8月4日，淘宝闪购联合饿了么公布：7月份，623个县(不包含市辖区)餐饮订单环比6月翻倍增长，834个 县非餐订单翻倍增长。餐饮订单过万的"万单店"数量环比增长274%。 ...

Core Viewpoint - Multiple food delivery platforms are calling for a resistance against vicious competition, emphasizing the need for a healthy industry ecosystem and the importance of not selling goods and services at significantly lower than cost prices, which distorts price signals and disrupts market order [1][2]. Group 1: Industry Commitments - Meituan published an article titled "Prosper the Industry Ecosystem, Resist Disorderly Competition," stating a commitment to not sell at significantly lower prices [1]. - Taobao Flash and Ele.me also released statements promoting service enhancement and healthy competition, urging against significant price undercutting [1]. - JD.com issued a statement on fulfilling corporate and social responsibilities, promising to regulate subsidy practices and improve service quality [1]. Group 2: Legal and Ethical Standards - The platforms are aligning with laws such as the "Anti-Food Waste Law," ensuring that subsidies are transparently communicated to merchants and consumers without exaggeration [2]. - There is a commitment to not force merchants into subsidy activities, thereby protecting their pricing autonomy [2]. - The platforms aim to ensure fairness in promotional activities, avoiding selective subsidies that could harm small and medium-sized businesses [2]. Group 3: Sustainable Development Goals - The industry recognizes that irrational competition leads to unsustainable benefits for consumers, merchants, and delivery riders [3]. - There is a collective willingness to resist "involution-style" competition, focusing resources on improving service experiences and safeguarding rider rights [3]. - The goal is to shift from price competition to quality and service competition, promoting a balanced development between food delivery and dine-in services [2][3].

8月1日，京东以《践行主体责任和社会责任 共建外卖行业健康生态》为题发文称：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： 一、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。 二、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"。 三、提升服务质量。坚守食品安全底线，坚守诚信经营底线，持续打造品质消费体验。积极推动反食品 浪费工作，门店首页公告嵌入"请适量点餐，环保又健康"宣传语，同时在点餐、结算、订单页面加 入"适量点餐"提示，形成全链路提醒，杜绝诱导过量点餐。 四、促进互利共赢。为商家提供佣金激励、广告激励、流量扶持、配送费补贴、爆品运营、专属售后等 服务，帮助好 ...

Core Viewpoint - Multiple food delivery platforms have publicly committed to resisting disorderly competition and promoting a healthy industry ecosystem, emphasizing the importance of quality and service over price competition [1][2]. Group 1: Company Commitments - Meituan has pledged to strictly adhere to antitrust laws, ensure promotional activities are transparent, and protect merchants' pricing autonomy while fostering a win-win ecosystem for consumers, merchants, and delivery personnel [1]. - Ele.me and Taobao have also expressed their commitment to rationally plan subsidies based on consumer and merchant needs, respect merchants' rights, and enhance delivery efficiency and service experience [1]. - JD.com has vowed to resist vicious competition by focusing on differentiated offerings and improving service quality, aiming to shift the industry focus from subsidies to quality and service [2]. Group 2: Regulatory Environment - The regulatory authorities have already intervened in the competition among food delivery platforms, with the State Administration for Market Regulation conducting discussions with major players like Meituan, Ele.me, and JD.com to ensure fair competition [2]. - In July, the market regulator reiterated the need for these platforms to further standardize promotional activities and engage in rational competition [2]. - Over ten provincial and municipal catering industry associations have issued initiatives calling for an end to "involution-style" competition among food delivery platforms [2].

Group 1 - Multiple food delivery platforms, including Meituan, Taobao Flash, and Ele.me, have called for a resistance against disorderly competition in the industry [1] - Meituan published an article titled "Prosper the Industry Ecosystem, Resist 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] - Taobao Flash and Ele.me also released a statement advocating for continuous service improvement to promote healthy competition and stimulate consumer activity [1]

8月1日上午，美团、淘宝、饿了么等先后在官方网站等发布了声明，承诺将"规范促销"，同时提出多项 限制补贴行为的举措，包括规范促销行为、合理规划发放补贴、不做非理性促销活动、不以显著低于成 本的价格销售商品和服务等。 7月23日，新华每日电讯发表评论《两度约谈为何仍止不住外卖"价格战"》，文章表示，这一轮外卖价 格大战是"存量博弈"，并没有产生消费增量，"同质化的低价格竞争让平台企业与相关外卖商家陷入利 润困境——数据显示，今年上半年全国餐饮收入增速同比下降3.6个百分点。" 两天后，7月25日，《人民日报》刊发评论文章称，"价格战没有赢家""容易让整个行业陷入花钱买吆 喝、有量无价的困境"。 下周8月7日将迎来立秋，自2020年开始，在立秋举办的"秋天第一杯奶茶"活动已成为外卖行业的常设营 销节点。 淘宝在App的规则中心中悄悄上线了这则声明。声明中承诺，将持续提升服务，推动良性竞争。而美团 则在企业官网、官微推送了该声明，标题为"繁荣行业生态，抵制无序竞争"。 本次三家平台同时发声，或源自于上一轮约谈的政策延续。同时，下周将迎来立秋，也是传统外卖奶茶 的促销重要周期。在"立秋大战"前三家外卖平台集体发声，也 ...

