Core Insights - The phenomenon of "food delivery competition" has become a significant topic in 2023, with major platforms like JD.com entering the market and leading to aggressive promotional strategies [1][3] - Regulatory bodies have intervened to address issues of irrational competition and low pricing strategies, emphasizing the need for platforms to adhere to laws and promote a healthier ecosystem [1][4] Group 1: Market Dynamics - The food delivery war initiated in February has transformed the landscape of instant retail in China, with daily orders increasing from 100 million to 250 million within three months [3] - JD.com utilized a "100 billion subsidy" strategy, significantly boosting order volumes for partners like Luckin Coffee, while Meituan leveraged its 70% daily active user base to enhance its market position [3] - Ele.me capitalized on Alibaba's supply chain to expand its nighttime market, achieving a 25% share of night orders, with a 60% repurchase rate for its "3 AM fresh delivery" service [3] Group 2: Regulatory Actions - Following initial regulatory discussions in May, further meetings in July reinforced the need for platforms to standardize promotional activities and ensure algorithm transparency [4] - On August 1, major platforms announced measures to improve transparency and rider welfare, leading to positive stock market reactions for Meituan, Alibaba, and JD.com [4] Group 3: Business Strategies - Different restaurant sizes exhibit varied survival strategies, with chain brands like Xinbailu successfully adapting to consumer needs through innovative single-serving meal options [6][7] - Xinbailu's "one-person meal" concept saw a 23% increase in delivery revenue, highlighting the importance of catering to specific consumer segments [6][7] - Seafood restaurant Da Tang has adopted a "limited distance delivery" strategy to maintain food quality, focusing on a 3-kilometer delivery radius and developing suitable menu items for delivery [7][8]