杭州硕丰自有资金投资有限公司：外卖大战降温，专家吁多管齐下破内卷

Group 1 - The competition among food delivery platforms in China has intensified, leading to a "subsidy war" characterized by extremely low prices, such as 0 RMB milk tea and 1 RMB hamburgers, but recent regulatory actions have started to cool this competition [1][3] - Delivery riders and merchants are experiencing increased pressure; while order volumes and incomes have surged temporarily, the intense workload is causing physical strain, and the exit of subsidies may lead to challenges for new riders [3] - A medium-tier fast food company's management reported a 12%-15% decline in dine-in customer traffic due to delivery subsidies, with delivery orders increasing from 15% to 22% of total sales, resulting in losses of approximately 8 RMB per order [3] Group 2 - The phenomenon of "involution" in platform economics is twofold: platforms compete for user traffic through substantial subsidies, while merchants are compelled to offer discounts to gain visibility on these platforms [4] - Experts emphasize the need for regulatory measures to prevent "involution" in competition, suggesting that the government should utilize existing laws to regulate predatory pricing and promote fair competition [4] - Recommendations for companies include avoiding short-sighted subsidy wars and instead focusing on differentiated development through improved service quality and technological innovation to gain competitive advantages [4]