Core Viewpoint - Major companies in the food delivery industry, including Meituan, Taobao, Ele.me, and JD, have collectively committed to resisting malicious competition and promoting fair promotional practices to establish a healthy industry ecosystem and mutual benefits for all parties involved [1][2][3] Group 1: Meituan's Commitment - Meituan emphasizes the importance of adhering to various laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, to avoid selling goods and services at prices significantly below cost, which distorts market signals and disrupts competition [1] - The company pledges to transparently disclose subsidy information to merchants and consumers without exaggerating the total amount of subsidies [1] - Meituan will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] - The company commits to non-discriminatory practices for merchants and consumers, ensuring fairness in promotional subsidy activities and protecting the interests of small and medium-sized businesses [1] - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises [1] Group 2: Taobao and Ele.me's Initiatives - Taobao and Ele.me focus on enhancing service quality and promoting healthy competition by planning subsidies based on consumer and merchant needs, while respecting merchants' rights to information, choice, and pricing [2] - The companies will actively resist malicious competition and irrational promotional activities, such as large-scale "0 yuan purchase" campaigns, to stimulate market consumption potential and innovation [2] - They are committed to improving service quality and fostering a collaborative ecosystem that addresses core issues like merchant participation, product quality, and rider rights through a feedback system [2] Group 3: JD's Position - JD expresses its commitment to regulating subsidy behaviors and resisting harmful competition, particularly against "0 yuan purchase" promotions, to avoid creating market bubbles [3] - The company aims to establish a simple and transparent subsidy mechanism, ensuring that merchants can operate independently and participate in promotional activities voluntarily [3] - JD emphasizes the importance of enhancing service quality and creating a mutually beneficial ecosystem for consumers, merchants, riders, and platforms [3] Group 4: Market Reaction - Following the announcements on August 1, stock prices for Meituan, Alibaba, and JD saw increases, with Meituan rising nearly 3%, Alibaba over 3%, and JD more than 1% during intraday trading [3]

Core Viewpoint - Major instant retail platforms, including Meituan, Taobao Flash Sale, Ele.me, and JD, have collectively announced their commitment to resist irrational price wars and return to rational operations, emphasizing the protection of merchant rights and the promotion of orderly industry development [2][3][4]. Group 1: Company Commitments - Meituan has made five key commitments, notably to stop selling goods and services at prices significantly below cost, aiming to avoid market distortion and waste [3][4]. - Taobao Flash Sale and Ele.me have outlined four action paths, including rational planning of subsidy activities and opposing irrational promotions like "0 yuan purchase" to protect merchant profit margins [3][4]. - JD has introduced four measures to regulate platform operations, including resisting harmful subsidies and promoting differentiated competition focused on quality and service [4][5]. Group 2: Regulatory Context - The collective cooling of the price war among these platforms comes in the context of the upcoming implementation of the revised Anti-Unfair Competition Law, which will regulate "involution-style competition" in the platform sector starting October 15, 2025 [4][5]. - The new law explicitly prohibits platforms from forcing merchants to sell at below-cost prices and requires the establishment of fair competition rules and reporting mechanisms for violations [5][6]. Group 3: Market Implications - The platforms' unified stance is seen as a response to long-standing dissatisfaction among merchants and aims to signal a shift away from aggressive price competition towards a focus on quality growth [6][7]. - The effectiveness of these commitments will depend on the platforms' ability to implement transparent subsidy mechanisms and ensure merchant interests are protected, which will be crucial for restoring consumer trust [6][7].

Core Viewpoint - Multiple food delivery platforms have expressed their commitment to combatting disorderly competition, leading to a rise in stock prices for Meituan and Alibaba, which saw an increase of over 3% during trading [1] Group 1: Company Statements - Meituan published a statement titled "Prospering Industry Ecology, Resisting 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] - Alibaba's Taobao Shangu and Ele.me issued a joint statement focusing on enhancing services to promote healthy competition and stimulate consumer activity [1] - JD.com also released a statement highlighting its commitment to fulfilling both corporate and social responsibilities to build a healthy ecosystem within the food delivery industry [1] Group 2: Industry Implications - The collective statements from these companies indicate a unified stance against predatory pricing practices that lead to market waste and unhealthy competition [1] - The emphasis on responsible pricing and competition is expected to foster a more sustainable market environment for the food delivery sector [1]

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]

(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇8月1日｜"京东黑板报"发文称，近期，外卖行业补贴引发社会广泛关注，不少行业协会、商家发 声，希望停止"0元购"等内卷式补贴促销行为，构建良好行业生态，实现多方互利共赢良性发展。我们 在此承诺：规范补贴行为。京东外卖将继续坚持反内卷立场，坚决杜绝不正当竞争，抵制"0元购"等恶 性补贴，绝不以冲单量体现市场地位、制造市场泡沫。搭建简单透明的补贴机制，依法向商家和消费者 公示营销活动信息，商家可自主经营和参与促销活动。抵制恶性竞争。通过打造差异化特色菜品、提升 服务质量等，坚守品质定位，以技术赋能、供应链创新等打造核心竞争力，用产品、价格、服务赢得用 户口碑、创造长期价值，推动行业从"比补贴"回归"比品质"、"比服务"。 ...

