近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 三大外卖平台齐发声 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平 台经济的重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来， 外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会 各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩 序，国务院反垄断反不正当竞争委员会办公室(以下简称委员会办公室)依据《中华人民共和国反垄断 法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服 ...

【#美团淘宝闪购回应外卖平台竞争调查#】1月9日下午，国务院双反委员会办公室宣布启动外卖平台服 务行业市场竞争状况调查、评估。 对此，淘宝闪购官微发文，"深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创 新与健康发展的基石。淘宝闪购始终坚持公平、公正、公开的原则，在商户管理、价格行为、配送员权 益保障、消费者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》等相关法律法规，遵循 《外卖平台服务管理基本要求》开展业务。淘宝闪购欢迎并将积极配合此次行业市场竞争状况调查、评 估工作，严格落实合规主体责任，持续与商户、生态合作伙伴等各方携手，提供更多元化、更高质量的 服务，共同维护好公平有序的市场环境，合力推动外卖服务行业进一步繁荣发展"。 1月9日,国务院反垄断反不正当竞争委员 会办公室宣布,对外卖平台服务行业市场竞 争状况开展调查、评估。 淘宝闪购深知公平竞争是市场经济的核心原 则，也是推动外卖平台服务行业持续创新与 健康发展的基石。我们始终坚持公平、公 正、公开的原则,在商户管理、价格行为、 配送员权益保障、消费者权益保护等方面, 多次呼吁行业回归理性,坚决反对"内卷 式"竞争。美团将以此 ...

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation into the competitive landscape of the food delivery platform service industry, aiming to address issues of irrational competition and promote fair market practices [1][2]. Group 1: Investigation Purpose and Methodology - The investigation aims to express concerns about competition, assess monopoly risks, and regulate market order within the food delivery sector [2]. - The committee will employ methods such as on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors and market conditions [2]. Group 2: Industry Response - Taobao Shangu expressed its commitment to fair competition as a core principle of market economy and stated its intention to cooperate fully with the investigation [2]. - Taobao Shangu emphasized adherence to relevant laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, while aiming to provide diverse and high-quality services [2]. - Meituan acknowledged the prevalence of irrational competition characterized by price wars and subsidies, advocating for a return to rational competition and supporting the investigation as a means to promote innovation and healthy development in the industry [4][5].

美团称，近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁 行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契机，和行业内各平台一起，共同落实市 场主体责任，公平参与市场竞争，促进外卖平台服务行业创新和健康发展。 淘宝闪购表示，坚决维护行业公平有序竞争。 声明表示，淘宝闪购深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创新与健康 发展的基石。我们始终坚持公平、公正、公开的原则，在商户管理、价格行为、配送员权益保障、消费 者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》等相关法律法规，遵循《外卖平台服 务管理基本要求》开展业务。 淘宝闪购称，我们欢迎并将积极配合此次行业市场竞争状况调查、评估工作，严格落实合规主体责任， 持续与商户、生态合作伙伴等各方携手，提供更多元化、更高质量的服务，共同维护好公平有序的市场 环境，合力推动外卖服务行业进一步繁荣发展。 据市场监督管理总局1月9日消息，近日，国务院反垄断反不正当竞争委员会办公室依据《中华人民共和 国反垄断法》，对外卖平台服务行业市场竞争状况开展调查、评估。（此前报道） 9日晚，美团和淘宝闪购分别 ...

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee has initiated an investigation and assessment of the market competition status in the food delivery platform service industry, responding to concerns about irrational competition practices such as price wars and excessive subsidies [1]. Group 1: Company Responses - Meituan expressed strong support for the investigation, emphasizing the need for rational competition and a commitment to fulfilling market responsibilities to promote innovation and healthy development in the food delivery sector [2]. - Taobao Shanguo highlighted the importance of fair competition as a core principle of market economy, pledging to comply with relevant laws and regulations while actively participating in the investigation to maintain a fair market environment [4]. - JD Delivery also voiced strong support for the investigation, advocating against harmful competition practices and promoting high-quality development through supply chain innovation to better serve consumers and partners [6][7].

