Core Viewpoint - The article discusses the recent announcements from major food delivery platforms in China, including Meituan, Ele.me, and JD, to resist "involution" style competition and promote a healthier industry ecosystem following intense subsidy wars and regulatory scrutiny [1][2][5]. Group 1: Industry Response to Competition - On August 1, Meituan, Ele.me, and JD jointly announced their commitment to resist excessive competition and maintain a healthy industry ecosystem [2]. - The platforms emphasized the need to standardize subsidy behaviors, oppose involution, and enhance service quality, aligning with previous regulatory requirements [5]. - The State Administration for Market Regulation had previously urged these companies to comply with various laws and regulations, including the E-commerce Law and the Anti-Unfair Competition Law, to foster a win-win ecosystem for consumers, merchants, delivery riders, and platforms [5]. Group 2: Specific Stances on Subsidies - JD stated its position against "0 yuan purchase" and other harmful subsidies, aiming to create a transparent subsidy mechanism and ensure fair competition [8]. - Meituan outlined four specific guidelines for subsidy activities, including compliance with laws, transparency in subsidy information, respect for merchants' pricing autonomy, and non-discriminatory practices [9][10][11][12]. - Ele.me committed to avoiding large-scale irrational promotional activities like "0 yuan purchase," focusing instead on reasonable subsidy distribution and protecting merchants' rights [13][14]. Group 3: Enhancing Service Quality and Cooperation - JD aims to improve service quality by promoting responsible consumption and providing various incentives to merchants, while also enhancing rider welfare [17][20]. - Ele.me plans to enhance service quality through diversified consumer experiences and ongoing communication with merchants to optimize operations [18][19]. - Meituan emphasizes the importance of building a cooperative ecosystem that benefits consumers, merchants, and riders, while advocating for sustainable business practices [21].

Core Viewpoint - The recent focus on subsidies in the food delivery industry has prompted major players like Meituan, Taobao, and JD to advocate for a fair and orderly market environment, emphasizing the need to eliminate unhealthy competition and promote mutual benefits among all stakeholders [2][6][7]. Group 1: Company Responses - Meituan has committed to regulating promotional activities and eliminating unfair competition, aiming to establish a fair industry order that benefits all parties involved [2]. - Taobao and Ele.me have jointly declared their stance against malicious competition and pledged to foster a collaborative ecosystem for mutual benefits [4]. - JD's external communication emphasizes the importance of stopping "0 yuan purchase" promotions and other aggressive subsidy practices to build a healthy industry ecosystem [6][7]. Group 2: Key Initiatives - Companies are focusing on standardizing subsidy practices, ensuring transparency in marketing activities, and allowing merchants to independently manage promotional efforts [7]. - There is a strong emphasis on resisting unhealthy competition by enhancing product quality and service, shifting the focus from subsidies to quality and service excellence [7][8]. - Initiatives to improve service quality include maintaining food safety standards, promoting responsible consumption, and enhancing the overall consumer experience [8]. Group 3: Mutual Benefits - Companies are committed to providing various incentives for merchants, such as commission rewards, advertising support, and delivery fee subsidies, to help them operate more effectively [8]. - Efforts are being made to improve the working conditions and dignity of delivery personnel, fostering a positive cycle among consumers, merchants, delivery workers, and platforms [8].

Core Viewpoint - Major food delivery platforms in China, including Meituan, Taobao Flash Sale, Ele.me, and JD.com, have issued statements calling for the cessation of disorderly and malicious competition in the industry, particularly regarding subsidy practices that distort market dynamics [1][9]. Group 1: Meituan's Commitment - Meituan emphasizes the need to regulate promotional activities and eliminate unfair competition, aiming to establish a fair and orderly industry environment [1]. - The company pledges to comply with laws and regulations, ensuring that subsidies are not significantly below cost, which distorts price signals and disrupts market order [1]. - Meituan will not force merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing and promoting a balanced development between takeout and dine-in services [2]. Group 2: Taobao Flash Sale and Ele.me's Initiatives - Taobao Flash Sale and Ele.me have made four commitments focused on enhancing service quality and promoting healthy competition, including planning subsidies based on consumer and merchant needs [4][5]. - Both platforms will respect merchants' rights to information, choice, and pricing, actively working to eliminate unfair competition and stimulate market consumption potential [5]. - They will implement a strict mechanism for subsidy distribution and provide clear promotional information to consumers, ensuring transparency and protecting consumer rights [5]. Group 3: JD.com's Stance - JD.com has reiterated its commitment to resisting unfair competition and will not engage in irrational promotional activities like "0 yuan purchase" schemes [6]. - The company aims to create a simple and transparent subsidy mechanism, ensuring that merchants can operate independently and participate in promotions voluntarily [6]. - JD.com is focused on enhancing food safety, promoting responsible consumption, and improving the dignity and benefits of delivery riders [6]. Group 4: Industry Context - The recent surge in subsidies within the food delivery industry has drawn significant public attention, prompting calls from industry associations and merchants to halt practices that lead to excessive competition [9]. - The State Administration for Market Regulation has urged major platforms to adhere to relevant laws and regulations, emphasizing the need for responsible competition and a collaborative ecosystem among consumers, merchants, delivery riders, and platforms [9].

