Xin Lang Ke Ji·2025-07-31 09:57Core Insights - The competition in the food delivery sector is intensifying, particularly over the resource known as "flash warehouses," which are small, non-retail storefronts that stock 2,000 to 5,000 types of goods for local residents [1] Group 1: Competitive Strategies - Since the subsidy war began in July, platforms like Taobao Flash Purchase and Meituan have escalated their competition for top merchants [1] - On July 5, some leading merchants were pressured by platforms to raise the minimum order price on rival platforms or to temporarily suspend operations [1] - During peak order days, at least in South China, platforms have deployed personnel to monitor top merchants' order volumes on competitors' platforms, demanding price increases when rival platforms see a surge in orders [1] Group 2: Merchant Incentives - In response to competitive pressures, one platform has offered more incentives and commissions to top merchants, while also locking certain merchants' backend systems on peak order days to prevent them from adjusting prices [1] - This strategy allows merchants to explain to their customers that they are unable to cooperate due to the rival platform's actions [1]