Core Viewpoint - Major food delivery platforms including Meituan, Taobao Flash Sale, Ele.me, and JD.com have called for a halt to disorderly competition and pledged to establish a fair and orderly industry environment to promote mutual benefits and sustainable development in the food service sector [1][7]. Group 1: Meituan's Initiatives - Meituan has proposed five measures to regulate subsidy activities, including strict compliance with various laws such as the Anti-Monopoly Law and the E-Commerce Law, and avoiding selling goods below cost to prevent market disruption [2]. - The company will publicly disclose subsidy information to merchants and consumers without exaggerating the total amount of subsidies [3]. - Meituan will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [4]. - The company emphasizes non-discriminatory practices to ensure fairness in promotional activities, protecting the interests of small and medium-sized merchants [4]. - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, advocating for a shift from price competition to quality and service competition [4]. Group 2: Other Platforms' Commitments - Taobao Flash Sale and Ele.me have committed to rationally planning subsidies based on consumer and merchant needs, ensuring merchants' rights to information, choice, and pricing [5]. - Both platforms will actively resist malicious competition and respect market operation rules, avoiding irrational promotional activities like "0 yuan purchase" [5]. - They will enhance service quality by providing diverse consumption scenarios and improving delivery efficiency, while promoting green consumption [5]. - JD.com has also pledged to standardize subsidy behaviors and resist "0 yuan purchase" promotions, focusing on quality and service rather than subsidies [6]. - JD.com will promote mutual benefits by providing various support services to merchants and improving the welfare of delivery riders [7]. Group 3: Regulatory Context - The State Administration for Market Regulation has recently interviewed Meituan, Ele.me, and JD.com, urging them to comply with relevant laws and regulations, and to rationally participate in competition to foster a healthy and sustainable development in the food service industry [7].

Core Viewpoint - The article discusses the recent price competition and subsidy practices in the food delivery industry, highlighting the responses from major players like Meituan, Alibaba, and JD.com to promote fair competition and sustainable business practices [4][6][7]. Group 1: Company Responses - Meituan emphasizes the need to regulate promotional activities and eliminate unfair competition, advocating for a fair and orderly industry environment [5][6]. - Ele.me (part of Alibaba) commits to resisting irrational promotional activities like "0 yuan purchase" and focuses on enhancing service quality and consumer experience [6][7]. - JD.com also pledges to reject unhealthy competition and promote a transparent subsidy mechanism, aiming to shift the focus from price competition to quality and service [7][9]. Group 2: Industry Challenges - The article highlights the widespread concern regarding irrational competition and excessive subsidies, which distort market signals and disrupt the competitive order [5][6]. - There is a call from industry associations and merchants to halt practices like "0 yuan purchase" to foster a healthier industry ecosystem [7][9]. Group 3: Future Directions - Companies are encouraged to build a multi-win ecosystem involving consumers, merchants, and delivery personnel, focusing on quality and service rather than just price [5][6][9]. - The emphasis is placed on listening to merchant feedback, reducing operational costs, and ensuring fair treatment for all stakeholders in the delivery ecosystem [6][9].

Core Viewpoint - The takeaway from the news is that major food delivery platforms in China, including Meituan, Ele.me, and JD, are taking a stand against irrational competition and are committing to more regulated promotional practices to foster a healthier industry ecosystem [1][3][5] Group 1: Company Commitments - Meituan has pledged to adhere to antitrust laws, avoid selling below cost, and ensure transparency in promotional activities [1] - Ele.me and Taobao have announced plans to respect merchants' rights and avoid irrational promotions like "0 yuan purchases," while focusing on improving delivery efficiency and service experience [3] - JD has committed to enhancing service quality and product differentiation, aiming to shift competition from subsidies to quality and service [3] Group 2: Regulatory Background - Regulatory bodies, including the State Administration for Market Regulation, have previously intervened, urging platforms to operate legally and fairly [5] - Multiple provincial and municipal restaurant associations have called for an end to "involution-style" competition among food delivery platforms [5]

Core Viewpoint - Major food delivery platforms in China, including Meituan, Ele.me (owned by Alibaba), and JD.com, have publicly committed to resisting irrational competition and promoting a healthy industry ecosystem through a series of pledges aimed at ensuring fair practices and sustainable development in the food delivery sector [1][6][9]. Group 1: Meituan's Commitments - Meituan has announced five commitments to promote a healthy ecosystem in the food delivery industry, emphasizing the need to regulate promotional activities and eliminate unfair competition [1]. - The company will strictly adhere to various laws, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, ensuring that subsidies do not significantly undercut costs and distort market prices [2]. - Meituan will ensure transparency in subsidy activities by publicly disclosing subsidy information to merchants and consumers, avoiding exaggerated claims [3]. - The platform will not force or indirectly compel merchants to participate in subsidy activities, thereby protecting their pricing autonomy [4]. - Meituan aims to create a win-win ecosystem for consumers, merchants, delivery riders, and platform companies, focusing on quality and service rather than price competition [4]. Group 2: Ele.me and Alibaba's Commitments - Ele.me, in collaboration with Taobao, has made four commitments to enhance service quality and promote healthy competition, emphasizing the importance of consumer and merchant needs [6]. - The platform will implement a mechanism to ensure merchants' rights to know, choose, and set prices, while also establishing a compensation system for merchants [6]. - Ele.me will actively resist irrational competition and ensure that promotional activities do not harm merchants' profits, avoiding large-scale irrational promotions like "0 yuan purchase" [6][9]. - The company is committed to improving service quality and promoting green consumption, encouraging consumers to make rational choices [8]. Group 3: JD.com's Commitments - JD.com has also made four commitments to foster a healthy ecosystem in the food delivery industry, focusing on resisting irrational competition and ensuring transparency in subsidy mechanisms [9]. - The company will eliminate unfair competition practices and promote a focus on quality and service rather than subsidies, leveraging technology and supply chain innovations [9]. - JD.com is dedicated to maintaining food safety and integrity in operations, while also promoting anti-food waste initiatives through consumer education [9].

