https://www.nasdaq.com/article/jdcom-buy-the-dip-cm1018937
Motley Fool "...In many ways, JD.com resembles Amazon in 2014, when that company was going through its own ambitious investment phase and posting quarterly losses -- the last period during which it would do so. Since then, Amazon stock has risen sevenfold. In Q3 2017, JD added 21 million square feet of warehouse space -- about three-quarters of a square mile -- opening a new warehouse every two days. It has maintained that explosive pace since then, adding another 116 warehouses other the last three quarters. That massive infrastructure provides the company with serious competitive advantages, as the more warehouses it has, the faster it can make deliveries, and the costs of duplicating it present a considerable barrier to entry for would-be rivals. The company is also advanced in automation, with a warehouse in Shanghai that can ship 200,000 orders a day but only employs four people, who maintain the robots that carry out the picking, packing and shipping. ...China is the world's biggest e-commerce market with estimated online sales of $1.1 trillion last year, and that figure is still growing fast."
200000 Bestellungen täglich mit 4 Leuten in Shanghai und Robotern darauf muss man erst mal kommen |