Group 1 - Multiple food delivery platforms, including Meituan, Taobao Flash, and Ele.me, have called for a resistance against disorderly competition in the industry [1] - Meituan published an article titled "Prosper the Industry Ecosystem, Resist Disorderly Competition," emphasizing the need to avoid selling goods and services at prices significantly below cost, which distorts price signals and disrupts market order [1] - Taobao Flash and Ele.me also released a statement advocating for continuous service improvement to promote healthy competition and stimulate consumer activity [1]

Group 1 - The core viewpoint emphasizes the importance of maintaining a healthy industry ecosystem and resisting disorderly competition [1] - Meituan and Ele.me both highlight the negative impact of selling goods and services at prices significantly below cost, which distorts price signals and disrupts market competition [1] - The companies advocate for the continuous improvement of services to promote healthy competition and stimulate consumer activity [1]

每经AI快讯，8月1日，美团盘中拉升，一度升逾3%，阿里巴巴上涨超2%，京东集团涨1.5%。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint of the article highlights Meituan-W's stock performance, which increased by 2.8% to HKD 125.0 per share, with a trading volume of HKD 2.287 billion as of 11:09 AM on August 1 [1] - Meituan is described as a life service e-commerce platform centered around food, focusing on technological innovation to provide quality life services and promote the digital upgrade of the service industry [1] - The company plans to continue increasing its investment in technology research and development, prioritizing customer-centric approaches, social responsibility, and creating social value while fostering win-win development with partners [1] Group 2 - As of the first quarter of 2025, Meituan-W reported total operating revenue of RMB 86.557 billion and a net profit of RMB 10.057 billion [2]

8月1日，外卖行业两大平台接连表态，剑指无序竞争。美团通过公众号发文《繁荣行业生态，抵制无序 竞争》，称高度关注外卖平台补贴引发的社会关注，承诺坚决规范促销行为，杜绝不正当竞争。 事实上，外卖平台的竞争规范早有监管介入。今年5月，市场监管总局等五部门已约谈京东、美团、饿 了么等平台，要求合法规范经营、公平竞争。7月18日，市场监管总局再次约谈饿了么、美团、京东， 要求进一步规范促销行为，理性竞争，构建多方共赢生态。 此外，湖北、陕西、云南及北京、深圳等超10个省市的餐饮行业协会也陆续发布倡议书，呼吁外卖平台 停止"内卷式"竞争。 其具体承诺包括：补贴活动严格遵守反垄断法等法律法规，不以显著低于成本价销售；补贴活动信息依 法公示，不夸大宣传补贴总额；不强制或变相强制商家参与补贴，保障商家自主定价权；对商家和消费 者无歧视，不通过选择性补贴伤害中小商户；构建消费者、商家、骑手、平台多方共赢生态，从"比价 格"回归"比品质""比服务"，努力提高骑手权益保障水平。 同日，淘宝饿了么联合发文，同样表态坚决抵制恶性竞争，合作促进生态共赢。文中提到，将从消费者 和商家需求出发合理规划补贴，尊重商家知情权、选择权和定价权并设 ...

美团盘中 拉升，一度升逾3%， 阿里巴巴上涨超2%， 京东集团涨1.5%。此前，美团、饿了么就外卖平 台补贴发文，倡导抵制恶性竞争。 ...

Core Viewpoint - The article emphasizes the importance of resisting malicious competition in the food delivery industry, advocating for a fair and orderly market environment to promote mutual benefits among all parties involved [1][3]. Group 1: Company Initiatives - Meituan has committed to regulating promotional activities and eliminating unfair competition, aiming to establish a healthy and sustainable development in the catering service industry [1]. - The company plans to issue subsidies based on consumer and merchant needs, ensuring transparency and protecting merchants' rights [5]. - Meituan will actively resist irrational promotional activities, such as large-scale "0 yuan purchases," to safeguard merchants' earnings and operational integrity [5][6]. Group 2: Industry Collaboration - Meituan and Ele.me have jointly announced their commitment to resist malicious competition and promote ecological win-win cooperation within the industry [3]. - The companies are focusing on enhancing service quality, providing diverse consumption scenarios, and improving delivery network efficiency to better serve consumers [6]. - 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 various regions [6].

Core Insights - The article presents the market capitalization rankings of the top 50 Chinese technology and internet companies as of August 1, 2025, highlighting significant shifts in rankings and valuations [1]. Group 1: Market Capitalization Rankings - TSMC leads the list with a market capitalization of $125.32 billion [3]. - Tencent Holdings ranks second with a market capitalization of $64.22 billion [3]. - Alibaba has moved up to the third position with a market capitalization of $28.77 billion, showing a notable increase from its previous rank of 12 [3]. Group 2: Notable Companies and Changes - Xiaomi Group is ranked fourth with a market capitalization of $17.57 billion [3]. - Pinduoduo follows closely in fifth place with a market capitalization of $16.11 billion [3]. - Meituan and NetEase are ranked sixth and seventh, with market capitalizations of $9.46 billion and $8.25 billion, respectively [3][4]. Group 3: Additional Rankings - Semiconductor Manufacturing International Corporation (SMIC) is in eighth place with a market capitalization of $5.23 billion [4]. - JD.com is ranked tenth with a market capitalization of $4.54 billion [4]. - Kuaishou and Tencent Music are ranked 11th and 12th, with market capitalizations of $4.17 billion and $3.25 billion, respectively [4]. Group 4: Lower Rankings - Companies ranked from 25 to 50 include Kingdee International at $0.83 billion and Yuyuan at $0.40 billion, indicating a diverse range of valuations among the lower-ranked firms [5][6].

Core Viewpoint - Meituan emphasizes the need for fair competition and a healthy industry ecosystem, committing to regulate promotional activities and avoid unfair competition practices [1] Group 1: Regulatory Compliance - Meituan will strictly adhere to various laws including the Anti-Monopoly Law, Anti-Unfair Competition Law, E-Commerce Law, Price Law, and Anti-Food Waste Law when conducting subsidy activities [1] - The company will not sell goods and services at prices significantly below cost to avoid distorting price signals and disrupting market order [1] Group 2: Transparency and Fairness - Meituan commits to transparently disclosing subsidy information to merchants and consumers without exaggerating the total amount of subsidies [1] - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] Group 3: Ecosystem Development - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, while listening to merchants' feedback to reduce their operational costs [1] - The focus will shift from competing on price to competing on quality and service, promoting a balanced development between takeout and dine-in services [1] - The company is dedicated to improving the rights and protections of delivery riders, aiming to stabilize their income and employment conditions [1]

四是对商家和消费者遵循无歧视原则，确保促销补贴活动公平性，不通过选择性补贴伤害中小商户利 益。 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。 二是开展补贴活动依法向商家和消费者公示补贴信息，不对补贴总额进行夸大宣传。 8月1日，美团以《繁荣行业生态，抵制无序竞争》为题发文称：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。 五是积极构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态。倾听广大商户意见，降低商 户经营成本，从"比价格"回归"比品质""比服务"，促进外卖和堂食平衡发展，构建理性可持续的商业环 境，努力提高骑手权益保障水平，避免骑手收入大起大落，就业大进大出。 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。 外卖市场联系着广大消费者，也关系广大商户和骑手，非理性竞争带来的畸形发展，无论是对消费者， 对商 ...