顺丰同城 20260121 摘要 阿里在高客单价餐饮市场加大补贴，旨在缩小与美团在 30 元以上市场 份额的差距，目前美团在该市场占据约 70%的份额。此举或将影响餐饮 外卖市场的竞争格局。 阿里通过加盟模式加速即时零售布局，盒马计划在 2025 年底前落地 300 家前置仓，淘宝便利店预计 2026 年覆盖 200 多个城市，开设 2000 家门店，提升履约能力和市场渗透率。 国务院对外卖行业反垄断调查旨在防止过度竞争，预计不会显著改变平 台补贴策略，阿里的市场份额第一战略目标预计保持不变，补贴退坡主 要受季节性因素影响。 淘宝闪购日均单量接近 6,000 万件，即时零售单量约 1,000 万件，占比 相对较低，表明即时零售市场具有较大的增长潜力，优化策略和增加投 入是关键。 即时零售市场规模预计未来将翻倍至 2 万亿元以上，受益于消费者对高 频次、即时性需求的增长，以及仓储和人力成本优势，3C 数码和个护产 品及下沉市场是潜在增长点。 国务院对外卖行业反垄断调查可能会对平台补贴产生一定影响，但整体来看不 会大幅改变其战略方向。首先，从战略层面看，阿里的目标是确保市场份额第 一，这一战略定力不会轻易改变。其 ...

Core Viewpoint - The State Administration for Market Regulation (SAMR) has identified ten representative cases of "involution" competition across various sectors, including platform economy, photovoltaic industry, and new energy vehicles, emphasizing a proactive approach to regulation and compliance [1][2]. Group 1: Key Cases and Actions - The ten typical cases include: public interviews with Huo La La based on antitrust laws; risk warnings and rectifications in the photovoltaic industry; interviews with food delivery platforms regarding subsidy wars; investigations into Baikang Health Consulting for false advertising; defect investigations and recalls for mobile power products; national quality supervision checks for new energy vehicles; compliance assistance for advertising; consistency management enhancements; international standard development in governance; and fair competition reviews to promote regulatory compliance by local governments [1][2]. Group 2: Regulatory Characteristics - The SAMR emphasizes three key characteristics in its regulatory approach: 1. Prevention-focused strategies, such as pre-warning and compliance guidance in the photovoltaic sector and quality checks in the new energy vehicle sector to mitigate risks [2]. 2. A balanced approach combining soft and hard regulatory measures, using interviews to encourage self-discipline among companies while enforcing strict actions against false advertising and defective products [2]. 3. Collaborative governance involving multiple stakeholders, including platforms, enterprises, and consumers, to enhance overall regulatory effectiveness [2]. Group 3: Future Initiatives - The SAMR plans to implement further measures in various industries, including intensified management of mobile power products, enhanced defect information collection and recall processes, and actions to prevent quality decline due to "involution" competition [3].

Core Viewpoint - The article discusses the regulatory measures taken by the market supervision administration to address "involution" risks in various industries, particularly in the photovoltaic and new energy vehicle sectors, emphasizing the importance of preemptive actions, flexible regulatory approaches, and collaborative governance [1]. Group 1: Preemptive Measures - The photovoltaic industry is undergoing "pre-warning + compliance guidance" to help companies correct issues before "involution" risks materialize [1] - In the new energy vehicle sector, the first implementation of complete vehicle quality inspections aims to prevent potential low-price, low-quality risks [1] - Strengthening certification consistency checks is intended to prevent companies from lowering quality after obtaining certifications, thereby eliminating "price-quality" competition from the production source [1] Group 2: Flexible Regulatory Approaches - The administration is diversifying regulatory methods, using softer tools like consultations to guide companies towards self-discipline in cases involving platforms like Huolala and food delivery services [1] - There is an emphasis on enhancing guidance in advertising compliance, which has significantly reduced the rate of violations [1] - For issues related to false advertising in private domain live streaming, the administration is implementing thorough crackdowns and mandatory recalls to reinforce safety and integrity standards [1] Group 3: Collaborative Governance - The administration is actively building a multi-faceted regulatory framework that encourages participation from platforms, enterprises, and consumers to create a collective governance effort [1] - This collaborative approach aims to enhance overall effectiveness in regulatory work [1]

设想落地，仍需解决几个现实问题。首先是本职工作与公益之间的时间冲突。外卖、快递行业本 身就在和时间赛跑，若参与志愿服务或突发事件处置，将面临超时罚款的风险。其次，权益保障 仍存在不合理之处。有媒体报道，某骑手因救火致残，却被平台以"不在配送途中"为由拒赔，无 形中让善举多了份顾虑。再者，应急能力与专业知识的普遍欠缺，也将制约他们应对突发状况时 的实际能力。 因此，激活这股流动力量不能仅靠"吆喝"，应构建长效的制度支撑。一方面，平台需主动履行社 会责任，把骑手从"算法"中解救出来，为其参与治理的行为设置容错或奖励机制。另一方面，政 府需要协同社区、平台等加快治理创新。目前不少地方已经开始探索新就业群体积分服务模式。 比如，成都市锦江区牛市口街道开发的微信小程序，通过"随手拍""一键直报"等，即可将问题上 报社区获得和兑换积分。此外，政府、社区和平台也可以联合开展安全隐患识别、应急救护等场 景化培训，提升该群体"会帮忙"的能力。 默默奉献值得赞颂，但让每一次有价值的举手之劳都能被看见、被认可，亦不可或缺。当城市的 流动力量被激活，并深度嵌入到治理网络当中，我们迎来的将是一个运转更高效、管理更精细的 城市，更是一个 ...

