Core Viewpoint - The "takeaway war" has intensified with major platforms like Taobao Flash Sale and Meituan issuing substantial coupons to attract consumers, leading to a surge in orders and competitive pricing in the food delivery market [1][7][9]. Group 1: Promotional Strategies - Taobao Flash Sale has issued various coupons such as "15 yuan off 12 yuan," "25 yuan off 14 yuan," and "38 yuan off 18.8 yuan," resulting in many drinks priced under 10 yuan after discounts [1]. - Meituan has also launched promotional campaigns, including a "Super Saturday" coupon package worth 188 yuan, aimed at boosting weekend orders [7]. - The recent promotional efforts have led to a significant increase in daily orders, with Taobao Flash Sale's daily order count rising from over 10 million in early May to over 80 million by early July, marking a sevenfold increase [7]. Group 2: Market Competition - JD's entry into the food delivery market has intensified competition, with the company implementing a "zero commission" policy and a "100 billion subsidy" plan to attract merchants and consumers [8]. - As of late June 2025, JD's daily order volume surpassed 25 million, covering 350 cities and over 1.5 million quality dining establishments [8]. - Regulatory bodies have expressed concerns over the competitive practices in the food delivery sector, urging platforms to comply with relevant laws and maintain fair competition [8]. Group 3: Market Insights - Analysts suggest that the competition among instant retail platforms will depend on comprehensive supply and delivery stability, with takeaway subsidies favoring high-frequency, low-ticket items like coffee and tea [9]. - The discount strategies from Meituan and Taobao are primarily targeting the low-price segment, particularly around the 20 yuan price point, which is common for tea and low-cost fast food [9].