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进军万亿市场 京东“落子”外卖
Huan Qiu Wang· 2025-07-16 04:50
Core Insights - The article highlights the rapid growth and transformation of the food delivery industry in China, emphasizing the importance of quality service and worker protections in creating a sustainable ecosystem [3][4][5] Industry Overview - The Chinese food delivery market has reached an average of 80 million orders per day, with over 10 million delivery riders, making it an essential part of the digital economy [3] - The market size is approximately 1.2 trillion yuan, with a transaction value of 3.8 million yuan per second and 56,000 orders delivered per minute [3] Company Initiatives - JD.com has launched a "100-day practice" initiative focusing on "quality delivery," offering zero commission for merchants and providing social security benefits for riders, resulting in over 25 million daily orders and attracting more than 150,000 quality restaurants [3][4] - The company has committed to providing full-time riders with social security benefits, including five insurances and one fund, enhancing job security and worker satisfaction [5] Market Dynamics - The competition in the food delivery sector is shifting from speed to depth, with a focus on supply chain efficiency and quality service [9] - JD.com aims to leverage its extensive supply chain to improve food delivery efficiency, with a commitment to keeping commission rates low for merchants [9] Social Responsibility - The article discusses the need for platforms to ensure fair treatment and social security for delivery riders, who have historically faced inadequate protections [6] - The actions taken by JD.com and Meituan to provide social security benefits are seen as a significant step towards improving the rights and status of delivery workers [5][6]