略性激励。采销作为连接上游品牌商与下游消费者的枢纽环节,其议价能力、选品效率和库存周转直接决定平台毛利率与用户体验。在当前电商行业增速放缓、竞争白热化的背景下,通过超额薪酬锁定关键人才,有助于巩固京东在3C、家电等高价值品类上的结构性优势。 其次,该激励机制体现出明显的绩效导向与内部差异化。不同部门按目标达成进度设定基准薪级,再叠加绩效系数形成最终总包,既避免“大锅饭”式分配,又强化了目标管理与结果问责。尤其对A+员工给予高达12倍月薪的年终奖,实质是以“锦标赛机制”激发内部竞争,符合现代企业委托-代理理论中关于高能激励的设计逻辑。 第三,从劳动力市场角度看,京东此举亦是对标阿里、拼多多等竞争对手的人才争夺战升级。在互联网行业整体降本增效的周期中,逆势加码核心岗位薪酬,不仅能提升雇主品牌吸引力,更向资本市场传递“聚焦主业、提质增效”的积极信号,有助于稳定投资者信心。
$京东集团-SW(09618)$
京东发布2025年终奖计划,采销平均25薪该咋看? 12月25日,《科创板日报》从知情人士处获悉,京东发布2025年年终奖发放计划通知。 据透露出来的公告...
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编组 21备份 2
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华尔街科技眼
·
12-31 11:49
京东家政首创三级培训基地模式,行业最大规模实训基地落地重庆
12月30日,京东家政西南培训基地在重庆万州正式开班运营,该基地是目前行业规模最大的家政实训基地,占地面积约2万平方米,创新采用“场景教学+培宿一体”深度培养模式,并首次增设养老特色服务课程。 作为家政行业唯一拥有成熟培训体系的平台,京东家政宣布未来3年投入10亿培训建设资金,将重点聚焦高标准养老护理课程研发,加强养老服务人才培养,进而推出标准、规范、安全的养老特色服务;引入AI助教与VR实训等智能化培训手段;建设超150家标准化培训基地,组建千人规模教师团队;构建集实训管理、就业匹配与质量追溯于一体的综合管理系统,以提升培训效率和服务质量。 首创三级培训基地模式,“场景教学+培宿一体”深度融合 京东家政打造行业首个三级培训基地模式,贯通“一线城市核心基地-区域中心基地-乡镇培训站点”,实现从超大型城市到县域乡镇的全面覆盖。 京东家政采用“场景教学+培宿一体”深度培养模式。截至目前,京东家政三级培训基地总面积已达15万平方米,相当于1万个普通家庭房间的面积,为实操培训提供了坚实的物理空间。以新启用的西南培训基地为例,基地内1:1还原真实工作场景,设有卧室、厨房、浴室等特色教学区,开设涵盖日常保洁、家电清洗、洗衣洗鞋、烹饪小时工等全品类家政实操课程。未来,京东家政还将引入AI助教与VR实训等智能化培训手段。 培宿一体则为学员提供生活保障,学员免费参训,拎包入住,大幅降低了学员、尤其是异地学员的参训成本。 图注:京东家政西南培训基地场景化教学-日常保洁、家电清洗 在培训体系方面,京东家政已搭建“招募—培训—认证—进阶”全链路,系统保障人才培养质量: · 选拔:所有保洁师均由京东家政招募和筛选,通过健康体检、心理测评、背景调查,确保来源安全可靠。 · 培训:建立涵盖基础技能、安全规范、职业礼仪、客户沟通等模块的统一大纲,将服务流程拆解为144个标准操作程序(SOP),用行业最细标
京东家政首创三级培训基地模式,行业最大规模实训基地落地重庆
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编组 21备份 2
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商业暗流
·
12-30 21:37
京东家政首创三级培训基地模式,行业最大规模实训基地落地重庆
