Core Viewpoint - Meituan is preparing a new instant retail project called "Campus Mini Warehouse" targeting university campuses to meet the growing demand for instant consumption among students [1] Group 1: Project Overview - The project involves setting up small lightning warehouses on or near campuses to cover high-frequency needs such as snacks, beverages, stationery, and daily necessities [1] - The aim is to achieve "instant ordering and fast delivery" to cater to students' needs [1] Group 2: Market Demand - There is a significant increase in the demand for instant consumption of snacks and daily necessities among the student demographic [1] - Traditional retail models face challenges such as fragmented supply, limited service hours, and insufficient price competitiveness, making it difficult to fully meet students' diverse instant needs [1] Group 3: Strategic Approach - Meituan's solution focuses on optimizing a localized service network with core principles of "convenience, low price, and variety" [1] - The strategy is designed to fulfill students' core demands for "rapid response and flexible choices" [1]

从8月1日四大平台的声明来看，其共同点是指向规范补贴行为、反对内卷、提升服务质量等内容，而这 些内容与此前的监管要求基本一致。 "从长期来看，不能仅靠补贴培养消费者长期消费习惯，需要平台建立更完善、高效的系统，维护商家 与消费者权益。"陈涛表示，消费者急需的不仅是低价，还有时效、精准匹配等增值服务。平台要结合 消费者需求（如实效、高效精准匹配等）与商家利益，共同做大市场。 "起锚"餐饮 "驶向"万亿级市场 美团、淘宝、饿了么、京东8月1日先后发布声明表示，坚决抵制恶性竞争，坚决规范促销行为，杜绝不 正当竞争行为，推动建立公平有序行业生态，促进各方互利共赢。此前，市场监管总局约谈饿了么、美 团、京东三家平台企业，要求严格落实主体责任。 监管约谈和行业自律为"外卖大战"按下了暂停键，但各方围绕即时零售的"马拉松"仍在进行。受访人士 表示，各平台外卖补贴、免单等措施，意在即时消费习惯和场景的培养，从而带动更广阔的非餐类万亿 级即时零售市场。随着行业竞争趋于理性，在打法上有所创新的平台、第三方即配等"玩家"有望夺取更 多市场份额。 重建公平有序的行业生态 7月以来，美团、淘宝闪购、京东等外卖平台不断加码补贴力度和免单 ...

但补贴大战同时也引起了广泛质疑：商家增收不增利，还得疲于应对；消费者失去理性，造成浪费和健康等问题。 7月18日，市场监管总局约谈各方，要求其规范促销、理性竞争，不过战火并未就此平息。 专题：外卖补贴大战持续升温 外卖补贴大战终于要"刹车"了。 8月1日，美团、淘宝闪购/饿了么，以及京东先后发声，表示将规范补贴行为，不做非理性促销活动。 7月，外卖行业爆发有史以来最大规模的补贴战。据报道，淘宝闪购仅在7月12日当天就补贴超过12亿元，美团也投入了3-4亿元作为补贴，以此分 别换来了8000万和1.2亿的历史订单新高。 多位餐饮商家对中国新闻周刊表示，近段时间来，平台的补贴力度并无明显缓和，收到的"入不敷出"订单依旧不少；而如果拒绝补贴低价机制， 就得不到推荐，导致流量下滑，进而订单减少。 具体到淘宝闪购这边，一边是其多次强调"始终按照市场规律运营""保障商家实收和盈利空间"；一边是有商家订单越多亏得越多的现实。究其原 因，阿里无法输掉这场即时零售战争。 那么问题来了：补贴大战刹车后，作为进攻一方，同时也是相对弱势一方的淘宝闪购，要如何追赶美团？ 商家"亏麻了" "每时每刻都在想着如何亏得少一点。" 7月以来， ...

