Core Viewpoint - The competition in the food delivery industry remains intense, with both JD.com and Meituan launching physical collective stores to enhance their service offerings and operational efficiency [1][9]. Group 1: JD.com Initiatives - JD.com opened its first offline delivery store, "Qixian Xiaochu," which experienced overwhelming demand, leading to system adjustments that restricted orders from outside delivery areas [1][6]. - The store's popularity was evident as delivery personnel faced long wait times, with some orders being canceled due to excessive delays [1][6]. - JD.com plans to invest 10 billion yuan to recruit "dish partners" and aims to establish 10,000 Qixian Xiaochu stores nationwide within three years [9]. Group 2: Meituan Developments - Meituan announced its "Raccoon Kitchen" initiative, planning to build 1,200 locations over the next three years, starting with nine in Beijing [9]. - The Raccoon Kitchen will serve as a centralized delivery kitchen, providing infrastructure for various restaurant businesses, emphasizing transparency and traceability in food preparation [9]. Group 3: Market Dynamics - The surge in orders at JD.com's Qixian Xiaochu was attributed to increased consumer awareness following its opening, indicating a strong market response to new entrants [6][9]. - The competitive landscape is evolving, with both companies adopting different business models to capture market share in the food delivery sector [9].

21世纪经济报道记者孔海丽 北京报道 外卖大战仍未熄火，京东、美团都搞起了实体集合店。 记者于11点50分在七鲜小厨下了一单自提订单，单号已经排到了300多。到12点半，出餐单号到了200出 头。由于外卖订单实在太多，有的外卖员只能和顾客商讨取消事宜。 据现场的工作人员介绍，昨天还没这么多人，可能是今天大家听说了"京东首家外卖店"的消息，订单量 突然大了起来。 一位外卖骑手给记者展示的接单页面显示，他在七鲜小厨共接了3单，但单号之间的顺序相隔较远，有 一单是270多号，有一单是330多号，而这两单之间的配送距离相距11公里，在有效配送时限内送达已经 是不可能完成的任务。 现场不少自提的消费者告诉记者，他们也是昨天才听说这家新开的店。一位中年女性消费者表示，她想 来现场看看，到底是不是现炒，尝尝味道如何。 京东开的店，或许可以理解为现炒集合店，对外招揽招牌菜，七鲜小厨现炒现做，由京东提供生鲜食 材、洗切装配，24小时后厨直播。 刘强东曾在618前夕的分享中提到，"再过一个月，京东外卖很快就会出现一个跟美团完全不同的商业模 式"。七鲜小厨被认为是这一模式的具体落地。 22日下午，21世纪经济报道记者发现，京东的首 ...