Core Viewpoint - Major food delivery platforms in China, including Meituan, Taobao Flash Sale, Ele.me, and JD.com, have issued statements calling for the cessation of disorderly and malicious competition in the industry, particularly regarding subsidy practices that distort market dynamics [1][9]. Group 1: Meituan's Commitment - Meituan emphasizes the need to regulate promotional activities and eliminate unfair competition, aiming to establish a fair and orderly industry environment [1]. - The company pledges to comply with laws and regulations, ensuring that subsidies are not significantly below cost, which distorts price signals and disrupts market order [1]. - Meituan will not force merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing and promoting a balanced development between takeout and dine-in services [2]. Group 2: Taobao Flash Sale and Ele.me's Initiatives - Taobao Flash Sale and Ele.me have made four commitments focused on enhancing service quality and promoting healthy competition, including planning subsidies based on consumer and merchant needs [4][5]. - Both platforms will respect merchants' rights to information, choice, and pricing, actively working to eliminate unfair competition and stimulate market consumption potential [5]. - They will implement a strict mechanism for subsidy distribution and provide clear promotional information to consumers, ensuring transparency and protecting consumer rights [5]. Group 3: JD.com's Stance - JD.com has reiterated its commitment to resisting unfair competition and will not engage in irrational promotional activities like "0 yuan purchase" schemes [6]. - The company aims to create a simple and transparent subsidy mechanism, ensuring that merchants can operate independently and participate in promotions voluntarily [6]. - JD.com is focused on enhancing food safety, promoting responsible consumption, and improving the dignity and benefits of delivery riders [6]. Group 4: Industry Context - The recent surge in subsidies within the food delivery industry has drawn significant public attention, prompting calls from industry associations and merchants to halt practices that lead to excessive competition [9]. - The State Administration for Market Regulation has urged major platforms to adhere to relevant laws and regulations, emphasizing the need for responsible competition and a collaborative ecosystem among consumers, merchants, delivery riders, and platforms [9].

Core Viewpoint - The recent subsidy wars in the food delivery industry have raised widespread social concern, prompting industry associations and businesses to call for an end to irrational promotional practices like "0 yuan purchase" to foster a healthy industry ecosystem and achieve mutual benefits [1][2]. Group 1: Industry Response - On August 1, major players including Meituan, Taobao Flash Sale, Ele.me, and JD collectively issued a statement advocating for industry regulation of promotions and the elimination of unfair competition [1]. - Meituan committed to adhering to relevant laws and regulations during subsidy activities, ensuring that prices do not significantly undercut costs and that subsidy information is transparently communicated to merchants and consumers [1]. - Taobao Flash Sale and Ele.me pledged to plan subsidies rationally based on consumer and merchant needs, actively avoiding irrational promotional activities and enhancing service experiences [1]. - JD emphasized its stance against irrational competition and committed to resisting "0 yuan purchase" practices, focusing on quality and differentiation through service improvements and supply chain innovation [1]. Group 2: Market Dynamics - The latest round of competition in the food delivery sector began in February when JD entered the market with a "0 commission + 10 billion subsidy" strategy, disrupting the long-standing dominance of Meituan and Ele.me [2]. - Following JD's entry, Ele.me and Taobao Flash Sale launched a counter-offensive with a 500 billion yuan subsidy, leading to a "historic subsidy war" characterized by extremely low prices for consumers [2]. - The surge in orders reached unprecedented levels, with Meituan surpassing 150 million daily orders and Taobao Flash Sale achieving 80 million [2]. - However, the burden of these subsidies primarily fell on merchants, with over 70% of the subsidy costs being absorbed by them, leading to significant financial strain [2]. Group 3: Regulatory Environment - On July 18, the State Administration for Market Regulation held talks with Ele.me, Meituan, and JD, urging them to comply with the E-commerce Law and to engage in rational competition to foster a healthy ecosystem [3]. - This regulatory intervention follows earlier discussions in May, indicating a strong commitment to governance during the peak of the subsidy war [3]. - A report from Goldman Sachs predicts a deep restructuring of the food delivery industry, with extreme discounts likely to diminish and a shift towards efficiency-driven competition focusing on service quality and food safety [3]. - Long-term market share projections suggest that by the end of 2025, Meituan could hold 50%-55% of the market, Ele.me 15%-18%, and JD 12%-15%, while smaller regional players may face consolidation or exit [3].

