从“抢用户”到“扶持商家”，外卖平台竞争进入新阶段

Group 1 - Meituan has launched a support plan for small and medium-sized merchants in the restaurant industry, providing cash assistance to help over 100,000 small restaurants achieve stable growth by the end of the year, with individual support up to 50,000 yuan [1] - Ele.me has also initiated the "优店腾跃计划," committing over 1 billion yuan to support merchants through various means including fee discounts, special subsidies, and digital operation services, with an additional investment of over 1 billion yuan announced in June [1] - Regulatory bodies have engaged with major platforms like JD, Meituan, and Ele.me to promote fair competition and a win-win ecosystem in the industry [1][2] Group 2 - The recent merchant support policies are seen as a response to regulatory requirements and a necessary evolution in the market, aiming for healthy competition rather than escalating price wars [2] - The understanding of food delivery platforms has evolved; they are now recognized as entities that stimulate demand, enhance industry efficiency, and innovate business models, rather than merely converting offline demand to online [3][4] - Food delivery platforms have expanded market boundaries and created new demand by transforming household labor into social division of labor, especially during adverse conditions like bad weather or pandemics [4] Group 3 - The industry is transitioning from demand-driven growth based on price competition to a model focused on creating greater value for merchants, encouraging them to develop core competencies in products, branding, and operations [4] - This shift is expected to drive the restaurant industry towards modernization and data-driven operations, enhancing efficiency, service quality, and food safety, ultimately meeting higher consumer demands [4] - Merchants are encouraged to leverage the tools and opportunities provided by platforms to build their unique core value, while also recognizing the importance of emotional value in the dining experience [5][6]