京东外卖一周年：累计拒绝100万“黑店”，今年市占率要干到30%

亿邦动力03-02

文丨郑雅日前，京东公布了自去年3月1日上线京东外卖以来，外卖业务这一年的业绩。数据显示，一年内，京东外卖的用户数超2.4亿、外卖市场份额超过15%。京东外卖也累计拒绝了100万家不符合标准的“黑外卖”门店。对于2026年的发展规划，京东外卖将拓展到店自提和团购业务，同时重点发力七鲜小厨。具体来看，在到店自提和团购业务方面，京东外卖去年年底上线了自提业务；到店团购业务也将在全国上线，首批复盖100万...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2616382284?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-02 16:04","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2616382284","market":"hk","top_or_hot":-1,"title":"京东外卖一周年：累计拒绝100万“黑店”，今年市占率要干到30%","media":"亿邦动力","content":"<div>\n<p>文丨郑雅日前，京东公布了自去年3月1日上线京东外卖以来，外卖业务这一年的业绩。数据显示，一年内，京东外卖的用户数超2.4亿、外卖市场份额超过15%。京东外卖也累计拒绝了100万家不符合标准的“黑外卖”门店。对于2026年的发展规划，京东外卖将拓展到店自提和团购业务，同时重点发力七鲜小厨。具体来看，在到店自提和团购业务方面，京东外卖去年年底上线了自提业务；到店团购业务也将在全国上线，首批复盖100万...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302170249a441722e&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>京东外卖一周年：累计拒绝100万“黑店”，今年市占率要干到30%</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京东外卖一周年：累计拒绝100万“黑店”，今年市占率要干到30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302170249a441722e&s=b><strong>亿邦动力</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨郑雅日前，京东公布了自去年3月1日上线京东外卖以来，外卖业务这一年的业绩。数据显示，一年内，京东外卖的用户数超2.4亿、外卖市场份额超过15%。京东外卖也累计拒绝了100万家不符合标准的“黑外卖”门店。对于2026年的发展规划，京东外卖将拓展到店自提和团购业务，同时重点发力七鲜小厨。具体来看，在到店自提和团购业务方面，京东外卖去年年底上线了自提业务；到店团购业务也将在全国上线，首批复盖100万...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302170249a441722e&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":"LU0228367735.SGD","symbol_name":"Eastspring Investments - Asian Equity Fund AS SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302170249a441722e&s=b","article_id":"2616382284","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302170249a441722e&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=2616382284","pubTimestamp":1772438680,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"数据显示，一年内，京东外卖的用户数超2.4亿、外卖市场份额超过15%。京东外卖也累计拒绝了100万家不符合标准的“黑外卖”门店。在京东外卖的规划中，2026年，平台将重点发展七鲜小厨的创新模式，预计在2026年底完成所有一二线城市的布局。值得关注的是，基于上述两方面的关键布局，京东希望在2026年外卖市场的份额达到30%。具体的业绩指标上，2025年6月时，京东外卖日订单量已经突破2500万单。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1619":"稳定币概念","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","JD":"京东","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","09618":"京东集团-SW","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU1224444064.