12月30日,京东家政西南培训基地在重庆万州正式开班运营,该基地是目前行业规模最大的家政实训基地,占地面积约2万平方米,创新采用“场景教学+培宿一体”深度培养模式,并首次增设养老特色服务课程。 作为家政行业唯一拥有成熟培训体系的平台,京东家政宣布未来3年投入10亿培训建设资金,将重点聚焦高标准养老护理课程研发,加强养老服务人才培养,进而推出标准、规范、安全的养老特色服务;引入AI助教与VR实训等智能化培训手段;建设超150家标准化培训基地,组建千人规模教师团队;构建集实训管理、就业匹配与质量追溯于一体的综合管理系统,以提升培训效率和服务质量。 首创三级培训基地模式,“场景教学+培宿一体”深度融合 京东家政打造行业首个三级培训基地模式,贯通“一线城市核心基地-区域中心基地-乡镇培训站点”,实现从超大型城市到县域乡镇的全面覆盖。 京东家政采用“场景教学+培宿一体”深度培养模式。截至目前,京东家政三级培训基地总面积已达15万平方米,相当于1万个普通家庭房间的面积,为实操培训提供了坚实的物理空间。以新启用的西南培训基地为例,基地内1:1还原真实工作场景,设有卧室、厨房、浴室等特色教学区,开设涵盖日常保洁、家电清洗、洗衣洗鞋、烹饪小时工等全品类家政实操课程。未来,京东家政还将引入AI助教与VR实训等智能化培训手段。 培宿一体则为学员提供生活保障,学员免费参训,拎包入住,大幅降低了学员、尤其是异地学员的参训成本。 京东家政西南培训基地场景化教学-日常保洁、家电清洗 在培训体系方面,京东家政已搭建“招募—培训—认证—进阶”全链路,系统保障人才培养质量: · 选拔:所有保洁师均由京东家政招募和筛选,通过健康体检、心理测评、背景调查,确保来源安全可靠。 · 培训:建立涵盖基础技能、安全规范、职业礼仪、客户沟通等模块的统一大纲,将服务流程拆解为144个标准操作程序(SOP),用行业
京东家政首创三级培训基地模式,行业最大规模实训基地落地重庆
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编组 21备份 2
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ITlady
·
12-30 17:29
京东家政未来3年投10亿,打造养老服务专业人才和AI场景化智能培训
12月30日,京东家政西南培训基地在重庆万州正式开班运营,该基地是目前行业规模最大的家政实训基地,占地面积约2万平方米,创新采用“场景教学+培宿一体”深度培养模式,并首次增设养老特色服务课程。 作为家政行业唯一拥有成熟培训体系的平台,京东家政宣布未来3年投入10亿培训建设资金,将重点聚焦高标准养老护理课程研发,加强养老服务人才培养,进而推出标准、规范、安全的养老特色服务;引入AI助教与VR实训等智能化培训手段;建设超150家标准化培训基地,组建千人规模教师团队;构建集实训管理、就业匹配与质量追溯于一体的综合管理系统,以提升培训效率和服务质量。 首创三级培训基地模式,“场景教学+培宿一体”深度融合 京东家政打造行业首个三级培训基地模式,贯通“一线城市核心基地-区域中心基地-乡镇培训站点”,实现从超大型城市到县域乡镇的全面覆盖。 京东家政采用“场景教学+培宿一体”深度培养模式。截至目前,京东家政三级培训基地总面积已达15万平方米,相当于1万个普通家庭房间的面积,为实操培训提供了坚实的物理空间。以新启用的西南培训基地为例,基地内1:1还原真实工作场景,设有卧室、厨房、浴室等特色教学区,开设涵盖日常保洁、家电清洗、洗衣洗鞋、烹饪小时工等全品类家政实操课程。未来,京东家政还将引入AI助教与VR实训等智能化培训手段。 培宿一体则为学员提供生活保障,学员免费参训,拎包入住,大幅降低了学员、尤其是异地学员的参训成本。 图注:京东家政西南培训基地场景化教学-日常保洁、家电清洗 在培训体系方面,京东家政已搭建“招募—培训—认证—进阶”全链路,系统保障人才培养质量: · 选拔:所有保洁师均由京东家政招募和筛选,通过健康体检、心理测评、背景调查,确保来源安全可靠。 · 培训:建立涵盖基础技能、安全规范、职业礼仪、客户沟通等模块的统一大纲,将服务流程拆解为144个标准操作程序(SOP),用行业最细标
京东家政未来3年投10亿,打造养老服务专业人才和AI场景化智能培训
