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Sacred十里长街
透过事情看本质
IP属地：江苏
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Sacred十里长街
Sacred十里长街
·
08-05 22:48
京东股票会涨吗？
京东币链称，正在进行香港稳定币牌照申请的准备工作
8月5日（周二），市场传闻称，京东等或退出香港稳定币业务。对此，京东币链表示，已关注到市场上的不实报道和谣言，京东币链特此回应，正在进行香港稳定币牌照申请的准备工作。
京东币链称，正在进行香港稳定币牌照申请的准备工作
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Sacred十里长街
Sacred十里长街
·
08-05 21:58
$Tradr 2X Long CRWV Daily ETF(CWVX)$
平仓了走了
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Sacred十里长街
Sacred十里长街
·
08-05 21:29
$Circle Internet Corp.(CRCL)$
这种股不能碰哦，还有CRWV 删除收藏不能碰。
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Sacred十里长街
Sacred十里长街
·
08-05 21:19
$Circle Internet Corp.(CRCL)$
这个真是没有底，什么时候接都是跌[捂脸]
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Sacred十里长街
Sacred十里长街
·
08-01
这些股票都在高位
[捂脸]
浙商证券：牌照发放时点晚于预期 静待新一轮稳定币行情
智通财经APP获悉，浙商证券发布研报称，中国香港金管局于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批牌照的公司有更为清晰的判断，预计新一轮的稳定币行情会更加趋于理性，也会更加聚焦于核心标的。风险提示牌照发放不及预期，技术迭代，监管冲突。
浙商证券：牌照发放时点晚于预期 静待新一轮稳定币行情
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Sacred十里长街
Sacred十里长街
·
07-31
对股东投资回报 不是好事
京东的“最后一个梦”，正在欧洲落地
在欧洲面临竞争加剧、业绩下滑压力的零售商们，能够为京东提供现成的欧洲销售和仓储网络基础，大大加速京东在欧洲零售出海的进展。但京东并未完全放弃海外，表示仍会“持续加码在东南亚、欧洲及北美等地的物流仓储布局”，在供应链领域继续深耕；在零售业态上，则转向了欧洲市场。过去，刘强东曾将国际化描述为“心里面最后一个梦”，想要“在海外再造一个京东”。
京东的“最后一个梦”，正在欧洲落地
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Sacred十里长街
Sacred十里长街
·
07-31
$Tradr 2X Long CRWV Daily ETF(CWVX)$
我是不是T早了[捂脸]
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Sacred十里长街
Sacred十里长街
·
07-31
$Tradr 2X Long CRWV Daily ETF(CWVX)$
终于价格T低了😂跌一夜了，一下窜上来了，真调皮[开心]
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Sacred十里长街
Sacred十里长街
·
07-31
$CoreWeave, Inc.(CRWV)$
现在应该差不多可以参与了吧[财迷]
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Sacred十里长街
Sacred十里长街
·
07-22
从基础 改变我们的 饮食安全
[强]
京东上线七鲜小厨：称联手费大厨等品质餐厅“赶走”幽灵外卖
京东今日宣布，正式启动“菜品合伙人”招募计划，投入10亿现金，面向全国餐饮品牌与个体厨师为1000道招牌菜招募合伙人。
京东上线七鲜小厨：称联手费大厨等品质餐厅“赶走”幽灵外卖
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22:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月5日（周二），市场传闻称，京东等或退出香港稳定币业务。对此，京东币链表示，已关注到市场上的不实报道和谣言，京东币链特此回应，正在进行香港稳定币牌照申请的准备工作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/833133b3f537acc41447e687ea434fc5","relate_stocks":{"JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173573280","content_text":"8月5日（周二），市场传闻称，京东等或退出香港稳定币业务。