东京烘焙职业人·2025-07-28 05:56Core Viewpoint - The article discusses the ongoing "subsidy war" in the food delivery industry, highlighting the detrimental effects on small and chain businesses, and introduces JD's new model "Qixian Xiaochu" as a potential solution to the industry's challenges [4][10][30]. Group 1: Industry Challenges - The recent "0 Yuan Purchase" subsidy campaigns by Meituan and Taobao have led to a significant increase in orders but have severely impacted the profits of merchants, with some reporting minimal earnings despite high order volumes [4][10]. - The prevalence of "ghost restaurants" has intensified competition, driving down prices and squeezing the profit margins of legitimate businesses. For instance, in Beijing, the total profit of the restaurant industry dropped by 88.8% year-on-year in the first half of 2024, with profit margins plummeting to 0.37% [8][10]. - Many legitimate restaurants are forced to either compromise on quality or exit the market entirely due to the aggressive pricing strategies of "ghost restaurants" [9][10]. Group 2: JD's New Model - JD's "Qixian Xiaochu" aims to address the issues of food safety and merchant profitability by establishing a new business model that emphasizes quality over price competition [5][11][30]. - The model includes a "dish partner" mechanism, allowing restaurant owners to contribute recipes while JD manages the operational aspects, thus reducing the financial burden on partners [15][17]. - JD plans to invest 10 billion over three years to establish 10,000 locations, focusing on high-quality, verified food offerings [6][30]. Group 3: Value Chain Reconstruction - JD's approach seeks to eliminate "ghost restaurants" by implementing strict entry standards for partners, ensuring that only quality establishments are included in the delivery network [13][14]. - The model emphasizes transparency and food safety through measures such as centralized production and live-streaming of kitchen operations, which helps build consumer trust [23][26][29]. - By offering guaranteed returns and reducing operational risks for partners, JD's model aims to create a win-win situation for consumers, merchants, and the platform itself [18][30]. Group 4: Industry Evolution - The introduction of "Qixian Xiaochu" represents a significant shift in the food delivery landscape, moving from a focus on price competition to one centered on value and quality [30][32]. - This initiative not only addresses the immediate challenges faced by the industry but also sets a precedent for future developments in the food delivery and broader restaurant sectors [32].