Workflow
美团王莆中:我们不想卷,但不能不反击
news flash·2025-07-16 12:53

Core Viewpoint - Alibaba is aggressively entering the food delivery market with a substantial subsidy of 50 billion, aiming to surpass Meituan in order volume, which is perceived as an irrational competition by Meituan's CEO [1] Group 1: Competitive Landscape - Meituan's CEO believes Alibaba's strategy is designed to intimidate them, banking on the assumption that Meituan cannot match the financial resources [1] - Alibaba has set an ambitious target to exceed Meituan's order volume, indicating a high-stakes competition in the food delivery sector [1] Group 2: Financial Implications - Meituan reported a record single-day order volume of 150 million, countering speculation that they incurred a loss of 800 million on that day [1] - Meituan's actual expenditure is significantly lower than Alibaba's, suggesting a more efficient use of resources in the competitive landscape [1]