| Literature DB >> 36248772 |
Xiaobing Wang1, Fangxiao Zhao1, Xu Tian2, Shi Min3, Stephan von Cramon-Taubadel4, Jikun Huang1, Shenggen Fan2.
Abstract
We use high-frequency data to quantify the nature and performance of online food delivery platforms during the COVID-19 pandemic in urban China, and to estimate the short- and long-term effects of lockdown and reopening measures. A staggered difference-in-differences (DID) estimation strategy and event study approach are used to identify the effects of lockdown and reopening measures on the performance of online food delivery platforms and restaurants. The results indicate that some restaurants continued to operate and offer online food delivery while lockdowns were in effect. Both the number of operating restaurants and their online food delivery services rebounded and experienced further growth after lockdowns were lifted. The adjustment path of the online food delivery business following the implementation of lockdowns differed from the adjustment path following the lifting of lockdowns. The lockdown and reopening measures did not affect all types of restaurant/cuisine equally. We also examine possible impact mechanisms of lockdown measures on online food delivery and restaurants, and conduct robustness checks to confirm the stability of the main findings. This study contributes to the existing literature by confirming the positive contribution of online food delivery to the resilience of urban food systems in response to unexpected external shocks. Our results have implications for the design of policies to guarantee food supply and help urban food systems adapt to unexpected shocks.Entities:
Keywords: COVID-19; Lockdown; Online food delivery; Reopening
Year: 2022 PMID: 36248772 PMCID: PMC9554343 DOI: 10.1016/j.gfs.2022.100658
Source DB: PubMed Journal: Glob Food Sec
Fig. 1Online food delivery consumption changes over time. Notes .1: All of the figures present 7-day moving averages, and the benchmark (100%) is the average of Dec. 1–7, 2019. Complete lockdown cities began to lockdown from Jan. 23, 2020; Partial lockdown cities began to lockdown from Feb. 2, 2020; Partial lockdown cities began to reopen from Feb. 13, 2020; Complete lockdown cities began to reopen from March 13, 2020; All of the partial lockdown cities had reopened by March 21, 2020; All of the complete lockdown cities had reopened by April 8, 2020; The shaded box represents the period from the beginning of the lockdown to the beginning of the reopening. 2. The study duration is from Dec. 1, 2019 to May 1, 2020 and Dec. 19, 2020 to May 19, 2021; The solid vertical red line signifies an interruption of the time axis between May and December 2020.
Fig. 2The effects of lockdown and reopening measures on online food delivery consumption: Date fixed effects. Notes .1: The different color lines/marks represent the estimated coefficients and marginal effects for the effects of lockdown and reopening measures on online food delivery consumption. The specification controls for date and city fixed effects. 2. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors. 3. “ln(Value)” refers to the natural logarithm of the total transaction value of online food delivery orders paid by consumers (RMB); “ln(Net_Value)” refers to the natural logarithm of the total transaction value of online food delivery orders paid by consumers net of delivery costs (RMB); “ln(Order)” refers to the natural logarithm of the total number of online food delivery orders (number); “ln(Restaurant)” refers to the natural logarithm of the total number of restaurants offering online food delivery services (number); “ln(ATVP)” refers to the natural logarithm of the average transaction value of online food delivery orders per restaurant paid by consumers (RMB); “ln(NATVP)” refers to the natural logarithm of the average transaction value of online food delivery orders per restaurant paid by consumers net of delivery costs (RMB); “ln(ANOP)” refers to the natural logarithm of the average number of online food delivery orders per restaurant (number). 4. Full results are presented in Table A1.
Fig. 3The changes in online food delivery consumption per restaurant over time Notes: 1. All of the figures present 7-day moving averages, and the benchmark (100%) is the average of Dec. 1–7, 2019. Complete lockdown cities began to lockdown from Jan. 23, 2020; Partial lockdown cities began to lockdown from Feb. 2, 2020; Partial lockdown cities began to reopen from Feb. 13, 2020; Complete lockdown cities began to reopen from March 13, 2020; All of the partial lockdown cities had reopened by March 21, 2020; All of the complete lockdown cities had reopened by April 8, 2020; The shaded box represents the period from the beginning of the lockdown to the beginning of the reopening. 2. The study duration is from Dec. 1, 2019 to May 1, 2020 and Dec. 19, 2020 to May 19, 2021; The solid vertical red line signifies an interruption of the time axis between May and December 2020.
Fig. 4The long-term effects of reopening measures on online food delivery consumption: Date fixed effects. Notes .1: The different color lines/marks represent the estimated coefficients and marginal effects for the long-term effects of reopening measures on online food delivery consumption. The specification controls for date and city fixed effects. 2. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors. 3. “ln(Value)” refers to the natural logarithm of the total transaction value of online food delivery orders paid by consumers (RMB); “ln(Net_Value)” refers to the natural logarithm of the total transaction value of online food delivery orders paid by consumers net of delivery costs (RMB); “ln(Order)” refers to the natural logarithm of the total number of online food delivery orders (number); “ln(Restaurant)” refers to the natural logarithm of the total number of restaurants offering online food delivery services (number); “ln(ATVP)” refers to the natural logarithm of the average transaction value of online food delivery orders per restaurant paid by consumers (RMB); “ln(NATVP)” refers to the natural logarithm of the average transaction value of online food delivery orders per restaurant paid by consumers net of delivery costs (RMB); “ln(ANOP)” refers to the natural logarithm of the average number of online food delivery orders per restaurant (number). 4. Full results are presented in Table A2.
Fig. 5Event study for the effects of lockdown measures on online food delivery. Notes .1: The samples include both complete and partial lockdown cities. 2. The figure above shows the coefficients estimated using the event study method for the effects of lockdown measures on online food delivery over time. The specifications controls for date and city fixed effects. 3. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors.
Fig. 6Event study for the effects of lockdown measures on online food delivery per restaurant. Notes: 1. The samples include both complete and partial lockdown cities. 2. The figure above shows the coefficients estimated using the event study method for the effects of lockdown measures on online food delivery per restaurant over time. The specification controls for date and city fixed effects. 3. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors.
Fig. 7The effects of lockdown and reopening measures on food consumption structure (Proportion of transaction value). Notes .1: The different color lines/marks represent the estimated coefficients and marginal effects for the effects of lockdown and reopening measures on food consumption structure (Proportion of transaction value). The specification controls for date and city fixed effects. 2. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors. 3. “Share_Chinese” refers to the proportion of the transaction value of Chinese food to the total transaction value (%); “Share_Western” refers to the proportion of the transaction value of western food to total the transaction value (%); “Share_Fresh” refers to the proportion of the transaction value of fresh food to the total transaction value (%); “Share_Other” refers to the proportion of the transaction value of drinks and other food to the total transaction value (%). 4. Full results are presented in Table A3.