Core Viewpoint - The recent focus on delivery platform subsidies has prompted major players in the industry, including Meituan, Ele.me, and JD, to commit to regulating promotional activities and fostering a fair competitive environment to ensure mutual benefits for all parties involved [1][3][5]. Group 1: Company Commitments - Meituan emphasizes the importance of adhering to laws and regulations regarding subsidies, ensuring that merchants have the autonomy to set prices without coercion [1]. - Ele.me and Taobao Shanguo pledge to resist malicious competition and focus on rational subsidy distribution based on consumer and merchant needs [3]. - JD commits to a transparent subsidy mechanism, resisting "0 yuan purchase" promotions and focusing on quality and service rather than just subsidies [6][7]. Group 2: Industry Collaboration - All companies are calling for industry-wide cooperation to build a healthy ecosystem, with initiatives like listening sessions to address core issues such as merchant participation and rider rights [3][8]. - JD aims to enhance service quality and promote responsible consumption by encouraging customers to order appropriately, thereby reducing food waste [7][8]. - The industry is collectively working towards creating a win-win situation for consumers, merchants, and delivery personnel, ensuring a sustainable and positive cycle within the delivery ecosystem [8].

Core Viewpoint - Multiple food delivery platforms are calling for a resistance against vicious competition, emphasizing the need for a healthy industry ecosystem and the importance of not selling goods and services at significantly lower than cost prices, which distorts price signals and disrupts market order [1][2]. Group 1: Industry Commitments - Meituan published an article titled "Prosper the Industry Ecosystem, Resist Disorderly Competition," stating a commitment to not sell at significantly lower prices [1]. - Taobao Flash and Ele.me also released statements promoting service enhancement and healthy competition, urging against significant price undercutting [1]. - JD.com issued a statement on fulfilling corporate and social responsibilities, promising to regulate subsidy practices and improve service quality [1]. Group 2: Legal and Ethical Standards - The platforms are aligning with laws such as the "Anti-Food Waste Law," ensuring that subsidies are transparently communicated to merchants and consumers without exaggeration [2]. - There is a commitment to not force merchants into subsidy activities, thereby protecting their pricing autonomy [2]. - The platforms aim to ensure fairness in promotional activities, avoiding selective subsidies that could harm small and medium-sized businesses [2]. Group 3: Sustainable Development Goals - The industry recognizes that irrational competition leads to unsustainable benefits for consumers, merchants, and delivery riders [3]. - There is a collective willingness to resist "involution-style" competition, focusing resources on improving service experiences and safeguarding rider rights [3]. - The goal is to shift from price competition to quality and service competition, promoting a balanced development between food delivery and dine-in services [2][3].

Core Viewpoint - Major players in the food delivery industry, including Meituan, Taobao Flash Sale, Ele.me, and JD.com, have collectively emphasized the need to resist malicious competition and promote a healthy industry ecosystem, particularly in light of recent concerns over excessive subsidies and irrational promotional activities [1][2][5]. Group 1: Meituan's Position - Meituan has expressed a strong commitment to regulating promotional behaviors and eliminating unfair competition, aiming to establish a fair and orderly industry environment that benefits all parties involved [1]. - The company has called for industry-wide collaboration to build a healthy ecosystem that supports sustainable development in the food service sector [1]. Group 2: Taobao Flash Sale and Ele.me's Initiatives - Taobao Flash Sale and Ele.me have pledged to resist malicious competition and focus on four key areas, including planning subsidies based on consumer and merchant needs [2]. - They aim to enhance service quality by providing diverse consumption scenarios and improving delivery network efficiency [3]. Group 3: JD.com's Commitment - JD.com has reiterated its stance against irrational promotional activities, such as "0 yuan purchase" schemes, and is committed to creating a transparent subsidy mechanism that allows merchants to operate autonomously [6]. - The company aims to shift the industry focus from competing on subsidies to competing on quality and service, leveraging technology and supply chain innovations to build core competitiveness [6].

