京东百亿补贴破局外卖百亿市场美团、饿了么“反内卷”攻防外卖江湖变局几何？

新浪证券2025-04-14

京东百亿补贴的入场，在外卖市场掀起波澜。这个万亿级赛道看似格局稳固，实则暗潮汹涌。当电商巨头携“品质外卖”与物流优势强势切入，一场关于服务、价格与生态的较量正在重塑行业逻辑。　　外卖市场的增速放缓至个位数，但规模仍持续扩张。美团与饿了么占据七五成分额的“两分天下”体系，正面临新变量的冲击。京东的策略直指行业痛点：以百亿元补贴吸引用户，用零佣金政策撬动商家，凭自营物流重构配送体验。上线40天日订单...

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京东百亿补贴破局外卖百亿市场 美团、饿了么“反内卷”攻防 外卖江湖变局几何？

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京东百亿补贴破局外卖百亿市场美团、饿了么“反内卷”攻防外卖江湖变局几何？