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媒体报道 | 对于互联网平台竞争,不是叫停而是规范
Sou Hu Cai Jing· 2025-08-23 15:20
Core Viewpoint - The document titled "Internet Platform Pricing Behavior Rules (Draft for Public Comment)" was jointly released by three departments, focusing on the pricing behaviors of internet platforms, which are directly related to everyday apps used by consumers [1][3]. Group 1: Pricing Behavior - Pricing behavior includes price marking and price competition, with promotional events like "Double 11" and "618" being significant examples [2]. - The draft emphasizes preemptive guidance, requiring relevant parties to self-regulate their behaviors [3]. Group 2: Subsidy Wars - The ongoing "takeout war" among major platforms like Meituan, Ele.me, and JD.com has led to an estimated total investment of 25 billion yuan in the second quarter [4]. - This competition has resulted in substantial consumer benefits, with daily order volumes in the instant retail market increasing from 100 million to 250 million [5]. Group 3: Regulation and Compliance - The draft does not explicitly prohibit subsidies but mandates platforms to disclose rules for subsidy promotions and prohibits false advertising or exaggeration of subsidy amounts [6][12]. - The rules aim to protect the legitimate rights of consumers and operators by regulating pricing behaviors related to subsidies [12][18]. Group 4: Impact on Small Businesses - Small businesses, referred to as "couple shops," may bear 70%-80% of the subsidy costs, creating a dilemma where participation in subsidy activities leads to higher losses [15][17]. - The draft emphasizes the protection of pricing autonomy for platform operators, prohibiting unreasonable restrictions on pricing behaviors [18][19]. Group 5: Market Dynamics - The "takeout war" is fundamentally about competing for user traffic rather than market share, as platforms seek to enhance user engagement through their main apps [8][10]. - The draft aims to create a fair competitive environment by preventing platforms from using unfair pricing practices and ensuring transparency in promotional activities [32][34].