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China’s Major Food Delivery Showdown: What to Know about the JD.com vs. Meituan​ Clash

Consumers are profiting from the full-blown delivery war between JD.com and Meituan—but is it just the same game with a different name?

Ruixin Zhang

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In April 2025, China’s food delivery sector witnessed a somewhat dramatic development, which attracted major attention online, when Chinese e-commerce giant JD.com publicly challenged food delivery leader Meituan.

On April 21, JD.com posted a noteworthy open letter titled “To All Fellow Food Delivery Rider Brothers” (各位外卖骑手兄弟们) on Weibo. In this letter, they accused Meituan (though not explicitly naming them) of monopolistic practices, after the company allegedly forced their delivery staff to stop accepting JD’s delivery orders. If riders chose to deliver for both companies anyway, they’d risk being blacklisted.

JD therefore accused Meituan of unethical behavior, neglecting their workers’ welfare, and pressuring part-time couriers to choose between platforms.

In their letter, JD vowed to support the freedom of Chinese delivery riders to accept orders from various platforms, and pledged to support those who were being blacklisted by offering them sufficient order volumes and full-time positions with benefits, including employment opportunities for their partners.

The bold move, dubbed the “421 Food Delivery Incident” by netizens, ignited widespread online debate.

 
“Underdog” JD vs. Meituan: The Start of a New Delivery War
 

JD.com is a household name in China’s e-commerce industry, best known for its electronics retail business. In recent years, it has expanded into fresh groceries, online supermarkets, and instant delivery services. Meanwhile, China’s food delivery market has long been dominated by Meituan (美团) and Ele.me (饿了么), the latter owned by Alibaba. Before a recent online controversy brought attention to it, many people weren’t even aware that JD had entered the food delivery space.

JD’s entry into China’s thriving food delivery market hasn’t been too long ago—the company officially only announced its JD Waimai (京东外卖) food delivery service back in February this year.

Before JD, other major tech companies like Tencent, Baidu, and ByteDance had all tried (and failed) to challenge the dominance of Meituan and Ele.me. But JD has a strong advantage: a massive logistics system with over 300,000 (!) delivery staff. Its Dada (达达) on-demand delivery and local logistics platform also has nearly 1.3 million active couriers, making JD a serious new competitor in China’s food delivery market. Not surprisingly, JD has already started hiring away talent from Meituan.

Amid JD’s growing presence, a post surfaced in April, reportedly from Meituan executive Wang Puzhong (王莆中), mocking JD’s food delivery ambitions as laughable. He used harsh language, calling JD a “cornered dog” making a desperate move (狗急跳墙). Then, on April 15, Meituan’s Flash Delivery service (美团闪送) released a video teasing JD’s supposedly slow delivery speeds (#美团闪购疑似嘲讽京东#). The video showed a dog with the caption: “Your Dongdong is still on the way” — a direct jab at JD, whose mascot is a dog and whose founder, Richard Liu (Liu Qiangdong), is nicknamed “Dongdong.”

JD swiftly hit back. On April 16, a video from an internal JD meeting was leaked, widely seen as a deliberate PR move. In the video, JD founder Richard Liu criticized the food delivery industry, claiming platforms were making excessive profits while restaurants struggled to survive. “Running a restaurant is already hard, yet platforms—just middlemen—are making a fortune,” he said. Liu added that JD would cap its profit margin at 5% and offer full social insurance to its full-time couriers—setting the tone for the official statement that followed.

Then came JD’s April 21 post, which launched a series of serious accusations against Meituan. JD claimed that Meituan had long restricted part-time couriers from working with other platforms and had failed to provide any social insurance to its full-time riders for over ten years. It also criticized Meituan’s working conditions, accusing the company of exploiting riders through algorithm-driven pressure while ignoring their safety. Additionally, JD accused Meituan of squeezing restaurants for profit, turning a blind eye to unhygienic “ghost kitchens,” and neglecting basic food safety standards. The tone of the post was sharply critical.

