技术革新

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外卖行业理性竞争还当回归商业本质,聚焦效能革新
Di Yi Cai Jing· 2025-04-27 11:22
Core Viewpoint - The competition between JD.com and Meituan in the food delivery and instant retail sectors highlights the industry's deeper challenges, emphasizing the need for companies to focus on operational capabilities and technological innovation rather than engaging in public disputes [1][2]. Group 1: Industry Competition Dynamics - The competition involves not only order volume and delivery speed but also subsidy intensity, with JD.com accusing Meituan of coercing delivery riders into a "choose one" scenario [1]. - JD.com aims to reshape industry rules through "zero commission" and quality services, while Meituan focuses on high-frequency consumption scenarios to strengthen its ecosystem [1]. - The current competition has devolved into a "war of words," detracting from the essential mission of creating social value through business competition [1][2]. Group 2: Focus on Value Creation - True competition in the food delivery industry should center on technological innovation to reduce delivery costs, optimize capacity scheduling, and establish sustainable labor protection systems [2]. - Initiatives such as using AI algorithms for dynamic capacity allocation and creating cross-platform credit evaluation systems are crucial for enhancing service quality and operational efficiency [2]. - The essence of business competition should return to the basic logic of value creation, promoting industry progress rather than engaging in mutual consumption of resources [2]. Group 3: Industry Transformation Opportunities - The ongoing disputes present an opportunity for industry transformation, where the focus shifts from suppressing competitors to continuously creating public value [2][3]. - When the industry collectively moves beyond adversarial thinking and prioritizes technological innovation, efficiency enhancement, and ecosystem co-construction, instant retail can evolve into a vehicle for commercial civilization progress [2].