Fig. 8The long-term effects of reopening measures on food consumption structure (Proportion of transaction value). Notes .1: The different color lines/marks represent the estimated coefficients and marginal effects for the long-term effects of reopening measures on food consumption structure. The specification controls for date and city fixed effects. 2. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors. 3. “Share_Chinese” refers to the proportion of the transaction value of Chinese food to the total transaction value (%); “Share_Western” refers to the proportion of the transaction value of western food to the total transaction value (%); “Share_Fresh” refers to the proportion of the transaction value of fresh food to the total transaction value (%); “Share_Other” refers to the proportion of the transaction value of drinks and other food to the total transaction value (%). 4. Full results are presented in Table A4.
Fig. 9The effects of lockdown and reopening measures on Baidu searching index. Notes .1: The different color lines/marks represent the estimated coefficients and marginal effects for the effects of lockdown and reopening measures on the Baidu search index. The specification controls for date and city fixed effects. 2. The error bars represent the 95% confidence intervals for each coefficient estimated using city-level clustered standard errors. 3. “ln(Online food delivery + Catering + Restaurant)” refers to the natural logarithm of the search volume for the keywords “Online food delivery (WaiMai)+Catering (CanYin)+Restaurant (CanGuan)”; “ln(Online food delivery)” refers to the natural logarithm of the search volume for the keywords “Online food delivery (WaiMai)”; “ln(Eat at restaurants + Catering + Restaurant)” refers to the natural logarithm of the search volume for the keywords “Eat at restaurants (TangShi)+Catering (CanYin)+Restaurant (CanGuan)”; “ln(Eat at restaurants)” refers to the natural logarithm of the search volume for the keywords “Eat at restaurants (TangShi)”. 4. Full results are presented in Table A5.
Mechanism analysis: Average delivery fee per order (unit: RMB) and the Baidu inner-city mobility index.
| Variables | ln(Delivery) | ln(Inner-city mobility) | |||||
|---|---|---|---|---|---|---|---|
| Treat*Lockdown | 0.057 | -0.231*** | |||||
| (0.066) | (0.041) | ||||||
| [0.059] | [-0.206] | ||||||
| Treat*Reopen1 | -0.037 | 0.179*** | |||||
| (0.064) | (0.025) | ||||||
| [-0.036] | [0.196] | ||||||
| Treat*Reopen2 | 0.021 | -0.055 | |||||
| (0.019) | (0.033) | ||||||
| [0.021] | [-0.054] | ||||||
| Treat*Reopen3 | 0.002 | ||||||
| (0.022) | |||||||
| [0.002] | |||||||
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 1.793*** | 1.800*** | 1.788*** | 1.760*** | 1.885*** | 1.962*** | 1.065*** |
| (0.010) | (0.011) | (0.016) | (0.014) | (0.008) | (0.013) | (0.028) | |
| Observations | 7,609 | 7,456 | 7,732 | 11,685 | 5,842 | 6,371 | 5,965 |
| R-squared | 0.462 | 0.442 | 0.840 | 0.840 | 0.899 | 0.904 | 0.910 |
Notes: 1. City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the effects of lockdown and reopening measures on average delivery fee per order and on the Baidu inner-city movement index. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
2. The Baidu movement index is a measure of population flow between and within cities provided by Baidu Company based on Baidu Maps. It can be compared horizontally between different cities. The inner-city mobility index is the ratio of the number of people traveling in the city to the resident population of the city, reflecting the flow of population within the city. Since Baidu only provides movement data during the Spring Festival each year and it does not provide inner-city mobility data in 2021, the study duration for the Baidu movement index is from Jan. 1, 2020 to May 1, 2020, while the study duration for average delivery fee per order is from Dec. 1, 2019 to May 1, 2020 and Dec. 19, 2020 to May 19, 2021.
The effects of lockdown and reopening policies on online food delivery consumption: Date fixed effects
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Lockdown | -1.531*** | -1.489*** | -1.947*** | -2.302*** | 0.832*** | 0.874*** | 0.337*** |
| (0.305) | (0.301) | (0.269) | (0.269) | (0.199) | (0.199) | (0.099) | |
| [-0.784] | [-0.774] | [-0.857] | [-0.900] | [1.298] | [1.396] | [0.401] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.884*** | 17.746*** | 14.242*** | 11.770*** | 6.113*** | 5.976*** | 2.540*** |
| (0.032) | (0.032) | (0.040) | (0.038) | (0.021) | (0.022) | (0.015) | |
| Observations | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 |
| R-squared | 0.894 | 0.895 | 0.940 | 0.945 | 0.441 | 0.457 | 0.547 |
| Treat*Reopen1 | 1.604*** | 1.575*** | 1.902*** | 2.127*** | -0.584*** | -0.613*** | -0.223** |
| (0.300) | (0.297) | (0.262) | (0.243) | (0.189) | (0.190) | (0.091) | |
| [3.973] | [3.831] | [5.699] | [7.390] | [-0.442] | [-0.458] | [-0.200] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.891*** | 17.755*** | 14.228*** | 11.744*** | 6.147*** | 6.011*** | 2.550*** |
| (0.032) | (0.032) | (0.041) | (0.037) | (0.021) | (0.022) | (0.017) | |
| Observations | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 |
| R-squared | 0.895 | 0.895 | 0.941 | 0.947 | 0.439 | 0.454 | 0.551 |
| Treat*Reopen2 | 0.078 | 0.090* | -0.031 | -0.141** | 0.219*** | 0.230*** | 0.096*** |
| (0.051) | (0.050) | (0.066) | (0.054) | (0.043) | (0.044) | (0.036) | |
| [0.081] | [0.094] | [-0.031] | [-0.132] | [0.245] | [0.259] | [0.101] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.864*** | 17.727*** | 14.222*** | 11.727*** | 6.140*** | 6.003*** | 2.561*** |
| (0.054) | (0.053) | (0.080) | (0.073) | (0.030) | (0.031) | (0.019) | |
| Observations | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 |
| R-squared | 0.975 | 0.976 | 0.963 | 0.954 | 0.869 | 0.866 | 0.880 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the effects of lockdown and reopening policies on online food delivery consumption. The marginal effects calculated by transforming coefficients to percentage (e.g. ) are presented in brackets.
