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为数字经济筑牢公平竞争法治基石
Nan Fang Du Shi Bao· 2025-10-09 16:12
对数字经济领域新型不正当竞争行为进行"靶向治疗",正是新修订的反不正当竞争法的鲜明特色。其 中,围绕虚假交易、数据权益保护、平台责任三大问题的规制,是公众热议之所在,也是新法最大亮 点。 新法对虚假交易亮剑,旨在斩断刷单炒信灰色产业链。此前刷单炒信已成为电商、直播等行业的潜规 则,虚假的销量和好评不仅误导消费者决策,更推动形成了"劣币驱逐良币"的恶性循环。新法明确将虚 构交易、编造用户评价等虚假交易行为列为不正当竞争,并提高处罚力度,从根源上打击数据造假,这 一规定直击行业痛点,既是对消费者知情权的保护,也是对诚信经营的呵护,有助于让市场回归以质量 取胜的正轨。 十四届全国人大常委会第十六次会议表决通过新修订的《中华人民共和国反不正当竞争法》,自10月15 日起施行。 公平竞争是市场经济的基石。在数字经济浪潮奔涌的当下,市场竞争格局日新月异,呈现出一系列新的 特点。 一方面平台经济、共享经济等新业态快速发展,数据成为关键要素,算法、人工智能等技术的应用日趋 深广;另一方面,市场集中度提高,规模效应越来越显著,头部平台往往更容易形成市场主导地位。 这些特点也意味着反不正当竞争面临诸多新挑战。 新的市场格局中,新 ...
大厂竞业限制协议「七宗罪」
3 6 Ke· 2025-10-09 13:09
尽管代理了无数竞业限制案件,律师崔灿一直记得一位女孩的故事。 她30岁出头,此前在杭州某大厂工作,几乎每天凌晨两三点下班。一次,她请假去拍婚纱照,没多久就 被公司召回,穿着婚纱跑回去加班。她觉得这样的生活很没有意义,选择了离职。 对竞业限制并无概念的她,入职了竞争对手公司,很快被前公司派的侦探拍到了证据。 当年的大年二十九前后,她因为得了严重的气胸在病床上等待手术时,收到了前司的传票。她被索赔两 倍年薪,一百五六十万。 女孩经常半夜痛哭,已经确诊重度抑郁。目前案件在一审过程中。崔灿感叹:一个传票轻飘飘的,其实 它重量很大。 近些年,竞业协议争议不断。某种程度上,它在职时是管理手段,离职时可以成为围猎普通人的工具。 崔灿长期代理竞业限制相关的案件,去年从团队独立之后,开始只接劳动者一方的竞业限制案件。我们 还请来一位互联网行业资深猎头,一起聊了有关竞业协议存在的七个争议,以及被竞业限制困住的普通 人的故事。 我们也会讨论,最高法最新的司法解释,以及人社部最新印发的"竞业限制合规指引"能为行业带来怎样 的改变?从公司角度,为什么要求员工签竞业?员工又该如何保护自己? 以下是镜相工作室与律师崔灿、猎头杜康的对话: ...
美团外卖公布“1对1急送”数据:七成美食订单来自中餐堂食,其余为轻食等
▲黑钻会员每月可享2次免费"1对1急送"服务。图源:美团App "1对1急送订单我们会优先出餐,绝不会因为时间短就降低出品质量。消费者可以通过摄像头直播,清楚地看到烤鸭现片、菜品现炒、后厨干 净、包装完整。"今年以来,花家怡园与美团深度合作,开通了"明厨亮灶"后厨直播,让消费者放心下单。 10月9日,美团外卖公布"1对1急送"订单数据:美食品类中,七成订单来自中餐堂食店,主要为现制现炒的中式正餐,其他三成需求来自蛋 糕、西式轻食等。"1对1急送"是美团外卖近日刚升级的"锅气急达"服务,已有数百万用户自发使用该服务。 国庆中秋长假期间,"1对1急送"订单比普通配送模式预计送达时间提前17分钟,用户收餐更省时,骑手也没有超时赶急的负担。 过去一周,使用"1对1急送"的用户数稳定增长,其中75%的用户为美团黑金或黑钻会员。这类消费者追求配送速度和餐品质量,愿意支付2-5 元让骑手"一次只送一单",希望菜品送达时"仍冒着锅气"。据了解,"1对1急送"订单的客单价高于普通订单,但商家无需额外支付推广成本。 此外,用户支付的配送费,以基础配送费和活动补贴等形式给到骑手,骑手每单收入约为普通配送模式的2-3倍。 异地出行场 ...
