外卖补贴大战“停火”，行业回归理性竞争

Core Viewpoint - The recent commitments from major food delivery platforms to regulate promotional activities and resist unfair competition signal a shift towards rational competition in the industry after a period of intense subsidy wars [1][2]. Group 1: Industry Dynamics - The food delivery industry has become an essential part of daily life, providing convenience for consumers and new sales channels for businesses [1]. - Recent aggressive subsidy practices, such as "0 yuan purchase," have harmed not only merchants' interests but also consumer experience, rider rights, and the long-term development of the industry [1]. - While large-scale subsidies can temporarily stimulate consumption and increase online orders, the negative effects of extreme subsidies are becoming apparent [1]. Group 2: Regulatory Actions - In response to the situation, regulatory authorities took action by meeting with major platforms like Ele.me, Meituan, and JD.com, urging them to comply with laws and regulations and to rationally participate in competition [2]. - The collective commitment from these platforms to resist malicious competition is seen as a positive signal for industry development [2]. - Each platform has expressed intentions to adhere to legal standards, eliminate unfair competition, and create transparent subsidy mechanisms to support merchants [2]. Group 3: Future Outlook - The healthy development of the food delivery industry is crucial for driving consumption and promoting employment [3]. - With the platforms' collective resistance to malicious competition, the industry is expected to enter a new phase of development [3]. - Establishing a fair and mutually beneficial industry ecosystem is essential for stimulating market vitality, fostering continuous innovation, and creating value for consumers, merchants, and riders [3].