1月21日，市场监管总局禁止佛山市南海区蓝鸟燃气有限公司与佛山市南海区南官燃气有限公司等经营者新设合营企业案。该案是《中华人民共和国反垄 断法》实施以来，市场监管总局首次禁止公用事业领域经营者集中，有效维护了瓶装液化石油气市场竞争秩序，预防集中后实体推高瓶装液化石油气价 格、增加群众负担，切实维护消费者利益。 2024年10月，广东省佛山市南海区6家从事瓶装液化石油气业务的企业签署协议，拟在南海区新设并共同控制一家合营企业，投资、建设并运营瓶装液化 石油气储配站。该集中未达国务院规定的经营者集中申报标准，当事方自愿申报。收到申报后，市场监管总局就该集中多次征求有关政府部门、行业协会 等意见，并聘请独立第三方机构开展经济学分析。 经评估，该集中将导致集中后实体在佛山市南海区瓶装液化石油气市场获得市场支配地位，同时也更有利于集中后实体与其他市场参与者达成协调行为， 可能直接或间接实施提高商品价格等行为，损害市场公平竞争和消费者利益。根据《中华人民共和国反垄断法》及相关规定，市场监管总局依法禁止本 案。 市场监管总局收到佛山市南海区蓝鸟燃气有限 公司(以下简称蓝鸟燃气)与佛山市南海区南官燃 气有限公司(以下简称南官 ...

校对|金冥羽 封面图片来源：视觉中国（资料图） 2024年10月，广东省佛山市南海区6家从事瓶装液化石油气业务的企业签署协议，拟在南海区新设并共同控制一家合营企业，投资、建设并运营瓶装液化 石油气储配站。该集中未达国务院规定的经营者集中申报标准，当事方自愿申报。收到申报后，市场监管总局就该集中多次征求有关政府部门、行业协会 等意见，并聘请独立第三方机构开展经济学分析。 经评估，该集中将导致集中后实体在佛山市南海区瓶装液化石油气市场获得市场支配地位，同时也更有利于集中后实体与其他市场参与者达成协调行为， 可能直接或间接实施提高商品价格等行为，损害市场公平竞争和消费者利益。根据《中华人民共和国反垄断法》及相关规定，市场监管总局依法禁止本 案。 编辑|程鹏 杜恒峰 每经编辑｜程鹏 1月21日，市场监管总局禁止佛山市南海区蓝鸟燃气有限公司与佛山市南海区南官燃气有限公司等经营者新设合营企业案。该案是《中华人民共和国反垄 断法》实施以来，市场监管总局首次禁止公用事业领域经营者集中，有效维护了瓶装液化石油气市场竞争秩序，预防集中后实体推高瓶装液化石油气价 格、增加群众负担，切实维护消费者利益。 每日经济新闻综合自央视新闻、 ...

编辑：张澍楠 市场监管总局首次对公用事业领域企业并购亮出红牌 中新网1月22日电 据国家市场监督管理总局网站消息，1月21日，市场监管总局禁止佛山市南海区蓝鸟 燃气有限公司与佛山市南海区南官燃气有限公司等经营者新设合营企业案。该案是《中华人民共和国反 垄断法》实施以来，市场监管总局首次禁止公用事业领域经营者集中，有效维护了瓶装液化石油气市场 竞争秩序，预防集中后实体推高瓶装液化石油气价格、增加群众负担，切实维护消费者利益。 2024年10月，广东省佛山市南海区6家从事瓶装液化石油气业务的企业签署协议，拟在南海区新设并共 同控制一家合营企业，投资、建设并运营瓶装液化石油气储配站。该集中未达国务院规定的经营者集中 申报标准，当事方自愿申报。收到申报后，市场监管总局就该集中多次征求有关政府部门、行业协会等 意见，并聘请独立第三方机构开展经济学分析。经评估，该集中将导致集中后实体在佛山市南海区瓶装 液化石油气市场获得市场支配地位，同时也更有利于集中后实体与其他市场参与者达成协调行为，可能 直接或间接实施提高商品价格等行为，损害市场公平竞争和消费者利益。根据《中华人民共和国反垄断 法》及相关规定，市场监管总局依法禁止本 ...

文｜文娱先声 马斯克和音乐行业撕破脸了。 最近，埃隆·马斯克旗下的X Corp（原Twitter）已对18家音乐版权商和NMPA（美国国家音乐版权商协会）提起反垄断诉讼，指控其合谋迫使该社交媒体平 台接受"超竞争价格"的行业统一许可协议。 长期以来，音乐行业与平台之间形成了一套相对稳定、默认的合作逻辑，即平台通过支付授权费用获得音乐许可，版权方则借助授权机制参与平台的商业 收益分配。目前，YouTube、TikTok、Instagram 等主流社交平台，几乎都沿着这一路径完成了合规与商业化的平衡。 那么，这一次马斯克为什么选择掀桌？作为行业惯例，当下的授权机制是否需要被放在竞争与合规的框架下重新审视？ 马斯克单挑大半个音乐圈 冲冠一怒下，马斯克选择单挑大半个音乐圈，并将这些音乐公司和NMPA的相关行为，直接定性为一场"反竞争合谋"。 依据《谢尔曼反托拉斯法》第一条和第二条，X指控包括NMPA在内的多家音乐版权方，存在非法限制贸易、共谋垄断、垄断及企图垄断市场等行为。诉 状中特别强调，被告方控制了美国受版权保护音乐作品授权市场90%以上的份额。 X的态度也十分强硬，请求法院发布永久禁令，并判被告支付三倍赔偿金、 ...

