内卷式竞争

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破除“内卷式”竞争 迈向高质量发展(人民眼·建设全国统一大市场)——纵深推进全国统一大市场建设观察之三
Xin Lang Cai Jing· 2025-08-22 03:44
Group 1: E-commerce Industry Changes - Major e-commerce platforms have adjusted the "refund without return" policy to protect merchants' rights and promote a healthier consumption ecosystem [7][9][11] - The number of cases related to "refund without return" has decreased by over 60% compared to the same period last year, indicating a positive shift in consumer behavior [8] - The adjustment of the "refund without return" rule has led to a 30% reduction in total refunds on platforms like Taobao and Tmall [11] Group 2: Innovation in the Eyewear Industry - The eyewear manufacturing sector in Taizhou, Zhejiang, has seen a transformation from low-cost competition to value creation through innovation and technology [7][14] - The introduction of advanced machinery has increased production efficiency by 8 times, allowing companies to improve product quality without engaging in price wars [14][16] - The establishment of a high-standard entrepreneurial park has facilitated collaboration among over 100 eyewear companies, enhancing supply chain efficiency and reducing costs [15] Group 3: Local Government and Investment Strategies - Local governments are shifting from offering tax incentives to optimizing the business environment to attract quality enterprises [17][19] - The focus is now on service quality and effective governance rather than merely competing on financial incentives [20][24] - The implementation of a specialized recruitment strategy for investment promotion has led to the successful attraction of numerous projects, with a total signed amount of 87 billion yuan [24]
破除“内卷式”竞争迈向高质量发展——纵深推进全国统一大市场建设观察之三(人民眼·建设全国统一大市场)
Ren Min Ri Bao· 2025-08-21 22:21
Group 1 - The article discusses the adjustment of the "refund only" mechanism by major e-commerce platforms, which will no longer actively intervene in consumer requests for refunds without returns after receiving goods, aiming to balance the rights of merchants and consumers [1][3] - The adjustment of the "refund only" rule has led to a significant decrease in related disputes, with the Beijing Internet Court handling less than 20 cases this year, a drop of over 60% compared to the same period last year [2] - The optimization of the "refund only" rule is seen as a corrective measure to maintain market order and improve the consumption ecosystem, as it addresses the abuse of the rule by some consumers [5][6] Group 2 - The article highlights the transformation of the eyewear industry in Taizhou, where companies are moving away from low-end, price-driven competition to focus on innovation and quality, with the production efficiency of a local company increasing eightfold due to new equipment [8][9] - The establishment of high-standard industrial parks in Taizhou has facilitated collaboration among eyewear manufacturers, improving supply chain efficiency and reducing production costs [9][10] - The article notes that the quality inspection pass rate for Taizhou eyewear has improved to 94.3% in 2024, an increase of 16 percentage points from 2022, indicating a shift towards quality management [10] Group 3 - The article discusses the shift in investment attraction strategies in cities like Jiaozuo, where the focus has moved from offering tax incentives to optimizing the business environment and enhancing service quality [11][12] - Jiaozuo has implemented a systematic approach to track and support investment projects, ensuring accountability and progress monitoring [14][18] - The introduction of specialized talent for investment attraction has led to significant project signings and a focus on creating a favorable business environment rather than competing on incentives [16][18]
破除“内卷式”竞争 迈向高质量发展(人民眼·建设全国统一大市场)
Ren Min Ri Bao· 2025-08-21 22:13
Core Viewpoint - The article discusses the shift from "price competition" to "value creation" in the e-commerce industry, emphasizing the need for platforms to optimize refund policies to protect both consumers and merchants while fostering a healthier market environment [7][11][13]. Group 1: E-commerce Industry Changes - Major e-commerce platforms have adjusted their "refund without return" policies to prevent abuse and protect merchant interests, leading to a significant decrease in related disputes [8][9]. - The Beijing Internet Court reported a 60% decrease in "refund without return" cases compared to the previous year, indicating a positive trend in dispute resolution [8]. - The optimization of refund rules has resulted in a 30% reduction in total "refund without return" requests on platforms like Taobao and Tmall [11]. Group 2: Industry Innovation and Upgrades - The eyewear manufacturing sector in Taizhou, Zhejiang, has transitioned from low-cost production to high-quality innovation, with companies like Yingchang Group increasing efficiency by 8 times through new technology [14][16]. - The local eyewear industry, which produces 400 million pairs of sunglasses annually, is moving towards a model that emphasizes quality and technological advancement rather than price competition [15][16]. - The establishment of the "Mirror Enjoy Future" service platform aims to enhance technological collaboration and innovation within the eyewear sector, leading to improved product quality and market competitiveness [15][16]. Group 3: Local Government and Investment Strategies - Local governments, such as in Jiaozuo, Henan, are shifting from offering financial incentives to creating a more favorable business environment to attract quality enterprises [17][19]. - The focus is now on optimizing service and governance rather than competing on tax breaks, which has led to a more sustainable approach to attracting investment [20][24]. - The introduction of specialized talent for investment promotion has proven effective, with Jiaozuo's new strategies resulting in significant project signings and investment amounts [22][24].
