促进合作共赢

Search documents
美团、饿了么、京东,最新发声!
证券时报· 2025-08-01 10:11
Core Viewpoint - The article discusses the recent announcements from major food delivery platforms in China, including Meituan, Ele.me, and JD, to resist "involution" style competition and promote a healthier industry ecosystem following intense subsidy wars and regulatory scrutiny [1][2][5]. Group 1: Industry Response to Competition - On August 1, Meituan, Ele.me, and JD jointly announced their commitment to resist excessive competition and maintain a healthy industry ecosystem [2]. - The platforms emphasized the need to standardize subsidy behaviors, oppose involution, and enhance service quality, aligning with previous regulatory requirements [5]. - The State Administration for Market Regulation had previously urged these companies to comply with various laws and regulations, including the E-commerce Law and the Anti-Unfair Competition Law, to foster a win-win ecosystem for consumers, merchants, delivery riders, and platforms [5]. Group 2: Specific Stances on Subsidies - JD stated its position against "0 yuan purchase" and other harmful subsidies, aiming to create a transparent subsidy mechanism and ensure fair competition [8]. - Meituan outlined four specific guidelines for subsidy activities, including compliance with laws, transparency in subsidy information, respect for merchants' pricing autonomy, and non-discriminatory practices [9][10][11][12]. - Ele.me committed to avoiding large-scale irrational promotional activities like "0 yuan purchase," focusing instead on reasonable subsidy distribution and protecting merchants' rights [13][14]. Group 3: Enhancing Service Quality and Cooperation - JD aims to improve service quality by promoting responsible consumption and providing various incentives to merchants, while also enhancing rider welfare [17][20]. - Ele.me plans to enhance service quality through diversified consumer experiences and ongoing communication with merchants to optimize operations [18][19]. - Meituan emphasizes the importance of building a cooperative ecosystem that benefits consumers, merchants, and riders, while advocating for sustainable business practices [21].