“新国标”出台，外卖平台当回归理性竞争

Core Viewpoint - The newly implemented national standard for food delivery platforms aims to address current industry pain points and establish a framework for service management, promoting rational competition and protecting merchant interests [1][2]. Group 1: Industry Overview - The online food delivery user base in China has reached 545 million, accounting for approximately 50% of the total internet users [1]. - In 2023, food delivery platforms have engaged in aggressive promotional activities, such as "hundred billion subsidies" and "large coupons," to capture market share, leading to record-high order volumes [1]. Group 2: Challenges in the Industry - Despite the short-term benefits of subsidies for consumers, these practices disrupt market order and harm merchant interests, revealing issues such as declining food quality and insufficient protection for delivery personnel [1]. - The industry faces complex challenges, including potential cost shifting by platforms and compliance difficulties for small and medium-sized merchants [1]. Group 3: New National Standard - The new standard prohibits platforms from shifting promotional costs to merchants and sets clear guidelines for handling merchant complaints, including a response time of 3 hours and a review completion within 4 days [2]. - The implementation of the standard is crucial for ensuring accountability among platforms and improving service quality, with an emphasis on enhancing platform algorithms and marketing strategies for merchants [2]. Group 4: Future Outlook - The food delivery industry is expected to transition towards rational competition and healthier development, fostering a collaborative relationship among platforms, merchants, delivery personnel, and consumers [2]. - The emphasis on strengthening core capabilities is essential for achieving sustainable growth across the industry [2].