The “food delivery subsidy war” is intensifying. In direct response, Shanghai’s market-regulation authorities regulators held compliance talks with the major platforms and secured three binding commitments:
lEliminating 'zero-cost purchase promotions' to combat unhealthy price undercutting
lReducing free-order marketing to promote value-based competition
lEstablishing dedicated oversight teams to monitor pricing, protect delivery personnel, and enhance transparency
With the “price war” ebbing, how can merchants still break through?
Data shows the three largest platforms have injected almost ¥100 billion in subsidies this year—roughly matching the national coupons consumed since August 2024. The two dominant e-commerce giants alone now process 200 million orders per day. Even at a conservative RMB 20 average ticket, that equals ¥1.46T annual GMV (at ¥20×200M orders×365 days). Add JD.com and smaller players and the entire on-demand retail market is sprinting toward ¥2T, the final trillion-yuan frontier in e-commerce after retail, cross-border, bulk, lifestyle, travel and private-domain commerce.
Subsidies have reshuffled the market, showered consumers with benefits and pushed brands toward differentiated competition. Cash-rich giants will keep subsidising for another 1–2 years, but at a tapering rate. Long-term, the model will pivot from price subsidies to service premiums; bare-bones discounting is unsustainable and a clear profit path is imperative.
Escaping the Red-Sea Battle: Supply-Chain Excellence Is the Ultimate Edge for Tea & F&B Brands
In a protracted war of attrition, the brands that prepare early will win. Supply-chain stability and efficiency—driving cost reduction and performance gains—will decide who seizes the coming wave of growth.
Confronting the explosion in takeaway orders, Nanwang responds with digitalisation and flexible manufacturing. Our 400+ production lines cover 7-color flexographic printing, automated bag-making and in-line inspection for full-process control.
Earlier this year we commissioned Phase II of our Huian (Fujian) Smart Industrial Park, the nerve centre for innovation and capacity. It delivers >2.7 billion eco paper bags, 9.5 billion food packages, 2 billion non-woven bags and >200 million m² of labels & receipts per year, ready for surging takeaway-packaging demand.
Crucially, Nanwang operates coastal plants in Fujian, Guangdong, Anhui, Hebei and Hubei—over 200,000m² in total—ensuring “nearby supply, rapid delivery”. We are also shifting from export to global production, with an Indonesian subsidiary already operational to serve overseas markets.
From Supply Chain to Consumer: How Packaging Innovation Empowers Tea & F&B
Sustainable supply-chain innovation and foresight into packaging trends give tea and F&B brands new tools to solve old problems.
With global takeaway volumes soaring, rain-proof, eco-friendly packaging has become a pain point. Traditional paper bags collapse in wet weather, ruining user experience. Nanwang’s waterproof self-sealing paper bags pass a 30-minute rain test while retaining strength, balancing practicality with green responsibility and enabling brand differentiation.
Packaging Leadership: Nanwang’s Distinct Advantages
Founded in 2010, Nanwang has stayed laser-focused on eco-friendly packaging. When takeaway boomed, we scaled fast, matching diversified demand with cutting-edge equipment and partnering with many leading brands.
lGlobal-class flexo presses and automated bag-makers
lAseptic, dust-free food-packaging workshops meeting food-safety standards
lFull portfolio: eco paper bags, food pouches, self-adhesive labels, thermal tickets, non-woven bags, etc.
Strategic alliances with the world’s top paper mills guarantee stable, premium raw materials. Rigorous supplier audits and incoming-inspection protocols ensure flawless sourcing.
Quality is non-negotiable:
lIncoming: 15 tests for eco paper bags, 10 for food packaging
lIn-process: 14 checkpoints for eco bags
lCertifications: ISO 22000:2018, ISO 9001:2015, ISO 14001:2015, ISO 45001, FSC-CoC(Certified Sustainable Forestry Materials), Sedex, BRCGS PM(Global Gold Standard for Food Safety).
While platforms battle for users with digital coupon incentives and subsidies, the brand that “catches” the order is the one backed by an efficient, green, controllable supply chain. With 15 years' expertise, Nanwang has grown from a Fujian paper-bag maker into an RMB 1 billion-plus eco-packaging powerhouse. We now stand at the epicentre of the takeaway economy—the steadiest link in this new “F&B infrastructure” wave.
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