Recently, Zhu Xiaohu, managing partner of Jinshajiang Venture Capital, talked about how to view the food delivery war in the "Weibo Finance" program.Zhu Xiaohu said that the food delivery war now seems to be a lose-lose situation for all three parties. If JD is not considered, it will be a lose-lose situation for both parties.
Zhu Xiaohu also said:"And this investment, to be honest, may not be very meaningful. Relatively speaking, the super entrance of AI may be more meaningful. Therefore, Qianwen or Lingguang may be more important to Alibaba."
Recently, the State Administration for Market Regulation issued the recommended national standard for the implementation of the "Basic Requirements for Service Management of Food Delivery Platforms" (GB/T 46862-2025).
It involves merchant management, price behavior, protection of delivery personnel’s rights and interests, protection of consumer rights and interests, as well as requirements for complaints, appeals and handling.
Today, Taobao flash sales, Meituan, and JD.com, the three major food delivery platforms, have successively issued statements through official channels, announcing that they will voluntarily implement national standards.
The above three major platforms stated in the statement that as one of the standard drafting units, they were deeply involved in the development, drafting and demonstration of this standard.
During the standard-setting process, the platform actively provided suggestions and fully participated in the discussion of core terms, and highly recognized the core concepts established by the standard such as fair and rational competition, strictly observing the bottom line of food safety, improving service quality, and coordinating the rights and interests of all parties.