Zheng Quan Shi Bao Wang·2026-01-09 13:32Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation into the competitive landscape of the food delivery platform service industry to promote compliance and fair competition [1][2] Group 1: Investigation and Regulatory Actions - The investigation aims to assess monopoly risks and regulate market order through on-site verification, interviews, and surveys, gathering opinions from various stakeholders including platform operators, new employment groups, and consumers [2] - The investigation is a response to the prevalent issues of irrational competition characterized by price wars, subsidies, and traffic control, which have negatively impacted the real economy and intensified "involution" within the industry [1][2] Group 2: Company Responses - Taobao Shanguo expressed its commitment to fair competition as a core principle of market economy and stated its adherence to relevant laws and regulations, welcoming the investigation and pledging to cooperate fully [2] - Meituan acknowledged the issues of irrational competition and called for a return to rationality in the industry, viewing the investigation as an opportunity to promote innovation and healthy development within the food delivery service sector [2] Group 3: Industry Context and Future Implications - The food delivery service industry is a significant part of China's platform economy, contributing to consumption, employment, and innovation [1] - The investigation is expected to shift the focus of competition from price wars to compliance and service quality, aligning with the implementation of the "Basic Requirements for Food Delivery Platform Services" [3]