Ge Long Hui·2025-11-28 11:52Core Viewpoint - The company firmly opposes the "involution" competition characterized by low-quality and low-price strategies in the food delivery market, asserting that such price wars do not create sustainable value for the industry [1] Group 1: Company Strategy - The company plans to increase investments in "rider rights protection" and "support for small and medium-sized merchants" to promote long-term healthy development in the industry [1] - The CEO emphasized the importance of focusing on providing quality service to consumers, merchants, and riders, while maintaining confidence in defending the market position in instant retail [1] Group 2: Market Position - The company has seen a steady recovery in its market share for food delivery orders, maintaining a leading position in the mid-to-high price order market [1] - The company holds over 66% of the market share for orders exceeding 15 yuan and over 70% for orders exceeding 30 yuan, indicating strong performance in higher-value transactions [1] - Core user retention remains high, with increasing user consumption frequency and loyalty, reinforcing the company's status as the preferred platform for millions of users daily [1]