凤凰网科技讯 北京时间8月1日，据彭博社报道，据知情人士透露，星巴克已对中国业务投资者进行了 筛选，大约12家公司入围第二轮，其中包括私募股权公司和科技公司。 知情人士称，相关讨论仍在进行中，未必会达成交易。随着谈判的推进，其他行业和财务投资者也可能 在后期加入。 中国是星巴克的第二大市场。然而，星巴克在中国已落后于瑞幸咖啡等本土竞争对手，后者凭借价格更 低廉的产品和频繁更新的产品实现了快速增长。 截至发稿，星巴克、方源资本、KKR、高瓴投资和春华资本不予置评。腾讯、京东、博裕资本、凯雷 集团尚未回应置评请求。(作者/箫雨) 知情人士称，第二轮名单中包括受邀参与投资的私募股权公司博裕资本、凯雷集团、殷拓集团、方源资 本、KKR、高瓴投资和春华资本，以及科技巨头京东和腾讯控股。 知情人士表示，入围的公司将获准查阅星巴克中国业务的财务报表，以便在未来几个月内进行评估并准 备报价。新的资本注入和本土化运营经验将助力星巴克在中国市场扩张门店规模、完善供应链体系，并 优化面向中国消费者的移动端平台与品牌战略。 星巴克CEO倪睿安(Brian Niccol)在7月29日的财报电话会议上对分析师表示，为中国业务寻找合作伙 ...

Core Viewpoint - Multiple food delivery platforms, including Meituan, Taobao Flash, Ele.me, and JD.com, have issued statements calling for the resistance of disorderly competition in the industry, particularly in response to recent concerns over subsidies [1] Group 1: Industry Statements - Meituan emphasizes the need to standardize promotional behaviors and eliminate unfair competition, aiming to establish a fair and orderly industry environment for mutual benefits [1] - Taobao Flash and Ele.me highlight their commitment to enhancing service and promoting healthy competition, focusing on the integration of physical and service consumption while ensuring transparency and mutual benefits [1] - JD.com stresses the importance of fulfilling both corporate and social responsibilities, advocating for the cessation of "0 yuan purchase" and other aggressive promotional practices to foster a healthy industry ecosystem [1]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月1日｜"京东黑板报"发文称，近期，外卖行业补贴引发社会广泛关注，不少行业协会、商家发 声，希望停止"0元购"等内卷式补贴促销行为，构建良好行业生态，实现多方互利共赢良性发展。我们 在此承诺：规范补贴行为。京东外卖将继续坚持反内卷立场，坚决杜绝不正当竞争，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。搭建简单透明的补贴机制，依法向商家和消费者 公示营销活动信息，商家可自主经营和参与促销活动。抵制恶性竞争。通过打造差异化特色菜品、提升 服务质量等，坚守品质定位，以技术赋能、供应链创新等打造核心竞争力，用产品、价格、服务赢得用 户口碑、创造长期价值，推动行业从"比补贴"回归"比品质"、"比服务"。 ...

Core Viewpoint - The article emphasizes the need for the food delivery industry to move away from aggressive subsidy practices, such as "0 yuan purchase," and to establish a healthier industry ecosystem that promotes mutual benefits and sustainable development [1][3]. Group 1: Regulation of Subsidy Practices - The company commits to standardizing subsidy practices and firmly opposes unfair competition, ensuring that marketing activities are transparent and accessible to both merchants and consumers [1][3]. - A simple and transparent subsidy mechanism will be established, allowing merchants to operate and participate in promotional activities autonomously [1][3]. Group 2: Resistance to Malicious Competition - The company aims to resist malicious competition by focusing on differentiated specialty dishes and improving service quality, thereby shifting the industry focus from "subsidy competition" to "quality competition" and "service competition" [1][3]. - Core competitiveness will be built through technological empowerment and supply chain innovation, enhancing long-term value creation for users [1][3]. Group 3: Enhancement of Service Quality - The company is dedicated to maintaining food safety and integrity in operations, continuously improving the quality of consumer experiences [1][3]. - Initiatives to combat food waste will be promoted, including reminders for consumers to order appropriately, thereby fostering an environmentally friendly approach [1][3]. Group 4: Promotion of Mutual Benefits - The company will provide various incentives to merchants, such as commission incentives, advertising support, and delivery fee subsidies, to help them operate more effectively [2][4]. - Efforts will be made to enhance the dignity and sense of gain for delivery riders, contributing to a positive cycle among consumers, merchants, riders, and the platform [2][4].

