面对行业发展的阶段性困境，监管部门主动作为、精准施策，为行业发展校准航向。年内，多部门 密集出台规范汽车营销传播的政策法规，从明确不正当竞争行为边界，到压实网络平台主体监管责任； 从厘清广告宣传用语合规尺度，到严查虚假营销误导消费违规行径，一系列举措环环相扣，构建起清晰 严明的制度红线。中央网信办联合国家市场监管总局开展的汽车行业网络乱象专项整治行动，以"零容 忍"态度查处曝光一批典型案例，让"黑公关"、不实营销等违规行为付出应有代价，为行业回归良性发 展提供坚实的法治保障。政策刚性约束与执法有力震慑，彰显出政府部门整治乱象、护航发展的坚定决 心，推动行业竞争重新回归法治化、理性化轨道。 在这场行业整治的攻坚战中，行业内部的觉醒与引领同样至关重要。值得欣慰的是，在浪潮激荡之 中，一批行业资深人士持续发声，公开反对"恶性内卷"，呼吁全行业回归诚信经营与高质量发展的初 心。这番逆流而上的直言，起初或许遭遇不解甚至误读，但其中承载的行业责任感，会随着时间推移与 乱象显现，愈发展现出穿透迷雾的远见与分量。它促使行业展开更广泛的自我审视，逐步凝聚起"竞争 须有底线，发展当靠实力"的共识，甚至推动规范竞争议题进入更高层面 ...

从7月16日国常会明确提出针对新能源汽车"加强成本调查和价格监测"，到相关部门约谈多家车企代 表，再到此前发出警告，如今上升到采取实际行动，反映出国家层面对"价格战"监管的精准出手。 12月12日，中国国家市场监督管理总局发布《汽车行业价格行为合规指南（征求意见稿）》（以下简 称"指南意见稿"），拟通过规范定价和销售行为，引导汽车生产销售企业加强价格合规建设，促进行业 高质量发展。《指南意见稿》明确指出，汽车销售必须明码标价，不得以虚假的"限时降价""清仓价"等 名义进行宣传。 《指南意见稿》发布后，包括比亚迪（002594）、小鹏、北汽、长安、长城、奇瑞、东风、零跑、赛力 斯（601127）和江汽等十几家车企集团陆续表态支持，承诺将严格落实规范价格竞争行为的要求，坚决 杜绝任何形式的价格欺诈和不正当竞争行为。 "从监管到产业再到消费者，《指南意见稿》的出台具有多重正向效应。"中国汽车流通协会乘用车市场 信息联席分会秘书长崔东树表示，通过遏制无序价格战、规范产销协同与平台治理，推动竞争从"拼价 格"转向"拼技术、拼服务、拼价值"，夯实高质量发展与"优质优价"的良性生态。 自2023年以来，汽车"价格战"此起彼 ...

Core Insights - The newly implemented national standard for food delivery platforms aims to address key pain points in the industry, including merchant management, pricing behavior, delivery personnel rights protection, and consumer rights protection [1][2] Group 1: Industry Overview - The online food delivery user base in China has reached 545 million, accounting for approximately 50% of the total internet users [1] - In response to the competitive landscape, food delivery platforms have launched significant subsidy campaigns, such as "100 billion subsidies" and "large discount coupons," leading to record-high order volumes [1] Group 2: Regulatory Developments - The new standards require platforms to bear the costs of promotional activities themselves and prohibit them from transferring these costs to merchants or delivery personnel [2] - Platforms are also restricted from coercing merchants into participating in promotional activities and must not penalize non-participating merchants by reducing their visibility or access to traffic [2] Group 3: Implementation Challenges - The transition from written standards to industry norms will depend on effective implementation and enforcement by the platforms [2] - Platforms are expected to take responsibility for improving service quality and algorithm governance, while merchants should focus on enhancing marketing strategies and food safety [2] Group 4: Future Directions - The industry must shift towards rational competition and sustainable development, fostering a value co-creation relationship among platforms, merchants, delivery personnel, and consumers [2]

近日，市场监管总局发布实施推荐性国家标准《外卖平台服务管理基本要求》。此次"新国标"直指当前 外卖行业痛点，规定了外卖平台服务管理的总体要求，让治理有据可依。 如今，外卖已经成为人们生活中不可或缺的一部分。数据显示，我国网上外卖用户规模已达5.45亿人， 约占网民整体的五成。面对如此庞大的消费群体，平台企业自然不会错过机会。今年以来，一些外卖平 台企业为争夺即时零售流量入口，反复发起"百亿补贴""大额神券"等补贴活动。重金之下，外卖订单量 屡创新高。 不过，这些补贴活动看似在短期内刺激了消费，让消费者"薅到了羊毛"，实际上却扰乱了市场秩序，损 害了商家利益。"爆单"背后，也暴露出外卖餐品品质下降、骑手权益保障不足等问题。除此之外，外卖 行业还面临很多新的复杂问题。比如，平台可能变相转嫁成本、中小商户合规能力不足等现实挑战。 正常的市场竞争不应该遏制，但有必要对非理性竞争行为加以引导。5月以来，国家市场监督管理总局 多次约谈相关平台，要求进一步规范促销行为，理性参与竞争。"十五五"规划建议提出，"坚决破除阻 碍全国统一大市场建设卡点堵点""综合整治'内卷式'竞争"。 为更好引导规范外卖平台服务管理行为，提升服务 ...

Group 1: Regulation of Payment and Insurance Sectors - The People's Bank of China and the National Financial Regulatory Administration issued the "Management Measures for Bank Card Clearing Institutions," effective from November 1, 2025, aimed at promoting the healthy development of bank card clearing institutions and ensuring orderly market operations [2] - The "Notice on Strengthening the Supervision of Non-Motor Insurance Business" will also take effect on November 1, 2025, focusing on enhancing the regulation of property insurance companies' non-motor insurance business to promote rational competition and high-quality development [3] Group 2: Tax Policy Adjustments - The announcement regarding the adjustment of the Hainan duty-free shopping policy will expand the range of duty-free goods from 45 to 47 categories, effective November 1, 2025, allowing departing travelers to enjoy the duty-free policy with an annual limit of 100,000 RMB [4] - The announcement on adjusting VAT policies for wind power and other sectors states that from November 1, 2025, to December 31, 2027, a 50% VAT refund policy will be implemented for electricity products generated from offshore wind power [5] - It is also specified that nuclear power units approved after November 1, 2025, will no longer be subject to the VAT pre-collection and post-refund policy [6]

Core Viewpoint - The rapid growth of the food delivery market has led to significant job creation and improvements in labor rights, with platforms like Taobao Shanguo and Meituan actively enhancing rider protections and income opportunities [1][4][5] Group 1: Employment and Labor Rights - Taobao Shanguo reported over 2 million active riders in August, creating more than 1 million new jobs compared to the previous year [1] - The overall employment landscape has improved, with the food delivery sector contributing to a significant increase in job opportunities and income for riders [4] - The number of riders earning over 10,000 yuan per month has increased to 2.8 times compared to last year [4] Group 2: Market Growth and Competition - The food delivery market has seen a doubling in scale, with daily orders increasing from around 100 million in May to over 200 million currently, peaking at nearly 300 million [1] - New platforms have entered the market, leading to healthy competition and innovation in service delivery, with significant growth in night orders across various cities [2] - The introduction of "warehouse stores" has met consumer demand for timely delivery, contributing to increased consumption [2] Group 3: Consumer Behavior and Spending - Online retail sales grew by 6.3% year-on-year, accounting for 24.9% of total retail sales, indicating strong digital consumption [1] - A study from Peking University found that every 1 yuan spent on Taobao Shanguo coupons generates an additional 6.76 yuan in overall consumption [2] Group 4: Business Model Innovation - Platforms are innovating their business models, such as Taobao's new membership system that integrates various services to enhance consumer engagement [3] - Differentiated strategies are emerging among platforms, with Meituan focusing on local commerce and Taobao Shanguo leveraging Alibaba's ecosystem [3] Group 5: Societal Impact - The competitive landscape has created shared value, benefiting not only the platforms but also the broader community, including small businesses and indirect employment opportunities [4][5] - The food delivery sector's growth has positively impacted the restaurant industry, with many small businesses experiencing a revival [4]

