Core Viewpoint - The intense competition between Alibaba and Meituan in the food delivery sector has escalated into a significant subsidy war, driven by Alibaba's large-scale subsidy plan aimed at increasing order volume and market share [1][2]. Group 1: Background of the Battle - The subsidy war was triggered by Alibaba's announcement on July 2 of a 50 billion yuan subsidy plan to attract consumers and merchants through substantial discounts and commission reductions [1]. - Alibaba set July 5 as "Order Surge Day," aiming for peak order volumes between 90 million and 100 million within 2-3 months to match Meituan's order levels [1]. Group 2: Strategies Employed - Alibaba issued a series of high-value, no-threshold discount coupons such as "25 off 21" to draw in consumers [1]. - In response, Meituan quickly launched its own set of attractive coupons, including "25 off 20" and "16 off 16," with some offers allowing for "zero-cost purchases" to maintain its market leadership [1]. Group 3: Battle Outcomes - The influx of users taking advantage of the discounts led to Meituan's app experiencing server overload, resulting in temporary service disruptions and coupon issues [2]. - As of July 5, Meituan reported over 120 million orders for the day, with more than 100 million being food delivery orders, indicating a significant increase in order volume due to the competition [2]. Group 4: Nature and Impact of the Battle - The price war fundamentally aims to capture high-frequency traffic and convert food delivery users into customers for higher-margin businesses like e-commerce and travel [3]. - While platforms may face short-term losses, there is potential for achieving moderate profitability or breakeven in the long run as competition stabilizes [3]. - Consumers benefit from lower prices, but the ongoing price competition will increase resource and profit pressures among platforms, potentially shifting future competition from "subsidy battles" to "ecosystem collaboration" [3].

7月暑期的第一个周末，外卖行业又热闹起来。 记者注意到，连日来，美团与淘宝闪购分别放出了大量且大额的外卖红包券。7月6日，记者打开淘宝闪购App，立马收到"满35元减18元""满15元减11 元"的红包，有网友表示，7月5日，平台派发了"满25元减21元""满16元减16元"等的外卖红包。同样，7月6日，记者打开美团外卖App，发现有两张外卖大 额"神券"自动派发，包括"满38元减18元""满29元减12元"，还可以将"神券"进行膨胀，获得更多的红包优惠。 消费者张女士告诉记者，昨天（7月5日）用了平台外卖红包，甚至可以0元点外卖。 一位外卖平台内部人士向记者表示，暑期一直是外卖的订单高峰期，也是平台的传统促销季。叠加今年春节过后，京东外卖的加入，淘宝闪购联合饿了么 再次发力，平台之间在暑假期间直接面对面抢夺用户，也是意料之中。"只是这次外卖促销的时间来得早，暑假才刚开始。"上述人士说道。 单量暴涨外卖平台"崩"了 随着派发外卖红包的派发，有外卖平台就直接将自己App干崩了。7月5日下午，部分网友在社交平台反馈，美团的外卖页面显示访问出错，出现点不了外 卖的现象。 记者留意到，当日晚上8时，"美团外卖"官方微 ...

外卖行业从"拼价格"转向"拼品质"。 近期，美团宣布正式推出"浣熊食堂"。从美团的官方介绍来看，浣熊食堂是美团为餐饮行业探索建设的放心外卖基础设施，以线下投资建设的集中式外卖 厨房为基础，以"全程可视可追溯"为运营原则，延伸至餐饮全链条，联合商家共同保障食品安全。 截至目前，浣熊食堂已经在北京、杭州等地运营了10家门店，吸引老乡鸡、德克士、全聚德、云海肴等上百个餐饮品牌入驻，共同服务了数十万消费者。 更值得关注的是，美团宣布，未来三年将在全国投资建设1200家浣熊食堂，帮助超万家餐饮商家完成品质升级。 那么，浣熊食堂究竟是什么？它又如何重塑消费者对外卖的信任？ 外卖新物种 需要强调的是，浣熊食堂并非美团自营的餐饮外卖品牌，而是由平台下场自建、运营的"集中式外卖基础设施"。从本质上看，美团是高标准场地的提供者 与管理方，打造了一个聚合多个品牌外卖档口的"放心厨房集合店"，不过多干预商家自主经营。 经过半年试点，浣熊食堂探索出一套"从产地到餐桌"可视、可溯的模式，初步构建了全链路、可追溯、全透明的放心外卖体系。 首先，硬件高标准。在场地建设上，浣熊食堂内的下水、排烟、排污等系统都按照国家要求设置，为商家提供"拎包 ...