The attack prompted Meituan to respond publicly. That same evening, it issued a statement on its official WeChat account, denying that it had ever restricted riders from working with other platforms. Meituan also pushed back by accusing JD of mistreating its own couriers, pointing to heavy fines and unfair internal policies as the real issue.

However, Meituan’s response did little to improve its public image. On Weibo and short-video platforms, public sentiment largely turned against Meituan. That night, a netizen posted that JD CEO Richard Liu himself had delivered their JD order. Stories of Liu chatting with riders and restaurant owners quickly went viral, reinforcing his image as a down-to-earth, working-class hero—and earning JD another wave of goodwill.

At the moment, JD enjoys strong public support—not necessarily because it’s doing everything perfectly, but because it has timed its entry well, casting itself as the underdog taking on Meituan, the widely criticized corporate giant.

 
The Meituan Backlash
 

There’s no doubt that Meituan is a true giant. In 2024, the company generated a staggering RMB 300 billion (about $41 billion) in revenue. But this delivery empire has long faced ethical criticism—and JD’s recent accusations on Weibo highlight issues that many in the industry have raised before.

Meituan’s commission rates for restaurants are notoriously high, typically ranging from 15% to 25%. According to reports, around 60% of restaurants on the platform operate at a loss—even as Meituan continues to post multi-billion-yuan profits year after year. Many restaurant owners have voiced their frustration online, saying Meituan initially attracted them with generous onboarding incentives, only to gradually increase commissions, service fees, and so-called “tech support charges.” In the end, even strong sales often fail to translate into real profit. Yet with fierce competition and Meituan’s dominance in the food delivery market, many restaurants feel they have no choice but to stay.

For workers, complaints from Meituan couriers are nothing new. The faster they deliver, the more the algorithm shortens their future delivery windows, while slower deliveries result in fewer order assignments. This creates a vicious cycle, pressuring riders to break traffic rules just to meet deadlines. Unsurprisingly, their accident rate is reported to be three times higher than that of express couriers. To make matters worse, Meituan has historically provided no social insurance—neither for full-time nor part-time riders—leaving them on their own when accidents happen. As some couriers bitterly joke, “We’re not people—we’re just human batteries.”

For consumers, the concerns are just as serious. As I noted in an earlier article, Meituan’s platform increasingly hosts “ghost kitchens”—delivery-only outlets that often operate in unsanitary conditions, producing low-cost, low-quality meals to support Meituan’s Pinhaofan service and fuel ongoing price wars. It’s hard to believe Meituan isn’t aware of these practices; it simply appears to look the other way.

These examples are just the tip of the iceberg when it comes to Meituan’s ethical challenges. But for many users, they’re reason enough to delete the app—especially now that JD has positioned itself as a credible alternative.

Of course, few believe Richard Liu is driven purely by social responsibility—he’s long been skilled at presenting himself as a “man of the people.” In JD’s early days, he famously delivered electronics himself in a three-wheeler. Still, as many netizens have put it: “Judge by actions, not intentions” (君子论迹不论心). Whatever JD’s true motives, its current words and actions seem to align with the interests of ordinary consumers and workers. But the question remains: is that enough?

 
Different name, same game?
 

For many consumers, the showdown between JD and Meituan has been surprisingly entertaining, and even financially rewarding. The more intense the rivalry, the bigger the discounts. Netizens have been sharing screenshots of good deals they’ve scored from both platforms in recent days. Some media outlets have even declared, “Richard Liu is saving food delivery and changing the industry for good!”

Meanwhile, Taobao and Ele.me have also announced that they’ll be joining the big JD–Meituan showdown by making themselves more competitive. “Taobao Flash Delivery” (淘宝闪购) will now be prominently featured on the main Taobao app, and Taobao and Ele.me will be more closely integrated under Alibaba to offer customers faster delivery times and the best prices. That means more offers—and good news for consumers.

Taobao and Ele.me also join the big battle

But offline, couriers are responding more cautiously. Rider welfare has quickly become a key issue in this corporate battle—and may even become a way for platforms to stand out in a crowded market. But big promises aren’t enough. Only real, visible improvements will earn riders’ trust.

