外卖反内卷不是反竞争是立规矩
Xin Lang Cai Jing·2026-01-10 08:10

Core Viewpoint - The recent investigation by the State Council's Anti-Monopoly and Anti-Unfair Competition Committee into the competitive landscape of the food delivery platform industry aims to address the detrimental effects of "involution" in competition, promoting a shift towards high-quality competition rather than price wars [1] Group 1: Industry Competition - The three major food delivery platforms have expressed support for reasonable competition and opposition to "involution" following the announcement of the investigation [1] - The ongoing subsidy and price wars among delivery platforms, while seemingly beneficial to consumers, have negatively impacted upstream businesses and delivery personnel [1] - The government intervention is intended to break the cycle of unhealthy competition and guide platforms towards sustainable growth and value-based competition [1] Group 2: Quality Competition - High-quality competition is essential for the transformation and upgrading of the Chinese economy, with platform economies playing a crucial role in enhancing economic development quality [1] - The food delivery industry still faces significant issues related to food safety, marketing costs, and labor hours that need to be addressed [1] - Platforms are encouraged to leverage their technological, data, and capital advantages to innovate and resolve industry pain points, ultimately benefiting consumers and revitalizing the market [1] Group 3: Regulatory Environment - The establishment of a fair and transparent competitive environment is necessary to foster new productive forces and better meet consumer demands [1] - The potential end of extreme promotional tactics, such as "1 yuan for milk tea," signifies a shift towards a more balanced ecosystem where platforms, merchants, delivery personnel, and consumers can all benefit [1]

外卖反内卷不是反竞争是立规矩 - Reportify