Nan Fang Du Shi Bao·2025-07-14 07:38Core Insights - The competition in the food delivery subsidy war continues to heat up, with significant order volume increases reported by major players like Taobao Shanguo and Meituan [1][2][8] Group 1: Order Volume and Growth - Taobao Shanguo announced a daily order volume exceeding 80 million, marking a new high, with active users surpassing 200 million and a week-on-week net increase of 15% [1] - Meituan reported a peak of 150 million instant retail orders, with "Shen Qiang Shou" orders exceeding 50 million and "Pin Hao Fan" orders over 35 million, reflecting a week-on-week increase of 30 million orders [2] - Non-food categories on Taobao Shanguo saw over 1,200 categories with order growth exceeding 100%, including significant increases in staple foods (335%) and household cleaning products (324%) [4] Group 2: Marketing Strategies - Meituan's "Shen Qiang Shou" project utilized social platforms like WeChat for marketing, leading to record high order values through mini-programs and significant coupon sharing among friends [2] - Taobao Shanguo has seen over 240,000 new registered merchants since its launch, with a majority being small and medium-sized businesses [4] Group 3: Rider Income and Support - Meituan reported a 111% increase in daily income for riders, with over 400,000 riders earning more than 500 yuan per day, and average monthly income for high-frequency riders reaching 9,793 yuan [6][9] - Taobao Shanguo riders experienced a 78% year-on-year increase in numbers, with active riders earning an average of over 12,500 yuan per month [7] Group 4: Subsidy Strategies - JD.com has shifted its subsidy strategy to a more refined model, focusing on quality dining and specific popular food categories, with a new investment of over 10 billion yuan to support merchant sales [8] - The ongoing subsidy war has led to increased order volumes for Meituan's restaurant partners, with a reported 65% increase in order volume compared to regular periods [7]