烧了1200多亿后，外卖大战可能不打了，大赢家是京东？

Ofweek维科网12-03

本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这...

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精彩评论

纯情爆烤鸭
12-06
纯情爆烤鸭
我已经忘记京东了时长是一个很重要的因数没能让用户习惯上
财富小鱼哥
12-04
财富小鱼哥
就那么一点份额，谈不上鼎立吧

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JD.com?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09618":0.6,"09988":0.9,"JD":1.5,"03690":0.9},"content_text":"本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":508119364235320,"gmtCreate":1765032716112,"gmtModify":1765074717188,"author":{"id":"3547782873885848","authorId":"3547782873885848","name":"纯情爆烤鸭","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3547782873885848","idStr":"3547782873885848"},"htmlText":"我已经忘记京东了 时长是一个很重要的因数 没能让用户习惯上","listText":"我已经忘记京东了 时长是一个很重要的因数 没能让用户习惯上","text":"我已经忘记京东了 时长是一个很重要的因数 没能让用户习惯上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508119364235320","repostId":2588509764,"repostType":2,"repost":{"id":"2588509764","kind":"news","pubTimestamp":1764740888,"share":"https://www.laohu8.com/m/news/2588509764?lang=zh_CN&edition=full","pubTime":"2025-12-03 13:48","market":"us","language":"zh","title":"烧了1200多亿后，外卖大战可能不打了，大赢家是京东？","url":"https://stock-news.laohu8.com/highlight/detail?id=2588509764","media":"Ofweek维科网","summary":"但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","content":"<html><body><article><p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。</p><p>但不曾想，今年，<a href=\"https://laohu8.com/S/JD\">京东</a>正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。</p><p>而曾经的巨头<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110015701137.jpg\"/><p>于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。</p><p>根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。</p><p>而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。</p><p>结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，<a href=\"https://laohu8.com/S/03690\">美团</a>大约是400来亿，而<a href=\"https://laohu8.com/S/09988\">阿里</a>则超过了500亿。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110017904595.jpg\"/><p>不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。</p><p>而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110019592629.jpg\"/><p>那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？</p><p>谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。</p><p>首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110022298399.jpg\"/><p>其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。</p><p>也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？</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>烧了1200多亿后，外卖大战可能不打了，大赢家是京东？</title>\n<style 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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烧了1200多亿后，外卖大战可能不打了，大赢家是京东？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b\">网页链接</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","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4551":"寇图资本持仓","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","BK4531":"中概回港概念","09618":"京东集团-SW","03690":"美团-W","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","JD":"京东","BK4122":"互联网与直销零售","BK4558":"双十一","BK4505":"高瓴资本持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4504":"桥水持仓","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588509764","content_text":"本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","news_type":1,"symbols_score_info":{"09618":0.6,"09988":0.9,"JD":1.5,"03690":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":507211266711856,"gmtCreate":1764810780845,"gmtModify":1764810783326,"author":{"id":"3547111063007555","authorId":"3547111063007555","name":"财富小鱼哥","avatar":"https://static.tigerbbs.com/d6ad5275f30c430212962909ec481d87","vip":1,"crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3547111063007555","idStr":"3547111063007555"},"htmlText":"就那么一点份额，谈不上鼎立吧","listText":"就那么一点份额，谈不上鼎立吧","text":"就那么一点份额，谈不上鼎立吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507211266711856","repostId":2588509764,"repostType":2,"repost":{"id":"2588509764","kind":"news","pubTimestamp":1764740888,"share":"https://www.laohu8.com/m/news/2588509764?lang=zh_CN&edition=full","pubTime":"2025-12-03 13:48","market":"us","language":"zh","title":"烧了1200多亿后，外卖大战可能不打了，大赢家是京东？","url":"https://stock-news.laohu8.com/highlight/detail?id=2588509764","media":"Ofweek维科网","summary":"但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","content":"<html><body><article><p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。</p><p>但不曾想，今年，<a href=\"https://laohu8.com/S/JD\">京东</a>正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。</p><p>而曾经的巨头<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/BABA\">阿里</a>当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110015701137.jpg\"/><p>于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。</p><p>根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。</p><p>而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。</p><p>结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，<a href=\"https://laohu8.com/S/03690\">美团</a>大约是400来亿，而<a href=\"https://laohu8.com/S/09988\">阿里</a>则超过了500亿。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110017904595.jpg\"/><p>不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。</p><p>而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110019592629.jpg\"/><p>那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？</p><p>谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。</p><p>首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202512/03110022298399.jpg\"/><p>其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。</p><p>也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？</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>烧了1200多亿后，外卖大战可能不打了，大赢家是京东？</title>\n<style 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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烧了1200多亿后，外卖大战可能不打了，大赢家是京东？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b\">网页链接</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","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4551":"寇图资本持仓","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","BK4531":"中概回港概念","09618":"京东集团-SW","03690":"美团-W","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","JD":"京东","BK4122":"互联网与直销零售","BK4558":"双十一","BK4505":"高瓴资本持仓","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4504":"桥水持仓","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203134858a720bc11&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588509764","content_text":"本来以为，外卖界的战火早熄灭了好几年，不会再发生战争了。但不曾想，今年，京东正式杀入外卖行业，并且一出手就是王炸，直接进行补贴大战，掀起战火。而曾经的巨头美团、阿里当然也不是吃素的，京东你要进来，还要看我们同意不同意，你有钱烧，我们也不缺钱，那就一起打吧。于是在二季度，三巨头全面掀起外卖大战，大家都是巨额补贴，疯狂撒币。根据三巨头的二季度报表，三家巨头在二季度外卖大战中，烧掉了350亿美元左右，这可真的是真金白银烧掉的，不是数字游戏。而三季度，三家继续烧钱，按照三季度的报表，三家巨头如果对比去年同期，应该是少了800多亿的营收，换个角度来讲，就是烧掉了800多亿。结合二、三季度，这三大巨头，补贴上花的钱，达到了1200亿元左右，其中京东大约是300来亿，美团大约是400来亿，而阿里则超过了500亿。不过，外卖大战打到现在，也差不太多了，接下来估计不会再打了，像阿里之前计划的补贴就是500来亿，到目前已经用的差不多了。而像京东、美团也打的差不多了，不会再去打这外外卖大战了，消费者其实也能够感受得到，进入11月份，其实补贴就越来越少了，到了12月份，那就更少了，原因就是三巨头补贴减少。那么问题就来了，烧了这么多钱，打了半年的大战，谁赢了，谁输了？谁输了不好说，毕竟这种战争本来就很难有输家，三巨头底气很足的，输还真的谈不上。但赢家我觉得是京东，他是真赢了。首先，京东烧的钱，不算最多的，大约也就是300来亿，算是三巨头中较少的了。其次，原来的外卖江湖，其实主要就是被美团、阿里垄断的，没有第三家。但如今京东硬生生的插入进来了，成为了三巨头之一，大家点外卖也会想起京东。也许从份额来看，京东还比不上美团、阿里，但仅凭这300来亿，就做成这样，实现了三足鼎立，你说京东是不是赢了？","news_type":1,"symbols_score_info":{"09618":0.6,"09988":0.9,"JD":1.5,"03690":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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