国家将调查外卖行业“内卷式”竞争,美团:坚决拥护,全力配合
Bei Ke Cai Jing·2026-01-09 11:22

Group 1 - The core viewpoint of the articles is that the National Market Supervision Administration is launching an investigation into the competitive conditions of the food delivery platform service industry due to issues like excessive subsidies, price wars, and traffic control, which are negatively impacting the real economy and intensifying "involution" competition [1] - Meituan has expressed its support for the investigation and stated its commitment to cooperate fully, aiming to use this opportunity to work with other platforms in the industry to fulfill market responsibilities and participate fairly in market competition [1] - The investigation will involve on-site verification, face-to-face interviews, and surveys to gather comprehensive insights from various stakeholders, including platform operators, new employment groups, and consumers, to analyze the competitive landscape and propose regulatory measures [1] Group 2 - In early 2025, the "food delivery subsidy" wars are expected to reignite, with the National Market Supervision Administration having conducted two discussions in May and July with three food delivery platforms, urging them to compete fairly and operate legally to foster a healthy market environment [2]