Summary of Key Points
This news report highlights how JD Group is facilitating the transformation of the service industry from "scale growth" to "high-quality development" through its supply chain, AI technology, and service network. On one hand, service revenue now constitutes nearly 23% of JD's total income, becoming a significant growth driver. On the other hand, JD is addressing industry pain points in areas such as home services (homecare, elderly care, pets), and production services (logistics, manufacturing, health) by adopting standardized and intelligent approaches. Additionally, JD is strengthening its foundation through training for blue-collar workers and developing a robotics service system to enhance the quality and expansion of these services.
1. Service Revenue Accounts for Nearly 23%, Becoming a New Growth Engine
JD's financial report for the second quarter of 2026 shows that service revenue reached 79.3 billion yuan, accounting for 22.9% of total income (almost one-quarter). Service revenue grew by 12.9% year-over-year in the first half of the year, with strong growth in sectors such as logistics (+26.5%), health (+17.2%), and manufacturing (+16.3%). This indicates that JD is no longer just a platform for selling goods; services have become a key driver of growth. For example, JD Logistics' delivery services, JD Health's medical services, and JD Industry's supply chain solutions are creating value for both businesses and consumers, making JD's business more resilient.
2. Using the Supply Chain + AI to Address Pain Points in the Service Industry and Promote Standardization and Intelligence
The service industry commonly faces issues such as lack of standards, low digitization, and inconsistent quality of services. JD is leveraging its strengths to overcome these challenges:
- Opening up supply chain capabilities: Sharing its logistics network and inventory management expertise with partners to improve their operational efficiency (for example, merchants can ship goods more quickly by using JD's supply chain without having to build their own warehouses).
- Establishing service standards: For instance, all its cleaning services are provided by internally trained professionals who undergo 20 standard training procedures. In the car maintenance sector, JD has introduced a "5S service standard" that ensures quality and safety, transforming individual skills into standardized processes.
- Deep integration of AI: Using AI for demand forecasting (e.g., predicting high demand for air conditioning installations in certain areas to dispatch more engineers) and digital employees to handle customer service or scheduling tasks. JD is also using AI to train caregivers, turning services from experience-based to data-driven and intelligent.
3. Comprehensive Coverage of Home Services: From Homecare to Elderly Care and Pets
JD is extending its "reliable service" to various aspects of daily life:
- Home services: Sales of home cleaning and appliance cleaning services increased by 200% and 300%, respectively, during the 618 shopping festival. JD offers 30-minute emergency repairs and 24/7 services to address urgent needs.
- Elderly care services: Training professional caregivers for the 320 million elderly in China, providing assistance with bathing and short-term care. It also operates stores showcasing elderly-friendly renovations (e.g., anti-slip floors, smart handrails) and offers national subsidies to reduce costs for elderly service purchases.
- Pet services: Providing comprehensive pet-related services, including connecting customers with pet hospitals nationwide and offering a one-stop platform for booking flights and hotels for pet owners.
These services have increased customer satisfaction and led to double-digit growth in annual active users and PLUS membership numbers.
4. Deepening Investment in Productive Services to Enhance Business Efficiency
In addition to home services, JD is helping businesses with operational challenges:
- Logistics services: Not only delivering goods but also managing inventory and optimizing delivery routes to reduce costs.
- Industrial services: Providing supply chain solutions for factories, such as intelligent procurement and equipment maintenance, to enhance competitiveness.
- Health services: JD Health's "home-based testing" and "nurse home visits" services are available in more cities, addressing the medical needs of employees and individuals.
These productive services have improved business efficiency and expanded JD's service network across various industries.
5. Training for Blue-Collar Workers + Robotics Service System to Strengthen the Service Foundation
For high-quality development in the service industry, talent and technology are essential:
- Blue-collar training: JD offers the largest training program for blue-collar workers in China, covering 183 roles (cleaners, maintenance engineers, etc.), ensuring professional skills through systematic training (e.g., certified cleaners with compensation for delays).
- Robotics services: Filling the demand for robot maintenance, JD has established repair centers in Europe, Germany, France, and the Netherlands to provide on-site repairs for both commercial and household robots, accelerating the adoption of robotics.
These initiatives not only address the shortage of talent and technical barriers in the service industry but also drive its long-term growth.
Conclusion
JD is combining its supply chain, technology, and service network to transform digital intelligence into tangible services that meet consumer demands for quality and help businesses improve efficiency. With the advancement of AI and consumer trends, JD is leading the service industry from meeting basic needs to creating experiential value, opening up new growth opportunities.