2 1 Shi Ji Jing Ji Bao Dao·2025-07-23 06:37Core Insights - The competition in the food delivery industry is shifting from online subsidies to physical kitchens, with major players like JD and Meituan launching their own delivery kitchens [1][7] - JD's "Qixian Xiaochu" aims to innovate the supply chain in the food delivery market, while Meituan's "Huanxiong Shitang" focuses on providing infrastructure for merchants [4][7] - Both companies are targeting significant expansion, with JD planning to open over 10,000 kitchens and Meituan aiming for 1,200 within three years [3][8] JD's Strategy - JD's "Qixian Xiaochu" will operate as a partnership model, where JD invests heavily in the infrastructure while partners provide recipes and share in profits [2][5] - The company plans to invest over 10 billion yuan in the next three years to establish its kitchen network [3] - JD emphasizes a full-chain operation, leveraging its supply chain advantages to ensure quality and efficiency in food preparation and delivery [5] Meituan's Approach - Meituan's "Huanxiong Shitang" is designed as a shared kitchen space where merchants can operate independently while benefiting from Meituan's supply chain services [7] - The platform does not self-operate kitchens but focuses on providing a safe and efficient environment for merchants [7] - Meituan's goal is to create a food safety infrastructure that supports merchants while maintaining brand recognition with them [7] Challenges and Future Outlook - Both companies face significant challenges in balancing costs, quality, and profitability in their new business models [10][11] - JD must attract and retain competitive partners while scaling its operations, whereas Meituan needs to ensure merchant profitability and motivation to join its platform [11] - The competition is expected to intensify as both companies aim to redefine the food delivery landscape through their respective strategies [12]