Group 1 - The core viewpoint of the article indicates that JD.com and Meituan are expected to experience the most significant downward adjustment in profitability for the second quarter of this year, primarily due to increased competition in the online trading platform sector [1] - The report highlights that multiple platforms are investing over 10 billion RMB in the food delivery and instant retail sectors to develop logistics fulfillment systems, enhance user awareness, and change consumption habits [1] - The article notes that the ongoing subsidies during the summer tea and coffee sales peak are likely to continue, further impacting profitability forecasts for the mentioned companies [1]