Group 1 - The core viewpoint of the article highlights the significant stock price movements of Meituan and Alibaba, both of which saw intraday gains exceeding 3% in the Hong Kong market [1] - Meituan published a statement emphasizing the importance of fostering a healthy industry ecosystem and resisting disorderly competition, indicating a commitment to fair market practices [1] - Taobao and Ele.me also released a statement focusing on enhancing services to promote healthy competition and stimulate consumer activity, while condemning the practice of selling goods and services at prices significantly below cost, which distorts price signals and disrupts market order [1]

Core Viewpoint - Major companies in the food delivery sector, including Meituan, Taobao, Ele.me, and JD, have united to resist disorderly competition and promote a fair and orderly industry environment, emphasizing mutual benefits and sustainable development [1][2][3] Group 1: Meituan's Commitment - Meituan has pledged to adhere to various laws and regulations, ensuring that subsidy activities do not involve selling goods and services significantly below cost, which distorts price signals and disrupts market order [1] - The company will transparently disclose subsidy information to merchants and consumers, avoiding exaggerated claims about total subsidies [1] - Meituan will not force or indirectly compel merchants to participate in subsidy activities, safeguarding their pricing autonomy [1] - The platform aims to ensure fairness in promotional activities, protecting the interests of small and medium-sized merchants [1] - Meituan is focused on building a win-win ecosystem for consumers, merchants, delivery riders, and platform enterprises [1] Group 2: Taobao and Ele.me's Initiatives - Taobao and Ele.me emphasize the importance of planning subsidies based on consumer and merchant needs, ensuring merchants' rights to be informed, choose, and set prices [2] - The companies are committed to actively resisting malicious competition and irrational promotional activities, such as large-scale "0 yuan purchase" campaigns [2] - They aim to enhance service quality and maintain order in offline operations while fostering a collaborative ecosystem for mutual benefits [2] Group 3: JD's Position - JD has expressed its commitment to standardizing subsidy behaviors and resisting "0 yuan purchase" promotions, which are seen as harmful to the market [3] - The company will maintain a simple and transparent subsidy mechanism, allowing merchants to operate and participate in promotional activities autonomously [3] - JD aims to enhance service quality and promote a healthy ecosystem that benefits consumers, merchants, delivery riders, and the platform [3] Group 4: Market Reaction - Following the announcements on August 1, stock prices for Meituan, Alibaba, and JD saw significant increases, with Meituan rising over 3%, Alibaba over 3%, and JD over 1% during intraday trading [3]

Core Viewpoint - Three major food delivery platforms, Meituan, Alibaba, and JD.com, have jointly called for the cessation of irrational competition, particularly against "0 yuan purchase" promotions, leading to a notable increase in their stock prices on August 1 [1][2]. Group 1: Company Responses - Meituan emphasized the importance of establishing a fair and orderly industry environment, pledging to regulate promotional activities and eliminate unfair competition [2][4]. - Ele.me (part of Alibaba) committed to resisting irrational promotions and enhancing service quality, focusing on consumer and merchant needs [4][5]. - JD.com reiterated its stance against irrational competition, promising to maintain a transparent subsidy mechanism and promote quality over subsidies [7]. Group 2: Market Impact - On August 1, Meituan's stock rose by 2.22%, Alibaba's by 2.33%, and JD.com's by 1.38%, reflecting positive market sentiment following the announcements [1][2]. - The collective statements from these companies indicate a shift towards sustainable practices in the food delivery industry, aiming to foster a healthier competitive landscape [6][7]. Group 3: Industry Implications - The call to action from these platforms highlights the growing concern over excessive subsidies and their impact on market dynamics, which could lead to a more balanced and sustainable growth model in the food delivery sector [3][6]. - The focus on quality and service over aggressive pricing strategies may reshape consumer expectations and business practices within the industry [5][7].

Core Viewpoint - The article emphasizes the need for the food delivery industry to move away from aggressive subsidy practices, such as "0 yuan purchase," and to establish a healthier industry ecosystem that promotes mutual benefits and sustainable development [1][3]. Group 1: Regulation of Subsidy Practices - The company commits to standardizing subsidy practices and firmly opposes unfair competition, ensuring that marketing activities are transparent and accessible to both merchants and consumers [1][3]. - A simple and transparent subsidy mechanism will be established, allowing merchants to operate and participate in promotional activities autonomously [1][3]. Group 2: Resistance to Malicious Competition - The company aims to resist malicious competition by focusing on differentiated specialty dishes and improving service quality, thereby shifting the industry focus from "subsidy competition" to "quality competition" and "service competition" [1][3]. - Core competitiveness will be built through technological empowerment and supply chain innovation, enhancing long-term value creation for users [1][3]. Group 3: Enhancement of Service Quality - The company is dedicated to maintaining food safety and integrity in operations, continuously improving the quality of consumer experiences [1][3]. - Initiatives to combat food waste will be promoted, including reminders for consumers to order appropriately, thereby fostering an environmentally friendly approach [1][3]. Group 4: Promotion of Mutual Benefits - The company will provide various incentives to merchants, such as commission incentives, advertising support, and delivery fee subsidies, to help them operate more effectively [2][4]. - Efforts will be made to enhance the dignity and sense of gain for delivery riders, contributing to a positive cycle among consumers, merchants, riders, and the platform [2][4].