The long-term effects of lockdown and reopening policies on online food delivery consumption: Date fixed effects
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Reopen3 | 0.082* | 0.077* | 0.111* | 0.039 | 0.043** | 0.038* | 0.063** |
| (0.047) | (0.045) | (0.060) | (0.036) | (0.022) | (0.020) | (0.028) | |
| [0.085] | [0.080] | [0.117] | [0.040] | [0.044] | [0.039] | [0.065] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.825*** | 17.695*** | 14.162*** | 11.650*** | 6.176*** | 6.046*** | 2.581*** |
| (0.025) | (0.025) | (0.030) | (0.021) | (0.014) | (0.014) | (0.014) | |
| Observations | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 |
| R-squared | 0.995 | 0.995 | 0.992 | 0.995 | 0.978 | 0.978 | 0.943 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the long-term effects of lockdown and reopening policies on online food delivery consumption. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The effects of lockdown and reopening policies on food consumption structure
| Variables | Share_Chinese | Share_Western | Share_Fresh | Share_Other | Order_Chinese | Order_Western | Order_Fresh | Order_Other |
|---|---|---|---|---|---|---|---|---|
| Treat*Lockdown | -0.177*** | -0.096*** | 0.132*** | 0.092*** | -0.196*** | -0.055** | 0.141*** | 0.060*** |
| (0.042) | (0.026) | (0.026) | (0.021) | (0.044) | (0.026) | (0.027) | (0.018) | |
| [-0.162] | [-0.092] | [0.141] | [0.096] | [-0.178] | [-0.054] | [0.151] | [0.062] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 0.644*** | 0.244*** | 0.020*** | 0.093*** | 0.683*** | 0.203*** | 0.018*** | 0.097*** |
| (0.006) | (0.003) | (0.003) | (0.003) | (0.006) | (0.003) | (0.003) | (0.002) | |
| Observations | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 | 7,609 |
| R-squared | 0.640 | 0.408 | 0.420 | 0.328 | 0.616 | 0.368 | 0.383 | 0.311 |
| Treat*Reopen1 | 0.135*** | 0.133*** | -0.131*** | -0.088*** | 0.133*** | 0.097*** | -0.140*** | -0.041** |
| (0.038) | (0.029) | (0.026) | (0.019) | (0.039) | (0.028) | (0.027) | (0.016) | |
| [0.145] | [0.142] | [-0.123] | [-0.084] | [0.142] | [0.102] | [-0.131] | [-0.040] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 0.632*** | 0.245*** | 0.022*** | 0.100*** | 0.670*** | 0.207*** | 0.020*** | 0.103*** |
| (0.005) | (0.003) | (0.003) | (0.002) | (0.006) | (0.003) | (0.003) | (0.002) | |
| Observations | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 | 7,456 |
| R-squared | 0.637 | 0.384 | 0.422 | 0.345 | 0.617 | 0.353 | 0.386 | 0.336 |
| Treat*Reopen2 | -0.039*** | 0.029*** | 0.001 | 0.009** | -0.056*** | 0.032*** | 0.001 | 0.022*** |
| (0.010) | (0.008) | (0.002) | (0.004) | (0.012) | (0.008) | (0.001) | (0.005) | |
| [-0.038] | [0.029] | [0.001] | [0.009] | [-0.054] | [0.033] | [0.001] | [0.022] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 0.631*** | 0.250*** | 0.021** | 0.098*** | 0.670*** | 0.207*** | 0.022*** | 0.101*** |
| (0.008) | (0.003) | (0.009) | (0.002) | (0.009) | (0.003) | (0.007) | (0.002) | |
| Observations | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 | 7,732 |
| R-squared | 0.733 | 0.698 | 0.488 | 0.588 | 0.690 | 0.652 | 0.351 | 0.675 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the effects of lockdown and reopening policies on food consumption structure. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The long-term effects of lockdown and reopening policies on food consumption structure
| Variables | Share_Chinese | Share_Western | Share_Fresh | Share_Other | Order_Chinese | Order_Western | Order_Fresh | Order_Other |
|---|---|---|---|---|---|---|---|---|
| Treat*Reopen3 | 0.001 | 0.002 | 0.001* | -0.005* | -0.009* | 0.005 | 0.001* | 0.003 |
| (0.003) | (0.003) | (0.001) | (0.003) | (0.005) | (0.004) | (0.001) | (0.003) | |
| [0.001] | [0.002] | [0.001] | [-0.005] | [-0.009] | [0.005] | [0.001] | [0.003] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 0.641*** | 0.248*** | 0.019*** | 0.092*** | 0.688*** | 0.202*** | 0.020*** | 0.090*** |
| (0.003) | (0.002) | (0.001) | (0.002) | (0.004) | (0.002) | (0.001) | (0.002) | |
| Observations | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 | 11,685 |
| R-squared | 0.887 | 0.831 | 0.739 | 0.773 | 0.894 | 0.794 | 0.757 | 0.837 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the long-term effects of lockdown and reopening policies on food consumption structure. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The effects of lockdown and reopening policies on Baidu searching index
| Variables | ln(Online food delivery + Catering + Restaurant) | ln(Online food delivery) | ln(Eat at restaurants + Catering + Restaurant) | ln(Eat at restaurants) |
|---|---|---|---|---|
| Treat*Lockdown | 0.416** | 0.427*** | 0.131 | -0.140** |
| (0.166) | (0.145) | (0.117) | (0.065) | |
| [0.516] | [0.533] | [0.140] | [-0.131] | |
| Control vars. | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes |
| Constant | 6.041*** | 5.360*** | 5.018*** | 0.272*** |
| (0.173) | (0.147) | (0.195) | (0.060) | |
| Observations | 7,609 | 7,609 | 7,609 | 7,609 |
| R-squared | 0.722 | 0.682 | 0.689 | 0.859 |
| Treat*Reopen1 | -0.115 | -0.169** | 0.639*** | -0.527* |
| (0.108) | (0.084) | (0.176) | (0.306) | |
| [-0.109] | [-0.155] | [0.895] | [-0.410] | |
| Control vars. | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes |
| Constant | 5.943*** | 5.365*** | 4.829*** | 0.281*** |
| (0.166) | (0.163) | (0.228) | (0.061) | |
| Observations | 7,456 | 7,456 | 7,456 | 7,456 |
| R-squared | 0.689 | 0.642 | 0.642 | 0.807 |
| Treat*Reopen2 | 0.310** | 0.249** | 0.717*** | -0.510 |
| (0.138) | (0.101) | (0.227) | (0.318) | |
| [0.363] | [0.283] | [1.048] | [-0.400] | |
| Control vars. | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes |
| Constant | 6.058*** | 5.358*** | 5.022*** | 0.332*** |
| (0.175) | (0.147) | (0.197) | (0.074) | |
| Observations | 7,732 | 7,732 | 7,732 | 7,732 |
| R-squared | 0.727 | 0.696 | 0.649 | 0.814 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the effects of lockdown and reopening policies on Baidu searching index. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The long-term effects of lockdown and reopening policies on Baidu searching index
| Variables | ln(Online food delivery + Catering + Restaurant) | ln(Online food delivery) | ln(Eat at restaurants + Catering + Restaurant) | ln(Eat at restaurants) |
|---|---|---|---|---|
| Treat*Reopen3 | -0.043 | 0.205 | -0.051 | -0.727** |
| (0.282) | (0.184) | (0.132) | (0.353) | |
| [-0.042] | [0.228] | [-0.050] | [-0.517] | |
| Control vars. | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes |
| Constant | 6.091*** | 5.500*** | 5.132*** | 0.758*** |
| (0.175) | (0.170) | (0.185) | (0.183) | |
