外卖大战应回归“价值理性”

Group 1 - Taobao's "Hour Delivery" has been upgraded to "Taobao Flash Purchase," launching in over 50 cities and achieving over 10 million daily orders by May 5 [1] - The online food delivery market is projected to reach a scale of 1.64 trillion yuan in 2024, with a year-on-year growth of 7.2% and a user base of 545 million, indicating high frequency and demand for local services [2] - The competition in the food delivery sector is intensifying, with major players like JD and Taobao entering the market, suggesting a strategic shift towards capturing new growth opportunities amid slowing e-commerce growth [2] Group 2 - The profit margins in the food delivery industry are low, with major platforms expected to have net profit margins between 1.5% and 3.3%, highlighting the challenges in achieving profitability [1] - The competition is not just about market share but also about enhancing service quality and social value, indicating a deeper evolution in the industry dynamics [2][3] - The growth of instant retail is significant, with a projected market size exceeding 1.5 trillion yuan in 2024 and a growth rate of 26.2%, making it a critical area for e-commerce platforms to explore [2]