内卷式竞争
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国家将调查外卖行业“内卷式”竞争,美团:坚决拥护,全力配合
Bei Ke Cai Jing· 2026-01-09 11:22
Group 1 - The core viewpoint of the articles is that the National Market Supervision Administration is launching an investigation into the competitive conditions of the food delivery platform service industry due to issues like excessive subsidies, price wars, and traffic control, which are negatively impacting the real economy and intensifying "involution" competition [1] - Meituan has expressed its support for the investigation and stated its commitment to cooperate fully, aiming to use this opportunity to work with other platforms in the industry to fulfill market responsibilities and participate fairly in market competition [1] - The investigation 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, to analyze the competitive landscape and propose regulatory measures [1] Group 2 - In early 2025, the "food delivery subsidy" wars are expected to reignite, with the National Market Supervision Administration having conducted two discussions in May and July with three food delivery platforms, urging them to compete fairly and operate legally to foster a healthy market environment [2]
美团:呼吁行业回归理性 坚决反对“内卷式”竞争
Bei Jing Shang Bao· 2026-01-09 10:43
北京商报讯(记者 张天元)1月9日,国家市场监督管理总局发布公告,国务院反垄断反不正当竞争委 员会办公室将对外卖平台服务行业市场竞争状况开展调查、评估。对此,美团官方发布公告称,美团坚 决拥护,将全力做好配合工作,"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"。 国家市场监督管理总局官网同时刊文表示,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,本次调查评估将通过现场 核实、当面访谈、问卷调查等方式,深入了解外卖平台竞争行为,广泛听取平台内经营者、新就业群 体、消费者等各方意见,全面调查市场竞争状况,组织开展分析论证,传导监管压力,提出处置措施。 对此,美团方面表示,多次呼吁行业回归理性,坚决反对"内卷式"竞争。 ...
新华财经晚报:综合整治“内卷式”竞争 2025年市场监管领域制度建设成果丰硕
Xin Hua Cai Jing· 2026-01-09 09:49
Domestic News - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has decided to investigate and assess the market competition status of the food delivery platform service industry based on the Anti-Monopoly Law of the People's Republic of China [1] - The National Development and Reform Commission has announced the implementation of the "Central Budget Investment Subsidy and Interest Subsidy Project Management Measures" starting from March 1, 2026, which aims to direct investment subsidies and interest subsidies towards public welfare projects, public infrastructure, agricultural rural development, ecological environment protection, major technological advancements, social management, and national security [1] - The State Administration for Market Regulation held a press conference discussing the comprehensive rectification of "involution-style" competition in the market regulation sector for 2025, addressing issues such as unfair competition and platform governance, and introduced basic requirements for food delivery platform services [2] - The National Bureau of Statistics reported that in December 2025, the Consumer Price Index (CPI) increased by 0.2% month-on-month and 0.8% year-on-year, while the core CPI, excluding food and energy prices, rose by 1.2% year-on-year [2] - The Ministry of Water Resources aims to achieve a nationwide rural tap water coverage rate of 97% by 2026, with 73% of the rural population covered by large-scale water supply projects [2] Industry Developments - In December 2025, domestic retail sales of new energy passenger vehicles reached 1.337 million units, a year-on-year increase of 2.6% and a month-on-month increase of 1.2%, with total retail sales for the year reaching 12.809 million units, up 17.6% [3] - The Qinghai Salt Lake Research Institute announced a significant technological breakthrough in lithium resource separation, improving lithium ion recovery rates by 15% to 20% and reducing costs by 30%, with water and energy consumption below industry standards by over 30% [3] International News - The U.S. House of Representatives voted to extend enhanced subsidies for the Affordable Care Act for three more years [4] - The Food and Agriculture Organization reported that the global food price index fell to 124.3 points in December 2025, driven by rising costs of vegetable oils and dairy products [4] - In December 2025, Germany saw a significant increase in corporate bankruptcy cases, with 1,519 applications recorded, 75% higher than the average from 2016 to 2019, totaling 17,604 for the year, the highest since 2005 [4][5]
市场监管总局梳理整治“内卷式”竞争十大制度成果 将推动修改价格法
Zheng Quan Shi Bao Wang· 2026-01-09 09:48
"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。 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。 为贯彻党中央、国务院关于综合整治"内卷式"竞争的重大决策部署,市场监管总局于2025年制定、发布 了一批针对性、操作性强的制度标准。1月9日,市场监管总局召开发布会,介绍2025年综合整治"内卷 式"竞争十大制度建设成果。 十大制度系统整治"内卷式"竞争 过去一年,市 ...
