记者 闫桂花 陆铭表示，如果竞争并不带来社会福利的增量，那就是恶性竞争；反之，如果竞争本身带来社会福利的 增长，那么就不是绝对意义上的"内卷"。"此次外卖大战，我认为还不能简单将其定义为'内卷'，因为它 的确让此前外卖渗透率较低的部分人群和地区养成了新的消费习惯，带来了（社会福利）增量。" 他还表示，外卖大战中在非价格手段方面确实出现了一些"内卷式"竞争的现象，但在价格手段方面，不 能同时满足 "亏损、持续、以获取市场垄断地位为目的"这三个条件，因此不能简单认定为恶性的"内卷 式"竞争。 许可指出，7月的中共中央政治局会议在涉及"反内卷"相关表述时的提法是"依法依规治理企业无序竞 争"，去掉了"低价"的表述，这是因为对市场来说，价格本身就是一个非常重要的竞争因素。 "市场发展的目的就是价格越来越低、但质量越来越好。因此，无序的内卷竞争是质量下降，而不在于 低价。"许可说。 两位学者都认为，外卖业务只是目前即时经济发展的一个阶段，未来会向着即时性、场景性消费尤其是 服务领域进一步演化，能有效促进消费、扩大就业从而拉动宏观经济增长。 陆铭表示，即时经济作为一种新的商业模式，将原本的家庭活动外包到市场，产生新的交易 ...

Core Viewpoint - The ongoing food delivery competition is not simply a case of "involution" but rather contributes to social welfare by fostering new consumption habits and increasing market penetration in previously underserved areas [1][5]. Group 1: Competition and Market Dynamics - The competition in the food delivery sector has led to an increase in social welfare, as it has encouraged new consumption habits among previously low-penetration demographics [1][5]. - Non-price competition has shown signs of "involution," but price competition does not meet the criteria for being classified as "malicious" competition [1][6]. - The recent political discourse has shifted from "low-price" competition to a broader focus on "disorderly competition," indicating that price is a crucial competitive factor [2][7]. Group 2: Economic Impact - Instant economy, as a new business model, has the potential to enhance consumer satisfaction and stimulate macroeconomic growth by outsourcing household activities to the market [2][16]. - The food delivery sector has demonstrated significant scale and regional effects, particularly in western regions where growth rates have reached up to 300% [2][17]. - The shift from tangible goods to intangible services in the instant economy reflects a broader change in consumer behavior and market dynamics [17]. Group 3: Employment and Labor Market - The rise of the instant economy has created a substantial employment pool, particularly among marginalized groups, including those who are unemployed or unable to work full-time [19][20]. - The flexibility of gig work allows individuals to engage in multiple roles, contributing to a trend of "slash youth" who juggle various jobs across platforms [20][22]. - The increase in delivery personnel has implications for urban integration, as many riders find pathways to stable employment and social integration through their roles [22]. Group 4: Regulatory Considerations - The concept of "inclusive and prudent regulation" emphasizes the need for a solid theoretical foundation and evidence-based actions in regulating market behaviors [3][8]. - Regulatory bodies should focus on specific unfair competition behaviors while allowing for the natural evolution of the instant economy [3][8]. - There is a call for more attention to the working conditions and safety of delivery personnel, as well as the need for platforms to provide better support for this workforce [22].