21世纪经济报道·2025-07-22 13:59Core Viewpoint - The competition in the food delivery industry remains intense, with both JD.com and Meituan launching physical collective stores to enhance their service offerings and operational efficiency [1][9]. Group 1: JD.com Initiatives - JD.com opened its first offline delivery store, "Qixian Xiaochu," which experienced overwhelming demand, leading to system adjustments that restricted orders from outside delivery areas [1][6]. - The store's popularity was evident as delivery personnel faced long wait times, with some orders being canceled due to excessive delays [1][6]. - JD.com plans to invest 10 billion yuan to recruit "dish partners" and aims to establish 10,000 Qixian Xiaochu stores nationwide within three years [9]. Group 2: Meituan Developments - Meituan announced its "Raccoon Kitchen" initiative, planning to build 1,200 locations over the next three years, starting with nine in Beijing [9]. - The Raccoon Kitchen will serve as a centralized delivery kitchen, providing infrastructure for various restaurant businesses, emphasizing transparency and traceability in food preparation [9]. Group 3: Market Dynamics - The surge in orders at JD.com's Qixian Xiaochu was attributed to increased consumer awareness following its opening, indicating a strong market response to new entrants [6][9]. - The competitive landscape is evolving, with both companies adopting different business models to capture market share in the food delivery sector [9].