我们必须要创新。不创新、沉迷于制造泡沫，外卖行业就干没了。（中国企业家）#京东外卖高管暗讽 淘宝外卖抄袭##京东外卖郭庆回应美团自称被迫反击# 【#京东外卖高管称只造泡沫行业就没了#】京东外卖业务核心负责人郭庆在接受《中国企业家》采访时 表示：最近两月泡沫太多了，其他平台也承认自己的单量里有很多泡沫。这是不正常的，也没有意义。 我们看到，最近在相关部门指导下，行业正在逐渐回归理性。 现在外卖行业最大的问题在于供给侧，因为短期看需求，长期看供给。现在的外卖补贴大战并不改变供 给，只是在短期内通过低价，拉动了一部分需求，一定不可持续。要把注意力和资源投到长期的供给 上，这是我们的内部共识。 ...

【#京东外卖高管暗讽淘宝外卖抄袭#】京东外卖业务核心负责人郭庆在接受《中国企业家》采访时表 示：淘宝加码外卖的时间节点，比我们晚了两个月左右，大概在"五一"前。而且淘宝APP里的外卖入口 设计，频道页面、营销形式，都和京东基本上是一样的。这说明，淘宝的外卖团队确实是一个学习能力 很强的组织。（中国企业家）#京东外卖郭庆回应美团自称被迫反击# ...

Group 1 - The core point of the article is the intense competition in the Chinese food delivery market, particularly between Meituan and Taobao, with record-breaking order volumes being reported [2][3][6] - On July 5, Meituan announced it achieved over 120 million orders in a single day, marking the highest order volume ever recorded by a single company in history [2] - Taobao, a major competitor, reported over 80 million orders on the same day, showcasing its rapid growth in the food delivery sector since launching the service in May [3][4] Group 2 - The overall daily capacity of the Chinese food delivery market was around 10 million orders before the competition intensified, but it surged to over 20 million orders by July [6] - The competition was initially sparked by JD.com, but the main battle has shifted to Taobao versus Meituan, with Alibaba's Taobao taking a leading role [7][8][9] - Taobao's entry into the food delivery market is seen as a strategic move to leverage its existing user base and enhance its e-commerce business [14][33] Group 3 - Alibaba's acquisition of Ele.me in 2018 did not yield significant results, with the platform struggling to achieve profitability and maintain market share against Meituan [16][17] - The integration of Ele.me into Taobao's operations indicates a shift in strategy, allowing Taobao to absorb Ele.me's losses and utilize its cash flow [26] - Taobao's existing delivery network and user traffic provide a competitive advantage over JD.com and other entrants in the food delivery market [28][30] Group 4 - The ongoing food delivery war has led to significant consumer benefits, with many enjoying substantial discounts and promotions [11][12] - However, the competition primarily favors large chain brands, as platforms tend to allocate subsidies to them due to lower operational costs compared to smaller businesses [53][54] - The long-term implications of these subsidies may lead to a shift in consumer behavior, with more customers opting for delivery over in-store purchases, potentially harming smaller restaurants [62][63]