为外卖行业划定合规竞争“红线”

Core Viewpoint - The release of the draft regulations by the State Administration for Market Regulation marks the end of the chaotic expansion era in China's food delivery industry, transitioning towards a new phase focused on compliance, responsibility, and sustainability [2] Group 1: Regulatory Changes - The new regulations address issues such as platform fee transparency and merchant cost-sharing, mandating the disclosure of fee items and calculation standards to eliminate hidden charges [3] - The regulations strengthen the merchant entry review process, requiring real certificates and actual store information, thereby protecting compliant small and medium-sized merchants [3] - A mechanism for monitoring merchant workload and pre-warning consumers about busy merchants is introduced to prevent service collapse during peak orders [3] Group 2: Protection of Delivery Personnel - The regulations set limits on continuous order-taking duration (over 4 hours requires a fatigue warning) and establish a cap on daily order volume, ensuring compensation aligns with task intensity [4] - The shift in algorithm focus from "efficiency first" to "safety and fairness" reflects a commitment to the rights of delivery personnel, addressing social risks associated with overwork [4] Group 3: Industry Outlook - The previous model of burning cash for market share is deemed unsustainable, with future competition expected to focus on refined operations, algorithm ethics, and balancing interests among stakeholders [5] - The new regulations are seen as a starting point for a more mature industry, emphasizing service over capital games and fostering a more efficient, fair, and resilient digital service ecosystem [5]