2 1 Shi Ji Jing Ji Bao Dao·2025-08-06 04:01Core Viewpoint - The takeaway from the articles is that the food delivery market is experiencing significant changes, particularly in terms of food safety and competition, as major players like Meituan and JD.com launch new initiatives to enhance consumer trust and operational standards in the industry [1][9]. Group 1: Market Dynamics - The food delivery market is currently characterized by a price war and a focus on food safety, with major platforms committing to promotional regulations amid regulatory pressures [1]. - Meituan and JD.com have both announced ambitious plans to establish numerous new food service outlets, with Meituan's "Raccoon Canteen" aiming for 1,200 locations and JD.com's "Seven Fresh Kitchen" targeting over 10,000 locations within three years [1][9]. Group 2: Business Models - JD.com's Seven Fresh Kitchen operates on a self-operated model, aiming to capture market share from "ghost kitchens," while Meituan emphasizes not competing directly with merchants [3][6]. - The operational model of Seven Fresh Kitchen involves JD.com financing the entire supply chain, while merchants focus on product development, contrasting with Meituan's approach of providing infrastructure support to merchants [3][4]. Group 3: Food Safety Initiatives - Meituan's Raccoon Canteen implements a "fully visible and traceable" operation principle, featuring 24-hour surveillance and real-time monitoring to ensure food safety [4][9]. - JD.com claims that all ingredients used in Seven Fresh Kitchen are rigorously selected from reputable suppliers, enhancing consumer trust through the "JD Self-operated" label [6][9]. Group 4: Industry Impact - The entry of large tech companies into the food delivery space is expected to disrupt traditional small businesses, raising concerns about the sustainability of smaller operators in an increasingly competitive market [2][9]. - Both Meituan and JD.com are seen as taking steps to combat "ghost kitchens," with their initiatives potentially leading to improved standards and consumer benefits in the food delivery sector [9].