Not Just Delivering Food, JD.com’s Automotive Ambitions Are Unstoppable!

In 2025, JD.com seems destined to be with"Acceleration"Three words are closely connected.

From joining the food delivery battle at the beginning of the year to accelerating its layout in the automotive field by mid-year, this company, which focuses on e-commerce and logistics, is expanding its business boundaries at an impressive speed.

In the automotive field, from the road testing of the unmanned light truck "JD Logistics VAN" to the establishment of the JD Auto Modification Brand Alliance, from the continuous expansion of JD Auto Maintenance services to the latest strategic cooperation with BYD Commercial Vehicles,JD.com's automotive ambitions have already come to the surface.

Behind this series of actions is JD.com's approach to the new energy vehicle market.Especially the precise positioning in the field of logistics vehicles.With the rapid development of the new energy vehicle industry, the traditional landscape is being disrupted, and JD.com, leveraging its unique advantages, may become a key variable stirring up the market.

"Automobiles" are a natural extension of JD.com's business.

JD.com's strength can support its ambitions.

The latest financial report shows that in the second quarter, JD.com's revenue reached 356.7 billion yuan, a year-on-year increase of 22.4%.Set a new record for revenue growth rate in nearly three years.

Of course, the losses caused by the newly launched food delivery business this year have far exceeded expectations, dragging down the group's overall operating profit. In the second quarter, net profit attributable to shareholders was 6.2 billion yuan, a year-on-year decrease of 51%.

Fortunately, JD has a solid foundation.As of June 30, 2025, JD.com’s cash and cash equivalents, restricted cash, and short-term investments totaled 223.4 billion yuan.

Sufficient ammunition provides it with the confidence to venture into new territories.

Since the beginning of this year, JD.com has not only vigorously launched a delivery war but also accelerated its layout in the automotive field. "Automotive" for JD.com is not a mere whim.It is precisely based on the natural extension of its core business.As one of the largest e-commerce platforms in China, JD.com has a vast logistics network and significant delivery demands.

In July, JD Logistics officially launched its self-developed unmanned light truck product.JD Logistics VANIt is precisely due to its in-depth exploration of intelligent logistics solutions.

This electric light truck integrated with autonomous driving technology not only reduces logistics costs and improves delivery efficiency, achieving an unmanned transportation closed loop from warehouse to station and from station to door, but also represents JD.com's forward-looking layout for the future logistics model.

Before this,The expansion of JD Auto Care business and the establishment of the automotive modification brand allianceThis demonstrates JD.com's determination to build an automotive service ecosystem. Currently, the after-sales brand "JD Car Care" has established over 2,500 stores nationwide, covering more than 200 cities across the country.

The recent collaboration with BYD Commercial Vehicles marks a new stage in JD.com's layout in the new energy vehicle sector.

BYD, as a global leader in new energy vehicles, has significant advantages in core technologies such as the three electric systems and vehicle manufacturing. In the future, their collaboration may extend beyond vehicle procurement to include joint development of customized logistics vehicles and exploring the application of autonomous driving technology in logistics scenarios, among other deep cooperative efforts.

What JD.com wants has never been simply "e-commerce car sales," but rather to build a comprehensive service system covering the entire chain including car sales, parts, maintenance, and modifications.

02 Or Reshape the Industry Landscape

Supply chain and logistics are JD.com's most competitive fundamental capabilities.Therefore, venturing into the logistics vehicle sector became a matter of course.

As a company with a self-built logistics system, JD.com's advantage lies inIts vast application scenarios and data accumulationIn other words, JD possesses extensive vehicle operation data and scenario demand information, which provides valuable basis for vehicle research and optimization.

At the same time, its strong supply chain management capabilities and nationwide service network can provide strong support for the automotive business.

In the new energy vehicle market, especially in the field of logistics vehicles,We are currently at a critical stage of transformation and upgrading.Driven by multiple factors such as policy support, technological upgrades, and the expansion of application scenarios, the annual sales of new energy logistics vehicles have surged from less than ten thousand units to 457,000 units in 2024, with a penetration rate surpassing 20%... However, industry pain points such as insufficient charging infrastructure, range anxiety, and inadequate after-sales service still persist.

JD.com's entry is likely to offer new solutions to these problems.

Traditional car manufacturers focus on vehicle manufacturing, while tech companies concentrate on intelligent technology. JD.com leverages the characteristics of "scenario application + service network," which may enable it to find a unique niche in the new energy logistics vehicle market and even reshape the industry's landscape.

Certainly, the challenges faced by JD.com cannot be underestimated. The automotive manufacturing industry has high technical barriers, requires significant capital investment, and has long return cycles, which are completely different from the strategies of the internet industry. Meanwhile, the competition in the new energy logistics vehicle market is becoming increasingly fierce, with traditional car companies accelerating their transformation.JD.com also needs to find its own differentiated advantages.

Conclusion

Observing JD.com's layout in the automotive field reveals its strategic approach:Based on our own logistics needs, we will enter the market through technological development and strategic cooperation, gradually building an automotive ecosystem service system.This development path, which progresses from the inside out and from points to areas, not only controls risks but also leaves room for future expansion.

JD's ambition in the automotive sector goes beyond becoming just a car manufacturer or service provider. It aims to drive the digital transformation of the entire automotive industry through technological and model innovation.The landscape of new energy logistics vehicles may be facing new changes.

In the future, as JD.com's automotive business continues to deepen, we may see the emergence of more innovative products and service models. Whether JD can achieve real "acceleration" in the new energy logistics vehicle market is worth looking forward to.