Logistics is part of service revenue. Logistics has always underpinned JD.com's competitive advantage as they have an extensive network. They are leveraging it in three ways:
The obvious way is through driving more volume, increasing density and efficiency.
But the network is opened up for third party businesses, and they hope this will gradually command over half of their logistical capabilities in five years. In the last two quarters alone, they have already attracted over 100 major brands into their logistics platform.
Innovation. The company has ongoing experiments with completely automated warehouses, drone deliveries and self-driving trucks.
seekingalpha.com/article/...om-fast-growth-increasing-margins
in dem artikel steht auch, dass baba ebay modell hat nud JD amazon modell, wer nun größer, einflussreicher ist von den beiden im us markt, ist länger bekannt.
china ist groß genug für 2-3 big player. JD wird nicht untergehen, kann baba machen was sie wollen. ( jd hat mächtige partner, walmart,baidu, tencent, netease ,...)
in 2018 dreht sich die sache, meine meinung, da sich diese partnerschaften dann in den quartalen bemerkbar machen werden.
JD voran! baba jünger raus hier bitte, danke.