Mei Ri Jing Ji Xin Wen·2025-08-01 05:56Core Viewpoint - On August 1, major food delivery platforms Meituan, Alibaba, and JD.com experienced stock price increases, with Meituan rising by 2.22%, Alibaba by 2.33%, and JD.com by 1.38%. This surge followed their joint statements calling for the cessation of irrational competition in the industry [1][2][9]. Group 1: Company Statements - Meituan emphasized the need to regulate promotional activities and eliminate unfair competition, aiming to establish a fair and orderly industry environment [2][3]. - Ele.me (part of Alibaba) committed to resisting malicious competition and avoiding large-scale irrational promotional activities like "0 yuan purchase," focusing instead on enhancing service quality and fostering a win-win ecosystem [4][5]. - JD.com reiterated its stance against irrational competition, promising to eliminate "0 yuan purchase" promotions and to create a transparent subsidy mechanism that allows merchants to operate independently [7][8]. Group 2: Market Context - The recent focus on delivery platform subsidies has raised significant public concern, prompting industry associations and merchants to advocate for the end of "0 yuan purchase" promotions, which are seen as detrimental to the market [7][9]. - The collective actions of these companies reflect a broader industry trend towards promoting sustainable competition and protecting the interests of small merchants and consumers [3][4][5].