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京东要做灶王爷?
3 6 Ke·2025-07-25 01:42

Group 1 - JD.com plans to open 10,000 "Seven Fresh Kitchen" stores nationwide, focusing on freshly cooked meals with a cash investment of 1 billion yuan and recruiting 1,000 signature dish partners [1][2] - The company aims to leverage its established supply chain capabilities to redefine the food delivery market, addressing issues such as high platform fees and food safety concerns [2][5] - By collaborating with major food companies for centralized sourcing and processing, JD.com intends to reduce food waste and lower costs, with waste rates potentially dropping below 5% [3][4] Group 2 - The introduction of robotic cooking aims to enhance efficiency and standardization in food preparation, although it raises questions about taste consistency and user satisfaction [5][6][7] - JD.com's "dish partner" model seeks to empower chefs while potentially shifting control of the cooking process to the platform, which may redefine the value of chefs in the industry [8][10] - The strategy involves a combination of centralized kitchens, community stores, and robotic cooking to gradually shift control from chefs and restaurant owners to JD.com [9][11] Group 3 - The scalability of this model across different regions is uncertain, as local tastes, supply chain logistics, and regulatory environments vary significantly [12][13] - Competitors like Meituan and Ele.me are also innovating in the food delivery space, utilizing local merchant flexibility and technology to respond to regional demands [14][15][16] - JD.com's ambitious plan may face challenges in execution speed and adaptability to regional differences, raising questions about its long-term viability in the food service industry [17]