伯恩斯坦：中国互联网：外卖大战？表面是，实则非

6 May 2025 China Internet China Internet: Food delivery wars? Well yes, but actually no Robin Zhu +852 2123 2659 robin.zhu@bernsteinsg.com Charles Gou +852 2123 2618 charles.gou@bernsteinsg.com Min-Joo Kang +852 2123 2644 minjoo.kang@bernsteinsg.com Charlie Peng +81 3 6777 6993 charlie.peng@bernsteinsg.com One Night in Beijing. Yours truly spent much of April on the road, meeting companies and investors, including making a stop in Beijing where we met with industry contacts close to Meituan and JD. JD's att ...