有研究者认为，从长远看平台的竞争最终会增加社会福利

Core Insights - The long-term competition among platforms is expected to enhance social welfare, despite short-term disruptions to some businesses [1] - The "delivery battle" has increased rider incomes and created more job opportunities, with a reported 30% rise in rider dispatch volume [1] - Instant retail is emerging as the next strategic focus for e-commerce platforms, with subsidies playing a crucial role in user habit formation and data accumulation [2] Group 1: Impact on Employment and Business Dynamics - The increase in demand for delivery services has led to a significant rise in hiring for various roles, including short-term positions in tea, fresh goods, and chain restaurants [1] - The essence of food delivery is to reduce traditional restaurant rental costs, allowing businesses to sell more without incurring additional rent [3] - The profitability of businesses in the food delivery sector largely depends on the proportion of rental costs in their total expenses, particularly in major urban areas where rent can account for 30% to 40% of total costs [3] Group 2: Market Competition and Challenges - Healthy market competition can drive efficiency and expand social welfare, as seen in the consumption upgrade and job creation resulting from the "delivery battle" [4] - However, there are concerns about irrational competition leading to resource misallocation and inflated user loyalty [4] - The "subsidy battle" is reshaping the current pricing structure, favoring businesses that can absorb restructuring costs, while higher-cost specialty shops may face challenges [5][6]