在各行业"反内卷"的背景下，快递行业的新一轮涨价正在到来。有消息显示，8月4日起，广东省快递底 价整体上调0.4元/票，均价涨至1.4元以上。按照有关部门要求，各家均不得低于1.4元成本价揽收，否 则将遭受重罚。多位快递企业人士对南都记者证实了该消息，"确实是涨价了，0.1kg不能低于1.4元，已 经开始了。" 监管引导和托底有助于制约单票价格下行 不过有加盟商担忧，如果同行不遵守调价规则，将会对网点带来影响，造成客户流失，还是白费功夫。 还有从业者直言，与其调整底价，更关注派送端网点的派费是否上调。 今年上半年，A股快递企业单票价格持续下滑，二季度部分企业月度单价已跌破2元。7月29日，国家邮 政局召开快递企业座谈会强调，积极推动解决"内卷式"竞争和农村地区领取快件违规收费等突出问题， 维护好行业良好发展业态。有消息显示：目前各大快递已开始落实相关政策，"通达系"于8月5日起开始 涨价，尤其0.1kg的特价件，各家提升幅度在0.4元~0.5元区间，每增加0.1kg价格提高0.1元/kg；并设置 15天锁盘期，避免其间互抢客户。 长期低价换量，部分地区单票价格不足1元 快递底价（也称为"发货价"）是指快递公司 ...

Group 1 - The core viewpoint emphasizes the need for regulating low-price disorderly competition to correct market failures and establish a fair competitive environment for various business entities in the national unified market [1][2] - Major food delivery platforms, including Meituan, Ele.me, and JD.com, have publicly committed to adhering to relevant laws and resisting unfair competition practices [1][2] - The recent surge in promotional activities like "0 yuan purchase" and "1 cent grab" reflects the intense competition among platforms for user traffic and market share in local life services [1][2] Group 2 - Disorderly competition is detrimental not only to the industry's healthy development but also to the platforms themselves, potentially distorting market consumption structures and impacting normal business operations [2] - Rational competition is essential for creating greater value, as irrational competition leads to a lose-lose situation, while rational competition can enhance overall productivity and benefit both consumers and businesses [2] - The new Anti-Unfair Competition Law, effective from October 15, prohibits platform operators from forcing or indirectly compelling merchants to sell products below cost, aiming to maintain market order [3]

Group 1 - The core viewpoint emphasizes the need for regulating low-price disorderly competition to correct market failures and establish a fair competitive environment for various business entities in a unified national market [1][2] - Major food delivery platforms, including Meituan, Ele.me, and JD.com, have collectively called for the standardization of industry competition, pledging to adhere to relevant laws and eliminate unfair competition practices [1][2] - The recent surge in promotional activities like "0 yuan purchase" and "1 cent grab" reflects the intense competition among platforms for user traffic and market share in the local life service sector [1][2] Group 2 - Disorderly competition is detrimental not only to the healthy development of the industry but also to the platforms themselves, potentially distorting market consumption structures and impacting normal business operations [2] - Rational competition is essential for creating greater value, as irrational competition leads to a lose-lose situation, while rational competition can enhance overall productivity and benefit both consumers and businesses [2] - The newly revised Anti-Unfair Competition Law will take effect on October 15, explicitly prohibiting platform operators from forcing or indirectly forcing merchants to sell products below cost, thereby disrupting market order [3]

