Core Viewpoint - Ele.me is intensifying its efforts in the competitive food delivery market by launching the upgraded "优店腾跃计划" with an investment exceeding 1 billion yuan to support quality merchants and enhance its market position during the peak season [2][3]. Group 1: Strategic Initiatives - The "优店腾跃计划" was initially launched in March 2023, and the recent doubling of investment indicates Ele.me's commitment to supporting new merchants [2]. - The company aims to establish a clear market position by focusing on profitability and operational efficiency under the leadership of the new management team, which emphasizes a "1+2" long-term strategic framework [2][5]. - Ele.me's daily order volume has surged to over 40 million, reflecting a fourfold increase within 21 days, showcasing its competitive response to market challenges [3][4]. Group 2: Support Measures for Merchants - Ele.me is implementing fee waivers for new merchants, offering up to three months of commission-free service to encourage new store openings [4]. - The platform is enhancing traffic support for new merchants by providing additional free traffic packages, aiming to improve visibility and order conversion rates [4]. - The introduction of an "intelligent merchant management system" includes various AI tools designed to improve operational efficiency for merchants [4]. Group 3: Market Position and Future Outlook - The competition in the food delivery market is intensifying, particularly with the entry of JD.com, prompting Ele.me to increase subsidies and promotional activities [3][5]. - Ele.me's strategy focuses on enhancing supply-side capabilities to differentiate itself in the market, which is crucial for competing against strong rivals like JD.com and Meituan [4][6]. - The collaboration between Ele.me and Taobao Shanguo is seen as a strategic move to leverage Alibaba's resources for sustained growth, with the potential for Ele.me to remain an independent service provider [6].

6月16日，《国际金融报》记者获悉，饿了么宣布全面升级"优店腾跃计划"，追加10亿元专项投入，以费率优惠、流量扶持及AI技术赋能三重举措，进 一步抢占外卖商家服务赛道。而这一动作正值京东外卖订单量突破2500万单、市场格局从 "双雄争霸" 迈向 "三足鼎立" 的关键节点。 据介绍，即日起至8月底期间，饿了么将继续加码超过10亿元，通过提供新店最高3个月免佣、增加最高3个月新店期流量扶持权益，以及联合阿里生态 流量资源提高曝光和订单转化等系列升级举措，进一步吸引线下优质锁品牌以及中小餐饮商家入驻，更好支持优质餐饮商家的数字化生意增长。 饿了么加码该计划背后，行业竞争态势急剧变化。记者留意到，饿了么的"优店腾跃计划"始于今年3月，是平台2025年商家扶持战略的核心举措之一。 该计划承诺全年投入超10亿元，涵盖费率优惠、专项补贴、专属流量、数字化运营服务及AI技术赋能等多个维度，旨在帮助线下餐饮商家加速数字化转 型，拓展线上业务增量。 近年来，随着数字经济快速发展、城市化进程加速以及消费者生活方式转变，外卖已深度融入日常生活，成为餐饮行业的重要增长引擎。行业分析显 示，2024年，美团与饿了么两大平台合计占据98% ...