“爆得不能再爆了”！“喝不完，根本喝不完”！竞争形势将持续到双11？

Core Viewpoint - The article discusses the ongoing subsidy war in the food delivery industry, highlighting the preparations made by merchants and delivery personnel to handle increased order volumes effectively during promotional events [2][5][6]. Group 1: Merchant Preparations - Merchants, such as those from the brand Mixue Ice City, have been preparing for the subsidy events by stocking up on materials and communicating with delivery platforms like Meituan to ensure readiness for the influx of orders [3][4]. - Some stores reported significant increases in sales, with one store achieving over 10,000 yuan in revenue on July 12, compared to a typical daily revenue of 7,000 to 8,000 yuan [2][4]. Group 2: Delivery Personnel Adjustments - Delivery personnel have also adjusted their operations, with teams ensuring full attendance during peak hours and extending delivery times to accommodate the expected surge in orders [4][5]. - A delivery rider noted that the order volume for Mixue Ice City increased from a typical 200-300 orders per day to over 800 orders on July 12, indicating a significant impact from the promotional activities [4]. Group 3: Competitive Landscape - The competition among food delivery platforms is intensifying, with Meituan and other platforms offering substantial subsidies to attract customers, leading to a surge in user engagement and order volumes [5][6]. - Analysts predict that the current competitive dynamics will persist at least until the Double Eleven shopping festival, with a shift from a "capital war" to an "efficiency war" as companies seek to balance user demands, rider rights, and merchant profitability [6].