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 ...

外卖补贴急刹车！ 8月1日，多个外卖行业平台接连表态，剑指无序竞争。 美团 通过公众号发文《繁荣行业生态，抵制无序竞争》，称高度关注外卖平台补贴引发的社 会关注，承诺坚决规范促销行为，杜绝不正当竞争。 其具体承诺包括：补贴活动严格遵守反垄断法等法律法规，不以显著低于成本价销售；补贴活 动信息依法公示，不夸大宣传补贴总额；不强制或变相强制商家参与补贴，保障商家自主定价 权；对商家和消费者无歧视，不通过选择性补贴伤害中小商户；构建消费者、商家、骑手、平 台多方共赢生态，从"比价格"回归"比品质""比服务"，努力提高骑手权益保障水平。 同日， 淘宝饿了么 联合发文，同样表态坚决抵制恶性竞争，合作促进生态共赢。文中提到， 将从消费者和商家需求出发合理规划补贴，尊重商家知情权、选择权和定价权并设兜底赔付； 杜绝不正当竞争，不做大规模"0元购"等非理性促销；持续提升配送效率与服务体验，保障消 费者权利；建立"倾听-征询-优化-反馈"体系，各地陆续开展恳谈会。 刚刚， 京东 黑板报发文，承诺 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 ...

#多家外卖平台呼吁抵制无序竞争#【美团、淘宝闪购、饿了么发文：呼吁抵制无序竞争】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》。先后提及，不以显著低于成本的价格销售商品和服务，严重扭曲价格信号，扰乱市场竞争秩序， 造成浪费。坚决抵制恶性竞争。（每日经济新闻，泽塔） ...

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].

Core Viewpoint - The recent regulatory discussions with major food delivery platforms like Ele.me, Meituan, and JD.com aim to address excessive competition and promote rational business practices in the food delivery industry [1][3]. Group 1: Industry Challenges - The food delivery industry has become an essential part of daily life, providing convenience for consumers and new sales channels for restaurants [1]. - Recent excessive subsidy competition among platforms has led to irrational market conditions, negatively impacting the restaurant industry [1]. - Many restaurants face a dilemma where they must lower profits to participate in subsidy programs, leading to unsustainable business practices [1][2]. Group 2: Market Dynamics - Excessive subsidies disrupt normal market order, resulting in resource misallocation as platforms invest heavily in subsidies rather than improving core capabilities like delivery efficiency and service quality [1]. - This type of competition can create unfair market conditions, marginalizing small businesses that cannot afford high subsidy costs, while larger players consolidate their market positions [2]. Group 3: Regulatory Response - The regulatory discussions serve as a timely correction to market chaos, guiding the industry towards healthier development [3]. - Platforms are encouraged to shift focus from subsidies to enhancing service quality, such as optimizing delivery algorithms and ensuring food safety [3]. - The regulatory intervention aims to pause excessive subsidy competition, fostering a collaborative environment for platforms, merchants, consumers, and delivery personnel to achieve mutual benefits [3].

Core Insights - The recent subsidy war in the food delivery market has intensified, with Meituan and Taobao Flash Sale engaging in aggressive promotions to stimulate order growth [1][3][5] Group 1: Subsidy Details - On July 12, Meituan's daily subsidy reached between 300 million to 400 million yuan, while Taobao Flash Sale's exceeded 1.2 billion yuan [1] - Since July 5, Meituan has been issuing "0 yuan delivery" coupons and various discount vouchers, distributing approximately 20 million free delivery coupons daily [3] - Taobao Flash Sale focuses on large discount coupons, such as "18.8 yuan off 18.8 yuan," allowing users to access food delivery at minimal costs [3] Group 2: Competitive Landscape - The food delivery competition was initially sparked by JD.com, which launched a 10 billion yuan subsidy in April, achieving a daily order volume of 10 million within days [5] - Following the subsidy war between Taobao Flash Sale and Meituan, JD.com has not significantly escalated its involvement, citing concerns over irrational competition [5] - The market share dynamics are shifting, with Meituan previously holding about 70% and Ele.me 30%, but Taobao Flash Sale is gradually closing the gap [5]

Core Viewpoint - JD.com is significantly enhancing the welfare system for its delivery riders, investing 2 billion yuan to cover social security, seasonal subsidies, and equipment upgrades, aiming to improve rider satisfaction and retention in a competitive market [1][3]. Group 1: Welfare Upgrades - As of Q2 2023, JD.com has over 150,000 full-time delivery riders and is implementing a comprehensive social security plan, including pension, medical, unemployment, work injury, maternity insurance, and housing fund contributions [1][3]. - In Beijing, a full-time rider's actual income may fluctuate due to personal contributions, but JD.com promises a "tiered subsidy" to ensure net pay remains at least at the industry average [3]. - JD.com is introducing seasonal allowances for extreme weather, providing an additional 300 yuan per month during summer and winter months to help riders cope with harsh conditions [3]. Group 2: Competitive Landscape - Other platforms like Meituan and Ele.me are also increasing rider subsidies, with Meituan testing a career development plan for senior riders and Ele.me offering health insurance through Alipay [4][5]. - The competition among JD.com, Meituan, and Ele.me is intensifying, with all three investing billions in subsidies to capture market share [6]. - Recent data shows Meituan's order volume reached 150 million, while Ele.me's daily order volume surpassed 80 million, indicating a robust demand in the instant retail sector [6]. Group 3: Industry Implications - The welfare upgrades for riders may trigger a chain reaction in the industry, shifting focus from mere logistics competition to talent and service quality competition, fostering a healthier and more sustainable ecosystem for instant retail [6].

Core Insights - JD.com has rapidly expanded its food delivery service, surpassing 150,000 full-time delivery riders as of July 16, 2023, and plans to invest 2 billion yuan to enhance rider benefits [1][3] - The company has achieved significant growth in its food delivery business, with daily order volume exceeding 25 million and coverage expanding to 350 cities [3][4] - JD.com has adopted a quality-focused strategy, recruiting only reputable restaurants and offering zero commission for early adopters, resulting in a 30% higher profit margin for merchants compared to other platforms [5] Company Developments - JD.com launched its food delivery service on February 11, 2023, and within a month, it covered 126 cities and partnered with over 300,000 quality restaurants [3] - By April 22, 2023, the daily order volume reached 10 million, and by June 27, it had grown to 25 million, with over 150,000 restaurants onboard [3][4] - As of July 8, 2023, nearly 200 restaurant brands achieved sales exceeding 1 million on the platform, with JD.com holding a 45% market share in the quality food delivery sector [3][4] Financial Performance - In Q1 2025, JD.com reported revenues of 301.1 billion yuan, a 15.8% increase year-over-year, with the new business segment, including food delivery, generating 5.753 billion yuan, up 18% [4] - The company's retail segment achieved 263.845 billion yuan in revenue, reflecting a 16.3% year-over-year growth, while logistics revenue grew by 11.5% to 46.967 billion yuan [4] Strategic Initiatives - JD.com has implemented three main strategies for its food delivery service: recruiting only quality restaurants, offering commission waivers for early adopters, and providing full social insurance for riders [5] - The company aims for sustainable long-term growth rather than short-term gains, focusing on improving user experience and operational capabilities to create a healthy ecosystem for users, merchants, and riders [5]