Discussion keeps the world turning.
This is Roundtable.
Food, medicine, groceries, if it fits on a scooter, is part of the great delivery war.
Tech titans such as JD.com and Alibaba are storming into Meituan and Ulema's territory with blazing fast delivery promises and billion yuan subsidies.
But in a mature market where every minute counts,
who's fast enough and fierce enough to come out the winner?
Coming to you live from Beijing, this is Roundtable.
I'm He Yang.
For today's program, I'm joined by Steve Hatherly and Yu Shan.
First on today's show.
Behind the flurry of scooters and app notifications lies something bigger.
The essence of instant retail is quietly rewriting the relationship between people,
goods, and the spaces where e-commerce happens in China.
What used to be a model of planned purchases and patient delivery has rapidly evolved into a system built for impulse,
immediacy, and proximity.
As tech giants such as JD and Alibaba push into Meituan and Palamas stronghold.
These are platforms that built their empires on food delivery and local services.
It's clear this is no longer just about food.
It's about a new infrastructure of urban life in China.
This is a war for your doorsteps.