Zhong Guo Jing Ying Bao·2025-11-17 14:46Core Viewpoint - JD.com is expanding into the local life review and ranking sector with the launch of "JD Review" and "JD True List" products, marking a significant move beyond its existing food delivery services [1][4]. Group 1: JD Review Features - The JD Review feature includes five main categories: finding food, booking hotels, selecting products, planning activities, and choosing home services, linking directly to JD's core businesses [1][4]. - The platform is currently in its early stages, with limited user engagement in terms of views and comments on restaurant and hotel reviews [4]. - The consumption conversion pathway is clear, allowing users to navigate from reviews to direct purchases on JD's platforms [4][8]. Group 2: JD True List - JD True List is positioned as a user-driven ranking system, emphasizing authenticity with the slogan "recommended by thousands, no falsehoods" [4][8]. - The list categorizes items into "local cuisines" and "top dishes," providing key metrics such as repurchase rates and AI-generated evaluations [6][8]. Group 3: Competitive Landscape - The local life ranking sector is becoming increasingly competitive, with major players like Meituan and Alibaba already established in the market [9]. - JD's entry into this space indicates a renewed competition among the three giants—Meituan, Alibaba, and JD—following the previous food delivery wars [9]. - Analysts suggest that the ranking sector is unlikely to replicate the aggressive cash-burning strategies seen in the food delivery market, focusing instead on content, algorithms, and merchant operations for growth [9][10]. Group 4: Strategic Implications - The launch of JD Review and JD True List is seen as a critical step in enhancing JD's local life service ecosystem, complementing its existing offerings [9]. - The rankings serve as a consumer decision-making entry point, potentially directing traffic to higher-margin services like group buying and travel [9]. - JD's approach to avoid commercialization of its review and ranking services aims to maintain content authenticity, contrasting with practices in the industry that may involve paid rankings [10].