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" ...

Core Viewpoint - Major companies in the food delivery industry, including Meituan, Taobao, Ele.me, and JD, have collectively committed to resisting malicious competition and promoting fair promotional practices to establish a healthy industry ecosystem and mutual benefits for all parties involved [1][2][3] Group 1: Meituan's Commitment - Meituan emphasizes the importance of adhering to various laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, to avoid selling goods and services at prices significantly below cost, which distorts market signals and disrupts competition [1] - The company pledges to transparently disclose subsidy information to merchants and consumers without exaggerating the total amount of subsidies [1] - Meituan will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] - The company commits to non-discriminatory practices for merchants and consumers, ensuring fairness in promotional subsidy activities and protecting the interests of small and medium-sized businesses [1] - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises [1] Group 2: Taobao and Ele.me's Initiatives - Taobao and Ele.me focus on enhancing service quality and promoting healthy competition by planning subsidies based on consumer and merchant needs, while respecting merchants' rights to information, choice, and pricing [2] - The companies will actively resist malicious competition and irrational promotional activities, such as large-scale "0 yuan purchase" campaigns, to stimulate market consumption potential and innovation [2] - They are committed to improving service quality and fostering a collaborative ecosystem that addresses core issues like merchant participation, product quality, and rider rights through a feedback system [2] Group 3: JD's Position - JD expresses its commitment to regulating subsidy behaviors and resisting harmful competition, particularly against "0 yuan purchase" promotions, to avoid creating market bubbles [3] - The company aims to establish a simple and transparent subsidy mechanism, ensuring that merchants can operate independently and participate in promotional activities voluntarily [3] - JD emphasizes the importance of enhancing service quality and creating a mutually beneficial ecosystem for consumers, merchants, riders, and platforms [3] Group 4: Market Reaction - Following the announcements on August 1, stock prices for Meituan, Alibaba, and JD saw increases, with Meituan rising nearly 3%, Alibaba over 3%, and JD more than 1% during intraday trading [3]

Core Viewpoint - Multiple food delivery platforms have expressed their commitment to combatting disorderly competition, leading to a rise in stock prices for Meituan and Alibaba, which saw an increase of over 3% during trading [1] Group 1: Company Statements - Meituan published a statement titled "Prospering Industry Ecology, Resisting Disorderly Competition," emphasizing the need to avoid selling goods and services at prices significantly below cost, which distorts price signals and disrupts market order [1] - Alibaba's Taobao Shangu and Ele.me issued a joint statement focusing on enhancing services to promote healthy competition and stimulate consumer activity [1] - JD.com also released a statement highlighting its commitment to fulfilling both corporate and social responsibilities to build a healthy ecosystem within the food delivery industry [1] Group 2: Industry Implications - The collective statements from these companies indicate a unified stance against predatory pricing practices that lead to market waste and unhealthy competition [1] - The emphasis on responsible pricing and competition is expected to foster a more sustainable market environment for the food delivery sector [1]

【导读】8月1日，美团、淘宝闪购、饿了么、京东等外卖平台同时发文，表示坚决抵制恶性竞争，规范补贴行为 见习记者夏天 8月1日，美团、淘宝闪购、饿了么、京东等外卖平台同时发文，表示坚决抵制恶性竞争，规范补贴行为。 美团10点08分发文《繁荣行业生态，抵制无序竞争》，其在文中承诺：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。 一是开展补贴活动严格遵守《反垄断法》《反不正当竞争法》《电子商务法》《价格法》《反食品浪费法》等法律法规，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。 二是开展补贴活动依法向商家和消费者公示补贴信息，不对补贴总额进行夸大宣传。 三是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。 四是对商家和消费者遵循无歧视原则，确保促销补贴活动公平性，不通过选择性补贴伤害中小商户利益。 五是积极构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态。倾听广大商户意见，降低商户经营成本，从"比价格"回归"比品质""比服务"， 促进外卖和堂食平衡发展，构建理性可持续的商业环境，努力提高骑手权益保障水平，避免骑手收入大起大 ...

【导读】8月1日，美团、淘宝闪购、饿了么、京东等外卖平台同时发文，表示坚决 抵制恶性 竞争，规范补贴行为 见习记者 夏天 8月1日， 美团、淘宝闪购、饿了么、京东等 外卖平台同时发文，表示坚决 抵制恶性竞争， 规范补贴行为 。 美团10点 0 8分发文《繁荣行业生态，抵制无序竞争》，其在文中承诺：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。 一是开展补贴活动严格遵守《 反垄断法》《反不正当竞争法》《电子商务法》《价格法》 《反食品浪费法 》等法律法规，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。 二是开展补贴活动依法向商家和消费者公示补贴信息，不对补贴总额进行夸大宣传。 三是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。 四是对商家和消费者遵循无歧视原则，确保促销补贴活动公平性，不通过选择性补贴伤害中 小商户利益。 五是积极构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态。倾听广大商户意 见，降低商户经营成本，从"比价格"回归"比品质""比服务"，促进外卖和堂食平衡发展，构 建理性可持续的商业环境，努力提高骑手权 ...

同时，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。 具体 如下： 8月1日， 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 》 。 文章 先后提及，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。 美团发文《繁荣行业生态，抵制无序竞争》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。 同日，淘宝闪购及饿了么联合发文，称坚决抵制恶性竞争，合作促进生态共赢，并承诺将进一步重点做好以下四项 工作： 同日，"京东黑板报"也发文称，近期，外卖行业补贴引发社会广泛关注，不少行业协会、商家发声，希望停止"0 元购"等内卷式补贴促销行为，构建良好行业生态，实现多方互利共赢良性发展。 京东承诺： 一、规范补贴行为。 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 ...

Core Points - Recent social concerns regarding subsidies from food delivery platforms have prompted Meituan to publish a statement advocating for a healthy industry ecosystem and resisting disorderly competition [1] - Meituan and other platforms like Taobao and Ele.me emphasize the negative impact of selling goods and services significantly below cost, which distorts price signals and disrupts market order [1] Group 1: Meituan's Commitment - Meituan has committed to regulating promotional activities and eliminating unfair competition to foster a fair and orderly industry environment [1] - The core commitments include strict adherence to various laws such as the Anti-Monopoly Law, Anti-Unfair Competition Law, E-Commerce Law, Price Law, and Anti-Food Waste Law [1] - Meituan will not sell goods and services at prices significantly below cost to avoid market disruption and waste [1] Group 2: Transparency and Fairness - The company will legally disclose subsidy information and avoid exaggerating the total amount of subsidies [1] - Meituan will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] - The platform will adhere to a non-discrimination principle for both merchants and consumers, avoiding selective subsidies that harm small and medium-sized businesses [1] Group 3: Sustainable Development - Meituan aims to create a win-win ecosystem for consumers, merchants, delivery personnel, and the platform by reducing merchant operating costs [1] - The focus will shift from price competition to quality and service competition, balancing the development of food delivery and dine-in services, and enhancing the rights and protections of delivery personnel [1]