Core Insights - The takeaway from the articles is that the food delivery industry is transitioning from a "price war" to a "merchant value war," focusing on supporting small and medium-sized restaurants to enhance their growth and service quality [1][3]. Group 1: Industry Transition - The food delivery industry is moving away from "burning money" and towards high-quality development, as evidenced by a new support plan for small and medium-sized merchants [3]. - Major food delivery platforms have collectively committed to resisting malicious subsidies and unfair competition, signaling a shift in competitive logic [3]. - The new support plan aims to help restaurants avoid harmful competition and focus on improving product and service quality [1][3]. Group 2: Support Initiatives - The latest initiative includes a financial support plan that will provide up to 50,000 yuan per store, with an expected coverage of over 100,000 restaurants by the end of the year [1]. - Since the launch of the initial support plan in December, over 300,000 restaurants have benefited, with nearly half reporting significant increases in order volume [1]. Group 3: Competitive Landscape - Platforms are now focusing on building differentiated competitive advantages through merchant ecosystems and user experiences [4]. - One platform has reported a doubling of restaurant orders in county areas, indicating successful market penetration and support for small merchants [4]. - Another platform is investing 10 billion yuan to recruit partners for signature dishes, aiming to enhance service quality and attract consumers [5]. Group 4: Future Outlook - Analysts suggest that the competition in the food delivery industry will increasingly revolve around multi-dimensional value comparisons, including merchant support, digital empowerment, supply chain integration, and service quality [5]. - The industry is expected to evolve towards a healthier and more sustainable direction, with platforms needing to innovate in service and supply differentiation [5].