Group 1 - Multiple platforms including Meituan, Taobao, Ele.me, and JD have issued statements committing to "regulating promotions" and implementing measures to limit subsidy behaviors [1][6] - The platforms have pledged to enhance services and promote healthy competition, with Meituan emphasizing "prospering the industry ecosystem" and resisting disorderly competition [1][6] - Following a recent regulatory meeting, platforms have shown varying degrees of marketing contraction, yet large subsidies like zero-yuan purchases and one-cent purchases continue, with merchants bearing about 70% of the subsidy costs [6][10] Group 2 - Recent commentary from major media outlets highlights that the ongoing price war in the food delivery sector is a "stock game" that fails to generate new consumer demand, leading to profit difficulties for platforms and merchants [6][10] - The upcoming "Liqiu War" (立秋大战) is anticipated to be a significant promotional period for milk tea deliveries, with platforms collectively emphasizing anti-involution policies ahead of this event [6][10] - Following the platforms' statements, the stock market reacted positively, with Meituan's stock rising by 2.22%, Alibaba's by 2.33%, and JD's by 1.38% [10]

【导读】8月1日，美团、淘宝闪购、饿了么、京东等外卖平台同时发文，表示坚决抵制恶性竞争，规范补贴行为 见习记者夏天 8月1日，美团、淘宝闪购、饿了么、京东等外卖平台同时发文，表示坚决抵制恶性竞争，规范补贴行为。 美团10点08分发文《繁荣行业生态，抵制无序竞争》，其在文中承诺：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。 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。 三是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。 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。 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 ...

【导读】8月1日，美团、淘宝闪购、饿了么、京东等外卖平台同时发文，表示坚决 抵制恶性 竞争，规范补贴行为 见习记者 夏天 8月1日， 美团、淘宝闪购、饿了么、京东等 外卖平台同时发文，表示坚决 抵制恶性竞争， 规范补贴行为 。 美团10点 0 8分发文《繁荣行业生态，抵制无序竞争》，其在文中承诺：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。 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。 三是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。 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。 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 ...

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 article emphasizes the need for a healthy ecosystem in the food delivery industry, advocating for the cessation of aggressive promotional practices like "0 yuan purchase" and promoting a focus on quality and service over subsidies [1][2] Group 1: Commitment to Industry Standards - The company commits to regulating subsidy practices, rejecting unfair competition, and eliminating harmful promotional tactics [1] - A transparent subsidy mechanism will be established, ensuring that marketing activities are publicly disclosed to merchants and consumers [1] Group 2: Quality and Service Enhancement - The company aims to resist vicious competition by focusing on differentiated products and improving service quality, thereby shifting the industry focus from "subsidy competition" to "quality and service competition" [1] - Continuous efforts will be made to uphold food safety and integrity in operations, enhancing the overall consumer experience [1] Group 3: Promoting Mutual Benefits - The company will provide various incentives to merchants, including commission incentives, advertising support, and delivery fee subsidies, to foster better business operations [2] - There will be an emphasis on improving the welfare of delivery riders, enhancing their professional dignity and sense of gain [2] - The goal is to create a win-win ecosystem involving consumers, merchants, riders, and the platform [2]

8月1日，京东以《践行主体责任和社会责任 共建外卖行业健康生态》为题发文称：近期，外卖行业补 贴引发社会广泛关注，不少行业协会、商家发声，希望停止"0元购"等内卷式补贴促销行为，构建良好 行业生态，实现多方互利共赢良性发展。我们在此承诺： 一、规范补贴行为。京东外卖将继续坚持反内卷立场，坚决杜绝不正当竞争，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。搭建简单透明的补贴机制，依法向商家和消费者公示 营销活动信息，商家可自主经营和参与促销活动。 二、抵制恶性竞争。通过打造差异化特色菜品、提升服务质量等，坚守品质定位，以技术赋能、供应链 创新等打造核心竞争力，用产品、价格、服务赢得用户口碑、创造长期价值，推动行业从"比补贴"回 归"比品质"、"比服务"。 三、提升服务质量。坚守食品安全底线，坚守诚信经营底线，持续打造品质消费体验。积极推动反食品 浪费工作，门店首页公告嵌入"请适量点餐，环保又健康"宣传语，同时在点餐、结算、订单页面加 入"适量点餐"提示，形成全链路提醒，杜绝诱导过量点餐。 四、促进互利共赢。为商家提供佣金激励、广告激励、流量扶持、配送费补贴、爆品运营、专属售后等 服务，帮助好 ...