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标本兼治做优外卖行业

Core Viewpoint - The regulatory authorities are focusing on the "involution" competition phenomenon in the food delivery industry, emphasizing the need for legal and fair operations among platform companies to promote a healthy and orderly development of the platform economy [1] Group 1: Current Competition Landscape - The food delivery industry is experiencing price wars and low-price dumping as companies compete for market share, leading to market distortion and unfair competition [1] - The phenomenon of "involution" competition is identified as a market failure within the platform economy, necessitating a comprehensive governance approach involving government regulation, industry self-discipline, and social supervision [1] Group 2: Short-term and Long-term Solutions - Short-term measures include precise identification of unfair competition behaviors, increasing regulatory enforcement, and establishing clear compliance standards to prohibit monopolistic practices like "choose one from two" and data blocking [2] - Long-term strategies focus on creating a healthy industry ecosystem by promoting differentiated competition strategies based on each platform's core advantages, rather than uniform business tactics [2] Group 3: Market Expansion Opportunities - Despite the competitive "red ocean" market, there are still growth opportunities in lower-tier markets, full-category delivery, personalized services, and high-end delivery options [3] - The overseas markets in Southeast Asia, the Middle East, and Latin America present significant potential for food delivery platforms to expand and participate in global competition [3] Group 4: Role of Government and Social Supervision - Government regulation should encompass various approaches to guide the competitive order and provide policy support for the industry's overseas development [3] - Social supervision is encouraged through the establishment of evaluation indices for the health of the food delivery industry and corporate social responsibility, promoting a culture of responsible competition and accountability [3]