100观察|京东打造一种“与美团完全不同的商业模式”,强化供应链优势

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Jun 21, 2025

6月17日,京东集团-SW(HK 09618)董事局主席刘强东在分享会中表示,京东会打造一种与美团完全不同的商业模式,并期待这种商业模式能够让消费者买到高性价比且安全的食品。刘强东强调外卖背后的生鲜供应链,并指出要靠供应链赚钱。这种有别于美团的叙事,是一种商业模式的品牌宣言,更是其于存量市场中谋求增量发展的关键战略。不过,模式革新必然伴随深层次挑战。京东面临的核心矛盾在于能否巧妙平衡双重目标:借助...

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