Core Viewpoint - The recent "subsidy war" in the food delivery market has led to unprecedented discounts, significantly increasing order volumes and consumer excitement in Taizhou, with platforms like JD, Meituan, and Ele.me competing aggressively [1][2][7]. Consumer Experience - Consumers have reported experiencing substantial discounts, with offers such as "18 yuan off 18 yuan" and even zero-cost meals becoming common [2][4]. - One consumer shared that they spent only 0.4 yuan on a drink and 8.3 yuan on a meal due to these discounts, highlighting the extreme affordability during this period [5][6]. Market Dynamics - The food delivery platforms have seen a surge in order volumes, with Taobao Flash Purchase and Ele.me reporting over 80 million daily orders, including more than 13 million non-food orders [9]. - Despite the initial high level of subsidies, there has been a noted decrease in discount intensity as of July 9, yet order volumes remain high, particularly for popular chain restaurants and beverage shops [7][9]. Industry Impact - The surge in orders has overwhelmed many businesses, with some reporting daily orders increasing by 20 to 30 [9]. - While the profit margins for coffee shops have remained stable, the competition has pressured the profit margins of chain restaurants and other food services [10].

作者 | 第一财经 揭书宜 2025.07. 07 本文字数：762，阅读时长大约2分钟 7月7日，茶饮股集体高开。截至当日收盘，茶百道(02555.HK)涨11%，报10.66港元；奈雪的茶(02150.HK)涨3.95%，报1.58港元；古茗(01364.HK)涨 6.15%，报27.6港元；沪上阿姨(02589.HK)涨5.68%，报141.3港元；蜜雪集团(02097.HK)涨5.74%，报543.5港元。 美团你赢了 实在喝不下了隔隔隔#美团外卖 #美团 #奶茶 （中国日报双语新闻引用图源：小红书@奶油） 7月5日至7月6日，阿里、美团外卖大战白热化。两个平台分别发放外卖大额券，其中包括"满25减21""满25减20""满16减16"等多张无门槛的外卖券。7 月5日，"美团崩了"登上热搜。7月5日夜间，美团发布了战报，表示截至当日22时54分，美团即时零售当日订单已经突破了1.2亿单。其中，餐饮订单已超 过1亿单。 这番力度颇大的折扣，导致在全国范围内外卖订单数量激增，不少消费者在网上晒出自己在冰箱里囤满蜜雪冰城、茶百道等照片，感慨"实在是喝不下了。" 微信编辑 | 苏小 实习生 | 小朱 推荐阅读 ...