Qian Zhan Wang·2025-06-18 11:08Group 1 - JD's business model is entirely centered around the supply chain, including its new food delivery service, which aims to address food safety issues and provide high-quality, cost-effective food options [2] - JD's founder Liu Qiangdong plans to differentiate JD's food delivery service from Meituan's, focusing on the underlying fresh supply chain rather than just competing in the meal delivery market [2] - JD aims to capture one-third of the food delivery market by offering better products, lower prices, and superior service, thus alleviating the "choose one" dilemma for restaurants [2] Group 2 - As of June 2025, JD's food delivery service has expanded to 142 cities and partnered with over 450,000 quality dining restaurants, with full-time delivery riders exceeding 120,000 [3] - The food delivery market in China is dominated by Meituan and Ele.me, which together hold over 90% of the market share, with Meituan at 68.2% and Ele.me at 25.4% as of mid-2020 [3] - The Chinese food delivery market reached a scale of 1.1 trillion yuan in 2022, with a compound annual growth rate exceeding 20% from 2018 to 2022, and the user base growing by 26.83% during the same period [4] Group 3 - The food delivery sector has evolved into a comprehensive ecosystem, encompassing various stakeholders such as restaurant brands, packaging companies, raw material suppliers, and shared mobility services [5]