Core Insights - The article highlights the rising trend of instant retail "online schools" among small and medium-sized chain pharmacies, driven by Meituan's new initiatives to enhance digital operations and supply chain efficiency [1][2] Group 1: Digital Transformation Initiatives - Meituan's "Accelerator Program" for small and medium-sized chain pharmacies includes a digital talent growth plan and an ecological resource efficiency plan, aiming to cultivate digital operation talents and restructure supply chains [1] - The O2O (Online to Offline) training courses organized by Meituan have seen overwhelming participation, indicating a strong demand for digital operational skills among pharmacy staff [3] Group 2: Challenges and Opportunities - Small and medium-sized chain pharmacies face challenges such as lack of online operation experience, absence of professional teams, and insufficient supply of popular products during their digital transformation [2] - The shift from scale competition to refined operations allows these pharmacies to explore online development opportunities, particularly in local markets [2] Group 3: Supply Chain Innovations - Meituan's new model connects upstream industrial brands directly with small chain pharmacies, effectively reducing costs and ensuring supply, especially during peak demand periods [4] - The implementation of a three-party co-construction model has been successful in addressing the mismatch of supply and demand for high-demand medications, enhancing online visibility and coverage for pharmacies [4] Group 4: Regulatory Support - The recent joint action plan by multiple government departments positions retail pharmacies as core scenes for health promotion, encouraging them to expand their roles in health and nutrition [4]

8月1日上午，美团发文《繁荣行业生态，抵制无序竞争》，淘宝闪购、饿了么发文《持续提升服务 推动良性竞争 激发消费烟火气》，京东 发文《践行主体责任和社会责任 共建外卖行业健康生态》，承诺将抵制恶性竞争、规范促销补贴、提升服务质量。 美团官微发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有 序行业秩序，促进各方互利共赢。承诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。其中包括， 开展补贴活动严格遵守相关法律法规，依法向商家和消费者公示补贴信息，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权 等。 极目新闻记者 康旭阳 外卖平台纷纷发文，呼吁抵制恶性竞争、规范促销补贴！ 美团方面称，愿意和各方一起，务实行动，共同抵制"内卷式"竞争，把更多宝贵的资源，用到做好服务体验，改善商户经营，保障骑手权 益，推进科技创新，参与国际竞争，促进行业高质量发展的刀刃上。 美团发文抵制无序竞争 淘宝App同日上午也在规则中心发文，承诺将构筑公平透明、各方共赢的机制。包括从消费者和商家需求出发，合理规划发放补贴；坚决抵 制恶性 ...

Core Viewpoint - The takeaway from the articles is the collective commitment of major food delivery platforms to curb irrational competition and promote a healthier industry ecosystem through standardized promotional practices and enhanced service quality [1][2]. Group 1: Company Commitments - Meituan has publicly committed to regulating promotional activities, ensuring compliance with antitrust laws, and not selling below cost [1]. - Ele.me and Taobao have pledged to respect merchants' rights and avoid irrational promotions like "0 yuan purchases," focusing instead on improving delivery efficiency and service experience [1]. - JD.com has announced its strategy to resist vicious competition by enhancing product quality and service, aiming to shift the focus from subsidies to quality and service [2]. Group 2: Regulatory Environment - The Chinese regulatory authorities have previously intervened, with the State Administration for Market Regulation (SAMR) conducting discussions with major platforms to ensure fair competition and lawful operations [2]. - Multiple provincial and municipal restaurant industry associations have issued statements urging food delivery platforms to cease "involution-style" competition, indicating a broader industry push for reform [2].

8月1日，针对近期外卖平台补贴引发的社会关注，美团发文《繁荣行业生态，抵制无序竞争》，淘宝闪购及饿 了么发文《持续提升服务 推动良性竞争 激发消费烟火气》。先后提及，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，造成浪费。坚决抵制恶性竞争。 美团在《繁荣行业生态，抵制无序竞争》中明确表态，将坚决规范促销行为，杜绝不正当竞争，推动建立公平 有序的行业秩序。其核心承诺包括五方面：严格遵守《反垄断法》《反不正当竞争法》《电子商务法》《价格 法》《反食品浪费法》等法律法规，不以显著低于成本的价格销售商品和服务，避免扭曲价格信号、扰乱市场 秩序或造成浪费；依法公示补贴信息，不夸大宣传补贴总额；不强制或变相强制商家参与补贴活动，保障商家 自主定价权；对商家和消费者遵循无歧视原则，避免选择性补贴伤害中小商户利益；构建消费者、商家、骑手 与平台的多方共赢生态，通过降低商户经营成本、推动"比品质""比服务"替代"比价格"、平衡外卖与堂食发 展、提升骑手权益保障水平等措施，促进行业理性可持续发展。 来源：综合智通财经、新浪财经、IT之家、金融界等 编辑：涵钰 版权归原作者所有 如有侵权请及时联系 ...