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编组 21备份 2
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Tao财经
·
12-30 16:10
股东退场与高管洗牌:中银消费金融的转型阵痛与红杉资本的避险抉择
导 语 中银消费金融近期的变动,核心驱动力来自两个方面:外部监管的硬性要求与内部经营的巨大压力。 文 | 亦可 出品 | Tao财经 近日,天眼查显示,深圳市博德创新投资有限公司(博裕资本旗下)与北京红杉盛远管理咨询有限公司(红杉中国旗下)正式退出了中银消费金融有限公司的股东行列。 值得注意的是,此次工商变更是对2025年8月监管批复的最终落实。当时批复同意中国银行受让两家公司合计5.175%的股权,受让后中国银行直接持股比例升至47.98%。彼时市场一度认为两家创投股东仍保留了少数股权(分别约为2.25%和1.02%),但12月底的工商信息显示,其剩余股权可能已被其他股东(百联集团、上海陆家嘴金融发展有限公司)受让,从而实现了完全退出。 实则中银消金内部经历了一场几乎同步的高层“大换血”,包括陈峙屹、蔡伟贤在内的8名主要成员退出。这一外(股东)一内(高管)的同步剧变,绝非巧合。 01 股权集中与高管换血 中银消费金融近期的变动,核心驱动力来自两个方面:外部监管的硬性要求与内部经营的巨大压力。两者交织,共同促使其股权结构与治理体系走向深度重组。 首先,股权结构的集中化是应对监管升级的直接结果。2024年新修订的《消费金融公司管理办法》大幅提高了主要出资人的持股比例要求。作为控股股东的中国银行,此前42.8%的直接持股比例已不符合新规精神。因此,受让博裕、红杉所持部分股权,将持股比例提升至47.98%,是中国银行为满足监管要求、巩固控制权迈出的关键一步。此次两家财务投资者的彻底离场,进一步简化了股权结构,使公司决策权更加集中于银行系股东手中,为后续可能的增资和彻底满足监管要求铺平了道路。 其次,高管团队的密集调整则是应对经营危机的迫切之举。2024年,中银消金遭遇了“水逆”之年:不仅出现了自成立以来的首
股东退场与高管洗牌:中银消费金融的转型阵痛与红杉资本的避险抉择
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编组 21备份 2
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华尔街科技眼
·
2025-12-24
京东时尚秒送合作门店数量增长超150% 助力波司登、安踏等品牌实现新增量
在数字经济与消费转型的双重驱动下,即时零售正用“分钟级履约”重新定义商业效率的天花板。根据商务部研究院发布的《即时零售行业发展报告(2025)》,2026年我国即时零售规模将突破1万亿元,预计到2030年,将达到2万亿元。构建良好生态,推动高质量发展将是即时零售行业的重要议题。京东时尚秒送在2025年全面加速服饰、运动、美妆等核心品类供给布局,迎来爆发式增长,已成为品牌布局即时零售、消费者获取潮流商品的重要方式。 截至2025年底,京东时尚秒送累计入驻商家超千家,包括滔搏、安踏、李宁、鸿星尔克、波司登、特步等国内零售巨头、服饰运动大牌;营业门店数量同比增长超150%,覆盖了包括服装、鞋靴、内衣、美妆、运动户外等多个核心品类,持续为消费者提供更丰富、更便捷的即时时尚消费体验。 2025年,品牌商家也通过京东时尚秒送实现了销售新增量。年初至今,耐克、阿迪达斯、骆驼、安踏等运动户外品牌成交额同比增长均超2倍,内衣品牌松山棉店成交额同比增长5倍;随着冬季保暖需求增加,自11月波司登入驻京东秒送以来,其销售也呈现高增长态势。 除此以外,京东时尚秒送在重要节日期间增长也尤为显著。近年来,受送礼观念日常化、礼赠品类品质化、多元化等消费趋势影响,节日礼赠的即时消费需求也出现了明显的增长。京东时尚秒送数据显示,2025年七夕礼遇季期间,京东时尚秒送美妆护肤品类整体成交额同比增长超150%,其中香水、礼盒套装、口红品类增长超 4 倍,SK-II、迪奥、YSL、兰蔻等国际美妆大牌成交额同比增长超6倍,SK-II节日限定晶透礼盒、欧莱雅小蜜罐水乳7 件套、可复美焦点面霜等商品热销。 而随着2026跨年元旦等节日来临,京东时尚秒送也推出美妆护肤礼盒、运动鞋服、内衣礼盒等热门节日大牌爆款限时低至5折等超值优惠福利,为更多消费者即时带来贴心的节日礼赠心意。 京东时尚秒送的快速发展,不仅持续丰富了即时零售
