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京东向“幽灵外卖”开战,鲶鱼效应如何推动行业变革
Nan Fang Du Shi Bao·2025-07-25 07:13

Core Viewpoint - The article discusses the shift in the food delivery industry towards quality and service differentiation, with companies like JD.com and Meituan leading the charge through innovative supply chain models and partnerships with local chefs and restaurants [1][7]. Group 1: JD.com's Strategy - JD.com has initiated a "Dish Partner" recruitment program, investing 1 billion yuan to collaborate with restaurants and individual chefs to create quality dishes, emphasizing supply chain innovation over extreme price subsidies [1][3]. - The "Seven Fresh Kitchen" model allows partners to provide recipes while JD.com handles cooking and quality control, aiming to eliminate ghost kitchens and enhance consumer trust in food quality [1][5]. - By implementing a zero-commission policy for merchants until May 2025, JD.com reduces operational costs by 15%-20%, attracting over 150,000 quality restaurants and achieving a daily order volume of over 25 million by June 2025 [3][6]. Group 2: Industry Trends - The food delivery market is transitioning from price competition to a focus on service quality and product differentiation, as evidenced by initiatives from JD.com and Meituan [7]. - Meituan's "Raccoon Kitchen" aims to enhance food quality and safety through transparent operations and real-time monitoring, planning to open 1200 locations nationwide [4][6]. - The rise of quality-focused delivery services is expected to drive improvements in standards among small and medium-sized restaurants, attract more investment, and foster innovation in the industry [7].