Chang Jiang Shang Bao·2025-07-13 23:30Core Viewpoint - The ongoing "takeaway war" among major platforms like Meituan, Taobao Flash Sale, and JD.com has intensified, with significant discounts and promotions attracting consumer attention and driving record order volumes [2][3][4][5]. Group 1: Market Dynamics - The "takeaway war" has seen platforms offering substantial discounts, with Meituan reporting over 1.5 billion daily orders as of July 12 [6]. - Taobao Flash Sale initiated a subsidy plan worth 500 billion yuan to stimulate consumption over the next 12 months [4]. - The competition has led to record-breaking order numbers, with Meituan achieving over 1.2 billion orders in a single day and Taobao Flash Sale exceeding 80 million orders [5][6]. Group 2: Regulatory Response - Regulatory bodies have expressed concerns over the intense competition, leading to discussions with major platforms to ensure fair competition and consumer protection [8]. - The market supervision authorities have emphasized compliance with laws such as the E-commerce Law and Food Safety Law to address issues like unfair competition and rider rights [8]. - Local governments have initiated special inspections in at least 20 provinces to tackle problems in the takeaway industry, including food safety and ghost deliveries [8]. Group 3: Industry Impact - The entry of JD.com into the market has disrupted the previous dominance of Meituan and Ele.me, resulting in a 15% decline in daily orders for these platforms [7]. - The competition has raised concerns about "involution" and the sustainability of business practices, with reports of riders facing challenges in income despite increased order volumes [7][8]. - The overall takeaway market in China is projected to exceed 1 trillion yuan, with user numbers surpassing 590 million by the end of 2024 [7].