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].

Core Viewpoint - The article emphasizes the importance of service quality and the need to balance the interests of platforms, merchants, delivery personnel, and consumers, while considering the market and social implications at multiple levels [1][5][6] Industry Overview - Multiple food delivery platforms have recently advocated for healthy competition, responding to regulatory guidance aimed at promoting fair practices and avoiding unsustainable competitive behaviors like "zero-yuan purchases" [2][3] - The current competitive environment reflects new challenges and opportunities brought by platform economies, where merchants face pressures not only from market conditions but also from platform-driven market dynamics [3][4] Market Dynamics - The intense competition in the market is seen as a response to broader market conditions, and it is unrealistic to expect a complete separation between online and offline retail sectors [3] - Platforms and merchants share a common interest in stimulating consumption through pricing and subsidies, with service consumption identified as a significant growth area [3][4] Economic Impact - Research indicates that effective subsidy strategies can significantly boost consumer spending, with every 1 yuan of effective flash purchase subsidy generating an additional 6.76 yuan in consumer spending, potentially leading to a 676 billion yuan increase in overall consumption [4] - The article highlights the tension between market efficiency and the survival of small, unique businesses, stressing the need for platforms to support diverse market participants during competitive pressures [4][6] Conclusion - The food delivery market is becoming a crucial driver of consumption upgrades, job creation, and public service, necessitating a focus on service quality and the coordination of interests among all stakeholders for sustainable industry development [5][6]

饿了么在官网上线一则题为《持续提升服务 推动良性竞争 激发消费烟火气》的声明。声明中承诺，将 从消费者和商家需求出发，合理规划发放补贴；坚决抵制恶性竞争，尊重市场运营规律；平台促销活动 为消费者提供简单明晰的优惠信息，展示价即到手价，保障消费者权利；推动良性竞争，合作促进生态 共赢。 本次多家平台同时发声，或源自上一轮约谈的政策延续。7月18日，市场监管总局官网发布消息称已约 谈外卖平台，要求进一步规范促销行为，理性参与竞争，促进餐饮服务行业规范健康持续发展。 约谈之后，各平台的营销均有不同程度的收缩。不过记者注意到，包括"零元购""1分购""免单券"等大 额补贴的变体仍在持续进行，且商家需要仍然需要承担70%左右的补贴成本。 业内分析认为，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。 8月1日，美团、饿了么、京东先后发布声明，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。 当日， ...

外卖平台纷纷发文，呼吁抵制恶性竞争、规范促销补贴！ 8月1日上午，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》，京东 发文《践行主体责任和社会责任 共建外卖行业健康生态》，承诺将抵制恶性竞争、规范促销补贴、提升服务质量。 美团官微发文称，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。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。其中包括， 开展补贴活动严格遵守相关法律法规，依法向商家和消费者公示补贴信息，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 等。 美团方面称，愿意和各方一起，务实行动，共同抵制"内卷式"竞争，把更多宝贵的资源，用到做好服务体验，改善商户经营，保障骑手权 益，推进科技创新，参与国际竞争，促进行业高质量发展的刀刃上。 美团发文抵制无序竞争 淘宝App同日上午也在规则中心上线声明，承诺将构筑公平透明、各方共赢的机制。包括从消费者和商家需求出发，合理规划发放补贴；坚 决抵制恶性竞争，不做大规模" ...