Courier A Ping (阿平) has long been sharing food delivery vlogs online. He used to work for both Meituan and Ele.me. Since April 16, he’s started posting about JD’s delivery platform, and has raised many concerns: part-time riders apparently find it hard to get orders, the system is difficult to navigate, the dispatch logic is flawed, and the navigation is poor.

In the comments section, other couriers are joining the discussion, with many agreeing that JD’s current system only works for full-time employees. “If full-timers get the full benefits, insurance and everything, then it;s probably not that easy to become one,” one wrote. “JD looks promising now, with high pay and benefits, but give it time—it’ll end up the same as the others.”

Another rider, Yu (小于) isn’t too excited about the JD-Meituan feud either. “JD’s fine system is super strict,” he said. “At the end of the day, all these platforms are the same.” Whether JD is just using this moment for PR or genuinely stepping up to take on more social responsibility—only time will tell.

By Ruixin Zhang

Independently covering digital China for over a decade. Like what we do? Support us and get the story behind the hashtag by subscribing:

edited for clarity by Manya Koetse

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©2024 Whatsonweibo. All rights reserved. Do not reproduce our content without permission – you can contact us at info@whatsonweibo.com.

Ruixin is a Leiden University graduate, specializing in China and Tibetan Studies. As a cultural researcher familiar with both sides of the 'firewall', she enjoys explaining the complexities of the Chinese internet to others.

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1 Comment

1 Comment

  1. Ed Sander

    May 1, 2025 at 6:31 pm

    A word on JD’s insurances, taken from our recent report on JD Waimai at Tech Buzz China:

    On February 19th, JD announced it would start offering couriers a package of insurances and a housing fund to its full-time food-delivery drivers. A JD staff member shared: ‘As part of its differentiated competition strategy, JD.com also announced that it will provide riders with benefits such as five insurances and one housing fund. This move not only challenges the existing rules of the industry but also attracts public attention. Through these strategies, JD.com hopes to gain a foothold in the fiercely competitive food delivery market.’

    It is hard not to see this as a strategic move to make JD a more attractive employer, as it needs couriers for food delivery. Remarkably, a few hours after JD’s news, Meituan followed with a similar announcement. One day late, Ele.me wasn’t far behind. [8] When I questioned my contact at JD about this, the response was: ‘It seems clear as media and public in China think we are driving the change.’

    Meanwhile, Meituan claims that JD ‘deliberately got ahead of the game’. [10] Relevant people from Meituan and Ele.me claim that they have been discussing social security payments with the Ministry of Human Resources and Social Security for a long time. In recent years, such government departments have pushed platform companies to provide workers with more complete labor protection measures. [12]

    Note that the JD’s insurance only applies to full-time delivery drivers. Dada only has 30,000 – 40,000 such full-time couriers; the rest of the reported 1.3 million are part-time couriers that do one (!) or more orders per year. Meituan’s full-time couriers are estimated to be 1 million. Ele.me has 200,000 full-time drivers out of 3 million. [12] JD Takeaway is piloting in Beijing and plans to expand its services to Shanghai and Guangzhou. In these three cities, about 2,200 to 2,300 full-time riders meet the requirements of the five insurances and one fund.

    Besides only being offered to full-time couriers, the insurance plan is voluntary and must be paid partially by the drivers. Latepost calculated that it would cost them RMB 400 to 700 a month, equivalent to one to two days’ income. Surveys have shown that more than half of couriers are unwilling to pay this fee. Some riders, who are mostly migrant workers from rural areas and lower tier cities, are reluctant to buy more expensive insurance in the city they work in because they have already paid for the lower-cost urban and rural residents’ medical insurance and pension insurance in their hometowns. [12]

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China AI

AI Actress Ad Pulled, Baihaitun Disrupts Shanghai and Cicada Meme Bugs Huawei

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Welcome to China Trend Watch (Week 32–33 | 2026), where I bring you the latest trends, memes, and debates driving conversation across Chinese social media. I’m Manya Koetse, a sinologist specializing in Chinese digital culture.