外卖大战,美团失去一些城池
YOUNG财经 漾财经· 2025-10-09 09:51
Core Viewpoint - The intense competition in the food delivery market has led to significant financial losses for major platforms, with a recent decline in subsidy intensity indicating a shift towards a more rational market environment driven by regulatory guidance and market dynamics [3][4][20]. Group 1: Market Dynamics - The subsidy war among major food delivery platforms has cooled down, with noticeable reductions in promotional activities such as "0 yuan purchase" and large red envelopes, reflecting a return to rational competition [3][4]. - Regulatory bodies have intervened, urging platforms like Meituan, Ele.me, and JD to cease "involutionary" competition and establish a multi-win ecosystem [4][20]. - Financial pressures from continuous subsidies have led to substantial losses, with JD's new business losses expanding to approximately 14.7 billion yuan in Q2 2025, and Meituan's operating profit plummeting by 98% year-on-year [4][6]. Group 2: Competitive Landscape - The entry of JD and Alibaba into the food delivery market has forced Meituan to increase its subsidy efforts, significantly raising operational costs and squeezing profit margins [5][6]. - Meituan's market share has declined from 85% pre-competition to 65%, while Alibaba's share has risen from 11% to 28% [8][9]. - The online food delivery market in China is maturing, with growth rates slowing down, prompting Meituan to seek new growth avenues [9][17]. Group 3: Strategic Responses - Meituan is expanding into instant retail, leveraging its existing delivery network and user base to enhance its service offerings [13][15]. - The company has invested in advanced technologies such as AI and drone delivery to improve its logistics capabilities [18]. - Meituan is restructuring its business focus towards high-growth potential areas, including instant retail and partnerships with high-end hotels to enhance user engagement [19][20]. Group 4: Future Outlook - The instant retail market is projected to grow significantly, with estimates suggesting a market size exceeding 1 trillion yuan by 2025 [17]. - Competition is shifting from short-term price wars to long-term ecological capability battles, emphasizing supply chain integration, technological efficiency, and user loyalty [20].
网络平台经营者应明示平台内公平竞争规则
Ren Min Ri Bao· 2025-10-09 02:20
2025年10月起施行 整治"内卷式"竞争行为 新修订的《中华人民共和国反不正当 竞争法》规定,平台经营者不得强制 或者变相强制平台内经营者按照其定 价规则,以低于成本的价格 销售商品,扰乱市场竞争秩序 制图:汪哲平 十四届全国人大常委会第十六次会议表决通过新修订的《中华人民共和国反不正当竞争法》,自10月15 日起施行。 "公平竞争是市场经济的基础原则。新修订的反不正当竞争法立足数字经济时代市场竞争的新特点、新 挑战,对虚假交易、数据权益保护、平台责任等焦点问题作出回应,为进一步规范市场秩序和夯实公平 竞争法治根基,促进高质量发展提供更坚实的法治保障。"中国商业法研究会副会长、武汉大学法学院 教授孙晋说。 浙江丽水市云和县警方破获的一起"网络水军"刷单案中,犯罪团伙通过开发刷单软件,为5000余家电商 提供虚假交易服务,涉案金额超3000万元。网络刷单炒信、虚假评价、恶意退货等行为频发,破坏市场 秩序。广告屏蔽、流量劫持、数据杀熟等新型网络不正当竞争行为花样翻新,损害广大经营者、消费者 的合法权益。 全国人大常委会法制工作委员会民法室主任石宏介绍,新修订的反不正当竞争法完善了关于网络不正当 竞争行为的规定, ...
