JD.com has a "heavy" forward. Why do you win the top 500 in the world?
Author:Taoism is always reasonable Time:2022.08.06
On August 3, the latest World Fortune 500 list was announced. From the list, the total operating income of the list of companies was about US $ 37.8 trillion, a significant increase of 19.2%over the previous year. Among them, there were 145 companies on the list in my country, and the number of large companies continued to rank first in various countries. Moreover, the revenue of Chinese companies accounting for 31%of the total revenue of 500 companies on the list, surpassing the United States for the second consecutive year.
Specifically, many companies in my country have risen, of which JD.com is particularly dazzling. Six years ago, JD.com first ranked 366th, and this year has jumped to 46th, and it ranks first in the domestic industry for 6 consecutive years. It has become the only Chinese company in the Internet and retail industry to enter the top 50.
In the past two years, affected by the epidemic, the global economy has declined, and the operation of enterprises has generally encountered an impact of uncertain factors, and the crisis is over. In this context, JD.com's changes in the ranking of the World Fluster 500 list shows a rare growth vitality. From 2020, JD.com has positioned it as a supply chain technology and service company. This continuous and stable growth seems to have already shown.
Focusing on the open supply chain, JD.com realized the "heavy" of infrastructure and the "light" deep integration of digital technology, and then had the ability to cross the cycle under the changing external environment.
New physical enterprise upward
If you look closely at the ranking of the Fortune 500 list this year, you can actually find a lot of changes. First, real estate developers have decreased, Evergrande, Sunac, and China Resources Land. These three real estate giants have fallen on the list. Even if the average operating income has increased, the average profit has been reduced to US $ 2.87 billion; The second is that car companies are active. Volkswagen ranks more than Toyota Motor, recapture the title of "the world's largest car manufacturer", and new energy vehicle companies BYD were on the list for the first time.
Then there is JD.com, and JD.com has advanced to the top 50 for the first time. Among the top 50 Chinese companies focusing on large state -owned enterprises and manufacturing giants, it is extremely prominent.
The significance of the World Fortune 500 list is not the ranking, but that we can often see the rise and fall of enterprises or industries through this most intuitive ranking, and to see the gap between large companies. In this year's list, the squeezed real estate developers represent that the bubble of real estate in my country is disappearing, and the largest rising Jingdong may mean recognition of the value of new physical enterprises.
This is a good change in my country's economic and social level.
As a new type of physical enterprise, since JD.com opened its own supply chain infrastructure and technology, the proportion of foreign customers 'external customers' income from JD Logistics has continued to increase, becoming a highlight of JD.com's performance, and continuously promoting the growth of company revenue and profits, and this is also this is also Why is JD.com's internal logic rising so fast in the world's top 500 list.
According to the financial report in the first quarter, the net income of JD Group was 239.7 billion yuan, an increase of 18.0%year-on-year, exceeding the market's general expected 15%-17%, and the growth rate was significantly stronger than the large market. According to data released by the National Bureau of Statistics, the national online retail sales in the first quarter of 2022 were 3012 billion yuan, a year -on -year increase of only 6.6%.
The service revenue that drives Jingdong's performance is the service income. During the reporting period, the product revenue and service revenue increased by 16.6%and 26.3%compared with the same period of 2021. Among the service revenue, logistics revenue increased by 22%year -on -year, which was close to the platform and advertising service revenue. Essence This is mainly due to the increase in external customers. In the first quarter, external customers' income was 16 billion yuan, accounting for 58.4%.
The unique advantage of the new physical enterprise is to serve the real economy through real fusion, with physical+digital capabilities, JD relying on its own digital intelligence social supply chain, and serving upstream and downstream enterprises in the supply chain, not only to ensure the supply chain for these entity companies Stability and reliability, and deep into digital transformation, providing a complete solution for it to help enterprises reduce costs and increase efficiency.
JD Group, including JD Logistics, has more and more external customers. The side confirms the recognition of the value of JD.com's supply chain. In turn they use the JD.com supply chain infrastructure and technology to make JD.com dig out from their own supply chain more. Large commercial value. And with the increase in external customers, the demand proposed by different industries and different enterprises has different experiences for JD.com to explore standardized and unique solutions and uniquely differentiated solutions. The more external customers, the more flexibly serving different enterprises in the future.
