EPWK(US:EPWK) Jin Tou Wang·2025-09-09 03:30Group 1 - In February 2025, an e-commerce platform announced its entry into the food delivery industry, prompting leading delivery platforms to launch high subsidies to compete for users, leading to a prolonged "delivery war" that has garnered public attention [1] - A large internet company has upgraded its instant retail business by reintroducing rapid delivery services and implementing a series of subsidy measures, pushing industry competition to a new peak [1] - Data shows that in the second quarter of 2025, some platforms invested over hundreds of billions in subsidies, with one platform's annual subsidy forecast reaching hundreds of billions [1] Group 2 - The expansion of e-commerce platforms into food delivery and the reverse entry of delivery platforms into retail are leading to an increasing convergence of business boundaries among major platforms [1] - For growing brands, food delivery platforms help enhance brand exposure and attract consumers, with CNNIC data indicating that in 2024, the user base of food delivery platforms in China reached 590 million, accounting for 53.4% of internet users [1] - This market potential has attracted large enterprises and encouraged many small and medium-sized businesses to actively establish their presence [1] Group 3 - Recent data from the Yipin Weike platform indicates a growing demand for food delivery system development and UI design, with many businesses and SMEs seeking solutions to build their own delivery services [1] - A case study from Yipin Weike shows a successful collaboration between an employer and a service provider for the development of a food delivery platform, highlighting the platform's effective matching system and secure online transaction guarantees [2] - Another employer successfully developed a pork online supply ordering mini-program through Yipin Weike, demonstrating the platform's ability to meet additional functional requirements within budget [2] Group 4 - The competition among food delivery platforms is extending from domestic to international markets, with Meituan signing an agreement in Brazil to invest $1 billion over five years to introduce its delivery service Keeta [9] - Didi's 99 food platform is also restarting its operations in Brazil, targeting a significant global delivery market valued at approximately $12 billion with an annual growth rate of about 20% [9] - Yipin Weike has launched an international version of its platform to support overseas users in posting development, design, and marketing needs, aiming to optimize its global operations and attract more international creative talent [9]