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新华时评·一线评论|摒弃“内卷式”竞争,变“一哄而上”为“一展所长
Xin Hua She· 2025-07-22 01:46
新华社北京7月22日电 题:摒弃"内卷式"竞争,变"一哄而上"为"一展所长" 新华社记者胡锦武 摒弃"内卷式"竞争,政府引导、行业自律、企业行动,重塑竞争生态,才能更好助力中国经济驶入高质 量发展快车道。 平台企业卷补贴、卷价格的无序竞争,本质上属于"内卷式"竞争。记者调查发现,"内卷式"竞争让不少 行业、企业深受其害:平台卷商户,商家陷入拼价格、降品质的内耗泥潭;产业链内卷,终端厂商为降 低成本,将压力传导至零部件供应商,导致产业链上下游利润空间被双重压缩;同行互卷,产品同质化 严重,有的针织服装企业因恶性竞争订单量锐减;为追求招商政绩,一些地方招商政策也内卷,如热衷 于以税收减免、土地特惠、建厂补贴等方式吸引企业入驻,让低效产能依赖"政策温床"存活…… 这些非理性竞争手段突破边界和底线,扭曲市场机制,扰乱公平竞争秩序。如果任其发展下去,将带来 劣币驱逐良币、资源低效消耗、行业利润下滑、创新动力不足等一系列问题,长期下来,将导致整个行 业竞争力下降、消费者合法权益受损,影响高质量发展。 对此,党中央的态度十分明确:去年7月中央政治局会议提出防止"内卷式"恶性竞争;去年12月中央经 济工作会议提出综合整治"内 ...
新闻1+1丨多行业“反内卷”,持续推进中!
Yang Shi Wang· 2025-07-21 22:12
Core Viewpoint - The Chinese government is intensifying efforts to address "involution" in various industries, including traditional sectors like steel and cement, as well as emerging industries such as photovoltaics and new energy vehicles, due to the severe negative impacts it has on competition and industry health [1][2]. Group 1: Impacts of Involution - Involution weakens industry competitiveness as companies engage in price wars, reducing profit margins, which may benefit price-sensitive consumers in the short term but is detrimental in the long run due to decreased funds for technology and innovation [1]. - It disrupts the industry ecosystem, as dominant companies may transfer costs to upstream and downstream businesses, leading to widespread damage across the entire supply chain [1]. - Involution harms domestic circulation, resulting in decreased profits for companies, lower employee incomes, reduced national tax revenues, and diminished investment returns [2]. Group 2: Regulatory Measures - The recent discussions and meetings emphasize the need for comprehensive measures to prevent platforms from engaging in involution, which affects consumers, merchants, delivery personnel, and platform companies [4]. - Consumers should have the right to transparent pricing and safe food delivery, while merchants need to adjust pricing strategies to avoid excessive discounts that lead to unhealthy competition [4][5]. - Protecting the rights of delivery personnel is crucial, as many rely on this income for their families, necessitating fair wages and reasonable working hours [5]. Group 3: Responsibilities of Different Stakeholders - The government should lead by example and reduce its own role in fostering involution through blind competition and subsidy races [7]. - Industry associations play a vital role in self-regulation, connecting government, market, enterprises, and society to mitigate involution [7]. - Enterprises, especially leading firms and state-owned enterprises, must standardize their practices to minimize involution [7]. - Legal frameworks are essential to combat involution manifestations such as substandard practices and false advertising, thereby improving market order [7][11]. Group 4: Cost Monitoring and Payment Practices - Monitoring production costs and prices can set a cost baseline for new energy vehicle companies, preventing them from engaging in price cuts that harm profit margins and long-term innovation [9]. - Key aspects of ensuring timely payments among 17 car companies include confirming contract timelines, establishing monitoring mechanisms for payment progress, and implementing penalty systems for breaches [10]. Group 5: Promoting Fair Competition - Strengthening legal frameworks is crucial for maintaining market order and ensuring fair competition while allowing inefficient enterprises to exit the market [11].
