我希望东哥赢，但东哥很难赢

Core Viewpoint - The article discusses the competitive landscape of the food delivery industry, particularly focusing on the dominance of a specific company in the market and the challenges faced by new entrants. Group 1: Market Dynamics - The leading company in the food delivery sector holds a market share of approximately 70%, making it difficult for competitors to challenge its position [7][17]. - The industry has evolved from a "hundred groups war" to a near monopoly, with significant barriers to entry for new players due to high operational costs and the need for substantial subsidies to gain market share [17][34]. Group 2: Financial Insights - The leading company has historically struggled to achieve profitability, with reports indicating that it only began to turn a profit in 2020 after seven years of losses [14][22]. - In 2024, the company reportedly earned a total profit of 35.8 billion, with only 15.8 billion (44%) coming from its food delivery services, indicating that its primary revenue source is from other business segments like group buying [22][23]. Group 3: Competitive Challenges - New entrants face significant challenges, including the need for extensive hardware and software investments, as well as the necessity to subsidize operations until they can achieve scale [29][30]. - The competitive landscape is further complicated by the fact that even large companies with substantial resources have failed to establish a foothold in the food delivery market due to the high costs and low margins [19][34]. Group 4: Social Responsibility and Market Trends - The article suggests that the leading company has a moral advantage due to its investments in social responsibility, which may influence its long-term sustainability [6][40]. - There is a potential trend towards companies prioritizing social impact alongside profitability, as excessive profit-seeking can lead to negative public perception and long-term viability issues [40].