对此，国务院反垄断反不正当竞争委员会办公室有关负责同志答记者问。 校对|何小桃 问：请介绍一下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开展市场竞争状况调查评估的相关背景和主要考虑？ 每日经济新闻综合自央视新闻 答：党中央、国务院高度重视平台经济创新和健康发展。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。 每经编辑｜段炼 本次调查评估是委员会办公室表达竞争关注、评估垄断风险、规范市场秩序的重要举措，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。外 卖平 ...

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，国务院反垄断反不正当竞争委员会办公室有关负责同志答记者问。 问：请介绍一下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开展市场 竞争状况调查评估的相关背景和主要考虑？ 答：党中央、国务院高度重视平台经济创新和健康发展。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。 本次调查评估是委员会办公室表达竞争关注、评估垄断风险、规范市场秩序的重要举措， 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 ...

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation and assessment of the market competition status in the food delivery platform service industry, aiming to address issues of competition and potential monopoly risks [1][3]. Group 1: Background and Considerations - The central government places significant emphasis on the innovation and healthy development of the platform economy, with food delivery platforms being a crucial part of this sector, contributing to consumption, employment, and innovation [3]. - Recent issues in the food delivery service industry, such as aggressive subsidies, price wars, and traffic control, have led to negative impacts on the real economy and intensified "involution" competition, prompting strong feedback from various sectors of society [3]. Group 2: Investigation and Assessment Details - The investigation will utilize methods such as on-site verification, face-to-face interviews, and surveys to gain a comprehensive understanding of competitive behaviors within food delivery platforms [4]. - The committee aims to gather opinions from various stakeholders, including platform operators, new employment groups, and consumers, to conduct thorough market competition analysis and propose regulatory measures [4]. - Food delivery platforms are required to actively cooperate with the market investigation and assessment, ensuring compliance with anti-monopoly responsibilities and promoting fair competition to foster innovation and healthy development in the industry [4].

问：请介绍一下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开展市场竞 争状况调查评估的相关背景和主要考虑？ 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，国务院反垄断反不正当竞争委员会办公室有关负责同志答记者问。 SFC 来源丨央视新闻 编辑 | 黎雨桐 见习编辑林芊蔚 答：党中央、国务院高度重视平台经济创新和健康发展。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。 本次调查评估是委员会办公室表达竞争关注、评估垄断风险、规范市场秩序的重要举措，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 ...

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation and assessment of the market competition status in the food delivery platform service industry to address issues of unfair competition and promote healthy development in the sector [2][3]. Group 1: Background and Considerations - The central government places significant emphasis on the innovation and healthy development of the platform economy, with the food delivery service industry being a crucial component that contributes to consumption, employment, and innovation [2]. - Recent issues in the food delivery platform service industry, such as aggressive subsidies, price wars, and traffic control, have been reported to negatively impact the real economy and intensify "involution" competition, leading to strong societal feedback [2]. Group 2: Investigation and Assessment Details - The investigation aims to express concerns about competition, assess monopoly risks, and regulate market order through methods such as on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors [3]. - The food delivery platforms are expected to cooperate with the market investigation and assessment, strictly adhere to anti-monopoly compliance responsibilities, and effectively mitigate monopoly risks while participating fairly in market competition [3].

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].

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》。 ...

Core Viewpoint - The recent sharp decline in polysilicon futures prices is attributed to regulatory concerns regarding potential anti-monopoly risks in the industry, following a meeting with leading polysilicon companies and regulatory authorities [1][2]. Group 1: Regulatory Actions - Regulatory authorities have convened a meeting with major polysilicon companies, including Tongwei Co., Xiexin Technology, and Daqo Energy, to address anti-monopoly risks and have requested written rectification plans by January 20 [1][2]. - The core requirements of the rectification plan include prohibiting agreements on production capacity, utilization rates, sales volumes, and prices, as well as preventing any form of market division or profit distribution [1]. Group 2: Market Impact - Following the news, polysilicon futures experienced a significant drop, with the main contract closing at a limit down of 53,610 yuan per ton on January 8, and further declines on January 9, reaching around 51,800 yuan per ton, marking a drop of over 12% in two days [2]. - The market is expected to revert to a weaker fundamental trading logic, focusing on marginal cost pricing due to the regulatory developments [2]. Group 3: Industry Context - The photovoltaic industry has been under pressure, with recent government meetings emphasizing the need for industry self-discipline and the prevention of "involution" or harmful competition [2][3]. - The establishment of a new company aimed at integrating polysilicon capacity has raised concerns about potential monopolistic practices, highlighting the ongoing debate about industry consolidation [3]. Group 4: Future Considerations - The industry is at a crossroads, facing the challenge of balancing capacity reduction with maintaining fair competition, as regulatory bodies and industry stakeholders work to address these issues [4].