Promote the integration of the chain network, JD.com releases the maximum efficacy of the supply chain
Affected by the epidemic in the past two years, the global economy has encountered a significant impact. In China, the end of the epidemic has become a shadow on the survival and development of the enterprise. In this environment, the stability and reliability of the supply chain are particularly critical. The social, industry and consumers are also deeply appreciated by the importance of the supply chain.
For a simple example, in the first half of the year, the Shanghai outbreak broke out on a large scale. Whether it was large, small and medium -sized enterprises, it could not be raised because the warehouse could not be opened. The second is that there is a driver who can control because of the road control. In this way, we see that all aspects of the supply chain have been blocked, resulting in unable to send merchants and consumers cannot receive goods.
Business flow and logistics are blocked. The operation of upstream and downstream enterprises of the entire supply chain will be affected. Even if it returns to normal, most enterprises will give business due to various problems such as inventory backlog, increased logistics costs, and decreased operating efficiency. Restore brings new pressure. JD showed a unique advantage of the supply chain infrastructure in the Shanghai anti -epidemic. On the one hand, through the warehouse network established across the country, Jingdong Logistics can assemble and transport materials at the fastest speed; on the other hand, in order to ensure the last mile of delivery, Jingdong Logistics has mobilized Super in Beijing, Guangdong, Hainan and other places. 5,000 courier, sorters and other front -line personnel reinforce Shanghai to ensure the safety investment.
After the difficulty of the epidemic, more and more enterprises have improved the priority of the stability of the supply chain, and JD.com can still maintain relatively smooth and efficient operations under such difficulties. The first choice. This is also reflected in the first quarter of JD Logistics. The number of customers in JD Logistics' outer integrated supply chain customers and the average number of individual customers have increased steadily. The number of external integrated supply chain customers is about 59,000, an increase of nearly 20%year -on -year.
This growth is parallel with the development of JD business. JD Logistics has attracted more and more external customers. With the help of JD Logistics integrated supply chain, they are looking for incremental and new growth. The growth of these individuals is feedback to JD.com retail, which has driven JD business simultaneously.
Of course, there is a question here. Compared with other companies, why can JD.com release a greater supply chain effect? This has to mention JD.com's "chain network fusion".
What is chain network fusion? Theoretically, all links on the supply chain should be unobstructed, stable, and reliable, and cannot be separated from the smooth flow of commodity flow, logistics, information flow, and capital flow. It has achieved penetration with the network. The supply chain can overcome the blocking and breakpoints of a single chain, which is more guaranteed in terms of access. In particular, the external factors have changed frequently. Once a certain point is blocked, the chain network fusion can still quickly find a new path and get through. In contrast, some platforms lack the cargo network, and it does not have the ability to connect the goods; some platforms need to rely on the delivery capacity of the external warehouse because they are not self -built logistics.
Therefore, for enterprises, JD.com also has cargo network, warehouse network, and technology base cloud network at the same time, which has been opened to each other. The supply chain service it provides is more attractive. JD.com has risen deep logic in the world's top 500.
In addition to bringing stable supply chain solutions to enterprises, the deeper value is to digital transformation, especially for small and medium -sized enterprises. After the epidemic, although SMEs are aware of the urgency of digital transformation, they can be used in factors such as funds, ideas, and talents. Under the pressure of survival pressure, it is difficult for them to take the first step of transformation.
JD.com provides enterprises with supply chain services through the "Three Networks", which provides an opportunity for the digital transformation of small and medium -sized enterprises and small and medium -sized stores.
For example, a chain convenience store with a line of passenger flow, in the process of chain network integration, with the help of Jingdong's cargo network, convenience stores first have high -quality sources and realize the digitalization of the goods. Improve delivery efficiency; through cloud networks, it can also help convenience stores to achieve digital transformation and upgrading, and improve the quality and efficiency of operations.
JD.com's hourly purchase and JD home as JD.com's real -time retail business played an important role in promoting in the "cargo network" link, which can make goods operate quickly and help high -quality development of physical retail. Corresponding to the retail model of "online ordering, delivery of stores, and delivery within the commodity hours", comprehensively connect online and offline, so that store coverage, service customer base, distribution timeliness, and user experience are improved. , Help the sales growth of omni -channels of physical stores. At the same time, based on Jingdong's supply chain capacity, optimize the structure and supply chain management, and help physical stores reduce costs and increase efficiency.
At present, JD.com purchased and JD.com has cooperated with more than 150,000 full -class physical stores, covering more than 1,700 counties and cities, covering supermarket freshness, mobile phone appliances, medical health, beauty skin care, home clothing, flowers, baking, mother Many categories such as babies.