Core Viewpoint - The State Administration for Market Regulation (SAMR) has announced ten typical cases of "involution" competition for comprehensive rectification by 2025, emphasizing its commitment to combating illegal activities and maintaining fair market order, while promoting quality improvement and healthy industry development [1] Group 1: Regulatory Actions - SAMR has publicly interviewed Huolala based on the Anti-Monopoly Law, implementing a tiered regulatory approach to enhance deterrence and social supervision, effectively protecting market competition and stabilizing driver employment [1] - The market supervision departments in Guangdong, Hunan, and Beijing have conducted defect investigations and recalls for mobile power products, resulting in 139.77 million units being recalled [2] - SAMR has organized a national supervision special inspection for the quality of new energy vehicle products, focusing on models with significant price reductions, conducting six batches of inspections covering 34 specific items [3] Group 2: Industry Guidance - The agency has initiated a special action to enhance advertising compliance awareness among businesses, aiming to guide enterprises away from "involution" competition through effective advertising [3] - SAMR has strengthened consistency management to prevent discrepancies between certified products and actual production, ensuring that low-quality products do not enter the market [3] - The agency has led the development and publication of international standards in organizational governance, promoting over ten international standards in the new energy vehicle sector to shift competition from "involution" to quality [3] Group 3: Fair Competition - SAMR has conducted a thorough review of fair competition, examining 58,000 important policy measures and ensuring compliance to prevent policies that disrupt the unified market and fair competition [4]

1月21日，市场监管总局召开专题新闻发布会，公布2025年综合整治"内卷式"竞争十大典型案例，系统 展现监管部门在打击违法违规行为、维护公平竞争秩序、促进行业高质量发展方面的实践与成效。 2025年，各级市场监管部门审查政策措施5.8万件，修改调整1万余件，从源头防止出台妨碍统一市场和 公平竞争的政策措施。组织开展整治滥用行政权力排除、限制竞争专项行动，立案调查96件、办结75 件，有力制止了不当干预竞争行为。 此外，广告合规助企专项行动引导经营主体增强合规意识，以优质广告打造品牌，推动企业走出"内卷 式"竞争，保持广告监测违法率低位运行。强化产品一致性管理，防范企业通过降低零部件标准、简化 工序等手段规避认证要求，杜绝低价低质产品流入市场。公平竞争审查工作持续发力，2025年全年审查 政策措施5.8万件，抽查1万余件并督促整改，纠治不当市场干预行为，维护统一市场环境。 市场监管总局竞争协调司副司长赵春雷指出，这些案例体现三大特点，"注重事前预防、注重刚柔并 济、注重协同治理"，通过多元手段构建良性竞争生态。 多措并举筑牢公平竞争防线 针对货拉拉约谈整治情况，市场监管总局反垄断一司副司长刘健介绍，经核查，货拉 ...

Core Viewpoint - The article discusses the release of ten typical cases of "involution-style" competition by the State Administration for Market Regulation (SAMR) for the year 2025, highlighting various regulatory actions taken to promote fair competition and protect consumer rights. Group 1: Regulatory Actions - SAMR conducted public interviews with HuoLaLa based on the Anti-Monopoly Law, implementing a tiered regulatory approach to enhance deterrence and social supervision, effectively protecting market competition and stabilizing driver employment [1] - The solar industry faces "involution and external spillover" risks, with preemptive warnings and policy coordination to help companies avoid overseas antitrust risks and economic losses, shifting competition from "price wars" to "innovation-driven" [2] - The market supervision bureau in Kaifeng, Henan, penalized Baikang Health Consulting for false advertising through private live streaming, impacting consumer rights and demonstrating a zero-tolerance stance on fraud against the elderly [3] Group 2: Industry-Specific Measures - SAMR held meetings with food delivery platforms to address the negative effects of low-price competition, urging platforms to operate legally and transparently, ensuring fair competition and preventing food waste [4] - Regulatory bodies in Guangdong, Hunan, and Beijing conducted defect investigations and recalls for mobile power products, with a total of 139.77 million units recalled, promoting healthy industry development [5] - SAMR initiated a national quality supervision special inspection for new energy vehicle products, focusing on models with significant price reductions, conducting safety performance tests and collision trials to enforce quality standards [6] Group 3: Advertising and Compliance - SAMR launched a special action to enhance advertising compliance awareness among businesses, aiming to guide companies away from "involution-style" competition and promote good branding through effective advertising [7] - Efforts to strengthen product consistency management were emphasized to prevent discrepancies between certified products and actual production, reducing the risk of low-quality products entering the market [8] Group 4: International Standards and Fair Competition - SAMR led the development and publication of international standards in governance, promoting over ten international standards in the new energy vehicle sector, encouraging a shift from "involution-style" competition to quality competition [9] - A total of 58,000 important policy measures were reviewed for fair competition, with over 10,000 policies checked nationwide, ensuring compliance and preventing policies that disrupt market unity and fair competition [10]

