京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”

三言科技08-25

8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

红运当头588
08-25
红运当头588
你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2562219173?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-08-25 15:35","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2562219173","market":"us","top_or_hot":-1,"title":"京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”","media":"三言科技","content":"<div>\n<p>8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 15:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1188198961.HKD","symbol_name":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b","article_id":"2562219173","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2562219173","pubTimestamp":1756107306,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK4614":"Manus概念股","BK4579":"人工智能","BK4588":"碎股","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","IE0008368742.USD":"首域中国增长基金I Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4551":"寇图资本持仓","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4509":"腾讯概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4220":"综合零售","BK4524":"宅经济概念","JD":"京东","BK4504":"桥水持仓","BK4531":"中概回港概念","BK4526":"热门中概股","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4503":"景林资产持仓","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK4122":"互联网与直销零售","BK4558":"双十一","09618":"京东集团-SW","BK4505":"高瓴资本持仓","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"translate_title":"JD.com Takeaway Guo Qing: Instead of reflecting the market position by the volume of orders, Qixian Kitchen cracks down on \"ghost takeaway\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09618":0.6,"JD":1},"content_text":"8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。七鲜小厨首店上线一周，日均订单超1000单，3日复购率高于平均水平220%，带动周边3公里商圈内数千家餐厅总体订单环比增长12%。京东CEO许冉也曾表示，7月以来行业竞争加剧，但过度竞争行为未带来模式创新和增量价值，反而扰乱行业价格体系，给商家带来困扰，因此不可持续。京东目前主要精力集中在完善平台系统，提升用户、商家和骑手体验。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。京东官方8月19日发布数据，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承担所有费用，每人每月平均缴纳约2000元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":471326040764576,"gmtCreate":1756112668537,"gmtModify":1756112670997,"author":{"id":"3456148144210798","authorId":"3456148144210798","name":"红运当头588","avatar":"https://static.laohu8.com/e64dd6a35d010ea53e62ddc888735359","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3456148144210798","idStr":"3456148144210798"},"htmlText":"你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓","listText":"你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓","text":"你们哪是打击幽灵外卖啊，你们是吸餐饮商家的血和脊髓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471326040764576","repostId":2562219173,"repostType":2,"repost":{"id":"2562219173","kind":"news","pubTimestamp":1756107306,"share":"https://www.laohu8.com/m/news/2562219173?lang=&edition=full","pubTime":"2025-08-25 15:35","market":"us","language":"zh","title":"京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”","url":"https://stock-news.laohu8.com/highlight/detail?id=2562219173","media":"三言科技","summary":"8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。","content":"<html><body><article><p>8月25日，<a href=\"https://laohu8.com/S/JD\">京东</a>外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。</p><p>郭庆还指出，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。</p><p>京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。七鲜小厨首店上线一周，日均订单超1000单，3日复购率高于平均水平220%，带动周边3公里商圈内数千家餐厅总体订单环比增长12%。</p><p>京东CEO许冉也曾表示，7月以来行业竞争加剧，但过度竞争行为未带来模式创新和增量价值，反而扰乱行业价格体系，给商家带来困扰，因此不可持续。京东目前主要精力集中在完善平台系统，提升用户、商家和骑手体验。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。</p><p>京东官方8月19日发布数据，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承担所有费用，每人每月平均缴纳约2000元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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京东外卖郭庆：不以冲单量体现市场地位，七鲜小厨打击“幽灵外卖”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 15:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","BK4614":"Manus概念股","BK4579":"人工智能","BK4588":"碎股","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","LU1688375341.USD":"贝莱德中国灵活股票基金","IE0008368742.USD":"首域中国增长基金I Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","BK4551":"寇图资本持仓","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4509":"腾讯概念","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4220":"综合零售","BK4524":"宅经济概念","JD":"京东","BK4504":"桥水持仓","BK4531":"中概回港概念","BK4526":"热门中概股","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4503":"景林资产持仓","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","BK4122":"互联网与直销零售","BK4558":"双十一","09618":"京东集团-SW","BK4505":"高瓴资本持仓","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825153756a49d1f2f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2562219173","content_text":"8月25日，京东外卖业务核心负责人郭庆表示，京东外卖绝不会掉入单量陷阱，也不会以冲单量来体现市场地位或制造市场泡沫。他认为外卖业务应以5到10年为周期看待发展，而非争一时之长短。郭庆还指出，美团“闪购”等即时零售的供给丰富度远少于电商，商品来源高度依赖第三方商家，品质和服务缺乏管控，这对于消费者购买高价值3C产品尤为关键。京东7月底宣布入局生鲜供应链，推出“品质餐饮合营制作平台”七鲜小厨，并启动菜品合伙人招募。郭庆表示，七鲜小厨主要解决20元以下的餐品需求，打击的是“幽灵外卖”，而非竞争正餐市场。七鲜小厨首店上线一周，日均订单超1000单，3日复购率高于平均水平220%，带动周边3公里商圈内数千家餐厅总体订单环比增长12%。京东CEO许冉也曾表示，7月以来行业竞争加剧，但过度竞争行为未带来模式创新和增量价值，反而扰乱行业价格体系，给商家带来困扰，因此不可持续。京东目前主要精力集中在完善平台系统，提升用户、商家和骑手体验。京东将针对不同地域和用户群体提供更精细的促销策略，以提高规模效率、履约效率和系统能力。京东官方8月19日发布数据，截至目前，京东外卖全职骑手已突破15万人，公司为他们全部缴纳五险一金且承担所有费用，每人每月平均缴纳约2000元。","news_type":1,"symbols_score_info":{"09618":0.6,"JD":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2562219173","isCrawlerRequest":true}