 


 

🗞️ QUICK SCROLLS

 

📈 Is China’s AI price war over? After a period of offering as much as possible to users at relatively low prices, Chinese AI (LLM) companies are now raising their prices. Last week, DeepSeek – known as the cheapest LLM model around – announced a raise in its API prices, showing that LLM models in China, like food delivery platforms, follow a clear strategy of first attracting users and subsidizing growth, then monetizing once users are locked in.

🐸 “Antibiotic bullfrogs” are a new cause for concern. Bullfrogs sold through e-commerce channels, popularly used in various dishes (like bullfrog hotpot), have been found to contain excessive antibiotic residues after being tested by an independent Shanghai investigation team. Antibiotics are widely used in bullfrog farming.

🌾 A 67-year-old farmer from Anhui ruined 25 acres of crops after following a chatbot’s advice on which pesticides to use. The AI tool recommended a strategy including fomesafen, which killed the farmer’s entire sesame plant crop. Chinese state media highlighted the story as a warning to the growing number of senior citizens who are relying on AI a bit too much.

👁️ A Chinese ad campaign for contact lenses has been taken offline because it starred an AI actress who doesn’t actually have eyes. Last week, I reported on the success of this AI actress, Fang Taozi (方桃子), in the AI micro drama “Laid-Off Girl” (被裁掉的女孩). After a Chinese cosmetic contact-lens brand paid a large sum to feature the actress in its commercial, regulators flagged it because the virtual actress claimed the contact lenses were “comfortable.” Because she doesn’t physically have eyes, this suggests false advertising, and the company could face an additional fine.

🎭 The famous Chinese actor Qin Yan (秦焰) has passed away at the age of 72. The veteran actor was a familiar face on Chinese TV since 1991 and was known for his many roles in TV series like Ruyi’s Royal Love in the Palace, The Knockout, and Joy of Life 2. While fans and colleagues are posting tributes online, the actor’s Baidu (Baike) page has turned black-and-white to mourn his death. The actor suffered from an illness that hasn’t been specified.

Images via Weibo, showing Qin Yan’s press photo on the left and on the right him portraying the role of Eunuch Dai, the corrupt director of the vegetable and food supply department in the popular historical drama series Joy of Life Season 2 (2024).

🏆 China’s animated film Ne Zha 2 was the biggest winner at the 38th Hundred Flower Awards, China’s most prestigious film awards. The movie grossed 15.9 billion yuan ($2.35 billion) and currently ranks as the world’s fifth highest-grossing film, right in between Titanic and Star Wars. Notably, director Jiaozi (real name Yang Yu 杨宇, b. 1980) was absent from the ceremony, as he always is. The director has a strong dislike for pointless socializing. 😂

🕯️ Remembered as a “Communist Warrior” (共产主义战士), the passing of former Chinese Premier and electrical engineer Zhu Rongji (朱镕基) became a top trending topic on Wednesday after an official obituary announced his death. Zhu is mostly remembered for his efforts to help transition from a planned economy to a socialist market economy, including his tax reform implementations, restructuring of state-owned enterprises, and creation of the mass home-ownership market. Zhu died of an illness in Beijing. He was 98 years old.


 

👁️ ZOOMING IN

 

1. Typhoon Baihaitun Brings Record Rainfall to Shanghai

 

Image via Weibo user @粗茶大白饭

Typhoon Baihaitun (白海豚 “White Dolphin”) has been one of the biggest keywords dominating Chinese social media this week as severe weather affected eastern China.

In Shanghai and surrounding areas, the typhoon caused major disruptions on August 9–10 due to strong winds and extreme rainfall. In Xujiahui, nearly 316 mm of rain fell within 24 hours, the highest amount recorded in Shanghai since observations began over 150 years ago. (The highest total was recorded at Lantian Station in Linhai, Taizhou, where rainfall surpassed a staggering 630 mm; that’s like buckets of water simply being poured down from the sky.)

Many roads, homes, and entire parking lots were completely flooded (video on X / Bluesky). Thousands of people were evacuated, flights were canceled, and metro lines were suspended. In some neighborhoods, residents reported that the water had reached all the way up the stairs.