Core Viewpoint - Meituan has initiated a pilot program in Dalian to enhance the lock service industry through improved merchant cooperation standards, online transaction processes, and AI consultation, aiming to provide safer and more transparent consumer services [1][2][3] Group 1: Service Improvement Measures - The pilot program includes measures such as raising merchant entry thresholds, implementing a "public security registration" label, and online tracking of service fulfillment [1][2] - Dalian's lock service merchants have achieved a 100% public security registration rate, leading to a doubling of order volume and over a 50% increase in revenue for some merchants [1][2] - The introduction of an AI consultation feature allows consumers to inquire about lock types and pricing before placing orders, addressing issues of price transparency [2][3] Group 2: Industry Impact and Future Plans - The initiative is expected to shift the lock service industry from a "price war" to a "service war," promoting standardized service processes and transparent pricing [3] - Meituan aims to replicate the successful pilot experience in Dalian across more cities in China, leveraging its platform capabilities and data to enhance service quality [3] - The program is seen as a significant step in optimizing the local business environment and supporting the development of the private economy [3]

Core Viewpoint - The State Administration for Market Regulation announced an investigation into the competitive landscape of the food delivery platform service industry, highlighting issues such as excessive subsidies, price wars, and traffic control that have negatively impacted the real economy and intensified "involution" competition [1] Group 1: Investigation Announcement - The State Administration for Market Regulation will conduct an investigation and assessment of the market competition in the food delivery platform service industry [1] - The investigation aims to understand competitive behaviors through on-site verification, interviews, and surveys, gathering opinions from various stakeholders including platform operators, new employment groups, and consumers [1] - The investigation follows previous discussions in May and July 2025, where three food delivery platforms were urged to compete fairly and operate legally [1] Group 2: Company Response - Meituan expressed strong support for the investigation and committed to cooperating fully, viewing it as an opportunity to work with other platforms to fulfill market responsibilities and participate fairly in competition [1] - Meituan has publicly stated its opposition to "involution" during its earnings calls and shareholder meetings for three consecutive quarters [1] - In 2025, Meituan made six official statements against "involution," emphasizing its stance on the issue [1]

Group 1 - The core viewpoint of the articles is that the National Market Supervision Administration is launching an investigation into the competitive conditions of the food delivery platform service industry due to issues like excessive subsidies, price wars, and traffic control, which are negatively impacting the real economy and intensifying "involution" competition [1] - Meituan has expressed its support for the investigation and stated its commitment to cooperate fully, aiming to use this opportunity to work with other platforms in the industry to fulfill market responsibilities and participate fairly in market competition [1] - The investigation will involve on-site verification, face-to-face interviews, and surveys to gather comprehensive insights from various stakeholders, including platform operators, new employment groups, and consumers, to analyze the competitive landscape and propose regulatory measures [1] Group 2 - In early 2025, the "food delivery subsidy" wars are expected to reignite, with the National Market Supervision Administration having conducted two discussions in May and July with three food delivery platforms, urging them to compete fairly and operate legally to foster a healthy market environment [2]

Core Viewpoint - The State Administration for Market Regulation (SAMR) announced an investigation into the competitive landscape of the food delivery platform service industry, highlighting issues such as excessive subsidies, price wars, and traffic control that have negatively impacted the real economy and intensified "involution" competition [1]. Group 1: Investigation Announcement - The SAMR will conduct a thorough investigation and assessment of the market competition in the food delivery sector, utilizing methods such as on-site verification, face-to-face interviews, and surveys to gather opinions from various stakeholders including platform operators, new employment groups, and consumers [1]. - Meituan expressed strong support for the investigation and committed to cooperating fully, viewing this as an opportunity to work with other platforms to fulfill market responsibilities and engage in fair competition [1]. Group 2: Industry Context - The investigation follows a period of intensified competition in the food delivery market, particularly after JD.com and Alibaba announced their entry into the sector in early 2025, leading to what has been termed the "food delivery war" [1]. - The SAMR had previously held discussions with three major food delivery platforms in May and July 2025, urging them to compete fairly and operate legally to foster a healthy market environment [1]. Group 3: Meituan's Stance - Meituan has publicly opposed "involution" during its earnings calls and shareholder meetings for three consecutive quarters, making six official statements against it throughout 2025 [2]. - The SAMR has a precedent of assessing market competition in key industries before implementing policies for healthy and orderly development, as seen in its 2024 annual report on antitrust enforcement which included evaluations of the new energy, cloud services, and semiconductor industries [2].

北京商报讯（记者 张天元）1月9日，国家市场监督管理总局发布公告，国务院反垄断反不正当竞争委 员会办公室将对外卖平台服务行业市场竞争状况开展调查、评估。对此，美团官方发布公告称，美团坚 决拥护，将全力做好配合工作，"将以此次调查为契机，和行业内各平台一起，共同落实市场主体责 任，公平参与市场竞争"。 国家市场监督管理总局官网同时刊文表示，近段时间以来，外卖平台服务行业拼补贴、拼价格、控流量 等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会各方面反映强烈，本次调查评估将通过现场 核实、当面访谈、问卷调查等方式，深入了解外卖平台竞争行为，广泛听取平台内经营者、新就业群 体、消费者等各方意见，全面调查市场竞争状况，组织开展分析论证，传导监管压力，提出处置措施。 对此，美团方面表示，多次呼吁行业回归理性，坚决反对"内卷式"竞争。 ...