与此同时，饿了么、淘宝闪购同步发文《持续提升服务 推动良性竞争 激发消费烟火气》表示，将进一步重点做好以下四项工作：从消费者和商家需求出 发，合理规划发放补贴；坚决抵制恶性竞争；持续提升服务质量；合作促进生态共赢。 以下为美团《繁荣行业生态，抵制无序竞争》全文： 近日，外卖平台补贴引发社会高度关注，美团对此高度重视，将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共 赢。 在此我们承诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。 一是开展补贴活动严格遵守《反垄断法》、《反不正当竞争法》、《电子商务法》、《价格法》、《反食品浪费法》等法律法规，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，造成浪费。 来源：猎云网 "外卖大战"，迎来拐点。 8月1日，美团发布《繁荣行业生态，抵制无序竞争》表示，"将坚决规范促销行为，杜绝不正当竞争行为"，并积极呼吁行业共同构建良好生态，促进餐饮服 务行业规范健康持续发展。 对于补贴活动，美团将：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，造成浪费；向商家和消 ...

Core Viewpoint - Multiple food delivery platforms have publicly committed to resisting disorderly competition and promoting a healthy industry ecosystem, emphasizing the importance of quality and service over price competition [1][2]. Group 1: Company Commitments - Meituan has pledged to strictly adhere to antitrust laws, ensure promotional activities are transparent, and protect merchants' pricing autonomy while fostering a win-win ecosystem for consumers, merchants, and delivery personnel [1]. - Ele.me and Taobao have also expressed their commitment to rationally plan subsidies based on consumer and merchant needs, respect merchants' rights, and enhance delivery efficiency and service experience [1]. - JD.com has vowed to resist vicious competition by focusing on differentiated offerings and improving service quality, aiming to shift the industry focus from subsidies to quality and service [2]. Group 2: Regulatory Environment - The regulatory authorities have already intervened in the competition among food delivery platforms, with the State Administration for Market Regulation conducting discussions with major players like Meituan, Ele.me, and JD.com to ensure fair competition [2]. - In July, the market regulator reiterated the need for these platforms to further standardize promotional activities and engage in rational competition [2]. - Over ten provincial and municipal catering industry associations have issued initiatives calling for an end to "involution-style" competition among food delivery platforms [2].

Core Viewpoint - The article emphasizes the commitment of JD.com to establish a healthy ecosystem in the food delivery industry by resisting unhealthy competition and promoting transparency in subsidy mechanisms [1][2]. Group 1: Subsidy Regulation - JD.com will continue to oppose unhealthy competition and resist "0 yuan purchase" and other malicious subsidies, ensuring that market position is not reflected through order volume [2][3]. - The company aims to create a simple and transparent subsidy mechanism, legally disclosing marketing activities to merchants and consumers, allowing merchants to operate and participate in promotional activities autonomously [2]. Group 2: Quality and Service Improvement - The focus will shift from competing on subsidies to competing on quality and service, with an emphasis on differentiated specialty dishes and enhanced service quality [2][3]. - JD.com is committed to maintaining food safety and integrity in operations, promoting a quality consumption experience, and actively working against food waste [2]. Group 3: Mutual Benefit Promotion - The company will provide various incentives to merchants, including commission incentives, advertising support, traffic assistance, delivery fee subsidies, and exclusive after-sales services to help merchants operate better [3]. - There will be efforts to optimize rider protection, enhancing the dignity and sense of gain for delivery riders, aiming to create a win-win ecosystem for consumers, merchants, riders, and platforms [3].

