Core Viewpoint - The competition among super apps may further erode the market share of niche apps, leading to a concentration of user entry points towards super apps [2][23]. Group 1: Market Dynamics - The fierce competition in the food delivery sector has led to a significant increase in app usage, with the combined daily order volume of the three major platforms exceeding 250 million at its peak [2]. - On July 23, the three major platforms initiated rectifications under regulatory requirements, ceasing promotional activities like "zero-yuan purchase" and enhancing price control and rider rights protection [2][3]. - The competitive landscape has evolved from clear vertical categories to a mixed battle, with major players expanding their services into various sectors, blurring competitive boundaries [4][6]. Group 2: Super App Development - The ambition of the three giants is to create a super app that can meet users' needs across various aspects of life, including food, travel, and entertainment [6][7]. - The concept of super apps is not new, having evolved from addressing essential pain points to becoming comprehensive platforms that integrate multiple services [10][12]. - The transition from first-generation super apps, which were primarily tools, to second-generation apps that enhance user engagement through content, reflects a significant shift in user interaction [12][18]. Group 3: Competitive Strategies - The three major players, referred to as "red sweet potato giants," leverage their heavy asset infrastructure, including supply chain systems and logistics networks, to enhance their competitive edge [17][18]. - The competition among these giants is not just about user acquisition but also about optimizing commercial efficiency and integrating various services within a single app [21][22]. - The consolidation of services within a single app reduces customer acquisition costs and enhances user value, as seen with the integration of various services by platforms like Meituan and Alibaba [21][22]. Group 4: Future Trends - The evolution of super apps is driven by technological advancements, policy changes, and the upgrading of user demands, indicating a continuous cycle of innovation [26][31]. - Future super apps may shift from being visible applications to invisible systems that seamlessly integrate into users' lives, driven by AI and IoT technologies [33][34]. - The next generation of super apps will likely cater to diverse consumer needs across different demographics, reflecting a shift towards more integrated and immediate service delivery [32][34].