Core Viewpoint - The article discusses the regulatory measures taken by various municipal market supervision departments in China to curb unhealthy competition in the food delivery industry, particularly during the Spring Festival period. It emphasizes the need for compliance and stability in the market by discouraging low-quality, low-price competition and promoting fair practices among food delivery platforms and merchants [3]. Group 1: Regulatory Measures - Multiple cities, including Xinyang, Nanyang, Bengbu, Shantou, Wenchang, and Liaoyang, have issued guidelines to food delivery platforms to stop "involutionary" competition characterized by low-quality and low-price strategies [3]. - The guidelines prohibit platforms from organizing malicious subsidies and price dumping to maintain order in the Spring Festival food delivery market [3]. - There is a focus on regulating promotional activities, with clear prohibitions against forcing merchants to participate in promotions through unfair practices such as lowering search rankings or imposing unreasonable thresholds [3]. Group 2: Industry Response - Some regional catering industry associations have called for enhanced self-regulation to halt low-quality, low-price competition. For instance, the Gansu Catering and Cooking Industry Association issued a statement urging the industry to stabilize market order [3]. - The association highlighted that the subsidy wars in 2025 shifted competition from quality and service to capital endurance, negatively impacting the pricing power and bargaining ability of small and medium-sized merchants [3]. - The call for action aims to address the detrimental effects of "involutionary" competition on the profitability of offline businesses [3].
多地要求外卖平台立即停止内卷式竞争
第一财经·2026-02-12 15:45