Core Insights - JD.com has entered the food delivery market, challenging the long-standing duopoly of Meituan and Ele.me, with over 1 million merchants and nearly 20 million daily orders reported in Q1 2025 [1][4] - Regulatory bodies have intervened, emphasizing the need to protect the rights of consumers, merchants, and delivery riders amid intense competition [1][10] - The competitive landscape is shifting, with JD.com implementing low commission rates and benefits for riders, while Meituan and Ele.me are also ramping up their strategies to retain market share [3][6][8] Company Strategies - JD.com launched a recruitment campaign for quality dining merchants, offering zero commission for the first year and a maximum of 5% commission thereafter [3][4] - The company is also providing social insurance for full-time riders and has initiated various consumer promotions, including discounts and reduced delivery fees [3][4] - Meituan has committed to investing 100 billion yuan in the restaurant industry over the next three years to support merchant growth [7][8] Market Dynamics - The food delivery market has shifted from a "three strong" to a "dual oligopoly" since Baidu's exit in 2017, with Meituan holding a 65% market share and Ele.me 33% as of 2024 [3] - JD.com's entry has disrupted this balance, with its rapid growth in merchant onboarding and order volume indicating a potential shift in market dynamics [1][4] - The competition is characterized by aggressive subsidy strategies, with all three platforms vying for consumer attention through various promotional activities [7][8] Regulatory Environment - The regulatory intervention on May 13 highlighted the need for fair competition and the protection of stakeholders' rights in the food delivery sector [10][12] - Authorities have called for compliance with existing laws and regulations, aiming to create a healthier market environment [10] - The focus on regulatory compliance comes in response to concerns over the sustainability of low-price strategies and their impact on merchant profitability [10][12] Rider Rights and Challenges - The rights of delivery riders have become a focal point, with JD.com and Meituan both pledging to provide social insurance for their riders [14][15] - The issue of riders facing a "choose one" dilemma between platforms has emerged, raising concerns about their job security and income stability [14][15] - Experts suggest that platforms should enhance rider compensation and benefits to ensure a fair distribution of profits amid competitive pressures [16]

就在今天中午，京东外卖崩了！ 图片来源：微博 京东在回应中表示：非常抱歉，耽误大家用餐了！因今日午高峰京东外卖下单量暴增，导致系统出现短暂故障，目前已全面恢复，大家可以正常下单了。 感谢大家的理解与支持，为表达歉意，所有超时20分钟以上的外卖订单，京东全部免单。 同时，对于今日午高峰宕机期间所有下单用户，京东外卖将额外发放一张10元无门槛优惠券至下单账户。 2月11日，京东外卖正式启动"品质堂食餐饮商家"招募，2025年5月1日前入驻的商家，全年免佣金。这也是京东首次对外承认已经进军外卖市场，此次招 募只限"品质堂食餐厅"。 不得不说，这次，东子为了京东外卖也是拼了，竟然自己送起了外卖。 在收到刘强东亲自送到的外卖后，消费者表示："接到了东哥送的第一单外卖，荣幸啊，也算享受过千亿大佬的服务啦，祝京东生意红红火火，蒸蒸日 上！" 图片来源：新浪科技 01 外卖小哥之争开启 在外卖领域，美团早已占有一席之地，而作为新入局的京东，自然挑战了美团的原有地位。 今年2月，酝酿已久的京东外卖终于正式官宣。 2月19日，京东宣布自2025年3月1日起，将逐步为京东外卖全职骑手缴纳五险一金，为兼职骑手提供意外险和健康医疗险。 ...

Core Viewpoint - JD.com expresses strong opposition to competitors' "choose one of two" practices that force delivery riders to avoid accepting orders from JD, resulting in a potential income decrease of 16-25% for riders [1] Group 1: Support Measures for Delivery Riders - JD.com guarantees sufficient order volume for riders who have been banned by competing platforms to ensure their income does not decline [1] - The company plans to increase full-time rider recruitment from 50,000 to 100,000 over the next three months [1] - JD.com offers priority job placement for the partners of riders, such as full-time delivery or cleaning positions, to significantly boost household income [1] - The company commits to never forcing part-time riders to choose one platform, encouraging them to accept orders freely across platforms to maximize their income [1] Group 2: Customer Experience and Order Management - JD.com announces that all delivery orders exceeding 20 minutes will be free of charge starting today [2] - An emergency response team has been established to address delivery speed issues within the week [2]