多地春节前发文要求各大外卖平台停止“内卷式”竞争

Core Viewpoint - Regulatory authorities across multiple regions in China have issued guidelines to curb "involution" and unhealthy competition in the food delivery sector ahead of the Spring Festival, emphasizing the need for rational competition and the cessation of harmful practices such as excessive subsidies and price wars [1][5][11]. Group 1: Regulatory Actions - Various market supervision departments, including those in Henan, Anhui, Guangdong, and Hainan, have mandated food delivery platforms to stop engaging in low-quality, low-price "involution" competition [1][5]. - The market supervision bureau of Xinyang issued a reminder highlighting issues like "price wars" and the negative impact of continuous subsidies on small merchants, which disrupts the industry ecosystem [1][5]. - The South Yanyang market regulatory authority has prohibited unfair competition practices such as "choose one from two," data monopolization, and other tactics aimed at eliminating competitors [1][5]. Group 2: Industry Response - Industry associations, such as the Gansu Catering and Cooking Industry Association, have called for self-regulation within the industry, urging a halt to low-quality, low-price competition and advocating for a stable market order [8][10]. - The association's initiative emphasizes that the ongoing subsidy wars are shifting competition from quality and service to capital endurance, negatively affecting small merchants' pricing power and profit margins [8][10]. Group 3: Policy Background - The negative effects of "involution" competition have garnered significant attention from regulatory bodies, with the Central Economic Work Conference identifying it as a key economic task [11]. - The State Administration for Market Regulation has included the "subsidy war" among the top ten typical cases for comprehensive rectification of "involution" competition by 2025, indicating a clear policy signal against such practices [11][13]. - As the Spring Festival approaches, nationwide regulatory actions aim to preemptively manage low-price involution, fostering a fair competition environment and maintaining market order during the holiday season [13].