新修订的反不正当竞争法回应“内卷式”竞争、网络不正当竞争行为等新问题——保护公平竞争激发市场活力(坚持和完善人民代表大会制度)
Ren Min Ri Bao· 2025-07-21 22:01
Core Viewpoint - The newly revised Anti-Unfair Competition Law of the People's Republic of China aims to enhance fair competition and regulate market order, particularly addressing new issues arising from the digital economy and internet industry [1][2] Group 1: Key Highlights of the Revised Law - The law has been amended three times since its initial implementation in 1993, with the latest revision set to take effect on October 15, 2023 [1] - The revision specifically targets online unfair competition behaviors, such as false reviews and malicious returns, which have become prevalent in e-commerce [3][4] - The law now includes provisions against data rights infringement and malicious transactions, detailing various forms of unfair competition [4][5] Group 2: Addressing "Involution" in Competition - The law recognizes "involution" as a harmful competitive practice where businesses engage in excessive competition without overall profit growth, leading to resource misallocation [7][8] - It establishes a fair competition review system to ensure equal access to production factors and market participation for all businesses [8][9] - The law aims to shift the focus from low-cost, low-quality competition to innovation and high-quality development [8][9] Group 3: Regulation of Price Wars - The law addresses the issue of price wars initiated by platforms, which can lead to unsustainable business practices and harm consumer rights [10][11] - It prohibits platform operators from forcing or indirectly compelling businesses to sell products below cost, thereby disrupting market order [11] - The law encourages platforms to adopt long-term strategies that prioritize innovation and fair competition rather than short-term gains through aggressive pricing [11]
北京工商大学教授吕来明:整治“内卷式”竞争,需避免宽泛化
Nan Fang Du Shi Bao· 2025-07-21 13:16
Group 1 - The core issue of "involution" competition has gained significant attention across various sectors, including cement, photovoltaic, automotive, and e-commerce, with calls for a return to value-based competition [2] - Recent subsidy wars among food delivery platforms, featuring large discounts and promotions, have sparked consumer interest while local restaurant associations urge a resistance to price-subsidy competition [2][8] - The regulatory landscape for platform economy governance has shifted from consumer protection to a more comprehensive approach that includes the interests of operators and platform workers [2][9] Group 2 - The competition in the platform economy is increasingly focused on data as a key production factor, moving away from traditional product and service competition [4][5] - The decline of traffic growth has led to a reassessment of competition strategies, with platforms now entering a phase of traffic redistribution [5][6] - The total e-commerce transaction volume in China is projected to reach 45.52 trillion yuan in 2023, with a slight increase to 46.41 trillion yuan in 2024, indicating a slowdown in growth [5] Group 3 - The regulatory approach to platform governance has evolved, with a focus on preventing "involution" competition and ensuring fair competition practices among platform operators [7][10] - The revised Anti-Unfair Competition Law introduces new measures to prevent platforms from forcing operators to sell below cost, thereby disrupting market order [7][10] - The emphasis on fair competition rules within platform service agreements aims to establish a mechanism for reporting and resolving unfair competition complaints [10][12] Group 4 - The platform governance policies have shifted from a focus on consumer interests to a more balanced approach that protects multiple stakeholders, including operators and consumers [9][12] - The need for platforms to actively manage and report on unfair competition behaviors has been highlighted, expanding their internal governance responsibilities [10][11] - The rapid evolution of business models in the platform economy presents challenges in identifying and regulating unfair competition, necessitating a nuanced approach to governance [11][12]
近20家餐饮协会呼吁外卖平台停止“内卷式”补贴
Sou Hu Cai Jing· 2025-07-21 08:45
近日,多地餐饮协会发文呼吁外卖平台停止"内卷式"竞争,立即停止非理性补贴,取消低于成本价的补贴活动,禁止强制摊派补 贴,转向高质量发展,明确补贴上限与账期保障等。 在此之前,7月18日,市场监管总局约谈饿了么、美团、京东三家平台企业,要求相关平台企业严格遵守《中华人民共和国电子商 务法》《中华人民共和国反不正当竞争法》《中华人民共和国食品安全法》等法律法规规定,严格落实主体责任,进一步规范促 销行为,理性参与竞争,共同构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态,促进餐饮服务行业规范健康持续 发展。 据媒体不完全统计,从今年五月开始至今,陆续已有湖北、陕西、云南、福建、山东、广西、山西、新疆以及北京、青岛、大 连、深圳、珠海、重庆、大同、遵义、济南、洛阳等超10个省市自治区的餐饮行业协会和烹饪餐饮协会等陆续发布相关倡议书, 呼吁外卖平台停止"内卷式"竞争,促进餐饮服务行业规范健康持续发展。 早在今年五月,中国烹饪协会、安徽、云南及北京、温州、洛阳、珠海等多地就已发布《关于抵制"内卷式"竞争,共建健康餐饮 市场秩序的倡议书》。倡议包括:坚持品质优先,抵制突破成本价的非理性促销,通过提升附加值增强竞争 ...
