36氪·2025-03-05 13:17Core Viewpoint - The article discusses the competitive landscape of the local delivery market in China, focusing on JD's entry into the food delivery sector and its strategies to attract merchants and consumers while facing challenges from established players like Meituan and Ele.me [2][22]. Group 1: JD's Strategy and Market Entry - JD is making a significant push into the local delivery market, particularly in food delivery, with a strategic focus on building a robust delivery network [4][5]. - The company has initiated a "0 commission" policy to attract merchants, which has generated considerable interest among restaurant owners [6][25]. - JD's active recruitment of service providers and merchants indicates a strong commitment to establishing its presence in the food delivery sector [10][19]. Group 2: Merchant and Consumer Reactions - Merchants have shown a keen interest in JD's offerings, with many expressing a desire to join the platform following its announcements [7][10]. - However, there are concerns regarding the clarity of JD's business model and operational challenges faced by merchants during the onboarding process [11][12]. - The initial excitement among merchants has been tempered by operational difficulties, leading to some disappointment as they navigate the platform's requirements [17][21]. Group 3: Competitive Landscape - JD's entry into the food delivery market is seen as a direct challenge to Meituan, which has established a strong foothold in the industry [22][24]. - While JD's current order volume is significantly lower than Meituan's, the high-profile nature of its entry has raised concerns among competitors [21][22]. - The competitive dynamics are further complicated by the presence of other players like Douyin, which has also entered the food delivery space [23][24]. Group 4: Operational Challenges - JD's operational systems have faced criticism for being cumbersome and not user-friendly, which has hindered the onboarding experience for new merchants [16][17]. - The company is working to improve its backend systems to better align with industry standards set by competitors like Meituan and Ele.me [17][18]. - Despite the challenges, JD is adjusting its requirements for service providers, indicating a shift towards a more structured approach in its operations [19][20].