Group 1 - Major food delivery platforms including Meituan, Ele.me, and JD have announced commitments to regulate promotions and limit subsidy behaviors [1][2][3] - Meituan emphasizes the importance of fair competition and will not force merchants to participate in subsidy activities, ensuring merchants' pricing autonomy [2] - JD pledges to avoid creating market bubbles through excessive order volume and will resist malicious competition while enhancing service quality [2] - Ele.me aims to provide clear discount information to consumers, ensuring that displayed prices reflect the final prices paid [3] Group 2 - The recent round of price competition in the food delivery sector is characterized as a "stock game," indicating that it has not generated new consumer growth [4] - The food delivery market is facing challenges with a 3.6 percentage point decline in revenue growth for the restaurant industry in the first half of the year [4] - Despite regulatory pressure, large subsidies and promotional tactics like "zero-yuan purchase" continue to persist, with merchants bearing approximately 70% of the subsidy costs [4]
三家外卖平台承诺规范促销补贴