Xin Lang Cai Jing·2025-08-14 06:14Core Viewpoint - The article discusses the current state of the food delivery market in China, highlighting JD's relatively low profile amidst intense competition from Meituan and Alibaba's Taobao, and emphasizes the strategic decisions made by JD's CEO Xu Ran regarding the company's approach to the market [1][4][5]. Group 1: JD's Market Position - JD has been notably quiet in the recent food delivery battle, which has raised questions about its strategy and market presence [1][2]. - Xu Ran asserts that JD will not engage in "malicious internal competition" and aims to focus on quality rather than price wars [5][6]. - The company believes that the current food delivery market is experiencing a bubble due to excessive subsidies that do not create real value [4][5]. Group 2: Competitive Landscape - Meituan's "Flash Purchase" service has reportedly penetrated JD's core categories, with daily orders reaching 18 million [6]. - Taobao has recently surpassed Meituan in daily order volume, indicating a shift in market dynamics [9][10]. - The competition is not just about order volume but also about consumer perception and trust, which JD believes it has built over time [7][10]. Group 3: Strategic Focus - JD's strategy is centered around supply chain innovation, with the launch of "Seven Fresh Kitchen" seen as a significant move in the food delivery sector [14][15]. - The company aims to differentiate itself from competitors by focusing on safety and quality rather than just low prices [14][15]. - Xu Ran emphasizes the importance of having a clear narrative and strategy that aligns with JD's strengths, rather than merely reacting to competitors' moves [11][13]. Group 4: Future Outlook - The ongoing food delivery battle is expected to be a long-term engagement, with JD needing to prepare for systemic changes brought about by competition [16]. - JD's approach is to leverage its supply chain capabilities to create a unique value proposition in the food delivery market [14][15]. - The company is focused on building a sustainable business model that prioritizes customer experience and operational efficiency [14][15].