Group 1 - The charging treasure industry is facing challenges due to low-quality products leading to safety issues, prompting regulatory actions to enhance product quality [1] - The new energy vehicle sector is experiencing price wars and unrealistic sales targets, necessitating a return to rational competition and regulatory oversight [1] - Unfair competition characterized by price wars and scale expansion is detrimental to market health, requiring a focus on quality and innovation to foster a more productive environment [1] Group 2 - Both government and enterprises share the responsibility to combat "involution," with a need for regulatory measures to ensure fair competition and resource allocation [2] - Innovation is highlighted as a key strategy for growth, with examples of companies like Haier successfully addressing consumer pain points through product development [2] - Effective market mechanisms and government actions are essential to create a conducive business environment and stimulate innovation [2] Group 3 - Expanding domestic demand and addressing "involution" should be pursued simultaneously, with a focus on guiding competition towards healthier practices [3] - Innovative approaches to enhance consumer experiences, such as the development of cultural and recreational activities, are seen as effective strategies to stimulate demand [3] - Recent regulatory initiatives and industry discussions indicate a collective effort to promote fair competition and prevent detrimental practices in the market [3]

Group 1 - The article emphasizes the need for a dual approach to expand domestic demand and combat "involution," highlighting that healthy competition should focus on quality, innovation, and service rather than price wars [1][3] - The charging treasure industry is experiencing a shift as some manufacturers adopt low-quality, low-price strategies, leading to safety concerns and regulatory responses from civil aviation authorities [1] - The new energy vehicle sector is facing challenges due to aggressive price cuts and unrealistic sales targets, necessitating a comprehensive approach to restore rational competition [1][2] Group 2 - The article discusses the importance of fair competition as the essence of a market economy, stating that "involution" represents inefficient and unfair competition that results in losses for all parties involved [1][2] - It highlights the role of government and enterprises in combating "involution," advocating for the regulation of local investment attraction practices to prevent market fragmentation [2] - The article mentions successful innovations by companies like Haier, which have moved beyond price competition to develop unique products that address consumer pain points, thereby enhancing their market position [2][3] Group 3 - The article notes various recent initiatives aimed at promoting healthy competition, including public consultations on price law amendments and industry associations advocating for better practices [3][4] - It suggests that creating new consumption scenarios and enhancing demand through innovative experiences can help steer the economy away from "involution" [3] - The article concludes that a collaborative effort to eliminate detrimental competition will support high-quality economic development [3]

无独有偶，在今年3月，饿了么就宣布启动"优店腾跃计划"，在2025年，向商家投入超过10亿元，在费 率优惠、专项补贴、专属流量、数字化运营服务和硬件设施以及AI技术能力等多方面，助力餐饮商家 提升数字化经营能力、收获新渠道生意增量。6月16日，饿了么升级"优店腾跃计划"，再投入逾10亿 元，提供新店扶持，进一步吸引连锁品牌与中小餐饮商家入驻。 在今年5月、7月，市场监管总局等五部门约谈京东、美团、饿了么等平台，引导行业合法规范经营，公 平、理性竞争，构建多方共赢生态。8月1日，多个外卖行业平台接连在自己官方社交媒体发文表态，倡 导良性竞争。 近日，美团宣布，面对近期餐饮行业竞争加剧的情况，正式启动中小商户发展扶持计划，向中小商户发 放助力金，支持更多餐饮小店实现稳定增长。计划在此前助力金的基础上，进一步追加现金和补贴投 入，重点支持长期经营、复购高、口碑好的中小餐饮商户。预计到今年年底，美团助力金将新增覆盖超 10万家餐饮小店，单店助力金最高5万元。 现在，外卖平台则从单纯"抢用户"转向"谁能为商家创造更大价值"的良性的、深层次的竞争。在供给 端，通过补贴、技术驱动等方式，鼓励商家在产品、品牌、运营等方面，发 ...

Group 1 - The core viewpoint emphasizes that healthy competition should focus on enhancing quality, innovation, and service rather than merely competing on price or market share [1][2] - The charging treasure industry is undergoing a transformation due to safety concerns, leading to a renewed focus on product quality after incidents of low-quality products causing fires [1] - The new energy vehicle sector is facing challenges such as price wars and unrealistic sales targets, necessitating a multi-faceted approach to restore rational competition [1] Group 2 - The article highlights the need for both government and enterprises to play a role in combating "involution" by ensuring fair competition and avoiding local protectionism [2] - Innovation is presented as a key strategy for companies to grow, with examples like Haier developing unique washing machines that address specific consumer pain points [2] - The article calls for a combination of strong regulatory measures and long-term mechanisms to promote fair competition and help businesses escape the cycle of "involution" [2] Group 3 - The need for dual efforts in expanding domestic demand and combating "involution" is emphasized, suggesting that healthy competition should be guided towards more orderly practices [3] - Various initiatives, such as the revision of the Price Law and discussions among express delivery companies, indicate a collective movement towards advocating for healthy competition [3] - The article suggests that creating innovative experiences and boosting consumer demand can provide new pathways to move away from "involution" [3]

