新华网财经·2025-07-11 03:30Core Viewpoint - The article discusses the intense competition among major food delivery platforms, particularly focusing on the recent promotional activities by Taobao Flash Sale and Meituan, which have significantly impacted the market dynamics and consumer behavior. Group 1: Promotional Activities - On July 10, Chengdu Luckin Coffee's "0 Yuan Purchase" promotion gained attention, with many consumers receiving self-pickup vouchers [1] - Meituan's "Free Order" promotion quickly became a trending topic on Weibo, with users sharing their experiences and strategies for obtaining free meals [8][11] - Taobao Flash Sale announced a massive subsidy plan of 50 billion yuan over 12 months to attract consumers and merchants, leading to a surge in orders [21] Group 2: Market Impact - The competition has led to a significant increase in daily order volumes, with Taobao Flash Sale contributing to a rise from 100 million to 200 million total daily orders across the market [23] - Meituan reported over 1.2 billion orders in a single day, with restaurant orders exceeding 1 billion [21] - The promotional activities have resulted in a 33.3% year-on-year increase in Meituan's retail orders, indicating strong market growth [22] Group 3: Consumer Behavior - Consumers are actively participating in these promotions, with reports of individuals earning substantial amounts as delivery riders during this promotional period [21] - The focus of discounts has primarily targeted low-priced items around 20 yuan, benefiting tea and low-cost fast food brands [34] - Non-food orders have also seen significant growth, with 16.5% of total orders being non-food items, indicating a shift in consumer purchasing behavior [35] Group 4: Competitive Landscape - JD.com has entered the fray with its "Double Hundred Plan," committing over 10 billion yuan to support brand sales, further intensifying the competition [27][31] - The competition is not just limited to food delivery but extends to a broader range of daily services, with platforms like Meituan expanding their instant retail capabilities [42] - The ongoing battle among these giants is expected to continue, with each platform seeking to enhance its market position and consumer offerings [44]