100观察|京东、美团公布外卖升级路径:谁能打赢舌尖上的“认知战”?

每日经济新闻
Jul 26, 2025

7月22日,京东集团(HK09618)宣布正式启动“菜品合伙人”招募计划,拟投入10亿元现金为1000道招牌菜寻找合伙人。同日,美团(HK03690)宣布,拼好饭启动“万家品牌”计划,将为全国1万家知名餐饮品牌提供流量倾斜、联合定制服务和品牌扶持等。两大平台的重磅投入,标志着外卖市场竞争正脱离单纯的“价格肉搏”阶段,转向更深层次的战略博弈。此轮策略调整与近期市场监管总局约谈外卖平台企业并明确要求...

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