综合整治“内卷式”竞争 2025年市场监管领域制度建设成果丰硕
Xin Hua She· 2026-01-09 09:01
Group 1 - The core viewpoint of the news is the comprehensive rectification of "involution-style" competition in the market regulation sector, with significant achievements expected by 2025 in areas such as anti-unfair competition, platform governance, and standard leadership [1][2] - The State Administration for Market Regulation (SAMR) has introduced a series of targeted and operational institutional standards to delineate the boundaries of corporate behavior and legal red lines in competition, while also allowing ample space for corporate innovation and development [1] - The implementation of the "Fair Competition Review Implementation Measures" encourages local governments and departments to ensure fair competition in policies related to industrial development, investment attraction, and government procurement, preventing the introduction of policies that disrupt market fairness [1][2] Group 2 - To address issues like "subsidy wars" among internet platforms, the SAMR has issued the "Basic Requirements for Delivery Platform Service Management" [2] - The SAMR aims to streamline the market exit mechanism to eliminate "zombie companies" that distort market signals and disrupt competition, with the "Mandatory Company Deregistration Implementation Measures" clearly defining the conditions and procedures for forced deregistration [2] - The SAMR has deployed 167 national standard projects in key industries such as new energy vehicles, lithium batteries, and photovoltaic sectors to promote quality upgrades and ensure safety standards [3]
市场监管总局公布2025年综合整治“内卷式”竞争十大制度建设成果
智通财经网· 2026-01-09 08:44
Core Viewpoint - The State Administration for Market Regulation (SAMR) has introduced ten key regulatory measures aimed at addressing "involution" competition by promoting high-quality competition and improving market governance mechanisms [1][4][9]. Group 1: New Regulations and Guidelines - The new Anti-Unfair Competition Law enhances the identification rules for commercial defamation and includes regulations against typical "involution" behaviors such as forcing platform operators to sell below cost [6][11]. - The Implementation Measures for Mandatory Company Deregistration standardize the deregistration process to effectively clean up dishonest entities and improve market exit quality [7][13]. - The Fair Competition Review Regulation requires local governments to ensure that policies related to industrial development and procurement do not interfere with fair competition [7][18]. Group 2: Industry-Specific Guidelines - The Internet Platform Antitrust Compliance Guidelines encourage platform companies to strengthen antitrust compliance management and identify new monopoly risks [2][7]. - The Guidelines for Improving Product and Service Quality on Online Trading Platforms focus on product innovation and service standardization, shifting from "involution competition" to quality enhancement [2][8]. - The Basic Requirements for Delivery Platform Service Management set standards for merchant management, pricing behavior, and consumer rights protection to improve service quality [2][8]. Group 3: Quality and Safety Standards - The Regulations on Quality and Safety Supervision of Key Industrial Products sold online clarify the responsibilities of e-commerce operators regarding product quality and safety [2][8]. - The Action Plan for Enhancing Standards in the New Energy Vehicle, Lithium Battery, and Photovoltaic Industries outlines 167 national standards to promote high-quality development in these sectors [2][8][15]. - The Measures for Gradually Expanding Standardized Openings aim to improve the consistency of standards in key service areas and promote international standard-setting in the digital economy [3][8]. Group 4: Systematic Approach to Governance - The ten regulatory measures form a comprehensive governance framework that addresses issues before, during, and after market activities, ensuring a closed-loop governance system [6][18]. - The measures reflect a problem-oriented approach, responding to significant market concerns and promoting a shift from price competition to quality and innovation [18][19]. - The regulations are designed to be differentiated, providing specific guidelines for various sectors while ensuring a balance between regulation and development [19].
覆盖网购外卖平台、新能源车等,十大新规整治“内卷式”竞争
Jing Ji Guan Cha Wang· 2026-01-09 08:25
经济观察网 市场监管总局今天(1月9日)发布2025年综合整治"内卷式"竞争十大治理规则成果。包 括,新《反不正当竞争法》、《强制注销公司登记制度实施办法》、《公平竞争审查条例实施办法》、 《互联网平台反垄断合规指引(征求意见稿)》、《关于提升网络交易平台产品和服务质量的指导意 见》、《外卖平台服务管理基本要求》、《网络销售重点工业产品质量安全监督管理规定》、《新能源 汽车、锂电池和光伏产业标准提升行动方案》、《关于稳步扩大标准制度型开放的若干措施》、《关于 进一步推进内外贸产品"同线同标同质"工作的公告》。 ...