The typhoon coincided with the Monday morning rush. Despite official guidance encouraging working from home, online complaints made it clear that many companies still expected their employees to show up at the office.

Shanghai Disneyland also remained open despite the severe weather. Videos show park visitors riding attractions in the pouring rain, and cast members in costumes needing help to navigate the rain and wind. The happiest place on earth has never looked so sad (see various videos in my thread here on X / Bluesky).

The impact of the typhoon is expected to last until at least Sunday.


 

2. Streisand Effect: Huawei Gets Bugged by Bamboo Cicada Toy

 

If the past week had one soundbite, it would be the rasping, buzzing cicada-like sound you get by spinning the traditional handmade “bamboo cicada” (竹知了 zhúzhīliǎo) wooden toy.

It became a viral sensation after netizens used its sounds to accompany videos of a Huawei event where Chairman Richard Yu (余承东) announced a new car. He described the AITO M9 as “the best SUV under 10 million yuan” (一千万以内最好,没有之一), prompting “wawaa” sounds and cheers from the audience. Soon, a meme was born in which social media users mixed the footage with the toy’s sound – not just because of the audience, but also because of Yu’s distinctive way of speaking.

That cicada toy meme would never have become as big if Huawei’s legal department hadn’t intervened. The company submitted complaints to social media platforms, and videos were removed. But this triggered a chain reaction – when people found the sound was being censored, it blew up in popularity. By now, not only is the sound used everywhere, but the toy itself has become a summer must-have (even though its origins are contested – some say it’s traditionally Japanese and not Chinese at all).

The American term “Streisand Effect” (in Chinese: 史翠珊效应 Shǐcuìshān xiàoyìng) has been used online to describe how Huawei’s reaction backfired.

The response by Huawei – or, more precisely, HIMA, the company’s smart-vehicle alliance brand – was criticized not only by netizens but also by official voices. The official account of Zhejiang Province was among many posting critiques, saying that “the stronger a company is, the greater its capacity to accept discussion” – in other words, calling Huawei weak for its reaction.

This makes it one of those rare moments when, especially when it’s about censorship, official and grassroots voices seem to agree, for once, on the limits of the kind of content that should and should not be controlled. In this way, the cicada sound has come to represent something much more than mocking Huawei, with netizens protecting their rights to criticize & ridicule China’s most powerful business players.


 

3. Japanese K-Pop Fan’s Death Shows Dark Side of Fan Culture

 

Miki Chan on the right, posing together with ENHYPEN group member NI-KI. Image via Weibo.

A tragic suicide livestreamed on TikTok became a trending topic across Chinese platforms over the past week, sparking discussions about toxic fan cultures and online bullying.

The 26-year-old Japanese K-pop influencer Mina Chan experienced an acute mental health crisis while livestreaming from her home in Seoul on August 5. This happened after she suffered weeks of severe online bullying stemming from an incident at the US concert of her favorite pop group, the boy band ENHYPEN.

During the concert, Mina tried to give sunflowers to her favorite singer, Nishimura Riki, better known as NI-KI, by throwing them onto the stage. When another group member picked them up instead, she appeared upset. When NI-KI later criticized fans for seeking personal attention rather than enjoying the concert, many fans felt he was referring to Mina.

In the following weeks, Mina received so much online harassment, doxxing, and hate that she first apologized on X and withdrew from the fan club before eventually broadcasting her final livestream, in which she died by hanging. Mean comments continued throughout the livestream.

Online discussions in China have largely framed the incident in terms of online aggression (网暴, wǎngbào) and problematic fan circles (饭圈, fànquān). Although Mina was a Japanese fan of a South Korean band, K-pop fandom is also enormous in China.

Both online aggression and toxic fan culture have been repeatedly targeted by Chinese cyberspace authorities in recent years, undoubtedly contributing to greater public awareness of these problems. Against this backdrop, Mina’s death has prompted widespread calls to end online bullying, while thousands of Chinese netizens have expressed their sorrow over the young woman’s death.