Core Viewpoint - The takeaway from the news is that major food delivery platforms in China, including Meituan, Ele.me, and JD, are taking a stand against irrational competition and are committing to more regulated promotional practices to foster a healthier industry ecosystem [1][3][5] Group 1: Company Commitments - Meituan has pledged to adhere to antitrust laws, avoid selling below cost, and ensure transparency in promotional activities [1] - Ele.me and Taobao have announced plans to respect merchants' rights and avoid irrational promotions like "0 yuan purchases," while focusing on improving delivery efficiency and service experience [3] - JD has committed to enhancing service quality and product differentiation, aiming to shift competition from subsidies to quality and service [3] Group 2: Regulatory Background - Regulatory bodies, including the State Administration for Market Regulation, have previously intervened, urging platforms to operate legally and fairly [5] - Multiple provincial and municipal restaurant associations have called for an end to "involution-style" competition among food delivery platforms [5]

同时，鸭觅邀请了数十名资深独立食客向用户推荐靠谱美食，并引入"金勺子"设定，从一勺、二勺到三 勺，层层筛选出全北京前1%的好味道餐厅。鸭觅2.0现已在北京地区率先上线，目前该版本北京地区且 仅限iOS下载，安卓版本同步开发中，运营团队计划8月初启动上海、广州等地推荐官招募以持续扩大 阵容。 北京商报讯（记者 张天元）8月1日，北京商报记者了解到，由美团平台孵化的美食社区产品"鸭觅"App 在iOS商店正式上线。相较于1月开启内测的1.0版本，鸭觅2.0在延续"发现好味道餐厅"定位的基础上， 通过调研用户需求，做出四大全新升级。新版本中，用户可以根据办公、团建等不同场景专辑寻找合适 的餐厅，也可以通过动态功能和个人名片，像朋友圈一样记录、分享自己的觅食日常。 ...

Core Viewpoint - The three major food delivery platforms in China have called for a return to rational competition to address the issue of disorderly competition in the industry, which has been exacerbated by aggressive promotional activities and the entry of new players like JD.com [1][2]. Group 1: Industry Competition - The food delivery market has seen intensified competition with platforms launching aggressive promotions such as "0 yuan purchase" and "1 cent purchase" to capture market share [1]. - The entry of JD.com into the food delivery sector has significantly changed the competitive landscape, prompting existing players to respond with various promotional strategies [1]. - Regulatory bodies have intervened by urging platforms to comply with laws and regulations, aiming to establish a fair and orderly competitive environment [1][2]. Group 2: Impact of Disorderly Competition - Disorderly competition can distort market consumption structures and negatively impact the normal operations of merchants, despite consumers seemingly benefiting from lower prices [2]. - Increased order volumes due to aggressive competition may lead to safety risks for delivery personnel, highlighting the need for a balanced approach to competition [2]. - The platforms recognize that irrational competition leads to a lose-lose situation, while rational competition can enhance overall productivity and create greater value for consumers and businesses alike [2]. Group 3: Regulatory Measures - Regulatory authorities have previously addressed similar issues in other sectors, such as community group buying, by implementing guidelines to maintain fair competition [3]. - The newly revised Anti-Unfair Competition Law, effective from October 15, will prohibit platforms from forcing merchants to sell below cost, further promoting a fair competitive environment [3]. - The platforms are encouraged to adopt a long-term strategic vision by engaging in rational competition and fulfilling their corporate responsibilities [3].

