李长安：外卖服务升级，价值竞争才是正道

Core Viewpoint - The intense competition among food delivery platforms has led to a price war and subsidy battle, reminiscent of the early competition in ride-hailing services, with significant implications for consumers, merchants, and delivery personnel [1][2][3]. Group 1: Market Dynamics - The competition has resulted in aggressive promotional strategies, including substantial discounts and free first orders, aimed at increasing market share [1]. - Some merchants are experiencing a surge in orders, with one tea shop reportedly preparing nearly 3,000 drinks in a single day, yet the profit margins remain extremely low due to high costs and subsidies [1]. - Consumers are benefiting from lower prices but face longer delivery times and potential food safety risks due to the use of lower-quality ingredients by some merchants [2]. Group 2: Regulatory Environment - The competition has drawn the attention of regulatory authorities, leading to discussions about compliance with laws such as the E-commerce Law and the Anti-Unfair Competition Law [3]. - New regulations effective from October 15 aim to prevent platforms from forcing merchants into low-price sales and to establish fair competition rules [3]. Group 3: Recommendations for Improvement - There is a need for platforms to adopt self-regulation and focus on innovation and service quality rather than solely competing on price [4]. - Protecting the rights of delivery personnel is crucial, as many are risking their safety by working excessively long hours or taking on multiple orders across platforms [4]. - The industry should shift towards value-based competition, emphasizing technological innovation and service enhancement for sustainable growth [4].