Platform Intelligence

JD.com

JD.com n’ahịa azụmahịa ịntanetị mpaghara 1: China — GMV / òkè / uto / ọnọdụ site n’akụkọ Top-5 nke mpaghara ọ bụla.

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

Nine dimensions merchants should review before joining:

Merchant snapshot

Dabara adabara maka brands ngwaahịa ọkọlọtọ 3C/ngwa ụlọ na ndị na-ahụta ahụmịhe lọjistik: self-operated + lọjistik nke aka nwere echiche ngwaahịa ziri ezi kachasị ike, mana uru na-enwe nrụgide, azụmaahịa ọhụrụ dịka nnyefe nri na-ere ego.

Entry requirements

Self-operated (1P) bụ ụdị JD zụrụ ma na-ere n'aha onye na-ere ere, onye na-ere ere na-enye ngwaahịa, ikpo okwu na-ekpebi ọnụahịa na imezu, ọnụ ụzọ dị elu; open platform (POP) chọrọ ikike ụlọ ọrụ + ikike brand, ịkwụ ego nchekwa na ụgwọ ojiji ikpo okwu, ihe dịka 80% ụdị na-akwado ịmalite ụlọ ahịa ọnwụnwa ¥0 [Paidai]; ndị na-ere ere mba ofesi nwere ike ịbanye site na ọwa JD International/Global (JD Worldwide). Asụsụ bụ Chinese ka ọ dị.

Fee structure

Self-operated bụ ụdị ọkọnọ/joint (JD na-ekpebi ọnụahịa, na-ewepụ dịka ụdị, nchikota oge akaụntụ ndị ọkọnọ); POP na-ana ụgwọ ojiji ikpo okwu + ego nchekwa + commission ụdị (dịka tebụl ego ọrụ gọọmentị si dị); mgbasa ozi bụ JingZunTong (京东快车/购物触点/海投); ụgwọ nchekwa/nnyefe JD Logistics dịka ọrụ si dị; site na February 2025 ikpo okwu ji nnukwu nkwado banye nnyefe nri, azụmaahịa ọhụrụ dịka nnyefe nri 2025 tụfuru ihe dịka ¥46.6 ijeri (“anụ ọkụ kacha eri ego”), uru trafik oge nkwado pụtara ìhè mana adịghị adịgide.

Getting traffic

Trafik okike ọchụchọ + nkwado (nkwado self-operated pụtara ìhè, echiche 3C/ngwa ụlọ nke mbụ); usoro mgbasa ozi JingZunTong; ndị otu PLUS imeghachi azụmaahịa dị elu; JD 秒送 instant retail na nnyefe nri na-eweta ọnọdụ ọhụrụ ugboro ugboro. DAU Double 11'25 nde 227, 700 nde+ ndị ọrụ kwa afọ.

Fulfilment & logistics

JD Logistics nchekwa/nnyefe nke aka, ahụmịme otu ụbọchị/echi ya kacha ike na China; ndị na-ere ere nwere ike banye ụlọ nkwakọba ihe JD (nchekwa + nnyefe n'otu) ma ọ bụ iziga n'onwe ha, ndị POP na-eji JD Logistics na-enweta akara ahụmịhe na ịdị arọ trafik; ụgbọ n'azụ oyi na-ekpuchi ihe ọhụrụ.

Payments & settlement

JD Pay + WeChat/Alipay wdg, nchikota RMB; ndị ọkọnọ self-operated na-akwụ ụgwọ dịka oge akaụntụ nkwekọrịta (na-abụkarị ọtụtụ ụbọchị iri); POP na-akwụ dịka oge akaụntụ mgbe nkwenye ịnata gasịrị (dịka iwu ikpo okwu).

Compliance

Chọrọ ikike ụlọ ọrụ, ikike brand na akụkọ nyocha ogo; 3C/ngwa ụlọ wdg chọrọ asambodo mmanye CCC; ecommerce ụlọ na-akwụ ụtụ; iwu ikpo okwu siri ike (nchebe ngwaahịa ziri ezi, nloghachi ụbọchị 7 enweghị ihe kpatara); JD Logistics na-ebu ihe nchekwa/ịchịkwa nchekwa.

Key risks

1) Azụmaahịa ọhụrụ (nnyefe nri/instant retail) 2025 tụfuru ihe dịka ¥46.6 ijeri, njide iwu mgbe nkwado kwụsịrị ka nwere obi abụọ (nnukwu atọ gbakọtara ihe dịka ¥220 ijeri n'ime otu afọ); 2) ego na-abawanye mana uru anaghị — 2025 ego +13% mana ọnụ ọgụgụ uru esemokwu (¥27 ijeri vs ¥19.6 ijeri), mgbasa ozi na-ekwu “uru dara nke ukwuu”; 3) esemokwu Douyin ruru/karịrị GMV na-aga n'ihu (JD jụrụ, na-ekwu ka ọ na-edu ihe dịka ¥1 trillion); 4) nrụgide mkparịta ụka na oge akaụntụ ndị na-ere ere self-operated, ndị POP na-eche ụgwọ njikọ lọjistik.

Best-fit sellers

Dabara adabara kachasị maka brands ngwaahịa ọkọlọtọ 3C/ngwa ụlọ/digitals/nwa na nne na ndị nrụpụta/ndị nwe brand nwere ike ọkọnọ siri ike (nwee ike ịnabata oge akaụntụ na nyocha ogo); POP dabara adabara maka obere brands na-eji nkwado ahụmịhe lọjistik; adabaghị maka ngwaahịa ọcha ọnụ ala na obere ngwaahịa ọnụ ala ugboro ugboro (ụgwọ lọjistik dị elu, uru anaghị ekpuchi).

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

QNa mpaghara ole ka JD.com ruru Top 5, ọ nọ n’ọkwa ole?

JD.com pụtara na ndepụta Top-5 nke mpaghara 1: China.

Òkè ekwupụtara/atụmatụ (0 / 1 nyíà)Ogologo ogwe na-egosi naanị usoro ọkwa — enweghị ọnụọgụ òkè a ga-atụnyere
Gbasaa: tebul data zuru ezu site na mpaghara (GMV / ego / òkè / uto / ọnọdụ)
Mpaghara# GMV / ego Òkè Uto Ọnọdụ
Chaina3~¥4.5T (asịrị 2024)Ọkwa 2–4 ​​na-asọrịta mpi (egosiri dị ka ụyọkọ)2025 ego ha nwetara ¥1,309.1B (+13%); net uru ¥27B1P 3C/ngwaọrụ + ngwa ngwa + JD Nnyefe ngwa ngwa; banyere nnyefe nri na 2025; na-ekwu ka ¥1T n'ihu Douyin

QKedu ka ọnọdụ asọmpi si dị iche site na mpaghara?

  • Chaina(#3):1P 3C/ngwaọrụ + ngwa ngwa + JD Nnyefe ngwa ngwa; banyere nnyefe nri na 2025; na-ekwu ka ¥1T n'ihu Douyin

QEbee ka ihe akaebe a si bịa?

Ọnụọgụ ọ bụla sitere n’akụkọ Top-5 na nyocha isi mmalite nke mpaghara ahụ. Enweghị ntụgharị n’ofe mpaghara ma ọ bụ atụmatụ ọhụrụ: