外卖大战风向变了：内卷式竞争，没有出路

Core Viewpoint - The ongoing competition in the food delivery industry is shifting from aggressive subsidy wars to a more rational approach, as major players like JD.com, Meituan, and Ele.me express their intention to resist "involutionary" competition [1][2][3]. Group 1: Characteristics of Involutionary Competition - Involutionary competition is characterized by chaotic expansion and zero-sum games among companies vying for limited market share [8]. - Three typical manifestations of involutionary competition include: 1. Price Wars: When prices are driven down to unsustainable levels, leading to losses across the industry [9]. 2. Imitation Wars: Companies blindly follow trends without maintaining their unique offerings, resulting in homogenized products [10]. 3. Internal Strife: Companies focus on undermining competitors rather than expanding the market, often through unethical practices [12][13]. Group 2: Strategies to Avoid Involutionary Competition - Companies should focus on creating value rather than competing on price, ensuring customers perceive their offerings as worth the price [16][20]. - Differentiation is essential for competitive advantage, allowing companies to avoid resource-draining competition by offering unique value propositions [21][24]. - Transitioning from zero-sum games to win-win relationships is crucial, as illustrated by the example of Ford and General Motors, where mutual support can lead to overall industry health [25][30].