8月6日，立秋前夕，全国百万美团骑手收到"秋天第一杯奶茶"。记者联系到美团相关负责人，对方证实，美团联合二十多家头部茶饮品牌，共计发放约270 万杯奶茶，近期在美团配送完成过订单的骑手都可获得，由于短时发放量级较大，目前还在分批推送中。同日，在北京、上海、长沙等20多座城市，美团在 骑手之家、核心商圈、骑手站点等多场景举办活动，现场为骑手送出奶茶，开展互动体验送福利。 型 中 区 Eall CD 2:30 E ENA 影美团外家 切系券已发放 去享用 条爱的骑手: 秋奶即将忙碌起来，您已收到用户点赞！今 1 B 这杯知东，请您先"甜",让我们一起云碰 1 杯吧! 辛苦啦! E 照明 易美国外交 美团联合二十多家头部茶饮品牌，共计发放约270万杯奶茶。摄影：李大金 "平时都是我给别人送奶茶，没想到这次给我'送'奶茶，这是我第一次喝霸王茶姬，这个福利很惊喜。"在北京朝阳大悦城的快闪活动现场，骑手米成杰说 道。来自河南的米成杰，来北京已经八年了，目前在美团担任乐跑骑士长，而在美团当骑手的这份工作，也给他的生活带来了巨大的变化。 "我之前干过厨师，还卖过服装，做过销售，后来了解到外卖骑手收入高，我就来北京了，试了试几 ...

Core Insights - The rise of part-time delivery riders, including office workers and students, is reshaping the food delivery landscape, driven by the increasing demand for delivery services during peak hours [1][18][22] - The gig economy model allows these riders to work flexibly, choosing when to accept orders, which appeals to many who seek additional income or a new experience [12][21][22] Group 1: Part-time Delivery Riders - Part-time delivery riders, known as "crowd-sourced riders," have lower entry barriers compared to full-time riders, making it an attractive option for many [2][18] - The onboarding process for crowd-sourced riders includes completing identity verification and online training, which covers essential topics like food safety and delivery protocols [2][4] - Many part-time riders are motivated by factors beyond income, such as fitness, exploring the city, or simply enjoying the ride [12][14][16] Group 2: Economic Impact - The ongoing "delivery wars" have significantly increased the volume of food delivery orders, leading to a shortage of delivery capacity [19][22] - Data indicates that platforms like Hummingbird and Meituan have seen substantial growth in daily active users (DAU), with Hummingbird's DAU increasing over 200% since April 2025 [19] - The influx of part-time riders helps alleviate the pressure on delivery platforms by handling overflow orders during peak times, thus supporting the overall delivery ecosystem [18][19] Group 3: Rider Experience - The experience of part-time riders varies, with some enjoying the flexibility and immediate feedback from their work, while others face challenges such as difficult weather conditions and logistical issues [7][8][16] - Riders often find the work rewarding, as it allows them to engage with their city and its residents, providing a sense of contribution to the community [16][22] - The gamification of the delivery process, with rewards and incentives, can lead to an addictive experience for some riders [15][21]

本来以为现在的外卖大战都是商家平台用命扛，结果还真有人赚到了钱！就在这片卷疯了还要装没事的 战场里，京东外卖上线4个月悄悄干到了2500万单，市场占有率31%，还以为是掏空底裤的拼死一搏， 没想到竟是重塑未来的逆天改命。不把堂食当牺牲品，不用品质为冲单量买单，更不靠竞价去追求没有 未来的市场泡沫，及时终止这场劣币驱逐良币的闹剧，把商家从补贴泥潭里拽出来带飞。今天就带大家 看看京东外卖到底靠着什么"邪修"做到了商家敢上、消费者也买账？ ...

