Under the fierce offensive, there has indeed been a “miraculous” effect. On April 24, JD Food Delivery announced that at 8:19 PM on April 22, the daily order volume exceeded 10 million orders. And on April 15, JD Food Delivery disclosed that the daily order volume had exceeded 5 million orders. A reporter from “The Economic Daily” noticed that from the official launch on March 1 to 5 million orders, JD Food Delivery took 46 days; and from 5 million to 10 million daily orders, it only took about a week.

Reviewing the past week: JD Group founder and Board Chairman Liu Qiangdong personally took to delivering food, taking photos with consumers, inviting delivery workers to hotpot meals, and even promising to arrange work for the partners of the riders… The JD Food Delivery system “crashed” twice due to excessive traffic, and the topic of “JD Food Delivery crashed” topped the 热搜 twice.

Although the daily order volume has reached 10 million orders, there is still a certain gap in scale compared to Meituan, but this growth rate is undoubtedly astonishing. JD Blackboard shows that from the first order of the food delivery service to the current 10 millionth order, JD Food Delivery has served 166 cities across the country.

Whether it’s the past “hundred troop battles” or the current competition between JD and Meituan in the food delivery market, it fully illustrates that the business model of the food delivery business is not simple, and local life is not a track where a “small and beautiful” story can be told. What is the key to this “life-and-death game”? After JD Delivery reaches the 10 million order volume, who will sound the alarm first?

Merchants can join for free without paying any commission, and the platform pays for the “five insurances and one fund” for riders, as well as launching a “billion yuan subsidy” for food delivery. On the merchant, rider, and user ends, JD Delivery offers almost the highest level of treatment. It’s not just courage that drives this “triple strategy”; a series of actions must have been planned for a long time and calculated meticulously.

In terms of market considerations, regarding why JD Group is doing food delivery, CEO Xu Ran said in a recent small-scale communication that the most important thing for JD to do food delivery is to solve industry pain points and meet user needs. She believes that “the food delivery industry is a broad track, which can accommodate multiple platforms.”

At least a year of preparation has made JD confront Meituan fiercely from the beginning of the year. On the same day (April 15th) when the daily order volume exceeded 5 million orders, an internal speech by Liu Qiangdong, the founder and board chairman of JD Group, in 2024 was first exposed. He directly criticized the high commission fees of food delivery platforms and required that the profit margin of JD’s food delivery not exceed 5%, immediately pushing this confrontation to a climax.

However, on April 21st, JD released an open letter to all food delivery riders, in response to some platforms forcing riders to “choose one” and not being able to accept JD’s instant delivery orders. In order to support riders’ freedom to accept orders and ensure their income, JD has introduced a number of measures, including increasing the recruitment of full-time riders, raising the recruitment quota from 50,000 to 100,000 in the next three months. Subsequently, Meituan once again denied the “choose one” claim.

This new confrontation is still hot, on the same day, a user named “Jeffery” posted on social media, “Received the first food delivery order from Dong Ge, what an honor! It’s also like enjoying the service of a big boss with a billion yuan, wishing JD a prosperous and ever-increasing business!” JD responded to a reporter from “The Economic Daily News” that the message was “true.” Subsequently, a video obtained by a reporter from “The Economic Daily News” showed that after Liu Qiangdong personally participated in food delivery, he invited the delivery riders to eat hotpot at Haidilao. During the meal, Liu Qiangdong talked about his feelings of delivering food and paying for the “five insurances and one fund” for the riders, and expressed his hope that the full-time food delivery staff of JD could reach 1 million in the future.

In just two days, multiple JD.com Takeaway-related terms frequently topped the 热搜 list.

E-commerce analyst and founder of the Dolphin Think Tank, Li Chengdong, believes that the rapid increase from 5 million orders per day to 10 million orders in just one week demonstrates JD.com’s strong execution capabilities. “On one hand, the subsidies for takeout are substantial, and on the other hand, the strong ‘penetration’ of the promotion has attracted a large number of takeout users to flood into JD.com,” Li Chengdong said.