| Observations | 11,685 | 11,685 | 11,685 | 11,685 |
| R-squared | 0.680 | 0.673 | 0.657 | 0.428 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the long-term effects of lockdown and reopening policies on Baidu searching index. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The effects of lockdown and reopening policies on online food delivery consumption: Excluding Spring Festival
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Lockdown | -1.649*** | -1.603*** | -2.123*** | -2.510*** | 0.927*** | 0.974*** | 0.367*** |
| (0.345) | (0.341) | (0.299) | (0.292) | (0.226) | (0.226) | (0.115) | |
| [-0.808] | [-0.799] | [-0.880] | [-0.919] | [1.527] | [1.649] | [0.443] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.856*** | 17.718*** | 14.211*** | 11.731*** | 6.126*** | 5.988*** | 2.547*** |
| (0.031) | (0.031) | (0.039) | (0.036) | (0.021) | (0.021) | (0.015) | |
| Observations | 7,039 | 7,039 | 7,039 | 7,039 | 7,039 | 7,039 | 7,039 |
| R-squared | 0.894 | 0.894 | 0.943 | 0.950 | 0.446 | 0.464 | 0.551 |
| Treat*Reopen1 | 1.667*** | 1.635*** | 2.007*** | 2.260*** | -0.658*** | -0.689*** | -0.248** |
| (0.331) | (0.328) | (0.291) | (0.267) | (0.207) | (0.207) | (0.101) | |
| [4.296] | [4.129] | [6.441] | [8.583] | [-0.482] | [-0.498] | [-0.220] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.881*** | 17.744*** | 14.218*** | 11.729*** | 6.152*** | 6.015*** | 2.555*** |
| (0.031) | (0.031) | (0.041) | (0.037) | (0.021) | (0.021) | (0.016) | |
| Observations | 6,988 | 6,988 | 6,988 | 6,988 | 6,988 | 6,988 | 6,988 |
| R-squared | 0.895 | 0.895 | 0.943 | 0.951 | 0.446 | 0.462 | 0.559 |
| Treat*Reopen2 | 0.077 | 0.089* | -0.040 | -0.154*** | 0.230*** | 0.242*** | 0.100** |
| (0.054) | (0.053) | (0.070) | (0.055) | (0.044) | (0.046) | (0.039) | |
| [0.080] | [0.093] | [-0.039] | [-0.143] | [0.259] | [0.274] | [0.105] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.855*** | 17.717*** | 14.211*** | 11.710*** | 6.147*** | 6.009*** | 2.567*** |
| (0.056) | (0.055) | (0.083) | (0.076) | (0.031) | (0.032) | (0.019) | |
| Observations | 7,280 | 7,280 | 7,280 | 7,280 | 7,280 | 7,280 | 7,280 |
| R-squared | 0.977 | 0.977 | 0.964 | 0.955 | 0.865 | 0.862 | 0.885 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1.A staggered DID estimation strategy and daily city-level data are used to identify the effects of lockdown and reopening policies on online food delivery consumption. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The long-term effects of lockdown and reopening policies on online food delivery consumption: Excluding Spring Festival
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Reopen3 | 0.081* | 0.074* | 0.112* | 0.043 | 0.038* | 0.031 | 0.060** |
| (0.046) | (0.044) | (0.060) | (0.036) | (0.021) | (0.019) | (0.028) | |
| [0.084] | [0.077] | [0.119] | [0.044] | [0.039] | [0.031] | [0.062] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.815*** | 17.685*** | 14.150*** | 11.638*** | 6.178*** | 6.049*** | 2.582*** |
| (0.024) | (0.024) | (0.030) | (0.021) | (0.013) | (0.013) | (0.013) | |
| Observations | 11,115 | 11,115 | 11,115 | 11,115 | 11,115 | 11,115 | 11,115 |
| R-squared | 0.995 | 0.996 | 0.993 | 0.996 | 0.980 | 0.981 | 0.947 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1.A staggered DID estimation strategy and daily city-level data are used to identify the long-term effects of lockdown and reopening policies on online food delivery consumption. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The effects of restaurants suspension and recovery policies on online food delivery consumption
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Suspension | -0.734** | -0.705** | -1.062*** | -1.315*** | 0.609*** | 0.638*** | 0.232** |
| (0.278) | (0.274) | (0.254) | (0.283) | (0.182) | (0.183) | (0.093) | |
| [-0.520] | [-0.506] | [-0.654] | [-0.732] | [0.839] | [0.893] | [0.261] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.950*** | 17.810*** | 14.313*** | 11.858*** | 6.089*** | 5.949*** | 2.523*** |
| (0.064) | (0.063) | (0.066) | (0.070) | (0.033) | (0.034) | (0.020) | |
| Observations | 7,878 | 7,878 | 7,878 | 7,878 | 7,878 | 7,878 | 7,878 |
| R-squared | 0.877 | 0.878 | 0.918 | 0.913 | 0.418 | 0.434 | 0.529 |
| Treat*Recover1 | 0.850*** | 0.828*** | 1.080*** | 1.346*** | -0.525*** | -0.547*** | -0.238*** |
| (0.288) | (0.284) | (0.283) | (0.296) | (0.172) | (0.174) | (0.074) | |
| [1.340] | [1.289] | [1.945] | [2.842] | [-0.408] | [-0.421] | [-0.212] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.887*** | 17.751*** | 14.223*** | 11.739*** | 6.149*** | 6.013*** | 2.551*** |
| (0.032) | (0.032) | (0.042) | (0.038) | (0.021) | (0.022) | (0.016) | |
| Observations | 7,317 | 7,317 | 7,317 | 7,317 | 7,317 | 7,317 | 7,317 |
| R-squared | 0.895 | 0.896 | 0.927 | 0.927 | 0.487 | 0.501 | 0.608 |
| Treat*Recover2 | 0.324** | 0.325** | 0.273* | 0.261 | 0.051 | 0.052 | 0.009 |
| (0.157) | (0.155) | (0.151) | (0.164) | (0.066) | (0.067) | (0.043) | |
| [0.383] | [0.384] | [0.314] | [0.298] | [0.052] | [0.053] | [0.009] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.966*** | 17.826*** | 14.326*** | 11.870*** | 6.093*** | 5.954*** | 2.526*** |
| (0.070) | (0.069) | (0.070) | (0.075) | (0.033) | (0.034) | (0.020) | |
| Observations | 7,602 | 7,602 | 7,602 | 7,602 | 7,602 | 7,602 | 7,602 |
| R-squared | 0.931 | 0.932 | 0.940 | 0.925 | 0.633 | 0.641 | 0.757 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the effects of restaurants suspension and recovery policies on online food delivery consumption. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The long-term effects of restaurants suspension and recovery policies on online food delivery consumption
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Recover3 | 0.088* | 0.084* | 0.115* | 0.042 | 0.047** | 0.042** | 0.064** |
| (0.048) | (0.046) | (0.062) | (0.036) | (0.022) | (0.021) | (0.029) | |
| [0.092] | [0.088] | [0.122] | [0.043] | [0.048] | [0.043] | [0.066] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.826*** | 17.696*** | 14.163*** | 11.653*** | 6.175*** | 6.045*** | 2.580*** |
| (0.025) | (0.024) | (0.030) | (0.020) | (0.013) | (0.013) | (0.014) | |
| Observations | 11,514 | 11,514 | 11,514 | 11,514 | 11,514 | 11,514 | 11,514 |
| R-squared | 0.995 | 0.995 | 0.992 | 0.995 | 0.978 | 0.978 | 0.943 |
Notes: City-level clustered standard errors are presented in parentheses; ***p<0.01, **p<0.05, *p<0.1. A staggered DID estimation strategy and daily city-level data are used to identify the long-term effects of restaurants suspension and recovery policies on online food delivery consumption. The marginal effects calculated by transforming coefficients to percentage are presented in brackets.
