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China's great delivery war

Round Table China

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The Surge of China's Delivery Giants

This chapter examines the competitive dynamics in China's food and goods delivery market, dominated by Meituan and Ulama. It highlights the pressures faced by delivery riders and the transition towards more sustainable employment models, while also exploring how major companies innovate to meet rising consumer demands. The conversation also touches on the future of instant delivery and its implications for e-commerce and consumer behavior.

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