证券时报·2025-04-21 13:11Core Viewpoint - The ongoing conflict between JD.com and Meituan in the food delivery sector has escalated into a public dispute, with both companies exchanging accusations regarding the treatment of delivery riders and competitive practices [4][9]. Group 1: Company Actions and Responses - JD.com accused a "competing platform" (referring to Meituan) of enforcing a "choose one" policy that prevents riders from accepting orders from JD.com, threatening to blacklist those who violate this policy [1][8]. - In response, Meituan stated that no platform has the ability or incentive to restrict riders' order choices, emphasizing that it has never limited riders from working on other platforms [3][8]. - JD.com announced several emergency measures to support riders, including increasing full-time rider recruitment from 50,000 to 100,000 over the next three months and ensuring sufficient order volume for riders affected by the "choose one" policy [7][8]. Group 2: Public Statements and Perceptions - The rivalry has intensified since JD.com entered the food delivery market in February, with discussions shifting from comparative advantages to direct confrontations [5][6]. - Meituan's CEO expressed skepticism about JD.com's prospects in the food delivery market, suggesting that many companies have attempted to enter this space without success [6]. - JD.com’s spokesperson and founder, Liu Qiangdong, emphasized the importance of creating social value rather than engaging in verbal disputes, urging a focus on practical support for delivery workers [7][8]. Group 3: Market Performance and Metrics - JD.com reported that its quality food delivery orders exceeded 5 million on April 15, claiming that its gross merchandise volume (GMV) is significantly higher than that of "ghost kitchens" [16]. - The competitive landscape remains dynamic, with both companies actively seeking to enhance their service offerings and rider support amid the ongoing dispute [4][9].