对此，京东币链表示，已关注到市场上的不实报道和谣言，京东币链特此回应，正在进行香港稳定币牌照申请的准备工作。","news_type":1,"symbols_score_info":{"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192933893656252","authorId":"4192933893656252","name":"趋势为王 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平仓了走了","images":[{"img":"https://static.tigerbbs.com/bf3f9582f3b389687dc3e35b9d7a4f79","width":"1284","height":"3090"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/464392209035360","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"content":"它或许是日线上涨的起点 但是我不拿了 闪人了 不买了","text":"它或许是日线上涨的起点 但是我不拿了 闪人了 不买了","html":"它或许是日线上涨的起点 但是我不拿了 闪人了 不买了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":464387171639568,"gmtCreate":1754400584501,"gmtModify":1754400586781,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这种股不能碰哦，还有CRWV 删除收藏不能碰。","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这种股不能碰哦，还有CRWV 删除收藏不能碰。","text":"$Circle Internet Corp.(CRCL)$ 这种股不能碰哦，还有CRWV 删除收藏不能碰。","images":[{"img":"https://static.tigerbbs.com/d824a403d3771860667624a8b4eeeaa4","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464387171639568","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":464383203291160,"gmtCreate":1754399959966,"gmtModify":1754399965079,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这个真是没有底，什么时候接都是跌[捂脸] ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 这个真是没有底，什么时候接都是跌[捂脸] ","text":"$Circle Internet Corp.(CRCL)$ 这个真是没有底，什么时候接都是跌[捂脸]","images":[{"img":"https://static.tigerbbs.com/a5bb197b285470609086d796676b6faa","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464383203291160","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462747633537216,"gmtCreate":1753981539444,"gmtModify":1753981541349,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"htmlText":"这些股票都在高位<a href=\"\">[捂脸] </a>","listText":"这些股票都在高位<a href=\"\">[捂脸] </a>","text":"这些股票都在高位[捂脸] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462747633537216","repostId":"2555195005","repostType":2,"repost":{"id":"2555195005","kind":"news","pubTimestamp":1753941447,"share":"https://www.laohu8.com/m/news/2555195005?lang=&edition=full","pubTime":"2025-07-31 13:57","market":"hk","language":"zh","title":"浙商证券：牌照发放时点晚于预期 静待新一轮稳定币行情","url":"https://stock-news.laohu8.com/highlight/detail?id=2555195005","media":"智通财经","summary":"智通财经APP获悉，浙商证券发布研报称，中国香港金管局于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批牌照的公司有更为清晰的判断，预计新一轮的稳定币行情会更加趋于理性，也会更加聚焦于核心标的。风险提示牌照发放不及预期，技术迭代，监管冲突。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研报称，中国香港金管局(HKMA)于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。HKMA此次设置过渡期安排，针对2025年8月1日前已在香港发行稳定币的机构，设6个月过渡期，期间可继续运营但需补交申请。过渡期后未获牌照的机构必须停止在港业务。从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批牌照的公司有更为清晰的判断，预计新一轮的稳定币行情会更加趋于理性，也会更加聚焦于核心标的。</p><p><span>浙商证券主要观点如下：</span></p><p><strong>实施稳定币发行人监管制度</strong></p><p><strong>申请时间线：</strong>中国香港金管局(HKMA)于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。有意申请执照的机构请于8月31日或之前联系HKMA。如个别机构认为已准备充分并希望尽早获得考虑，应于9月30日或之前向HKMA提交申请。可以理解为，8月先做意向沟通，9月将会开始接受第一批牌照申请人的申请。</p><p><strong>审核核心要求：</strong>HKMA强调发牌需严格审核三大核心要求：1)合规性：满足储备资产托管、赎回机制、反洗钱等监管要求；2)具体性：提交可行的商业方案及技术落地计划；3)可持续性：证明具备长期运营的财力与技术资源。由于审核流程复杂，且需确保申请机构完全达标，首批牌照预计2026年初发出(这一时间点晚于之前市场预期)。</p><p><strong>过渡期安排：</strong>HKMA此次设置过渡期安排，针对2025年8月1日前已在香港发行稳定币的机构，设6个月过渡期，期间可继续运营但需补交申请。过渡期后未获牌照的机构必须停止在港业务。过渡期间，从事相关稳定币业务的公司或将提早开始先跑通业务链路，等到港币稳定币推出之后，届时相关稳定币业务模式也已基本打磨成熟，即可切换至中国香港稳定币，成为中国香港稳定币最早的应用场景。</p><p><strong>美元稳定币影响：</strong>当前活跃于中国香港的稳定币多属于美元稳定币，如USDT或USDC。如果过渡期结束后相关发行商未取得牌照，也就意味着这些美元稳定币将无法在香港的合规VATP交易所运营。考虑到特朗普之子将于8月到中国香港参加比特币论坛，而特朗普家族也已发出自己的稳定币USD1，未来中美两国是否会在稳定币领域进行合作，如两地合规稳定币互认机制、跨国稳定币监管合作等，或将成为市场关注的焦点之一。</p><p><strong>未来展望：</strong>从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批牌照的公司有更为清晰的判断，预计新一轮的稳定币行情会更加趋于理性，也会更加聚焦于核心标的。</p><p><strong>标的方面</strong></p><p>稳定币主题将向更为理性、规范的方向演绎，推荐<a href=\"https://laohu8.com/S/02598\">连连数字</a>(02598)、<a href=\"https://laohu8.com/S/00863\">OSL集团</a>(00863)，建议关注<a href=\"https://laohu8.com/S/601211\">国泰海通</a>(601211.SH,02611)、<a href=\"https://laohu8.com/S/00267\">中信股份</a>(00267)、<a href=\"https://laohu8.com/S/600958\">东方证券</a>(600958.SH,03958)、<a href=\"https://laohu8.com/S/601601\">中国太保</a>(601601.SH,02601)、耀才证券(01428)、<a href=\"https://laohu8.com/S/000617\">中油资本</a>(000617.SZ)、<a href=\"https://laohu8.com/S/02388\">中银香港</a>(02388)、<a href=\"https://laohu8.com/S/02888\">渣打集团</a>(02888)、<a href=\"https://laohu8.com/S/08540\">胜利证券</a>(00854)。</p><p><strong>风险提示</strong></p><p>牌照发放不及预期，技术迭代，监管冲突。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n浙商证券：牌照发放时点晚于预期 静待新一轮稳定币行情\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 13:57 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1324047.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，浙商证券发布研报称，中国香港金管局(HKMA)于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。HKMA此次设置过渡期安排，针对2025年8月1日前已在香港发行稳定币的机构，设6个月过渡期，期间可继续运营但需补交申请。过渡期后未获牌照的机构必须停止在港业务。从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1324047.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601878":"浙商证券","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK0276":"资本市场","LU1861217088.USD":"贝莱德金融科技A2","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","BK4023":"应用软件","00267":"中信股份","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK1230":"工业集团企业","LU0228659784.USD":"施罗德金砖四国基金","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) 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ACC","BK1564":"中资券商股"},"source_url":"http://www.zhitongcaijing.com/content/detail/1324047.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555195005","content_text":"智通财经APP获悉，浙商证券发布研报称，中国香港金管局(HKMA)于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。HKMA此次设置过渡期安排，针对2025年8月1日前已在香港发行稳定币的机构，设6个月过渡期，期间可继续运营但需补交申请。过渡期后未获牌照的机构必须停止在港业务。从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批牌照的公司有更为清晰的判断，预计新一轮的稳定币行情会更加趋于理性，也会更加聚焦于核心标的。浙商证券主要观点如下：实施稳定币发行人监管制度申请时间线：中国香港金管局(HKMA)于7月29日技术简报会指出，将于8月1日起实施稳定币发行人监管制度。有意申请执照的机构请于8月31日或之前联系HKMA。如个别机构认为已准备充分并希望尽早获得考虑，应于9月30日或之前向HKMA提交申请。可以理解为，8月先做意向沟通，9月将会开始接受第一批牌照申请人的申请。审核核心要求：HKMA强调发牌需严格审核三大核心要求：1)合规性：满足储备资产托管、赎回机制、反洗钱等监管要求；2)具体性：提交可行的商业方案及技术落地计划；3)可持续性：证明具备长期运营的财力与技术资源。由于审核流程复杂，且需确保申请机构完全达标，首批牌照预计2026年初发出(这一时间点晚于之前市场预期)。过渡期安排：HKMA此次设置过渡期安排，针对2025年8月1日前已在香港发行稳定币的机构，设6个月过渡期，期间可继续运营但需补交申请。过渡期后未获牌照的机构必须停止在港业务。过渡期间，从事相关稳定币业务的公司或将提早开始先跑通业务链路，等到港币稳定币推出之后，届时相关稳定币业务模式也已基本打磨成熟，即可切换至中国香港稳定币，成为中国香港稳定币最早的应用场景。美元稳定币影响：当前活跃于中国香港的稳定币多属于美元稳定币，如USDT或USDC。如果过渡期结束后相关发行商未取得牌照，也就意味着这些美元稳定币将无法在香港的合规VATP交易所运营。考虑到特朗普之子将于8月到中国香港参加比特币论坛，而特朗普家族也已发出自己的稳定币USD1，未来中美两国是否会在稳定币领域进行合作，如两地合规稳定币互认机制、跨国稳定币监管合作等，或将成为市场关注的焦点之一。未来展望：从8月1日开始，更多申请信息或逐步披露，比如意向名单、正式申请名单等，届时将对可能会有更大机会拿到第一批牌照的公司有更为清晰的判断，预计新一轮的稳定币行情会更加趋于理性，也会更加聚焦于核心标的。标的方面稳定币主题将向更为理性、规范的方向演绎，推荐连连数字(02598)、OSL集团(00863)，建议关注国泰海通(601211.SH,02611)、中信股份(00267)、东方证券(600958.SH,03958)、中国太保(601601.SH,02601)、耀才证券(01428)、中油资本(000617.SZ)、中银香港(02388)、渣打集团(02888)、胜利证券(00854)。风险提示牌照发放不及预期，技术迭代，监管冲突。","news_type":1,"symbols_score_info":{"601878":1,"00267":0.9,"00863":0.9,"02598":0.9,"02601":0.9,"02611":0.9,"03958":0.9}},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462603454902280,"gmtCreate":1753975836349,"gmtModify":1753975838446,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"htmlText":"对股东投资回报 不是好事","listText":"对股东投资回报 不是好事","text":"对股东投资回报 不是好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462603454902280","repostId":"2555669000","repostType":2,"repost":{"id":"2555669000","kind":"news","pubTimestamp":1753950420,"share":"https://www.laohu8.com/m/news/2555669000?lang=&edition=full","pubTime":"2025-07-31 16:27","market":"us","language":"zh","title":"京东的“最后一个梦”，正在欧洲落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2555669000","media":"白鲸出海","summary":"在欧洲面临竞争加剧、业绩下滑压力的零售商们，能够为京东提供现成的欧洲销售和仓储网络基础，大大加速京东在欧洲零售出海的进展。但京东并未完全放弃海外，表示仍会“持续加码在东南亚、欧洲及北美等地的物流仓储布局”，在供应链领域继续深耕；在零售业态上，则转向了欧洲市场。过去，刘强东曾将国际化描述为“心里面最后一个梦”，想要“在海外再造一个京东”。","content":"<html><body><article><p>原标题：36氪出海·全球化公司｜<a href=\"https://laohu8.com/S/JD\">京东</a>的“最后一个梦”，正在欧洲落地</p><p>作者：施忆</p><p>白鲸出海注：本文为36氪出海发布自白鲸出海专栏的原创文章，转载和使用请前往作者个人主页，联系寻求作者授权。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731163005084v201cdxilswqil5\"/><p>题图来源 | pexels</p><p>京东回到了出海的战场。</p><p>在外卖领域“激战”正酣的京东，近期在出海领域也有大新闻。