The effects of lockdown and reopening policies on online food delivery consumption: Excluding partial lockdown cities
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Lockdown | -1.964*** | -1.911*** | -2.439*** | -2.869*** | 0.988*** | 1.041*** | 0.413*** |
| (0.349) | (0.346) | (0.244) | (0.196) | (0.258) | (0.257) | (0.128) | |
| [-0.860] | [-0.852] | [-0.913] | [-0.943] | [1.686] | [1.832] | [0.511] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.868*** | 17.730*** | 14.218*** | 11.741*** | 6.127*** | 5.989*** | 2.544*** |
| (0.032) | (0.032) | (0.040) | (0.038) | (0.021) | (0.022) | (0.016) | |
| Observations | 6,990 | 6,990 | 6,990 | 6,990 | 6,990 | 6,990 | 6,990 |
| R-squared | 0.896 | 0.896 | 0.947 | 0.958 | 0.427 | 0.445 | 0.515 |
| Treat*Reopen1 | 2.090*** | 2.053*** | 2.395*** | 2.650*** | -0.644** | -0.681** | -0.256** |
| (0.337) | (0.335) | (0.239) | (0.185) | (0.265) | (0.265) | (0.123) | |
| [7.085] | [6.791] | [9.968] | [13.154] | [-0.475] | [-0.494] | [-0.226] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.890*** | 17.754*** | 14.228*** | 11.744*** | 6.146*** | 6.010*** | 2.550*** |
| (0.032) | (0.032) | (0.042) | (0.038) | (0.022) | (0.022) | (0.017) | |
| Observations | 6,838 | 6,838 | 6,838 | 6,838 | 6,838 | 6,838 | 6,838 |
| R-squared | 0.898 | 0.898 | 0.947 | 0.957 | 0.421 | 0.436 | 0.527 |
| Treat*Reopen2 | 0.106** | 0.122** | -0.049 | -0.214*** | 0.318*** | 0.334*** | 0.147*** |
| (0.049) | (0.048) | (0.071) | (0.041) | (0.031) | (0.034) | (0.036) | |
| [0.112] | [0.130] | [-0.048] | [-0.193] | [0.374] | [0.397] | [0.158] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.862*** | 17.724*** | 14.214*** | 11.717*** | 6.147*** | 6.010*** | 2.563*** |
| (0.056) | (0.055) | (0.083) | (0.076) | (0.031) | (0.032) | (0.020) | |
| Observations | 6,827 | 6,827 | 6,827 | 6,827 | 6,827 | 6,827 | 6,827 |
| R-squared | 0.973 | 0.974 | 0.960 | 0.952 | 0.863 | 0.860 | 0.873 |
The effects of lockdown and reopening policies on online food delivery consumption: Excluding complete lockdown cities
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Lockdown | -0.264 | -0.253 | -0.491 | -0.601 | 0.335*** | 0.345*** | 0.094 |
| (0.282) | (0.276) | (0.390) | (0.374) | (0.111) | (0.115) | (0.057) | |
| [-0.232] | [-0.224] | [-0.388] | [-0.452] | [0.398] | [0.412] | [0.099] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.883*** | 17.747*** | 14.225*** | 11.735*** | 6.150*** | 6.015*** | 2.557*** |
| (0.053) | (0.053) | (0.079) | (0.070) | (0.032) | (0.033) | (0.023) | |
| Observations | 5,974 | 5,974 | 5,974 | 5,974 | 5,974 | 5,974 | 5,974 |
| R-squared | 0.963 | 0.965 | 0.947 | 0.935 | 0.893 | 0.891 | 0.886 |
| Treat*Reopen1 | 0.266 | 0.262 | 0.449 | 0.568* | -0.301*** | -0.305*** | -0.106* |
| (0.230) | (0.224) | (0.317) | (0.292) | (0.109) | (0.110) | (0.063) | |
| [0.305] | [0.300] | [0.567] | [0.765] | [-0.260] | [-0.263] | [-0.101] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.893*** | 17.757*** | 14.232*** | 11.736*** | 6.160*** | 6.024*** | 2.562*** |
| (0.052) | (0.051) | (0.078) | (0.071) | (0.031) | (0.032) | (0.021) | |
| Observations | 5,973 | 5,973 | 5,973 | 5,973 | 5,973 | 5,973 | 5,973 |
| R-squared | 0.964 | 0.965 | 0.948 | 0.936 | 0.888 | 0.887 | 0.880 |
| Treat*Reopen2 | 0.029 | 0.034 | -0.014 | -0.033 | 0.061 | 0.066 | 0.011 |
| (0.093) | (0.090) | (0.112) | (0.093) | (0.053) | (0.054) | (0.054) | |
| [0.029] | [0.035] | [-0.014] | [-0.032] | [0.063] | [0.068] | [0.011] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.891*** | 17.755*** | 14.236*** | 11.730*** | 6.164*** | 6.028*** | 2.571*** |
| (0.056) | (0.056) | (0.084) | (0.076) | (0.032) | (0.032) | (0.021) | |
| Observations | 6,260 | 6,260 | 6,260 | 6,260 | 6,260 | 6,260 | 6,260 |
| R-squared | 0.966 | 0.968 | 0.951 | 0.939 | 0.891 | 0.889 | 0.887 |
Placebo test: Excluding Spring Festival & According to the lunar calendar
| Variables | ln(Value) | ln(Net_Value) | ln(Order) | ln(Restaurant) | ln(ATVP) | ln(NATVP) | ln(ANOP) |
|---|---|---|---|---|---|---|---|
| Treat*Lockdown | -0.024 | -0.022 | -0.040 | -0.032* | 0.008 | 0.009 | -0.007 |
| (0.022) | (0.022) | (0.031) | (0.017) | (0.009) | (0.009) | (0.014) | |
| [-0.024] | [-0.022] | [-0.039] | [-0.031] | [0.008] | [0.009] | [-0.007] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.938*** | 17.808*** | 14.253*** | 11.825*** | 6.114*** | 5.984*** | 2.506*** |
| (0.012) | (0.012) | (0.015) | (0.008) | (0.007) | (0.007) | (0.008) | |
| Observations | 7,004 | 7,004 | 7,004 | 7,004 | 7,004 | 7,004 | 7,004 |
| R-squared | 0.997 | 0.997 | 0.994 | 0.996 | 0.987 | 0.987 | 0.967 |
| Treat*Reopen1 | -0.011 | -0.017 | 0.016 | -0.005 | -0.007 | -0.013* | 0.017 |
| (0.012) | (0.011) | (0.024) | (0.007) | (0.009) | (0.007) | (0.018) | |
