被外卖大战折磨的商家，不想干了

Core Viewpoint - The intense competition in the food delivery industry is being called to a halt due to irrational pricing strategies that harm the overall market and businesses involved [1][2][3][4]. Group 1: Industry Competition - The State Administration for Market Regulation has warned major food delivery platforms to engage in rational competition [2]. - The CEO of Meituan expressed that the ongoing price war is meaningless and detrimental to the industry, stating that most orders are "bubbles" [5][6]. - A significant influx of nearly 800 billion in subsidies from various platforms has created a festive atmosphere around low prices, leading to unsustainable competition [9][10]. Group 2: Impact on Small Businesses - The price war has severely affected the operational structure of many small businesses, with some reporting a drastic drop in customer traffic as consumers flock to subsidized delivery options [22][24]. - Small businesses are caught in a dilemma where they either participate in subsidy wars, which erodes their profit margins, or risk losing visibility and sales [32][33]. - Many small businesses are now forced to subsidize their own prices to remain competitive, which is not a sustainable solution [34][35]. Group 3: Consumer Behavior - Consumer demand for food is limited, and the influx of subsidies has shifted orders towards larger brands, leaving smaller businesses struggling [28][29]. - The perception of low prices due to subsidies may lead consumers to believe that normal prices are too high, further harming small businesses when subsidies end [87][90]. - The competition has created a scenario where consumers may enjoy short-term benefits, but the long-term implications could lead to reduced quality and fewer choices [89][90]. Group 4: Calls for Change - Various restaurant associations across multiple provinces have called for an end to irrational competition, highlighting the survival crisis faced by businesses due to excessive subsidies [58][59]. - Industry leaders have voiced concerns about the negative impact of the price war on profitability and the overall health of the restaurant sector [56][57]. - The need for rational pricing strategies and a focus on sustainable growth has been emphasized, as the current approach is deemed harmful to all parties involved [94][95].