</p><p>7 月 31 日，京东集团在<a href=\"https://laohu8.com/S/00388\">港交所</a>发布公告，决定通过全资间接附属公司 JINGDONG Holding Germany GmbH 向欧洲领先的消费电子产品零售商 MediaMarkt 及 Saturn 的母公司 CECONOMY AG 所有股东发出自愿公开收购要约，以每股 4.60 欧元的现金对价收购 CECONOMY 所有已发行及流通的不记名股份。</p><p>这份收购报价预计将使 CECONOMY 的估值达到 22 亿欧元（约 181 亿人民币），也将是中国公司近年来在欧洲少见的收购大动作，足见京东对于欧洲市场的决心。</p><p>Ceconomy 2017 年从<a href=\"https://laohu8.com/S/0MPM.UK\">麦德龙集团</a>（METRO GROUP）中独立，目前是欧洲最大的消费电子零售商之一，主营品类为 IT、手机、家电等。Ceconomy 旗下有 MediaMarkt 和 Saturn 两大零售品牌，在欧洲销售网络广泛，尤其德语区（DACH）市场贡献收入比例超过 50%（2023/2024 财年数据）；销售渠道覆盖<a href=\"https://laohu8.com/S/300959\">线上线下</a>，2023/2024 财年公司总计销售额达 224 亿欧元，其中 51 亿欧元来自线上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731163012292v2017t7aikp87zg\"/><p>Ceconomy 旗下零售品牌，来源：公司官网</p><p>根据京东公告，Ceconomy 将继续保持其独立运营，加快其向欧洲领先的全渠道消费电子产品平台转型。京东将为此次合作带来先进的技术、领先的全渠道零售经验，以及物流及仓储能力，助力 Ceconomy，推动其核心业务的深化发展，并充分发挥其市场地位优势。</p><p>Ceconomy 旗下拥有零售、自有品牌、平台、服务和解决方案、零售媒体等业务。如正式收购，可以说给京东提供了一条通往欧洲市场的“快捷通道”。</p><p>这不是京东第一次在欧洲“物色”类似<span>资产</span>。据媒体报道，2024 年京东还曾经考虑过收购英国电子产品零售集团 Currys，最终决定不提出收购。Currys 也是一家在欧洲，尤其是英国和北欧覆盖广泛的零售商。</p><p>在欧洲面临竞争加剧、业绩下滑压力的零售商们，能够为京东提供现成的欧洲销售和仓储网络基础，大大加速京东在欧洲零售出海的进展。</p><p><strong>出海历程：摇摆、沉淀与重构</strong></p><p>相比其他大厂近几年重押跨境电商，京东在零售领域的出海经历了一段时间的摇摆。</p><p>2015 年左右，京东开始入局东南亚电商，同样采取了自建物流、自营电商的重投入模式，一度进展不错，与 <a href=\"https://laohu8.com/S/PFS\">Provident</a> Capital 在印尼成立的合资公司 JD.ID 还获得过印尼互联网 Gojek 投资，估值超过 10 亿美元。但随着东南亚电商平台竞争加剧，京东收缩战线，2023 年先后宣布停止在泰国和印尼的电商和物流服务。</p><p>在其他地区，京东也做过 B2C 跨境平台，后来又转型为 B2B 平台，最终在 2022 年关停。</p><p>但京东并未完全放弃海外，表示仍会“持续加码在东南亚、欧洲及北美等地的物流仓储布局”，在供应链领域继续深耕；在零售业态上，则转向了欧洲市场。</p><p>2022 年，京东在荷兰落地全渠道零售品牌 Ochama，模式为全品类的“超级仓店”；后续又拓宽履约模式，合作增加了更多自提点和自提柜。</p><p>根据官网信息，目前 Ochama 的送货上门服务已覆盖 24 个欧洲国家，在荷兰、德国、比利时和法国拥有数百个自提点和超过 1000 个自提柜。2024 年，Ochama 还在波兰开设了占地面积 27000 平方米的自动化仓库，据公司新闻稿，2024 年 1 月至 10 月期间，Ochama 在波兰和德国的订单同比增长了 284%。</p><p>但相比跨境电商平台，这些点状的布局覆盖面相对仍然较小。</p><p><strong>再出海：零售与物流并重</strong></p><p>经历一段时间的摇摆和沉淀后，近两年京东全球化动作又开始密集了起来。</p><p>供应链是京东一直以来的突出优势，围绕海外仓和一体化供应链，<a href=\"https://laohu8.com/S/02618\">京东物流</a>持续在海外进行“全球织网”。据京东物流财报，截至 2024 年底，京东物流已拥有超 100 个保税仓库、直邮仓库和海外仓库，总管理面积超 100 万平方米，海外仓已覆盖全球 19 个国家和地区。</p><p>2024 年底，京东物流宣布升级出海战略“全球织网计划”2.0，计划推进全球仓网、快递网、航空网“三网并起”的全球供应链物流服务，到 2025 年将全面构建海外仓配“2-3 日达”时效圈，通过全球 19 个国家、超 50 个海外自营仓，海外仓面积也将实现 100% 增长。</p><p>末端物流方面，京东也开始加码海外。2025 年 6 月，京东宣布在沙特阿拉伯推出自营 B2C 快递品牌 JoyExpress，覆盖利雅得、吉达、达曼等城市，提供当日达、货到付款、本地客服等服务，并建立 200 余人本地团队。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250731163013501v201bi4az5hox38\"/><p>京东物流全球履约网络，来源：公司官网</p><p>在海外物流履约能力的基础上，京东也正在以自营、并购等方式，开始切入更多海外零售端场景。</p><p>除了前文提到的 Ochama 外，2025 年 4 月京东宣布正在伦敦地区测试运营欧洲线上零售品牌 Joybuy，并表示欧洲零售服务将在 2025 年年底正式营业；2024 年京东全球售开启海外站点，今年 7 月又宣布开启海外半托管商家的招募，一期面向英美、东南亚、日韩等国家开启招商。</p><p>今年 4 月，据媒体报道，京东还进行了组织调整，原家居家电事业群负责人李帅成为新任国际业务负责人。</p><p>过去，刘强东曾将国际化描述为“心里面最后一个梦”，想要“在海外再造一个京东”。</p><p>今年 6 月，刘强东谈到全球化，提及更多对模式的想法，表示京东的国际业务不会走跨境电商模式，而是本地电商、本地基建、本地员工、本地采购、本地发货，只卖品牌商品的本地电商模式。</p><p>相比轻资产的平台出海模式，京东从物流基建和自营零售切入，模式与国内更类似，资产投入也更重。但从效率和供给入手，或许也是京东在巨头林立的海外零售战场中，最有可能成立的一条差异化路径。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东的“最后一个梦”，正在欧洲落地</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东的“最后一个梦”，正在欧洲落地\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 16:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507311645099729adc4&s=b><strong>白鲸出海</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：36氪出海·全球化公司｜京东的“最后一个梦”，正在欧洲落地作者：施忆白鲸出海注：本文为36氪出海发布自白鲸出海专栏的原创文章，转载和使用请前往作者个人主页，联系寻求作者授权。题图来源 | pexels京东回到了出海的战场。在外卖领域“激战”正酣的京东，近期在出海领域也有大新闻。7 月 31 日，京东集团在港交所发布公告，决定通过全资间接附属公司 JINGDONG Holding ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507311645099729adc4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4220":"综合零售","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4524":"宅经济概念","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","IE0008368742.USD":"首域中国增长基金I Acc","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4503":"景林资产持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4122":"互联网与直销零售","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK4558":"双十一","LU1880383366.USD":"东方汇理中国股票基金 A2 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pexels京东回到了出海的战场。在外卖领域“激战”正酣的京东，近期在出海领域也有大新闻。7 月 31 日，京东集团在港交所发布公告，决定通过全资间接附属公司 JINGDONG Holding Germany GmbH 向欧洲领先的消费电子产品零售商 MediaMarkt 及 Saturn 的母公司 CECONOMY AG 所有股东发出自愿公开收购要约，以每股 4.60 欧元的现金对价收购 CECONOMY 所有已发行及流通的不记名股份。这份收购报价预计将使 CECONOMY 的估值达到 22 亿欧元（约 181 亿人民币），也将是中国公司近年来在欧洲少见的收购大动作，足见京东对于欧洲市场的决心。Ceconomy 2017 年从麦德龙集团（METRO GROUP）中独立，目前是欧洲最大的消费电子零售商之一，主营品类为 IT、手机、家电等。Ceconomy 旗下有 MediaMarkt 和 Saturn 两大零售品牌，在欧洲销售网络广泛，尤其德语区（DACH）市场贡献收入比例超过 50%（2023/2024 财年数据）；销售渠道覆盖线上线下，2023/2024 财年公司总计销售额达 224 亿欧元，其中 51 亿欧元来自线上。Ceconomy 旗下零售品牌，来源：公司官网根据京东公告，Ceconomy 将继续保持其独立运营，加快其向欧洲领先的全渠道消费电子产品平台转型。京东将为此次合作带来先进的技术、领先的全渠道零售经验，以及物流及仓储能力，助力 Ceconomy，推动其核心业务的深化发展，并充分发挥其市场地位优势。Ceconomy 旗下拥有零售、自有品牌、平台、服务和解决方案、零售媒体等业务。如正式收购，可以说给京东提供了一条通往欧洲市场的“快捷通道”。这不是京东第一次在欧洲“物色”类似资产。据媒体报道，2024 年京东还曾经考虑过收购英国电子产品零售集团 Currys，最终决定不提出收购。Currys 也是一家在欧洲，尤其是英国和北欧覆盖广泛的零售商。在欧洲面临竞争加剧、业绩下滑压力的零售商们，能够为京东提供现成的欧洲销售和仓储网络基础，大大加速京东在欧洲零售出海的进展。出海历程：摇摆、沉淀与重构相比其他大厂近几年重押跨境电商，京东在零售领域的出海经历了一段时间的摇摆。2015 年左右，京东开始入局东南亚电商，同样采取了自建物流、自营电商的重投入模式，一度进展不错，与 Provident Capital 在印尼成立的合资公司 JD.ID 还获得过印尼互联网 Gojek 投资，估值超过 10 亿美元。但随着东南亚电商平台竞争加剧，京东收缩战线，2023 年先后宣布停止在泰国和印尼的电商和物流服务。在其他地区，京东也做过 B2C 跨境平台，后来又转型为 B2B 平台，最终在 2022 年关停。但京东并未完全放弃海外，表示仍会“持续加码在东南亚、欧洲及北美等地的物流仓储布局”，在供应链领域继续深耕；在零售业态上，则转向了欧洲市场。2022 年，京东在荷兰落地全渠道零售品牌 Ochama，模式为全品类的“超级仓店”；后续又拓宽履约模式，合作增加了更多自提点和自提柜。根据官网信息，目前 Ochama 的送货上门服务已覆盖 24 个欧洲国家，在荷兰、德国、比利时和法国拥有数百个自提点和超过 1000 个自提柜。2024 年，Ochama 还在波兰开设了占地面积 27000 平方米的自动化仓库，据公司新闻稿，2024 年 1 月至 10 月期间，Ochama 在波兰和德国的订单同比增长了 284%。但相比跨境电商平台，这些点状的布局覆盖面相对仍然较小。再出海：零售与物流并重经历一段时间的摇摆和沉淀后，近两年京东全球化动作又开始密集了起来。供应链是京东一直以来的突出优势，围绕海外仓和一体化供应链，京东物流持续在海外进行“全球织网”。据京东物流财报，截至 2024 年底，京东物流已拥有超 100 个保税仓库、直邮仓库和海外仓库，总管理面积超 100 万平方米，海外仓已覆盖全球 19 个国家和地区。2024 年底，京东物流宣布升级出海战略“全球织网计划”2.0，计划推进全球仓网、快递网、航空网“三网并起”的全球供应链物流服务，到 2025 年将全面构建海外仓配“2-3 日达”时效圈，通过全球 19 个国家、超 50 个海外自营仓，海外仓面积也将实现 100% 增长。末端物流方面，京东也开始加码海外。2025 年 6 月，京东宣布在沙特阿拉伯推出自营 B2C 快递品牌 JoyExpress，覆盖利雅得、吉达、达曼等城市，提供当日达、货到付款、本地客服等服务，并建立 200 余人本地团队。京东物流全球履约网络，来源：公司官网在海外物流履约能力的基础上，京东也正在以自营、并购等方式，开始切入更多海外零售端场景。除了前文提到的 Ochama 外，2025 年 4 月京东宣布正在伦敦地区测试运营欧洲线上零售品牌 Joybuy，并表示欧洲零售服务将在 2025 年年底正式营业；2024 年京东全球售开启海外站点，今年 7 月又宣布开启海外半托管商家的招募，一期面向英美、东南亚、日韩等国家开启招商。今年 4 月，据媒体报道，京东还进行了组织调整，原家居家电事业群负责人李帅成为新任国际业务负责人。过去，刘强东曾将国际化描述为“心里面最后一个梦”，想要“在海外再造一个京东”。今年 6 月，刘强东谈到全球化，提及更多对模式的想法，表示京东的国际业务不会走跨境电商模式，而是本地电商、本地基建、本地员工、本地采购、本地发货，只卖品牌商品的本地电商模式。相比轻资产的平台出海模式，京东从物流基建和自营零售切入，模式与国内更类似，资产投入也更重。但从效率和供给入手，或许也是京东在巨头林立的海外零售战场中，最有可能成立的一条差异化路径。","news_type":1,"symbols_score_info":{"89618":0.9,"09618":0.6,"JD":1}},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462629108822384,"gmtCreate":1753952370135,"gmtModify":1753952381471,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a> 我是不是T早了[捂脸] ","listText":"<a href=\"https://laohu8.com/S/CWVX\">$Tradr 2X Long CRWV Daily ETF(CWVX)$</a> 我是不是T早了[捂脸] ","text":"$Tradr 2X Long CRWV Daily ETF(CWVX)$ 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href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> 现在应该差不多可以参与了吧[财迷] ","text":"$CoreWeave, Inc.(CRWV)$ 现在应该差不多可以参与了吧[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462455175700952","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459378197435160,"gmtCreate":1753189940556,"gmtModify":1753189942367,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred十里长街","avatar":"https://static.tigerbbs.com/11284644c21c4f05ac09d2b5c2b09e7d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"htmlText":"从基础 改变我们的 饮食安全 <a href=\"\">[强] </a>","listText":"从基础 改变我们的 饮食安全 <a href=\"\">[强] </a>","text":"从基础 改变我们的 饮食安全 [强] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459378197435160","repostId":"2553281571","repostType":2,"repost":{"id":"2553281571","kind":"highlight","pubTimestamp":1753160208,"share":"https://www.laohu8.com/m/news/2553281571?lang=&edition=full","pubTime":"2025-07-22 12:56","market":"hk","language":"zh","title":"京东上线七鲜小厨：称联手费大厨等品质餐厅“赶走”幽灵外卖","url":"https://stock-news.laohu8.com/highlight/detail?id=2553281571","media":"雷递网","summary":"京东今日宣布，正式启动“菜品合伙人”招募计划，投入10亿现金，面向全国餐饮品牌与个体厨师为1000道招牌菜招募合伙人。