Core Viewpoint - The Chinese government is initiating an investigation into the competitive landscape of the food delivery industry, with major players like Meituan and Taobao Shangu responding positively to this initiative [1][2][4][6] Group 1: Government Actions - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee announced an investigation to assess the competitive conditions in the food delivery service industry [1] - The investigation aims to address issues such as irrational competition characterized by price wars, subsidies, and traffic control, which have been reported to pressure the real economy and exacerbate "involution" in the industry [6] Group 2: Company Responses - Meituan expressed strong support for the government's investigation, highlighting the need for the industry to return to rational competition and to oppose "involution" [2] - Taobao Shangu emphasized the importance of fair competition as a core principle of market economy and committed to complying with relevant laws and regulations while cooperating with the investigation [4] Group 3: Investigation Methodology - The investigation will utilize methods such as on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors within the food delivery platforms [6] - The aim is to gather opinions from various stakeholders, including platform operators, new employment groups, and consumers, to analyze the market competition status and propose regulatory measures [6] Group 4: Regulatory Framework - The market regulatory authority released ten governance rules aimed at addressing "involution" in competition, which includes the "Basic Requirements for Food Delivery Platform Services" [6] - These requirements cover merchant management, pricing behavior, delivery personnel rights protection, consumer rights protection, and complaint handling, aimed at improving service quality and reducing disorderly competition [6]
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