MEITUAN(HK:03690) Xin Lang Cai Jing·2026-01-10 00:55Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has announced an investigation and assessment of the market competition status in the food delivery platform service industry, highlighting concerns over unhealthy competition practices such as subsidies, price wars, and traffic control that negatively impact the real economy [1]. Group 1: Government Actions - The investigation aims to promote lawful and compliant operations among food delivery platforms, ensuring fair and orderly competition to establish a market order characterized by quality and reasonable pricing [1]. - The assessment will involve on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors within the industry [1]. Group 2: Company Responses - Major platforms, including Taobao Shanguo, have expressed their commitment to fully cooperate with the investigation and to uphold compliance responsibilities while working with merchants and partners to maintain a fair market environment [2]. - Meituan has stated its intention to use this investigation as an opportunity to fulfill market responsibilities and promote innovation and healthy development within the industry [2]. - JD's food delivery service has emphasized its commitment to resisting "involutionary" competition and is focusing on supply chain innovations to enhance the quality of food delivery services [2].