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/36631ae94d7845a3ac76ba84e4c3f7cb\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月22日</span></p><p><a href=\"https://laohu8.com/S/JD\">京东</a>在外卖领域继续发力。</p><p>京东今日宣布，正式启动“菜品合伙人”招募计划，投入10亿现金，面向全国餐饮品牌与个体厨师为1000道招牌菜招募合伙人。</p><p><img src=\"https://static.tigerbbs.com/f6766f8c29524e3091e504603444cdeb\" title=\"2.jpeg\"/></p><p>据介绍，传统餐饮行业长期存在着经营困局——品质餐厅因房租与人力成本高企、传统外卖平台收取高额佣金及供应链限制难以实现规模化发展，特色菜品囿于单店运营无法触达全国市场。</p><p><img src=\"https://static.tigerbbs.com/3a3ab2e4c4264fe08575ef6f502ddb34\" title=\"3.jpeg\"/></p><p>京东称，在新的供应链模式下，合伙人仅需提供菜品配方并参与研发，由合营品质餐饮制作平台“七鲜小厨”承担现炒制作及严格品控，以外卖、自提两种形式销售。竞选胜出成为每道菜品的合伙人后，可直接获得100万元现金保底分成，后续该菜品的销售分成上不封顶。</p><p><img src=\"https://static.tigerbbs.com/218a6944eaa944809c7eb477a6e7638b\" title=\"4.jpeg\"/></p><p>京东还称3年内将投入超百亿资金在全国范围建设超10000个七鲜小厨，合伙人无需付出开店资金投入、人力成本等，就能够实现菜品在全国范围的规模化销售，获得可观的增量收入。</p><p>目前，费大厨、嘉和一品、紫燕百味鸡、朴大叔拌饭等知名餐饮品牌已报名参与招募，成为首批候选合伙人。</p><p><span><span>———————————————</span></span></p><p><span><span>雷递由媒体人雷建平创办，若转载请写明来源。</span></span></p></body></html>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东上线七鲜小厨：称联手费大厨等品质餐厅“赶走”幽灵外卖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-22 12:56 北京时间 <a href=https://www.leinews.com/n30612/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月22日京东在外卖领域继续发力。京东今日宣布，正式启动“菜品合伙人”招募计划，投入10亿现金，面向全国餐饮品牌与个体厨师为1000道招牌菜招募合伙人。据介绍，传统餐饮行业长期存在着经营困局——品质餐厅因房租与人力成本高企、传统外卖平台收取高额佣金及供应链限制难以实现规模化发展，特色菜品囿于单店运营无法触达全国市场。京东称，在新的供应链模式下，合伙人仅需提供菜品配方并参与研发，由合营...</p>\n\n<a href=\"https://www.leinews.com/n30612/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20250722/6388878580362416036354611.jpeg","relate_stocks":{"89618":"京东集团-SWR","09618":"京东集团-SW","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","JD":"京东","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU0228659784.USD":"施罗德金砖四国基金","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY 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7月22日京东在外卖领域继续发力。京东今日宣布，正式启动“菜品合伙人”招募计划，投入10亿现金，面向全国餐饮品牌与个体厨师为1000道招牌菜招募合伙人。据介绍，传统餐饮行业长期存在着经营困局——品质餐厅因房租与人力成本高企、传统外卖平台收取高额佣金及供应链限制难以实现规模化发展，特色菜品囿于单店运营无法触达全国市场。京东称，在新的供应链模式下，合伙人仅需提供菜品配方并参与研发，由合营品质餐饮制作平台“七鲜小厨”承担现炒制作及严格品控，以外卖、自提两种形式销售。竞选胜出成为每道菜品的合伙人后，可直接获得100万元现金保底分成，后续该菜品的销售分成上不封顶。京东还称3年内将投入超百亿资金在全国范围建设超10000个七鲜小厨，合伙人无需付出开店资金投入、人力成本等，就能够实现菜品在全国范围的规模化销售，获得可观的增量收入。目前，费大厨、嘉和一品、紫燕百味鸡、朴大叔拌饭等知名餐饮品牌已报名参与招募，成为首批候选合伙人。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"89618":0.6,"09618":1,"JD":1}},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}