| [-0.011] | [-0.017] | [0.016] | [-0.005] | [-0.007] | [-0.013] | [0.017] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.954*** | 17.826*** | 14.260*** | 11.832*** | 6.124*** | 5.996*** | 2.507*** |
| (0.016) | (0.016) | (0.022) | (0.012) | (0.007) | (0.007) | (0.010) | |
| Observations | 6,931 | 6,931 | 6,931 | 6,931 | 6,931 | 6,931 | 6,931 |
| R-squared | 0.997 | 0.997 | 0.994 | 0.996 | 0.988 | 0.988 | 0.965 |
| Treat*Reopen2 | -0.041 | -0.045 | -0.037 | -0.040* | -0.001 | -0.004 | 0.003 |
| (0.027) | (0.027) | (0.039) | (0.020) | (0.012) | (0.011) | (0.021) | |
| [-0.040] | [-0.044] | [-0.036] | [-0.039] | [-0.001] | [-0.004] | [0.003] | |
| Control vars. | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| City fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Date fixed effects | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Constant | 17.935*** | 17.804*** | 14.249*** | 11.824*** | 6.112*** | 5.982*** | 2.503*** |
| (0.011) | (0.012) | (0.015) | (0.008) | (0.007) | (0.007) | (0.008) | |
| Observations | 7,223 | 7,223 | 7,223 | 7,223 | 7,223 | 7,223 | 7,223 |
| R-squared | 0.997 | 0.997 | 0.994 | 0.996 | 0.987 | 0.987 | 0.963 |
Various levels of prevention and control measures in sampled cities
| Types of Lockdown | City | Province | Lockdown Start Date | Cases as of Start Date | Lockdown End Date | Cases as of End Date | Cases as of May 1, 2020 |
|---|---|---|---|---|---|---|---|
| Panel A. Complete Lockdown | |||||||
| 1 | Wuhan | Hubei | 2020/1/23 | 495 | 2020/4/8 | 50007 | 50333 |
| 1 | Ezhou | Hubei | 2020/1/23 | 0 | 2020/3/25 | 1394 | 1394 |
| 1 | Xiaogan | Hubei | 2020/1/24 | 26 | 2020/3/21 | 3518 | 3518 |
| 1 | Jingzhou | Hubei | 2020/1/24 | 10 | 2020/3/15 | 1580 | 1580 |
| 1 | Suizhou | Hubei | 2020/1/24 | 5 | 2020/3/17 | 1307 | 1307 |
| 1 | Huangshi | Hubei | 2020/1/24 | 0 | 2020/3/23 | 1015 | 1015 |
| 1 | Yichang | Hubei | 2020/1/24 | 1 | 2020/3/14 | 931 | 931 |
| 1 | Jingmen | Hubei | 2020/1/24 | 21 | 2020/3/17 | 928 | 928 |
| 1 | Xianning | Hubei | 2020/1/24 | 0 | 2020/3/15 | 836 | 836 |
| 1 | Shiyan | Hubei | 2020/1/24 | 5 | 2020/3/25 | 672 | 672 |
| 1 | Xiantao | Hubei | 2020/1/24 | 10 | 2020/3/13 | 575 | 575 |
| 1 | Tianmen | Hubei | 2020/1/24 | 3 | 2020/3/14 | 496 | 496 |
| 1 | Enshi | Hubei | 2020/1/24 | 11 | 2020/3/17 | 252 | 252 |
| 1 | Qianjiang | Hubei | 2020/1/24 | 0 | 2020/3/13 | 198 | 198 |
| 1 | Xiangyang | Hubei | 2020/1/28 | 131 | 2020/3/17 | 1175 | 1175 |
| Panel B. Partial Lockdown | |||||||
| 2 | Wenzhou | Zhejiang | 2020/2/2 | 291 | 2020/2/19 | 504 | 504 |
| 2 | Harbin | Heilongjiang | 2020/2/4 | 73 | 2020/3/9 | 198 | 263 |
| 2 | Hangzhou | Zhejiang | 2020/2/4 | 141 | 2020/3/21 | 181 | 181 |
| 2 | Ningbo | Zhejiang | 2020/2/4 | 120 | 2020/2/16 | 156 | 157 |
| 2 | Zhengzhou | Henan | 2020/2/4 | 92 | 2020/3/6 | 157 | 157 |
| 2 | Zhumadian | Henan | 2020/2/4 | 82 | 2020/2/21 | 139 | 139 |
| 2 | Fuzhou | Fujian | 2020/2/4 | 55 | 2020/2/13 | 66 | 72 |
| Panel C. No lockdown | |||||||
| 3 | Chongqing | Chongqing | 579 | ||||
| 3 | Yinchuan | Ningxia | 36 | ||||
| 3 | Wuzhong | Ningxia | 28 | ||||
| 3 | Huaian | Jiangsu | 66 | ||||
| 3 | Huaibei | Anhui | 27 | ||||
| 3 | Xinyang | Henan | 274 | ||||
| 3 | Nanjing | Jiangsu | 93 | ||||
| 3 | Xuzhou | Jiangsu | 79 | ||||
| 3 | Changzhou | Jiangsu | 51 | ||||
| 3 | Linyi | Shandong | 49 | ||||
| 3 | Nantong | Jiangsu | 40 | ||||
| 3 | Jining | Shandong | 260 | ||||
| 3 | Nanchang | Jiangxi | 230 | ||||
| 3 | Qingdao | Shandong | 65 | ||||
| 3 | Nanning | Guangxi | 55 | ||||
| 3 | Kunming | Yunnan | 53 | ||||
| 3 | Jinan | Shandong | 47 | ||||
| 3 | Haikou | Hainan | 39 | ||||
| 3 | Shijiazhuang | Hebei | 29 | ||||
| 3 | Zhuhai | Guangdong | 103 | ||||
| 3 | Suzhou | Jiangsu | 87 | ||||
| 3 | Shenyang | Liaoning | 28 | ||||
| 3 | Shenzhen | Guangdong | 462 | ||||
| 3 | Guangzhou | Guangdong | 504 | ||||
| 3 | Hefei | Anhui | 174 | ||||
| 3 | Chengdu | Sichuan | 166 | ||||
| 3 | Tianjin | Tianjin | 190 | ||||
| 3 | Lanzhou | Gansu | 36 | ||||
| 3 | Guiyang | Guizhou | 36 | ||||
| 3 | Foshan | Guangdong | 100 | ||||
| 3 | Dongguan | Guangdong | 100 | ||||
| 3 | Huizhou | Guangdong | 62 | ||||
| 3 | Wuxi | Jiangsu | 55 | ||||
| 3 | Beijing | Beijing | 593 | ||||
| 3 | Shanghai | Shanghai | 652 | ||||
Notes: This table summarizes different levels of prevention and control measures across 57 cities. Panel A lists 15 cities with completed lockdown, which means all public transport and private vehicles were banned in the city, all residential buildings were locked down, and residents were not allowed to leave the city. 7 Cities in Panel B are under partial lockdown, the majority of the public transportation was temporarily locked down, checkpoints were set up to control the inflow of population, and surveillance and tighter controls were implemented in each neighborhood. 35 cities in Panel C did not implement lockdowns; in these cities public transport maintained normal operation.