Group 1 - Major platforms including Meituan, Taobao, Ele.me, and JD have committed to "regulating promotions" and implementing measures to limit subsidy behaviors [1][2] - Meituan emphasizes adherence to antitrust laws, ensuring subsidies are not below cost, and protecting merchants' pricing autonomy [1] - Taobao and Ele.me express a commitment to resist malicious competition and enhance service quality while respecting merchants' rights [2] Group 2 - JD focuses on creating differentiated products and improving service quality to build core competitiveness, moving from "subsidy competition" to "quality and service competition" [2] - The State Administration for Market Regulation has previously urged food delivery platforms to further regulate promotional activities for a healthier industry development [2]

Core Viewpoint - On August 1, major food delivery platforms Meituan, Alibaba, and JD.com experienced stock price increases, with Meituan rising by 2.22%, Alibaba by 2.33%, and JD.com by 1.38%. This surge followed their joint statements calling for the cessation of irrational competition in the industry [1][2][9]. Group 1: Company Statements - Meituan emphasized the need to regulate promotional activities and eliminate unfair competition, aiming to establish a fair and orderly industry environment [2][3]. - Ele.me (part of Alibaba) committed to resisting malicious competition and avoiding large-scale irrational promotional activities like "0 yuan purchase," focusing instead on enhancing service quality and fostering a win-win ecosystem [4][5]. - JD.com reiterated its stance against irrational competition, promising to eliminate "0 yuan purchase" promotions and to create a transparent subsidy mechanism that allows merchants to operate independently [7][8]. Group 2: Market Context - The recent focus on delivery platform subsidies has raised significant public concern, prompting industry associations and merchants to advocate for the end of "0 yuan purchase" promotions, which are seen as detrimental to the market [7][9]. - The collective actions of these companies reflect a broader industry trend towards promoting sustainable competition and protecting the interests of small merchants and consumers [3][4][5].

Core Viewpoint - On August 1, Meituan, Alibaba, and JD.com experienced stock price increases, with Meituan rising by 2.22%, Alibaba by 2.33%, and JD.com by 1.38%. This surge is linked to their collective call to resist disorderly competition in the food delivery market [1][2]. Group 1: Company Responses - Meituan emphasized the importance of establishing a fair and orderly industry environment, pledging to regulate promotional activities and eliminate unfair competition practices [2][3]. - Ele.me, another major player, committed to enhancing service quality and resisting irrational promotional activities like "0 yuan purchase," aiming to foster a cooperative ecosystem [4][5]. - JD.com reiterated its stance against unhealthy competition, promising to standardize subsidy practices and focus on quality and service rather than aggressive discounting strategies [5][6]. Group 2: Industry Context - The food delivery market has seen significant scrutiny regarding subsidy practices, with various industry associations and merchants advocating for an end to "0 yuan purchase" promotions, which are perceived as detrimental to market stability [4][5]. - The collective efforts of these companies aim to create a sustainable business environment that benefits consumers, merchants, and delivery personnel alike, moving the focus from price competition to quality and service [3][5].

Core Viewpoint - The recent focus on delivery platform subsidies has prompted Meituan to commit to regulating promotional activities and eliminating unfair competition, aiming to establish a fair and orderly industry environment for mutual benefit and win-win outcomes [3][12]. Group 1: Meituan's Initiatives - Meituan proposes five measures to combat "involution-style" competition, emphasizing the need for a collaborative approach with all stakeholders [3]. - The company will strictly adhere to laws such as the Anti-Monopoly Law and the Anti-Unfair Competition Law when conducting subsidy activities, avoiding sales below cost that distort market signals [4]. - Meituan commits to transparently disclosing subsidy information to merchants and consumers without exaggerating the total subsidy amount [4]. - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [4]. - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, focusing on quality and service over price competition [4]. Group 2: Other Platforms' Responses - Taobao and Ele.me emphasize the importance of planning subsidies based on consumer and merchant needs, ensuring merchants' rights to know, choose, and set prices [6]. - They pledge to resist malicious competition and avoid irrational promotional activities like "0 yuan purchase," while enhancing service quality and consumer experience [6][7]. - JD.com also commits to standardizing subsidy behaviors and resisting unfair competition, focusing on quality and service rather than subsidies [9][10]. - The company aims to provide various incentives to merchants and improve delivery riders' welfare, fostering a positive ecosystem for all parties involved [10]. Group 3: Regulatory Context - The State Administration for Market Regulation has recently called on major platforms like Meituan, Ele.me, and JD.com to comply with relevant laws and regulations, promoting rational competition and a healthy industry ecosystem [12].