财经观察丨订单需要“火”，而不是放在“火上烤”

Core Viewpoint - The recent initiative by a local restaurant association highlights the negative impact of extreme subsidies and unfair competition in the food delivery market, particularly from platforms like Meituan and Taobao Shanguo, which have led to a chaotic market order and severe imbalance in the industry [1][2][3] Group 1: Impact on Restaurants - Many restaurants are forced to bear the costs of platform subsidies, leading to situations where they receive negative amounts after fees are deducted from orders [1] - The vicious cycle of "no flow without participation, but losses if participating" is causing significant distress for many dining establishments, particularly those reliant on dine-in customers [2][3] - Experts suggest that excessive subsidies do not lead to overall prosperity in the restaurant industry, but rather disrupt normal market order and negatively affect both delivery and dine-in services [3] Group 2: Market Dynamics and Competition - The platforms' aggressive competition is driven by a "winner-takes-all" effect, reminiscent of past internet industry battles, but the current situation in the restaurant sector may not yield the same benefits [2][3] - Regulatory intervention is deemed necessary to restore order and rational development in the industry, as the current state of extreme low pricing is harmful [3][4] Group 3: Customer Implications - Customers may initially benefit from low prices, but this could lead to a decline in quality and safety of food options as restaurants exit the market due to unsustainable practices [4] - The long-term consequences of chaotic competition could result in market shrinkage and a collapse of trust in the industry, ultimately harming consumers [4] Group 4: Call for Healthy Competition - A healthy and high-quality development of the industry requires a focus on mutual benefits rather than short-term gains, advocating for more positive competition and collaboration with the real economy [5]