记者丨孔海丽 编辑丨朱益民 "兴哥（王兴）我很尊重，（王）莆中我也很赞赏，企业家不应该变成仇人，我们民营企业都简单点， 不要把正常商业竞争变成个人恩怨。"9月16日晚间，京东集团董事局主席刘强东在京东品酒会上围绕民 营企业竞争、外卖酒旅业务布局、创业历程等话题做了全面分享。 "京东不打酒店价格战"。刘强东强调，京东进军酒旅不会让酒店从业者进一步降低价格，大概两三周后 会公布全新的酒店发展计划。 他呼吁民营企业摒弃个人恩怨，聚焦战略、信誉等良性竞争；针对平台竞争，明确支持比拼品质、安全 的"向上卷"，反对低端化、扒利润的"向下卷"。 刘强东回忆了从电脑城柜台起步，借线上转型、逆势入局家电等关键决策，将京东打造成多品类行业第 一的历程，多次强调京东进入每一个行业是"为了解决痛点"。比如，因外卖平台25%高扣点的行业痛点 入局，且为骑手足额缴五险一金，创新模式自营"七鲜小厨"带动了周边餐饮增长。 "我们所有企业该竞争竞争，靠战略、靠商业模式、靠价值创造、靠信誉赢得消费者，想太多东西其实 对企业成本都很高的。"他说。 以下为刘强东分享全文，在不改变原意的前提下经编辑： 谈企业家：不要成仇人，企业该竞争（就）竞争 我今 ...

Core Viewpoint - The competition between JD.com and Meituan in the food delivery market is intensifying, with JD.com’s founder Liu Qiangdong advocating for open communication and healthy competition rather than personal conflicts [1][3][4] Group 1: Competition Dynamics - Liu Qiangdong expressed regret over the inability to meet with Meituan's founder Wang Xing to discuss industry development, emphasizing the need for direct communication among private enterprises [1][3] - The competition between JD.com and Meituan has escalated across various dimensions, including rider recruitment, merchant acquisition, and user subsidies [3][4] - JD.com has implemented significant measures such as paying full-time delivery riders' social insurance and offering substantial subsidies to disrupt Meituan's market dominance [3][4] Group 2: Strategic Focus - Liu Qiangdong highlighted that competition should focus on strategic advantages, business models, value creation, and consumer trust, rather than personal grievances [3][4] - JD.com has set a profit margin cap of 5% for its food delivery service to prioritize service quality and user experience over profit maximization [4] - The call for open competition and potential dialogue between JD.com and Meituan may provide an opportunity to ease tensions and promote sustainable development in the food delivery industry [4]

Core Viewpoint - BYD emphasizes the importance of healthy competition in the automotive industry and advocates against negative rivalry with peers, promoting a collaborative environment for growth [1]. Group 1 - BYD's General Manager of Brand and Public Relations, Li Yunfei, calls for fans to avoid unnecessary online disputes, highlighting the company's focus on its own development rather than attacking competitors [1]. - Li Yunfei draws a parallel between BYD and the martial art "Wing Chun," stating that both value defense and do not initiate attacks, reinforcing the idea of coexistence in a large market [1]. - During this year's shareholder meeting, BYD's Chairman Wang Chuanfu reiterated the principle of not undermining competitors, asserting that only healthy competition can drive industry progress [1].

Group 1 - The core message emphasizes the importance of avoiding unnecessary online disputes within the automotive industry [2] - The company advocates for a defensive approach, aligning with the values of "Wing Chun," focusing on self-development rather than attacking competitors [2] - The statement highlights the vastness of the Chinese and global automotive markets, suggesting that healthy competition can drive industry progress while malicious attacks can harm the industry ecosystem [2]

Core Viewpoint - BYD emphasizes the importance of healthy competition in the automotive industry and advocates for avoiding unnecessary online disputes among its supporters [1] Group 1: Company Positioning - BYD's General Manager of Brand and Public Relations, Li Yunfei, calls for "Di fans" to refrain from engaging in pointless online conflicts, highlighting the company's focus on its own development rather than attacking competitors [1] - The company shares a common value with "Wing Chun," which is to prioritize defense and not initiate attacks, reinforcing its commitment to healthy competition [1] Group 2: Industry Perspective - The automotive market in China and globally is large enough to accommodate diverse players, and healthy competition can drive industry progress, while malicious attacks can harm the industry ecosystem [1] - BYD's Chairman Wang Chuanfu reiterated at the shareholders' meeting that the principle of not undermining competitors is crucial for fostering a positive industry environment [1]

Core Viewpoint - BYD emphasizes the importance of focusing on its own development and avoiding unnecessary online disputes, advocating for healthy competition in the automotive industry [1] Group 1 - BYD's General Manager of Brand and Public Relations, Li Yunfei, encourages fans to refrain from engaging in pointless online conflicts [1] - Li Yunfei compares BYD's approach to the martial art of Wing Chun, which focuses on defense rather than offense, highlighting the company's commitment to not attacking competitors [1] - The automotive market in China and globally is large enough to accommodate diverse players, promoting the idea of flourishing competition [1] Group 2 - During this year's shareholder meeting, BYD's Chairman Wang Chuanfu reiterated the principle of not undermining competitors [1]

Core Viewpoint - BYD emphasizes the importance of focusing on its own development rather than engaging in unnecessary online disputes, advocating for healthy competition in the automotive industry [1] Group 1 - BYD's General Manager of Brand and Public Relations, Li Yunfei, encourages fans to avoid pointless online conflicts, likening the company's approach to the defensive nature of Wing Chun martial arts [1] - The company believes that the vast Chinese and global automotive markets can accommodate diverse players, promoting the idea of flourishing competition to drive industry progress [1] - Chairman Wang Chuanfu reiterated at the shareholder meeting that BYD's principle is not to undermine competitors, highlighting the company's commitment to ethical competition [1]

