Core Viewpoint - The fierce competition between major e-commerce players JD.com and Alibaba has intensified as both companies seek to capture low-cost traffic through aggressive subsidies in the food delivery market [1][11][19]. Group 1: Market Dynamics - JD.com and Alibaba are both venturing into the food delivery sector, with JD's daily active users increasing from 100 million to 150 million within six months of launching its "Flash Purchase" service [7][13]. - Alibaba's integration of Ele.me and Taobao has led to its food delivery orders surpassing JD's by five times, highlighting the competitive advantage of established platforms [3][11]. - The food delivery market has seen a significant increase in order volume, with peak daily orders rising from 100 million to 250 million due to the competition among JD, Meituan, and Alibaba [19]. Group 2: Strategic Moves - JD.com initiated its foray into food delivery in February 2025, with a focus on using this service to drive traffic to its e-commerce platform [11][25]. - The competition has led to substantial financial investments, with hundreds of billions spent in a short period, raising concerns about the sustainability of such aggressive strategies [19][21]. - JD's entry into food delivery aims to leverage high-frequency user traffic to overcome its existing growth challenges in e-commerce [15][27]. Group 3: Challenges and Opportunities - JD.com faces operational challenges in its food delivery service, including high merchant entry barriers and complaints from delivery personnel regarding management issues [7][15]. - The integration of food delivery and e-commerce is complex, requiring backend data interoperability and algorithm adjustments to enhance user experience [17][25]. - The competition may ultimately benefit consumers through lower prices, but concerns remain about service quality amidst the aggressive pricing strategies [27].