出品|凤凰网财经《封面》 主持人丨张涛 制片人|李念雪 当小鹏P7与小米SU7在市场上"短兵相接"，但在何小鹏看来，这并非一场需要你死我活的战争。在凤凰网财经《封面》对话中，何小鹏表示"如果将来只有 5家，我更愿意是兄弟的公司"，因为"有序的竞争是才最佳的"。何小鹏坦言，无论是劝雷军造车，还是公司数次关键的技术抉择，自己"从不后悔"。在他 眼中，直面问题、总结复盘，远比沉溺于过去更有价值——因为"每个人的人生都是直面无数问题成长"。 何小鹏 ：我觉得这是一个非常正常的。如果将来只有5家，我相信我们更愿意兄弟的公司。起码我们的竞争我们觉得是有序的。这就是我当时也期待雷 总，期待小米能够进入这个行业。我觉得是他们只是早跟晚，但是一定会进入，而且是有机会的。互相有序地竞争是最佳的。 凤凰网财经《封面》： 当年其实是你力劝雷军造车的吗？ 何小鹏： 那不是，那肯定是雷军以他的角度去思考，我只是其中可能敲敲边鼓的人。 凤凰网财经《封面》 ：算"推了一把"。那现在面对这种竞争，有没有某个时刻会觉得说当时还是不应该劝他造车？ 何小鹏 ：都没有，我是一个蛮奇特人。我会定期总结，如果我回到了以前，比如说一年前，我该怎么变化？因为 ...

Core Viewpoint - Major food delivery platforms including Meituan, JD, Taobao Flash Sale, and Ele.me collectively called for a halt to disorderly competition in the industry, emphasizing the need for fair promotional practices and sustainable business practices [1][2][3] Group 1: Company Commitments - Meituan pledged to strictly regulate promotional activities, avoid selling below cost, and ensure fair treatment of merchants and consumers [1] - JD committed to resisting unhealthy competition practices such as "0 yuan purchase" and emphasized transparency in marketing activities for merchants and consumers [2] - Taobao Flash Sale and Ele.me promised to rationally plan subsidies, respect merchants' rights, and ensure clear promotional information for consumers [2] Group 2: Industry Context - The recent "food delivery war" has led to concerns over unsustainable practices, including low merchant profits and declining food quality due to excessive order volumes [3] - The State Administration for Market Regulation has previously summoned these platforms to enforce compliance with laws and promote fair competition [3]

Core Viewpoint - Multiple food delivery platforms, including Meituan, Taobao Flash, Ele.me, and JD.com, have issued statements calling for the resistance of disorderly competition in the industry, particularly in response to recent concerns over subsidies [1] Group 1: Industry Statements - Meituan emphasizes the need to standardize promotional behaviors and eliminate unfair competition, aiming to establish a fair and orderly industry environment for mutual benefits [1] - Taobao Flash and Ele.me highlight their commitment to enhancing service and promoting healthy competition, focusing on the integration of physical and service consumption while ensuring transparency and mutual benefits [1] - JD.com stresses the importance of fulfilling both corporate and social responsibilities, advocating for the cessation of "0 yuan purchase" and other aggressive promotional practices to foster a healthy industry ecosystem [1]

Core Viewpoint - Major food delivery platforms including Meituan, JD.com, Ele.me, and Taobao Shanguo have jointly expressed their commitment to resisting disorderly competition and promoting a fair and orderly industry environment [1][3][5]. Group 1: Company Commitments - Meituan emphasizes the importance of regulating promotional activities and eliminating unfair competition, aiming to foster a mutually beneficial ecosystem within the food service industry [1]. - JD.com calls for an end to "0 yuan purchase" and similar promotional practices, advocating for a healthy industry ecosystem that supports win-win development [3]. - Ele.me and Taobao Shanguo plan to enhance the integration of physical and service consumption while promoting technological upgrades and business innovation [5]. Group 2: Specific Measures - Meituan commits to not selling goods and services at prices significantly below cost, which distorts price signals and disrupts market competition [7]. - The company will ensure transparency in subsidy activities, protecting merchants' pricing autonomy and adhering to non-discriminatory principles [7][8]. - JD.com aims to build core competitiveness through differentiated specialty dishes and improved service quality, leveraging technology and supply chain innovation [7]. Group 3: Regulatory Context - The State Administration for Market Regulation previously held discussions with Meituan, JD.com, and Ele.me, urging them to comply with laws and regulations while rationally participating in competition [9]. - In May, the regulatory body had already addressed prominent issues in the food delivery industry, indicating ongoing scrutiny of competitive practices [9].

