京东旗下品质餐饮合营制作平台"七鲜小厨"启动"菜品合伙人"招募后，首周报名量突破6.6万份，印证 市场对餐饮供应链创新的高度期待。七鲜小厨是京东以供应链创新推动餐饮外卖行业健康发展的重要实 践，抑或是餐饮外卖市场15年来最大的供应链模式创新，有望从根源解决消费者关心的"食品安全"问 题，让"幽灵外卖"被市场淘汰。 京东强调，该模式核心是与商家、厨师共生共荣——租金、人力、运营成本全由京东承担，合伙人仅需 专注菜品研发与协同打造品质食材供应链。京东表示，绝不让合伙商家亏损、绝不让百万餐厅为平台白 白打工、绝不借"平台"之名为"幽灵外卖"打造华美的遮羞布。 京东指出，过去15年外卖市场深陷"劣币驱逐良币"困局。今年其持续创新已推动行业重焕活力，将加速 落地七鲜小厨合营模式的创新实践，帮助消费者吃到有品质又实惠的食物，帮助品质餐饮商家获得更多 的销量，践行"又好又便宜"的服务承诺。 据京东表示，报名信息反映出中小商家难以规模化、连锁化的经营困境，以及厨师技艺传承的难题。为 此将尽快推出全国性"菜品合伙人"选拔大赛，以公开机制甄选"冠军配方"。同时响应"全国开店"呼声， 诚邀北京地区具备场地资源的合作方成为经营合伙人 ...

京东旗下品质餐饮合营制作平台"七鲜小厨"已经启动"菜品合伙人"招募一周，据京东披露的数据，首周 报名量已经突破6.6万份，印证市场对餐饮供应链创新的高度期待。 七鲜小厨是京东以供应链创新推动餐饮外卖行业健康发展的重要实践，或是餐饮外卖市场15年来最大的 供应链模式创新，有望从根源解决消费者关心的"食品安全"问题，将"幽灵外卖"淘汰出市场。 据京东表示，报名信息反映出中小商家难以规模化、连锁化的经营困境，以及厨师技艺传承的难题。为 此将尽快推出全国性"菜品合伙人"选拔大赛，以公开机制甄选"冠军配方"。 七鲜小厨首店上线首周，日均订单超1000单，3日复购率高出行业均值220%，"又好又便宜"定位获消费 者强力验证。更显著的是，其流量辐射带动周边3公里商圈数千餐厅总体订单环比增长12%，实现区域 餐饮共赢。 据了解，7月22日，京东宣布启动"菜品合伙人"招募计划，投入10亿现金，面向全国餐饮品牌与个体厨 师为1000道招牌菜招募合伙人。据介绍，在全新的供应链模式下，合伙人仅需提供菜品配方并参与研 发，由合营品质餐饮制作平台"七鲜小厨"承担现炒制作及严格品控，以外卖、自提两种形式销售。京东 强调，初衷是通过供应链的 ...

京东旗下品质餐饮合营制作平台"七鲜小厨"启动"菜品合伙人"招募后，首周报名量突破6.6万份，印证 市场对餐饮供应链创新的高度期待。七鲜小厨是京东以供应链创新推动餐饮外卖行业健康发展的重要实 践，抑或是餐饮外卖市场15年来最大的供应链模式创新，有望从根源解决消费者关心的"食品安全"问 题，让"幽灵外卖"被市场淘汰。 据京东表示，报名信息反映出中小商家难以规模化、连锁化的经营困境，以及厨师技艺传承的难题。为 此将尽快推出全国性"菜品合伙人"选拔大赛，以公开机制甄选"冠军配方"。同时响应"全国开店"呼声， 诚邀北京地区具备场地资源的合作方成为经营合伙人，可提交场地地址、面积、全景照片、联系方式等 信息至7F_COOK@jd.com 七鲜小厨首店上线首周，日均订单超1000单，3日复购率高出行业均值220%，"又好又便宜"定位获消费 者强力验证。更显著的是，其流量辐射带动周边3公里商圈数千餐厅总体订单环比增长12%，实现区域 餐饮共赢。 京东强调，该模式核心是与商家、厨师共生共荣——租金、人力、运营成本全由京东承担，合伙人仅需 专注菜品研发与协同打造品质食材供应链。京东表示：绝不让合伙商家亏损、绝不让百万餐厅为平台白 ...

