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这个周末,你薅到平台的羊毛了吗
Jin Rong Shi Bao·2025-07-13 22:44

Group 1 - The recent food delivery subsidy war reflects intense market competition, with platforms using subsidies to capture traffic, merchants attracting customers through discounts, and consumers benefiting from price comparisons [2][3] - Short-term traffic surges from subsidies can help new platforms enter the market and compel established platforms to improve services, showcasing the positive role of subsidies as a market competition catalyst [2] - However, the low-price strategies can lead to a situation where merchants experience increased order volumes without corresponding profit growth, creating a challenging environment for businesses [2][3] Group 2 - The reliance on capital subsidies for ultra-low prices creates a false sense of prosperity, reminiscent of past subsidy wars in other sectors, where consumers attracted by low prices often lack loyalty [3] - The ongoing low-price competition can harm both merchants and consumers, leading to reduced service quality and product standards as businesses cut costs to survive [3][4] - The industry must shift from price competition to value competition, focusing on innovation and quality to create a sustainable market environment, with platforms and merchants needing to enhance their offerings and regulatory bodies ensuring fair competition [4]