新规征求意见 外卖行业将“洗牌”？

Core Viewpoint - The takeaway from the news is that the food delivery industry is set to undergo a significant "reshuffle" due to new stringent regulations aimed at enhancing food safety and transparency in operations [1]. Group 1: Regulatory Changes - The National Market Supervision Administration released a draft regulation on October 16, 2023, requiring third-party food delivery platforms and food service providers to fulfill their food safety responsibilities [1]. - The feedback deadline for the draft regulation is November 16, 2025, and if fully implemented, it will be the strictest regulation in the history of the food delivery sector [1]. Group 2: Transparency Issues - The lack of transparency regarding the qualifications and operational processes of food delivery services has been a persistent issue affecting the industry's healthy development [2]. - Problems such as "multiple stores at one address" and unsanitary processing environments have been attributed to this lack of transparency [3]. Group 3: Implementation of "Internet + Bright Kitchen" - The "Internet + Bright Kitchen" initiative, which involves installing cameras in key operational areas to provide live feeds to regulators and consumers, is seen as an effective measure to enhance transparency [4]. - As of March 2023, 48,000 food service units in Shanghai have installed video monitoring systems as part of this initiative [4]. Group 4: New Labeling Requirements - The draft regulation proposes that platforms must label food service providers that do not offer dine-in options with a "no dine-in" tag, which has sparked debate among industry insiders [5]. - Critics argue that this labeling could unfairly stigmatize compliant businesses and that the core issue is transparency rather than the availability of dine-in services [6]. Group 5: Industry Response and Support - Industry experts suggest that instead of labeling, platforms should incentivize compliant operators to foster a healthier business environment [6]. - Meituan has announced an additional investment of 2 billion yuan to support the "Bright Kitchen" initiative, reflecting a commitment to improving food safety standards [6].