扬子晚报网2月2日讯（通讯员 包书成 记者 朱鼎兆）秀色可餐的外卖有可能没有实体店，更有可能在脏 乱差的环境里制作而成，如何保障市民舌尖上的安全？记者从淮安市市场监督管理局获悉，从今年1月 30日至6月30日，淮安将在全市范围内开展网络订餐食品安全集中整治行动，重点整治"线上光鲜、线下 脏乱"的"幽灵外卖"。 据介绍，此次整治重点主要涵盖四个方面：（一）无实体门店或门店与线上公示地址不符的"幽灵外 卖"； （二）无照无证、证照造假、一证多用、一店多开、虚构地址的违法违规入网店铺； （三）后厨 环境脏乱差、加工操作不规范、经营过期食品、非法添加的店铺； （四）外卖平台审核把关不严、未 尽审查义务等突出问题。 整治措施主要有：随手拍，全民监督；你我同查，重拳出击；平台倒查，压实责任；线下清源，网格排 查，信用惩戒，联合制约等。 （一）随手拍，全民监督。扫码进入"透明食安"系统"随手拍"页面，或者登录"i淮安"APP，进入"企业 版"，通过"智慧市监"的"透明食安"公众端，点击"随手拍"功能上传门店及问题照片和描述，实时举报 问题线索。对举报网络订餐"无证无照、一店多开、虚构地址、经营过期食品、非法添加"等五类违法 ...

Group 1 - Meituan Waimai has launched a "one-shot" store authenticity verification feature, currently piloted in eight cities, aimed at new merchants and regular inspections [1] - The feature will be gradually rolled out nationwide within the year to enhance the effectiveness of store authenticity verification, with penalties for non-compliance [1] - Starting from November 19, 2025, Meituan Waimai will implement real-time verification videos to audit store fronts, qualifications, and kitchen environments [4][5] Group 2 - Merchants are required to upload a minimum 30-second "one-shot" video showcasing their store and kitchen environments, ensuring cleanliness and compliance with food safety standards [4][5] - The video submission process includes capturing the storefront, surrounding environment, and kitchen areas, with specific guidelines for filming [6][7] - After submission, the platform will review the video within 48 hours, providing feedback on approval or reasons for rejection [9]

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - Cloudflare, a global internet infrastructure company, has seen its stock rise for two consecutive days due to the viral spread of the open-source AI agent Moltbot, indicating its role as a beneficiary of AI agent expansion [5] - Meituan's Vice President Wei Wei stated that the company is leveraging AI and smart management tools to enhance the online representation of fine dining, improving customer connections and brand strength [6] Group 2 - NextEra Energy Inc. is capitalizing on the demand from large tech companies for nuclear power to supply AI data centers, offering 1.7 gigawatts (GW) of power from its nuclear plants in Wisconsin and New Hampshire [8] - The European Union has mandated Google to remove technical barriers in its Android system that hinder competitors' AI search assistants, giving the company a six-month deadline to comply or face potential penalties [10]

Group 1 - The company supports and welcomes the decision to combat internal competition and maintain fair market order, ensuring the rights of consumers, operators, and delivery personnel [2] - The company emphasizes its commitment to resisting harmful competition within the industry and aims to innovate its supply chain model to promote high-quality development in the food delivery sector [2] - The company intends to better serve consumers, partner businesses, and delivery personnel while fostering innovation and healthy development in the food delivery platform service industry [2]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation into the competitive landscape of the food delivery platform service industry, with major players like Meituan, Taobao Flash Purchase, and JD Delivery expressing their willingness to cooperate [2][4][6]. Group 1: Meituan's Position - Meituan highlights the prevalence of irrational competition characterized by price wars, subsidies, and traffic control in the food delivery market [2]. - The company advocates for a return to rational competition and opposes "involution-style" competition, aiming to promote innovation and healthy development within the industry [2]. Group 2: Taobao Flash Purchase's Commitment - Taobao Flash Purchase emphasizes the importance of fair competition as a core principle of market economy and a foundation for sustainable innovation and healthy development in the food delivery sector [4]. - The platform commits to adhering to relevant laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, while actively participating in the investigation [4]. Group 3: JD Delivery's Support - JD Delivery expresses strong support for the investigation and agrees with measures aimed at combating involution and maintaining fair competition [6]. - The company plans to innovate its supply chain model to promote high-quality food delivery services, thereby better serving consumers, partner merchants, and delivery personnel [6].