多地餐饮协会呼吁外卖平台停止“内卷式”竞争
Sou Hu Cai Jing· 2025-07-20 22:47
Core Viewpoint - Local industry associations are calling for major food delivery platforms to stop "involutionary" competition and irrational subsidies, urging a shift towards high-quality development in the restaurant industry [2][3]. Group 1: Industry Concerns - Multiple local restaurant associations, including those from Hubei, Shaanxi, and Yunnan, have voiced concerns over the detrimental effects of excessive competition among food delivery platforms [3]. - The introduction of aggressive subsidy campaigns, such as a "100 billion subsidy" by one platform, has intensified competition, leading to a widespread "subsidy war" among platforms [3]. - Current promotional strategies, including "18 off 18" and "free order cards," have resulted in severe industry involution, undermining the healthy development of the sector [3]. Group 2: Economic Impact - The intense competition has created a "lose-lose" situation for platforms, merchants, and consumers, with significant profit erosion for merchants; for instance, some milk tea products have profits dropping below 1 yuan, and certain dishes are sold at a loss of 4 yuan [3][4]. - Consumers are experiencing issues such as delivery delays, which negatively impact overall consumer experience and threaten the long-term interests of the industry [3]. Group 3: Recommendations - Associations are urging platforms to immediately halt irrational subsidies and prohibit promotions below cost, as well as to stop forcing merchants to participate in subsidy tasks [4]. - Recommendations include optimizing algorithms to prevent order mismanagement and enhancing food safety management, delivery efficiency, and digital service levels [4]. - Merchants are encouraged to participate rationally in promotional activities and resist engaging in price wars to avoid being drawn into the subsidy competition [4].
周末!多地餐协发文:呼吁外卖平台停止“内卷式”竞争
Sou Hu Cai Jing· 2025-07-20 14:54
这个周末,没有像最近两周一样,听到外卖平台发布战报的消息,取而代之的是地方餐饮行业协会加班 发文,继续呼吁外卖平台停止"内卷式"竞争。 洛阳市餐饮与饭店行业协会、山东省烹饪协会等7月19日相继发布倡议书,呼吁淘宝闪购(饿了么)、 京东、美团三家外卖平台停止"内卷式"竞争,立即停止非理性补贴,取消低于成本价补贴活动,禁止强 制摊派补贴,转向高质量发展,明确补贴上限与账期保障等。 此前,市场监管总局约谈饿了么、美团、京东三家平台企业,要求相关平台企业严格遵守法律法规,严 格落实主体责任,进一步规范促销行为,理性参与竞争,共同构建消费者、商家、外卖骑手和平台企业 等多方共赢的良好生态,促进餐饮服务行业规范健康持续发展。 记者在山东省烹饪协会的官微查询到了关于呼吁外卖平台停止"内卷式"竞争的倡议书。 山东省烹饪协会呼吁,立即停止非理性补贴,取消低于成本价补贴活动,建立覆盖原材料与运营成本的 合理定价机制。 据媒体报道,经初步统计,过去一周内,已有湖北省、陕西省、云南省以及北京、青岛、大连、大同、 重庆、深圳等超10个省市的餐饮行业协会陆续发布相关倡议书,呼吁外卖平台停止"内卷式"竞争。 近期,外卖平台之间的补贴大战愈 ...
外卖“大战”降温 记者亲测:0元券消失、红包补贴门槛提升
Guang Zhou Ri Bao· 2025-07-20 14:15
"淘宝闪购给我推送外卖红包,但就是没有之前优惠力度大了。还以为免费雪糕都没有了,打开美团发现部分会员还能领 到。京东外卖还能领百亿补贴优惠。"7月20日,消费者小张习惯性地"打开"三家外卖App,看看当天是否有红包或优惠券 领取。7月18日,饿了么、美团、京东三家外卖平台被市场监管总局约谈,持续近两周外卖补贴"大战"画上了句号。连日 来,记者亲测发现,被约谈后,此前低门槛的红包优惠券、免费配送券、大量的"0元茶饮券"等消失,但是一些红包、优惠 券、到店团购优惠等还能领取和使用。 记者观察发现,本轮"声势浩大"的外卖大战,从最初激发消费者的夏季外卖"狂欢",但过程中出现"变味",最终平台被相 关部门约谈,为外卖行业竞争敲响了警钟,非理性"内卷"不利于行业的发展,就连外卖平台高管也承认,依靠高额补贴出 来的订单量存在大量泡沫。 记者亲测: 京东潮流代言人 张艺兴 平台红包补贴依然发放骑手配送时间恢复正常 7月19日至20日,记者亲测发现,被约谈后,平台此前"疯狂式"的补贴有一定收敛。20日,记者打开淘宝闪购发现有三张待 使用的优惠,包括了"满35元减16元""满20元减10元""满15元减10元",但每天依然保留 ...
