Sou Hu Cai Jing·2025-08-01 10:49Core Insights - The competitive landscape in China's internet sector is intensifying, particularly in the instant retail space, with major players like JD and Alibaba launching significant subsidies to challenge Meituan's dominance [2] - Meituan is currently in a defensive position, struggling to respond to aggressive competition from rivals encroaching on its core business [2] Group 1 - The summer of 2025 is expected to see heightened competition in China's internet market, with JD and Alibaba deploying substantial financial resources to penetrate Meituan's territory [2] - The ongoing competition is likened to a "Three Kingdoms" battle, indicating a fierce struggle among the major players in the instant retail sector [2] - Meituan's strategy may need to evolve beyond traditional defensive tactics to effectively counter the aggressive moves of its competitors [2]