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<Research>M Stanley Forecasts Food Delivery Competition to Peak in 3Q, Prefers Alibaba Group/ PDD Within E-commerce
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Following the State Administration for Market Regulation (SAMR)'s recent release of the Basic Requirements for Food Delivery Platform Service Management, competition in the food delivery sector is expected to peak in 3Q25m according to Morgan Stanley's research report. Both Alibaba Group Holding (BABA.US) and MEITUAN-W (03690.HK) pledged to ensure rational competition within the industry. In the e-commerce sector, Morgan Stanley preferred Alibaba Group Holding (best AI enabler in China) > PDD Holdings (PDD.US) > MEITUAN-W > JD.com (JD.US). This is another initiative following the SAMR's July meeting with platform companies on anti-involution, further reinforcing the broker's view that competition will peak in 3Q25 and will gradually ease starting in 4Q25, Morgan Stanley added. AAStocks Financial News Website: www.aastocks.com |
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