超十地餐协发文:呼吁外卖平台停止“内卷式”竞争
第一财经· 2025-07-19 15:44
2025.07. 19 本文字数:1582,阅读时长大约3分钟 7月19日,洛阳市餐饮与饭店行业协会、山东省烹饪协会相继发布倡议书,呼吁淘宝闪购(饿了 么)、京东、美团三家外卖平台停止"内卷式"竞争,立即停止非理性补贴,取消低于成本价补贴活 动,禁止强制摊派补贴,转向高质量发展,明确补贴上限与账期保障等。 除了呼吁停止"内卷式竞争",各地协会还积极呼吁,餐饮行业及商家应当将更多精力放在食品安 全、服务品质等促进行业健康发展的正向举措上。如北京烹饪协会建议餐饮企业不断提升服务质量, 专注技艺创新,不断推陈出新,适应当下消费环境,紧抓食品质量,增强品牌竞争力。陕西省饭店协 会鼓励各方深化餐饮行业数字化应用,通过优化供应链响应速度、周转效率及客户服务精准性降本增 效,以运营水平提升替代价格比拼。 今年年初,已有外卖平台率先推动产业上下游"反内卷",如上线骑手防疲劳机制、取消超时扣款、 试点养老保险补贴、为商家提供助力金等,同时上线"明厨亮灶"等食品安全保障,倡导餐饮商家走 向拼服务、拼产品的创新竞争。 7月16日,美团核心本地商业CEO王莆中公开表态,美团不愿参与"内卷",并且一直在反对"内 卷",最后还是被卷入, ...
呈井喷之势的国产创新药再迎机遇
Group 1 - In 2024, China approved 48 innovative drugs, more than five times the number in 2018, with nearly 40 approved in the first half of the year, indicating a significant "explosion effect" in the sector [1] - The number of innovative drugs approved by the U.S. FDA in 2024 is 50, only two more than China's total, suggesting that China may surpass developed countries in high-tech innovation in the pharmaceutical field [1] - The approval of innovative drugs in China is particularly focused on oncology, with lung cancer being a major health threat, leading to advancements in drug development that enhance treatment options and patient survival rates [1] Group 2 - Bispecific antibodies and antibody-drug conjugates are at the forefront of innovative oncology drugs, with only four bispecific drugs approved globally, one of which is China's innovative drug, Ivosidenib [2] - A head-to-head clinical trial published in The Lancet showed that Ivosidenib significantly outperformed the well-known cancer drug Pembrolizumab in terms of progression-free survival [2] - The first international phase III clinical study of Ivosidenib has concluded enrollment and is awaiting FDA review for lung cancer indications [2] Group 3 - The innovative drug Lurbinectedin was approved in March 2024, becoming the first antibody-drug conjugate for lung cancer indications globally, marking a shift from "catching up" to "leading" in drug development [3] - The rapid development of innovative drugs in China is attributed to supportive policies, including the recently approved "Implementation Plan for Supporting Innovative Drug Development" by the State Council [3] - Ivosidenib was approved in May 2024 and included in the medical insurance list the same year, allowing patients to benefit from insurance reimbursement starting January 1, 2025 [3] Group 4 - Among the 91 drugs newly included in the medical insurance directory in 2024, 33 were approved and included in the same year, reducing the time from approval to insurance coverage from about five years to one year [4] - The price of Ivosidenib dropped by 68% after being included in the insurance directory, significantly alleviating the financial burden on patients [4] - The five-year survival rate for cancer patients in China has improved from 33.3% a decade ago to 43.7% by the end of 2023, translating to an additional 500,000 lives saved each year [5] Group 5 - Despite rapid development, the Chinese innovative drug market faces challenges such as homogenization and lack of clear clinical advantages, leading to "involution" in competition [6] - The National Medical Insurance Administration emphasizes the need to support true innovation and differentiated innovation to guide the development of the biopharmaceutical industry [6] - New measures have been introduced to utilize medical insurance data for innovative drug research and development, enhancing the efficiency of innovation [7] Group 6 - A new commercial health insurance directory for innovative drugs has been established, allowing for the inclusion of high-value drugs that exceed basic insurance coverage [8] - The commercial health insurance sector in China is growing, with a premium income of 977.3 billion yuan in 2024, indicating a potential for increased support for innovative drugs [9] - The establishment of the commercial health insurance directory aims to alleviate the financial burden on patients while ensuring sustainable development for innovative drug companies [10] Group 7 - Companies can apply for inclusion in both the medical insurance directory and the commercial health insurance directory, with the latter allowing for greater involvement of insurance companies in the decision-making process [11]