techbuzzchina.substack.com/@Tech Buzz China
Bio
Tech Buzz China is a bi-weekly publication from an independent research and advisory firm that provides in-depth analysis of Chinese technology companies and trends. In collaboration with Six Degrees Intelligence, their reports are based on proprietary expert interviews and analysis of Chinese-language tech media, covering topics like internet, e-commerce, and EVs. The firm also runs immersive tech trips, delivers bespoke research, and facilitates cross-border connections for investors, executives, and founders. In-depth analysis of Chinese internet companies.
Ideas
3 Ideas
China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen
The article analyzes JD.com's new 7Fresh Kitchen model, a supply chain innovation in the food delivery industry. It discusses JD's strategy to compete with Meituan and Alibaba by focusing on high-quality food delivery and leveraging its supply chain capabilities.
China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen
JD.com is entering the food delivery market with its own centralized kitchens, 7Fresh Kitchen, to compete with Meituan. This strategy leverages JD's supply chain expertise to offer high-quality, safe, and affordable meals, aiming to capture a niche in the premium food delivery segment. The company's goal is to build a differentiated brand and a new growth vector beyond its core e-commerce business. The success of this initiative depends on JD's ability to scale the model, manage costs effectively, and attract customers in a highly competitive market.
China’s Internet Companies Get Cooking (Part 1) – Meituan & Pupu
Meituan is moving up the food delivery supply chain by establishing various forms of centralized kitchens, including brand satellite stores and 'Raccoon Canteens'. This strategy aims to improve food quality, safety, and efficiency, addressing the issue of 'dark kitchens'. By controlling more of the production process, Meituan can enhance its value proposition to both consumers and restaurant partners. This move represents a significant evolution of its business model, from a pure platform to a more integrated food service provider.