Core Insights - The Chinese food delivery market is undergoing a significant transformation driven by quality demand, with JD.com entering the market in February 2025, positioning itself as a key player alongside Meituan and Ele.me [1][5] - JD.com has rapidly gained market share, achieving over 25 million daily orders and capturing more than 31% of the overall food delivery market, with approximately 45% share in the quality delivery segment [1][3] Consumer Behavior - Consumer concerns regarding food safety are rising, with 70% of users expressing worries about hygiene, taste, and health when ordering food [3] - JD.com has effectively addressed these concerns by implementing a quality assurance system through store certifications and public qualifications, leading to significant market acceptance [3] Market Dynamics - The average daily order volume in the Chinese food delivery market ranges from 80 million to 90 million, with 60% to 70% of these orders belonging to the rapidly growing quality delivery segment [4] - JD.com has adopted a differentiated strategy combining "zero commission + 10 billion subsidies," benefiting both merchants and consumers by reducing operational costs and enhancing user experience [4] Competitive Landscape - The rise of JD.com signifies a shift in the food delivery market from scale expansion to quality enhancement, indicating that competition will increasingly focus on service quality and user experience [5] - As consumer demand for quality continues to rise, JD.com is leading a quality revolution that is reshaping the value standards and development paths of the entire food delivery industry [5]
京东外卖品质战略显成效 上线百日即斩获超31%市场份额