2026.01. 09 本文字数：2144，阅读时长大约4分钟 作者 | 第一财经 陆涵之 陈杨园 封图 | 第一财经记者任玉明 外卖行业无序竞争问题再次受到关注。 据市场监管总局1月9日消息，近日国务院反垄断反不正当竞争委员会办公室依据《中华人民共和国 反垄断法》，对外卖平台服务行业市场竞争状况开展调查、评估。 对于调查原因，国务院反垄断反不正当竞争委员会办公室有关负责人表示，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。 比拼需要进入新的赛道，进入2026年，外卖行业或将转向效率竞争。 外卖大战需要进入"冷静期"，各大平台在当天进行了回应。 美团表示坚决拥护，将全力做好配合工作。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。 淘宝闪购称，欢迎并将积极配合此次行业市场竞争状况调查、评估工作，严格落实合规主体责任，持 续与商户、生态合作伙伴等各方携手，提供更多元化、更高质量的服务，共同维护好公平有序的市场 环境，合力推动外卖服务行业进一步繁荣发展。 平台迅 ...

Core Viewpoint - The release of the draft regulations by the State Administration for Market Regulation marks the end of the chaotic expansion era in China's food delivery industry, transitioning towards a new phase focused on compliance, responsibility, and sustainability [2] Group 1: Regulatory Changes - The new regulations address issues such as platform fee transparency and merchant cost-sharing, mandating the disclosure of fee items and calculation standards to eliminate hidden charges [3] - The regulations strengthen the merchant entry review process, requiring real certificates and actual store information, thereby protecting compliant small and medium-sized merchants [3] - A mechanism for monitoring merchant workload and pre-warning consumers about busy merchants is introduced to prevent service collapse during peak orders [3] Group 2: Protection of Delivery Personnel - The regulations set limits on continuous order-taking duration (over 4 hours requires a fatigue warning) and establish a cap on daily order volume, ensuring compensation aligns with task intensity [4] - The shift in algorithm focus from "efficiency first" to "safety and fairness" reflects a commitment to the rights of delivery personnel, addressing social risks associated with overwork [4] Group 3: Industry Outlook - The previous model of burning cash for market share is deemed unsustainable, with future competition expected to focus on refined operations, algorithm ethics, and balancing interests among stakeholders [5] - The new regulations are seen as a starting point for a more mature industry, emphasizing service over capital games and fostering a more efficient, fair, and resilient digital service ecosystem [5]