Sou Hu Cai Jing·2025-07-11 10:13Group 1 - The core strategy for food delivery platforms remains low-price competition, with Meituan recently launching "0 Yuan Purchase" coupons, leading to a record daily order volume of over 120 million [1] - Meituan's CEO Wang Xing emphasized the commitment to winning the competition, indicating that the company is willing to invest heavily, with estimates suggesting a monthly burn rate of nearly 20 billion yuan [1] - JD.com has also made strides in the food delivery sector, achieving over 25 million daily orders within four months of launching its delivery service, supported by a "Double Hundred Plan" that allocates over 10 billion yuan to boost brand sales [6][7] Group 2 - JD.com aims to integrate its food delivery service within its overall ecosystem, enhancing synergies with existing retail operations and expanding instant delivery services for various product categories [7] - Alibaba's "Taobao Flash Purchase" initiative is designed to drive traffic to its broader instant retail business, with significant subsidies leading to substantial growth in sales for participating brands [12][13] - The competition among food delivery platforms has led to increased consumer expectations regarding price, quality, and service, resulting in lower brand loyalty as consumers switch between platforms for better deals [17]