针对2025年年初，在全国范围内陆续发生的多例移动电源产品起火爆炸事故，市场监管总局质量发展局 副局长史新章指出，此次移动电源召回事件直接产生的问题为生产企业对电芯的质量管控出现漏洞，但 背后更深层次的原因则是移动电源行业快速发展过程中的"价格战""内卷式竞争"，移动电源零售价不断 逼近物料成本线。移动电源行业的内卷，导致生产企业忽视产品质量安全体系建设、过度追求规模扩 张，最终因内卷引发行业危机的集中爆发。 据悉，市场监管总局通过对问题充电宝的缺陷召回工作，在综合整治移动电源行业"内卷式"竞争方面取 得了积极成效：2025年共督促移动电源生产企业实施召回10次，涉及数量共计139.77万台，消除了大量 产品安全隐患，有效保护消费者人身财产安全和公共安全。目前，相关投诉平台 【下载黑猫投诉客户 端】关于移动电源的投诉数量相比2025年7月的峰值降低了85%，并呈持续下降的趋势。 此外，有关部门还引导生产企业加强质量技术攻关创新，以"行业主导+政府指导"的方式，强化"产学研 用检"联动，构建移动电源全生命周期质量管控体系等举措，推动企业由"内卷式"竞争向良性"竞争"转 变，构建良性竞争新范式，突破低效竞争困境。 ...

新华社北京1月21日电 题：综合整治"内卷式"竞争 市场监管总局发布典型案例 新华社记者赵文君、高亢 提高认证结果有效性，加大产品一致性管理工作力度，防范企业通过降低关键零部件标准、简化关 键生产工序等，造成实际生产产品与获证产品不一致的风险，防止低价低质产品流入市场。 在货拉拉、外卖平台等案例中，市场监管总局注重刚柔并济，运用约谈等柔性监管工具引导企业自 律，有力压实平台主体责任，促进平台企业和平台内货车司机共赢发展，要求外卖平台依法诚信经营、 强化补贴信息公示、保障商家自主经营、严禁虚假宣传、严禁价格歧视、严禁诱导食品浪费。同时，督 促平台主动对外发声，承诺公平有序理性竞争，推动建立多方共赢的行业生态。 严查私域直播虚假宣传，在河南省开封市市场监管局查处开封佰康健康咨询服务有限公司利用私域 直播虚假宣传系列案中，实现了"从直播间到产业链"的穿透式打击。开展广告合规助企专项行动，指导 支持广大经营主体增强广告合规意识，积极发挥广告业服务实体经济作用，以好广告打造好品牌、助力 好企业。 市场监管部门依法严格开展公平竞争审查，2025年共审查重要政策措施5.8万件，在全国抽查政策 措施1万余件并督促问题文件完成 ...

Group 1 - The State Administration for Market Regulation (SAMR) has released a list of ten typical cases of "involution" competition for 2025, highlighting the need for regulatory measures to ensure fair market practices [1] - The SAMR has conducted discussions with logistics platform Huolala to enhance market competition, stabilize driver employment, and address social concerns through antitrust measures [1] - The solar industry faces risks of "involution overflow," prompting preemptive warnings and policy coordination to help companies avoid overseas legal risks and shift competition from price wars to innovation-driven strategies [2] Group 2 - The Kaifeng Market Supervision Bureau has penalized Baikang Health Consulting for false advertising through private live streaming, affecting consumer rights, particularly among the elderly [3] - The SAMR has held meetings with food delivery platforms to address the negative effects of low-price competition, urging compliance with fair business practices and transparency in subsidy information [4] - Regulatory bodies in Guangdong, Hunan, and Beijing have conducted defect investigations and recalls for mobile power products, totaling 1.3977 million units, to ensure consumer safety [5] Group 3 - The SAMR has initiated a national quality supervision inspection for new energy vehicles, focusing on models with significant price reductions, to enforce quality and safety standards [4] - An advertising compliance initiative has been launched to enhance awareness among businesses, promoting quality branding and reducing "involution" competition [5] - The SAMR is strengthening consistency management to prevent discrepancies between certified products and actual production, ensuring quality standards are maintained [5] Group 4 - The SAMR is leading the development of international standards in organizational governance and has successfully promoted over ten new energy vehicle standards internationally [5] - A thorough review of 58,000 important policy measures has been conducted to ensure fair competition, with over 10,000 policies checked for compliance [5]