平台经济治理划重点：直播电商、外卖恶性竞争迎强监管

Core Viewpoint - The Chinese government is intensifying its regulatory efforts in the platform economy, focusing on issues such as unfair competition, platform rules, and irrational competition in the live-streaming and food delivery sectors [1][2][3]. Group 1: Regulatory Actions - The National Market Supervision Administration (NMSA) is enhancing anti-monopoly and unfair competition enforcement, aiming to eliminate local protectionism and market segmentation [5][6]. - In 2025, the NMSA conducted a review of fair competition, urging policy-making bodies to rectify measures that hinder a unified market and fair competition [5]. - The NMSA has addressed 14,600 cases of unfair competition, promoting a reduction in "price wars" and "subsidy wars" through investigations and guidance [6]. Group 2: Platform Economy Governance - The NMSA is focusing on three key areas for platform economy governance: rectifying platform rules and fees, combating live-streaming e-commerce irregularities, and regulating irrational competition in food delivery platforms [2][3]. - Specific actions include the issuance of guidelines for compliance in network transaction platforms and the implementation of national standards for food delivery service management [3][4]. - The NMSA has reported significant penalties against companies like Chengdu Kuaigou Technology Co., which was fined over 26 million yuan for violations in the live-streaming sector [4]. Group 3: Market Competition Dynamics - The competitive landscape in the food delivery sector has intensified, with major platforms like Meituan, Alibaba, and JD.com increasing their sales and marketing expenses significantly, totaling 61.4 billion yuan in 2025 [6]. - Industry executives express concerns that large-scale subsidies from platforms are unsustainable, leading to increased concentration in the restaurant industry, favoring larger brands over smaller ones [7]. - The NMSA plans to conduct special actions in 2026 to address key cases and eliminate regulations that obstruct national market unity and fair competition [7].