Core Viewpoint - The State Administration for Market Regulation of China has announced an investigation into the competitive landscape of the food delivery platform service industry, with major platforms expressing their support and commitment to cooperate with the investigation [1][2][3]. Group 1: Company Responses - Meituan has publicly stated its support for the investigation and aims to use this opportunity to collaborate with other platforms to fulfill market responsibilities and promote fair competition [1]. - Taobao Shanguo emphasized the importance of fair competition as a core principle of market economy and expressed its commitment to cooperate with the investigation while enhancing service quality [1]. - JD.com also expressed strong support for the investigation, advocating for fair competition and the protection of consumer and operator rights, while focusing on high-quality development in the food delivery sector [2]. Group 2: Industry Context - The investigation comes amid ongoing issues in the food delivery industry, including aggressive subsidy wars and price competition, which have been criticized for harming the real economy and intensifying "involution" competition [3]. - Despite previous regulatory discussions aimed at fostering fair competition, the competitive dynamics among platforms remain intense, with ongoing market battles and subsidy strategies [2]. - The investigation will involve various methods such as on-site verification, interviews, and surveys to gather comprehensive insights into competitive behaviors and stakeholder opinions within the industry [3].

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has initiated an investigation and assessment of the market competition status in the food delivery platform service industry, prompting responses from major players like Meituan, Taobao Flash Sale, and JD Delivery [1][3][5]. Group 1: Company Responses - Meituan expressed strong support for the investigation, emphasizing the need for rational competition and opposing "involution" in the industry. The company aims to collaborate with other platforms to promote innovation and healthy development in the food delivery sector [1]. - Taobao Flash Sale highlighted the importance of fair competition as a core principle of market economy, committing to compliance with relevant laws and regulations. The company plans to work with merchants and partners to enhance service quality and maintain a fair market environment [3]. - JD Delivery welcomed the investigation, supporting measures to combat involution and protect the rights of consumers, operators, and delivery personnel. The company intends to innovate its supply chain model to promote high-quality food delivery services [5].

Group 1 - DoorDash, Inc. shares have decreased by 20% since reaching an all-time high in October 2025, following its acquisition of UK-based delivery service Deliveroo [2] - The market reaction was influenced by concerns over a "several hundred" issue, which has not been detailed in the provided text [2] - The Insiders Forum, managed by Bret Jensen, focuses on small and mid-cap stocks that insiders are purchasing, aiming to outperform the Russell 2000 benchmark [2]

Core Insights - Swiggy has launched a new health-focused meal segment called EatRight, aimed at consumers seeking healthier food options [1] - The service will be available in over 50 cities and includes more than 1.8 million dishes from over 200,000 restaurants [2] Group 1: EatRight Launch - EatRight features higher-protein dishes, lower-calorie options, and foods with no added sugar, catering to the growing demand for healthier meals [1][2] - The demand for healthier food has increased year on year at twice the rate in Tier-2 cities compared to metropolitan areas [2] Group 2: Market Strategy - Key markets identified for EatRight include Chandigarh, Guwahati, Ludhiana, and Bhubaneswar, where restaurant partners are creating new stock keeping units (SKUs) to meet health-conscious consumer preferences [3] - Swiggy's vice-president of food strategy, Deepak Maloo, emphasized that EatRight integrates healthier choices into users' regular ordering habits, reducing decision fatigue [4] Group 3: Additional Services - In August 2025, Swiggy launched DeskEats, targeting office-based customers in over 7,000 tech parks and corporate offices across 30 cities [5] - The company also introduced a corporate rewards program for employees in 14,000 organizations to enhance engagement among office workers [5]

Core Viewpoint - Alibaba is launching an AI-powered feature through Amap to help restaurants showcase their interiors, aiming to compete with Meituan in the food delivery and local services market [1][3]. Group 1: New AI Feature - The new service will allow restaurants to create 3D views of their premises by uploading existing photos or short videos, reducing the time and cost of producing promotional visuals [2]. - The system is based on Alibaba's visual "Wan" model, and initial access may be provided to a limited number of businesses at no cost [2]. Group 2: Market Competition - Alibaba is looking to increase its market share in meal delivery and has been using incentives and subsidies to support consumer services amid competition with Meituan and JD.com [3]. - The competitive pressure has affected profit margins and attracted regulatory scrutiny [3]. Group 3: Regulatory Environment - In July 2025, China's State Administration for Market Regulation (SAMR) held discussions with major online food delivery platforms, including Alibaba's Ele.me, to address price competition in the sector [4]. - The regulator emphasized the need for more rational competition among these companies [4]. Group 4: Strategic Alignment - The Amap project aligns with CEO Eddie Wu's goal of integrating AI across Alibaba's operations, similar to initiatives by other tech giants like Google and Tencent [5].