美团、淘宝、饿了么集体发声！

Core Viewpoint - Major food delivery platforms such as Meituan, Taobao, and Ele.me have collectively committed to regulating promotions and limiting subsidy behaviors to foster healthy competition in the industry [1][2][4] Group 1: Industry Response and Actions - On August 1, Meituan, Taobao, and Ele.me issued statements promising to "regulate promotions" and introduced measures to limit subsidies, including avoiding irrational promotional activities and not selling goods and services at prices significantly below cost [1] - The State Administration for Market Regulation had previously conducted talks with these platforms, urging them to further regulate promotional activities and participate in rational competition [2] - Following the talks, marketing activities across the platforms showed varying degrees of contraction, although large subsidies like zero-yuan purchases and significant discounts continued, with merchants bearing about 70% of the subsidy costs [2] Group 2: Market Trends and Observations - Recent commentary from Xinhua Daily and People's Daily highlighted the ongoing price wars in the food delivery sector, indicating that such competition has not generated consumer growth and has led to profit challenges for platforms and merchants [3] - The upcoming "Autumn First Cup of Milk Tea" event on August 7 is expected to be a significant marketing period, with Taobao already launching promotions featuring celebrity endorsements [3][4] - Industry analysts suggest that the "Autumn Battle" could evolve into a new milk tea delivery war, with the collective statements from the platforms serving as a preemptive reminder of anti-involution policies [4]