中国基金报·2025-07-23 07:09Core Viewpoint - The Shanghai market supervision department has taken action against platforms like Ele.me, requiring them to implement three key rectifications to ensure fair competition and consumer protection in the food delivery industry [4][5]. Group 1: Regulatory Actions - The Shanghai market supervision department has conducted talks with Ele.me and other platforms, mandating the complete removal of "zero yuan purchase" promotional activities [4][5]. - Platforms are required to significantly reduce the scope of free meal marketing and establish a special task force to enhance activity monitoring, price control, and rider rights protection [4][5]. - Continuous enforcement of regulations is emphasized to ensure compliance and promote a healthy and sustainable development of the food service industry [4][5]. Group 2: Industry Competition - The recent "food delivery war" has prompted regulatory bodies to intervene after platforms engaged in aggressive discounting strategies, including free offers and substantial coupon distributions [8]. - Major platforms like Meituan reported a surge in daily order volumes, with Meituan exceeding 1.5 billion orders and Taobao Flash Sale reaching over 80 million orders [8]. - Industry leaders are calling for a return to rational competition, with Meituan's CEO highlighting the need for fair practices to avoid detrimental outcomes for all parties involved [8]. Group 3: New Initiatives Post-Regulation - Following the regulatory actions, Meituan has launched the "Ten Thousand Brands" initiative to support 10,000 well-known restaurant brands with tailored services [10]. - JD.com has introduced a "Dish Partner" recruitment plan, investing 1 billion yuan to find partners for 1,000 signature dishes, aiming to enhance quality and supply chain efficiency [10]. - Taobao Flash Sale has denied rumors regarding operational strategies, asserting that their business practices adhere to normal commercial regulations [10].