专访中国连锁经营协会会长：防止外卖大战陷入“多输困局”

Core Viewpoint - The China Chain Store & Franchise Association (CCFA) issued a proposal to regulate the instant retail market amid ongoing subsidy wars, highlighting the negative impact on physical merchants and urging a shift from price competition to value competition [2][3][4]. Group 1: Market Dynamics - Instant retail platforms have engaged in aggressive promotional tactics, with Meituan reporting 150 million orders in a single day and Taobao Shanguo and Ele.me surpassing 80 million daily orders [2]. - Restaurant brands have expressed concerns over operational disruptions, profit margin compression, and declining service quality due to these aggressive pricing strategies [2][4]. Group 2: Association's Proposal - The CCFA's proposal calls for an immediate halt to coercive practices by platforms, including forced participation in price subsidies and excessive burden sharing [3][4]. - The association emphasizes the need for a reasonable profit margin and warns against the detrimental cycle of low prices leading to quality decline and consumer loss [3][6]. Group 3: Industry Feedback - A survey conducted by the CCFA revealed that businesses are often forced to participate in price subsidies, with some reporting subsidy burdens exceeding 70%, leading to a 10%-30% drop in average profit margins per order [4][6]. - Complaints about increased management costs due to rising consumer complaints and compensation claims were also noted [4]. Group 4: Government and Regulatory Concerns - Local governments are worried that excessive reliance on delivery services and price-based promotions could harm sustainable industry development and consumer-brand interaction [5][10]. - The CCFA's recommendations align with national policies aimed at boosting consumption and supporting the transformation of retail and dining sectors [7][8]. Group 5: Future Outlook - The CCFA hopes to foster a healthier competitive environment by advocating for transparency in subsidy practices and encouraging businesses to maintain quality standards [11][12]. - The association aims to shift the focus from short-term price wars to long-term value competition, ensuring sustainable growth for the industry [12][13].