Core Viewpoint - Major platforms including Meituan, Taobao, Ele.me, and JD.com have collectively announced their commitment to resist malicious competition and promote fair industry practices, following regulatory discussions with the State Administration for Market Regulation [1] Group 1: Industry Competition and Regulation - The recent regulatory talks have temporarily paused the "takeout war," but competition in the instant retail sector continues, with platforms focusing on cultivating consumer habits and expanding into the trillion-level non-food instant retail market [1] - Platforms are increasing investments in instant retail and takeout to attract more traffic and users, with significant subsidies expected to stimulate retail activity among offline merchants and consumer engagement [2] - The common themes in the statements from the four major platforms include the need to regulate subsidy behaviors, oppose internal competition, and enhance service quality, aligning with previous regulatory requirements [1][2] Group 2: Market Potential and Consumer Behavior - The instant retail market in China is projected to exceed 2 trillion yuan by 2030, with the competition initially centered around food delivery but aiming to expand into various non-food categories [2] - The competition in instant retail is driven by the need to establish consumer habits and scenarios, with a focus on categories like supermarkets, cosmetics, and electronics [2] - The new generation of consumers, particularly the "Z generation," demands immediate satisfaction, influencing the shift towards instant retail [3] Group 3: Strategic Differentiation Among Major Players - Alibaba, Meituan, and JD.com are adopting differentiated strategies based on their strengths, with Alibaba leveraging its vast product resources and user base, JD.com focusing on supply chain advantages, and Meituan extending its food delivery strengths to all categories of instant retail [3] - The collaboration between brands, platforms, and logistics is evolving, with many brands building their own membership systems and private channels to reduce reliance on major platforms [4] Group 4: Role of Third-Party Delivery Services - Third-party delivery services are expected to gain growth opportunities due to the increasing complexity of fulfillment and the need for neutral positioning in the market [5] - As brands seek to integrate cross-platform traffic and face high self-delivery costs, the value of third-party delivery infrastructure is becoming more prominent [5]

Group 1 - Major food delivery platforms, including Meituan, Ele.me, and JD, have called for a halt to irrational competition and excessive subsidies, emphasizing the need for a fair and orderly industry environment [2][4][6] - The National Development and Reform Commission has announced plans to regulate low-price competition and guide companies towards rational pricing to promote orderly competition in the market [8] - The recent subsidy wars have led to significant increases in consumer health issues, with reports of emergency room visits rising due to excessive consumption driven by promotional activities [9][10] Group 2 - The competition among platforms has intensified, with a reported investment of 25 billion yuan in the second quarter alone, indicating a fierce battle for market share in the instant retail ecosystem [11] - Platforms are adopting various strategies to enhance service and operational efficiency, such as Meituan's dynamic subsidy model and JD's focus on quality dining, while also facing the challenge of sustaining these subsidy costs in the long term [12] - Experts suggest that the unsustainable nature of the subsidy wars may lead to a shift towards service premium models, urging platforms to better meet consumer needs and stimulate merchant engagement for industry growth [12]

Core Viewpoint - The Chinese government emphasizes the need to effectively unleash domestic demand and implement actions to boost consumption, with a focus on the growth of instant retail as a new business model that integrates online and offline services [1] Group 1: Market Potential and Challenges - The instant retail market in China is expected to exceed 2 trillion yuan by 2030, indicating significant growth potential [1] - However, the industry faces challenges due to "involutionary" low-price subsidy strategies that threaten the health of the retail ecosystem and the survival of offline businesses [1][2] - Many merchants report that low-price strategies lead to high sales but significantly reduce profit margins due to operational costs [2] Group 2: Regulatory and Industry Responses - The China Chain Store & Franchise Association has called for the regulation of low-price subsidy competition to maintain market order and protect consumer rights [2][3] - The National Market Supervision Administration has urged major platforms to adhere to laws and regulations, promoting a healthy ecosystem for all stakeholders involved [3] - Major platforms like Meituan, Taobao, Ele.me, and JD have publicly advocated for resisting disorderly competition [3] Group 3: Balancing Pricing and Value - The current pricing strategies are altering the price system, making it difficult for businesses to enhance quality and innovate [4] - The industry is encouraged to shift from scale competition to value creation, focusing on sustainable business practices [6][8] - A balanced approach to pricing and flow is essential for controlling costs and maintaining customer loyalty [5] Group 4: Technological and Operational Innovations - The industry is exploring technological empowerment of supply chains, optimizing user experiences, and creating win-win models for sustainable development [1][7] - There is a strong emphasis on improving logistics efficiency and service quality through better warehouse management and customer service systems [6][7] - The integration of consumer behavior data analysis is seen as a way to enhance demand forecasting and supply chain optimization [7] Group 5: Future Directions - The industry is urged to establish a "triangular support system" that includes cold chain storage and cloud warehouses to improve logistics efficiency [7] - Platforms are encouraged to focus on quality enhancement rather than engaging in price wars, which can harm long-term sustainability [8] - The goal is to transform delivery services from a burden into a growth driver for businesses, allowing them to focus on product quality and customer service [9]

