The dispute between Meituan and JD.com over the "pick one of two" strategy continues to escalate, creating a "new situation" in the delivery market.

① Journalists from Caixing reported that after multiple interviews today, the interviewed delivery riders and merchants have not yet encountered coercive rules like "choose one of two". Some riders have already started accepting orders on multiple platforms; ② Under the aggressive assault by JD.com, some merchants have seen a significant increase in order volume, and delivery riders are turning to JD.com. The previously dominated food delivery market by Ele.me and Meituan is quietly being rewritten.

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