Sou Hu Cai Jing·2025-07-12 11:31Group 1 - JD.com officially entered the food delivery market on February 11, 2025, with a recruitment plan for "quality dining merchants" and introduced three key strategies: quality merchants, zero commission, and social security for delivery riders [1][4] - By April 2025, JD.com’s food delivery service achieved over 10 million daily orders, and by June 1, this number increased to over 25 million [2][3] - JD.com has established a significant presence with 120,000 full-time delivery riders and 1.5 million restaurant partners, maintaining daily orders above 25 million during the 618 shopping festival [3][4] Group 2 - Meituan's response to JD.com's entry was relatively subdued, focusing on providing new insurance for riders and announcing the independent launch of Meituan Flash Purchase, which aims for "30-minute delivery of everything" [5][6] - Meituan's strategic shift includes optimizing its operations by exiting unprofitable areas while expanding its focus on instant retail, including Flash Purchase and small supermarkets [11][12] - By July 5, 2025, Meituan reported over 120 million daily orders, with over 100 million coming from food delivery, indicating a strong market position [15][28] Group 3 - Alibaba's entry into the market with Taobao Flash Purchase in April 2025, which quickly surpassed 60 million daily orders, indicates a significant competitive threat to both JD.com and Meituan [8][9] - The integration of Ele.me and Fliggy into Alibaba's e-commerce group reflects a strategic move to enhance its instant delivery capabilities [8][25] - The competition has intensified, with Meituan, JD.com, and Alibaba all vying for dominance in the instant retail space, leading to a significant increase in daily order volumes across platforms [15][29] Group 4 - Meituan's concept of "instant retail" was first introduced in 2021, predicting a market size exceeding 1 trillion yuan within five years, with a focus on meeting immediate consumer needs [20][21] - Meituan Flash Purchase has achieved a scale of 175 billion yuan in the past year, with expectations to exceed 400 billion yuan by 2026 [21][22] - The competition is characterized by a shift from traditional food delivery to a broader instant retail model, with all three companies focusing on enhancing their logistics and delivery capabilities [29][30] Group 5 - The ongoing battle for market share in instant retail is marked by aggressive strategies from JD.com and Alibaba, who view Meituan as a significant competitor [30][32] - Meituan's strategy of "30-minute delivery of everything" poses a direct challenge to traditional retail models, potentially disrupting the market for JD.com and Alibaba [32][33] - The competition is expected to be prolonged and intense, with all players aiming to secure their positions in the rapidly evolving instant retail landscape [30][33]