Sou Hu Cai Jing·2025-12-05 21:10Core Viewpoint - The takeaway from the news is that the food delivery industry in China is transitioning from a phase of chaotic growth to a new stage of refined governance, marked by the implementation of a national standard aimed at addressing long-standing issues within the industry [1][5]. Group 1: Industry Changes - Major food delivery platforms such as Taobao Flash Purchase, Meituan, and JD Delivery have committed to adhering to the newly issued national standard by the State Administration for Market Regulation, signaling the end of the "chaotic growth" era [1]. - The new standard, effective from December 4, 2025, is the first national standard introduced by the platform economy governance committee, highlighting its significance in reshaping the industry landscape [1]. - The standard addresses various industry pain points, including the prevalence of "ghost deliveries," intense price wars, and the lack of protection for delivery personnel [1]. Group 2: Specific Provisions of the Standard - In terms of merchant management, the new regulations require merchants to provide a "one-shot" video with precise store location, which will significantly reduce the space for "ghost deliveries" and protect consumer rights [1]. - The standard introduces a transparent fee structure for platforms, categorizing charges into technology service fees, delivery service fees, and promotional service fees, thereby fostering stable and trustworthy relationships between merchants and consumers [2]. - The standard includes explicit provisions for the protection of delivery personnel's rights, mandating reasonable order acceptance times and the establishment of effective fatigue alerts and mandatory rest mechanisms [4]. Group 3: Industry Consensus and Future Outlook - The collective response from the three major platforms indicates a strong consensus within the industry regarding the need for standardized development, moving away from previous practices of price wars and subsidies [4]. - Experts believe that the implementation of this standard is a crucial step towards promoting healthy development in the food delivery industry, improving working conditions and compensation for delivery personnel [5]. - The market regulation authority has expressed intentions to enhance the promotion and application of the standard, encouraging platforms to actively publish execution statements and fostering a combination of industry self-discipline and social oversight [7]. Group 4: Implementation and Impact - The successful execution of the standard will depend significantly on the platforms' self-discipline and effective supervision from society, with the platforms having participated deeply in the standard's formulation [5][9]. - The industry is expected to shift from a focus on traffic-driven models to service-driven approaches, enhancing service quality, compliance levels, and ecological health [4][9]. - The standard's effective implementation is anticipated to optimize the industry ecosystem, ultimately benefiting consumers and practitioners alike, as the industry moves towards sustainable development [11].