反“内卷”需多方协同发力(有所思)
Ren Min Ri Bao· 2025-08-21 22:04
Group 1 - The core viewpoint is that the cessation of excessive preferential policies has led to improved development and confidence among companies in Huozhou, Henan [1] - The previous competition among local governments for extraordinary incentives resulted in companies focusing on lower land prices and tax rebates, neglecting essential factors like infrastructure and workforce availability [1] - The ongoing cleanup of these policies allows governments to allocate more resources to infrastructure and practical support for businesses, leading to better operational breakthroughs [1] Group 2 - Companies are encouraged to seek innovation and quality for sustainable development rather than relying on low prices, which can undermine their long-term viability [2] - The government is urged to shift its development strategy from offering tax incentives to enhancing the business environment, improving efficiency, and providing comprehensive infrastructure and supply chain support [2] - Addressing the issue of "involution" in competition requires a long-term approach, adhering to economic principles, and unifying government actions to create a fair competitive marketplace [2]
人民网评“外卖大战”
Ren Min Wang· 2025-08-20 09:49
Core Viewpoint - The ongoing "takeaway war" among major platforms, characterized by high subsidies and discounts, has led to record-breaking order volumes but raises questions about its long-term sustainability and impact on the restaurant industry [2][10]. Group 1: Market Dynamics - Since April, platforms have collectively invested nearly 1 trillion yuan in subsidies, creating a "catfish effect" that initially benefits consumers and merchants but may not lead to sustainable profits for smaller businesses [2][3]. - The competition has shifted from a marketing strategy to a prolonged battle, altering the market landscape and creating a complex "butterfly effect" where many restaurants report losses despite increased sales [2][3]. Group 2: Impact on Small Businesses - Small and medium-sized enterprises (SMEs) face an unequal competitive environment, where participation in subsidy programs erodes profits, while non-participation risks marginalization [3][4]. - The reliance on single platforms for revenue limits the operational autonomy of these businesses, and the ongoing price wars may force unique local eateries out of the market [3][4]. Group 3: Consumer Choices and Market Diversity - The apparent increase in consumer choices may actually lead to a reduction in market diversity, as smaller brands struggle to compete against large chains offering standardized products [4][10]. - The heavy reliance of many businesses on a few platforms diminishes the overall resilience of the restaurant retail system, raising concerns about the long-term health of the industry [4][10]. Group 4: Long-term Industry Implications - The "takeaway war" is not just a battle for market share but also a test of platforms' social responsibility and their role in fostering a healthy ecosystem for all business sizes [4][11]. - A shift from a "traffic-driven" mindset to a "symbiotic" approach is necessary for sustainable growth, ensuring that all types of businesses can thrive while providing quality service to consumers [4][11]. Group 5: Challenges of Price Competition - Price-based competition leads to management challenges for restaurants, as increased order volumes can strain resources and result in higher operational costs without corresponding revenue growth [8][10]. - The focus on low prices does not incentivize quality improvements among merchants, potentially harming innovation and customer satisfaction [8][10]. Group 6: The Need for Structural Change - The current "involution" competition model, characterized by short-term survival tactics, risks long-term industry decline and inefficiency [11][12]. - Emphasizing technological innovation and management efficiency is crucial for sustainable growth, rather than relying on aggressive price competition [12].
政策落地与估值修复驱动中国股市上行 A股市场信心与资金活跃度显著提升
Yang Shi Wang· 2025-08-20 02:49
Group 1 - The A-share market has seen a significant increase in confidence and fund activity, leading to a rebound in the performance of equity funds, with 45 new funds launched this week, 35 of which are equity funds [1][3] - The performance of equity funds has been outstanding this year, with the latest index for equity funds reaching a three-year high, and over 2,000 equity funds achieving historical net value highs in August [1][3] - Institutional funds, including insurance and private equity, are identified as key incremental capital driving the strong market performance, supported by easing external risks and favorable policies [1][3] Group 2 - Recent analysis from international financial institutions indicates that multiple economic stabilization policies are being implemented, along with improved valuations and earnings expectations for listed companies, driving the A-share market upward [4] - Analysts note that the Chinese government has introduced over 50 measures across 16 industries to curb excessive competition, which is expected to promote sustainable industry development and stronger corporate profitability [6][8] - The valuation of major assets in the Chinese stock market remains low compared to historical levels, with A-share blue-chip stocks offering better value compared to high P/E ratios of large-cap tech companies in the US [8]
国际金融机构:政策落地与估值修复驱动中国股市上行
Sou Hu Cai Jing· 2025-08-19 15:27
Group 1 - The recent performance of A-shares is driven by multiple economic stabilization policies, improved valuations, and positive earnings expectations for listed companies [1] - Various policies implemented by the Chinese government aim to curb excessive competition, which is expected to enhance corporate profit margins and improve the overall economic fundamentals [3] - The Chinese government has introduced over 50 measures across 16 industries to promote sustainable industry development and stronger corporate earnings [5] Group 2 - The valuation of major assets in the Chinese stock market remains low compared to historical levels, making A-share blue-chip stocks more cost-effective relative to high P/E ratios of large-cap tech companies in the US [7] - The dynamic P/E ratio of the S&P 500 is around 22 times, while the MSCI China Index is approximately 12 times, and A-shares are slightly higher at around 13 times, indicating that they are not overly expensive even after recent gains [9] - The outlook for Chinese securities is positive due to potential foreign capital inflows, stabilization of international geopolitical risks and tariff issues, and supply-side reforms targeting excessive competition [11]
人民网三评“外卖大战”之二:为什么“卷”,“卷”什么?
