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Jay Lee
09-23
9月23号了你拿截止6月份的数据
京东外卖占全国外卖市场超31%份额
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href=\"https://laohu8.com/S/JD\">京东</a>外卖占全国外卖市场超31%份额》的报道。</p><p>京东外卖进入大众视野后，市场占有情况如何？本报记者采访了京东相关负责人。</p><p><strong>——京东外卖日订单量突破2500万单</strong></p><p>记者：截至目前，京东在外卖市场的占有情况如何？</p><p>京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破百万，京东外卖全职骑手突破15万人。第三方调研机构艾瑞数据显示，截至2025年6月1日，京东外卖占据全国外卖市场超31%的份额，在品质外卖细分领域约有45%的<span>市场占有率</span>。</p><p><strong>——外卖恶性补贴京东完全没有参与</strong></p><p>记者：据报道，“外卖大战”使部分商家实际收入减少15%以上，京东怎么看？</p><p>京东：有些平台推出的补贴政策属于恶性补贴，是严重内卷的表现，属于恶性竞争。京东完全没有参与。</p><p><strong>——未解决的垄断是外卖行业内卷的底层原因</strong></p><p>记者：外卖平台价格战的根源是什么？停止“内卷式”竞争的难点在哪里？</p><p>京东：平台垄断、集中度过高，是造成外卖行业食品安全问题频发、幽灵外卖大行其道、商家对高佣金叫苦不迭、骑手权益得不到保障等问题的底层原因。未解决的垄断是外卖行业内卷的底层原因。</p><p>停止“内卷式”竞争的难点在于：第一，平台商业模式和行业生态之间的矛盾难以调和。第二，平台竞争惯性与价格内卷之间的矛盾持续激化。平台竞争模式不创新，就会持续激化价格内卷，给行业带来损害。同时，也要警惕反低价变成限制竞争。第三，头部平台往往利用市场优势地位，形成阻碍后进入者的壁垒。</p><p><strong>——京东将如何做外卖？</strong></p><p>采访中，京东表示，将针对商家高佣金痛点降佣减负。今年5月1日前入驻商家全年免佣金，未来长期的商户佣金不超过5%。其次，设定公开透明的价格促销和补贴规则，助力商家增收又增利。京东称，希望靠科技+供应链提升效率，创造增量。比如，引入、选择、培育“品质商家”，提升商家数字化经营能力。不通过捆绑补贴损害商家利益。打造“七鲜小厨”品牌，采取“菜品合伙人”方式打造“品质餐饮合营制作平台”，3年内在全国建设1万家，实现供应链模式创新。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东外卖占全国外卖市场超31%份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-23 14:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923141314953f6faf&s=b><strong>新华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月15日,《新华每日电讯》发表题为《京东外卖占全国外卖市场超31%份额》的报道。京东外卖进入大众视野后，市场占有情况如何？本报记者采访了京东相关负责人。——京东外卖日订单量突破2500万单记者：截至目前，京东在外卖市场的占有情况如何？京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923141314953f6faf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4505":"高瓴资本持仓","09618":"京东集团-SW","BK4504":"桥水持仓","BK4614":"Manus概念股","BK4579":"人工智能","BK4588":"碎股","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923141314953f6faf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569761445","content_text":"9月15日,《新华每日电讯》发表题为《京东外卖占全国外卖市场超31%份额》的报道。京东外卖进入大众视野后，市场占有情况如何？本报记者采访了京东相关负责人。——京东外卖日订单量突破2500万单记者：截至目前，京东在外卖市场的占有情况如何？