Group 1 - Meituan has launched a support plan for small and medium-sized merchants in the restaurant industry, providing cash and subsidies to help over 100,000 small restaurants achieve stable growth by the end of the year, with individual support up to 50,000 yuan [1] - Ele.me has also initiated the "优店腾跃计划," committing over 1 billion yuan to support merchants through fee discounts, special subsidies, exclusive traffic, digital operation services, and AI technology capabilities [1] - Regulatory bodies have engaged with major platforms like JD, Meituan, and Ele.me to promote fair competition and a win-win ecosystem in the industry [1][2] Group 2 - The recent merchant support policies are seen as a response to regulatory requirements and a necessary evolution in the market, aiming for healthy competition rather than escalating price wars [2] - The understanding of food delivery platforms has evolved; they are now recognized as entities that stimulate demand, enhance industry efficiency, and innovate business models, rather than merely converting offline demand to online [3][4] - Food delivery platforms have expanded market boundaries and created new demand by transforming household tasks into social divisions of labor, especially during adverse conditions like bad weather or pandemics [4] Group 3 - The industry is transitioning from demand-driven growth based on price competition to a focus on creating greater value for merchants, encouraging them to develop core competencies in products, branding, and operations [4] - This shift is expected to drive the restaurant industry towards modernization and data-driven operations, enhancing efficiency, service quality, and food safety, ultimately meeting higher consumer demands [4] - Merchants are encouraged to leverage the tools and opportunities provided by platforms to build their unique core value, while also recognizing the importance of emotional value in the dining experience [5][6]

Group 1 - The core viewpoint emphasizes the importance of cultivating new growth points in service consumption, which is seen as having higher frequency, greater growth potential, and stronger employment generation capabilities compared to goods consumption [1] - The Central Political Bureau meeting has set the focus for economic work in the second half of the year on effectively releasing domestic demand potential, particularly through service consumption [1] - A report from Peking University Guanghua School of Management indicates that by 2025, service consumption vouchers could leverage an additional 6.76 yuan for every 1 yuan of subsidy, potentially driving nearly 700 billion yuan in additional consumption [1][2] Group 2 - Digital platforms are breaking through traditional consumption stimulation challenges by employing three mechanisms: demand perception revolution, multiplier effect activation, and addressing livelihood pain points [2][3] - The demand perception revolution involves constructing micro-demand maps based on real-time market information, significantly enhancing policy precision [2] - The multiplier effect reveals that single-point subsidies can activate chain consumption reactions, transforming fiscal resources into catalysts for economic activity [2] Group 3 - The political bureau's emphasis on cultivating new growth points in service consumption aims to break traditional service industry barriers and reconstruct consumption scenarios [4][5] - Healthy competition among platforms is identified as a key driver for reshaping market boundaries, releasing dormant demand, and enhancing service accessibility across urban and rural areas [5][6] - The competition is shifting focus towards cultural value and emotional experiences, moving service offerings from mere functionality to meaningful creation [5] Group 4 - Service consumption is projected to become a primary engine of national economic growth, with the service sector's value added accounting for 56.7% of GDP in 2024 [7] - The service sector's growth potential is highlighted as a critical breakthrough for expanding domestic demand, with significant contributions to employment and economic stability [7][8] - The rise of service consumption is seen as a necessary trend in China's economic development phase transition and structural upgrade, supported by favorable policies and platform competition [8]

饮品"秋一杯"即将到来，平台与商家又将面临什么样的全新考验？ 集体抵制恶性竞争 消息发布当天，美团（3690.HK）、京东（9618.HK）、阿里巴巴（9988.HK）等港股平台股价全线上 涨，美团盘中涨近3%，阿里涨超3%。 多个外卖平台集体发声 刚刚过去的周末，外卖行业风向突变。美团、京东、饿了么、淘宝闪购等平台集体发布声明，宣布将抵 制"0元购"等非理性促销行为，规范补贴机制，保障商家自主定价与合理利润。 8月1日，美团、饿了么、淘宝、京东等平台相继发声，叫停"0元购"等补贴行为，集体按下"外卖大 战"暂停键。 这一外卖巨头平台的"联动叫停"，标志着自今夏以来轰轰烈烈的"外卖大战"暂告一段落。 这场从7月持续至今的补贴狂欢曾带来全网狂欢，但也带来了行业压力和消费乱象。 咖门采访中，一些商家表示：高峰时段部分品牌订单量增长20%，但平均到手利润却跌破35%，更有商 家表示"做一单反赔2~3元"。（传送门："一天卖光半年库存"，外卖再次大爆单，茶饮店真赚吗？） 图 美团在其声明中强调，将严格遵守《反垄断法》《价格法》等法规，杜绝以显著低于成本价进行补贴， 不强制或变相强制商家参与活动，并保障商家的定价权与知 ...