携程被反垄断调查事件过去一周。还有人在揣测，时值春节假期旅游旺季，监管部门狠狠敲打OTA"霸 主"的用意何在，携程是不是犯了更大的不可告人的事。我们不想讨论其他，就想问问像携程这样的平 台型企业，如何做大但不作恶？ 国家市场监督管理总局的公告显示，监管部门依法对携程集团涉嫌滥用市场支配地位实施垄断行为立案 调查。资本市场迅速对这一确定性风险做出反应。携程美股公告当晚股价重挫17%。次日，携程港股跌 幅超19%，创下自2021年香港二次上市以来的最大单日跌幅。 这并非一起孤立的突发事件，而是监管压力长期累积后的集中释放。从2025年8月贵州监管局的约谈， 到9月郑州针对"调价助手"算法的合规问询，再到年底云南省旅游民宿行业协会发起的集体维权，针对 OTA（在线旅游）头部平台的合规包围圈在过去半年内已显现收紧之势。 作为绝对的行业龙头，携程在掌控高星酒店与机票核心供给的同时，逐渐陷入了商家与消费者双边怨声 载道的困境，矛盾积累，最终触发了监管部门的反垄断调查。 资本意志下的并购扩张 2026年这场监管风暴的种子，实际上埋藏于十年前行业格局的一次剧烈震荡。2015年，中国OTA市场经 历了两次决定性并购，直接造成了 ...

Core Viewpoint - The article discusses the ongoing antitrust investigation against Ctrip, highlighting the grievances of accommodation providers regarding high commission rates and restrictive practices that limit their ability to sell on other platforms, leading to a significant impact on their business operations [2][3][4][5][15]. Group 1: Ctrip's Business Practices - Ctrip's commission costs for accommodation providers have remained high, reaching 30%-40%, while the market demand has decreased, leading to complaints from merchants who feel they are working for the platform [2][3][12]. - The "Special Label" (特牌) system implemented by Ctrip requires higher commission rates and restricts merchants from selling on other platforms, which has led to significant dissatisfaction among providers [4][5][6][8]. - Ctrip's practices have prompted regulatory scrutiny, with the National Market Supervision Administration launching an investigation into potential monopolistic behavior, including the use of big data to manipulate consumer pricing [3][16]. Group 2: Market Dynamics and Merchant Challenges - The supply-demand imbalance in the Yunnan accommodation market has intensified, with many merchants relying heavily on Ctrip for bookings, leading to a situation where losing access to Ctrip would mean losing a significant portion of their customer base [8][11]. - Merchants report that the effectiveness of Ctrip's advertising and promotional tools has diminished, with rising costs for clicks and competition among providers leading to increased financial strain [12][15]. - The article notes that Ctrip's market share in the online travel agency (OTA) sector is substantial, with estimates suggesting it controls nearly 70% of the market when including its strategic investments [15][16]. Group 3: Regulatory and Industry Implications - The ongoing antitrust investigation could lead to significant penalties for Ctrip, similar to those faced by other major companies in the past, which may include fines based on their annual revenue [16][17]. - Industry experts suggest that while regulatory actions may address some issues, they may not resolve the fundamental challenges of oversupply and insufficient demand in the market [17][18]. - Ctrip's international expansion efforts are highlighted as a potential avenue for growth, as the company seeks to tap into the inbound tourism market, which remains underdeveloped compared to other countries [18][19].

Core Viewpoint - The State Administration for Market Regulation (SAMR) is taking measures to address "involution" competition in the freight industry, specifically targeting the platform Huolala to ensure fair market practices and protect the rights of truck drivers [1] Group 1: Regulatory Actions - SAMR has mandated Huolala to implement comprehensive rectification measures to maintain fair competition and protect the legitimate interests of truck drivers [1] - The agency has publicly interviewed Huolala, requiring strict compliance with antitrust laws and the establishment of fair operational practices [1] Group 2: Industry Concerns - Huolala has been found to engage in practices such as using algorithms to unreasonably lower freight prices and enforcing exclusive vehicle stickers, which harm fair competition and the interests of truck drivers [1] - These practices have led to a follow-the-leader pricing strategy among competitive platforms, exacerbating "involution" competition and posing a risk of monopoly in the industry [1]

