Reporter Wang Yubiao
December 23rd to December 29th, 2024
#E-commerce New Retail
NO.1 JD adjusts year-end bonus plan: up to 8 times monthly salary
On December 23rd, JD Group announced the 2024 year-end bonus distribution plan notice. In terms of distribution time, colleagues in the O sequence (grassroots employees such as sorters, deliverymen, etc.) will receive their year-end bonuses on January 26th (December 27th). Colleagues in the P series (professional and technical, project management) will receive their year-end bonus on February 27th. In terms of bonus composition, starting from this year, JD Group's year-end bonus structure has been upgraded to a fixed year-end bonus+target year-end bonus. This year, JD Group upgraded to a 17 month salary department, and the bonus amount will be distributed according to annual performance grading. Colleagues with the highest annual performance of A+will receive an 8-fold monthly salary year-end bonus.
Comment: The adjustment of JD's year-end bonus distribution plan to a certain extent reflects its emphasis on employee incentive mechanisms and internal fairness. By clarifying the timing, composition, and specific amount of bonus payments, JD.com has improved salary transparency, which helps to enhance employees' sense of belonging and motivation.
NO.2 Amazon denies requiring sellers to "choose one from two": it does not conform to the facts and can independently decide sales strategies
Previously, it was reported that Amazon required the top 20 sellers in terms of sales on the platform to choose between Amazon and Temu. On December 24th, Amazon responded by saying, "The claim that Amazon requires sellers to sell exclusively on the Amazon marketplace is untrue. Sellers can independently decide their sales strategies and set product prices on the Amazon marketplace and other sales channels. Sellers can set prices on Amazon themselves and provide consumers with competitive prices through optional tools provided by Amazon
Comment: Amazon explicitly denies requiring sellers to "choose between two" and emphasizes that sellers can independently decide their sales strategies and product pricing, which is in line with the principle of fair competition in the market. In the current fierce e-commerce competition environment, Amazon supports sellers' sales on different platforms by providing solutions such as multi-channel delivery, which to some extent increases sellers' flexibility. Amazon's open attitude also reflects its rapid response to market changes and understanding of seller needs.
NO.3 "Follow the ticket" WeChat to give gifts "red envelopes"? Tiktok e-commerce: relevant functions will be launched in 2023
On December 26, it was reported that Tiktok has been able to give gifts of goods, and supports the group buying of local life and e-commerce to give some goods to friends. The relevant person in charge of Tiktok E-commerce replied that Tiktok E-commerce will go online to shop for family and friends in 2023. Users can use this to purchase products and give them to others, and can also share logistics details synchronously, allowing the gift to convey their feelings while also allowing the other party to keep track of the gift dynamics in real time. Tiktok Life Service said that the "heart to heart delivery" function was launched in January 2024. Up to now, Tiktok users have sent more than 1 billion yuan of group purchase coupon gifts through the free gift function.
Commentary: Extending from personal consumption to social gifting, this strategy helps to enhance user stickiness and platform activity. From the perspective of marketization, the move of Tiktok E-Commerce, to a certain extent, helps to tap and meet the diversified needs of consumers and promote the growth of platform sales.
#Logistics supply chain
NO.1 China Post establishes drone company in Beijing
According to Securities Times, China Post Unmanned Aerial Vehicle (Beijing) Co., Ltd. was recently established, with Xu Ning as the legal representative and a registered capital of 100 million yuan. Its business scope includes the manufacturing of intelligent unmanned aerial vehicles, research and development of intelligent robots, sales of intelligent robots, sales of artificial intelligence hardware, general application systems for artificial intelligence, and integration services for application systems in the artificial intelligence industry. It is wholly owned by China Post Express Logistics Co., Ltd.
Comment: This move reflects China Post's active exploration in the field of low altitude economy. Strengthening the research and application of unmanned aerial vehicle technology, intelligent devices, and other technologies by leading logistics enterprises can not only improve their own logistics efficiency and reduce costs, but may also promote the transformation and upgrading of the entire logistics industry through technological innovation.
NO.2 JD Logistics opens warehouse No.1 in Tokyo, Japan
On December 25th, JD Logistics officially opened its first self operated overseas warehouse in Tokyo, Japan. This warehouse is JD Logistics' first overseas warehouse in Japan and South Korea. After official operation, JD Logistics' Tokyo No.1 warehouse in Japan will provide integrated e-commerce and one-stop supply chain logistics services for Japanese and Korean enterprises, as well as Chinese brands going global to Japan and Korea. On the same day, JD Logistics further announced its development plan in Japan and South Korea. In the next 2 to 3 years, it will continue to lay out multiple self operated overseas warehouses locally and build international routes connecting multiple countries, continuously building a "2-3 day delivery" time circle in the Asia Pacific region.
