外卖市场格局重构，饿了么升级商家扶持计划

Core Insights - Ele.me has announced a comprehensive upgrade to its "优店腾跃计划" (Premium Store Leap Plan), with an additional investment of 1 billion yuan, focusing on fee discounts, traffic support, and AI technology empowerment to capture the food delivery merchant service sector [1][4] - The upgrade comes at a critical time as JD's food delivery orders have surpassed 25 million daily, indicating a shift in the market from a "duopoly" to a "tripartite" competition [1][5] Group 1: Investment and Support Measures - Ele.me will invest over 1 billion yuan from now until the end of August, offering new stores up to 3 months of commission-free service, enhanced traffic support, and increased exposure through Alibaba's ecosystem [1][4] - The "优店腾跃计划2.0" focuses on fee discounts, traffic resources, and AI tools, with the platform's technical service fee now offering up to 3 months of commission-free support for new stores [1][2] Group 2: AI Tools and Merchant Support - Ele.me has launched an "Intelligent Merchant Management System," which includes a suite of AI tools designed to enhance operational efficiency for merchants throughout the entire business cycle [2] - The plan will also provide specialized digital operation services and hardware support for "newbie" merchants to help them quickly establish their businesses [2] Group 3: Industry Competition Landscape - The "优店腾跃计划" initiated in March is a key part of Ele.me's strategy to support merchants and accelerate their digital transformation, with a total commitment of over 1 billion yuan for the year [4] - The food delivery market is projected to see Meituan and Ele.me together holding 98% market share by 2024, with Meituan leading at 65% and Ele.me at 33% [4] - The entry of JD into the market has changed the competitive landscape, with JD's daily order volume exceeding 25 million and capturing over 31% of the national market share [5]