Core Viewpoint - The article discusses the ongoing intense competition in the food delivery market, particularly between Meituan and Taobao Flash Sale, highlighting discrepancies in reported subsidy amounts and the implications of aggressive marketing strategies on the industry [2][3][10]. Group 1: Subsidy Claims and Responses - Recent reports claimed that Taobao Flash Sale's subsidies exceeded 12 billion yuan, while Meituan's were between 300 million to 400 million yuan. Taobao Flash Sale's representative refuted these claims, stating that the reported figures were completely inaccurate [2][3]. - Taobao Flash Sale emphasized that its promotional activities, such as full reduction and free order events, are structured with thresholds and are not akin to the "0 yuan purchase" strategy employed by some competitors [3][4]. - Meituan's reported daily order volume reached over 150 million, an increase from 120 million the previous week, while Taobao Flash Sale announced a record daily order volume of over 80 million [5]. Group 2: Industry Competition Dynamics - Meituan's CEO expressed concerns about the irrational nature of the current competition, suggesting that such aggressive tactics do not lead to industry progress and may ultimately result in no winners [7][8]. - The CEO highlighted that Meituan is compelled to respond to competitive pressures to protect its core business and maintain its market position [8]. - JD.com distanced itself from the ongoing subsidy wars, labeling them as harmful competition and emphasizing its focus on reducing industry commissions and improving service quality [8]. Group 3: Industry Associations' Stance - The China Chain Store & Franchise Association issued a statement urging members to resist price-subsidy wars, citing the negative impact on market fairness and the sustainability of businesses [10][11]. - The association called for a shift from price competition to value competition, advocating for adherence to quality standards and responsible marketing practices [11].