JD(US:JD) Sou Hu Cai Jing·2025-07-23 01:51Group 1 - The core viewpoint of the articles indicates that while extreme discounts like "0 yuan purchase" have disappeared, the price war among food delivery platforms is not over, with significant discounts still being offered by platforms like Taobao, JD, and Meituan [1][2] - Industry experts predict that the price war will continue for at least 1-2 months due to new platforms entering the market, creating a competitive environment that will not resolve quickly [1][2] - The external pressure from regulatory bodies has led to a tightening of subsidies, but substantial discounts remain prevalent, indicating ongoing competition among major e-commerce platforms for market share in instant retail [2][6] Group 2 - During the height of the subsidy war, delivery riders experienced a surge in income, with reports of daily earnings exceeding 500 yuan, and some even reaching over 1,000 yuan [3][4] - As the subsidy war winds down, rider incomes have begun to decline, with many reporting daily earnings dropping to around 300-500 yuan [4] - The competitive landscape has shifted, with businesses now facing multiple layers of competition, including from other merchants on the same platform and across different platforms, leading to thinner profit margins [9] Group 3 - The reliance on subsidies has created a challenging environment for small and medium-sized businesses, as they struggle to compete with larger chains benefiting from significant funding [6][7] - The long-term sustainability of the benefits gained from the subsidy wars is questioned, as the price distortions created may not be recoverable once subsidies are removed [8] - Experts emphasize the need for businesses to balance profit margins with customer base growth, suggesting that selectively withdrawing from low-margin activities could be a viable strategy [5][9]