京东Q2电话会:核心零售稳健增长,重申“品质外卖”长期战略,不打价格战聚焦用户体验

华尔街见闻
Aug 14, 2025

14日,京东举行Q2绩后电话会。管理层重申长期投入决心,力求与核心业务协同增长。 同日公布的财报显示,京东Q2营收3567亿元,同比增22.4%,但净利润出现明显下滑。新业务板块收入同比飙升198.8%,主要由京东外卖驱动。然而,该板块的运营亏损从去年同期的7亿元急剧扩大至148亿元,运营利润率为负106.7%。 在竞争激烈的外卖市场,京东明确了其长期主义策略。管理层在电话会上表示,外卖和即时零售...

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