Group 1 - The core message emphasizes the importance of avoiding unnecessary online disputes within the automotive industry [2] - The company advocates for a defensive approach, aligning with the values of "Wing Chun," focusing on self-development rather than attacking competitors [2] - The statement highlights the vastness of the Chinese and global automotive markets, suggesting that healthy competition can drive industry progress while malicious attacks can harm the industry ecosystem [2]

Core Viewpoint - BYD emphasizes the importance of healthy competition in the automotive industry and advocates for avoiding unnecessary online disputes among its supporters [1] Group 1: Company Positioning - BYD's General Manager of Brand and Public Relations, Li Yunfei, calls for "Di fans" to refrain from engaging in pointless online conflicts, highlighting the company's focus on its own development rather than attacking competitors [1] - The company shares a common value with "Wing Chun," which is to prioritize defense and not initiate attacks, reinforcing its commitment to healthy competition [1] Group 2: Industry Perspective - The automotive market in China and globally is large enough to accommodate diverse players, and healthy competition can drive industry progress, while malicious attacks can harm the industry ecosystem [1] - BYD's Chairman Wang Chuanfu reiterated at the shareholders' meeting that the principle of not undermining competitors is crucial for fostering a positive industry environment [1]

Core Viewpoint - BYD emphasizes the importance of focusing on its own development and avoiding unnecessary online disputes, advocating for healthy competition in the automotive industry [1] Group 1 - BYD's General Manager of Brand and Public Relations, Li Yunfei, encourages fans to refrain from engaging in pointless online conflicts [1] - Li Yunfei compares BYD's approach to the martial art of Wing Chun, which focuses on defense rather than offense, highlighting the company's commitment to not attacking competitors [1] - The automotive market in China and globally is large enough to accommodate diverse players, promoting the idea of flourishing competition [1] Group 2 - During this year's shareholder meeting, BYD's Chairman Wang Chuanfu reiterated the principle of not undermining competitors [1]

Core Viewpoint - BYD emphasizes the importance of focusing on its own development rather than engaging in unnecessary online disputes, advocating for healthy competition in the automotive industry [1] Group 1 - BYD's General Manager of Brand and Public Relations, Li Yunfei, encourages fans to avoid pointless online conflicts, likening the company's approach to the defensive nature of Wing Chun martial arts [1] - The company believes that the vast Chinese and global automotive markets can accommodate diverse players, promoting the idea of flourishing competition to drive industry progress [1] - Chairman Wang Chuanfu reiterated at the shareholder meeting that BYD's principle is not to undermine competitors, highlighting the company's commitment to ethical competition [1]

Core Viewpoint - The Chinese food delivery industry is experiencing a new round of "subsidy wars" in the first half of 2025, with major platforms like Taobao Flash Purchase, Ele.me, Meituan, and JD Delivery offering substantial subsidies to capture market share and user traffic [1] Group 1: Impact of Subsidy Wars - The subsidy competition has stimulated food delivery orders, positively affecting penetration rates and changing consumer habits, particularly in western regions where order volumes and rider numbers have significantly increased [1] - A survey by the Beijing Cooking Association indicates that 1/3 of respondents perceive a disparity in platform subsidies favoring large chains over small merchants [1] Group 2: Advantages of Large Merchants - Large merchants benefit from mature supply chain management and operational efficiency, allowing them to respond quickly to increased order volumes and effectively utilize subsidies to attract more traffic [2] - Platforms prefer to negotiate with large merchants for subsidies due to their ability to absorb costs, leading to a bias against small merchants [2] Group 3: Consumer Behavior and Merchant Operations - Continuous low-price subsidies distort consumer price perceptions, with concerns that the end of subsidies could lead to a decline in demand [3] - The surge in orders during subsidy peaks creates operational pressures for merchants, potentially compromising customer experience and leading to lower quality due to cost-cutting measures [3] Group 4: Employment Market Fluctuations - The rapid expansion of demand has resulted in nearly 10 million riders, primarily through crowdsourcing, with significant daily increases in rider numbers reported [3] - The influx of riders has raised safety concerns, as some platforms have relaxed hiring standards, which could lead to issues once subsidies decrease and order volumes drop [3] Group 5: Resource Waste Concerns - High subsidies and low-price promotions have led to excessive consumption and operational overload for merchants, resulting in food waste and operational inefficiencies [4] - Some platforms have implemented practices that increase the burden on merchants, such as requiring them to absorb costs from unsold food due to excessive orders [4] Group 6: Recommendations for Sustainable Practices - Companies need to shift from unsustainable loss-driven subsidies to long-term value creation, focusing on service quality and supporting small merchants [5] - Enhancing corporate social responsibility is crucial, with platforms needing to balance support for small merchants and ensure rider safety through better governance and incentives [5]

