美团助力中小商户赢下长期价值，外卖行业驶入生态共建新赛道

Core Viewpoint - The market regulator's recent guidance aims to address subsidy disputes among food delivery platforms, promoting a healthy ecosystem in the food delivery industry, with Meituan leading initiatives to support small and medium-sized businesses and shift competition from price wars to quality and service [1] Industry Overview - The food delivery market has seen significant growth, with daily orders increasing from approximately 100 million in early 2025 to nearly 300 million by August 2025 [1] - The competition has led to concerns about the sustainability of small and medium-sized businesses, which are crucial for community engagement and cultural preservation [6][8] Meituan's Support Initiatives - Meituan launched a support plan for small merchants in August 2025, aiming to cover over 100,000 small restaurants by the end of the year, with individual support amounts reaching up to 50,000 yuan [7] - The support funds have been utilized by merchants to enhance service quality, improve operational efficiency, and develop new products, thus fostering a more resilient business model [8][10] Consumer Engagement Strategies - Meituan's "Dine-in Boost" plan encourages consumers to visit physical stores by offering consumption vouchers, which has been shown to increase overall sales for participating merchants [9] - The "Worry-Free Opening" service assists new merchants in entering the online market efficiently, providing tools for digital transformation and store upgrades [9][10] Rider Support and Safety Measures - Meituan emphasizes the importance of rider welfare, implementing safety incentives and providing smart helmets to enhance delivery safety and efficiency [11] - The company plans to establish 1,000 "Rider Homes" to offer various support services, including training and emergency assistance, while also introducing a pension insurance subsidy for riders [12] Ecosystem Development - The combination of merchant support, consumer engagement, and rider welfare creates a virtuous cycle that enhances the overall quality of the food delivery ecosystem [13] - Meituan aims to continue investing resources to expand support for all participants in the industry, fostering a collaborative environment for sustainable growth [13]