Core Viewpoint - Major food delivery platforms, including Meituan, Ele.me, and Taobao Flash Purchase, have publicly announced their intention to resist "involution-style" competition, emphasizing the need for fair and orderly industry practices [1] Group 1: Company Actions - Meituan has expressed its commitment to regulate promotional activities and eliminate unfair competition, aiming to establish a fair and orderly industry environment that promotes mutual benefits [1] - Ele.me and Taobao Flash Purchase have also committed to enhancing the integration of physical and service consumption, while promoting technological upgrades and business innovation [1] Group 2: Industry Goals - The companies collectively aim to build a fair and transparent mechanism that ensures profitability for merchants and avoids irrational promotional activities such as large-scale "zero-yuan purchases" [1]

Core Viewpoint - The article emphasizes the commitment of JD.com to establish a healthy ecosystem in the food delivery industry by resisting unhealthy competition and promoting transparency in subsidy mechanisms [1][2]. Group 1: Subsidy Regulation - JD.com will continue to oppose unhealthy competition and resist "0 yuan purchase" and other malicious subsidies, ensuring that market position is not reflected through order volume [2][3]. - The company aims to create a simple and transparent subsidy mechanism, legally disclosing marketing activities to merchants and consumers, allowing merchants to operate and participate in promotional activities autonomously [2]. Group 2: Quality and Service Improvement - The focus will shift from competing on subsidies to competing on quality and service, with an emphasis on differentiated specialty dishes and enhanced service quality [2][3]. - JD.com is committed to maintaining food safety and integrity in operations, promoting a quality consumption experience, and actively working against food waste [2]. Group 3: Mutual Benefit Promotion - The company will provide various incentives to merchants, including commission incentives, advertising support, traffic assistance, delivery fee subsidies, and exclusive after-sales services to help merchants operate better [3]. - There will be efforts to optimize rider protection, enhancing the dignity and sense of gain for delivery riders, aiming to create a win-win ecosystem for consumers, merchants, riders, and platforms [3].

京东发文称，京东外卖将继续坚持"反内卷"立场，坚决杜绝不正当竞争，抵制"0元购"等恶性补贴，绝 不以冲单量体现市场地位、制造市场泡沫。搭建简单透明的补贴机制，依法向商家和消费者公示营销活 动信息，商家可自主经营和参与促销活动。当日，饿了么、美团、淘宝闪购共同发文呼吁抵制"恶性竞 争"。 ...

8月1日上午，美团、淘宝、饿了么等先后在官方网站等发布了声明，承诺将"规范促销"，同时提出多项 限制补贴行为的举措，包括规范促销行为、合理规划发放补贴、不做非理性促销活动、不以显著低于成 本的价格销售商品和服务等。 7月23日，新华每日电讯发表评论《两度约谈为何仍止不住外卖"价格战"》，文章表示，这一轮外卖价 格大战是"存量博弈"，并没有产生消费增量，"同质化的低价格竞争让平台企业与相关外卖商家陷入利 润困境——数据显示，今年上半年全国餐饮收入增速同比下降3.6个百分点。" 两天后，7月25日，《人民日报》刊发评论文章称，"价格战没有赢家""容易让整个行业陷入花钱买吆 喝、有量无价的困境"。 下周8月7日将迎来立秋，自2020年开始，在立秋举办的"秋天第一杯奶茶"活动已成为外卖行业的常设营 销节点。 淘宝在App的规则中心中悄悄上线了这则声明。声明中承诺，将持续提升服务，推动良性竞争。而美团 则在企业官网、官微推送了该声明，标题为"繁荣行业生态，抵制无序竞争"。 本次三家平台同时发声，或源自于上一轮约谈的政策延续。同时，下周将迎来立秋，也是传统外卖奶茶 的促销重要周期。在"立秋大战"前三家外卖平台集体发声，也 ...

美团发文《繁荣行业生态，抵制无序竞争》，淘宝闪购及饿了么发文《持续提升服务 推动良性竞争 激发消费烟火气》，提及不以显著低于成本的价格销售商品和服务，严重扭曲价格信号，扰乱市场竞争秩序，造成浪费，坚决抵制恶性竞争。外汇交易员 (@myfxtrader):今天（18日），市场监管总局约谈饿了么、美团、京东三家平台企业，要求相关平台企业严格遵守《中华人民共和国电子商务法》《中华人民共和国反不正当竞争法》《中华人民共和国食品安全法》等法律法规规定，严格落实主体责任，进一步规范促销行为，理性参与竞争 ...

Core Insights - The takeaway from the articles is that major food delivery platforms, Meituan and Ele.me, are taking steps to address and regulate unhealthy competition within the industry, emphasizing the need for fair practices and a sustainable ecosystem [1][2]. Group 1: Company Commitments - Meituan has publicly committed to regulating promotional activities, ensuring compliance with antitrust laws, and avoiding sales below cost [1] - The company promises to provide transparent information about subsidies and not to coerce merchants into participating in promotional activities, thereby safeguarding their pricing autonomy [1] - Meituan aims to create a win-win ecosystem for consumers, merchants, delivery personnel, and the platform itself, shifting focus from price competition to quality and service [1] Group 2: Industry Regulations - Regulatory bodies have already intervened in the competition among food delivery platforms, with multiple discussions held with companies like JD, Meituan, and Ele.me to ensure lawful and fair operations [2] - The State Administration for Market Regulation has reiterated the need for rational competition and has called for a collaborative ecosystem among the platforms [2] - Over ten provincial and municipal restaurant industry associations have issued statements urging food delivery platforms to cease "involution-style" competition [2]

