对此，美团、淘宝闪购均作出回应。 【导读】外卖巨头最新发声，支持开展外卖行业调查评估 外卖巨头，最新发声！ 1月9日，国务院反垄断反不正当竞争委员会办公室宣布，对外卖平台服务行业市场竞争状况开展调查、评估。 淘宝闪购称，公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创新与健康发展的基石。淘宝闪购始终坚持公平、公正、公开的原则，在 商户管理、价格行为、配送员权益保障、消费者权益保护等方面，严格遵守《反垄断法》《反不正当竞争法》等相关法律法规，遵循《外卖平台服务管理 基本要求》开展业务。 淘宝闪购欢迎并将积极配合此次行业市场竞争状况调查、评估工作，严格落实合规主体责任，持续与商户、生态合作伙伴等各方携手，提供更多元化、更 高质量的服务，共同维护好公平有序的市场环境，合力推动外卖服务行业进一步繁荣发展。 美团方面表示，坚决拥护国家开展外卖市场竞争调查评估。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁 行业回归理性，坚决反对"内卷式"竞争。 美团将以此次调查为契机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服务行业创新和健康发展。 国务 ...

Core Viewpoint - The article discusses the recent announcement by the State Council's Anti-Monopoly and Anti-Unfair Competition Committee to conduct an investigation and assessment of the competitive conditions in the food delivery platform service industry, highlighting issues of irrational competition such as price wars and excessive subsidies [2][8]. Group 1: Responses from Major Players - Meituan expressed strong support for the investigation, emphasizing the need for the industry to return to rational competition and to oppose "involution" competition [3]. - Taobao Shanguo stated that fair competition is essential for the sustainable innovation and healthy development of the food delivery service industry, and it adheres to relevant laws and regulations [5]. - Taobao Shanguo welcomed the investigation and committed to cooperating actively, aiming to maintain a fair and orderly market environment [6]. Group 2: Investigation Details - The investigation aims to address issues such as excessive subsidies, price competition, and traffic control that have been reported to harm the real economy and exacerbate "involution" competition [8]. - The assessment will involve on-site verification, face-to-face interviews, and surveys to gather comprehensive insights from various stakeholders, including platform operators, new employment groups, and consumers [8]. - The market regulatory authority also released ten governance rules to combat "involution" competition, which includes basic requirements for food delivery platform services, focusing on merchant management, pricing behavior, and consumer rights protection [8].

国家整治光伏产业低价无序竞争，取消出口退税支持 光伏、电池等产品取消出口退税"靴子落地"。 继2024年底中国将光伏、电池出口退税率由13%下调至9%后，1月9日财政部税务总局发布《关于调整 光伏等产品出口退税政策的公告》（下称《公告》），决定自2026年4月1日起，取消光伏等产品增值税 出口退税。自2026年4月1日起至2026年12月31日，将电池产品的增值税出口退税率由9%下调至6%； 2027年1月1日起，取消电池产品增值税出口退税。 上海国家会计学院副教授葛玉御对第一财经分析称，国家将陆续取消光伏等产品和电池产品增值税出口 退税，反映了不再通过出口退税的方式来支持这两类行业。经过多年出口退税支持，我国光伏和电池产 业在国际上已经具备竞争优势，但也存在一些问题，比如出现内卷式竞争以及其他一些国家反补贴调查 等。 对此，中国光伏行业协会名誉理事长王勃华认为，这一变化与企业主动调整经营策略密切相关，越来越 多的企业开始响应"不低于成本价销售"的行业共识，减少低价、低利润订单，推动盈利能力边际改善。 此外，自2024年第三季度以来，主要产业链企业固定资产和在建工程规模逐步下降，新建产能扩张节奏 明显放缓，行 ...

