新浪财经·2025-07-23 09:51Core Viewpoint - The ongoing competition among major food delivery platforms like Meituan, Taobao, and JD has led to aggressive promotional activities, including significant discounts and "zero-cost" offers, which have raised concerns about market regulation and sustainability in the food service industry [1][8]. Group 1: Market Dynamics - The food delivery platforms are engaged in a fierce promotional battle, with offers such as "free milk tea" and substantial discount coupons driving consumer interest and sales [1]. - The promotional activities have resulted in record-high daily orders, with figures reaching 80 million, 120 million, and 150 million for various platforms [8]. - Delivery personnel have benefited from this competition, with reports of hourly wages exceeding 100 yuan and potential monthly earnings surpassing 10,000 yuan, with some even reaching 20,000 to 30,000 yuan [8]. Group 2: Regulatory Response - The State Administration for Market Regulation has intervened, requiring platforms like Ele.me, Meituan, and JD to adhere to laws such as the E-commerce Law and the Anti-Unfair Competition Law, and to regulate their promotional behaviors [8][9]. - A special task force has been established to monitor promotional activities, control pricing, and ensure the rights of delivery personnel are protected [3]. Group 3: Industry Concerns - While the promotional activities have increased brand visibility, many restaurant operators express frustration, stating their businesses are heavily reliant on these platforms, which control their market fate [8]. - Experts warn that the subsidy-driven competition may lead to long-term issues, including food safety risks and the potential for subpar businesses to thrive at the expense of quality operators [10].