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Article: JD.com renews on-demand delivery fight with US$2.9 billion in grocery subsidies

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6 / 10

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JD.com is launching a 20 billion yuan (US$2.9 billion) subsidy program over three years to bolster its online supermarket and on-demand grocery business. The subsidies will target its "Billion-Yuan Supermarket" channel with the goal of generating an additional 200 billion yuan in sales for vendors.

Analysts view this as a defensive strategy against rivals like Meituan, Pinduoduo, and Alibaba, who are encroaching on each other's core markets. The move signifies an intensifying battle for market share in China's competitive e-commerce and instant grocery delivery sectors.

The main topics covered are JD.com's subsidy initiative, the competitive e-commerce landscape in China, and the strategic battle in the on-demand grocery market.

Original URL

https://www.scmp.com/tech/big-tech/article/3344738/jdcom-renews-demand-delivery-fight-us29-billion-grocery-subsidies?utm_source=rss_feed

Source Feed

Tech - South China Morning Post

Published Date

2026-02-26 12:30

Fetched Date

2026-03-04 14:30

Processed Date

2026-03-04 15:23

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Present

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JD.com renews on-demand delivery fight with US$2.9 billion in grocery subsidies
JD.com says the subsidies will make the ‘Billion-Yuan Supermarket’ its largest subsidised product category, surpassing electronics
JD.com is making a renewed push into its online supermarket business with a subsidy programme worth more than 20 billion yuan (US$2.9 billion) over three years, a move aimed at defending its position in China’s e-commerce and on-demand grocery sectors.
In a statement on Thursday, JD.com said the subsidy would cover products on a dedicated channel called “Billion-Yuan Supermarket”, under its JD Supermarket service. The aim was to help vendors generate an additional 200 billion yuan in sales over the next three years.
The move underscored a “strong defensive” strategy from JD.com directed at rivals such as Meituan, Pinduoduo and Alibaba Group Holding as they expand into each other’s territory, according to Li Chengdong, founder and chief analyst at e-commerce consultancy Dolphin Think Tank.
Alibaba owns the South China Morning Post.
“JD.com’s push into online food delivery costs them some losses, so they might as well subsidise their grocery business,” Li said.