Core Viewpoint - The competition in China's food delivery market, valued at 3.5 trillion, has evolved into a battle between supply chain models and traffic models, with JD.com and Meituan at the forefront of this transformation [1] Group 1: Competitive Dynamics - JD.com has aggressively entered the food delivery market, attracting over 450,000 merchants with its "zero commission" policy [2] - The rivalry intensified with JD.com announcing over 5 million daily orders and launching aggressive promotional strategies in major cities [3] - Meituan responded with its own promotions and emphasized its technological advantages, but faced backlash over its treatment of delivery riders [4] Group 2: Market Positioning - JD.com's entry is seen as a strategic response to Meituan's expansion into JD's core areas, particularly in the 3C digital market [5] - The decline in JD.com's repurchase rate in first-tier cities indicates a shift in consumer preferences towards faster delivery options offered by Meituan [6] - JD.com aims to leverage its extensive logistics network to reduce delivery costs and enhance service efficiency [6][7] Group 3: Social Responsibility and Brand Image - JD.com’s CEO, Liu Qiangdong, personally delivering food has been a strategic move to enhance the company's image as a responsible employer, contrasting with Meituan's outsourcing model [8] - The narrative around social responsibility has gained traction, with discussions on rider welfare becoming prominent in public discourse [3][10] Group 4: Future Implications - The competition between JD.com and Meituan is expected to reshape the industry, balancing commercial efficiency with labor dignity [10] - Regardless of the outcome, the ongoing rivalry is likely to drive innovation and improve industry standards, benefiting consumers and workers alike [10][11]