第一财经·2025-07-21 11:55Core Viewpoint - The article discusses the launch of JD's first self-operated takeaway store named "Qixian Xiaochu," indicating JD's strategic move in the takeaway market despite the ongoing competition and subsidy wars in the industry [1][6]. Group 1: Company Developments - JD's "Qixian Xiaochu" officially opened on July 20, 2023, offering a "takeaway + self-pickup" model without dine-in options [1][6]. - The store features a transparent kitchen, allowing customers to see the cooking process, and includes areas for delivery personnel and self-pickup [6]. - The menu includes freshly prepared dishes such as wonton noodles, pork leg rice, Korean mixed rice, and pasta, with prices ranging from 10 to 30 yuan, and it has already sold 800 portions [7]. Group 2: Strategic Insights - JD's founder, Liu Qiangdong, emphasized that the takeaway business is part of a broader strategy to enhance the fresh food supply chain, suggesting that profitability will come from supply chain efficiencies rather than direct sales [8][10]. - The launch of "Qixian Xiaochu" aligns with JD's goal to leverage its supply chain for profitability, indicating a shift in focus from traditional takeaway competition to supply chain management [8][10]. Group 3: Industry Context - The takeaway market is experiencing significant competition, with companies like Meituan and Taobao also enhancing their service offerings to differentiate themselves [10]. - Experts predict that the industry will see more differentiated development, with JD focusing on self-operated models and collaboration with its e-commerce business [10].