京东时尚秒送合作门店数量增长超150% 助力波司登、安踏等品牌实现新增量
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江瀚视野
·
12-30 18:42
京东家政首创三级培训基地模式,行业最大规模实训基地落地重庆
$京东集团-SW(09618)$
12月30日,京东家政西南培训基地在重庆万州正式开班运营,该基地是目前行业规模最大的家政实训基地,占地面积约2万平方米,创新采用“场景教学+培宿一体”深度培养模式,并首次增设养老特色服务课程。 作为家政行业唯一拥有成熟培训体系的平台,京东家政宣布未来3年投入10亿培训建设资金,将重点聚焦高标准养老护理课程研发,加强养老服务人才培养,进而推出标准、规范、安全的养老特色服务;引入AI助教与VR实训等智能化培训手段;建设超150家标准化培训基地,组建千人规模教师团队;构建集实训管理、就业匹配与质量追溯于一体的综合管理系统,以提升培训效率和服务质量。 首创三级培训基地模式,“场景教学+培宿一体”深度融合 京东家政打造行业首个三级培训基地模式,贯通“一线城市核心基地-区域中心基地-乡镇培训站点”,实现从超大型城市到县域乡镇的全面覆盖。 京东家政采用“场景教学+培宿一体”深度培养模式。截至目前,京东家政三级培训基地总面积已达15万平方米,相当于1万个普通家庭房间的面积,为实操培训提供了坚实的物理空间。以新启用的西南培训基地为例,基地内1:1还原真实工作场景,设有卧室、厨房、浴室等特色教学区,开设涵盖日常保洁、家电清洗、洗衣洗鞋、烹饪小时工等全品类家政实操课程。未来,京东家政还将引入AI助教与VR实训等智能化培训手段。 培宿一体则为学员提供生活保障,学员免费参训,拎包入住,大幅降低了学员、尤其是异地学员的参训成本。 图注:京东家政西南培训基地场景化教学-日常保洁、家电清洗 在培训体系方面,京东家政已搭建“招募—培训—认证—进阶”全链路,系统保障人才培养质量: 选拔:所有保洁师均由京东家政招募和筛选,通过健康体检、心理测评、背景调查,确保来源安全可靠。 培训:建立涵盖基础技能
京东家政首创三级培训基地模式,行业最大规模实训基地落地重庆
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编组 21备份 2
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真探ZT
·
12-30 12:26
“京腾生态”,种草营销的另一片沃土
作者|何文 过去十年,整个中国数字营销生态发生了巨大变化。PC让位移动互联,从大数据到AI,广告不再只是简单的曝光,而是直接关联转化、ROI;视频号、抖音、快手等平台崛起,带动短视频和直播潮流,去中心化的私域与汇拢资源的超级平台并存。 时代变了、用户变了,营销内容也更碎片化和互动化——这使得“种草文化”兴起,用户既是消费者,也成了内容创作者和品牌传播者。身处2025,展望2026,种草营销已是一个毋庸置疑的增长方法,但随着“种草”玩法的新鲜感过了劲儿,品牌商家们都在回归生意的基本逻辑:种草营销价值何在、是否划算? 在一众种草平台中,我们关注到腾讯广告和京东之间形成的“京腾生态”——从2015年双方联合发布“京腾计划”开始到现在,京腾生态已累计服务数千家品牌,每年为品牌带来数百亿的GMV增长,并帮助品牌收获了亿级人群资产。而其对于种草营销的价值,也正浮出水面。增量的流量场域、熟人的信任关系、优质的内容供给……这些特点相互作用,成为了种草营销的新“确定性”。 被忽视的种草沃土 不得不承认,当下的种草营销有些“泛滥”、竞争白热化,如果所有品牌都按照同样的套路操作,就好像看电影时全体起立的“剧院效应”,最终大部分人什么都看不见。 