2 1 Shi Ji Jing Ji Bao Dao·2025-07-22 11:38Core Insights - The competition in the food delivery market remains intense, with both JD.com and Meituan launching physical collective stores to enhance their service offerings [1][3] - JD.com's first offline delivery store, Qixian Xiaochu, has experienced overwhelming demand, leading to operational adjustments such as limiting delivery areas [1][2] - JD.com plans to invest 10 billion yuan to recruit "dish partners" and aims to establish 10,000 Qixian Xiaochu stores nationwide within three years [3] Company Developments - JD.com has opened its first offline delivery store, Qixian Xiaochu, which focuses on freshly cooked meals and utilizes JD's supply chain for fresh ingredients [1][3] - The store has seen a surge in orders, with delivery numbers exceeding 400 while the kitchen struggles to keep up, resulting in significant delays for delivery personnel [2] - JD.com is implementing a new business model for its food delivery service, which is expected to differ significantly from Meituan's approach [3] Industry Trends - Meituan has announced its own initiative, "Raccoon Kitchen," which plans to establish 1,200 locations over the next three years, focusing on centralized kitchen operations for various food vendors [3] - Both companies are investing heavily in infrastructure and supply chain improvements to enhance their competitive edge in the food delivery market [3]