The ambition of JD instant retailing from 618

This year's 618 The battle of , JD is undoubtedly the biggest winner . According to official figures , Jingdong platform 618 The cumulative amount of orders placed during the period exceeds 3793 Billion , Over the same period last year 1 become . Jingdong used to board “C position ” Outstanding performance , Declare a huge “ Instant retail ” The market is about to explode ！

One 、 The era of instant retailing is coming

Throughout JD this year 618 Performance during , One “ fast ” The words are impressive .618 Just opened , JD platform is well-known “ Hour purchase ” Just use 10 The first order is delivered in minutes . And in the 6 month 17 Friday night 8 Dot “ peak 28 Hours ”, Consumers across the country have further experienced this “ fast ” The smoothness of words --- Activity on 10 Within minutes , Over the country 470 Consumers in counties, districts and cities receive goods purchased in Jingdong hours and ordered at Jingdong home . Throughout the event , Experience “ Minute delivery ” The number of users of the service has increased significantly over the same period last year 110%. In recent years , It's this “ fast ” word , Make the experience of JD consumers better , It also helps JD in the constantly changing retail scene , It has grasped the core demand of users for increasing timeliness , It has realized its continuous leap and evolution .

The evolution of JD , In fact, e-commerce is integrated online and offline 、 A microcosm of the changing process from retail to takeaway . Reviewing the development of e-commerce, it is not difficult to find , The speed of delivery of goods , It is the core element in the continuous evolution of e-commerce .20 When e-commerce was just emerging years ago , Consumers' buying behavior often has great “ planned nature ”. let me put it another way , They prefer to regard e-commerce space as a “ Unlimited shelves ”, At this time, the retail scenario provided by the e-commerce platform , Generally, consumers use the rich categories of the platform to “ Stock up ”. However, with the popularization of mobile Internet , Users began to pursue full-time 、 Global 、 New consumption mode of the whole scene , The time difference between purchase and delivery is required to be infinitely shortened , And even reach “ instant ” effect . This led to the birth of “ Jingdong hourly purchase ” A new retail scenario represented by —— With the upgrading of infrastructure and operation management , Delivery time of e-commerce platform , It has been half a month since the beginning 10 Days to a week , Progress to 2、3 God , Until then 1 God , Today's hourly shopping ,30 Minute service , Even like JD 618 As shown during , Realization “ Minute delivery ”. In this evolution , The retail scene has begun to enter “ Instant retail ” New era .

From the data , Client to “ Instant retail ” The demand for scenarios is still growing rapidly . According to the report data recently released by the survey organization , Young consumers have higher requirements for instant delivery services than ever before , For example, in 95 In the younger generation , exceed 50% People of want their goods to be delivered on the same day . There are even 7% Percent of consumers want their products “2 Within hours ” You can get it . And in order to get “ faster ” Experience , They are also willing to pay more for instant delivery services . in addition , According to the report of AI media consulting , The attention of the real-time consumer group to the delivery time , Has gone from 43.6% Promoted to 48.3%, Shows that the market is focusing on instant retailing , Build a stronger and far-reaching user mind .

Users' demand for timeliness of delivery is accelerating , It also drives the platform 、 merchants 、 Brands continue to increase their investment in the tide of instant retailing , Especially the head e-commerce platforms , We have spared no effort in this regard . Take takeout giant meituan as an example , This is a platform that traditionally focuses on catering , It has launched a high-profile instant retail service last year “ Meituan flash off ”, With the help of “ Send everything quickly ” The advantages of , Deeply involved in the non catering e-commerce field . The first quarter of this year , Meituan flash orders and GTV( Total platform transactions ) They increased by nearly... Year on year 70% and 80% above ; Ali, one of the traditional e-commerce leaders , We have already seen the rapid expansion of the real-time retail scene , And continuously strengthen its local retail sector . for example , Ali's main product is fast delivery. Are you hungry , stay 2022 In the first quarter of, China Africa catering business grew rapidly , In Shanghai, it has achieved up to 100% Year on year growth rate of . without doubt , Instant consumption has become the mainstream of the retail industry , All parties including JD , Accelerating the layout is also an inevitable choice .

