哈喽大家好，今天老张带大家聊聊2025 年三季度的外卖圈，那叫一个 "神仙打架"—— 不是比谁赚得 多，是比谁亏得 "有水平"！ 阿里、京东、美团三家巨头，砸钱补贴跟不要钱似的，单季度亏损全破百亿，可谁都不肯先低头退场， 这戏看得人血压都跟着起伏。 先说说最直观的 "亏本法宝"：美团刚晒出的财报里，营收 955 亿元，同比才涨 2 个百分点，慢得跟老 黄牛拉车似的；更揪心的是核心外卖业务，直接亏了 141 亿元！ 你再看去年同期，人家营收就超 900 亿元，增速飙到 22.4%，净利润还赚了 128 亿元，这一增一减之 间，两百七八十亿元全扔进外卖补贴的 "火坑" 里了，说多了都是心疼。 亏本买卖 再看另外两家的 "惨样"：阿里没明说外卖具体亏多少，但高盛预测三季度外卖亏损超 360 亿元，是美 团的两倍还多，结果就换来了 230 亿元营收，这性价比低得离谱；京东也好不到哪去，包含外卖的新业 务板块，直接亏了 157 亿元。 三家凑一块儿，单季度亏得都能买好几家小公司了，说 "惨烈" 都算轻的。你猜为啥三家都烧钱，心态 却差这么多？这里面藏着个大秘密 —— 大家对"外卖" 的定位根本不一样！ 京东 2 月突然 ...

Group 1 - The core viewpoint of the article emphasizes the need to deepen the construction of a unified national market to optimize market competition and lay a solid institutional foundation for high-quality economic development [1] - The current market faces issues such as local trade protection, high industry entry barriers, and household registration system restrictions, which hinder the free flow of goods and factors [1] - To improve market economic efficiency and release scale effects and division of labor dividends, it is essential to eliminate these barriers [1] Group 2 - The article discusses the importance of regulating "disorderly competition" among enterprises, suggesting that a clear definition of "disorderly competition" is necessary to avoid a one-size-fits-all approach in governance [1] - It is recommended to refine rules to distinguish between legitimate and malicious competition, aiming to curb disruptive market behaviors while protecting corporate innovation vitality [1] - In terms of capacity governance, addressing excess capacity and reducing low-level competition is crucial for stabilizing macroeconomic conditions and promoting high-quality industry development [2] Group 3 - The article highlights the need for standardized policies to regulate local government investment attraction behaviors, as excessive competition among local governments can burden finances and disrupt fair market conditions [2] - Establishing a unified policy benchmark is necessary to prevent local governments from engaging in harmful competition through "policy lowlands," ensuring that all enterprises compete on an equal footing [2] - Emphasizing the importance of the "two unwavering" principles, the article suggests that enhancing the operational confidence of private enterprises is vital for current economic development [2]

Core Viewpoint - The call to revoke ICP licenses for apps that do not support HarmonyOS NEXT is seen as an abuse of power and lacks legal basis, potentially harming user rights and the development of HarmonyOS NEXT itself [5]. Legal and Regulatory Issues - The legal basis for ICP licenses pertains to information service qualifications in China, focusing on content safety, network security, and user personal information protection. The demand to revoke licenses based on OS support does not align with these core regulatory goals, indicating a clear misuse of authority [5]. - This request improperly shifts the responsibility of app store reviews and OS ecosystem development onto the regulatory bodies responsible for ICP licensing, representing a significant functional misalignment [5]. Impact on User Rights - Reduced App Choices: The potential exit of many popular international apps or small apps unable to adapt could severely limit user options in the Chinese market [5]. - Decreased User Experience: Mandatory adaptation may lead to poorly optimized, incomplete, or outdated versions of apps for HarmonyOS NEXT, ultimately harming user experience [5]. - Cost Transfer: Increased adaptation costs for developers may be passed on to users through higher service prices or increased advertising [5]. Potential Negative Effects on HarmonyOS NEXT Development - Reputation Damage: Relying on administrative coercion rather than technical strength and ecosystem appeal could harm the domestic and international reputation of HarmonyOS, creating a negative perception of being "closed" and "coercive," which is detrimental to its global development [5]. - Concealment of Real Issues: Coercive measures may obscure genuine problems within HarmonyOS NEXT regarding developer tools, development experience, profitability models, and cross-platform compatibility, hindering its self-improvement through market competition [5]. Adverse International Impact - Such actions may be viewed by the international community as serious market barriers and trade protectionism, damaging China's image as a proponent of an open business environment and potentially leading to unnecessary trade friction and diplomatic disputes [5].