Core Viewpoint - The "involution" competition in the market is largely due to issues in the market's metabolism mechanism, particularly the presence of "zombie companies" that distort market signals and disrupt competition order [1][3]. Group 1: Regulatory Actions - The implementation of the "Mandatory Company Deregistration System" aims to address the root causes of market exit barriers and optimize the competitive ecosystem [1][3]. - As of December 31, 2025, approximately 294,900 companies have been initiated for mandatory deregistration, indicating a systematic identification and cleanup of long-term inactive enterprises [3]. Group 2: Market Impact - The orderly removal of inactive companies is expected to accelerate the release and reallocation of market resources, effectively activating the market stock [3]. - This initiative supports the transition from "quantity stacking" to "quality competition," providing a solid institutional foundation for addressing "involution" competition [3]. Group 3: Long-term Benefits - The measures are anticipated to further optimize the business environment, encouraging companies to focus on innovation and quality improvement, thus injecting sustained momentum into high-quality economic development [3]. - The regulation ensures that the responsibilities of original shareholders and liquidators remain unaffected by the mandatory deregistration, preventing individuals from evading debts through this process [3].

（来源：经济日报） 四是《互联网平台反垄断合规指引（征求意见稿）》。支持和引导平台企业加强反垄断合规管理，对新型垄断风险作出明确提示，赋能平台企业更好识别防 范垄断风险，保护市场公平竞争，促进平台企业创新和健康发展。 五是《关于提升网络交易平台产品和服务质量的指导意见》。聚焦产品创新和服务标准化，强化平台和经营者的主体责任，优化维权服务，让群众购物更加 放心，推动有关行业从"内卷竞争"向"质量提升"转型。 六是《外卖平台服务管理基本要求》。规定外卖平台服务管理的总体要求，包括商户管理、价格行为、配送员权益保障、消费者权益保护，以及投诉、申诉 及处置等要求，提升服务质量，减少无序竞争。 七是《网络销售重点工业产品质量安全监督管理规定》。明确重点工业产品电子商务经营者的质量安全责任和义务，将电子商务平台成熟的质量管控措施制 度化，填补网售工业产品质量安全监管制度空白，更好保障重点工业产品质量安全，维护消费者合法权益。 八是《新能源汽车、锂电池和光伏产业标准提升行动方案》。部署167项"新三样"领域国家标准研制，以质量安全、能效能耗、分级分类标准研制，推动治 理"新三样""内卷式"竞争，促进相关行业高质量发展。 转 ...

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 三大外卖平台齐发声 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平 台经济的重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来， 外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会 各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩 序，国务院反垄断反不正当竞争委员会办公室(以下简称委员会办公室)依据《中华人民共和国反垄断 法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服 ...

智通财经记者 | 张倩楠 智通财经编辑 | 刘海川 "制度建设是总局2025年综合整治'内卷式'竞争的重要工作着力点。"2026年1月9日，市场监管总局召开 2025年综合整治"内卷式"竞争十大制度建设成果专题新闻发布会，总局竞争协调司副司长赵春雷表示。 "内卷式"竞争是一种低价、低质、低水平竞争，不仅扰乱市场信号、降低市场资源配置效率，侵蚀企业 长期竞争力，更影响产业结构优化升级与高质量发展。赵春雷介绍，市场监管总局在2025年制定、发布 了一批针对性、操作性强的制度标准，系统构建了覆盖全面、衔接有序的规则体系，着力完善长效治理 机制，引导企业从同质化低效能竞争转向高质量高水平竞争。 一是坚持问题导向，回应社会关切。针对当前市场竞争中较为突出、典型的"内卷"行为，制度及时回应 了社会关注和经营主体反映强烈的痛点难点。例如，针对互联网平台"补贴大战"等现象，出台《外卖平 台服务管理基本要求》，获得各方面一致认可。针对网络销售领域存在的"重营销轻质量""低价低质"等 现象，专门制定《关于提升网络交易平台产品和服务质量的指导意见》，为推动实现"优质优价"的良性 循环提供制度保障。 二是注重系统集成，形成治理闭环。 ...

