Core Viewpoint - The takeaway from the articles is the collective commitment of major food delivery platforms to curb irrational competition and promote a healthier industry ecosystem through standardized promotional practices and enhanced service quality [1][2]. Group 1: Company Commitments - Meituan has publicly committed to regulating promotional activities, ensuring compliance with antitrust laws, and not selling below cost [1]. - Ele.me and Taobao have pledged to respect merchants' rights and avoid irrational promotions like "0 yuan purchases," focusing instead on improving delivery efficiency and service experience [1]. - JD.com has announced its strategy to resist vicious competition by enhancing product quality and service, aiming to shift the focus from subsidies to quality and service [2]. Group 2: Regulatory Environment - The Chinese regulatory authorities have previously intervened, with the State Administration for Market Regulation (SAMR) conducting discussions with major platforms to ensure fair competition and lawful operations [2]. - Multiple provincial and municipal restaurant industry associations have issued statements urging food delivery platforms to cease "involution-style" competition, indicating a broader industry push for reform [2].
美团、淘宝、饿了么、京东同日发声:抵制无序竞争
