春节消费旺季将至 多地发文要求外卖平台停止“内卷式”竞争

Core Viewpoint - Regulatory authorities across multiple regions in China have issued guidelines to curb irrational competition among food delivery platforms during the Spring Festival, emphasizing the need to maintain market order and prevent harmful practices such as excessive subsidies and price dumping [1][2][3] Group 1: Regulatory Actions - Various local market regulatory departments have released compliance guidelines for food delivery platforms, prohibiting practices that lead to unhealthy competition, such as low-quality, low-price strategies [1] - The market supervision bureau in Qinhuangdao has specifically warned against practices like "choose one from two" and the misuse of data or technological advantages to impose unreasonable trading conditions [1] - The Zhengzhou market supervision bureau has highlighted the prohibition of forcing platform operators to participate in promotional activities, ensuring that all marketing efforts are voluntary and fair [2] Group 2: Industry Concerns - Industry organizations have expressed concerns that the ongoing subsidy wars since 2025 have distorted competition, reducing the pricing power of small merchants and squeezing the profit margins of offline businesses [2] - The Gansu Catering and Cooking Industry Association has called for the regulation of "involutionary" competition to stabilize the restaurant market, while the Baoji Catering Industry Association has suggested clarifying the compliance boundaries for platform subsidies [2] Group 3: Policy Signals - Since 2025, there has been increasing pressure from policymakers to address "involutionary" competition, with the State Administration for Market Regulation conducting investigations into the competitive practices of food delivery platforms [3] - The investigation signals a strong regulatory focus on preventing monopolistic and unfair competition behaviors in the platform economy, aiming to maintain basic market order [3] - The investigation is expected to drive the industry towards a more standardized and healthy development, addressing issues like excessive subsidies and price competition that harm the survival of the real economy [3] Group 4: Future Outlook - Experts believe that clarifying competition boundaries and establishing rules will help maintain innovation and a healthy competitive ecosystem within the industry [4] - The regulatory push is anticipated to transition the food delivery industry from a phase of subsidy wars to one focused on high-quality development, potentially alleviating price competition and fostering balanced innovation [4]