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].