Definitions and descriptive statistics of variables
| Variables | Definitions | 2019–2020 | 2020–2021 |
|---|---|---|---|
| Mean | Mean | ||
| (Std. Dev.) | (Std. Dev.) | ||
| Value | Total transaction value of online food delivery orders paid by consumers (RMB) | 3104901 (6150980) | 4342667 (7791635) |
| Net_Value | Total transaction value of online food delivery orders paid by consumers net of delivery costs (RMB) | 2730509 (5378340) | 3790569 (6840060) |
| Order | Total number of online food delivery orders (number) | 91229.52 | 140478.20 |
| (159110) | (207613.10) | ||
| Restaurant | Total number of restaurants offering online food delivery services (number) | 12106.40 | 18506.33 |
| (16302.86) | (21383.52) | ||
| ATVP | Average transaction value of online food delivery orders per restaurant paid by consumers (RMB) | 268.49 (579.54) | 161.25 (78.96) |
| NATVP | Average transaction value of online food delivery orders per restaurant paid by consumers net of delivery costs (RMB) | 243.77 (561.13) | 139.46 (70.28) |
| ANOP | Average number of online food delivery orders per restaurant (number) | 5.97 | 5.76 |
| (3.81) | (1.98) | ||
| Value_R | Total transaction value of food eats at restaurants orders paid by consumers (RMB) | 3069781 | 9089393 |
| (8625823) | (113000000) | ||
| Order_R | Total number of food eats at restaurants orders (number) | 31881.13 | 95384.03 |
| (47366.83) | (100316.50) | ||
| Restaurant_R | Total number of restaurants offering food eats at restaurants services (number) | 1906.23 | 4955.24 |
| (2378.78) | (4562.00) | ||
| ATVP_R | Average transaction value of food eats at restaurants order per restaurant paid by consumers (RMB) | 1528.22 | 1430.87 |
| (9478.11) | (7581.93) | ||
| ANOP_R | Average number of food eats at restaurants orders per restaurant (number) | 14.42 | 17.70 |
| (8.09) | (4.75) | ||
| Share_Chinese | Proportion of transaction value of Chinese food to total transaction value (%) | 0.60 | 0.64 |
| (0.16) | (0.06) | ||
| Share_Western | Proportion of transaction value of western food to total transaction value (%) | 0.25 | 0.24 |
| (0.09) | (0.04) | ||
| Share_Fresh | Proportion of transaction value of fresh food to total transaction value (%) | 0.05 | 0.02 |
| (0.12) | (0.01) | ||
| Share_Other | Proportion of transaction value of drinks and other food to total transaction value (%) | 0.09 | 0.10 |
| (0.09) | (0.03) | ||
| Order_Chinese | Proportion of orders of Chinese food to total orders (%) | 0.64 | 0.66 |
| (0.16) | (0.06) | ||
| Order_Western | Proportion of orders of western food to total orders (%) | 0.22 | 0.22 |
| (0.09) | (0.04) | ||
| Order_Fresh | Proportion of orders of fresh food to total orders (%) | 0.04 | 0.01 |
| (0.11) | (0.01) | ||
| Order_Other | Proportion of orders of drinks and other food to total orders (%) | 0.09 | 0.11 |
| (0.08) | (0.03) | ||
| Online food delivery + Cater-ing + Restaurant | Searching volumes of “Online food delivery (WaiMai)+Catering (CanYin)+Restaurant (CanGuan)” on Baidu (Index) | 182.97 (136.73) | 185.20 (138.40) |
| Online food delivery | Searching volumes of “Online food delivery (WaiMai)” on Baidu (Index) | 94.35 (67.69) | 91.13 (65.20) |
| Eat at restaurants + Catering + Restaurant | Searching volumes of “Eat at restaurants (TangShi)+Catering (CanYin)+Restaurant (CanGuan)” on Baidu (Index) | 115.82 (115.62) | 117.33 (107.81) |
| Eat at restaurants | Searching volumes of “Eat at restaurants (TangShi)” on Baidu (Index) | 32.72 | 23.27 |
| (61.59) | (37.54) | ||
| Delivery | Average delivery fee per order (RMB) | 4.06 | 3.78 |
| (1.48) | (0.66) | ||
| Inner-city mobility | The ratio of the number of people traveling in the city to the resident population of the city | 3.80 (1.56) | |
| Treat | Whether the city has implemented the lockdown policy (1 = Complete/Partial lockdown; 0 = No lockdown) | 0.39 | 0.39 |
| (0.49) | (0.49) | ||
| Lockdown | Whether the day has implemented the lockdown policy (1 = Lockdown period; 0 = Before lockdown or control group) | 0.13 | |
| (0.34) | |||
| Reopen1 | Whether the day has implemented the reopening policy (1 = Reopen; 0 = Lockdown period or control group) | 0.15 | |
| (0.36) | |||
| Reopen2 | Whether the day has implemented the reopening policy (1 = Reopen; 0 = Before lockdown or control group) | 0.14 | |
| (0.35) | |||