To help the truth, help enterprises from "blood transfusion" to "hematopoietic"
Shortly before the release of the World Fortune 500 list, the list of "Brandz China Global Global Brand in 2022" was also officially released. Nearly 10 %. The core of Jingdong's brand is still the supply chain, highly efficient global supply chain solution, which not only serves domestic companies that want to go out to the sea, find increments for them, and also help cross -border trade recovery.
This is also one of the reasons why JD.com can grow against the trend under the influence of the epidemic. Taking TCL as an example, as the domestic appliance industry enters the market downturn, TCL has stepped up to seek overseas markets. In Indonesia, JD.com has paved the way for TCL to enter the Indonesian market by establishing a stable and efficient supply chain infrastructure.
However, when the external environment changes fiercely, the stability and reliability of the supply chain is important, but how to seize market changes and improve the ability of hematopoiesis after the epidemic is more concerned about the company. That's why.
During the mid -University -Pacific promotion event in 618 this year, the large and small offline stores in Changsha ushered in a peak of subsidy coupons under the drive of consumer coupons. For example, after the launch of JD.com and the Buwe Lotus from JD.com, the ping effects and effectiveness of the store operations have been improved, bringing a new increase in performance. The year -on -year increase increased by more than 250%. JD.com ’s purchase and JD.com’ s help to the bee lotus is not only there. Li Yan, director of the omnipotent channel of the South China District, said, “Our online sales contribution in 2020 is less than 8%, and by the fourth quarter of 2021 It has exceeded 20%. " After accessing JD.com's real -time retail business, Bu Bee Lotus not only extended the development of its omnicular business, but also improved the operating efficiency of stores. "We and JD.com have created a good store project to improve the fresh quality standards of stores, enrich fresh products, and reduce the shortage of fresh stocks and dissatisfaction with the order rate, bringing users a better shopping experience. Nowadays Our South China District Rawlings stores up to 80%. "
Compared with large -scale supermarkets, the industrial leading factories are more important to survive, especially the manufacturing industry has the problem of overcapacity. The repeated epidemic is not only allowed many companies that are mainly foreign trade exports to lose a lot of orders, but also exacerbate The pressure of overcapacity brings to the enterprise.
The production capacity on the industry is not unrealistic, but the supply side and consumer market demand is difficult to connect and match. Greebo is a manufacturing enterprise dominated by gardening tools such as grass cutting machines. It used to be pure foreign trade. Due to the periodicity of the season and other reasons, nearly 1/3 of the production capacity was idle each year. To this end, Greebo wants to use these idle capacity to make a brand for the domestic market, but it is far away from the consumer end for a long time, and Greebo lacks the understanding and judgment of domestic consumer demand.
JD.com can help enterprises through the demand side and supply side through chain network integration, especially with the help of Yunwang's technical force, and use the C2M reverse customization model to provide assistance for the R & D, design, production, and marketing of upstream enterprises.
The biggest feature of JD Industrial Internet Platform, which is built on the basis of the "Three Netcoms", is to serve the entire supply chain, and thanks to the increasing number of upstream enterprises for platform services. JD.com can achieve production capacity synergy through the matching of excess capacity. Therefore, it makes enterprises build a new industry chain more efficient and smooth. Taking Greebo as an example, Greebo wants to produce land washing machines, and cleaning often requires supporting tools. JD.com matches a factory that produces dust cups in the Pearl River Delta, and has successfully connected.
Cooperation of production capacity shows JD.com's technical background, which rely on Jingdong Cloud Digital Intelligent Supply Chain. Jingdong Cloud Smart Supply Chain uses Jingdong Cloud as the technology and service brand to output core technology to the external output, and can provide solutions to different scenarios for different scenarios on the cloud. It will drive the industrial upgrade of the entire industry.
Let the production capacity cross the factory and regions, and the entire production chain flows up to fully collaborate. The scale effect and commercial value created by this process will not only be reflected in the enterprise, but also the expansion of the efficiency of Jingdong's supply chain.
This is a win -win situation.
The basis of helping is also a win -win situation. New physical enterprises drive up the digital transformation and cost reduction of upstream and downstream enterprises in the supply chain industry chain. Realize and develop together.
The Tao is always reasonable, and once used the name of the new media, the Internet and the technology circle new media. This article is an original article.
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