订单量再创新高，外卖大战何时休？平台战损几何？

Core Insights - The intense competition among food delivery platforms has led to record-breaking order volumes, with Meituan reporting 150 million orders and Taobao Flash Sale and Ele.me surpassing 80 million orders in a single day [1][6][8] - The subsidy war, which gained significant attention over the weekend, appears to be cooling down during the weekdays, as evidenced by reduced promotional efforts and foot traffic returning to normal levels [1][5] - The competition is expected to become a regular occurrence, with Alibaba planning to establish a new promotional event called "Super Saturday" to encourage consumer participation [4][5] Company Strategies - Meituan, Taobao, and JD.com are heavily investing in the food delivery sector, with JD.com launching a "Double Hundred Plan" to support quality dining merchants, aiming for significant sales growth [5][8] - Alibaba's strategy involves integrating Ele.me and Fliggy into its e-commerce group to create a unified approach, focusing on expanding its consumer base and exploring new business models [8][9] - JD.com aims to enhance its platform's daily active users through food delivery, thereby driving growth across its e-commerce and instant retail sectors [9] Market Dynamics - The total investment in the food delivery market by major players is expected to reach over 100 billion yuan, with significant losses projected for Alibaba and JD.com in the coming year due to aggressive subsidy strategies [6][7] - Despite impressive order growth, analysts warn that the rapid increase in subsidies may lead to unsustainable business practices and potential long-term financial strain on the platforms [6][10] - The competitive landscape has intensified beyond initial expectations, with significant implications for the industry as a whole [6][7]