| Reopen3 | Whether the day has implemented the reopening policy (1 = Reopen (long-term); 0 = Before lockdown or control group) | 0.39 | |
| (0.49) | |||
| COVID-19 cases | Cumulative new COVID-19 cases in the past 14 days | 116.97 | 3.77 |
| (1461.23) | (29.17) | ||
| Temperature | Average temperature ( | 10.19 | 11.73 |
| (7.42) | (8.41) | ||
| Precipitation | 24-hour precipitation (mm) | 1.80 | 1.87 |
| (5.53) | (6.36) | ||
| Observations | 8721 | 8664 | |
Differences in mean value of dependent variables among different periods of COVID-19 pandemic
| Variables | Control Group | Treatment Group | Difference# | ||||
|---|---|---|---|---|---|---|---|
| Full sample | Before Lockdown (1) | Lockdown Period (2) | After lockdown (3) | Diff (2-1) | Diff (3-2) | Diff (3-1) | |
| Value | 3899121 | 2527302 | 781049.80 | 2004094 | -1746252*** | 1223044*** | -523208*** |
| (7257136) | (4166106) | (2112516) | (3161915) | ||||
| Net_Value | 3423482 | 2207914 | 709312.40 | 1785525 | -1498601*** | 1076212*** | -422389*** |
| (6342899) | (3628350) | (1889197) | (2801308) | ||||
| Order | 112375 | 91023.50 | 15498.80 | 56989 | -75524*** | 41490*** | -34034*** |
| (178737.80) | (150755.80) | (51488.86) | (89970.89) | ||||
| Restaurant | 15230.91 | 9937.30 | 1799.59 | 8694.12 | -8137.71*** | 6894.53*** | -1243.18** |
| (17904.85) | (13803.59) | (5831.58) | (11640.65) | ||||
| ATVP | 190.36 | 168.42 | 923.37 | 176.19 | 754.95*** | -747.18*** | 7.77** |
| (89.85) | (84.98) | (1553.84) | (103.72) | ||||
| NATVP | 167.92 | 146.16 | 876.52 | 157.29 | 730.36*** | -719.23*** | 11.13*** |
| (80.74) | (75.24) | (1507.77) | (96.33) | ||||
| ANOP | 5.77 | 5.95 | 8.42 | 4.78 | 2.47*** | -3.64*** | -1.17*** |
| (1.97) | (2.62) | (9.30) | (1.85) | ||||
| Value_R | 3682578 | 3020221 | 155819.50 | 1868125 | -2864401.50*** | 1712305.50*** | -1152096** |
| (8416669) | (8549137) | (658621.30) | (12300000) | ||||
| Order_R | 37095.09 | 37024.84 | 2314.21 | 19482.51 | -34710.63*** | 17168.30*** | -17542.33*** |
| (46972.95) | (64119.58) | (7395.42) | (33912.01) | ||||
| Restaurant_R | 2265.37 | 1762.21 | 180.80 | 1347.05 | -1581.41*** | 1166.25*** | -415.16*** |
| (2380.58) | (2743.17) | (589.24) | (2095.87) | ||||
| ATVP_R | 1700.43 | 1609.10 | 664.21 | 1122.29 | -944.89*** | 458.08* | -486.81* |
| (11035.98) | (3724.95) | (933.36) | (7408.58) | ||||
| ANOP_R | 14.70 | 18.09 | 10.27 | 12.11 | -7.82*** | 1.84*** | -5.98*** |
| (5.83) | (7.13) | (17.50) | (5.68) | ||||
| Share_Chinese | 0.63 | 0.67 | 0.35 | 0.61 | -0.32*** | 0.26*** | -0.06*** |
| (0.11) | (0.07) | (0.27) | (0.09) | ||||
| Share_Western | 0.26 | 0.24 | 0.20 | 0.28 | -0.04*** | 0.08*** | 0.04*** |
| (0.06) | (0.06) | (0.20) | (0.06) | ||||
| Share_Fresh | 0.04 | 0.02 | 0.22 | 0.02 | 0.2*** | -0.2*** | 0 |
| (0.07) | (0.02) | (0.25) | (0.02) | ||||
| Share_Other | 0.07 | 0.07 | 0.18 | 0.09 | 0.11*** | -0.09*** | 0.02*** |
| (0.03) | (0.04) | (0.24) | (0.05) | ||||
| Order_Chinese | 0.67 | 0.71 | 0.39 | 0.63 | -0.32*** | 0.24*** | -0.08*** |
| (0.10) | (0.07) | (0.28) | (0.09) | ||||
| Order_Western | 0.22 | 0.20 | 0.20 | 0.24 | 0 | 0.04*** | 0.04*** |
| (0.06) | (0.05) | (0.21) | (0.06) | ||||
| Order_Fresh | 0.03 | 0.01 | 0.20 | 0.01 | 0.19*** | -0.19*** | 0* |
| (0.06) | (0.01) | (0.25) | (0.01) | ||||
| Order_Other | 0.08 | 0.07 | 0.16 | 0.11 | 0.09*** | -0.05*** | 0.04*** |
| (0.04) | (0.03) | (0.21) | (0.05) | ||||
| Online food delivery + Catering + Restaurant | 217.76 | 117.05 | 122.30 | 144.40 | 5.25 | 22.1*** | 27.35*** |
| (128.20) | (135.71) | (129.00) | (127.37) | ||||
| Online food delivery | 114.53 | 57.39 | 62.44 | 67.60 | 5.05* | 5.16* | 10.21*** |
| (60.96) | (69.14) | (65.13) | (60.86) | ||||
| Eat at restaurants + Catering + Restaurant | 138.64 | 45.26 | 55.36 | 139.93 | 10.10*** | 84.57*** | 94.67*** |
| (115.89) | (65.76) | (92.84) | (124.89) | ||||
| Eat at restaurants | 35.41 | 0.00 | 13.96 | 73.68 | 13.96*** | 59.72*** | 73.68*** |
| (62.75) | (0.00) | (47.44) | (74.54) | ||||
| Delivery | 3.87 | 3.83 | 5.56 | 3.94 | 1.73*** | -1.62*** | 0.11*** |
| (0.92) | (0.96) | (3.27) | (0.53) | ||||
| Inner-city mobility | 4.00 | 4.72 | 1.81 | 4.34 | -2.91*** | 2.53*** | -0.38*** |
| (1.50) | (1.31) | (0.90) | (0.83) | ||||
| Observations | 5355 | 1265 | 989 | 1112 | |||
Notes: #means comparison test; ***p<0.01, **p<0.05, *p<0.1.