Core Viewpoint - Shanghai has introduced a "Traffic Safety Code" for delivery riders to address traffic violations and improve safety, categorizing riders into green, yellow, and red codes based on their safety behavior [1][2][4]. Group 1: Implementation of Traffic Safety Code - The "Traffic Safety Code" uses a color-coded system (green, yellow, red) to assess the safety status of delivery riders, with new riders required to start with a green code [2][3]. - The system collects and analyzes data on traffic violations and accidents involving delivery riders, allowing for precise management and identification of high-risk riders and companies [1][2][5]. - Since the implementation of the code in April, over 420 riders have been placed on the industry "restricted list" due to safety violations [4]. Group 2: Assessment Criteria - Riders are assigned a green code if they use compliant vehicles and have no unresolved traffic violations or accidents; yellow codes are given for minor infractions, while red codes indicate serious violations [3][4]. - The assessment also includes a star rating system for delivery stations based on the safety performance of their riders, linking business performance to safety standards [5][6]. Group 3: Impact on Industry Practices - Companies are incentivizing safe riding behavior by linking riders' safety scores to their earnings and benefits, with penalties for violations [6][7]. - The overall accident rate has decreased by nearly 30% since the introduction of the safety code, indicating improved safety awareness among riders [6][7]. - The Shanghai police department plans to enhance management precision through technology, shifting from reactive to proactive safety measures in the delivery industry [7].

重庆市《无堂食外卖经营服务规范》（以下简称《规范》）团体标准于7月1日起全面实施，该标准 系全国首个聚焦无堂食外卖全链条服务的团体标准。此次发布的《规范》从准入门槛、场所要求、加工 制作、包装配送等六大环节构建起全链条监管体系，填补了行业标准的空白。 此次出台的《规范》可以针对性地化解这些监管难点。比如在准入环节，明确要求商户必须持有食 品经营许可证并实施"明厨亮灶"，从源头杜绝"黑作坊"入网。在加工环节，强制要求生熟分开、烧熟煮 透，并建立数字化追溯系统，确保每道工序可回溯。在配送环节，则规定必须使用食安封签且开启后无 法复原，同时要求平台对配送轨迹、订单数据进行实时监控。该标准还首次将平台责任具体化，要求其 必须核验商家经营地址与许可证一致性。这种全链条协同治理机制，为"无堂食外卖"量身定制了一套监 管体系。 但《规范》的出台仅是起点，要想让《规范》真正发挥效力，还需在落实层面下足功夫。比如监管 要通过技术手段实现数据互通，打破平台与监管部门之间的信息壁垒，并建立动态巡查机制，对违规商 户实施适当的处罚。平台作为连接商户与消费者的关键节点，不能止步于形式审查，而应通过监管方式 优化，对异常订单、高频投诉等 ...

" 外卖服务迎来新变化，看看各家有哪些新动作 。 " 作者丨李墨 编辑丨王川 7月2日早8：30，淘宝官微发布消息，淘宝闪购启动500亿元补贴计划。有些人震惊，有些人却知道，这 一刻注定到来。 随后，中国经济网发布盘和林署名文章认为，淘宝闪购在未来12月拿出500亿真金白银补贴商户。有了这 笔钱，商家的利润率将显著提高，内卷压力将迅速减轻，这一方面能够更快的促使淘宝闪购扩大规模，获 得更大规模效应，另一方面也能让商家有余力，将更多资源放在提高产品品质，从而逐渐扭转内卷式竞争 的"死亡螺旋状态"。 京东黑板报宣布进入了355个城市，峰值2500万单。计算一下就知道，这样的订单密度很难出现稳定履 约，假设用户点了一次外卖，1个半小时才送达，就算你给用户免单，但这一单都构成了"秒送"品牌的一 次负向推广； 而淘宝的方式更取巧，希望抢夺美团"闪购"的心智进行重塑，但其实淘宝的闪购本质上是外卖+。 美团的闪购指的是"非餐送万物"，而淘宝希望用"闪购"替代"外卖"，但这需要很多很多的补贴，和长时间 的坚持，否则很难固化和改变消费者原本的外卖心智。 雷峰网：淘宝这个品牌策略看来很有效。 "允许我卖个关子，一个月之后跟大家见 ...

Core Viewpoint - The rise of unmanned warehouses is shifting some responsibilities from merchants to delivery riders, leading to operational challenges and dissatisfaction among riders [1][4][5]. Group 1: Unmanned Warehouse Operations - Unmanned warehouses are becoming more common, with brands like Zhou Hei Ya adopting this model to reduce labor costs and extend operational hours [4][6]. - Zhou Hei Ya has reported significant cost savings and efficiency improvements through the use of smart devices in their unmanned satellite stores [4][6]. - The operational process involves riders scanning to enter, retrieving items, and packaging them, which can be time-consuming and burdensome for riders [5][6]. Group 2: Rider Experiences and Challenges - Many riders express strong aversion to unmanned warehouse orders, citing inefficiencies and the need to search for items themselves [5][6]. - Riders often encounter these orders infrequently, but they are considered the least desirable due to the time wasted and the complexity of locating items [5][6]. - The system does not clearly indicate when an order is from an unmanned warehouse, leading to frustration when riders arrive and find they must perform additional tasks [5][6]. Group 3: Industry Trends and Future Outlook - The growth of unmanned warehouses is driven by technological advancements and changing consumer demands for convenience [6][7]. - There is a trend of merchants shifting responsibilities to riders, which blurs the lines of accountability and contradicts the intended efficiency of unmanned operations [7]. - Regulatory measures are being introduced to clarify responsibilities and protect riders' rights, indicating a potential shift in how unmanned warehouses operate in the future [7][8].

