Platform Intelligence

JD.com

JD.com a kasuwannin kasuwanci ta yanar gizo 1 na yanki: China — GMV / rabo / girma / matsayi daga rahoton Top-5 na kowane yanki.

QAs a merchant, what do I need to care about?

Nine dimensions merchants should review before joining:

Merchant snapshot

Ya dace da alamu na samfuran daidaitattu kamar 3C/kayan lantarki na gida da masu kasuwanci masu daraja ƙwarewar jigila: sarrafa kansa + jigilar kansa suna da ƙaƙƙarfan tunanin ingantattun kayayyaki, amma riba tana ƙarƙashin matsin lamba, sabbin ayyuka kamar isar da abinci suna cin kuɗi da yawa.

Entry requirements

Sarrafa kansa (1P) tsarin siyan da siyarwa na JD.com ne, mai kasuwanci ya samar da kaya, dandali ya tsara farashi ya cika umarni, ƙofa tana da girma; Dandalin Buɗe (POP) na buƙatar cancantar kamfani + izinin alama, biyan jingina da kuɗin amfani da dandali, kusan 80% na nau'ikan suna goyon bayan buɗe shago na gwaji da ¥0 [Paidai]; masu kasuwanci na ƙasashen waje suna iya shiga ta hanyar JD International/Global Shopping (JD Worldwide). Harshen yafi Sinanci.

Fee structure

Sarrafa kansa tsarin samarwa/haɗin gwiwa ne (JD.com ya tsara farashi, ana cire kashi bisa nau'in, ana sulhunta masu samarwa bisa tsawon asusu); POP ana karɓar kuɗin amfani da dandali + jingina + cire kashi na nau'in (bisa bisa da jadawalin kuɗaɗen hukuma); talla shine Jingzhuntong (JD Express/Shopping Touchpoints/Haitou); kuɗin ɗakin ajiya da isarwa na JD Logistics bisa sabis; tun daga Fabrairu 2025 dandali ya shiga isar da abinci da babban tallafi, sabbin ayyuka kamar isar da abinci sun yi asarar kusan biliyan 46.6 a 2025 (babban mai cin kuɗi), fa'idar zirga-zirgar lokacin tallafi a bayyane take amma ba ta dawwama.

Getting traffic

Zirga-zirgar halitta na bincike + shawarwari (karkatar zirga-zirga zuwa sarrafa kansa a bayyane take, 3C/kayan lantarki na gida suna da tunanin na farko); tsarin talla na Jingzhuntong; membobin PLUS suna da sake siyayya mai yawa; JD Seconds Delivery na e-commerce na nan take da isar da abinci suna kawo sabbin wurare masu yawan amfani. DAU na Double 11'25 227 miliyan, masu amfani na shekara 700 miliyan+.

Fulfilment & logistics

JD Logistics yana da ɗakin ajiya da isarwa na kansa, isar da rana ɗaya/rana ta gaba ita ce mafi ƙarfi a cikin ƙasar; mai kasuwanci zai iya shiga ɗakin ajiya na JD (ajiya + isarwa wuri ɗaya) ko aikawa da kansa, masu kasuwanci na POP da suka zaɓi JD Logistics suna samun ƙarin maki na ƙwarewa da nauyin zirga-zirga; sarkar sanyi tana rufe abinci mai ɗanɗano.

Payments & settlement

JD Pay + WeChat/Alipay da sauransu, sulhu da Yuan; masu samarwa na sarrafa kansa ana sulhunta bisa tsawon asusu na kwangila (yawanci kwanaki da dama); POP ana sulhunta bisa tsawon asusu bayan tabbatar da karɓar kaya (bisa ƙa'idodin dandali).

Compliance

Ana buƙatar cancantar kamfani, izinin alama da rahoton duba inganci; 3C/kayan lantarki na gida da sauransu suna buƙatar takardar shaida ta tilas na CCC; e-commerce na cikin gida yana biyan haraji; ƙa'idodin dandali suna da ƙarfi (tabbacin ingantattun kayayyaki, kwanaki bakwai ba tare da dalili ba); jigilar JD Logistics na da buƙatun bin ka'ida na aminci.

Key risks

(1) Sabbin ayyuka (isar da abinci/e-commerce na nan take) sun yi asarar kusan biliyan 46.6 a 2025, riƙe umarni bayan raguwar tallafi yana da shakku (manyan ukun sun kona kusan biliyan 220 a shekara ɗaya); (2) ƙara kuɗin shiga ba tare da ƙara riba ba — 2025 kuɗin shiga +13% amma rikicin ma'aunin riba (biliyan 27 vs biliyan 19.6), kafofin watsa labarai sun ce riba ta faɗi sosai; (3) rikicin GMV da Douyin ya ci gaba (JD.com ya musanta, ya ce har yanzu ya riga da kusan tiriliyan 1); (4) matsin ciniki da tsawon asusu na masu kasuwanci na sarrafa kansa, masu kasuwanci na POP suna fuskantar kuɗin ɗaure jigila.

Best-fit sellers

Ya fi dacewa da alamu na samfuran daidaitattu kamar 3C/kayan lantarki na gida/dijital/kayan jarirai da masana'anta/alamu masu ƙarfin sarkar samarwa (masu iya yarda da tsawon asusu da duba inganci); POP ya dace da ƙanana da matsakaici alamu waɗanda suke son amfani da ƙwarewar jigila a matsayin tallafi; bai dace da white-label na ƙarancin farashi kawai da ƙananan kayayyaki masu yawan amfani da ƙarancin farashi ba (babban kashi na kuɗin jigila, ribar ba ta iya rufewa).

Sources

research/sections/cn_platforms.md §4.2.3; research/China_ecommerce_top5_research.md §2#3; https://www.pai.com.cn/213993.html; http://stock.10jqka.com.cn/hks/20260305/c675102972.shtml; https://www.stcn.com/article/detail/3663699.html; https://api.bianews.com/news/details?id=212415

QA waɗanne yankuna JD.com ya shiga Top 5, kuma yaya aka jera shi?

JD.com ya bayyana a jerin Top-5 na yankuna 1: China.

Rabo da aka bayyana/kima (0 / 1 dandamali)Tsawon sanda yana nuna tsarin matsayi kawai — babu adadin rabo da za a kwatanta
Faɗaɗa: cikakken teburin bayanai na kowane yanki (GMV / kudaden shiga / rabo / girma / matsayi)
Yanki# GMV / kudaden shiga Rabo Girma Matsayi
Sin3~¥4.5T (jita-jita na 2024)Matsayi 2-4 ana hamayya sosai (an nuna shi azaman tari)2025 kudaden shiga ¥1,309.1B (+13%); net riba ¥27B1P 3C/na'urori + nasu dabaru + JD Bayarwa Nan take; ya shiga isar da abinci a cikin 2025; da'awar har yanzu ¥1T a gaban Douyin

QYaya matsayin gasa ya bambanta bisa yanki?

  • Sin(#3):1P 3C/na'urori + nasu dabaru + JD Bayarwa Nan take; ya shiga isar da abinci a cikin 2025; da'awar har yanzu ¥1T a gaban Douyin

QIna wannan shaida ta fito?

Kowane adadi an ɗauke shi daga rahoton Top-5 da binciken majiyoyi na waccan yanki. Babu canji tsakanin yankuna ko sabbin kimar: