消费外溢效应

Search documents
南财快评|鼓励良性竞争,让平台成为拉动消费的新动能
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-01 12:56
Core Viewpoint - The recent statements from multiple food delivery platforms advocate for healthy competition and responsible business practices in response to regulatory guidance aimed at promoting fair competition and sustainable market practices [1][2]. Group 1: Industry Response and Regulation - The market regulatory authorities have previously engaged with major platforms like JD, Meituan, and Ele.me to encourage legal and fair business operations [1]. - The emphasis on avoiding unsustainable competitive practices, such as "zero-yuan purchases" and selling below cost to gain market dominance, reflects the industry's commitment to social responsibility [1][2]. Group 2: Market Dynamics and Consumer Behavior - In the platform economy, merchants face market pressures not only from direct competition but also from the platforms themselves, which leverage data and scale to respond to market changes [2]. - The potential for service consumption growth is significant, as increasing frequency of service usage can lead to substantial consumption increases, aligning with national policies to boost domestic demand [2]. Group 3: Economic Impact of Subsidies - A study from Peking University indicates that effective subsidy strategies can stimulate platform consumption and generate significant spillover effects, with every 1 yuan of effective flash purchase subsidy leading to an additional 6.76 yuan in consumer spending [3]. - The estimated total consumption increase from platform subsidies could reach 676 billion yuan, representing 1.4% of the projected total retail sales of consumer goods in 2024 [3]. Group 4: Balancing Efficiency and Diversity - The harsh realities of market competition can lead to the closure of small businesses that provide unique value, highlighting the need for platforms to balance efficiency with the preservation of market diversity [3]. - Platforms are encouraged to utilize data analytics to identify and support unique merchants, ensuring their survival during challenging market conditions [3]. Group 5: Sustainable Development and Social Responsibility - The food delivery market is becoming a crucial driver of consumption upgrade, employment, and public service, necessitating a focus on service quality and the balanced interests of platforms, merchants, delivery personnel, and consumers [4]. - Achieving sustainable industry development requires a multi-faceted approach that considers both economic and social benefits [4].