告别补贴大战，外卖平台的下一站是“产业互联网”

Core Insights - The current food delivery market is experiencing a cooling phase, but this does not indicate the end of competition; rather, it signals the onset of a new competitive landscape [2] - The new food delivery battle is characterized by players not only competing for market share and traffic but also for new industry development directions, particularly through the integration of AI and offline store models [2][3] Industry Transformation - AI is emerging as the primary driving force in the new food delivery battle, replacing the internet as the main catalyst for change [3] - The integration of AI allows for better supply-demand matching, leveraging resources accumulated during the internet era and enhancing the efficiency of connections between merchants and consumers [3][4] Focus on Industrial Internet - The industrial internet is becoming a tangible reality, with AI serving as the key enabler for its implementation [4] - Players aiming to succeed in the industrial internet era must continuously embrace and implement AI to realize its potential [4] Shift in Competitive Landscape - The focus has shifted from consumer internet to industrial internet, marking a new battleground where players concentrate on transforming and upgrading the industrial side [5][6] - The deep empowerment of supply chains and AI integration by food delivery players signifies a commitment to transforming traditional industry sectors [6] Digital-Physical Integration - The traditional "merchant-platform-consumer" triangle is being disrupted, leading to deeper integration between platforms and merchants, simplifying connections with consumers [7] - The concept of digital-physical integration is crucial for success in the new food delivery landscape, emphasizing the need for players to engage deeply with the industry [7][8] Future Opportunities - Success in the new food delivery battle will depend on the ability to achieve digital-physical integration, which will open new pathways for industry evolution and unlock greater market potential [8] - The development benefits in the industrial internet era are expected to surpass those seen in the traditional food delivery market [8][9]