从7家平台被约谈看反内卷式竞争，知名经济学家盘和林新作谈反内卷的路径、措施与方向

Core Viewpoint - The recent regulatory discussions with major platform companies like Alibaba, Douyin, Baidu, and Tencent aim to eliminate "involutionary" competition and establish clear guidelines for promotional activities, promoting healthy development in the platform economy [1] Group 1: Nature of Involution in Platform Economy - The essence of platform economy involution is the distortion of scale economy logic, where irrational competition arises when scale expansion exceeds reasonable boundaries, leading to unsustainable practices [2] - Current competition often involves a cycle of "burning money for subsidies" to capture market share, which deviates from economic principles and results in significant losses for platforms [2] Group 2: Regulatory Significance - The core significance of the regulatory discussions is to delineate legal and commercial boundaries for platform competition, aligning with the idea of shifting from low-quality price wars to high-quality innovation competition [3] - The discussions aim to enforce compliance with laws like the Anti-Unfair Competition Law and the Price Law, effectively curbing irrational pricing strategies and encouraging platforms to transition from scale-driven models to innovation-driven approaches [3] Group 3: Measures for Transition - Platforms need to establish self-regulatory price mechanisms to avoid false subsidies and low-price dumping, ensuring transparency in pricing and subsidy rules [5] - There should be a mandatory investment in technological innovation, with platforms allocating a certain percentage of revenue (e.g., over 10%) to core technology research and development [5] - A comprehensive service system should be developed to support small and medium-sized businesses, providing free digital tools and low-interest financing to reduce operational costs [6] Group 4: Shift in Competitive Dynamics - The competitive model should transition from price wars to innovation battles, focusing on technological advancements and service upgrades rather than merely competing on subsidy amounts [7] - The profitability logic must evolve from relying on traffic monetization to creating shared value across the supply chain, enhancing long-term collaboration with businesses [7] - Development orientation should shift from chaotic expansion to compliant sustainability, establishing long-term mechanisms for data security and consumer rights protection [8] Group 5: Broader Economic Implications - The process of addressing platform economy involution reflects China's broader economic transition from scale-driven growth to innovation-driven growth, which is crucial for overcoming growth bottlenecks [9] - To support this transition, measures such as improving intellectual property protection, establishing innovation evaluation systems, and optimizing regulatory approaches are essential [10]