Sou Hu Cai Jing·2025-07-14 00:15Core Viewpoint - The external delivery industry is undergoing a significant transformation, moving from price wars to a focus on quality and service, emphasizing the need for sustainable business practices and fair competition among stakeholders [2][3][6]. Group 1: Market Dynamics - The external delivery market has shifted dramatically, with intense competition leading to a "price war" scenario, reminiscent of previous battles in the shared economy sector [3]. - Major players like JD.com, Meituan, and Taobao are engaging in aggressive promotional strategies, including substantial discounts and cash vouchers, to capture market share [2][3]. - The current market environment is characterized by a "buying frenzy," where consumers are eager to take advantage of low prices, benefiting merchants and delivery personnel in the short term [4]. Group 2: Challenges and Risks - The intense focus on low prices may lead to irrational consumer behavior, reduced profit margins for merchants, and a decline in service quality [4]. - The historical context of similar price wars in the shared economy, such as the downfall of Ofo and the acquisition of Mobike by Meituan, highlights the potential risks of unsustainable business practices [3]. Group 3: Strategic Recommendations - Companies should prioritize quality and service improvements over merely competing on price, suggesting a need for internal motivation and a shift in strategic thinking [5]. - A dual-track system combining full-time and gig workers could enhance rider rights and reduce turnover, while integrating supply chain management could lower costs and benefit both merchants and consumers [6]. - The industry should aim for a transition from price competition to value competition, fostering a collaborative ecosystem that benefits all parties involved [6].