Core Viewpoint - The recent "0 yuan purchase" phenomenon in the food delivery market has led to significant waste and unsustainable competition, prompting major platforms to halt irrational promotional activities [1][2][5]. Group 1: Market Dynamics - Major food delivery platforms like Meituan, Ele.me, and JD.com have collectively decided to stop "0 yuan purchase" and other irrational subsidies, emphasizing the need for sustainable pricing strategies [2][5]. - The recent competition among these platforms has been characterized as "involutionary," where businesses are forced to bear the costs of subsidies, leading to increased commission rates and unsustainable practices [7][11]. Group 2: Regulatory Environment - The Central Political Bureau's meeting on July 30 highlighted the need for optimizing market competition and regulating disorderly competition, signaling a shift towards more responsible business practices [6][11]. - The draft amendment to the Price Law of the People's Republic of China aims to curb below-cost selling practices, indicating a tightening regulatory framework for the industry [10]. Group 3: Consumer Behavior and Impact - Consumers have been taking advantage of low prices, leading to excessive ordering and food waste, with reports of businesses discarding unsold products after closing [7][8]. - Experts suggest that consumers attracted by low prices are not loyal, and once subsidies are removed, they quickly switch to other options, highlighting the fragility of this business model [8][11]. Group 4: Market Reactions - Following the announcements from the platforms, stock prices for Meituan, Alibaba, and JD.com saw increases, reflecting market optimism for a return to rational competition [11].

Group 1 - Major food delivery platforms including Meituan, Ele.me, and JD have announced commitments to regulate promotions and limit subsidy behaviors [1][2][3] - Meituan emphasizes the importance of fair competition and will not force merchants to participate in subsidy activities, ensuring merchants' pricing autonomy [2] - JD pledges to avoid creating market bubbles through excessive order volume and will resist malicious competition while enhancing service quality [2] - Ele.me aims to provide clear discount information to consumers, ensuring that displayed prices reflect the final prices paid [3] Group 2 - The recent round of price competition in the food delivery sector is characterized as a "stock game," indicating that it has not generated new consumer growth [4] - The food delivery market is facing challenges with a 3.6 percentage point decline in revenue growth for the restaurant industry in the first half of the year [4] - Despite regulatory pressure, large subsidies and promotional tactics like "zero-yuan purchase" continue to persist, with merchants bearing approximately 70% of the subsidy costs [4]

Core Viewpoint - The recent statements from multiple food delivery platforms advocate for healthy competition and responsible business practices in response to regulatory guidance aimed at promoting fair competition and sustainable market practices [1][2]. Group 1: Industry Response and Regulation - The market regulatory authorities have previously engaged with major platforms like JD, Meituan, and Ele.me to encourage legal and fair business operations [1]. - The emphasis on avoiding unsustainable competitive practices, such as "zero-yuan purchases" and selling below cost to gain market dominance, reflects the industry's commitment to social responsibility [1][2]. Group 2: Market Dynamics and Consumer Behavior - In the platform economy, merchants face market pressures not only from direct competition but also from the platforms themselves, which leverage data and scale to respond to market changes [2]. - The potential for service consumption growth is significant, as increasing frequency of service usage can lead to substantial consumption increases, aligning with national policies to boost domestic demand [2]. Group 3: Economic Impact of Subsidies - A study from Peking University indicates that effective subsidy strategies can stimulate platform consumption and generate significant spillover effects, with every 1 yuan of effective flash purchase subsidy leading to an additional 6.76 yuan in consumer spending [3]. - The estimated total consumption increase from platform subsidies could reach 676 billion yuan, representing 1.4% of the projected total retail sales of consumer goods in 2024 [3]. Group 4: Balancing Efficiency and Diversity - The harsh realities of market competition can lead to the closure of small businesses that provide unique value, highlighting the need for platforms to balance efficiency with the preservation of market diversity [3]. - Platforms are encouraged to utilize data analytics to identify and support unique merchants, ensuring their survival during challenging market conditions [3]. Group 5: Sustainable Development and Social Responsibility - The food delivery market is becoming a crucial driver of consumption upgrade, employment, and public service, necessitating a focus on service quality and the balanced interests of platforms, merchants, delivery personnel, and consumers [4]. - Achieving sustainable industry development requires a multi-faceted approach that considers both economic and social benefits [4].