Notably, just one day before Mina’s livestream, American celebrity blogger Perez Hilton became a global trending topic after self-harming during a TikTok livestream that remained online for approximately fifteen minutes, allowing a large audience to watch the disturbing events unfold – similar to what happened with Mina’s livestream. In the United States, the incident sparked further discussion about platform moderation and TikTok’s failure to end livestreams quickly when signs of self-harm or an acute mental health crisis emerge.


 

📱ON MY FEED

 

This post reads:

China Southern, what on earth are you doing? I gulped it all down, only to realize it wasn’t grape juice, it was prune juice!!! This is the first time I’ve seen such a long, never-ending line of people waiting to use the restroom on a plane; the prize pool just kept growing.
Do you have any idea how much I suffered? #InFlightMeal #ChinaSouthern #PruneJuice

After passengers on a China Southern Airlines flight from Wuhan to Urumqi were served prune juice with their meal, the queues for the plane’s only two toilets kept growing as dozens of passengers felt the high urge to go.

One other review said:

What were you thinking, serving prune juice? China Southern, please answer me. You nearly made me shit myself.”


 

🔗 SEEN ELSEWHERE

 

🔹 “Grandma Economy” (“姥姥经济”) fills a void for urban Chinese Gen Z and millennial consumers who are increasingly projecting their nostalgia for the warmth of grandmothers onto the brands they buy, the content they consume, and the creators they follow. Read at Baiguan / by Amber Zhang.

🔹 Toddler twins are at the center of a very messy custody case involving a surrogate mother from Florida and a Chinese father who might never be allowed to enter the US. Born in November 2024, the twins are biologically not connected to the surrogate mother, but after the Chinese legal father never came to collect them, she and her husband want to adopt them. A new Florida law has now placed the case at the center of conservative outrage over Chinese parents allegedly exploiting the state’s lax surrogacy rules. Read at Wall Street Journal / by Katherine Long.

🔹 A Chinese state media correspondent has been accused of being a spy by the Czech Security Information Service, which identified Yang as an operative of China’s Ministry of State Security, alleging he used his cover as a journalist to collect compromising information on Czech politicians, particularly those supportive of closer ties with Taiwan. Read at Reporters Without Borders.

🔹 “What I feared to be my lifelong search has unexpectedly come to an end. Yesterday, I got a message from my family searcher in China on WeChat that I have a positive DNA match with my biological parents.” In late 2024, I wrote about how the Dutch adoptee Fengli Bottema had come to China in search of her biological family after she was left in front of an Anhui police station as a baby back in 2001. There’s now an update to her story, which echoes that of thousands of Chinese girls adopted abroad. Her search has finally come to an end. Read Fengli’s Instagram post here.


 
That’s a wrap. Have a good rest of your week, and stay cool as temperatures are still soaring in many parts of China, Europe, the US, and beyond.

If you find these newsletters useful, a like or share is always greatly appreciated.

Best,

Manya

Thanks to Miranda Barnes for helping me curate topics for this edition.


Eye on Digital China, by Manya Koetse, is co-published on Substack and What’s on Weibo. Both feature the same new content — so you can read and subscribe wherever you prefer. Substack offers community features, while What’s on Weibo provides full archive access. If you’re already subscribed and want to switch platforms, just get in touch for help. If you no longer wish to receive these newsletters, or are receiving duplicate editions, you can unsubscribe at any time.

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China Digital

How Chinese AI Videos Turned Foreigners into Villains

How viral AI videos turn racialized outsiders into threats and violent Chinese heroes into defenders of social order, China’s first nationally broadcast AI drama, and why a newspaper is being sold for 50 times its original price.

Manya Koetse

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Welcome to China Trend Watch (Week 30–33 | 2026), where I bring you the latest trends, memes, and debates driving conversation across Chinese social media. Subscribe here to receive future editions.

 

Over the past few weeks, a noteworthy amount of AI-related news has been trending on Chinese social media, which is reflected in this week’s edition.

Now that AI has entered every corner of media consumption and online life, related discussions seem…

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