京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破百万，京东外卖全职骑手突破15万人。第三方调研机构艾瑞数据显示，截至2025年6月1日，京东外卖占据全国外卖市场超31%的份额，在品质外卖细分领域约有45%的市场占有率。——外卖恶性补贴京东完全没有参与记者：据报道，“外卖大战”使部分商家实际收入减少15%以上，京东怎么看？京东：有些平台推出的补贴政策属于恶性补贴，是严重内卷的表现，属于恶性竞争。京东完全没有参与。——未解决的垄断是外卖行业内卷的底层原因记者：外卖平台价格战的根源是什么？停止“内卷式”竞争的难点在哪里？京东：平台垄断、集中度过高，是造成外卖行业食品安全问题频发、幽灵外卖大行其道、商家对高佣金叫苦不迭、骑手权益得不到保障等问题的底层原因。未解决的垄断是外卖行业内卷的底层原因。停止“内卷式”竞争的难点在于：第一，平台商业模式和行业生态之间的矛盾难以调和。第二，平台竞争惯性与价格内卷之间的矛盾持续激化。平台竞争模式不创新，就会持续激化价格内卷，给行业带来损害。同时，也要警惕反低价变成限制竞争。第三，头部平台往往利用市场优势地位，形成阻碍后进入者的壁垒。——京东将如何做外卖？采访中，京东表示，将针对商家高佣金痛点降佣减负。今年5月1日前入驻商家全年免佣金，未来长期的商户佣金不超过5%。其次，设定公开透明的价格促销和补贴规则，助力商家增收又增利。京东称，希望靠科技+供应链提升效率，创造增量。比如，引入、选择、培育“品质商家”，提升商家数字化经营能力。不通过捆绑补贴损害商家利益。打造“七鲜小厨”品牌，采取“菜品合伙人”方式打造“品质餐饮合营制作平台”，3年内在全国建设1万家，实现供应链模式创新。","news_type":1,"symbols_score_info":{"09618":0.6,"JD":1.5}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":481728146173984,"gmtCreate":1758633216839,"gmtModify":1758634259855,"author":{"id":"3547452417703953","authorId":"3547452417703953","name":"Jay 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14:13","market":"us","language":"zh","title":"京东外卖占全国外卖市场超31%份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2569761445","media":"新华社","summary":"京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破百万，京东外卖全职骑手突破15万人。第三方调研机构艾瑞数据显示，截至2025年6月1日，京东外卖占据全国外卖市场超31%的份额，在品质外卖细分领域约有45%的市场占有率。","content":"<html><body><article><p>9月15日,《新华每日电讯》发表题为《<a href=\"https://laohu8.com/S/JD\">京东</a>外卖占全国外卖市场超31%份额》的报道。</p><p>京东外卖进入大众视野后，市场占有情况如何？本报记者采访了京东相关负责人。</p><p><strong>——京东外卖日订单量突破2500万单</strong></p><p>记者：截至目前，京东在外卖市场的占有情况如何？</p><p>京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破百万，京东外卖全职骑手突破15万人。第三方调研机构艾瑞数据显示，截至2025年6月1日，京东外卖占据全国外卖市场超31%的份额，在品质外卖细分领域约有45%的<span>市场占有率</span>。</p><p><strong>——外卖恶性补贴京东完全没有参与</strong></p><p>记者：据报道，“外卖大战”使部分商家实际收入减少15%以上，京东怎么看？</p><p>京东：有些平台推出的补贴政策属于恶性补贴，是严重内卷的表现，属于恶性竞争。京东完全没有参与。</p><p><strong>——未解决的垄断是外卖行业内卷的底层原因</strong></p><p>记者：外卖平台价格战的根源是什么？停止“内卷式”竞争的难点在哪里？</p><p>京东：平台垄断、集中度过高，是造成外卖行业食品安全问题频发、幽灵外卖大行其道、商家对高佣金叫苦不迭、骑手权益得不到保障等问题的底层原因。未解决的垄断是外卖行业内卷的底层原因。</p><p>停止“内卷式”竞争的难点在于：第一，平台商业模式和行业生态之间的矛盾难以调和。第二，平台竞争惯性与价格内卷之间的矛盾持续激化。