Group 1 - The core viewpoint emphasizes that irrational competition can destroy a company or an industry overnight, highlighting the urgency for regulatory intervention in the food delivery sector [1][5] - The State Administration for Market Regulation (SAMR) has engaged with major food delivery platforms to address subsidy disputes, urging them to adhere to laws and regulations, eliminate unfair competition, and promote orderly industry development [1][2] - There are mixed opinions regarding the subsidy wars; some view it as normal competition, while others see it as disruptive to market order due to below-cost pricing practices [1][3] Group 2 - The SAMR's requirements for platforms to resist malicious subsidies and regulate competition reflect a formal correction of the unchecked growth model in platform economies [2][4] - Evidence of malicious competition is evident in the food delivery sector, characterized by price wars initiated by a few companies, leading to widespread profit loss and long-term low or negative profit margins across the industry [3][4] - Regulatory frameworks, including the Anti-Unfair Competition Law and recent policy drafts, aim to define and restrict below-cost pricing practices, ensuring that competition is based on service efficiency and innovation rather than financial burn [4]
一财社论:明确恶性竞争的界定,促进市场公平竞争
Di Yi Cai Jing·2025-09-10 13:34