Core Viewpoint - The recent subsidy war in China's food delivery industry has revealed some "aftereffects" that require attention from all sectors [2][6]. Group 1: Subsidy War Dynamics - In the first half of 2025, major platforms like Taobao Flash Purchase, Ele.me, Meituan, and JD Delivery have initiated a new round of subsidy wars to capture market share and user traffic [2]. - The subsidy competition has significantly increased order volumes and platform penetration rates, especially in western regions, leading to a rapid growth in the number of delivery riders [2][4]. - A survey by the Beijing Cooking Association indicates that one-third of respondents perceive a disparity in subsidies favoring large chains over small merchants [3]. Group 2: Impact on Merchants - Large merchants benefit from established supply chain management and operational efficiency, allowing them to respond quickly to increased order volumes [3]. - Platforms tend to favor large merchants in subsidy allocations, as they can negotiate more efficiently and bear the costs better than small merchants [3]. - Meituan has launched support strategies for small merchants, including a "10 billion support fund" aimed at increasing order volumes and merchant income [3]. Group 3: Consumer Behavior and Market Effects - Continuous low-price subsidies distort consumer price perceptions, leading to concerns about a potential decline in demand once subsidies are removed [4]. - The surge in orders during subsidy peaks can overwhelm merchants, risking customer experience and potentially leading to a decline in product quality [4]. - The rapid expansion of delivery riders, primarily through crowdsourcing, has raised safety concerns due to relaxed hiring standards by some platforms [4]. Group 4: Resource Waste Concerns - High subsidies and low-price promotions have led to excessive consumption, resulting in food waste and operational overload for merchants [5]. - Some platforms have been reported to impose additional burdens on merchants, such as requiring them to cover losses from unsold food due to excessive orders [5]. Group 5: Recommendations for Sustainable Practices - The industry needs to shift from unsustainable, loss-driven subsidies to a focus on long-term value creation, enhancing service quality, and supporting small merchants [6]. - Platforms should enhance their social responsibility, ensuring fair treatment of small merchants and prioritizing rider safety through better governance and incentives [6]. - A healthy competitive environment is essential for the sustainable development of the industry, benefiting consumers, merchants, and workers alike [6].

Core Viewpoint - Hithium Energy is facing a wave of malicious rumors and attacks, which the company strongly condemns, asserting its commitment to defend its reputation and the rights of its stakeholders through legal means [1][4]. Group 1: Company Response - The chairman of Hithium Energy, Wu Zuyu, issued a letter to all employees, denouncing the spread of false information and calling for unity among employees to protect the company's hard-earned achievements [2][3]. - The company has begun collecting evidence against the sources of these rumors and intends to pursue legal action against those responsible for spreading malicious information [4]. Group 2: Company Achievements - Hithium Energy has made significant progress in the energy storage sector, achieving a global top 2 position in power storage in the first half of 2023, following a top 3 ranking in battery shipments in the previous year [3]. - The company has developed innovative products, including the world's first 1000Ah long-duration energy storage product, and plans to launch a new 587Ah product in 2024, showcasing its commitment to technological advancement [3]. Group 3: Industry Perspective - The chairman emphasized the need for companies in the industry to adhere to competitive ethics and focus on technological innovation rather than engaging in malicious smear campaigns [4]. - The letter highlights that Hithium Energy is not the first company to face such attacks, indicating a broader issue within the industry that requires a return to healthy competition [4].

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 ...