Core Insights - The competition in the food delivery sector is intensifying, particularly over the resource known as "flash warehouses," which are small, non-retail storefronts that stock 2,000 to 5,000 types of goods for local residents [1] Group 1: Competitive Strategies - Since the subsidy war began in July, platforms like Taobao Flash Purchase and Meituan have escalated their competition for top merchants [1] - On July 5, some leading merchants were pressured by platforms to raise the minimum order price on rival platforms or to temporarily suspend operations [1] - During peak order days, at least in South China, platforms have deployed personnel to monitor top merchants' order volumes on competitors' platforms, demanding price increases when rival platforms see a surge in orders [1] Group 2: Merchant Incentives - In response to competitive pressures, one platform has offered more incentives and commissions to top merchants, while also locking certain merchants' backend systems on peak order days to prevent them from adjusting prices [1] - This strategy allows merchants to explain to their customers that they are unable to cooperate due to the rival platform's actions [1]

Core Viewpoint - The competition between Meituan's "Raccoon Kitchen" and JD's "Seven Fresh Kitchen" centers around food safety and business models, highlighting a fundamental conflict in their approaches to the food delivery market [1][9][17]. Group 1: Business Model Differences - Meituan positions itself as a "infrastructure provider," emphasizing that it will not engage in self-operation or compete with merchants, instead focusing on supporting them through shared kitchens and traffic incentives [9][12]. - JD's "cooperative model" involves significant investment from JD in areas like site selection and decoration, allowing merchants to focus on recipe development while sharing profits, which JD claims alleviates the burden on merchants [9][12]. Group 2: Food Safety Governance - Meituan's strategy includes "transparent supervision" through initiatives like "Bright Kitchen" and daily safety records, aiming to enhance merchant standards and consumer trust [10][12]. - JD emphasizes a "full supply chain control" approach, implementing stringent standards from production to delivery, which it argues is more effective than Meituan's visibility-focused methods [10][12]. Group 3: Industry Responsibility - Meituan cites data showing a 60% increase in order volume for merchants in Raccoon Kitchen, arguing that its model effectively raises industry standards and supports merchants [12]. - JD criticizes Meituan for fostering a monopolistic environment that allows "ghost kitchens" to thrive, asserting that its model aims to reclaim market share for quality restaurants [12][13]. Group 4: User Value Proposition - Meituan promotes convenience by allowing users to order from multiple brands with a single delivery fee, enhancing user retention through a one-stop experience [13]. - JD focuses on cost-effectiveness, aiming to keep average order prices between 10-20 yuan, and claims a 220% higher repurchase rate than the industry average, indicating strong consumer approval of its quality [13].

Group 1 - Meituan has launched the "Million Bright Kitchen" initiative to enhance transparency in food delivery by collaborating with 200,000 merchants to showcase real kitchen environments through live videos and images [2] - The initiative aims to upgrade 1 million kitchens to transparent standards, with nearly 300,000 merchants already participating and a target of reaching 1 million by the end of the year [2] - Meituan's operational staff conducts daily inspections of kitchen environments and service standards, focusing on stores with deeper locations, less experience, and higher user complaints [2] Group 2 - The Chinese food delivery market is dominated by Meituan and Ele.me, holding over 90% market share, with Meituan at 68.2% and Ele.me at 25.4% as of mid-2020 [3] - The food delivery market in China reached a scale of 1.1 trillion yuan in 2022, with a compound annual growth rate exceeding 20% from 2018 to 2022 [4] - The number of food delivery users in China grew to 520 million in 2022, a 26.83% increase from 2018 [4] Group 3 - Tsinghua University professor Liu Dacheng suggests that the future of food delivery will integrate into urban infrastructure, leveraging technology to enhance the relationship between people, goods, and locations [5] - Meituan's CEO Wang Xing believes that instant retail will be a key development direction for the food delivery industry, focusing on rapid delivery and convenient shopping to meet consumer demands [8]

Core Viewpoint - The ongoing competition among major food delivery platforms like Meituan, Taobao, and JD has led to aggressive promotional activities, significantly impacting both riders and restaurant businesses. While riders benefit from increased earnings, restaurant operators express concerns over their dependency on these platforms and the sustainability of such promotional strategies [1][5][6]. Group 1: Market Dynamics - The food delivery platforms are engaged in a fierce promotional battle, with offers such as "free milk tea" and substantial discounts driving consumer interest and sales [1][5]. - Recent promotions have resulted in record-high daily orders, with figures reaching 80 million, 120 million, and 150 million for various platforms [5]. - The market regulatory authorities have intervened, mandating platforms to cease "zero-yuan purchase" promotions and to implement stricter monitoring and price control measures [2][6]. Group 2: Impact on Stakeholders - Delivery riders have emerged as unexpected beneficiaries of the promotional war, with reports of hourly wages exceeding 100 yuan and potential monthly earnings surpassing 10,000 yuan [5]. - Restaurant operators, however, are facing challenges, as they feel their businesses are overly reliant on the platforms, which control the market dynamics [5][6]. - Regulatory bodies have emphasized the need for platforms to adhere to laws governing e-commerce and fair competition, aiming to create a balanced ecosystem for consumers, merchants, riders, and platforms [6]. Group 3: Long-term Implications - Experts warn that while the current promotional strategies may boost short-term visibility and sales for the restaurant industry, they could lead to long-term issues such as food safety risks and the emergence of opportunistic businesses [6]. - The sustainability of such aggressive discounting practices is questioned, with concerns that they may ultimately harm the overall market health [6].