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“抵制恶性竞争”,三家外卖平台同日发文,股价大涨!
Mei Ri Jing Ji Xin Wen·2025-08-01 05:55

Core Viewpoint - Three major food delivery platforms, Meituan, Alibaba, and JD.com, have jointly called for the cessation of irrational competition, particularly against "0 yuan purchase" promotions, leading to a notable increase in their stock prices on August 1 [1][2]. Group 1: Company Responses - Meituan emphasized the importance of establishing a fair and orderly industry environment, pledging to regulate promotional activities and eliminate unfair competition [2][4]. - Ele.me (part of Alibaba) committed to resisting irrational promotions and enhancing service quality, focusing on consumer and merchant needs [4][5]. - JD.com reiterated its stance against irrational competition, promising to maintain a transparent subsidy mechanism and promote quality over subsidies [7]. Group 2: Market Impact - On August 1, Meituan's stock rose by 2.22%, Alibaba's by 2.33%, and JD.com's by 1.38%, reflecting positive market sentiment following the announcements [1][2]. - The collective statements from these companies indicate a shift towards sustainable practices in the food delivery industry, aiming to foster a healthier competitive landscape [6][7]. Group 3: Industry Implications - The call to action from these platforms highlights the growing concern over excessive subsidies and their impact on market dynamics, which could lead to a more balanced and sustainable growth model in the food delivery sector [3][6]. - The focus on quality and service over aggressive pricing strategies may reshape consumer expectations and business practices within the industry [5][7].