文 | Eva 8月1日，美团、淘宝闪购及饿了么、京东发文：呼吁抵制无序竞争。 "所有命运赠送的礼物,早已在暗中标好了价格"。 美团发文《繁荣行业生态，抵制无序竞争》，称外卖平台补贴引发社会高度关注，美团对此高度重视，将坚决规范促销行为，杜绝不正当竞争行为，推动 建立公平有序行业秩序，促进各方互利共赢。 美团全文如下： 同日，饿了么发文《持续提升服务 推动良性竞争 激发消费烟火气》，称坚决抵制恶性竞争，不做大规模"0元购"等非理性促销活动，合作促进生态共赢。 承诺将进一步重点做好以下四项工作： 一、从消费者和商家需求出发，合理规划发放补贴。 同日，京东黑板报发布的《践行主体责任和社会责任 共建外卖行业健康生态》中称，近期，外卖行业补贴引发社会广泛关注，不少行业协会、商家发 声，希望停止"0元购"等内卷式补贴促销行为，构建良好行业生态，实现多方互利共赢良性发展。京东承诺，京东外卖将继续坚持反内卷立场，坚决杜绝 不正当竞争，抵制"0元购"等恶性补贴。 全文如下： 二、坚决抵制恶性竞争。我们将主动杜绝不正当竞争行为，激发新兴市场的消费潜力和全行业的创新活力。不做大规模"0元购"等非理性促销活动。 三、持续提升服务质 ...

新华财经北京8月1日电（记者陆宇航余蕊）在8月1日举行的国家发展改革委新闻发布会上，针对近期备 受关注的企业低价无序竞争现象，国家发展改革委政研室主任蒋毅表示，将加快推进价格法修订，修正 草案中进一步明确了低价倾销等不正当价格行为的认定标准，将重点治理为排挤竞争对手或独占市场， 低于成本价倾销的行为，并将服务纳入低价倾销规制范围。 "竞争是市场经济的基本特征，良性竞争一定程度上能为消费者带来价格优惠和消费福利；然而，竞争 也是有规律、有底线的，如果过了头、越了界，引发低价无序竞争，出现质量下降、服务缩水、侵权假 冒等现象，将会损害消费者的合法权益，拖累企业自身发展，让整个行业陷入低效甚至无益的'内卷 式'竞争。"蒋毅说。 （文章来源：新华财经） 中央财经委员会第六次会议对依法依规治理企业低价无序竞争作出明确部署，国家发展改革委深入贯彻 落实党中央、国务院决策部署，会同有关方面抓紧开展相关工作。除了加快推进价格法修订外，蒋毅表 示，另一方面，还要加强政策宣贯和提示提醒。选取"内卷式"竞争问题比较突出的行业领域，有针对性 开展成本调查，摸清生产经营情况，督促企业自觉规范价格行为。 蒋毅表示，下一步将坚持依法依规， ...

南都讯记者杨文君发自北京 8月1日上午，国家发展改革委召开新闻发布会，国家发展改革委政策研究室主任、新 闻发言人蒋毅对依法依规治理企业低价无序竞争的问题进行了回应。 蒋毅表示，中央财经委员会第六次会议对依法依规治理企业低价无序竞争作出明确部署，国家发展改革委深入贯 彻落实党中央、国务院决策部署，会同有关方面抓紧开展相关工作。一方面，加快推进价格法修订。修正草案中 进一步明确了低价倾销等不正当价格行为的认定标准，将重点治理为排挤竞争对手或独占市场，低于成本价倾销 的行为，并将服务纳入低价倾销规制范围。目前修正草案正在向社会征求意见，欢迎社会各界提出宝贵意见。另 一方面，加强政策宣贯和提示提醒。选取"内卷式"竞争问题比较突出的行业领域，有针对性开展成本调查，摸清 生产经营情况，督促企业自觉规范价格行为。 "下一步，我们将坚持依法依规，综合整治低价无序竞争行为，明确治理措施，引导企业科学定价、理性定价，有 力有效规范市场价格秩序，促进行业有序竞争。"蒋毅说。 （文章来源：南方都市报） 国家发展改革委政策研究室主任、新闻发言人蒋毅。 蒋毅谈到，竞争是市场经济的基本特征，良性竞争一定程度上能为消费者带来价格优惠和消费福 ...