Core Viewpoint - Major food delivery platforms in China, including Meituan, Ele.me (owned by Alibaba), and JD.com, have publicly committed to resisting irrational competition and promoting a healthy industry ecosystem through a series of pledges aimed at ensuring fair practices and sustainable development in the food delivery sector [1][6][9]. Group 1: Meituan's Commitments - Meituan has announced five commitments to promote a healthy ecosystem in the food delivery industry, emphasizing the need to regulate promotional activities and eliminate unfair competition [1]. - The company will strictly adhere to various laws, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, ensuring that subsidies do not significantly undercut costs and distort market prices [2]. - Meituan will ensure transparency in subsidy activities by publicly disclosing subsidy information to merchants and consumers, avoiding exaggerated claims [3]. - The platform will not force or indirectly compel merchants to participate in subsidy activities, thereby protecting their pricing autonomy [4]. - Meituan aims to create a win-win ecosystem for consumers, merchants, delivery riders, and platform companies, focusing on quality and service rather than price competition [4]. Group 2: Ele.me and Alibaba's Commitments - Ele.me, in collaboration with Taobao, has made four commitments to enhance service quality and promote healthy competition, emphasizing the importance of consumer and merchant needs [6]. - The platform will implement a mechanism to ensure merchants' rights to know, choose, and set prices, while also establishing a compensation system for merchants [6]. - Ele.me will actively resist irrational competition and ensure that promotional activities do not harm merchants' profits, avoiding large-scale irrational promotions like "0 yuan purchase" [6][9]. - The company is committed to improving service quality and promoting green consumption, encouraging consumers to make rational choices [8]. Group 3: JD.com's Commitments - JD.com has also made four commitments to foster a healthy ecosystem in the food delivery industry, focusing on resisting irrational competition and ensuring transparency in subsidy mechanisms [9]. - The company will eliminate unfair competition practices and promote a focus on quality and service rather than subsidies, leveraging technology and supply chain innovations [9]. - JD.com is dedicated to maintaining food safety and integrity in operations, while also promoting anti-food waste initiatives through consumer education [9].

Core Viewpoint - The recent focus on delivery platform subsidies has prompted major players in the industry, including Meituan, Ele.me, and JD, to commit to regulating promotional activities and fostering a fair competitive environment to ensure mutual benefits for all parties involved [1][3][5]. Group 1: Company Commitments - Meituan emphasizes the importance of adhering to laws and regulations regarding subsidies, ensuring that merchants have the autonomy to set prices without coercion [1]. - Ele.me and Taobao Shanguo pledge to resist malicious competition and focus on rational subsidy distribution based on consumer and merchant needs [3]. - JD commits to a transparent subsidy mechanism, resisting "0 yuan purchase" promotions and focusing on quality and service rather than just subsidies [6][7]. Group 2: Industry Collaboration - All companies are calling for industry-wide cooperation to build a healthy ecosystem, with initiatives like listening sessions to address core issues such as merchant participation and rider rights [3][8]. - JD aims to enhance service quality and promote responsible consumption by encouraging customers to order appropriately, thereby reducing food waste [7][8]. - The industry is collectively working towards creating a win-win situation for consumers, merchants, and delivery personnel, ensuring a sustainable and positive cycle within the delivery ecosystem [8].

Core Viewpoint - Multiple food delivery platforms are calling for a resistance against vicious competition, emphasizing the need for a healthy industry ecosystem and the importance of not selling goods and services at significantly lower than cost prices, which distorts price signals and disrupts market order [1][2]. Group 1: Industry Commitments - Meituan published an article titled "Prosper the Industry Ecosystem, Resist Disorderly Competition," stating a commitment to not sell at significantly lower prices [1]. - Taobao Flash and Ele.me also released statements promoting service enhancement and healthy competition, urging against significant price undercutting [1]. - JD.com issued a statement on fulfilling corporate and social responsibilities, promising to regulate subsidy practices and improve service quality [1]. Group 2: Legal and Ethical Standards - The platforms are aligning with laws such as the "Anti-Food Waste Law," ensuring that subsidies are transparently communicated to merchants and consumers without exaggeration [2]. - There is a commitment to not force merchants into subsidy activities, thereby protecting their pricing autonomy [2]. - The platforms aim to ensure fairness in promotional activities, avoiding selective subsidies that could harm small and medium-sized businesses [2]. Group 3: Sustainable Development Goals - The industry recognizes that irrational competition leads to unsustainable benefits for consumers, merchants, and delivery riders [3]. - There is a collective willingness to resist "involution-style" competition, focusing resources on improving service experiences and safeguarding rider rights [3]. - The goal is to shift from price competition to quality and service competition, promoting a balanced development between food delivery and dine-in services [2][3].