七鲜小厨首店上线首周，日均订单超1000单，3日复购率高出行业均值220%，"又好又便宜"定位获消费 者强力验证。更显著的是，其流量辐射带动周边3公里商圈数千餐厅总体订单环比增长12%，实现区域 餐饮共赢。 京东强调，该模式核心是与商家、厨师共生共荣——租金、人力、运营成本全由京东承担，合伙人仅需 专注菜品研发与协同打造品质食材供应链。京东表示：绝不让合伙商家亏损、绝不让百万餐厅为平台白 白打工、绝不借"平台"之名为"幽灵外卖"打造华美的遮羞布。 京东旗下品质餐饮合营制作平台"七鲜小厨"启动"菜品合伙人"招募后，首周报名量突破6.6万份，印证市 场对餐饮供应链创新的高度期待。七鲜小厨是京东以供应链创新推动餐饮外卖行业健康发展的重要实 践，抑或是餐饮外卖市场15年来最大的供应链模式创新，有望从根源解决消费者关心的"食品安全"问 题，让"幽灵外卖"被市场淘汰。 据京东表示，报名信息反映出中小商家难以规模化、连锁化的经营困境，以及及厨师技艺传承的难题。 为此将尽快推出全国性'菜品合伙人'选拔大赛，以公开机制甄选"冠军配方"。同时响应"全国开店"呼声， 诚邀北京地区具备场地资源的合作方成为经营合伙人，可提交场地地址、 ...

Core Insights - The article argues that China is significantly undervalued as a service consumption powerhouse, with a notable disparity in service pricing compared to the United States [2][13] Group 1: Consumption Comparison - In the first half of 2025, the retail sales of consumer goods in the U.S. reached $420.15 billion, while China's was $341.68 billion, making China's figure 81.32% of the U.S. total [3] - The U.S. service consumption total is projected to reach $13.6 trillion in 2024, accounting for 69% of total consumption and 67% of GDP [4] - China's service consumption total is only $2.15 trillion, representing 46% of total consumption and 39%-40% of GDP, indicating a significant gap in service consumption scale [4] Group 2: Sector-Specific Analysis - The healthcare sector shows the most pronounced difference, with U.S. per capita healthcare spending at $9,900 compared to China's $350, a 28-fold difference despite similar life expectancy [4][6] - Price comparisons for medical services reveal that U.S. costs are substantially higher, with CT scans costing $5,000 in the U.S. versus $120-$120 in China, a difference of 90-233 times [5] - In the e-commerce sector, China's express delivery service prices are only one-seventh of those in the U.S., with 2024 express delivery volume in China reaching 175.08 billion packages, a 21.5% increase [7] Group 3: Dining and Hospitality - In the food delivery sector, China's average order frequency is double that of the U.S., with a per capita annual order volume of 20.7 compared to 12 in the U.S. [8] - The hotel industry in China has expanded significantly, with 348,717 hotels and a total of 21.5 million rooms, compared to approximately 85,000 hotels and 4.43 million rooms in the U.S. [11][12] - Average daily rates (ADR) for hotels in China are approximately $40, while in the U.S. they are around $165, indicating a substantial price difference [12] Group 4: Overall Consumption Trends - The article concludes that the perception of Chinese consumers as not enjoying services is misleading; rather, the low pricing of services in China contributes to the underestimation of its service consumption potential [13]

