China's great delivery war
09 May 2025

China's great delivery war

Round Table China

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Food, medicine, groceries, electronics—if it fits on a scooter, it’s fair game in China's high-stakes delivery wars. Tech giants like JD and Alibaba are charging into Meituan and Ele.me's turf, armed with lightning-fast delivery pledges and billion-yuan subsidies. But in this cutthroat, time-sensitive market, where every minute tilts the balance, who has the speed—and the stamina—to come out on top? On the show: Heyang, Steve Hatherly & Yushan