美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行 为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承诺从自身做起，并 积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示，开展补贴活动将严 格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权。 此外，饿了么、淘宝闪购也发文表示，为了更好地助力实物消费与服务消费的结合，更持续地推进技术 升级与商业创新，构筑公平透明、各方共赢的机制，在有关部门指导下，我们承诺将进一步重点做好以 下四项工作： 一、从消费者和商家需求出发，合理规划发放补贴。我们尊重并保障商家参与活动的知情权、选择权和 定价权，为此建立了专项的严查和治理机制，并设立了兜底赔付。 四、合作促进生态共赢。围绕商家参与、商品品质、骑手权益等核心议题，我们建立了"倾听-征询-优 化-反馈"体系，多场恳谈会正在各地陆续开展。 在驶向"大消费时代"的船上，商家、骑手、消费者都是不可缺的坚实力量。我们将一如既往地与大家共 同努力，让这艘大船能够行稳致远。 责任编辑：李思阳 二、坚决抵制恶性竞争。我们将主动杜 ...

Core Viewpoint - The ongoing food delivery war has led to a chaotic environment for restaurant businesses, where they are forced to participate in promotional activities that often result in losses rather than profits [1][3][11]. Group 1: Industry Dynamics - The food delivery market has seen a surge in orders, with daily totals increasing from 100 million to approximately 250 million, but this does not reflect genuine demand growth as it often cannibalizes dine-in customers [12]. - Many restaurants are experiencing a paradox of increased order volume without corresponding revenue growth, leading to a situation described as "increment without income" [11][12]. - The competition among platforms has resulted in significant subsidies, with some orders being fulfilled at prices as low as 0.8 yuan or even free, which undermines the pricing structure of the industry [10][11][13]. Group 2: Restaurant Challenges - Restaurants are caught in a system where they must pay various fees, including delivery subsidies, platform commissions, and promotional costs, which significantly erodes their profit margins [6][8]. - The introduction of "push fees" for visibility on platforms has become a necessary expense, with costs averaging 4 to 5 yuan per order to achieve a single sale, further squeezing profitability [7][8]. - The reliance on low-cost orders has led to a decline in the perceived value of food services, with customers becoming accustomed to low prices and viewing reasonable pricing as expensive [13][15]. Group 3: Call for Change - Industry leaders are advocating for platforms to disclose their ranking algorithms and scoring systems to create a fairer competitive environment that prioritizes quality over price [9][14]. - There is a strong desire among restaurant operators for platforms to take responsibility for promotional costs rather than shifting the burden onto the restaurants [13][18]. - The current dynamics are seen as unsustainable, with calls for a return to rational pricing and a collaborative relationship between platforms and restaurants, rather than a zero-sum competition [15][18].

打江山容易，守江山难。主动进攻方有更多选择，战略目标也许只是战略叨扰。但被动卷入的美团，可能并没有竞争对手那么多赢的空间。 直到2023年，王莆中才出现在美团的财报中。 这一年，美团成功打跑了来势汹汹的抖音，主导者就是王莆中。 这是王莆中的高光时刻，但没成想，进入2025年，新的使命再次落到头上。 这位华北电力大学的高材生，如今掌管十个板块的"相印"，在实际权力上已经是王兴之下的"二号位"，阻击蒋凡、刘强东的关键人物。 王慧文"平替" 2020年初，王慧文宣布从美团彻底退休，美团痛失"二号人物"。 作为王兴的室友，王慧文是王兴极为倚仗的人。二人一同创办了人人网，又一同创立了美团。在美团与大众点评、百度、阿里、滴滴打仗的10年间，王慧 文主导了一场又一场硬仗。 王慧文宣布退出的前后脚，王兴宣布启动"领导梯队培养计划"，推动公司人才盘点、轮岗锻炼、继任计划等一系列工作，事实上就是寻找王慧文的继任 者。 易观数据显示，2015年，饿了么以33.6%的份额领跑整体外卖市场，到2019年上半年，美团外卖的市场份额52%，比饿了么高了8个点。 履约能力是外卖的重中之重，王莆中在这方面立下了汗马功劳。据晚点，内部人士评价他 ...

也是商家"噩梦" 因为一句"别吃垃圾外卖，别让这种人继续猖獗了"，餐饮店将打差评的顾客告上了法庭。近日，湖南省祁东县人民法院审结了一起因外 卖差评引发的名誉权纠纷案。这个案件折射出一个普遍问题：如何在消费者监督权与商家名誉权之间找到平衡点？ "吐槽"遭遇维权 商家起诉顾客被法院驳回 案件源于去年消费者小丽（化名）通过外卖平台在祁东县某餐饮店点购了一份盖饭外卖。食用约半小时后，小丽感到身体不适，头晕头 疼。她随即通过平台联系商家沟通，质疑其出售的食物为预制菜，并以此为由要求退款。商家则建议小丽报警处理。 之后，商家主动找到小丽居住的小区，提出带其就医，但遭到小丽拒绝。商家报警之后民警介入，小丽表示可自行就医，无需商家陪 同。当晚，情绪未平的小丽以匿名身份在该餐饮店的外卖平台评论区留言："我吃完头晕头疼、预制菜就是预制菜、别吃垃圾外卖、别让 这种人继续猖獗了"。 这条差评发布不到两小时即被平台系统自动隐藏，未再实际公开展示。但餐饮店认为小丽的评论侵害了其名誉权，遂将其诉至祁东县人 民法院，要求小丽删除差评、赔礼道歉，并赔偿停业损失、精神损害抚慰金及律师费等各项费用。 法院审理后认为，小丽的评论是其在用餐后基于自身 ...