3 6 Ke·2025-08-25 01:07Core Viewpoint - JD.com is entering the food delivery market with a focus on innovation and quality, aiming to disrupt the existing competition and address industry challenges such as "ghost kitchens" and food safety [1][30][42]. Group 1: Market Entry and Strategy - JD.com announced its entry into the food delivery sector by launching the "Seven Fresh Kitchen" platform, which emphasizes quality and compliance in food sourcing and preparation [1][42]. - The company aims to recruit over 10,000 food partners to support its new model, which has already attracted more than 70,000 applicants within three weeks [1][42]. - JD.com is committed to providing a sustainable business model that prioritizes user value over short-term market share gains, distancing itself from the "malicious subsidy" practices prevalent in the industry [2][8][10]. Group 2: Competition and Industry Dynamics - The current food delivery market is characterized by intense competition, with major players like Meituan and Alibaba increasing their investments in instant retail, prompting JD.com to adopt a more measured approach [4][6][22]. - JD.com does not view itself as a disruptor but rather as a participant focused on long-term value creation, emphasizing the importance of healthy competition for the industry's future [19][30]. - The company believes that the ongoing "subsidy war" is unsustainable and detrimental to the industry's long-term health, advocating for a shift towards quality and compliance [30][32]. Group 3: Operational Insights and Future Plans - JD.com has built a team of over 150,000 full-time delivery personnel, ensuring compliance with labor laws and providing social security benefits, which is seen as a competitive advantage [28][32]. - The company plans to expand the "Seven Fresh Kitchen" initiative to combat the prevalence of ghost kitchens, with a target of opening 10,000 locations over the next three years [58][63]. - JD.com aims to leverage technology and supply chain efficiencies to enhance food safety and quality, positioning itself as a leader in the evolving food delivery landscape [56][57]. Group 4: Consumer Focus and Market Positioning - JD.com is focused on addressing consumer needs for affordable, quality meals, particularly for budget-conscious customers who may otherwise resort to lower-quality options [42][49]. - The company emphasizes the importance of user experience and aims to create a transparent and fair profit-sharing model with its food partners [62][63]. - JD.com believes that the future of the food delivery industry hinges on innovation and the ability to provide genuine value to consumers, warning that failure to innovate could lead to the industry's decline [30][63].