Sou Hu Cai Jing·2025-08-01 05:43Core Viewpoint - Major companies in the food delivery industry, including Meituan, Taobao, Ele.me, and JD, have collectively committed to resisting malicious competition and promoting fair promotional practices to establish a healthy industry ecosystem and mutual benefits for all parties involved [1][2][3] Group 1: Meituan's Commitment - Meituan emphasizes the importance of adhering to various laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, to avoid selling goods and services at prices significantly below cost, which distorts market signals and disrupts competition [1] - The company pledges to transparently disclose subsidy information to merchants and consumers without exaggerating the total amount of subsidies [1] - Meituan will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] - The company commits to non-discriminatory practices for merchants and consumers, ensuring fairness in promotional subsidy activities and protecting the interests of small and medium-sized businesses [1] - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises [1] Group 2: Taobao and Ele.me's Initiatives - Taobao and Ele.me focus on enhancing service quality and promoting healthy competition by planning subsidies based on consumer and merchant needs, while respecting merchants' rights to information, choice, and pricing [2] - The companies will actively resist malicious competition and irrational promotional activities, such as large-scale "0 yuan purchase" campaigns, to stimulate market consumption potential and innovation [2] - They are committed to improving service quality and fostering a collaborative ecosystem that addresses core issues like merchant participation, product quality, and rider rights through a feedback system [2] Group 3: JD's Position - JD expresses its commitment to regulating subsidy behaviors and resisting harmful competition, particularly against "0 yuan purchase" promotions, to avoid creating market bubbles [3] - The company aims to establish a simple and transparent subsidy mechanism, ensuring that merchants can operate independently and participate in promotional activities voluntarily [3] - JD emphasizes the importance of enhancing service quality and creating a mutually beneficial ecosystem for consumers, merchants, riders, and platforms [3] Group 4: Market Reaction - Following the announcements on August 1, stock prices for Meituan, Alibaba, and JD saw increases, with Meituan rising nearly 3%, Alibaba over 3%, and JD more than 1% during intraday trading [3]