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人民财评:回归理性,公平竞争做大“外卖”蛋糕
Ren Min Wang·2025-08-01 08:08

Core Viewpoint - The three major food delivery platforms in China have called for a return to rational competition to address the issue of disorderly competition in the industry, which has been exacerbated by aggressive promotional activities and the entry of new players like JD.com [1][2]. Group 1: Industry Competition - The food delivery market has seen intensified competition with platforms launching aggressive promotions such as "0 yuan purchase" and "1 cent purchase" to capture market share [1]. - The entry of JD.com into the food delivery sector has significantly changed the competitive landscape, prompting existing players to respond with various promotional strategies [1]. - Regulatory bodies have intervened by urging platforms to comply with laws and regulations, aiming to establish a fair and orderly competitive environment [1][2]. Group 2: Impact of Disorderly Competition - Disorderly competition can distort market consumption structures and negatively impact the normal operations of merchants, despite consumers seemingly benefiting from lower prices [2]. - Increased order volumes due to aggressive competition may lead to safety risks for delivery personnel, highlighting the need for a balanced approach to competition [2]. - The platforms recognize that irrational competition leads to a lose-lose situation, while rational competition can enhance overall productivity and create greater value for consumers and businesses alike [2]. Group 3: Regulatory Measures - Regulatory authorities have previously addressed similar issues in other sectors, such as community group buying, by implementing guidelines to maintain fair competition [3]. - The newly revised Anti-Unfair Competition Law, effective from October 15, will prohibit platforms from forcing merchants to sell below cost, further promoting a fair competitive environment [3]. - The platforms are encouraged to adopt a long-term strategic vision by engaging in rational competition and fulfilling their corporate responsibilities [3].