Sou Hu Cai Jing·2025-09-16 14:57Core Viewpoint - The competition between JD.com and Meituan in the food delivery market is intensifying, with JD.com’s founder Liu Qiangdong advocating for open communication and healthy competition rather than personal conflicts [1][3][4] Group 1: Competition Dynamics - Liu Qiangdong expressed regret over the inability to meet with Meituan's founder Wang Xing to discuss industry development, emphasizing the need for direct communication among private enterprises [1][3] - The competition between JD.com and Meituan has escalated across various dimensions, including rider recruitment, merchant acquisition, and user subsidies [3][4] - JD.com has implemented significant measures such as paying full-time delivery riders' social insurance and offering substantial subsidies to disrupt Meituan's market dominance [3][4] Group 2: Strategic Focus - Liu Qiangdong highlighted that competition should focus on strategic advantages, business models, value creation, and consumer trust, rather than personal grievances [3][4] - JD.com has set a profit margin cap of 5% for its food delivery service to prioritize service quality and user experience over profit maximization [4] - The call for open competition and potential dialogue between JD.com and Meituan may provide an opportunity to ease tensions and promote sustainable development in the food delivery industry [4]