这也是为什么我们认为京东和腾讯广告的种草营销值得关注的原因——京腾生态正在破解目前种草营销内容浅、流量枯、转化难的挑战。 其一,这是一个流量新、用户新的“新场域”。直白地说,再好的“草”种在盐碱地上,也是白费功夫。流量如果过于饱和和老旧,品牌势必卷不动。 京腾生态的流量是很新的。数据显示,最近一年上手的新用户,在视频号用户里占比最高(超过51%),新人群增量最为显著。而从使用时间的维度来看,视频号用户的使用时长净增长达43%,公众号用户的使用时长则最稳定。 更值得注意的是,相较于其他平台的高度成熟,视频号公众号商业化饱和度低、用户需求并未被完全满足,这也就
“京腾生态”,种草营销的另一片沃土
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零售商业财经
·
12-30 16:33
当“减糖蛋糕”遇上“新年挂饰” 京东七鲜超市打造元旦家庭仪式感
元旦佳节临近,节庆消费市场持续升温。今年零售商超愈发注重营造节日“氛围感”,并深耕细分品类的“健康化”价值,以满足消费者对品质生活与情感体验的双重追求。12月29日至1月1日,京东七鲜超市诚意开启烘焙超级品类日,烘焙产品享“满39减6”超值优惠,人气爆品价格直降。同时七鲜更上线多款新年饰品,为消费者构建一个从餐桌美味到家居氛围的完整节日场景。 在七鲜超市本周的“烘焙超级品类日”(12月29日至1月1日)中,烘焙产品享受“满39减6”的节日优惠。其数款“明星单品”更价格直降,如冬日“烘焙顶流”七鲜红颜草莓盒子蛋糕价格直降至39.9元/盒。有着“减糖25%”以上的健康配方设计与16颗红颜草莓的扎实用料。而七鲜超市创新采用的“蛋糕-奶油-蛋糕”的三层夹心结构,更完美解决了同类产品底部奶油易残留的痛点。不管是一人食的悦己选择,还是情侣约会、亲友聚餐的浪漫点缀,这款草莓盒子蛋糕都能精准适配。 除了给力价格,京东七鲜多款烘焙新品更一齐亮相,为节日生活再添甜蜜新选择。奥巧瑞士卷包含醇厚奥巧黑卷与嫩滑香草白卷两种口味,其中,奥巧黑卷在绵软的蛋糕体中融入了奥利奥饼干碎和巧克力脆脆球,口感层层递进,每一口都能嚼到惊喜;香草白卷则是香草味蛋糕坯与细腻动物奶油的经典组合,一盒即可解锁双重滋味。蓝莓巧克力脆珠可丽饼则为冬日餐桌增添更多新意蛋香与奶香交织,黄油薄脆与巧克力脆米球,搭配七鲜产地直采的云南高山大蓝莓,一口下去,酸甜多汁的果肉、浓郁的动物奶油与酥脆的巧克力球在口中交织,清新不甜腻。 当烘焙美食越来越从餐厅场景延展至日常餐桌,节日氛围的营造,也同样从公共空间不断拓展到家庭领域。一系列以“新年好运”为主题的装饰摆件新近在七鲜上线,如寓意生机盎然的精美年宵花、传递温暖祝福的平安喜乐绒布挂饰,以及书写着“万事胜意”的相框摆件等。这些商品超越了单纯的功能性,更
当“减糖蛋糕”遇上“新年挂饰” 京东七鲜超市打造元旦家庭仪式感
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公司概况
公司名称
京东
所属市场
NASDAQ
成立日期
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办公地址
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公司网址
http://ir.jd.com
邮政编码
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公司概况
JD.Com Inc是一家主要通过其零售移动应用程序及www.jd.com网站(统称“京东平台”)经营电子商务业务,包括自营模式及平台模式的公司。该公司通过四个部门开展业务。京东零售部门主要包括京东健康及京东工业等,主要从事中国的自营业务、平台业务及广告服务。京东物流部门主要包括内部及外部物流业务。达达部门主要从事中国本地即时配送及零售平台。新业务部门主要包括京东产发、京喜及海外业务。该公司主要在中国国内和海外市场开展业务。
12-31 13:00
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