平台竞争模式不创新，就会持续激化价格内卷，给行业带来损害。同时，也要警惕反低价变成限制竞争。第三，头部平台往往利用市场优势地位，形成阻碍后进入者的壁垒。</p><p><strong>——京东将如何做外卖？</strong></p><p>采访中，京东表示，将针对商家高佣金痛点降佣减负。今年5月1日前入驻商家全年免佣金，未来长期的商户佣金不超过5%。其次，设定公开透明的价格促销和补贴规则，助力商家增收又增利。京东称，希望靠科技+供应链提升效率，创造增量。比如，引入、选择、培育“品质商家”，提升商家数字化经营能力。不通过捆绑补贴损害商家利益。打造“七鲜小厨”品牌，采取“菜品合伙人”方式打造“品质餐饮合营制作平台”，3年内在全国建设1万家，实现供应链模式创新。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东外卖占全国外卖市场超31%份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-23 14:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923141314953f6faf&s=b><strong>新华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月15日,《新华每日电讯》发表题为《京东外卖占全国外卖市场超31%份额》的报道。京东外卖进入大众视野后，市场占有情况如何？本报记者采访了京东相关负责人。——京东外卖日订单量突破2500万单记者：截至目前，京东在外卖市场的占有情况如何？京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923141314953f6faf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4505":"高瓴资本持仓","09618":"京东集团-SW","BK4504":"桥水持仓","BK4614":"Manus概念股","BK4579":"人工智能","BK4588":"碎股","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250923141314953f6faf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569761445","content_text":"9月15日,《新华每日电讯》发表题为《京东外卖占全国外卖市场超31%份额》的报道。京东外卖进入大众视野后，市场占有情况如何？本报记者采访了京东相关负责人。——京东外卖日订单量突破2500万单记者：截至目前，京东在外卖市场的占有情况如何？京东：2025年3月，京东正式推出外卖业务。截至目前，京东外卖覆盖350个城市，日订单量突破2500万单，入驻超过150万家品质餐饮门店，近200个餐饮品牌订单量破百万，京东外卖全职骑手突破15万人。第三方调研机构艾瑞数据显示，截至2025年6月1日，京东外卖占据全国外卖市场超31%的份额，在品质外卖细分领域约有45%的市场占有率。——外卖恶性补贴京东完全没有参与记者：据报道，“外卖大战”使部分商家实际收入减少15%以上，京东怎么看？京东：有些平台推出的补贴政策属于恶性补贴，是严重内卷的表现，属于恶性竞争。京东完全没有参与。——未解决的垄断是外卖行业内卷的底层原因记者：外卖平台价格战的根源是什么？停止“内卷式”竞争的难点在哪里？京东：平台垄断、集中度过高，是造成外卖行业食品安全问题频发、幽灵外卖大行其道、商家对高佣金叫苦不迭、骑手权益得不到保障等问题的底层原因。未解决的垄断是外卖行业内卷的底层原因。停止“内卷式”竞争的难点在于：第一，平台商业模式和行业生态之间的矛盾难以调和。第二，平台竞争惯性与价格内卷之间的矛盾持续激化。平台竞争模式不创新，就会持续激化价格内卷，给行业带来损害。同时，也要警惕反低价变成限制竞争。第三，头部平台往往利用市场优势地位，形成阻碍后进入者的壁垒。——京东将如何做外卖？采访中，京东表示，将针对商家高佣金痛点降佣减负。今年5月1日前入驻商家全年免佣金，未来长期的商户佣金不超过5%。其次，设定公开透明的价格促销和补贴规则，助力商家增收又增利。京东称，希望靠科技+供应链提升效率，创造增量。比如，引入、选择、培育“品质商家”，提升商家数字化经营能力。不通过捆绑补贴损害商家利益。打造“七鲜小厨”品牌，采取“菜品合伙人”方式打造“品质餐饮合营制作平台”，3年内在全国建设1万家，实现供应链模式创新。","news_type":1,"symbols_score_info":{"09618":0.6,"JD":1.5}},"isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
