Sou Hu Cai Jing·2025-05-16 09:13Group 1 - The core point of the article highlights the intensified competition in the food delivery sector during the 618 shopping festival, with JD.com and Meituan actively participating in promotional activities [1][5] - JD.com announced that during the 618 promotion, its food delivery service will operate alongside the national subsidy program, offering significant discounts to consumers [3][5] - Meituan's participation in the 618 event is currently limited, with only Meituan Buy Medicine officially joining, although it has seen substantial growth in product offerings and sales in the past year [6][7] Group 2 - The article notes that the integration of food delivery and national subsidies is expected to enhance the performance of instant retail during the 618 shopping festival, as consumer fatigue from regular promotions is a challenge for e-commerce platforms [5][6] - JD.com views instant retail, particularly food delivery, as a strategic extension of its core retail business, aiming to leverage high order frequency and volume to attract more customers [5][8] - Meituan is also expanding its instant retail offerings, particularly in the high-value digital product category, to compete more effectively with JD.com in this lucrative market [7][8]