行业默契合谋

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育儿补贴利好母婴商品,警惕行业默契提价消弭政策善意 | 封面评论
Sou Hu Cai Jing· 2025-08-13 05:56
Group 1 - Recent policies such as childcare subsidies and free preschool education have alleviated the financial burden on families, but some retailers have taken advantage of this situation to raise product prices under the guise of promotional activities [3] - Many parents have reported on social media that the prices of baby products like milk powder, diapers, and complementary foods have increased by several to dozens of yuan, effectively offsetting some of the subsidy amounts [3] - The pricing of baby products is subject to market dynamics, and while minor price fluctuations are not unusual, the recent reports of price increases on social media have raised concerns about potential industry-wide trends [3] Group 2 - The childcare subsidy of 3,600 yuan per child per year is still an expected income and has not yet translated into actual purchasing power for families, which limits its ability to support rapid price increases in the sales market [4] - The e-commerce sector employs a complex pricing system influenced by various factors such as promotions, coupons, and membership benefits, meaning that observed price increases may be a result of reduced promotional offers rather than actual price hikes [4] - The baby products market is highly competitive, with brands not being irreplaceable, leading to a mix of price increases for profit and price reductions for volume sales, highlighting the importance of monitoring for any collusion among companies to control prices [4]