北京工商大学教授吕来明：整治“内卷式”竞争，需避免宽泛化

Group 1 - The core issue of "involution" competition has gained significant attention across various sectors, including cement, photovoltaic, automotive, and e-commerce, with calls for a return to value-based competition [2] - Recent subsidy wars among food delivery platforms, featuring large discounts and promotions, have sparked consumer interest while local restaurant associations urge a resistance to price-subsidy competition [2][8] - The regulatory landscape for platform economy governance has shifted from consumer protection to a more comprehensive approach that includes the interests of operators and platform workers [2][9] Group 2 - The competition in the platform economy is increasingly focused on data as a key production factor, moving away from traditional product and service competition [4][5] - The decline of traffic growth has led to a reassessment of competition strategies, with platforms now entering a phase of traffic redistribution [5][6] - The total e-commerce transaction volume in China is projected to reach 45.52 trillion yuan in 2023, with a slight increase to 46.41 trillion yuan in 2024, indicating a slowdown in growth [5] Group 3 - The regulatory approach to platform governance has evolved, with a focus on preventing "involution" competition and ensuring fair competition practices among platform operators [7][10] - The revised Anti-Unfair Competition Law introduces new measures to prevent platforms from forcing operators to sell below cost, thereby disrupting market order [7][10] - The emphasis on fair competition rules within platform service agreements aims to establish a mechanism for reporting and resolving unfair competition complaints [10][12] Group 4 - The platform governance policies have shifted from a focus on consumer interests to a more balanced approach that protects multiple stakeholders, including operators and consumers [9][12] - The need for platforms to actively manage and report on unfair competition behaviors has been highlighted, expanding their internal governance responsibilities [10][11] - The rapid evolution of business models in the platform economy presents challenges in identifying and regulating unfair competition, necessitating a nuanced approach to governance [11][12]