截至记者发稿，美团、阿里巴巴港股涨超2%，京东涨超1%。 美团、淘宝联合饿了么、京东接连发文，有意思的是，美团将过去一个月的外卖大战描述为"无序竞 争"，淘宝饿了么和京东则称其为"恶性竞争"。 #商家称外卖大战是虚假繁荣#【抵制不正当竞争！美团、淘宝、京东齐发声，补贴大战"急刹车"】#外 卖四大巨头发文抵制恶性竞争# 被称为"疯狂星期六"的外卖补贴大战要"刹车"了。 过去一个月，消费者已经习惯了在周五关注外卖平台预告，周六迎接新一轮红包雨。但在这个周五，美 团、淘宝联合饿了么、京东接连发声，表示将规范补贴行为，抵制不正当竞争。 记者留意到，针对争议最大的0元购，三家的说法并不全然相同。淘宝饿了么的说法是，不做大规模"0 元购"等非理性促销活动；美团则表示，不以显著低于成本的价格销售商品和服务，严重扭曲价格信 号，扰乱市场竞争秩序，京东直接表态抵制"0元购"等恶性补贴，绝不以冲单量体现市场地位、制造市 场泡沫。美团核心本地商业CEO王莆中此前表示，订单只是个数字，目前即时零售行业里"绝大多数是 泡沫"，举例来看，1块钱买12瓶水、1分钱买纸巾、16元减16元的"0减券"带来行业价值并不大。 在保障商家权益方面， ...

Core Viewpoint - The recent "crazy Saturday" delivery subsidy war is expected to be curtailed as major platforms like Meituan, Alibaba's Taobao, Ele.me, and JD.com announce plans to regulate subsidy behaviors and resist unfair competition [2][4]. Group 1: Company Responses - On August 1, Meituan, Taobao, Ele.me, and JD.com issued statements addressing the heightened social concern over delivery subsidies, labeling the recent competition as "disorderly" or "malicious" [4]. - Meituan criticized the "0 yuan purchase" subsidy strategy, while Taobao and Ele.me committed to avoiding large-scale irrational promotional activities [4]. - All platforms emphasized the importance of respecting merchants' rights to participate in subsidy activities voluntarily and maintaining their pricing autonomy [4][5]. Group 2: Regulatory Context - On July 18, the State Administration for Market Regulation held discussions with Meituan, Ele.me, and JD.com, urging them to comply with various laws and to engage in rational competition to foster a healthy ecosystem for consumers, merchants, and delivery personnel [5]. - Following the discussions, marketing strategies across platforms showed varying degrees of contraction, although variants of large subsidies continued, with merchants still bearing approximately 70% of the subsidy costs [5][6]. Group 3: Merchant Perspectives - Merchants have expressed concerns that the subsidy war has created a "false prosperity," with significant costs being passed onto them while they are pressured to participate in promotional activities [6][8]. - A representative from a chain restaurant noted that the extreme discounts have altered consumer behavior, leading to fears that once subsidies are removed, order volumes will decline sharply [6][8]. - Analysts suggest that while subsidies have effectively driven traffic, the challenge lies in retaining customers post-subsidy, indicating a shift from a "capital war" to an "efficiency war" in the competitive landscape [8].