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外卖大战降温,专家吁多管齐下破内卷
Xin Lang Cai Jing·2025-08-10 00:13

Group 1 - The core issue of the article revolves around the "involution" competition in the food delivery industry, highlighted by the recent discussions among major platforms like Meituan, Ele.me, and JD.com, which have committed to ending irrational promotions [1][3] - The intense competition has led to significant pressure on delivery riders and merchants, with riders experiencing increased order volumes but also physical strain, while merchants face declining dine-in traffic and increased losses per order due to platform demands for further discounts [3][4] - Experts emphasize that excessive competition harms market efficiency and fairness, with subsidies failing to cultivate user habits or expand market size, instead leading to a substitution effect between online and offline businesses [3][4] Group 2 - The phenomenon of "double involution" in platform economies is characterized by both inter-platform competition for user traffic through large subsidies and intra-platform merchants being forced to participate in subsidies to attract private traffic [4] - Recommendations for addressing involution competition include flexible regulatory approaches, such as platform reminders to standardize competitive behavior and the use of existing legal frameworks to regulate predatory pricing [4][5] - Experts suggest that platforms should shift from short-sighted subsidy competition to differentiated development strategies, focusing on service quality and technological innovation to gain competitive advantages [5]