Core Viewpoint - Meituan has launched a new round of "No Running Red Lights Safety Incentive Activity" in cities like Dongguan, Tianjin, Shanghai, and Changsha to enhance delivery riders' traffic safety awareness through cash rewards [2][4]. Group 1: Incentive Program Details - Riders can earn an additional 1 to 1.5 yuan per order for not running red lights, potentially increasing their monthly income by over 1,000 yuan [2]. - During the first week of participation, some riders reported earning over 600 yuan in extra incentives, with others receiving more than 1,000 yuan [4]. - Over 3,000 riders in Dongguan voluntarily signed up for the program, wearing custom uniforms that state "I promise not to run red lights" to promote accountability [4]. Group 2: Previous Initiatives and Results - Earlier this year, Meituan conducted pilot programs in cities like Jinan, Quanzhou, Huizhou, and Baotou, where riders maintaining a zero red-light record received "Waiting for the Light Award," with weekly earnings increasing by over 400 yuan [4]. - In the pilot cities, more than 20,000 riders received rewards, and the incidence of running red lights decreased by 26% [4]. - Meituan has distributed over 1 million smart helmets nationwide, featuring high-strength shells and smart voice assistants to enhance rider safety [4].

Core Viewpoint - JD.com plans to open 10,000 self-operated takeaway stores named "Qixian Xiaochu," which has sparked controversy regarding its impact on small businesses and the role of platforms in the market [1][6]. Group 1: Impact on Small Businesses - The move by JD.com is seen as a threat to millions of small family-run businesses, with critics arguing that it represents monopolistic behavior rather than innovation [1][6]. - The introduction of "ghost takeaways" as a target for JD.com raises questions about the fairness of its competition, as many legitimate small businesses may be unfairly categorized as such [2][3]. - The new "immediate pickup restaurant" label allows previously excluded small businesses to re-enter the market, but this change appears to be tailored to benefit JD.com's new business model [5][6]. Group 2: Competition and Fairness - JD.com's entry into the self-operated takeaway market is likely to create direct competition with small restaurants that rely on the platform for traffic, raising concerns about unfair competition [6][8]. - Critics argue that JD.com controlling both the traffic and participating in the market could lead to data misuse and unfair advantages over smaller competitors [6][8]. - The lack of clear regulatory standards for platform self-operation versus neutral governance remains a significant concern for the industry [6][8]. Group 3: Financial Viability and Market Strategy - The takeaway industry is characterized by high costs and low profit margins, with delivery costs accounting for 60%-70% of expenses, making profitability challenging even for established players like JD.com [7][8]. - JD.com's first-quarter 2025 financial report indicated a significant operating loss in its new business segment, including takeaway services, highlighting the financial risks involved [7][8]. - The strategy of self-operated takeaways may be more about creating a narrative in a post-subsidy environment rather than addressing food safety issues, as the industry faces ongoing challenges from price wars and market saturation [8][9].

外卖平台纷纷发文，呼吁抵制恶性竞争、规范促销补贴！ 8月1日上午，美团发文《繁荣行业生态，抵制无序竞争》，淘宝闪购及饿了么发文《持续提升服务 推动良性竞争 激发消费烟火气》，京东 发文《践行主体责任和社会责任 共建外卖行业健康生态》，承诺将抵制恶性竞争、规范促销补贴、提升服务质量。 美团官微发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有 序行业秩序，促进各方互利共赢。承诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。其中包括， 开展补贴活动严格遵守相关法律法规，依法向商家和消费者公示补贴信息，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权 等。 美团方面称，愿意和各方一起，务实行动，共同抵制"内卷式"竞争，把更多宝贵的资源，用到做好服务体验，改善商户经营，保障骑手权 益，推进科技创新，参与国际竞争，促进行业高质量发展的刀刃上。 美团发文抵制无序竞争 淘宝App同日上午也在规则中心上线声明，承诺将构筑公平透明、各方共赢的机制。包括从消费者和商家需求出发，合理规划发放补贴；坚 决抵制恶性竞争，不做大规模" ...