Core Viewpoint - The Deputy Director of the State Administration for Market Regulation, Meng Yang, emphasizes the need to implement the Fair Competition Review Regulations and its implementation measures to address low-price disorderly competition and promote high-quality economic development [1] Group 1: Fair Competition Review - The focus is on enforcing the Fair Competition Review Regulations and enhancing review capabilities [1] - There is a commitment to eliminate various regulations and practices that hinder fair competition [1] Group 2: Economic Development - The initiative aims to contribute to the construction of a unified national market [1] - The actions taken are intended to support the promotion of high-quality economic development [1]

Group 1 - The Ministry of Industry and Information Technology (MIIT) emphasized the need to address low-price disorderly competition in the photovoltaic industry during a meeting with industry representatives [1] - The meeting included discussions on production operations, technological innovation, market competition, and industry ecosystem construction among 14 photovoltaic companies and industry association leaders [1] - The MIIT aims to enhance product quality and promote the orderly exit of outdated production capacity to achieve sustainable development in the photovoltaic sector [1] Group 2 - The photovoltaic industry has been experiencing structural overcapacity since 2023, leading to significant price declines across all segments and widespread losses among companies [2] - In 2024, the total revenue of 64 listed photovoltaic companies was 931.096 billion yuan, a decrease of 22.4% year-on-year, with net profits dropping from a profit of 105 billion yuan in 2023 to a loss of 29.8 billion yuan in 2024 [3] - The central government has signaled a crackdown on "involution" competition, with various ministries and local governments taking action to regulate competitive behaviors in the industry [3]

Core Viewpoint - The article emphasizes the need to promote the orderly exit of outdated production capacity to combat low-price disorderly competition and internal competition, thereby enhancing market vitality and optimizing resource allocation [2][4]. Group 1: Market Dynamics - The current low-price disorderly competition and internal competition reflect a significant lack of effective demand in the economy, exacerbated by external trade protectionism [2][3]. - Outdated production capacity poses a high-risk preference in the market, leading to adverse selection and moral hazard, which can disrupt market stability [2][5]. - The orderly exit of outdated production capacity is essential for achieving marginal balance in supply and demand, allowing competition to shift towards improving product quality and consumer surplus [2][6]. Group 2: Mechanisms for Exit - To facilitate the orderly exit of outdated production capacity, it is crucial to eliminate systemic barriers that hinder the operation of the Bankruptcy Law and improve the market exit mechanism [3][4]. - Strengthening market self-discipline and autonomy is necessary, including enhancing the checks and balances between principals and agents, and ensuring creditors can constrain the actions of company controllers [4][5]. - Regulatory bodies should conduct industry risk pressure tests and require companies to disclose their risk assessments regularly to manage potential risks effectively [4][5]. Group 3: Risk Management - Effective risk management involves quantifying and pricing the risks associated with outdated production capacity, which can aid in bankruptcy restructuring and liquidation processes [5][6]. - Misunderstanding of risks is a significant barrier to the exit of outdated production capacity; thus, the market's ability to identify, price, and allocate risks must be fully utilized [5][6]. - Creating a favorable business environment that encourages market participants to engage in risk-taking is vital for eliminating internal competition and low-price disorderly competition [6][7].

Group 1 - The S&P 500 and Nasdaq reached new highs, while expectations for interest rate cuts decreased, leading to a decline in U.S. Treasury bonds and a drop in gold prices by approximately 1.4% [1] - The U.S. non-farm payroll report was unexpectedly strong, causing the market to abandon bets on a rate cut in July [1] - The ISM services index for June in the U.S. was reported at 50.8, with a contraction in the employment index but a rebound in business activity and orders [1] Group 2 - China plans to strengthen governance over the photovoltaic industry to combat low-price and disorderly competition [1] - The Hong Kong Monetary Authority intervened twice in one day to buy Hong Kong dollars [1] - U.S. Treasury Secretary Yellen stated that the 20% tariffs on Vietnam will not be stacked on the existing 10% tariffs, and following the U.S.-Vietnam agreement, India and Indonesia are ramping up efforts [1] Group 3 - Japan's 30-year government bond auction saw strong demand, with the bid-to-cover ratio reaching the highest level since February [1] - Brent crude oil prices fell by over 1% amid reports of the U.S. planning to negotiate with Iran next week [1] - A one-hour phone call between the U.S. and Russian presidents discussed the situation in the Middle East and negotiations regarding Ukraine [1]