Group 1 - The core viewpoint of the report is that the company, Mixue Group, is expected to maintain strong same-store sales growth and store openings in the domestic market, leading to an upward revision of net profit forecasts for 2025 and 2026 by 7% to 5.45 billion and 6.51 billion yuan respectively [1] - The current stock price corresponds to a P/E ratio of 33 and 28 times for 2025 and 2026, with an 18% increase in the target price to 555 HKD, indicating an upside potential of 8% [1] - The company is expected to benefit from a stable consumption environment and product upgrades, with same-store sales growth in 2025 projected to exceed the 1% level of 2024 [4] Group 2 - In Q2, most tea beverage brands experienced rapid same-store sales growth, with brands like Gu Ming and Cha Bai Dao recording double-digit percentage growth [3] - The recent easing of price competition on delivery platforms is expected to improve the competitive landscape in the long term, although it may cause short-term disruptions to same-store sales [3] - The company has signed over 6,000 stores nationwide as of June 27, compared to nearly 4,000 at the end of 2024, indicating a strong expansion strategy [4] Group 3 - The company is actively exploring overseas markets, with plans to open its first store in Brazil in 2025 and establish a supply chain factory for localized production [5] - The company is also focusing on product innovation and supply chain capabilities in markets like Indonesia and Vietnam, which are currently in an adjustment phase [5] - The company aims to maintain strong profitability despite potential margin pressures from its long-term strategy of mutual benefit with franchisees [4]

7月1日，观察者网获悉，美团近日在北京推出了全新打造的"浣熊食堂"，用户下单前可实时"云体验"，随时"看汇报"，下单后将收到食安封签严格守护的餐 品。 在北京亮马河附近的浣熊厨房示范区可以看到，"鲜芋仙"店铺里，店员正在制作甜品，熬煮、配料、制作、打包全过程画面都被智能摄像头记录，并实时上 传在现场的明厨亮灶大屏幕上，同一时刻，用户在手机上也能看到每个细节。 在东直门，浣熊食堂里"德克士"店长在午高峰后完成了一次清洁，现场图片和动作也被记录在"食安日记"，上传到美团外卖App，后台显示1235位用户在一 小时内点击查阅。 据介绍，"浣熊食堂"是美团为餐饮行业探索建设的放心外卖基础设施，以线下投资建设的集中式外卖厨房为基础，以"全程可视可追溯"为运营原则，延伸至 餐饮全链条，联合商家共同保障食品安全。 "一开始不是很适应，但我们制定了严格的操作规范，浣熊食堂也有日常巡检和提醒，特别是看到用户的点赞后，我们对自己的工作和餐品更有信心了。"德 克士东直门店店长表示。 打开"浣熊食堂"消费者评价页面可以看到，众多消费者反馈"食材好""自己的订单自己看着店员制作打包，很踏实""可放心下单"。用户看得见、看得真，对 商家 ...

一起发生在城市里的意外交通事故，急刹声、撞击声、混着餐盒倾倒的闷响，相撞的双方都倒在路边，类似的场景，每天都在不同的城市高频重演。 "当时我人已经懵了，那个外卖骑手把我扶起来，上来第一句是指责我为什么不看后面。" 小冰脚踝上被撞了个大包，坐在路牙边还不太清楚发生了什么，骑手急匆匆问询了几句她有没有事，紧接着就说自己要急着送餐要先走。小冰没能在当场 拦住要去继续送餐的骑手，只在慌乱中给车拍了张照片，再主动要了一个骑手的电话号码。 坐在路边，上网搜了一下遇到这种情况应该怎么办后，就报了警在原地等待交警过来处理，与此同时，她脚踝上的大包开始愈加疼痛。 通过交警拨打骑手电话后，才发现骑手给小冰留的电话是错的，联系不上骑手。虽然拍下了车牌号，但以当时的情况，交警没有暂时权利直接根据车牌号 找人。 如果联系不到这个人就无法立案，是小冰在事故维权过程中，遇到的第一道阻碍。 据国家统计局2024年抽样调查显示，全国约有1.7亿人以电动车作为主要交通工具，很多人用电动车往返工作和生活的两点一线，其中外卖骑 手，更是靠电动车实现"用速度换金钱"的典型。 外卖骑手的工作机制，注定需要让他们在限定之间内赌命狂奔，紧迫的派送时间和超时 ...