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Core Viewpoint - JD.com has launched a "100 billion subsidy" plan for its new food delivery service, aiming to challenge Meituan's dominance in the local life sector and instant retail market [1][10]. Group 1: JD.com's Strategy - JD.com plans to invest over 100 billion yuan in the next year to disrupt Meituan's market share in food delivery and instant retail [1][10]. - The company is integrating its food delivery service into its main platform and utilizing its logistics network to enhance service delivery [7][10]. - The subsidy program includes a 20 yuan discount for first orders and daily distribution of 100,000 vouchers, indicating a strong commitment to gaining market presence [10]. Group 2: Meituan's Response - Meituan's executive Wang Puzhong publicly criticized JD.com's entry into the food delivery market, suggesting that JD.com is desperate to compete [3][5]. - Wang's comments reflect Meituan's concern over the competitive pressure posed by JD.com's aggressive strategy in the food delivery sector [5][12]. Group 3: Market Dynamics - The current landscape of instant retail is becoming increasingly competitive, with a "dual oligopoly" forming between Meituan and JD.com [12]. - Meituan has advantages in supply flexibility and user loyalty, while JD.com relies on its warehousing and delivery efficiency [12][16]. - JD.com faces significant challenges in catching up to Meituan's established user base and order volume, which exceeds 40 million daily [16]. Group 4: Long-term Outlook - JD.com's extensive traffic from its e-commerce platform and its logistics network provide it with potential to reshape the market dynamics [18]. - The outcome of JD.com's food delivery venture remains uncertain, with the possibility of either success or failure depending on its execution and market conditions [18].