12-31 13:00
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
12-31 13:00
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-12-18
关联方拟减持公告
Form 144 | JD.com, Inc.的关联方 Fortune Rising Holdings Ltd 拟减持178,563 股,总价约510.69万美元
Form 144 | JD.com, Inc.的关联方 Fortune Rising Holdings Ltd 拟减持178,563 股,总价约510.69万美元
2025-09-18
关联方拟减持公告
Form 144 | JD.com Affiliate Liu Qiangdong 拟减持115000股,总价约405万美元
Form 144 | JD.com Affiliate Liu Qiangdong 拟减持115000股,总价约405万美元
2025-06-30
关联方拟减持公告
Form 144 | JD.com 股东 Su Shan 拟减持600股,总价约1.95万美元
Form 144 | JD.com 股东 Su Shan 拟减持600股,总价约1.95万美元
2025-06-30
关联方拟减持公告
Form 144 | 京东高管 Xu Ran 拟减持1200股,总价约39096美元
Form 144 | 京东高管 Xu Ran 拟减持1200股,总价约39096美元
2025-06-18
关联方拟减持公告
Form 144 | JD.com Affiliate Fortune Rising Holdings Ltd 拟减持227500股,总价约754.62万美元
Form 144 | JD.com Affiliate Fortune Rising Holdings Ltd 拟减持227500股,总价约754.62万美元
2025-04-17
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-03-31
关联方拟减持公告
Form 144 | JD.com 高管 Xu Ran 拟减持12000股,总价约51万美元
Form 144 | JD.com 高管 Xu Ran 拟减持12000股,总价约51万美元
2025-03-31
关联方拟减持公告
Form 144 | JD.com 高管 Zhang Pang 拟减持17800股,总价约75.77万美元
Form 144 | JD.com 高管 Zhang Pang 拟减持17800股,总价约75.77万美元
2025-03-31
关联方拟减持公告
Form 144 | JD.com, Inc. Affiliate Su Shan 拟减持3000股,总价约12.77万美元
Form 144 | JD.com, Inc. Affiliate Su Shan 拟减持3000股,总价约12.77万美元
2025-03-18
关联方拟减持公告
Form 144 | JD.com, Inc. 高管 Fortune Rising 拟减持401,125股,总价约1,731万美元
Form 144 | JD.com, Inc. 高管 Fortune Rising 拟减持401,125股,总价约1,731万美元
2025-02-14
SEC问询函
Form CORRESP - Correspondence
Form CORRESP - Correspondence
2024-12-31
关联方拟减持公告
Form 144 | JD.com, Inc. 关联方 Fortune Rising Holdings Ltd 拟减持200850股,总价约688万美元
Form 144 | JD.com, Inc. 关联方 Fortune Rising Holdings Ltd 拟减持200850股,总价约688万美元
分时
5日
日
周
月
数据加载中...