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AM\" (USDHDG) INC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0048580855.USD":"富达大中华区A","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","BK1591":"就地过年概念","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK1610":"ETF&股票定投概念","BK1575":"同股不同权","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","BK1615":"港股-互联网","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU1044875133.USD":"天利亚洲反向股票 AU Acc","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0828237510.HKD":"SCHRODER ISF BIC (BRAZ IN CH)\"A\" (HKD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0228659784.USD":"施罗德金砖四国基金","LU0051755006.USD":"摩根大通中国A (dist)","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK1502":"双十一","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","BK1249":"综合零售","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK1142":"互联网与直销零售","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1588":"回港中概股","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC"},"translate_title":"The first anniversary of JD.com's food delivery: a total of 1 million \"black stores\" have been rejected, and the market share will reach 30% this year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"JD":1.96,"09618":1.96},"content_text":"文丨郑雅日前，京东公布了自去年3月1日上线京东外卖以来，外卖业务这一年的业绩。数据显示，一年内，京东外卖的用户数超2.4亿、外卖市场份额超过15%。京东外卖也累计拒绝了100万家不符合标准的“黑外卖”门店。对于2026年的发展规划，京东外卖将拓展到店自提和团购业务，同时重点发力七鲜小厨。具体来看，在到店自提和团购业务方面，京东外卖去年年底上线了自提业务；到店团购业务也将在全国上线，首批复盖100万品质餐厅。七鲜小厨业务上，京东在2025年7月推出了“菜品合伙人”招募计划与合营品质餐饮制作平台“七鲜小厨”。这种模式是合伙人需要提供菜品配方并参与研发，“七鲜小厨”承担现炒制作及严格品控。“七鲜小厨”线下门店内会提供外卖、自提两种销售形式。在京东外卖的规划中，2026年，平台将重点发展七鲜小厨的创新模式，预计在2026年底完成所有一二线城市的布局。数据显示，七鲜小厨单店开业三个月后日均单量超过500单，并带动周边餐饮的流量和增速。值得关注的是，基于上述两方面的关键布局，京东希望在2026年外卖市场的份额达到30%。在骑手保障上，京东为所有外卖全职骑手缴纳五险一金，2025年有15万全职骑手加入。京东将在未来五年投入220亿元，用于骑手等一线员工的保障设施建设。亿邦动力此前文章中提到，2025年一季度，京东正式上线外卖业务，并强调“品质外卖”的定位。财报数据显示，2025年第三季度，在京东外卖业务的带动下，京东的新业务（主要包括京东外卖、京东产发、京喜及海外业务）收入达155.92亿元，同比增长213.7%。具体的业绩指标上，2025年6月时，京东外卖日订单量已经突破2500万单。去年第三季度，京东外卖的GMV环比双位数增长；订单结构方面，正餐订单占比持续提升，占总订单的绝大部分；和二季度相比，客单价也在环比提升。同时，最早一批的京东外卖新用户向其他业务的转化率已经接近50%。在京东推出外卖业务的一年内，去年7月，京东外卖推出了七鲜小厨的合作模式与门店；去年11月，京东还上线了京东外卖APP、京东点评、京东真榜，从应用侧、内容侧为消费者提供服务。紧接着的12月，京东在全国范围内上线“自提”功能，补充外卖业务里的更多场景。对商家的扶持上，京东外卖去年曾推出“双百计划”，投入超百亿元资金，从流量扶持、营销补贴、爆品运营、优质配送、专属售后等五方面进行扶持，使更多品质餐饮商家销量超过百万。数据显示，2025年7月至今，近400家餐饮品牌的京东外卖订单量超过百万单；京东外卖“百万单俱乐部”商家数量和半年前相比，增长超100%。根据此前公布的信息，京东外卖接下来将向商家提供三方面的扶持，一是，京东外卖将新增“门店成长分”体系，给分数高的店铺提供更多流量扶持。二是，京东外卖今年将进一步推广“爆品包销”模式，即平台与品牌一起选品，平台对营销、运营和履约环节实行全托管，商家负责供货制作。三是，京东外卖将上线2026年营销日历，为商家制定更精准的活动玩法。京东方面曾在财报电话会上多次提到，对于外卖业务，京东看重的是外卖业务与京东的核心电商零售业务、即时零售业务、物流业务等产生的巨大协同价值，例如在用户流量、购物频次、跨品类购物等方面带来增量贡献的同时，带动配送运力、技术、数据等方面的效率提升和成本下降。在去年第三季度财报电话会上，京东方面认为，基于京东外卖业务的发展，以及与现有业务的有效协同，外卖业务成功达成了初期战略目标。联系作者","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2616382284","isCrawlerRequest":true}