1月21日，市场监管总局召开专题新闻发布会，公布2025年综合整治"内卷式"竞争十大典型案例，系统 展现监管部门在打击违法违规行为、维护公平竞争秩序、促进行业高质量发展方面的实践与成效。 2025年，各级市场监管部门审查政策措施5.8万件，修改调整1万余件，从源头防止出台妨碍统一市场和 公平竞争的政策措施。组织开展整治滥用行政权力排除、限制竞争专项行动，立案调查96件、办结75 件，有力制止了不当干预竞争行为。 此外，广告合规助企专项行动引导经营主体增强合规意识，以优质广告打造品牌，推动企业走出"内卷 式"竞争，保持广告监测违法率低位运行。强化产品一致性管理，防范企业通过降低零部件标准、简化 工序等手段规避认证要求，杜绝低价低质产品流入市场。公平竞争审查工作持续发力，2025年全年审查 政策措施5.8万件，抽查1万余件并督促整改，纠治不当市场干预行为，维护统一市场环境。 市场监管总局竞争协调司副司长赵春雷指出，这些案例体现三大特点，"注重事前预防、注重刚柔并 济、注重协同治理"，通过多元手段构建良性竞争生态。 多措并举筑牢公平竞争防线 针对货拉拉约谈整治情况，市场监管总局反垄断一司副司长刘健介绍，经核查，货拉 ...

Core Viewpoint - The article discusses the release of ten typical cases of "involution-style" competition by the State Administration for Market Regulation (SAMR) for the year 2025, highlighting various regulatory actions taken to promote fair competition and protect consumer rights. Group 1: Regulatory Actions - SAMR conducted public interviews with HuoLaLa based on the Anti-Monopoly Law, implementing a tiered regulatory approach to enhance deterrence and social supervision, effectively protecting market competition and stabilizing driver employment [1] - The solar industry faces "involution and external spillover" risks, with preemptive warnings and policy coordination to help companies avoid overseas antitrust risks and economic losses, shifting competition from "price wars" to "innovation-driven" [2] - The market supervision bureau in Kaifeng, Henan, penalized Baikang Health Consulting for false advertising through private live streaming, impacting consumer rights and demonstrating a zero-tolerance stance on fraud against the elderly [3] Group 2: Industry-Specific Measures - SAMR held meetings with food delivery platforms to address the negative effects of low-price competition, urging platforms to operate legally and transparently, ensuring fair competition and preventing food waste [4] - Regulatory bodies in Guangdong, Hunan, and Beijing conducted defect investigations and recalls for mobile power products, with a total of 139.77 million units recalled, promoting healthy industry development [5] - SAMR initiated a national quality supervision special inspection for new energy vehicle products, focusing on models with significant price reductions, conducting safety performance tests and collision trials to enforce quality standards [6] Group 3: Advertising and Compliance - SAMR launched a special action to enhance advertising compliance awareness among businesses, aiming to guide companies away from "involution-style" competition and promote good branding through effective advertising [7] - Efforts to strengthen product consistency management were emphasized to prevent discrepancies between certified products and actual production, reducing the risk of low-quality products entering the market [8] Group 4: International Standards and Fair Competition - SAMR led the development and publication of international standards in governance, promoting over ten international standards in the new energy vehicle sector, encouraging a shift from "involution-style" competition to quality competition [9] - A total of 58,000 important policy measures were reviewed for fair competition, with over 10,000 policies checked nationwide, ensuring compliance and preventing policies that disrupt market unity and fair competition [10]

【纠错】 【责任编辑:吴京泽】 刘健介绍，经核查，网络货运头部平台货拉拉存在利用算法不合理压低货运价格、利用平台规则实 施强制独家车贴等行为，损害公平竞争市场秩序和货车司机利益，导致竞争性平台跟随实施低价策略， 加剧行业"内卷式"竞争，存在垄断风险。 刘健表示，近年来，我国网络货运行业快速发展，在便利物流与消费、扩大就业等方面发挥了重要 作用，但同时低价无序竞争等问题逐步显现，社会各方面反映较为集中。党中央、国务院高度重视促进 平台经济创新和健康发展、整治"内卷式"竞争和维护新就业群体利益。市场监管总局依据反垄断法公开 约谈货拉拉，是落实党中央、国务院决策部署的具体监管举措，通过运用反垄断"三书一函"的方式，在 采取柔性监管措施的同时，充分传导监管压力，强化约束作用和社会监督，切实压实平台主体责任。 新华社北京1月21日电（记者赵文君、高亢）在市场监管总局21日举行的新闻发布会上，市场监管 总局反垄断一司副司长刘健在介绍通过约谈货拉拉推动整治相关行业"内卷式"竞争时表示，市场监管总 局将督导货拉拉全面落实整改要求，维护市场公平竞争，保护货车司机合法利益，引导行业回归理性竞 争，优化货运平台竞争生态，促进形成优 ...