Sou Hu Cai Jing·2025-10-24 01:42Core Viewpoint - The recent collaboration between JD.com and Meituan, marked by the launch of JD's self-operated restaurant "Qixian Xiaochu" on Meituan's app, indicates a potential reconciliation between their founders, Liu Qiangdong and Wang Xing, amidst increasing competition in the food delivery market [1][2][4]. Group 1: Market Dynamics - JD.com has entered the food delivery market, positioning itself as a reliable quality provider rather than the lowest price option, while Meituan has been facing competition from platforms like Douyin and Xiaohongshu [12]. - The partnership between JD.com and Meituan is seen as a strategic move to counter the competitive pressure from the newly launched Gaode Street Ranking, which has rapidly gained over 400 million users in just 23 days [4][7]. - The collaboration reflects a shift towards a "co-opetition" model in the industry, where both companies leverage each other's strengths to enhance their market positions [4][12]. Group 2: Strategic Implications - The integration of JD's high-quality products into Meituan's platform is expected to increase user engagement and mitigate competition from emerging players [6][12]. - Both companies are focusing on resource complementarity, with JD providing a strong supply chain and Meituan offering extensive delivery capabilities, creating a more robust competitive stance against rivals [6][12]. - The partnership may lead to a significant restructuring of the industry, as both companies aim to redefine their roles and enhance their service offerings in the evolving market landscape [12].