Core Viewpoint - The implementation of the new Anti-Unfair Competition Law in China aims to end the era of extremely low-priced products, such as "1 yuan milk tea," by prohibiting platforms from forcing sellers to sell below cost, thereby restoring market order and promoting quality over price competition [1][2][16]. Group 1: New Law and Market Impact - The new law will take effect on October 15, 2025, and is designed to prevent forced low pricing that disrupts market competition [1]. - The law specifically addresses the issue of "1 yuan milk tea" promotions, which have created a dilemma for small businesses between losing traffic by not participating or incurring losses by participating [2][10]. - Experts argue that the low-price competition harms long-term industry sustainability and consumer rights, suggesting that the law will help restore quality in the consumer market [2][16]. Group 2: Current Market Conditions - The restaurant industry is experiencing a decline in revenue growth, with a reported 3.6% decrease in national restaurant income growth in the first half of 2025 compared to the previous year [9][14]. - The competition has intensified, leading to a situation where businesses face increased operational costs while profits continue to decline, creating a cycle of "do nothing and die, or do something and lose" [9][15]. - Major brands are engaging in price reductions, indicating a shift in market dynamics where all players, regardless of size, are affected by price sensitivity [13][15]. Group 3: Future of the Restaurant Industry - The new law signals a transition from chaotic price wars to structured value competition, encouraging businesses to innovate and focus on quality [16][18]. - Industry leaders emphasize the need to redefine value in the restaurant sector, suggesting that the future profitability will rely on creating customer value rather than competing solely on price [17][18]. - The current environment is seen as an opportunity for serious operators to thrive by focusing on product quality and customer service, moving away from traditional low-price strategies [17][18].
“1元奶茶”被整治,商家鼓掌,顾客却不干了
3 6 Ke·2025-10-15 00:41