Core Viewpoint - The Chinese food delivery industry is experiencing a new round of "subsidy wars" in the first half of 2025, with major platforms like Taobao Flash Purchase, Ele.me, Meituan, and JD Delivery offering substantial subsidies to capture market share and user traffic [1] Group 1: Impact of Subsidy Wars - The subsidy competition has stimulated food delivery orders, positively affecting penetration rates and changing consumer habits, particularly in western regions where order volumes and rider numbers have significantly increased [1] - A survey by the Beijing Cooking Association indicates that 1/3 of respondents perceive a disparity in platform subsidies favoring large chains over small merchants [1] Group 2: Advantages of Large Merchants - Large merchants benefit from mature supply chain management and operational efficiency, allowing them to respond quickly to increased order volumes and effectively utilize subsidies to attract more traffic [2] - Platforms prefer to negotiate with large merchants for subsidies due to their ability to absorb costs, leading to a bias against small merchants [2] Group 3: Consumer Behavior and Merchant Operations - Continuous low-price subsidies distort consumer price perceptions, with concerns that the end of subsidies could lead to a decline in demand [3] - The surge in orders during subsidy peaks creates operational pressures for merchants, potentially compromising customer experience and leading to lower quality due to cost-cutting measures [3] Group 4: Employment Market Fluctuations - The rapid expansion of demand has resulted in nearly 10 million riders, primarily through crowdsourcing, with significant daily increases in rider numbers reported [3] - The influx of riders has raised safety concerns, as some platforms have relaxed hiring standards, which could lead to issues once subsidies decrease and order volumes drop [3] Group 5: Resource Waste Concerns - High subsidies and low-price promotions have led to excessive consumption and operational overload for merchants, resulting in food waste and operational inefficiencies [4] - Some platforms have implemented practices that increase the burden on merchants, such as requiring them to absorb costs from unsold food due to excessive orders [4] Group 6: Recommendations for Sustainable Practices - Companies need to shift from unsustainable loss-driven subsidies to long-term value creation, focusing on service quality and supporting small merchants [5] - Enhancing corporate social responsibility is crucial, with platforms needing to balance support for small merchants and ensure rider safety through better governance and incentives [5]

Core Viewpoint - The recent subsidy war in China's food delivery industry has revealed some "aftereffects" that require attention from all sectors [2][6]. Group 1: Subsidy War Dynamics - In the first half of 2025, major platforms like Taobao Flash Purchase, Ele.me, Meituan, and JD Delivery have initiated a new round of subsidy wars to capture market share and user traffic [2]. - The subsidy competition has significantly increased order volumes and platform penetration rates, especially in western regions, leading to a rapid growth in the number of delivery riders [2][4]. - A survey by the Beijing Cooking Association indicates that one-third of respondents perceive a disparity in subsidies favoring large chains over small merchants [3]. Group 2: Impact on Merchants - Large merchants benefit from established supply chain management and operational efficiency, allowing them to respond quickly to increased order volumes [3]. - Platforms tend to favor large merchants in subsidy allocations, as they can negotiate more efficiently and bear the costs better than small merchants [3]. - Meituan has launched support strategies for small merchants, including a "10 billion support fund" aimed at increasing order volumes and merchant income [3]. Group 3: Consumer Behavior and Market Effects - Continuous low-price subsidies distort consumer price perceptions, leading to concerns about a potential decline in demand once subsidies are removed [4]. - The surge in orders during subsidy peaks can overwhelm merchants, risking customer experience and potentially leading to a decline in product quality [4]. - The rapid expansion of delivery riders, primarily through crowdsourcing, has raised safety concerns due to relaxed hiring standards by some platforms [4]. Group 4: Resource Waste Concerns - High subsidies and low-price promotions have led to excessive consumption, resulting in food waste and operational overload for merchants [5]. - Some platforms have been reported to impose additional burdens on merchants, such as requiring them to cover losses from unsold food due to excessive orders [5]. Group 5: Recommendations for Sustainable Practices - The industry needs to shift from unsustainable, loss-driven subsidies to a focus on long-term value creation, enhancing service quality, and supporting small merchants [6]. - Platforms should enhance their social responsibility, ensuring fair treatment of small merchants and prioritizing rider safety through better governance and incentives [6]. - A healthy competitive environment is essential for the sustainable development of the industry, benefiting consumers, merchants, and workers alike [6].

Core Viewpoint - Hithium Energy is facing a wave of malicious rumors and attacks, which the company strongly condemns, asserting its commitment to defend its reputation and the rights of its stakeholders through legal means [1][4]. Group 1: Company Response - The chairman of Hithium Energy, Wu Zuyu, issued a letter to all employees, denouncing the spread of false information and calling for unity among employees to protect the company's hard-earned achievements [2][3]. - The company has begun collecting evidence against the sources of these rumors and intends to pursue legal action against those responsible for spreading malicious information [4]. Group 2: Company Achievements - Hithium Energy has made significant progress in the energy storage sector, achieving a global top 2 position in power storage in the first half of 2023, following a top 3 ranking in battery shipments in the previous year [3]. - The company has developed innovative products, including the world's first 1000Ah long-duration energy storage product, and plans to launch a new 587Ah product in 2024, showcasing its commitment to technological advancement [3]. Group 3: Industry Perspective - The chairman emphasized the need for companies in the industry to adhere to competitive ethics and focus on technological innovation rather than engaging in malicious smear campaigns [4]. - The letter highlights that Hithium Energy is not the first company to face such attacks, indicating a broader issue within the industry that requires a return to healthy competition [4].