Core Viewpoint - The recent focus on delivery platform subsidies has prompted Meituan and other companies to commit to establishing a fair and orderly industry environment, promoting mutual benefits and sustainable development in the food service sector [2][8]. Group 1: Meituan's Initiatives - Meituan has outlined five measures to regulate promotional activities, including strict adherence to relevant laws such as the Anti-Monopoly Law and the Anti-Unfair Competition Law [2]. - The company will ensure transparency by publicly disclosing subsidy information to merchants and consumers without exaggerating the total subsidy amount [2]. - Meituan will not force or indirectly compel merchants to participate in subsidy activities, thereby safeguarding their pricing autonomy [2]. - The company commits to non-discriminatory practices for merchants and consumers, ensuring fairness in promotional activities and protecting the interests of small merchants [2]. - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, focusing on quality and service rather than just price competition [2]. Group 2: Other Platforms' Commitments - Taobao and Ele.me have pledged to enhance service quality and promote healthy competition by planning subsidies based on consumer and merchant needs, while respecting merchants' rights [5]. - They will actively resist malicious competition and irrational promotional activities, ensuring that merchants' earnings and market operations are respected [5][8]. - JD's delivery service has also committed to standardizing subsidy behaviors and resisting "0 yuan purchase" promotions, focusing on quality and service differentiation [8]. - All platforms emphasize the importance of improving service quality and consumer experience while promoting responsible consumption and reducing food waste [8][9]. Group 3: Regulatory Context - The State Administration for Market Regulation has urged Meituan, Ele.me, and JD to comply with laws such as the Electronic Commerce Law and the Anti-Unfair Competition Law, emphasizing the need for rational competition and a healthy industry ecosystem [11].

Core Viewpoint - The takeaway from the articles is the collective commitment of major food delivery platforms to curb irrational competition and promote a healthier industry ecosystem through standardized promotional practices and enhanced service quality [1][2]. Group 1: Company Commitments - Meituan has publicly committed to regulating promotional activities, ensuring compliance with antitrust laws, and not selling below cost [1]. - Ele.me and Taobao have pledged to respect merchants' rights and avoid irrational promotions like "0 yuan purchases," focusing instead on improving delivery efficiency and service experience [1]. - JD.com has announced its strategy to resist vicious competition by enhancing product quality and service, aiming to shift the focus from subsidies to quality and service [2]. Group 2: Regulatory Environment - The Chinese regulatory authorities have previously intervened, with the State Administration for Market Regulation (SAMR) conducting discussions with major platforms to ensure fair competition and lawful operations [2]. - Multiple provincial and municipal restaurant industry associations have issued statements urging food delivery platforms to cease "involution-style" competition, indicating a broader industry push for reform [2].

Core Viewpoint - Multiple food delivery platforms have publicly committed to resisting disorderly competition and promoting a healthy industry ecosystem, emphasizing the importance of quality and service over price competition [1][2]. Group 1: Company Commitments - Meituan has pledged to strictly adhere to antitrust laws, ensure promotional activities are transparent, and protect merchants' pricing autonomy while fostering a win-win ecosystem for consumers, merchants, and delivery personnel [1]. - Ele.me and Taobao have also expressed their commitment to rationally plan subsidies based on consumer and merchant needs, respect merchants' rights, and enhance delivery efficiency and service experience [1]. - JD.com has vowed to resist vicious competition by focusing on differentiated offerings and improving service quality, aiming to shift the industry focus from subsidies to quality and service [2]. Group 2: Regulatory Environment - The regulatory authorities have already intervened in the competition among food delivery platforms, with the State Administration for Market Regulation conducting discussions with major players like Meituan, Ele.me, and JD.com to ensure fair competition [2]. - In July, the market regulator reiterated the need for these platforms to further standardize promotional activities and engage in rational competition [2]. - Over ten provincial and municipal catering industry associations have issued initiatives calling for an end to "involution-style" competition among food delivery platforms [2].

Group 1 - Multiple food delivery platforms, including Meituan, Taobao Flash, and Ele.me, have called for a resistance against disorderly competition in the industry [1] - Meituan published an article titled "Prosper the Industry Ecosystem, Resist 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] - Taobao Flash and Ele.me also released a statement advocating for continuous service improvement to promote healthy competition and stimulate consumer activity [1]