Core Viewpoint - The article emphasizes the need for the food delivery industry to move away from aggressive subsidy practices, such as "0 yuan purchase," and to establish a healthier industry ecosystem that promotes mutual benefits and sustainable development [1][3]. Group 1: Regulation of Subsidy Practices - The company commits to standardizing subsidy practices and firmly opposes unfair competition, ensuring that marketing activities are transparent and accessible to both merchants and consumers [1][3]. - A simple and transparent subsidy mechanism will be established, allowing merchants to operate and participate in promotional activities autonomously [1][3]. Group 2: Resistance to Malicious Competition - The company aims to resist malicious competition by focusing on differentiated specialty dishes and improving service quality, thereby shifting the industry focus from "subsidy competition" to "quality competition" and "service competition" [1][3]. - Core competitiveness will be built through technological empowerment and supply chain innovation, enhancing long-term value creation for users [1][3]. Group 3: Enhancement of Service Quality - The company is dedicated to maintaining food safety and integrity in operations, continuously improving the quality of consumer experiences [1][3]. - Initiatives to combat food waste will be promoted, including reminders for consumers to order appropriately, thereby fostering an environmentally friendly approach [1][3]. Group 4: Promotion of Mutual Benefits - The company will provide various incentives to merchants, such as commission incentives, advertising support, and delivery fee subsidies, to help them operate more effectively [2][4]. - Efforts will be made to enhance the dignity and sense of gain for delivery riders, contributing to a positive cycle among consumers, merchants, riders, and the platform [2][4].

Core Viewpoint - On August 1, Meituan, Alibaba, and JD.com experienced stock price increases, with Meituan rising by 2.22%, Alibaba by 2.33%, and JD.com by 1.38%. This surge is linked to their collective call to resist disorderly competition in the food delivery market [1][2]. Group 1: Company Responses - Meituan emphasized the importance of establishing a fair and orderly industry environment, pledging to regulate promotional activities and eliminate unfair competition practices [2][3]. - Ele.me, another major player, committed to enhancing service quality and resisting irrational promotional activities like "0 yuan purchase," aiming to foster a cooperative ecosystem [4][5]. - JD.com reiterated its stance against unhealthy competition, promising to standardize subsidy practices and focus on quality and service rather than aggressive discounting strategies [5][6]. Group 2: Industry Context - The food delivery market has seen significant scrutiny regarding subsidy practices, with various industry associations and merchants advocating for an end to "0 yuan purchase" promotions, which are perceived as detrimental to market stability [4][5]. - The collective efforts of these companies aim to create a sustainable business environment that benefits consumers, merchants, and delivery personnel alike, moving the focus from price competition to quality and service [3][5].

Group 1 - Multiple platforms including Meituan, Taobao, Ele.me, and JD have issued statements committing to "regulating promotions" and implementing measures to limit subsidy behaviors [1][6] - The platforms have pledged to enhance services and promote healthy competition, with Meituan emphasizing "prospering the industry ecosystem" and resisting disorderly competition [1][6] - Following a recent regulatory meeting, platforms have shown varying degrees of marketing contraction, yet large subsidies like zero-yuan purchases and one-cent purchases continue, with merchants bearing about 70% of the subsidy costs [6][10] Group 2 - Recent commentary from major media outlets highlights that the ongoing price war in the food delivery sector is a "stock game" that fails to generate new consumer demand, leading to profit difficulties for platforms and merchants [6][10] - The upcoming "Liqiu War" (立秋大战) is anticipated to be a significant promotional period for milk tea deliveries, with platforms collectively emphasizing anti-involution policies ahead of this event [6][10] - Following the platforms' statements, the stock market reacted positively, with Meituan's stock rising by 2.22%, Alibaba's by 2.33%, and JD's by 1.38% [10]

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 - Major food delivery platforms including Meituan, Taobao, Ele.me, and JD.com have collectively announced commitments to regulate promotions and limit subsidy behaviors, aiming to establish a fair and orderly industry environment [1][3][4]. Group 1: Industry Response - On August 1, Meituan, Taobao, Ele.me, and JD.com released statements emphasizing the need to avoid selling goods and services at prices significantly below cost, which distorts price signals and disrupts market competition [3][4]. - Meituan highlighted five commitments to regulate promotional activities, including transparency in subsidy information and ensuring fair treatment of merchants [3][4]. - Taobao and Ele.me plan to focus on rational subsidy distribution, resist unhealthy competition, and enhance service quality [4]. Group 2: Upcoming Marketing Events - The upcoming "Autumn Battle" on August 7, coinciding with the traditional promotion period for milk tea, is seen as a critical time for observing the platforms' actual marketing strategies [6][10]. - Taobao has already initiated its promotional activities by inviting a celebrity to endorse its "first cup of milk tea" campaign, marking a significant marketing effort ahead of the competition [6]. Group 3: Regulatory Context - The State Administration for Market Regulation previously held discussions with major platforms, urging them to comply with relevant laws and promote healthy competition [12]. - Following these discussions, there has been a noticeable contraction in marketing activities, although some forms of substantial subsidies continue to persist [12].