Xin Hua She·2025-09-15 12:23Group 1 - JD's food delivery service has captured over 31% of the national market share, with a daily order volume exceeding 25 million and coverage in 350 cities [1][2] - The company has over 1.5 million quality restaurant partners and nearly 200 restaurant brands with order volumes exceeding 1 million [1] - JD has not participated in "malicious subsidies" that have led to significant income reductions for some merchants [1] Group 2 - The underlying cause of the "involution" in the food delivery industry is platform monopoly and high concentration, leading to frequent food safety issues and high commission complaints from merchants [2] - The difficulty in stopping "involution" competition lies in the conflict between platform business models and industry ecology, as well as the inertia of platform competition [2] - Leading platforms often create barriers that hinder new entrants due to their market dominance [2] Group 3 - JD plans to address high commission pain points by waiving commissions for merchants who joined before May 1 this year and capping future commissions at no more than 5% [3] - The company aims to establish transparent pricing and promotional rules to help merchants increase revenue and profits [3] - JD intends to enhance efficiency through technology and supply chain innovations, including the establishment of 10,000 "quality restaurant" partnerships within three years [3]