Group 1 - The core viewpoint of the article is the introduction of ten regulatory measures by the State Administration for Market Regulation to combat "involution" competition by 2025, aiming to enhance market fairness and quality [1][2][3] Group 2 - The new Anti-Unfair Competition Law will regulate malicious competition behaviors such as forced low-cost sales and false transactions by platform operators, providing a legal basis for addressing "involution" competition [1][4] - The implementation of the mandatory company deregistration system aims to improve market exit quality and efficiency by systematically clearing dishonest entities [1][2] - The Fair Competition Review Regulation will ensure that policies related to industrial development and government procurement undergo fair competition reviews to prevent market interference [1][2] - The draft guidelines for antitrust compliance for internet platforms will help companies identify and mitigate monopoly risks, promoting fair competition and innovation [1][2] - Guidelines for enhancing product and service quality on online trading platforms will shift focus from "involution competition" to quality improvement, emphasizing the responsibilities of platforms and operators [2] - Basic requirements for managing food delivery platforms will enhance service quality and reduce disorderly competition through defined standards for merchant management and consumer rights protection [2] - Regulations for the quality and safety supervision of key industrial products sold online will institutionalize quality control measures, ensuring consumer rights and product safety [2] - The action plan for enhancing standards in the new energy vehicle, lithium battery, and photovoltaic industries will promote high-quality development through the establishment of 167 national standards [2][3] - Measures to expand standard system openness will improve the consistency of standards in key service areas and promote international standard-setting in the digital economy [2][3] - The announcement on promoting "same line, same standard, same quality" for domestic and foreign trade products aims to reduce low-quality competition and support high-quality enterprise development [3]

Core Viewpoint - The State Administration for Market Regulation announced an investigation into the competitive landscape of the food delivery platform service industry, highlighting issues such as excessive subsidies, price wars, and traffic control that have negatively impacted the real economy and intensified "involution" competition [1] Group 1: Investigation Announcement - The State Administration for Market Regulation will conduct an investigation and assessment of the market competition in the food delivery platform service industry [1] - The investigation aims to understand competitive behaviors through on-site verification, interviews, and surveys, gathering opinions from various stakeholders including platform operators, new employment groups, and consumers [1] - The investigation follows previous discussions in May and July 2025, where three food delivery platforms were urged to compete fairly and operate legally [1] Group 2: Company Response - Meituan expressed strong support for the investigation and committed to cooperating fully, viewing it as an opportunity to work with other platforms to fulfill market responsibilities and participate fairly in competition [1] - Meituan has publicly stated its opposition to "involution" during its earnings calls and shareholder meetings for three consecutive quarters [1] - In 2025, Meituan made six official statements against "involution," emphasizing its stance on the issue [1]

Group 1 - The core viewpoint of the article emphasizes the need to address "involutionary" competition, which is characterized by low price, low quality, and low-level competition that disrupts market signals and undermines long-term competitiveness of enterprises, ultimately affecting industrial structure upgrades and high-quality development [4] - The State Administration for Market Regulation has established a comprehensive and orderly regulatory framework to guide enterprises from homogeneous low-efficiency competition to high-quality and high-level competition by 2025 [4] Group 2 - The revised Anti-Unfair Competition Law enhances the recognition rules for commercial defamation and includes typical "involutionary" malicious competition behaviors, such as forcing platform operators to sell goods below cost, into the regulatory scope [6] - The implementation measures for the compulsory cancellation of company registration aim to systematically clean up dishonest entities and improve market exit quality and efficiency [7] - The draft guidelines for anti-monopoly compliance for internet platforms support and guide platform enterprises in strengthening compliance management and identifying new monopoly risks [10] Group 3 - The guidelines for improving product and service quality on online trading platforms focus on product innovation and service standardization, enhancing the responsibilities of platforms and operators, and optimizing consumer protection services [12] - The basic requirements for managing delivery platforms include merchant management, pricing behavior, and consumer rights protection, aimed at improving service quality and reducing disorderly competition [13] - The regulations on the quality safety supervision of key industrial products sold online clarify the responsibilities and obligations of e-commerce operators regarding quality safety [15] Group 4 - The action plan for enhancing standards in the new energy vehicle, lithium battery, and photovoltaic industries includes the development of 167 national standards to promote quality safety and energy efficiency, addressing "involutionary" competition in these sectors [16] - Measures to steadily expand the openness of standard systems focus on improving the consistency of standards in key service areas between domestic and international markets [17]