外卖大战到直播电商,董海锋在高校的这番话,很有意思!
Sou Hu Cai Jing· 2025-10-08 10:24
Group 1 - The core of the battle has evolved beyond simple food delivery services to a comprehensive ecological confrontation over "instant retail" dominance [3][15] - Alibaba initiated a massive subsidy campaign with a commitment of 50 billion yuan for its Taobao Flash Sale, leading to intense competition with Meituan and JD [2][5] - Meituan's system faced overload due to a surge in orders, with over 120 million orders recorded in one day, highlighting the scale of the competition [2][5] Group 2 - JD's strategy includes a "Double Hundred Plan" with over 10 billion yuan to support quality merchants, intensifying the competitive landscape [2][3] - High-profile subsidies from all three companies have led to significant financial losses projected for the next 12 months: Alibaba's food delivery business may face losses of up to 41 billion yuan, JD 26 billion yuan, and Meituan 25 billion yuan [2][3] - The market share dynamics are shifting towards a potential three-way split among Meituan, Alibaba, and JD, with a projected ratio of 4.5:4.5:1 [5] Group 3 - Regulatory concerns have emerged, with the market regulator urging the three platforms to adhere to e-commerce laws and engage in rational competition [5] - Meituan's CEO expressed concerns about the current order volume being inflated and the need for the industry to return to rationality [5][6] - The competition is characterized by a significant financial commitment, with over 25 billion yuan spent in a single quarter by the three companies [5] Group 4 - The competition extends to the live e-commerce sector, where companies are reflecting on their roles and responsibilities in society [6][8] - The concept of "live commerce for good" is being promoted, emphasizing the need for social responsibility alongside commercial success [8][9] - The evolution of competition in the internet industry is shifting from "traffic distribution" to "data distribution," highlighting the importance of controlling entry points [9][11][13]
一周要闻·阿联酋&卡塔尔|美团40天连开3国全速推进国际化/哈马德国际机场携手深圳宝安共促卡中航空联通
3 6 Ke· 2025-10-08 09:21
Group 1: Meituan and WeRide Expansion - Meituan's international delivery brand Keeta has officially launched operations in Dubai, marking its third Middle Eastern country expansion within 40 days, following Qatar and Kuwait [1] - Keeta plans to establish a "ground + low-altitude" dual fulfillment network in the UAE, utilizing drone delivery services to enhance instant retail capabilities [1] - WeRide has commenced trial operations of its Robotaxi and Robobus in Ras Al Khaimah, becoming part of the local public transport system, with commercial operations expected to start in early 2026 [1] Group 2: Digital Transformation and Economic Growth in UAE - Chinese smart office solutions provider MAXHUB has opened in Dubai, aiming to support the region's digital transformation with sustainable collaboration solutions [2] - Abu Dhabi's GDP is projected to reach 834 billion USD by Q2 2025, with a notable 6.6% growth in the non-oil sector, which now accounts for 56.8% of the GDP [3] - The Dubai Chamber reviewed 27 laws and established 5 new business councils in the first half of 2025, reflecting significant progress in enhancing the local business environment [3] Group 3: Renewable Energy and Tourism Growth - The UAE leads the Arab region in renewable energy investments, attracting 57 projects with over 8.5 billion USD in investments, creating more than 16,000 jobs [4] - The number of business licenses in the UAE's tourism sector has surged by 275% since 2020, reaching 39,546 licenses, driven by regulatory reforms [4] Group 4: Air Taxi Services and Visa Reforms - The UAE plans to launch its first air taxi service in Ras Al Khaimah by 2027, connecting major hotels and tourism sites, significantly reducing travel time [5] - New visa categories have been introduced to attract experts in AI, entertainment, and luxury tourism, showcasing the UAE's commitment to global openness [5]
