外卖大战“席卷”餐饮业 多协会抵制“内卷式”竞争

Core Insights - The article highlights the negative impact of aggressive subsidy strategies by food delivery platforms on restaurant profitability and market dynamics [1][2][3] - It emphasizes the call from industry leaders and associations for platforms to stop coercing merchants into participating in price subsidies and to ensure fair competition [3] Group 1: Impact on Restaurants - Restaurants are being forced or indirectly coerced to participate in price subsidies, with their share of the subsidy ranging from 30% to over 70%, leading to a decline in average profit margins by 10% to 30% per order [1] - Industry leaders express concerns that the current subsidy model primarily benefits consumers while severely harming merchants, who bear the brunt of the costs [1][2] - The competitive landscape is causing significant pressure on small and mid-sized businesses, forcing them to lower prices and compromising service quality and food safety [2][3] Group 2: Industry Response - Over ten provincial and municipal restaurant associations have issued a joint statement criticizing the platforms' subsidy strategies for creating a vicious cycle that harms both merchants and consumers [2] - The State Administration for Market Regulation has intervened, urging platforms to adhere to responsible promotional practices and to foster a win-win ecosystem for consumers, merchants, and delivery personnel [2] - The China Chain Store & Franchise Association has called for an end to coercive practices by platforms and emphasized the need for merchants to maintain reasonable profit margins to avoid a detrimental cycle of quality decline and customer loss [3]