Xin Lang Cai Jing· 2025-08-19 03:00
Core Viewpoint - The essence of "involution" on platforms is a result of changes in market structure, shifts in consumer behavior, and the endogenous dynamics and mechanisms of platform growth [1] Group 1: Market Dynamics - In a context where market supply is converging, if delivery platforms focus competition on price to quickly gain user scale, it poses management challenges for restaurant businesses due to the dramatic fluctuations in orders, raw materials, and workforce [1] - Failure to timely adjust to these challenges can lead to high costs for businesses, resulting in a situation where "incremental growth does not lead to increased revenue" [1] Group 2: Quality and Innovation - Price-based competition does not compel businesses to enhance the quality or level of their offerings, which is detrimental to market innovation [1] - Platforms may also face poor consumer experiences due to insufficient preparation of offline fulfillment teams, leading to dissatisfaction among consumer groups and potential public relations issues [1] Group 3: Sustainable Competition - The price-centric "delivery wars" are unsustainable, and it is essential to move beyond the "low-price trap" and "involution-style" competition [1] - Establishing a new balance centered on technological efficiency and institutional innovation is crucial for achieving high-quality development in the platform economy [1]
坚决“反内卷” 警惕超低价
Sou Hu Cai Jing· 2025-08-19 01:19
【深圳商报讯】(驻穗记者 姚嘉莉 通讯员 粤消宣)为帮助广大消费者认清套路、规避风险,从消费端抵 制"内卷式"竞争,广东省市场监管局、广东省消委会8月18日联合发出"反内卷"消费提示。 近期,外卖平台和商家推出了折扣、补贴、新品和联名等活动,导致多家茶饮店出现"爆单"现象。 (中新社 发) 虚假宣传套路真"坑人" 。一些经营者通过虚标原价、低价引流等"内卷式"营销制造优惠假象,如宣称"原价 599元,现价99元",实则原价从未实际成交;部分促销活动宣称"全场5折",却暗中抬高部分商品基础价格, 或限制低价商品库存,引导消费者购买高价替代品。省消委会建议,消费者在购物时通过多渠道比对价格, 查看商品历史成交价,对"限时特惠""限量秒杀"的宣传保持警惕,避免被虚假折扣误导。 "内卷式"竞争催生"多买更便宜"等过度消费营销手段,通过捆绑折扣、满减机制刺激非必要消费,诱导消费 者为追求摊薄单价而超量购买不需要的商品。因此,消费者在购物前明确真实需求,应践行理性消费,按需 购买、量力而行,让消费回归满足需求的本质。 部分平台或企业在"内卷式"竞争中以领取"无门槛券包""购物立减金""红包"等名义,诱导消费者开通"先消费 ...
广东省市场监管局、广东省消委会发布消费提示—— 坚决“反内卷” 警惕超低价
Shen Zhen Shang Bao· 2025-08-18 16:49
Core Viewpoint - The Guangdong Provincial Market Supervision Administration and the Guangdong Consumer Council issued a "anti-involution" consumption alert to help consumers recognize traps and avoid risks associated with irrational competition in the market [1][2][3] Group 1: Involution Competition and Consumer Risks - Involution competition, characterized by irrational price wars, false subsidies, and excessive promotions, is prevalent in various consumer sectors, particularly in the tea beverage market [1][2] - Low-price temptations often lead to low-quality products, as businesses may cut costs to compete, resulting in diminished product quality and service, which can complicate consumer rights protection [1][2] - Consumers are advised to prioritize product quality and merchant qualifications over low prices, emphasizing that "reasonable prices and reliable quality" should be the core of consumption [1][2] Group 2: False Advertising and Consumer Behavior - Some businesses engage in misleading marketing tactics, such as falsely marking original prices or creating a false sense of discounts, which can mislead consumers [2] - The "buy more for less" marketing strategy encourages excessive consumption, prompting consumers to purchase unnecessary items in pursuit of lower unit prices [2] - Consumers are encouraged to clarify their actual needs before shopping and to practice rational consumption by buying only what they need [2] Group 3: Consumer Rights and Market Competition - Regulatory authorities warn that irrational subsidies and price wars by leading platforms may harm the competitive market ecosystem, potentially limiting consumer choices and increasing the risk of rights violations [3] - Consumers are urged to support diverse market participants and choose platforms that balance fair competition with innovative services [3] - In cases where consumer rights are infringed due to involution competition, consumers should file complaints and seek resolution through appropriate channels [3]