Sou Hu Cai Jing·2025-04-22 20:24Core Viewpoint - JD.com has issued a public letter to support delivery riders amid competitive pressure from rival platforms that enforce "choose one" policies, restricting riders from accepting orders from JD.com [2][3] Group 1: Support Measures for Delivery Riders - JD.com guarantees sufficient order volume for riders who have been banned by rival platforms to ensure their income remains stable [2][3] - The company plans to increase full-time rider recruitment from 50,000 to 100,000 over the next three months [2][3] - JD.com offers priority job placement for the partners of riders, aiming to enhance household income through dual-income opportunities [2][3] - The company will not enforce "choose one" policies on part-time riders, encouraging them to maximize their income by accepting orders from multiple platforms [2][3] Group 2: Market Context and Competition - The food delivery market in China has seen significant growth, with market penetration rising from 4.2% in 2015 to 14% in 2020, indicating substantial potential [5] - Meituan and Ele.me dominate the Chinese food delivery market, holding market shares of 68.2% and 25.4% respectively as of mid-2020 [6] - JD.com's entry into the market disrupts the existing competitive landscape, leveraging its logistics capabilities and attractive policies to challenge Meituan and Ele.me [8] - JD.com's founder has set a profit cap of 5% for the food delivery segment, criticizing high commission rates that average around 25%, which can exceed 30% when including advertising fees [8]