Core Viewpoint - Major Chinese e-commerce platforms, including Meituan, JD.com, Taobao Flash Sale, and Ele.me, have collectively announced their commitment to resist malicious competition and promote fair industry practices, aiming for a healthy and sustainable development of the food delivery sector [1][2][3]. Group 1: Company Commitments - Meituan has pledged to adhere strictly to various laws, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, ensuring that subsidy activities do not distort market prices or harm small merchants [1]. - JD.com emphasizes the importance of a transparent subsidy mechanism and aims to eliminate harmful practices like "0 yuan purchase" promotions, focusing instead on quality and service differentiation [2]. - Taobao Flash Sale and Ele.me have committed to rationally planning subsidies based on consumer and merchant needs, ensuring merchants' rights to participate and set prices are respected [3]. Group 2: Industry Trends - The industry is moving away from capital-intensive competition towards a model driven by technology and supply chain optimization, with a focus on enhancing consumer experience and merchant profitability [4][5]. - Regulatory frameworks are expected to evolve, balancing consumer rights, merchant profits, and rider welfare, promoting a sustainable ecosystem [4][5]. Group 3: Regulatory Context - The State Administration for Market Regulation has urged major platforms to comply with relevant laws and to rationally engage in competition, fostering a win-win ecosystem for consumers, merchants, and delivery riders [5].

Core Insights - The competitive landscape in China's internet sector is intensifying, particularly in the instant retail space, with major players like JD and Alibaba launching significant subsidies to challenge Meituan's dominance [2] - Meituan is currently in a defensive position, struggling to respond to aggressive competition from rivals encroaching on its core business [2] Group 1 - The summer of 2025 is expected to see heightened competition in China's internet market, with JD and Alibaba deploying substantial financial resources to penetrate Meituan's territory [2] - The ongoing competition is likened to a "Three Kingdoms" battle, indicating a fierce struggle among the major players in the instant retail sector [2] - Meituan's strategy may need to evolve beyond traditional defensive tactics to effectively counter the aggressive moves of its competitors [2]

以下文章来源于表外表里 ，作者洞见数据研究院 表外表里 . 洞见数据研究院 来源丨表外表里 （ID： excel-ers ） 作者丨 陈梓洁 严贝贝 编辑丨 曹宾玲 图源丨Midjourney 外卖大战期间，齐贤的线上超市也爆单了。 日订单量直接翻两倍至1000+，店员两眼一睁就是拣货，每天都干到崩溃。"但再辛苦也值得！"他兴 奋道。 与哭天喊地的餐饮商家不同，齐贤并没有陷入烧钱的泥潭，同样10块钱的补贴，餐饮商家要补贴6 块，他只需要补2块。 最火热的时候，一天光毛利就有6000元。 | | 离品销售额(2) | | 配送费(1) | 目 门店萌细 2025.07.15 | V | 全部盈亏 ▼ | 全部渠道 ▼ | | --- | --- | --- | --- | --- | --- | --- | --- | | 有效订单全额(2 | 42,977.75 年回比4 == 法文�118.51% | | 7,317.50 年回忆 # m . 88076% | | | | | | 51,528.45 | 包装费 3 | | 国对会顺(3) | | | | | | 年開火 * = 环比 * 17.13% | ...

统计学者许宪春认为，即时零售平台在推动消费性服务业发展的过程中扮演关键角色。特别是在网络渗透率不断提高、消费和服务业作为经济增长新引擎 的背景下，即时零售平台不断发展，持续推动着整个社会的"帕累托改进"，其平稳健康发展对经济社会的发展具有重要意义。 中国国际经济交流中心理事会秘书长张永军表示，服务消费有着更大的提升空间。当前和今后一个时期，我国正处在服务性需求潜力较快释放的阶段。我 国居民尤其是城镇居民的服务性消费意愿比较强，亟待通过发展相关产业来满足居民消费需求。 近年来，随着互联网技术的发展和消费者需求的多样化，即时零售作为一种新兴业态，呈现出蓬勃发展的态势。即时零售通过"线上下单+本地供给+即时 配送"的模式，不仅推动电商平台从"送外卖"到"送万物"的转型，拉动内需增长，也极大地满足了消费者对购物便捷性和时效性的需求。 特别是今年以来，电商平台纷纷投入即时零售市场，在原有业态的基础上，开始形成具有新型服务业电商特征的"大消费平台"模式，短期内出现了在外卖 领域的消费热点现象，长期看为餐饮和服务消费打开了新的想象空间。 为深度探讨这一现象背后的行业趋势，中国外文局亚太传播中心（人民中国杂志社、中国报道杂志 ...