Two 、 JD.COM 618, JD instant retailing ushered in rapid growth

The deeper the understanding of the changing trend of the retail scene , The more you can realize that JD 618“C position ” The significance of outstanding performance . According to the official 6 month 19 The data released on , Jingdong from 5 month 31 Japan 20:00 to 6 month 18 Japan 23:59 period , The cumulative order amount exceeds 3793 One hundred million yuan , Than last year's 3438 Billion yuan up 10.3%, And set a new record . Improvement of comprehensive indicators , It comes from the great progress in each sub field ： JD has always had advantages in the category of home appliances , This year, 618 During this period, the sales increased by a full margin compared with the same period last year 10 times ！ While perfume and cosmetics, which have attracted the attention of young users, have increased year-on-year 321%, Year on year growth of outdoor sports products 662%, Men's wear increased year-on-year 397%, Year on year growth of kitchenware 115%. meanwhile , Categories related to people's livelihood have also achieved considerable growth ： for example , In the fresh category , Durian sales increased year on year 199%, Mangosteen increased year on year 251%, Year on year growth of processed aquatic products 101%.

In conclusion 618 Performance , Jingdong retail CEO Xin Lijun emphasized the value of supply chain . This year's 618, Facing the repeated impact of the epidemic , The severe situation of the pressure on the retail growth of the whole society , Almost all e-commerce zero platforms urgently need to find new impetus , To achieve efficiency and cost reduction 、 The goal of maintaining growth . Jingdong relies on its advance layout 、 The high efficiency that has been built for many years 、 Intelligent supply chain system , It has not only resisted the pressure of the epidemic , And it has achieved leapfrog growth , praiseworthy for one's excellent conduct . He pointed out that ,“ We always believe in , In the development of supply chain , More solid and extensive infrastructure 、 Flexible and responsive digital supply chain technology , It will certainly become the pursuit of more enterprises , The resulting supply chain infrastructure and digital intelligence upgrading , It will also be made in China 、 The opportunity for high-quality sustainable development of the circulation industry .”

What Xin Lijun said “ Supply chain value ”, It plays a huge role in JD . This point , It is not only reflected in the improvement of overall operation indicators , It is clearly reflected in the development of the real-time retail segment ： This year, 618 period , JD. Com focuses on real-time retail “ Hour purchase ”、“ Jingdong home ” And other business channels , Hand in hand super 15 10000 offline physical stores , Realized the year-on-year growth of dual channel sales 77%.6 month 18 The daily trading volume is a breakthrough 6 One hundred million yuan , It has set a new one-day peak record for JD . Whole 618 Great promotion period , The number of users who placed orders through jd.com's hourly purchase increased by more than last year 400%, The average delivery time is shortened 4 minute .

Compared with the traditional retail scene , The impact of instant retailing on supply chain flexibility 、 The requirement of performance capacity is higher . JD.COM 618 Rapid growth in real-time retail performance , Directly benefit from the strong support ability of JD supply chain system --- Jingdong this year 618 period , Yiwu, Zhejiang and Wenzhou “ Asia one ” The intelligent logistics park is officially put into use . Add Hangzhou, which has been put into use “ Asia one ”, Three seats “ Asia one ” and 11 Several central warehouses set up by prefectures and cities 、 Satellite silo and sorting center , Form a multi-faceted logistics warehouse distribution network , In Zhejiang Province, the proportion of JD's self operated orders reaching the same day or the next day will also reach about 95%. It is in such a set of high sensitivity 、 With the support of a large capacity supply chain system , Which greatly improves consumer satisfaction “ Hourly ”、 even to the extent that “ Minute delivery ”, It has increasingly become the “ Standard configuration ”.