“10分钟就能到暖心驿站”(从一线看高质量发展这五年)
Ren Min Ri Bao· 2025-10-07 21:51
Group 1 - The establishment of "warm stations" and "rider discussion halls" in Beijing's Xicheng District has significantly improved the working conditions for delivery personnel, providing them with essential amenities like charging stations, drinking water, and medical supplies [1][2] - Since 2021, the number of these service stations has increased from 80 to 355, with over 1,500 "rider service areas" currently available in the district, reflecting a commitment to enhancing the welfare of new employment groups [1][2] - The local government has integrated various community resources, such as party service centers, banks, and supermarkets, to support the densely populated urban area, demonstrating a people-centered development approach [2] Group 2 - The initiative has engaged 51,000 delivery workers in community service roles, contributing to public safety and support for vulnerable populations, thereby fostering a sense of responsibility and community among workers [2] - The "14th Five-Year Plan" emphasizes the importance of supporting new employment forms and improving social security systems for flexible workers and migrant workers, indicating a strategic focus on labor market inclusivity [2] - Personal stories from workers like Liu Kuo highlight the emotional and social impact of these initiatives, as they transition from mere service providers to integral community members, enhancing their sense of belonging in the city [2][3]
0元奶茶又刷屏了,互联网烧钱十年,咋还在玩老套路?
Sou Hu Cai Jing· 2025-10-07 16:36
Core Viewpoint - The current food delivery market is characterized by aggressive cash-burning strategies from major companies, reminiscent of past industry battles, raising concerns about sustainability and long-term viability [1][3][19] Group 1: Market Dynamics - The food delivery war has intensified, with JD.com achieving 1 million daily orders in just 40 days by offering zero commission and providing social insurance for delivery personnel [3] - Alibaba has invested 50 billion yuan to compete, while Meituan has allocated 100 billion yuan to support the restaurant ecosystem, which is 2.8 times its projected net profit for 2024 [3] - The competitive landscape has shifted from a dominant player to a triopoly involving JD.com, Alibaba, and Meituan, with Alibaba recently surpassing Meituan in daily order volume [17] Group 2: Historical Context - The current situation mirrors the "group buying war" of a decade ago, where companies like Groupon rapidly gained traction but ultimately faced a collapse due to unsustainable practices [5][11] - The group buying sector saw a rapid influx of competitors, with over 5,000 sites emerging in just six months, leading to a chaotic and unsustainable market environment [7][9] - By 2012, 80% of group buying websites had shut down, with only 176 remaining, highlighting the risks of aggressive cash-burning strategies [13][15] Group 3: Business Strategies - Meituan's success can be attributed to its focus on user retention and service quality rather than merely competing for market share through subsidies [15] - Current giants are criticized for prioritizing short-term gains through subsidies instead of fostering a healthy business ecosystem that benefits merchants and consumers alike [19] - The industry is urged to shift from a cash-burning model to one that emphasizes value creation, such as better support for delivery personnel and lower fees for merchants [19]
海口:今日22时起外卖、快递等企业有序恢复营业
Di Yi Cai Jing· 2025-10-05 12:47
10月5日,海口市防灾减灾救灾消防和安全生产委员会发布公告,今年第21号台风"麦德姆"已于5日下午 在广东省徐闻县沿海登陆, 根据气象部门预测,强度将逐渐减弱,6日起对海口市影响趋于结束。经综 合研判,于5日22时将防汛防风Ⅱ级应急响应调整为Ⅲ级,并在全市梯次复业复工复园复课(培训机 构)。公告称,10月5日22时起,各类大型商场、综合体、农贸市场、餐饮场所、商业步行街及外卖、 快递等企业有序恢复营业。10月6日8时起,在建项目、工厂企业、景区景点、公园、培训机构等在排除 隐患、确保安全的前提下恢复生产运营。 (文章来源:第一财经) ...