比价值

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“比价值”是外卖行业出路
Jing Ji Ri Bao· 2025-08-25 21:44
Core Viewpoint - The CEO of JD Group has highlighted the existence of a bubble in the food delivery market since July, criticizing "malicious subsidies" that do not innovate business models or create incremental value, causing significant distress to merchants and disrupting the pricing system in the industry [1] Group 1: Market Dynamics - Recent promotional strategies by some platforms, such as zero-dollar coupons and significant subsidies, have led to a distorted competitive landscape, characterized by predatory pricing that squeezes competitors and results in "involutionary" competition [1] - The superficial market prosperity masks a deteriorating industry ecosystem, with some platforms creating bubbles through disorderly subsidies, leading to a low-quality, low-price trap in the food delivery sector [1] Group 2: Merchant and Consumer Impact - Merchants are forced to bear high subsidy costs, with some orders resulting in "negative income," leading to reduced quality of ingredients and portion sizes, ultimately harming consumer rights through "hidden price increases" [1] - The competition has resulted in a distorted ecosystem where platforms profit from traffic, merchants gain visibility, and delivery personnel work under strenuous conditions [2] Group 3: Industry Reform and Best Practices - Some platforms have recognized the dangers of "involutionary" competition and are working to reshape industry rules, such as providing full-time delivery personnel with social insurance and reducing operational costs for merchants through lower commission rates [2] - Efforts to enhance user experience focus on quality delivery and optimizing system architecture to avoid falling into a vicious cycle of price wars [2] Group 4: Regulatory and Structural Recommendations - Healthy development of the food delivery industry requires strict regulation against monopolistic behaviors and malicious competition, alongside a return to the essence of business by platforms [3] - Promoting healthy competition among platforms should involve policy guidance, self-regulation, and effective oversight, encouraging a "symbiotic and win-win" industry ecosystem that prioritizes quality, service, efficiency, technology, and innovation [3] - Transitioning competition from "price comparison" to "value comparison" is essential for the food delivery industry to escape the low-quality, low-price dilemma and achieve sustainable development [3]