从“内卷式”恶性竞争中跳出来

Core Viewpoint - The Chinese government is addressing the issue of "involutionary" competition, which distorts market mechanisms and disrupts fair competition, particularly in the food delivery sector [2][3][4] Group 1: Government Response - The National Development and Reform Commission (NDRC) has highlighted the negative impacts of "involutionary" competition, including below-cost pricing and counterfeit products, which undermine market order [2] - The State Administration for Market Regulation (SAMR) has held discussions with major platforms like JD.com, Meituan, and Ele.me to ensure compliance with legal and fair competition practices [2][3] - The 2024 Central Economic Work Conference and the 2025 National People's Congress have emphasized the need for comprehensive measures to combat "involutionary" competition [2] Group 2: Industry Challenges - "Involutionary" competition is characterized by aggressive price cuts and subsidies that aim to eliminate competitors, leading to a deterioration of market conditions [3] - The phenomenon has been exacerbated by structural issues in various industries, including blind investment and failure to keep pace with technological advancements [3] - The prevalence of low-quality competition and illegal practices, such as counterfeiting, has increased, particularly in sectors undergoing transformation [4] Group 3: Market Implications - While consumers may benefit in the short term from price wars, the long-term consequences include potential price increases and compromised product quality [3] - The pressure on merchants' profits and the lack of protection for delivery personnel's rights have been significant issues arising from this competitive environment [3][4] - The need for legal regulation and enforcement is critical to restore healthy market order and encourage innovation among companies [4]