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必须终结“补贴内耗”回归比品质比服务|外卖大战,战而不休为哪般?
Xin Hua Wang· 2025-09-15 03:23
Core Insights - The article highlights the challenges faced by the food delivery industry, particularly the struggle between maintaining customer flow and achieving profitability, leading to a "loss-making for visibility" dilemma for many businesses [1] - It emphasizes the need for a fundamental shift in the competitive logic of the industry from "price competition" to "quality and service competition" to escape the cycle of low prices, low quality, and low profits [1][2] Industry Challenges - A restaurant in Yichang, Hubei, received 4,158 orders in June, generating over 160,000 yuan in revenue, but incurred losses exceeding 10,000 yuan after costs [1] - Consumers may enjoy low prices in the short term, but could face risks such as declining service quality and increased food safety concerns in the long run [1] - Delivery riders are experiencing increased workloads and safety risks due to a surge in orders, despite a rise in average daily income [1] Proposed Solutions - The article suggests that the industry must focus on creating value through quality and service rather than relying on subsidies [2] - Platforms should shift their focus from "subsidy competition" to technological innovation and service quality optimization [1] - Examples include Meituan using AI-driven solutions to enhance operational efficiency for restaurants and JD.com providing social insurance and professional training for delivery riders [1] Future Outlook - A transition towards a high-quality development model is necessary for the food delivery industry and the broader instant retail sector, promoting a sustainable and healthy future [2]