Zheng Quan Shi Bao Wang·2025-07-10 23:54Group 1 - The topic of "Meituan Free Order" has surged to the top of trending searches, indicating an escalation in the subsidy competition among food delivery platforms [1][3] - Several chain restaurant brands have announced collaborations with Meituan to launch free order promotional activities starting July 11, requiring users to log in to Meituan to access these benefits [3] - The ongoing subsidy competition among major platforms is stimulating consumer enthusiasm and expanding instant retail business, but raises concerns about long-term sustainability and profitability for some merchants [3] Group 2 - Meituan and Taobao Flash Sale issued significant discount coupons over the weekend of July 5-6, leading to a surge in order volume, with Meituan reporting over 1.2 billion orders on July 5 [4] - Taobao Flash Sale and Ele.me announced a combined daily order count exceeding 80 million, with over 2 billion active users on Taobao Flash Sale [4] - The first week of the 500 billion subsidy program saw a significant increase in business for many restaurant brands, with 95% of peak performances coming from regional chain brands [4] Group 3 - JD.com has launched its "Double Hundred Plan," committing over 10 billion yuan to support brands achieving significant sales milestones, while also implementing a 10 billion yuan consumer subsidy [5] - JD.com’s daily order volume has surpassed 25 million, capturing over 31% of the national food delivery market share, and approximately 45% in the quality delivery segment [5] - The overall daily order volume in China's food delivery market is estimated to be between 80 million and 90 million [5]