智通财经网·2025-07-09 02:39Group 1 - Major food delivery platforms are engaged in a subsidy war, with significant coupon distributions expected to benefit tea beverage stocks indirectly [1][2] - Meituan has launched extensive subsidy activities, including "0 yuan for milk tea" promotions, leading to a surge in daily order volume, which exceeded 1.2 billion orders on July 5 [1] - Taobao Shanguo announced a massive 500 billion RMB subsidy plan aimed at stimulating consumption, resulting in a sevenfold increase in daily orders from over 1 million to over 8 million within a short period [2] Group 2 - Meituan and Taobao offer similar discount levels primarily targeting low-price segments, with coupon values such as "38 off 18" and "15 off 15" [3] - The competitive landscape allows smaller players to quickly gain market share through these subsidy strategies [3]