Core Viewpoint - The three major food delivery platforms in China have called for the regulation of industry competition to correct market failures and establish a fair competitive environment for all business entities [1] Industry Summary - The article emphasizes that disorderly competition is detrimental to both industry health and the platforms themselves, advocating for a return to rational competition to create greater value [1] - It highlights that irrational competition leads to a lose-lose situation, while rational competition can enhance total factor productivity, benefiting consumers and ensuring companies can innovate [1] - Regulatory bodies are encouraged to guide platforms away from price wars towards improving internal capabilities and creating new value through innovation and service upgrades [1] Market Potential - With a population of over 1.4 billion, the Chinese market is large enough to accommodate fair competition among multiple platforms [1] - The article suggests that platforms should leverage their strengths and collaborate to expand the market, creating a better ecosystem for consumers, merchants, and delivery personnel [1]

Core Viewpoint - The recent commitments from major food delivery platforms to regulate promotional activities and resist unfair competition signal a shift towards rational competition in the industry after a period of intense subsidy wars [1][2]. Group 1: Industry Dynamics - The food delivery industry has become an essential part of daily life, providing convenience for consumers and new sales channels for businesses [1]. - Recent aggressive subsidy practices, such as "0 yuan purchase," have harmed not only merchants' interests but also consumer experience, rider rights, and the long-term development of the industry [1]. - While large-scale subsidies can temporarily stimulate consumption and increase online orders, the negative effects of extreme subsidies are becoming apparent [1]. Group 2: Regulatory Actions - In response to the situation, regulatory authorities took action by meeting with major platforms like Ele.me, Meituan, and JD.com, urging them to comply with laws and regulations and to rationally participate in competition [2]. - The collective commitment from these platforms to resist malicious competition is seen as a positive signal for industry development [2]. - Each platform has expressed intentions to adhere to legal standards, eliminate unfair competition, and create transparent subsidy mechanisms to support merchants [2]. Group 3: Future Outlook - The healthy development of the food delivery industry is crucial for driving consumption and promoting employment [3]. - With the platforms' collective resistance to malicious competition, the industry is expected to enter a new phase of development [3]. - Establishing a fair and mutually beneficial industry ecosystem is essential for stimulating market vitality, fostering continuous innovation, and creating value for consumers, merchants, and riders [3].

Core Viewpoint - The recent commitments from major food delivery platforms to regulate promotional activities and resist unfair competition signal a shift towards rational competition in the industry after a period of intense subsidy wars [1][2]. Group 1: Industry Dynamics - The food delivery industry has become an essential part of daily life, providing convenience for consumers and new sales channels for businesses [1]. - Recent aggressive subsidy practices, such as "0 yuan purchase," have harmed not only merchants' interests but also consumer experience, rider rights, and the long-term development of the industry [1]. - While large-scale subsidies can temporarily stimulate consumption and increase online orders, the negative consequences of extreme subsidies are becoming evident [1]. Group 2: Regulatory Actions - In response to the situation, regulatory authorities took action by meeting with major platforms like Ele.me, Meituan, and JD.com, urging them to comply with laws and regulations and to rationally participate in competition [2]. - The collective commitment from these platforms to resist malicious competition is seen as a positive signal for industry development [2]. - Each platform has expressed intentions to eliminate unfair competition and avoid irrational promotional activities, emphasizing the need for a transparent subsidy mechanism [2]. Group 3: Future Outlook - The healthy development of the food delivery industry is crucial for driving consumption and promoting employment [3]. - With the platforms collectively resisting malicious competition, the industry is expected to enter a new phase of development [3]. - Establishing a fair competition and mutually beneficial industry ecosystem is essential for stimulating market vitality and fostering continuous innovation, ultimately creating more value for consumers, merchants, and riders [3].

Core Viewpoint - Major platforms such as Meituan, Ele.me, and JD.com have collectively announced their commitment to "regulate promotions" and implement measures to limit subsidy behaviors, indicating a shift towards more rational competition in the market [1] Group 1: Company Actions - Meituan, Ele.me, and JD.com have issued statements on their official websites promising to standardize promotional activities [1] - The companies have outlined several restrictions on subsidy practices, including avoiding irrational promotional activities and not selling goods and services at prices significantly below cost [1] Group 2: Regulatory Context - The simultaneous statements from these platforms may be a response to ongoing regulatory pressures, following a recent round of administrative talks initiated by the State Administration for Market Regulation [1] - On July 18, the State Administration for Market Regulation announced that it had conducted administrative talks with food delivery platforms, urging them to engage in rational competition [1]