Comment: As JD's first self operated overseas warehouse in Japan and South Korea, it has certain benefits for JD's integration of e-commerce and the improvement of its supply chain logistics service capabilities in the local market. The strategic layout of building a "2-3 day delivery" time circle in the Asia Pacific region is also an important part of JD Logistics' efforts to improve cross-border logistics efficiency and enhance international competitiveness.
#Life Services
NO.1 Trump: Allow TikTok to continue operating in the United States for a period of time
According to Xinhua News Agency, US President elect Trump stated at a conservative convention held in Arizona on December 22 that he is inclined to allow the short video social media platform TikTok to continue operating in the United States for a period of time. Trump said, "We have received good feedback on this platform, with billions of views
Comment: Trump's statement on TikTok's continued operation in the United States may provide a glimmer of hope for the app's future in the US market. To some extent, this is also a positive signal for TikTok's parent company ByteDance.
Is it increasingly easy to get into a stinky car? Didi Apologizes for Carrying out Odor Vehicle Control
According to Beijing Daily, since the beginning of winter, some citizens have found that the probability of getting a "stinky car" while taking ride hailing services is increasing. On the late night of December 23rd, Didi Chuxing issued a statement apologizing for this and stated that it is currently carrying out the treatment of "odor vehicles". On December 24th, the topic of "Didi apologizes for smelly cars" went viral. Didi stated that the platform is carrying out a special project to control "odorous cars", aiming to improve everyone's driving experience by launching the function of blacking out odorous cars, suspending service training and learning for drivers with high negative air ratings in the car, and conducting positive incentive assessments for driver services.
Comment: By launching the function of pulling black odor cars, Didi has given users more choices and also created positive incentives for drivers to improve their service standards. This measure has a positive effect on improving Didi's brand image and enhancing its market competitiveness.
NO.3 Aoleqi is about to leave Shanghai and will debut in Wuxi and Suzhou in 2025
On December 25th, it was reported that ALDI, a German chain supermarket known as the "pioneer of hard discounts", plans to officially enter the Jiangsu market in the first half of 2025 and launch in Suzhou and Wuxi. In 2017, Aoleqi officially entered the Chinese market through online channels and established the first batch of pilot stores in Shanghai in 2019. Currently, it is positioned as an "affordable community supermarket".
Comment: Aoleqi's plan to leave Shanghai is not only a natural extension of its presence in the Chinese market, but also a part of its long-term strategic planning. In addition, by gaining a deep understanding of the demands and consumption habits of the Chinese market, Oraci has also launched a series of products that are suitable for local consumer preferences. A flexible localization strategy enables it to adapt relatively better to market changes.
Meituan announced that it will establish an algorithm disclosure mechanism and gradually eliminate rider overtime deductions by the end of 2025
On December 27th, Meituan announced that it will take eight measures to promote algorithm orientation. Firstly, promote the normalization of algorithm openness. Secondly, establish a more open and diverse algorithm communication mechanism. Thirdly, further improve the anti fatigue mechanism for riders, and in the near future, a comprehensive anti fatigue measure combining pop-up reminders and mandatory offline will be implemented nationwide. Fourth, improve the incentive mechanism for riders. Fifth, strengthen the behavioral norms and safety guidance of riders during the delivery process. Sixth, increase investment in research and development. Seventh, further improve the work experience of riders. Eighth, actively resolve the pain points and conflicts encountered by riders, merchants, and users, and proactively explore and establish good interactive cooperation with ecological partners. It is worth mentioning that by introducing alternative solutions such as training and point based systems, Meituan will gradually eliminate rider overtime deductions by the end of 2025, promoting a shift from negative penalties to positive incentives.
Comment: By increasing algorithm transparency and establishing open communication mechanisms, Meituan can better establish trust relationships with consumers, riders, and merchants, which is crucial for maintaining customer loyalty and attracting new users. Especially in the fiercely competitive food delivery market, the improvement of rider welfare and working conditions is directly related to the quality and efficiency of services, which in turn affects company performance.
#Innovative Venture Capital
NO.1 Big Model Unicorn, Step Leap Star, Completed Billion Dollar Series B Financing
Recently, the domestic big model unicorn Step Leap Star announced the completion of its Series B financing, with a total financing amount of hundreds of millions of dollars. The core investors in this round include Shanghai State owned Capital Investment Co., Ltd. and its affiliated funds, while strategic and financial investors include Tencent Investment, Wuyuan Capital, Qiming Venture Capital, etc. It is understood that this round of financing will be used to continue investing in basic model research and development, strengthen multimodal and complex reasoning capabilities, and increase coverage of C-end application scenarios through products and ecosystems, providing a rich user experience.
Comment: This round of financing can help the company further promote the development of basic models and the expansion of C-end application scenarios, and is also expected to help it achieve breakthroughs in multimodal and complex reasoning capabilities.
Disclaimer: The content and data in this article are for reference only and do not constitute investment advice. Please verify before use. Based on this operation, the risk is borne by oneself.