Core Viewpoint - The article discusses the ongoing "takeout war" in China's food delivery industry, highlighting the intense competition among major players like Meituan, Ele.me, and JD.com, and the impact on consumers and small businesses [5][7][11]. Industry Overview - The food delivery market has seen a significant influx of investment, with companies burning hundreds of billions in a saturated market to capture high-frequency consumer demand [5][7]. - JD.com has entered the market with a strategy focused on quality takeout, targeting chain restaurants to quickly scale operations [7][9]. Market Dynamics - The daily order volume in the food delivery sector has surged, with peak orders reaching 2.5 billion, indicating a rapid expansion of the market [7][8]. - The competition has led to a "zero-sum game," where the gains of one player often come at the expense of another, affecting the sustainability of consumer habits [11][12]. Consumer Behavior - The article notes a shift in consumer habits, with increased frequency of orders for low-cost items like coffee and milk tea, driven by promotional campaigns [8][9]. - However, the sustainability of these habits is questioned, as the initial surge in orders may not be maintained once subsidies decrease [7][11]. Business Challenges - Small business owners are struggling to maintain profitability amid rising order volumes, leading some to withdraw from delivery platforms altogether [12]. - The intense competition has resulted in operational challenges, with delivery personnel and restaurant staff facing increased pressure to meet demand [11][12].

Core Viewpoint - Alibaba's new "Big Member" program integrates multiple platforms within its ecosystem, enhancing user experience and loyalty while addressing internal coordination challenges [1][4]. Group 1: Membership System - The "Big Member" program connects resources from Ele.me, Fliggy, Youku, and Hema, creating a unified benefits system covering food, travel, entertainment, and shopping [1]. - The transition from a traditional shopping-focused membership to a lifestyle-oriented service reflects Alibaba's strategy to evolve from an e-commerce platform to a comprehensive consumer platform [1][4]. - Subscription models are gaining traction in the e-commerce sector, providing stronger user engagement and more stable cash flow compared to ad-driven revenue [2]. Group 2: Competitive Landscape - The competition in the e-commerce and local services sector is intensifying, with rivals like JD and Meituan enhancing their membership offerings [3][4]. - Alibaba's integration of various resources aims to provide diverse services, helping the company to expand its market share and improve its competitive position against JD and Meituan [4]. - The core competitive advantages of the "Big Member" program include a wide range of consumer services, comprehensive supply to meet lifecycle needs, and robust technological support from Alibaba Cloud and AI [4].