3、 ... and 、 JD's real-time retail ambitions

With 2022 Year of 618 Everything is settled. , JD.COM “C position ” Outstanding performance , Let the whole retail field see a fact more clearly ： Construction of supply chain system , Although it is very difficult to do , But it's right 、 What should be done well --- When Jingdong is 2007 When we decided to build our own logistics in , Other platforms have high investment in self built supply chain system 、 High difficulty , Avoid them one after another , Most of them choose to cooperate with third parties to obtain supply chain capabilities . Jingdong is doing the opposite , Continuous large-scale investment in supply chain construction , stay “ Technology driven , Lead global efficient circulation and sustainable development ” Under the guidance of the mission , JD logistics system has been up to 2020 year 12 month 31 Japan , Has operated more than 900 A warehouse , The total storage area, including the cloud warehouse area managed by JD logistics, is about 2100 Thousands of square meters , It has a core warehousing network 、 Integrated transportation network 、 Last mile distribution network 、 Big network 、 Cold chain network and cross-border network , The service covers almost all regions of China 、 Town and population , The global reach exceeds 220 Countries and regions .

Today's JD supply chain system , It's formed “ Integrated supply chain logistics ” advantage , It not only provides logistics services to customers , Based on years of business flow and industry insight , Provide integrated solutions and logistics services for enterprises , It is a powerful all-round business partner of the brand . For quick cancellation 、 clothing 、 Home appliance 、 furniture 、3C、 The differentiated demand of many industries such as automobile and fresh food , JD supply chain can bring optimal cost 、 The most efficient integrated supply chain solution . JD has insisted for many years , It has already obtained rich returns in the rapid development of real-time retail and other fields 、 And it has been verified .

Strong supply chain system , Make JD have the cost 、 Great advantages in terms of service quality . First , Jingdong's open infrastructure 、 Supply chain services 、 Logistics technology and organization construction , Both JD and its partners have better inventory turnover capacity . Only in 2021 In the first quarter of the year , JD's supply chain system brings millions of JD's self-supporting SKU Inventory turnover days have dropped to a very low level 31.2 God , Help millions of upstream and downstream partners reduce costs and increase efficiency , Significantly shorten the inventory cycle 、 Increase capital turnover ; In terms of distribution services , JD has deepened all channel cooperation with dada group , stay 2021 In 1400 More than counties, districts and cities have created “1 Hour life service circle ”, Through integration “ Shop ”、“ home ”、 Omni channel marketing and other core technologies , Realized “ Place an order with mobile phone 、 Hours to home ” Real time consumer services . In the year to 618 period , JD has been in the country 94% District and county 、84% The villages and towns can reach the same day or the next day , A good start. The single volume of personal express business increased year-on-year 140%. in addition ,618 During this period, JD logistics also passed “ The trinity ” Supply chain technology has been comprehensively upgraded , The average prediction accuracy of the whole link, such as warehouse transportation and distribution, is higher than 95%, For the great development of the real-time retail scene , It provides essential technical support and service platform .

Strong supply chain integration capability , Let JD become a consumer , brand 、 The preferred cooperation platform for entity businesses in developing real-time retail scenarios . According to Jingdong 618 The press conference on the media open day was announced , JD supermarket's Omni channel business is in JD 618 period , super 2.7 Ten thousand cooperative brands 、 super 3 The turnover of 10000 cooperative stores increased year-on-year 5 times . among , MENGNIU 、 Erie 、 The turnover of all channel businesses of golden dragon fish and other brands increased year-on-year 5.6 times , Wal-Mart 、 China resources 、 Year on year growth of Omni channel business turnover of Yonghui and other merchants 6.6 times . JD.COM , In the build “ Responsible supply chain ” In the direction of , Solid steps have been taken , And relying on this, it has become one of the most perfect platforms in the real-time retail industry .