Core Viewpoint - The solar photovoltaic (PV) industry faces significant challenges following an antitrust warning regarding the consolidation of polysilicon production capacity, raising uncertainties about the future of self-regulatory actions in the industry [1][6]. Group 1: Antitrust Warning and Industry Response - On January 6, major polysilicon companies were summoned by the State Administration for Market Regulation (SAMR) due to allegations of price manipulation under the guise of industry self-regulation [1]. - The SAMR issued clear rectification requirements, prohibiting agreements on capacity, utilization rates, production volumes, and sales prices among companies [1][4]. - The meeting highlighted multiple complaints received since July 2025, accusing companies of controlling production and market segmentation based on investment ratios [1][4]. Group 2: Market Impact and Price Fluctuations - Following the news, polysilicon futures contracts hit the daily limit down, with a 9% drop on January 8, while major polysilicon stocks experienced declines, with GCL-Poly Energy falling over 7% [2]. - The average prices for polysilicon, silicon wafers, battery cells, and modules are projected to increase by 38.9%, 2.2%, 0.4%, and 2.3% respectively by November 2025 [2]. - Despite a slowdown in market transactions, many polysilicon companies raised new order prices to over 65,000 yuan per ton, significantly above the market average [2]. Group 3: Industry Consolidation and Future Outlook - The establishment of Beijing Guanghe Qiancheng Technology Co., aimed at consolidating polysilicon resources, has raised concerns about potential monopolistic practices [3][5]. - The platform is designed to operate under a dual-track model, referencing successful experiences from other industries to stabilize prices [3]. - Industry leaders emphasize the need for a balanced profit distribution across the entire solar value chain, as current high profits in polysilicon are unsustainable if downstream sectors continue to incur losses [3][5]. Group 4: Challenges Ahead - The self-regulatory actions in the industry are now facing unprecedented challenges, with the cancellation of monthly meetings aimed at addressing overcapacity and price control until rectification measures are completed [5][6]. - The uncertainty surrounding the path forward for coordinated production control and the exit of outdated capacities is increasing, complicating the industry's efforts to stabilize [6].

Core Viewpoint - Apple is contesting an antitrust penalty law in India that calculates fines based on global revenue, arguing it poses excessive financial risk, potentially amounting to $38 billion based on the average global service revenue over the past three fiscal years [1][2]. Group 1: Antitrust Law and Penalties - The Indian Competition Commission (CCI) is investigating complaints from startups and Match Group, alleging that Apple engages in "abusive behavior" by forcing developers to pay high commissions for in-app purchases [1]. - The new antitrust law introduced in India in 2024 allows the CCI to impose fines based on a company's global revenue rather than just its revenue within India, aiming to enhance deterrence against violations [1][2]. - Apple filed a lawsuit in the Delhi High Court in November 2025, seeking to overturn the law, claiming that the maximum penalty risk could reach $38 billion if calculated at 10% of its global service revenue [1]. Group 2: Legal Proceedings and Arguments - The CCI stated that using only domestic revenue for penalty calculations would not effectively deter violations, especially for global digital companies [2]. - Apple accused the CCI of retroactively applying the new law in an unrelated case, asserting that this application was illegal [2]. - The CCI denied Apple's claims, stating that it has always had the authority to impose fines up to 10% of a company's revenue, and the new law merely clarifies the definition of revenue [2][3].