JD's 'Wolf Pack' Is Ready To Eat Meituan's Lunch

Benzinga_recent_news01-14

China's food-delivery crackdown isn't just about subsidies. It's about what replaces them when cheap money and discounts disappear. And that's where JD.Com Inc (NASDAQ:JD) looks nothing like Meituan (...

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And that's where JD.Com Inc (NASDAQ:JD) looks nothing like Meituan (...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/26/01/49880683/jds-wolf-pack-is-ready-to-eat-meituans-lunch\">Source Link</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JD's 'Wolf Pack' Is Ready To Eat Meituan's Lunch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJD's 'Wolf Pack' Is Ready To Eat Meituan's Lunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-14 00:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/26/01/49880683/jds-wolf-pack-is-ready-to-eat-meituans-lunch><strong>Benzinga_recent_news</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China's food-delivery crackdown isn't just about subsidies. It's about what replaces them when cheap money and discounts disappear. And that's where JD.Com Inc (NASDAQ:JD) looks nothing like Meituan (...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/26/01/49880683/jds-wolf-pack-is-ready-to-eat-meituans-lunch\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4524","symbol_name":"宅经济概念","start_time":0,"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/26/01/49880683/jds-wolf-pack-is-ready-to-eat-meituans-lunch","article_id":"2603636917","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/01/13/JD-com-shutterstock-1698092569.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/trading-ideas/long-ideas/26/01/49880683/jds-wolf-pack-is-ready-to-eat-meituans-lunch","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603636917","pubTimestamp":1768320720,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Amid China's crackdown on food delivery, JD is taking a different path with its 'Wolf Pack' vs. Meituan's reliance on expensive human labor.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4524":"宅经济概念","BK4220":"综合零售","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4531":"中概回港概念","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","09618":"京东集团-SW","BK4526":"热门中概股","JD":"京东","BK4585":"ETF&股票定投概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4558":"双十一","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK4505":"高瓴资本持仓","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4504":"桥水持仓","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK4614":"Manus概念股","BK4579":"人工智能","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4588":"碎股","IE0008368742.USD":"首域中国增长基金I Acc","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK4551":"寇图资本持仓","BK4509":"腾讯概念"},"translate_title":"京东的“狼群”准备吃美团-W的午餐","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JD":1.95,"09618":1.95},"content_text":"China's food-delivery crackdown isn't just about subsidies. It's about what replaces them when cheap money and discounts disappear. And that's where JD.Com Inc (NASDAQ:JD) looks nothing like Meituan (OTC:MPNGF).\nMeituan still relies on people—nearly 7 million riders, each more expensive and more regulated each year. JD is taking a different path. It's building what it openly calls a ‘Wolf Pack’: roughly 3 million delivery robots, 1 million autonomous vans, and 100,000 drones, all designed to do one thing — make last-mile delivery cheaper every year, not more expensive.\nWhen subsidies ruled, scale meant burning cash. Regulators are now squeezing that playbook. Once discounts are capped, delivery becomes a math problem, not a marketing one. The platform with the lowest cost per order wins.\nHumans don't scale cheaply. Machines do.\nIn late 2025, JD Logistics laid out a five-year plan to automate the last mile end-to-end. Warehouses, sorting, routing, and final delivery are increasingly handled by software, sensors, and hardware — not riders racing against the clock.\nThat matters because robots don't unionize, don't demand higher subsidies, and don't trigger regulatory backlash. Once deployed, they get cheaper with every software update.\nMeituan's model still depends on an army of humans to stay competitive. Rising labor costs and tighter rules don't just pressure margins — they hard-code inflation into every delivery. \nJD's model does the opposite. Capital spending replaces labor, and costs fall over time.\nSubsidy crackdowns don't reward who grew fastest — they reward who delivers cheapest. \nMeituan is fighting a price war with a checkbook. JD is fighting it with a motherboard. When the dust settles, the only things still moving efficiently may be JD's machines.\nPhoto: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.1","shortVersion":"4.36.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603636917","isCrawlerRequest":true}