Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has announced an investigation and assessment of the market competition status in the food delivery platform service industry [1] Group 1: Company Responses - Taobao Flash Delivery expressed its willingness to cooperate with the investigation and emphasized its commitment to compliance and providing diverse, high-quality services to maintain a fair market environment [1] - Meituan fully supports the investigation and aims to use it as an opportunity to promote innovation and healthy development within the food delivery platform service industry [1] - JD Delivery also supports the decision, agreeing on the importance of maintaining fair competition and protecting the rights of consumers, operators, and delivery personnel [1]

Core Viewpoint - The Chinese government is initiating an investigation into the competitive landscape of the food delivery industry, with major players like Meituan and Taobao Shangu responding positively to this initiative [1][2][4][6] Group 1: Government Actions - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee announced an investigation to assess the competitive conditions in the food delivery service industry [1] - The investigation aims to address issues such as irrational competition characterized by price wars, subsidies, and traffic control, which have been reported to pressure the real economy and exacerbate "involution" in the industry [6] Group 2: Company Responses - Meituan expressed strong support for the government's investigation, highlighting the need for the industry to return to rational competition and to oppose "involution" [2] - Taobao Shangu emphasized the importance of fair competition as a core principle of market economy and committed to complying with relevant laws and regulations while cooperating with the investigation [4] Group 3: Investigation Methodology - The investigation will utilize methods such as on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors within the food delivery platforms [6] - The aim is to gather opinions from various stakeholders, including platform operators, new employment groups, and consumers, to analyze the market competition status and propose regulatory measures [6] Group 4: Regulatory Framework - The market regulatory authority released ten governance rules aimed at addressing "involution" in competition, which includes the "Basic Requirements for Food Delivery Platform Services" [6] - These requirements cover merchant management, pricing behavior, delivery personnel rights protection, consumer rights protection, and complaint handling, aimed at improving service quality and reducing disorderly competition [6]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office announced an investigation and assessment of the market competition status in the food delivery platform service industry, which is supported and welcomed by the industry [1] Group 1: Industry Response - The industry strongly supports measures to combat unhealthy competition and maintain fair market order, ensuring the rights and interests of consumers, operators, and delivery personnel [1] - The industry is committed to resisting the negative effects of vicious competition within the sector and aims to promote high-quality development of food delivery services through supply chain innovation [1] Group 2: Future Directions - The industry intends to enhance service quality for consumers, partner businesses, and delivery personnel, thereby fostering innovation and healthy development within the food delivery platform service sector [1]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has announced an investigation and assessment of the competitive conditions in the food delivery platform service industry, which is supported by the company as a measure to maintain fair market competition and protect the rights of consumers, operators, and delivery personnel [1]. Group 1 - The company expresses strong support for the government's decision to investigate the food delivery platform service industry [1]. - The company emphasizes its commitment to resisting unhealthy competition within the industry and aims to promote high-quality development of food delivery services through supply chain innovation [1]. - The company aims to better serve consumers, partner merchants, and delivery personnel while fostering innovation and healthy development in the food delivery platform service industry [1].

北京商报讯（记者 何倩）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。京东外卖对此表示，坚决支持并欢迎这一决定，高度赞同反内卷、维 护市场公平竞争秩序、保障消费者与经营者、骑手合法权益的措施。 京东外卖提及，作为数实融合的新型实体企业，公司坚定不移地抵制行业内存在的内卷式恶性竞争，将 通过供应链模式创新，大力推动品质外卖的高质量发展，更好地服务广大消费者、合作商家与骑手，促 进外卖平台服务行业创新和健康发展。 ...

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]

Core Viewpoint - The State Administration for Market Regulation (SAMR) 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 SAMR will conduct a thorough investigation and assessment of the market competition in the food delivery sector, utilizing methods such as on-site verification, face-to-face interviews, and surveys to gather opinions from various stakeholders including platform operators, new employment groups, and consumers [1]. - Meituan expressed strong support for the investigation and committed to cooperating fully, viewing this as an opportunity to work with other platforms to fulfill market responsibilities and engage in fair competition [1]. Group 2: Industry Context - The investigation follows a period of intensified competition in the food delivery market, particularly after JD.com and Alibaba announced their entry into the sector in early 2025, leading to what has been termed the "food delivery war" [1]. - The SAMR had previously held discussions with three major food delivery platforms in May and July 2025, urging them to compete fairly and operate legally to foster a healthy market environment [1]. Group 3: Meituan's Stance - Meituan has publicly opposed "involution" during its earnings calls and shareholder meetings for three consecutive quarters, making six official statements against it throughout 2025 [2]. - The SAMR has a precedent of assessing market competition in key industries before implementing policies for healthy and orderly development, as seen in its 2024 annual report on antitrust enforcement which included evaluations of the new energy, cloud services, and semiconductor industries [2].

北京商报讯（记者 魏蔚）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也刊文表示，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。 ...

新京报讯据美团消息，1月9日下午，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。美团坚决拥护，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，促进外卖平台服务行业创新和健康发展。 ...

Core Viewpoint - The National Market Regulation Administration has outlined key tasks for 2026, focusing on enhancing fair competition and addressing administrative monopolies [1] Group 1: Fair Competition and Anti-Monopoly - Continuous deepening of fair competition governance is a priority [1] - Strengthening enforcement against monopolistic practices and unfair competition is emphasized [1] - There is a commitment to address "involution-style" competition [1] Group 2: Market Entry and Exit - The initiative aims to improve the quality of business entities [1] - Enhancements to the market entry and exit system are planned [1] - There will be a focus on elevating the credit levels of business entities [1] Group 3: Intellectual Property and Trade Secrets - Strengthening the protection of intellectual property and trade secrets is a key task [1]