Xiao Fei Ri Bao Wang·2025-07-30 03:06Core Viewpoint - The recent regulatory actions against major food delivery platforms like Ele.me, Meituan, and JD.com signal the government's intent to regulate market order and promote healthy development in the food service industry [1][7]. Group 1: Market Dynamics - A significant subsidy war has erupted among major food delivery platforms since July, leading to record-breaking order volumes, with Meituan reaching 1.5 billion orders and Ele.me surpassing 80 million daily orders [2][3]. - The "0 yuan purchase" promotions have attracted considerable consumer attention, with users actively sharing their experiences on social media [3]. Group 2: Impact on Stakeholders - Delivery riders have seen a notable increase in their earnings, with some reporting a rise in daily deliveries from 40-50 to 60-70, resulting in potential monthly earnings of an additional 2,000 yuan [4]. - However, the surge in orders has placed immense pressure on merchants, leading to staffing shortages and operational challenges, with some stores needing to temporarily suspend their delivery services [4][5]. Group 3: Sustainability Concerns - The reliance on subsidies raises questions about the sustainability of this growth model, as many merchants report operating at a loss due to the high costs of fulfilling discounted orders [4][6]. - The potential for a "vicious cycle" of subsidies leading to market imbalance is a concern, with warnings from industry insiders about the long-term implications for service quality and food safety [6]. Group 4: Regulatory Response - The government has taken steps to curb "zero-sum" competition by mandating the cessation of certain promotional activities, indicating a push towards more sustainable practices in the industry [7].