Core Viewpoint - Major companies in the food delivery and e-commerce sectors, including Meituan, Taobao, and Ele.me, have united to resist disorderly competition and promote fair industry practices, aiming for a sustainable and healthy development of the restaurant service industry [1][2]. Group 1: Company Commitments - Meituan has committed to adhering to various laws and regulations, including the Anti-Monopoly Law and the Electronic Commerce Law, to avoid selling goods and services at prices significantly below cost, which distorts market signals [1]. - Meituan will ensure transparency in subsidy activities by publicly disclosing subsidy information to merchants and consumers, avoiding exaggerated claims about total subsidies [1]. - Meituan will not force or indirectly compel merchants to participate in subsidy activities, thereby safeguarding merchants' pricing autonomy [1]. - The company emphasizes a non-discriminatory approach to merchants and consumers, ensuring fairness in promotional subsidy activities and protecting the interests of small and medium-sized businesses [1]. - Taobao and Ele.me have pledged to respect merchants' rights and establish a mechanism for strict oversight and governance regarding subsidy distribution [2]. Group 2: Industry Collaboration - Taobao and Ele.me aim to actively eliminate unfair competition and stimulate consumer potential in emerging markets while respecting market operation rules and ensuring merchants' profitability [2]. - The companies plan to enhance service quality continuously and collaborate with various stakeholders to maintain a healthy operating order in the offline market [2]. - A feedback system has been established to address core issues such as merchant participation, product quality, and rider rights, with ongoing discussions taking place across different regions [2]. Group 3: Market Reaction - Following the announcement on August 1, Meituan's stock price rose nearly 3%, while Alibaba's stock price increased by over 3% [3]. - The market regulatory authority had previously engaged with Meituan, Ele.me, and JD.com, urging them to comply with relevant laws and promote rational competition [3].

Core Viewpoint - The companies in the food delivery industry are emphasizing the need to establish a fair and orderly market environment, resisting irrational competition and promoting a healthy ecosystem for sustainable development [1][2][4]. Group 1: Company Initiatives - Meituan has committed to regulating promotional activities and eliminating unfair competition, aiming to foster a mutually beneficial industry order [1]. - Taobao Shangu and Ele.me have pledged to resist malicious competition and focus on four key areas: rational subsidy distribution, eliminating unfair competition, enhancing service quality, and promoting ecosystem cooperation [2][4]. - The companies are establishing a mechanism to respect merchants' rights and ensure transparency in promotional activities, including a compensation mechanism for merchants [4][5]. Group 2: Industry Collaboration - The industry is working together to enhance service quality by providing diverse consumption scenarios and improving delivery network efficiency [2][5]. - A "listening-consulting-optimizing-feedback" system has been established to address core issues such as merchant participation, product quality, and rider rights, with multiple discussion forums being held across various locations [2][5]. - The companies are advocating for rational consumption and promoting green consumption practices to minimize waste [5].

Core Viewpoint - The recent competition among food delivery platforms, characterized by significant subsidies, is being curtailed as companies like Meituan and Alibaba's Taobao aim to regulate promotional activities and combat unfair competition [1][3][8]. Group 1: Market Response - Following discussions, marketing efforts across platforms have been reduced, although variations of large subsidies, such as zero-yuan purchases and one-cent purchases, continue [1][8]. - As of the report, Meituan and Alibaba's stocks rose over 2%, while JD.com saw an increase of over 1% [2]. Group 2: Regulatory Actions - On August 1, Meituan and Taobao, in conjunction with Ele.me, announced their commitment to resist unfair competition and regulate promotional activities due to heightened societal concern [3]. - Meituan described the recent subsidy wars as "disorderly competition," while Taobao and Ele.me referred to it as "malicious competition" [3]. Group 3: Compliance and Standards - Meituan outlined five key areas to promote a healthy and sustainable development of the food service industry, including adherence to various laws and regulations, transparency in subsidy information, and ensuring fair treatment of merchants [4][5][6][7]. - The platforms aim to create a win-win ecosystem for consumers, merchants, delivery riders, and platform companies, emphasizing that irrational competition harms all parties involved [7][8]. Group 4: Merchant Perspectives - Merchants have expressed concerns that the subsidy wars create a "false prosperity," with many feeling pressured to participate in subsidy activities to maintain order volume, leading to unsustainable business practices [9][11]. - A representative from a chain restaurant noted that the drastic price reductions due to subsidies could alter consumer behavior, making it difficult to return to normal pricing once subsidies are reduced [11]. Group 5: Long-term Implications - Analysts suggest that while subsidies effectively drive traffic, the challenge lies in retaining users post-subsidy, indicating a shift from a "capital war" to an "efficiency war" in the competitive landscape [11]. - The long-term success of platforms will depend on balancing user demand for low prices, ensuring rider rights, and achieving sustainable profitability for merchants, rather than relying solely on price wars [11].