美团高管首次公开发文，犀利评价京东外卖

Core Viewpoint - Meituan's CEO publicly critiques JD's entry into the food delivery market, emphasizing that the trend of instant retail is unstoppable and that Meituan's non-food daily orders have surpassed 18 million [1] Group 1: Meituan's Position - Meituan's non-food daily orders have exceeded 18 million, indicating strong performance in instant retail [1] - The company plans to officially launch its instant retail brand soon, despite potential disruptions [1] - Meituan's CEO suggests that the development of instant retail will create new user experiences that will meet growing consumer demands [1] Group 2: JD's Strategy - JD has launched a "quality dining merchant" recruitment initiative, offering zero commission for merchants joining before May 1, 2025, posing a challenge to Meituan [2] - JD plans to invest over 10 billion yuan in subsidies within a year, including daily food delivery coupons, to stimulate demand [2] - JD's CEO states that the focus is on addressing industry pain points and fulfilling user needs rather than merely competing with existing platforms [2] Group 3: Industry Dynamics - The food delivery market is perceived as a broad field capable of accommodating multiple platforms, with ongoing growth in demand [3][4] - Experts believe JD's entry into the food delivery market can enhance its logistics efficiency and better serve its membership base [3] - The competition among internet giants is intensifying, with platforms exploring new business areas such as fresh food delivery and local services [4]