剑指“内卷式”竞争,市场监管总局盘点十大制度“组合拳”
Xin Lang Cai Jing· 2026-01-09 08:21
Core Viewpoint - The State Administration for Market Regulation (SAMR) aims to address "involutionary" competition that disrupts market order and hinders high-quality development by introducing ten key institutional reforms by 2025, establishing a long-term governance mechanism covering all stages of market activity [1] Group 1: Institutional Reforms - The ten institutional reforms include improvements in laws and regulations, detailed rules, enhanced standards, and collaborative openness, forming a governance "combination punch" [2] - The revised Anti-Unfair Competition Law explicitly regulates typical "involution" behaviors such as forced "choose one" practices by platforms, abuse of rules for fake orders, and forcing merchants to sell below cost [2] - The implementation of the "Mandatory Company Deregistration System" facilitates the exit of dishonest enterprises from the market, optimizing the structure of market entities [2] Group 2: Quality and Innovation Focus - The reforms aim to shift market competition from "price wars" to "quality innovation," addressing issues like "subsidy wars" and low-quality online sales through specific guidelines [4] - The system integrates prevention, regulation, and exit mechanisms, creating a comprehensive governance framework that promotes a virtuous cycle of "quality for price" [4] - The approach includes differentiated strategies, imposing strict constraints in safety-critical areas while encouraging compliance in innovative sectors and enhancing standards in competitive industries [4] Group 3: Enforcement and Compliance - The revised Anti-Unfair Competition Law strengthens regulations against new forms of "involutionary" competition, including prohibiting false evaluations and malicious defamation by competitors [6] - It also prohibits large enterprises from abusing their dominant position to impose unreasonable payment terms on small and medium-sized enterprises, addressing their financial difficulties [7] - The "Mandatory Company Deregistration System" establishes a clear and efficient exit mechanism for non-viable businesses, ensuring that market resources are reallocated effectively [8][9]
覆盖网购外卖平台、新能源车等 十大新规整治“内卷式”竞争
Xin Lang Cai Jing· 2026-01-09 08:21
据央视新闻消息,市场监管总局今天发布2025年综合整治"内卷式"竞争十大治理规则成果。市场监管总 局介绍,"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。市场监管总局坚持问题导向、结果导 向、目标导向,于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。十大 治理规则成果为:一是新《反不正当竞争法》。进一步完善商业诋毁行为的认定规则,将平台经营者强 迫平台内经营者以低于成本的价格销售商品、滥用平台规则实施虚假交易等典型"内卷式"恶性竞争行为 纳入规制范围,为综合整治"内卷式"竞争提供有利依据。二是《强制注销公司登记制度实施办法》。通 过规范强制注销公司登记程序,有序清理失信主体,通过畅通市场退出渠道,有效提高市场退出质量和 效率,推动提升经营主体发展质量。三是《公平竞争审查条例实施办法》。督促和指导各地区、各部门 对拟出台的涉及产业发展、招商引资、政府采购、招标投标等方面的政策措施落实公平竞争审查责任, ...
时报观察丨协同攻坚“内卷式”竞争 为高质量发展注入持久动能
Zheng Quan Shi Bao· 2026-01-09 00:40
多部门密集出手的背后,是对中央经济工作会议精神的精准落实。会议明确要制定全国统一大市场建设 条例,并将深入整治"内卷式"竞争作为2026年改革攻坚重点任务。 从工信部在全国工作会议上部署"坚决遏制低价低质量竞争",到市场监管总局将"持续深化公平竞争治 理"作为年度重点,再到国家发改委推动出台妨碍全国统一大市场建设事项清单……各部门聚焦深入整 治"内卷式"竞争,形成政策合力。治理逻辑更趋成熟,即坚持市场化、法治化原则,兼顾"治乱 象"与"促发展",既要"放得活",又要"管得好"。 深入整治"内卷式"竞争,既要破立并举,更要标本兼治。从出台的措施来看,各部门的治理已呈现多维 度发力特征。在监管层面,强化跨部门协同与全链条执法,实现"查处一案、警示一片";在产业层面, 通过产能监测、标准引领,引导企业科学布局、有序竞争,如动力和储能电池行业的分级预警机制、直 播电商行业的主体责任清单,均为行业设立了清晰的行为边界;在制度层面,依托《反不正当竞争法》 《价格法》等法律法规,完善"反内卷"法律保障,同时发挥行业协会作用,强化自律约束。 (原标题:时报观察丨协同攻坚"内卷式"竞争 为高质量发展注入持久动能) 新年伊始,围 ...