Core Insights - The report indicates a significant decline in e-commerce financing in China during the first half of 2025, with a total of 28 financing events, representing a year-on-year decrease of approximately 60% in the number of events and a 40% decrease in total financing amount to about 2.52 billion yuan [1][3][6]. Financing Amount Distribution - The financing rounds distribution shows that the F round accounted for 2.74 billion yuan, making up 49.26% of the total amount; the C round contributed 1.55 billion yuan, or 27.87%; the B+ round accounted for 600 million yuan, or 10.79%; the A round raised 310 million yuan, or 5.57%; D1 round brought in 200 million yuan, or 3.6%; Pre-IPO round raised 100 million yuan, or 1.8%; strategic investments totaled 50 million yuan, or 0.9%; and angel rounds raised 12 million yuan, or 0.21% [3]. Provincial Distribution - Guangdong province led in financing amount with 3.29 billion yuan, accounting for 57.73% of the total; Shanghai followed with 1.43 billion yuan, or 25.09%; Beijing raised 787 million yuan, or 13.81%; Shandong contributed 180 million yuan, or 3.16%; Hunan raised 10 million yuan, or 0.18%; and Zhejiang contributed 2 million yuan, or 0.03% [6]. Monthly Distribution - February recorded the highest financing amount at 1.285 billion yuan, representing 55.53% of the total; March saw 482 million yuan, or 20.83%; June raised 400 million yuan, or 17.29%; January brought in 137 million yuan, or 5.92%; April raised 10 million yuan, or 0.43% [8]. Financing Events Distribution - In terms of the number of financing events, B rounds had the highest count with 5 events, making up 22.73%; A rounds had 4 events, or 18.18%; C, angel, and Pre-IPO rounds each had 3 events, accounting for 13.64% each; F rounds had 2 events, or 9.09%; and D rounds and strategic investments each had 1 event, or 4.54% [10]. Financing Events by Province - Guangdong province had the most financing events with 7 occurrences, accounting for 31.82%; Beijing followed with 5 events, or 22.73%; Shanghai and Jiangsu each had 3 events, or 13.64%; Shandong had 2 events, or 9.09%; and Hunan and Zhejiang each had 1 event, or 4.54% [13]. Notable Financing Events - Neighboring Technology, an e-commerce service provider, completed an angel round financing of 16 million yuan on June 23, 2025, to enhance technology and service efficiency [18] - Temu, an export e-commerce platform, secured an undisclosed amount in A round financing on June 23, 2025, to strengthen global supply chain and market expansion [19] - Haizhi Online, an industrial e-commerce platform, raised 100 million yuan in B+ round financing on June 22, 2025, to improve digital service systems [20] - Global Trade Hub, a cross-border service provider, completed A round financing of 20 million Canadian dollars on June 21, 2025, to develop digital service systems [21] - Fanhu, a food delivery platform, completed B round financing on June 16, 2025, with undisclosed amount to enhance product development and delivery network [22]

Core Insights - JD.com has launched a "Dish Partner" recruitment program with a cash investment of 1 billion yuan to find partners for 1,000 signature dishes, offering a guaranteed minimum share of 1 million yuan per dish and unlimited sales sharing [1][3] - The company plans to invest 10 billion yuan to build a new supply chain, aiming to establish 10,000 "Seven Fresh Kitchens" across the country within three years, helping quality restaurants achieve scale and incremental growth [1][3] Group 1 - The first "Seven Fresh Kitchen" has opened in Beijing, operating on a takeout and self-pickup model without dine-in services, offering dishes priced between 20 to 40 yuan, with subsidized prices around 15 to 20 yuan [3][5] - Partners in the program only need to provide dish recipes and participate in development, while the "Seven Fresh Kitchen" platform handles cooking and quality control [3][6] - The kitchen utilizes cooking robots for food preparation, with each robot having four cooking zones, and is supported by JD.com's investment in the technology company behind these robots [5][6] Group 2 - The business model of "Seven Fresh Kitchen" is designed to collaborate with quality restaurants rather than compete with them, aiming to reclaim market share from lower-quality delivery services [6][7] - JD.com has also launched "Seven Fresh Food MALL" in Harbin, which operates as a third-party merchant food court, differing from the self-operated model of "Seven Fresh Kitchen" [7]

