3 6 Ke·2025-07-30 09:57Core Viewpoint - The competition between Meituan's "Raccoon Kitchen" and JD's "Seven Fresh Kitchen" centers around food safety and business models, highlighting a fundamental conflict in their approaches to the food delivery market [1][9][17]. Group 1: Business Model Differences - Meituan positions itself as a "infrastructure provider," emphasizing that it will not engage in self-operation or compete with merchants, instead focusing on supporting them through shared kitchens and traffic incentives [9][12]. - JD's "cooperative model" involves significant investment from JD in areas like site selection and decoration, allowing merchants to focus on recipe development while sharing profits, which JD claims alleviates the burden on merchants [9][12]. Group 2: Food Safety Governance - Meituan's strategy includes "transparent supervision" through initiatives like "Bright Kitchen" and daily safety records, aiming to enhance merchant standards and consumer trust [10][12]. - JD emphasizes a "full supply chain control" approach, implementing stringent standards from production to delivery, which it argues is more effective than Meituan's visibility-focused methods [10][12]. Group 3: Industry Responsibility - Meituan cites data showing a 60% increase in order volume for merchants in Raccoon Kitchen, arguing that its model effectively raises industry standards and supports merchants [12]. - JD criticizes Meituan for fostering a monopolistic environment that allows "ghost kitchens" to thrive, asserting that its model aims to reclaim market share for quality restaurants [12][13]. Group 4: User Value Proposition - Meituan promotes convenience by allowing users to order from multiple brands with a single delivery fee, enhancing user retention through a one-stop experience [13]. - JD focuses on cost-effectiveness, aiming to keep average order prices between 10-20 yuan, and claims a 220% higher repurchase rate than the industry average, indicating strong consumer approval of its quality [13].