“史诗级外卖大战”为何此时到来，各家的核心战力又是什么

Core Insights - The article discusses the intensifying competition in the food delivery market, particularly driven by the entry of JD.com, which has disrupted the previously stable duopoly of Meituan and Ele.me [1][3][4] - The competition is not just about increasing food delivery orders but is fundamentally about securing key traffic entry points in the burgeoning instant retail market, projected to exceed 2 trillion yuan by 2030 [6][9][15] Market Dynamics - Meituan holds a dominant market share of approximately 70%, with over 770 million users and around 8 million couriers handling 60-70 million orders daily [4][6] - Ele.me, with a market share of about 25%, processes over 20 million orders daily, supported by Alibaba's extensive ecosystem [6][4] - JD.com has entered the market with a strategy focused on quality and low commission, leveraging its supply chain advantages to challenge Meituan directly [6][12] Competitive Strategies - The competition has escalated with unprecedented subsidy levels, leading to a single-day order volume exceeding 200 million across platforms [1][6] - Meituan's strength lies in its extensive and efficient local delivery network, enabling a promise of 30-minute delivery in most areas [11] - JD.com's competitive edge is its robust supply chain infrastructure and quality control, allowing it to excel in categories requiring product assurance [12] - Ele.me benefits from deep integration within Alibaba's digital ecosystem, facilitating cross-platform traffic and user engagement [13] Future Outlook - The current subsidy war may not yield a clear winner in the short term, with the market likely to see a coexistence of Meituan, JD.com, and Ele.me [14][15] - The focus may shift from subsidy battles to efficiency battles, where the true winners will be those who can balance user demands, rider rights, and merchant profitability [15] - The instant retail market is viewed as a significant growth opportunity, with all three companies recognizing its importance for future revenue streams [9][15]