洪勇：告别商家“内卷” 平台补贴撬动消费新蓝海

Group 1 - The core argument is that the subsidy model of platforms like Taobao Flash Purchase aligns with the trend of consumption upgrading and contributes to high-quality economic development while alleviating intense price competition among merchants [1][3] - The current economic recovery in China relies on boosting domestic demand, particularly through expanding consumer spending, which has been hindered by uncertainty in the economic environment [1][2] - The large-scale subsidies initiated by major internet platforms, in conjunction with national consumption promotion policies, create a positive interaction that enhances consumer vitality and promotes healthy market competition [1][2] Group 2 - The platform subsidy model helps alleviate the previous intense "involution" price competition among merchants, allowing them to maintain reasonable profit margins and improve product and service quality [1][3] - The subsidies have significantly activated consumer willingness to spend, especially in new consumption scenarios like food delivery and instant retail, with over 500 billion yuan in subsidies leading to a rapid increase in order volume [2] - The subsidy model not only boosts short-term consumer activity but also provides a new pathway for the integration of e-commerce and service industries, resulting in substantial sales growth for traditional offline stores collaborating with online platforms [2][3] Group 3 - From a macro policy perspective, the synergy between platform subsidies and national consumption promotion policies serves as a model for stimulating consumer spending through income enhancement and cost reduction [2][3] - The platform subsidy mechanism effectively curbs the previous price-cutting competition, allowing merchants and platforms to focus on improving quality and service, thus fostering overall market health [3] - The current interaction between platform subsidies and national policies is seen as a practical example that can stimulate new consumer demand, enhance market competition, and support sustainable economic development [3]