Core Viewpoint - The major food delivery platforms in China, including Meituan, Ele.me, and JD, have announced a joint effort to resist "involution" competition and promote a healthier industry ecosystem following intense subsidy wars and regulatory scrutiny [1][4]. Group 1: Industry Response to Competition - The three platforms have expressed a commitment to standardizing subsidy practices, opposing involution, and enhancing service quality, aligning with previous regulatory requirements [4]. - The State Administration for Market Regulation recently urged these platforms to comply with various laws, including the E-commerce Law and the Anti-Unfair Competition Law, to foster a win-win ecosystem for consumers, merchants, delivery riders, and platform companies [4]. Group 2: Specific Stances on Subsidies - JD has stated its position against "0 yuan purchase" and other harmful subsidies, emphasizing the need for a transparent subsidy mechanism and the importance of not inflating market status through order volume [6]. - Meituan has outlined four specific guidelines for subsidy activities, including compliance with laws, not selling below cost, ensuring fair participation for merchants, and maintaining transparency in subsidy information [7][8][9]. - Ele.me has committed to avoiding large-scale "0 yuan purchase" promotions and will focus on reasonable subsidy distribution while respecting merchants' rights [10]. Group 3: Enhancing Service Quality and Cooperation - JD aims to improve service quality by promoting food safety and encouraging responsible consumption, while also providing various incentives to merchants and enhancing rider welfare [12][13]. - Ele.me plans to enhance service quality through diversified consumer experiences and ongoing communication with merchants to optimize operations [14][15]. - Meituan emphasizes the importance of a balanced ecosystem among consumers, merchants, and riders, aiming to improve rider income stability and reduce operational costs for merchants [16][17].

Core Viewpoint - The recent focus on delivery platform subsidies has prompted major players in the industry, including Meituan, Ele.me, and JD, to commit to regulating promotional activities and fostering a fair competitive environment to ensure mutual benefits for all parties involved [1][3][5]. Group 1: Company Commitments - Meituan emphasizes the importance of adhering to laws and regulations regarding subsidies, ensuring that merchants have the autonomy to set prices without coercion [1]. - Ele.me and Taobao Shanguo pledge to resist malicious competition and focus on rational subsidy distribution based on consumer and merchant needs [3]. - JD commits to a transparent subsidy mechanism, resisting "0 yuan purchase" promotions and focusing on quality and service rather than just subsidies [6][7]. Group 2: Industry Collaboration - All companies are calling for industry-wide cooperation to build a healthy ecosystem, with initiatives like listening sessions to address core issues such as merchant participation and rider rights [3][8]. - JD aims to enhance service quality and promote responsible consumption by encouraging customers to order appropriately, thereby reducing food waste [7][8]. - The industry is collectively working towards creating a win-win situation for consumers, merchants, and delivery personnel, ensuring a sustainable and positive cycle within the delivery ecosystem [8].