京东在巴黎丢了3亿？最新后续来了！

北大纵横

2025/12/26

作者 |钱游来源 |电商最前线1782字阅读时间4分钟先表达观点：都说美丽法兰西，偷盗每一天。令人感到强烈落差感的是，很多人第一次意识到京东在巴黎有存在感，竟然是因为一起盗窃案！01京东在巴黎被盗谁动了东哥的货？就在12月23日，法国媒体披露，圣诞节前一天，位于巴黎北部塞纳-圣但尼省杜尼市的一处大型仓储设施在夜间遭遇有组织盗窃。据悉，该仓库由京东相关公司运营，案发时间横跨周日夜间至周一清晨。警方...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226083404a6d0484e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1303224171.USD","symbol_name":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226083404a6d0484e&s=b","article_id":"2594522842","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251226083404a6d0484e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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The latest follow-up is here!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"JD":1.95,"09618":1.95},"content_text":"作者 |钱游来源 |电商最前线1782字 阅读时间4分钟先表达观点：都说美丽法兰西，偷盗每一天。令人感到强烈落差感的是，很多人第一次意识到京东在巴黎有存在感，竟然是因为一起盗窃案！01京东在巴黎被盗谁动了东哥的货？就在12月23日，法国媒体披露，圣诞节前一天，位于巴黎北部塞纳-圣但尼省杜尼市的一处大型仓储设施在夜间遭遇有组织盗窃。据悉，该仓库由京东相关公司运营，案发时间横跨周日夜间至周一清晨。警方初步统计，共有50456件电子产品被盗，涉及智能手机、平板电脑、笔记本电脑及部分耳机，主要来自荣耀和OPPO两个品牌，其中约九成为手机、电脑和平板设备，损失金额初步估算约3700万欧元（约合人民币3.065亿元）。图源：法广工作人员在周一早晨发现仓库大门异常开启，多处入口遭破坏，约30个托盘货物不翼而飞。更严重的是，仓库内部视频监控在案发时被人为破坏，报警系统当晚未能正常运行。法国司法部门已立案调查，并将案件定性为有组织盗窃、销赃及结伙犯罪，由专门打击有组织犯罪的警力接手。京东随后回应称，被盗仓库已恢复正常运营，并表示部分法国媒体所称“重大损失”与实际情况存在较大出入。同时强调，近年来公司持续推进“全球织网计划”，目前已在全球23个国家和地区建设并运营超过130个海外仓，相关业务均依法合规开展。正如开篇所说，在《电商最前线》看来，这起盗窃案本身，并不是京东出海的主线，却意外让外界看到了京东在欧洲的存在感。如果放在十年前，很少有人会将京东与巴黎、仓储、欧洲供应链联系在一起。但现实是，京东早已不只是中国电商，而是在欧洲拥有实打实资产和运营体系的跨国企业。这次事件的特殊性不在于损失金额，而在于京东已经深度嵌入欧洲本地物流与仓配网络。而这恰恰是京东出海路线变化的结果。02刘强东勇猛出海不怕失败京东的国际化始于2014年，刘强东在纳斯达克上市仪式上公开宣布国际化战略。随后数年，京东先后试水俄罗斯、东南亚，推出JOYBUY英文站、俄文站，在印尼、泰国以合资模式推进本地电商。但现实很快给了反馈。俄罗斯站点不到一年便暂停，东南亚市场又被Lazada、Shopee等平台牢牢占据。合资模式在执行层面问题频出，人事频繁更替，八年时间内，京东海外业务负责人五度易主。这一阶段，京东出海的关键词是“试错”，也是“受挫”。真正的转折，京东重新定义出海路径。在多次失败后，京东逐渐意识到，简单复制国内自营电商模式，并不适用于海外市场。2022年，京东在荷兰推出Ochama自提零售模式，避开纯线上流量竞争，尝试融合本地零售与供应链能力。刘强东在今年还公开表示：“京东未来最重要的方向之一是国际化，但京东的国际业务不会走跨境电商模式，将会做成本地基建、本地员工、本地采购、本地发货，只卖品牌商品的本地电商模式。”因此，京东的原则只有三条：本地电商、本地团队、只卖有品牌的货。而这一思路很快在欧洲落地。今年9月，京东通过德国全资子公司，向欧洲消费电子巨头CECONOMY发出自愿收购要约，估值约22亿欧元。图源：京东后者旗下MediaMarkt 和Saturn在12个欧洲国家拥有超过1000家门店。这一交易，被视为中国电商出海欧洲的里程碑事件。与此同时，京东物流同步加速全球供应链布局。截至2024年底，京东物流已在全球运营超100个海外仓，管理面积超 100万平方米。2025年更提出全球一体化供应链战略，目标是在海外构建“2—3 日达”时效圈，并计划未来五年采购大量机器人、无人车和无人机，强化全链路能力。中东市场同样成为突破口，2025年，京东在沙特推出自营快递品牌 JoyExpress，订单量实现近700%增长，而近期上市的京东工业的国际业务，也在巴西、沙特、东南亚多国逐步站稳脚跟。03京东走了一条不一样的道路那么，京东走的是一条什么路呢？比起阿里布局AI，美团铺线下，京东始终坚持做大实体。在《电商最前线》看来，只有真正拥有本地资产、本地库存、本地团队，才会面临如此复杂的运营风险，也才谈得上长期竞争。图源：微博与早年激进试水不同，今天的京东选择用收购成熟企业、夯实物流基础设施的方式进入市场。这是一条慢路，却更接近零售和供应链的本质。京东出海走了十多年，前半程充满弯路，后半程才刚刚进入正轨。随着欧洲、中东等市场布局逐渐成型，京东的国际化故事，也许才刚刚翻到真正值得细读的章节。文中观点仅为作者观点，不代表本平台立场各位读者朋友，公众号改了推送规则，如果您还希望第一时间收到我们推送的文章，请记得给北大纵横公众号设置星标。点击左下方公众号“北大纵横”→点击右上角“...”→点选“设为星标⭐️”。","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}