Core Viewpoint - JD.com has launched a "Dish Partner" recruitment plan with a cash investment of 1 billion yuan to find partners for 1,000 signature dishes, offering a guaranteed minimum share of 1 million yuan per dish and unlimited sales sharing potential [2][4]. Group 1: Business Model and Strategy - JD.com plans to invest 10 billion yuan to build a new supply chain, aiming to establish 10,000 "Qixian Xiaochu" locations across the country within three years, helping quality restaurants achieve scale and incremental growth [2][4]. - The "Qixian Xiaochu" model allows partners to provide dish recipes and participate in development, while the platform handles cooking and quality control, selling through takeout and self-pickup [4][5]. - The first "Qixian Xiaochu" opened in Beijing on July 22, 2023, offering dishes priced between 20-40 yuan, with subsidized prices around 15-20 yuan [4][5]. Group 2: Technology and Innovation - The "Qixian Xiaochu" features cooking robots from Meishanshi, with each robot having four cooking zones, operated by chefs during peak hours for dish preparation and plating [4][5]. - JD.com has invested in Oulu Technology, the parent company of Meishanshi, in both 2023 and 2024, indicating a commitment to integrating technology into its food service operations [4]. Group 3: Market Positioning - The business leader of "Qixian Xiaochu" emphasized that the model is not about renting out brands but rather collaborating with quality restaurants to reclaim market share from "ghost kitchens" and "black delivery" services [5]. - JD.com aims to provide high-quality and affordable food through supply chain innovation, enhancing sales for quality restaurants [5]. - The company maintains a strict standard for partnering restaurants, requiring them to meet specific criteria to ensure quality in its delivery service [5].

Group 1 - JD.com announced an investment of 1 billion yuan to launch a "Dish Partner" recruitment plan aimed at national catering brands and individual chefs, with the self-operated brand "Seven Fresh Kitchen" serving as the production platform for freshly cooked meals [2] - The first Seven Fresh Kitchen store has opened in Dongcheng District, Beijing, and has already sold over 1,000 orders on the JD.com takeaway platform [2] - JD.com founder Liu Qiangdong indicated that the new delivery model would differ significantly from Meituan's, and the unveiling of Seven Fresh Kitchen marks this innovation [2][3] Group 2 - Seven Fresh Kitchen aims to recruit partners for 1,000 signature dishes, allowing chefs to provide recipes for the platform to prepare and serve [2][4] - The kitchen emphasizes a fresh supply chain, sourcing ingredients directly from suppliers and preparing meals in a transparent kitchen environment [3] - Several well-known restaurant brands have already signed up as initial partners, although specific collaboration plans have yet to be finalized [4][5] Group 3 - The menu at Seven Fresh Kitchen includes a variety of dishes priced between 10 to 40 yuan, with promotional coupons available [6] - JD.com plans to invest over 10 billion yuan over the next three years to establish more than 10,000 Seven Fresh Kitchen locations nationwide, with partners not required to invest in store setup or labor costs [6] - The competitive landscape may shift as Seven Fresh Kitchen operates alongside other third-party merchants on the JD.com platform, leading to potential market challenges [6]

他还提到，"今天是（七鲜小厨）正式营业第一天，目前已经爆单了，我们现场和外卖订单都非常多， 也有用户说味道非常好，价格很实惠，我们看到这样的评价也很开心、很欣慰。" 刘斌还透露，七鲜小厨不排除入驻其他平台的可能性。"我们是非常开放的，只要消费者有需求，或者 说其他平台也愿意，我们可能一起合作，为广大的消费者提供优质又便宜的餐饮。我们不抢餐厅的生 意，更不涉及跟其他外卖平台之间有什么竞争。我们对餐饮品牌开放合伙人的模式，对消费端也不会设 限在单一平台上经营。"（闫妍） 责任编辑：何俊熹 新浪科技讯 7月22日晚间消息，京东集团正式宣布启动"万店计划"，宣布将在未来三年内投入超百亿元 资金，在全国范围内建设1万家自营外卖门店"七鲜小厨"。 对此，七鲜小厨业务负责人刘斌表示，"七鲜小厨的定位核心是品质餐饮制作平台，我们认为这可能是 餐饮外卖市场15年以来最大的供应链模式创新。" 他进一步解释，我们的初衷是希望通过供应链的创新，帮助消费者吃到有品质、又便宜的食品，帮助品 质餐厅获得更多的销量。"我们现在的餐饮行业，包括外卖行业存在非常多的痛点，传统的餐饮模式很 难实现在全国范围内的连锁经营，从京东角度来讲，我们有可能 ...