Sou Hu Cai Jing·2025-11-28 15:11Core Viewpoint - The company firmly opposes the "involution" competition in the food delivery market, stating that price competition has not created value for the industry and is unsustainable [1][3] 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 of the industry [1] - The CEO emphasized the importance of focusing on doing the right things, serving consumers, merchants, and riders effectively, and is confident in defending the market position in instant retail [1][3] Group 2: Market Position and Performance - The company has seen a steady recovery in market share for food delivery orders, maintaining a leading position in the mid-to-high price order market [3] - Over 66% of orders with a payment of more than 15 yuan and over 70% of orders exceeding 30 yuan are captured by the company, indicating strong performance in higher-value segments [3] - Core user retention remains high, with increasing user consumption frequency and loyalty, positioning the company as a preferred platform for millions of users daily [3]