Core Viewpoint - The recent focus on delivery platform subsidies has prompted Meituan to commit to regulating promotional activities and eliminating unfair competition, aiming to establish a fair and orderly industry environment for mutual benefit and win-win outcomes [3][12]. Group 1: Meituan's Initiatives - Meituan proposes five measures to combat "involution-style" competition, emphasizing the need for a collaborative approach with all stakeholders [3]. - The company will strictly adhere to laws such as the Anti-Monopoly Law and the Anti-Unfair Competition Law when conducting subsidy activities, avoiding sales below cost that distort market signals [4]. - Meituan commits to transparently disclosing subsidy information to merchants and consumers without exaggerating the total subsidy amount [4]. - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [4]. - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, focusing on quality and service over price competition [4]. Group 2: Other Platforms' Responses - Taobao and Ele.me emphasize the importance of planning subsidies based on consumer and merchant needs, ensuring merchants' rights to know, choose, and set prices [6]. - They pledge to resist malicious competition and avoid irrational promotional activities like "0 yuan purchase," while enhancing service quality and consumer experience [6][7]. - JD.com also commits to standardizing subsidy behaviors and resisting unfair competition, focusing on quality and service rather than subsidies [9][10]. - The company aims to provide various incentives to merchants and improve delivery riders' welfare, fostering a positive ecosystem for all parties involved [10]. Group 3: Regulatory Context - The State Administration for Market Regulation has recently called on major platforms like Meituan, Ele.me, and JD.com to comply with relevant laws and regulations, promoting rational competition and a healthy industry ecosystem [12].

Core Viewpoint - Meituan emphasizes the need for fair competition and a healthy industry ecosystem, committing to regulate promotional activities and avoid unfair competition practices [1] Group 1: Regulatory Compliance - Meituan will strictly adhere to various laws including the Anti-Monopoly Law, Anti-Unfair Competition Law, E-Commerce Law, Price Law, and Anti-Food Waste Law when conducting subsidy activities [1] - The company will not sell goods and services at prices significantly below cost to avoid distorting price signals and disrupting market order [1] Group 2: Transparency and Fairness - Meituan commits to transparently disclosing subsidy information to merchants and consumers without exaggerating the total amount of subsidies [1] - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] Group 3: Ecosystem Development - Meituan aims to create a win-win ecosystem involving consumers, merchants, delivery riders, and platform enterprises, while listening to merchants' feedback to reduce their operational costs [1] - The focus will shift from competing on price to competing on quality and service, promoting a balanced development between takeout and dine-in services [1] - The company is dedicated to improving the rights and protections of delivery riders, aiming to stabilize their income and employment conditions [1]

Core Viewpoint - Meituan emphasizes the importance of regulating promotional activities on its food delivery platform to ensure fair competition and a healthy industry ecosystem [1] Company Actions - Meituan has committed to strictly adhering to relevant laws and regulations regarding subsidy activities [1] - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] Industry Impact - Meituan calls for the industry to collaboratively build a good ecosystem that promotes the standardized and sustainable development of the food service sector [1] - The company aims to eliminate unfair competition practices and foster mutual benefits among all parties involved [1]

Core Viewpoint - Recent incidents in Chongqing highlight fraudulent activities where individuals impersonate delivery riders to solicit donations through emotional appeals, prompting police warnings for public vigilance against QR code scams [5][6]. Group 1: Fraudulent Activities - Criminals have been reported using fake identities and fabricated stories to gain sympathy, employing tactics such as kneeling and singing to lure citizens and tourists into scanning QR codes for donation scams [5][6]. - A specific case involved a man dressed in a Meituan delivery uniform kneeling in a busy area, while a woman sang to attract attention, claiming urgent medical needs for a child [5]. Group 2: Company Response - Meituan has reiterated its stance against impersonation of delivery riders for illegal activities, emphasizing that such actions disrupt social order and damage the professional image of riders [6][7]. - The company has previously addressed online impersonation issues and is now confronting offline scams, reinforcing its commitment to protecting its brand and the integrity of its riders [6]. Group 3: Support Initiatives - Meituan has launched various support programs for riders and their families, including the "Kangaroo Baby" charity initiative and the "Rider Serious Illness Care Program," which have collectively assisted over 6,000 riders and invested more than 200 million yuan [6][7]. - The upgraded "Rider Serious Illness Care Program" offers financial assistance for riders' children diagnosed with specific illnesses, aiming to alleviate medical burdens [6].