最高
28.74
今开
28.61
量比
1.06
最低
28.51
昨收
28.71
换手率
0.66%
热议股票
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据网经社报道,近日,理想汽车官方商城正式入驻京东,开设品牌官方旗舰店,这也是理想首次与第三方电商平台达成独家合作。不过此次合作并未涉及整车销售,旗舰店仅售卖汽车用品及周边,叠加双重折扣吸引用户,同时双方透露将共建全生命周期服务闭环,为后续合作铺垫。 理想与京东的合作的谨慎推进并非个例,此前拼多多与特斯拉的“万人团购”事件便凸显车企对电商整车销售的警惕。2020年7月,拼多多第三方商户宜买车推出特斯拉Model 3团购活动,补贴后售价较官方补贴价低2万元,却遭特斯拉强硬否认合作。 特斯拉明确表示未委托任何第三方售车,以“疑似转卖”为由拒绝向部分团购用户交付,强调官网为唯一正规渠道,最终仅少数用户以个人名义完成提车,这场争议成为车企与第三方电商渠道博弈的典型案例。 目前埃安已在京东上线整车销售服务,采用 “线上订车 + 线下交付” 模式;小米、鸿蒙智行等品牌则入驻京东、天猫平台,仅提供预约试驾、购车咨询等服务,核心整车成交仍通过线下门店完成。 其中,京东与广汽、宁德时代联合推出的埃安UT super,通过京东独家线上发售,首周交付量99%来自线上;小米、鸿蒙智行则依托电商流量引流,用户线上预约试驾下单后,到线下门店完成交付。 值得注意的是,此前拼多多也与五菱、奇瑞、凯迪拉克等品牌进行合作,曾创下单分钟售罄数百辆车的纪录,但和此次理想入驻京东只售车品、不卖整车的思路一致,均未开放整车线上销售,仅以电商平台为流量入口,后续全流程履约均落地线下。 车企对电商开放整车销售的纠结,核心源于多重利益权衡。首要难题是渠道利益冲突,多数车企依赖线下经销商网络承担库存、交付与售后,电商直销易冲击线下利润,引发价格混乱。 其次,汽车消费90%","plainDigest":"理想京东独家合作仅售车品,车企对电商开放整车销售仍态度谨慎 据网经社报道,近日,理想汽车官方商城正式入驻京东,开设品牌官方旗舰店,这也是理想首次与第三方电商平台达成独家合作。不过此次合作并未涉及整车销售,旗舰店仅售卖汽车用品及周边,叠加双重折扣吸引用户,同时双方透露将共建全生命周期服务闭环,为后续合作铺垫。 理想与京东的合作的谨慎推进并非个例,此前拼多多与特斯拉的“万人团购”事件便凸显车企对电商整车销售的警惕。2020年7月,拼多多第三方商户宜买车推出特斯拉Model 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其次,高管团队的密集调整则是应对经营危机的迫切之举。2024年,中银消金遭遇了“水逆”之年:不仅出现了自成立以来的首","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1767082210142,"gmtModify":1767082532099,"symbols":["09618","JD"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":258,"likeCount":1,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/516336391467440","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":5061,"displayRows":2,"foldSize":0,"authorId":"4124432471477312"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.514247659290872","cardData":[{"tweetId":"514247659290872","author":{"authorId":"4130651538578990","idStr":"4130651538578990","name":"华尔街科技眼","avatar":"https://static.tigerbbs.com/1d5349f89bf326581d97a540efdf9990","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":52,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"京东时尚秒送合作门店数量增长超150% 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