转自：智通财经 【市监总局约谈7家平台企业】2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美 团、淘宝闪购等平台企业，要求有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民 共和国价格法》《中华人民共和国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规 定，主动落实主体责任，进一步规范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷 式"竞争，共同维护公平竞争市场环境，促进平台经济创新和健康发展。 ...

2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求 有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民共和 国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一步规 范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环 境，促进平台经济创新和健康发展。 来源："市说新语"微信公号 ...

来源丨央视新闻 编辑丨黎雨桐 字节将卖掉沐瞳，金额或超414亿元 光伏大佬李兆廷被拘留，身家曾超200亿元 蛇年A股第一牛股，狂飙1836% SFC 21君荐读 2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企 业，要求有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格 法》《中华人民共和国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定， 主动落实主体责任，进一步规范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内 卷式"竞争，共同维护公平竞争市场环境，促进平台经济创新和健康发展。 ...

2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求 有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民共和 国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一步规 范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环 境，促进平台经济创新和健康发展。（央视新闻） ...

要求有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民 共和国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一 步规范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场 环境，促进平台经济创新和健康发展。（央视新闻） 2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业。 ...

Group 1 - The State Administration for Market Regulation (SAMR) held discussions with major platform companies including Alibaba, Douyin, Baidu, Tencent, JD.com, Meituan, and Taobao Shanguo, emphasizing the need to comply with various laws such as the Anti-Unfair Competition Law, Price Law, Consumer Rights Protection Law, and E-commerce Law [1] - SAMR urged these platform companies to take proactive responsibility and further standardize promotional activities on their platforms [1] - The regulatory body reminded the relevant platform companies to eliminate all forms of "involution" competition to maintain a fair competitive market environment, promoting innovation and healthy development in the platform economy [2]

责任编辑：常福强 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求 有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民共和 国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一步规 范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环 境，促进平台经济创新和健康发展。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业， ...

2月13日，市场监管总局约谈阿里巴巴、抖音、百度、腾讯、京东、美团、淘宝闪购等平台企业，要求 有关平台企业严格遵守《中华人民共和国反不正当竞争法》《中华人民共和国价格法》《中华人民共和 国消费者权益保护法》《中华人民共和国电子商务法》等法律法规规定，主动落实主体责任，进一步规 范平台促销推广行为。提醒相关平台企业要杜绝各种形式的"内卷式"竞争，共同维护公平竞争市场环 境，促进平台经济创新和健康发展。 （文章来源：央视新闻客户端） ...

Core Viewpoint - The article discusses the promotional campaign of Qianwen's Super Free Card, highlighting its extended validity and expanded usage across various sectors, which aims to boost user engagement and consumption [1][4]. Group 1: Promotion Details - Qianwen officially announced an extension of the Super Free Card promotion for an additional three days, from February 14 to February 17, allowing users to claim up to 10 cards worth 25 yuan each [1]. - Users must update the Qianwen APP to version 6.2.8 or above to participate, with new users receiving one card upon login and earning additional cards through inviting new users [4]. - The usage scope of the Super Free Card has significantly expanded to include not only dining and holiday goods but also movie tickets, scenic spot tickets, hotel bookings, and flight reservations, with AI dialogue facilitating one-click ordering [4]. Group 2: User Engagement and Growth Metrics - The "Spring Festival 30 Billion Free Order" campaign launched on February 6 led to a surge in online orders for participating beverage brands, with some reporting order volumes increasing nearly tenfold, causing system crashes due to high traffic [4]. - According to QuestMobile data, the first day of the "30 Billion Free Order" campaign saw a 7.3 times increase in Daily Active Users (DAU), reaching 58.48 million, surpassing Doubao by 22.75 million [4]. - The DAU for the previous "Yuanbao Spring Festival Red Packet" activity on February 1 increased by 2.1 times, reaching 23.99 million [4]. Group 3: Market Position - As of February 14, Qianwen and Ant Financial's app, Antifufu, saw a significant increase in downloads, ranking first and second in the free app category on the Apple App Store in China [4].

Core Viewpoint - Meituan is expected to report a significant loss of 233-243 billion yuan for the fiscal year 2025, a staggering drop of approximately 600 billion yuan compared to the previous year, indicating severe financial distress in the face of intense competition from rivals like Alibaba and Pinduoduo [2][35]. Group 1: Competitive Landscape - The competitive landscape is dominated by major players such as Alibaba, Tencent, and ByteDance, all investing heavily in AI-driven marketing strategies, which have rendered traditional marketing methods less effective [32][34]. - Meituan's market share in the food delivery sector has plummeted from 70% in 2024 to 50% in 2025, while Alibaba's share has risen from 30% to 42%, nearly matching Meituan [12][44]. - The entry of JD.com into the food delivery market has further intensified competition, with JD's daily orders surpassing 2.5 million and a projected market share of 33.5% [11][44]. Group 2: Strategic Moves and Market Dynamics - The return of Alibaba's executive Jiang Fan in June 2025 has been pivotal, as he has restructured Alibaba's operations to enhance its competitive edge, particularly in the food delivery segment [5][42]. - Alibaba's aggressive marketing strategies have successfully tapped into lower-tier cities, significantly increasing order volumes from these regions, which has been crucial for its growth [18][48]. - The overall food delivery market has seen a surge in daily orders from 1 billion to over 2 billion, driven by substantial investments and subsidies from the leading companies [13][45]. Group 3: Financial Metrics and Marketing Efficiency - Meituan's customer acquisition cost ranges from 25-35 yuan per person, while Alibaba's AI-driven approach reduces this cost to 8-15 yuan, showcasing a stark efficiency gap [52]. - The conversion rate for Meituan is only 3-5%, compared to Alibaba's 8-12%, indicating that Alibaba's strategies are yielding better results [52]. - Meituan's stock price has dropped from over 100 Hong Kong dollars at the beginning of 2025 to around 82.5 Hong Kong dollars by February 2026, reflecting investor concerns over its declining market position [50].