Sou Hu Cai Jing·2025-10-14 13:14Core Insights - JD's fresh food brand Qixian Xiaochu has officially launched on Meituan and Taobao Shanguo platforms, marking a shift in the instant retail sector from "subsidy wars" to "collaborative win-win" strategies [1][3] Group 1: Company Developments - Qixian Xiaochu has shown strong performance since its launch, with Taobao Shanguo achieving over 2,000 monthly sales and Meituan reaching 400 monthly sales, earning the "popular new store" label [1] - The brand has accumulated a total of 90,000 orders since its opening on July 20, indicating a successful entry into the market [1] Group 2: Strategic Collaboration - The collaboration between JD and Meituan is driven by mutual strategic needs, with JD seeking to enhance order scale and brand exposure through Meituan's delivery network and Taobao's traffic pool [3] - Meituan aims to strengthen its product offerings by integrating JD's supply chain to better compete against platforms like Taobao Shanguo and Douyin Group Buying [3] Group 3: Industry Context - The shift towards collaboration occurs against a backdrop of rational competition in the industry, following a price war that negatively impacted restaurant revenue growth [3] - Data supports the effectiveness of the collaborative strategy, with Meituan's peak daily orders reaching 150 million and Taobao Shanguo's active buyers hitting 300 million [4] - The trend is moving from "zero-sum games" to "resource complementarity," as evidenced by the increasing presence of JD's businesses on Meituan [4]