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「e公司观察」 监管出手,外卖平台竞争有望回归理性

Core Viewpoint - The recent regulatory discussions with major food delivery platforms like Ele.me, Meituan, and JD.com aim to address excessive competition and promote rational business practices in the food delivery industry [1][3]. Group 1: Industry Challenges - The food delivery industry has become an essential part of daily life, providing convenience for consumers and new sales channels for restaurants [1]. - Recent excessive subsidy competition among platforms has led to irrational market conditions, negatively impacting the restaurant industry [1]. - Many restaurants face a dilemma where they must lower profits to participate in subsidy programs, leading to unsustainable business practices [1][2]. Group 2: Market Dynamics - Excessive subsidies disrupt normal market order, resulting in resource misallocation as platforms invest heavily in subsidies rather than improving core capabilities like delivery efficiency and service quality [1]. - This type of competition can create unfair market conditions, marginalizing small businesses that cannot afford high subsidy costs, while larger players consolidate their market positions [2]. Group 3: Regulatory Response - The regulatory discussions serve as a timely correction to market chaos, guiding the industry towards healthier development [3]. - Platforms are encouraged to shift focus from subsidies to enhancing service quality, such as optimizing delivery algorithms and ensuring food safety [3]. - The regulatory intervention aims to pause excessive subsidy competition, fostering a collaborative environment for platforms, merchants, consumers, and delivery personnel to achieve mutual benefits [3].