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外卖“新国标”:重构万亿市场的规则与生态
Sou Hu Cai Jing· 2025-09-26 12:50
Core Viewpoint - The introduction of the "New National Standard" for the food delivery industry in China marks the first systematic national regulation, aiming to address long-standing issues such as intense competition, "ghost deliveries," and overworked delivery personnel, thereby redefining the competitive landscape and balancing interests among stakeholders [1][9]. Group 1: Fee Transparency and Merchant Management - The new standard mandates transparent fee structures to eliminate confusion for merchants, who previously faced multiple hidden charges leading to losses despite high sales [4]. - It establishes a rigorous "three certificates and one address" verification mechanism to combat unlicensed operations, increasing penalties for violations significantly [5]. - The standard aims to reduce marketing expenses from 18% to 12% by shifting platforms from a subsidy-driven model to a service-driven approach [5]. Group 2: Consumer Rights and Delivery Personnel Welfare - The introduction of an intelligent order control system is expected to reduce order cancellation rates by 35% and increase user repurchase rates by 20% [6]. - New regulations impose dual controls on delivery personnel's working hours and order quantities, enhancing their working conditions and income stability [6][7]. - The standard requires platforms to establish a fair compensation system linked to labor intensity and skill levels, with pilot programs showing an increase in average monthly income for delivery personnel [7]. Group 3: Platform Transformation and Market Dynamics - Platforms are encouraged to transition from being "traffic sellers" to "service providers," with short-term revenue impacts expected but long-term value growth anticipated due to improved merchant retention [8]. - Merchants can now focus on quality improvements rather than navigating complex platform rules, leading to enhanced customer loyalty [8]. - Consumers will benefit from increased service transparency, with real-time data on merchant ratings and delivery performance being made available [8]. Group 4: Broader Implications and Future Trends - The new standard positions China as a leader in global platform economy governance, providing a replicable framework for balancing business innovation with social responsibility [9]. - The implementation of the standard is expected to lead to a rationalized competitive landscape, healthier industry ecology, and standardized governance models for the 20 million platform economy workers in China [11].
一财社论:期待外卖“新规” 为权利保护提供更多可能
Di Yi Cai Jing· 2025-09-25 13:34
Core Viewpoint - The article discusses the release of the draft "Basic Requirements for the Management of Delivery Platform Services" by the State Administration for Market Regulation, which aims to address key issues such as platform fees, promotional activities, and rider rights protection in the food delivery market [2][3]. Group 1: Regulatory Framework - The draft focuses on clarifying the rights and responsibilities of various stakeholders including the government, platforms, merchants, consumers, and riders, to create an effective incentive and constraint mechanism [2][4]. - It emphasizes the need for transparency in fee structures and requires platforms to enhance merchant information verification and reduce issues like "ghost deliveries" and "merchant over-ordering" [4][6]. - The draft aims to protect rider rights by implementing fatigue alerts for those who have been accepting orders for over four hours and setting limits on daily order volumes [2][3]. Group 2: Market Characteristics - The food delivery market is characterized by complex relationships among independent entities (merchants, riders, platforms, and consumers) based on contractual agreements, leading to high transaction costs and information asymmetry [3][4]. - Current regulatory approaches are still in the exploratory phase, with a lack of mature regulatory experience from authorities [3][4]. Group 3: Governance and Cooperation - Effective regulation should focus on establishing proper procedures for market participants rather than imposing rigid rules, allowing for flexibility in service offerings [4][5]. - The introduction of collective litigation and dispute resolution mechanisms is suggested to ensure that all stakeholders share responsibilities and rights equitably [5][6]. Group 4: Market Dynamics - The recent subsidy wars among delivery platforms have highlighted various issues within the market, necessitating a focus on protecting legitimate rights and ensuring fair competition [6]. - The government is encouraged to uphold procedural justice and leverage market forces to create a cooperative governance system, moving away from traditional regulatory approaches [6].
外卖“新国标”,要来了!
中国基金报· 2025-09-25 09:49
Core Viewpoint - The introduction of a new national standard for food delivery platforms aims to regulate service management, enhance service quality, and alleviate the operational burden on merchants while promoting fair competition among platforms [4][5]. Group 1: Regulatory Framework - The draft standard, titled "Basic Requirements for Food Delivery Platform Service Management," has been publicly solicited for opinions, focusing on key issues such as platform fees and promotional activities [3][4]. - The standard is managed by the National Platform Economy Governance Standardization Technical Committee, with contributions from various organizations including the China Standardization Research Institute [4][6]. Group 2: Key Issues Addressed - The draft addresses significant issues in the food delivery industry, including "involution" competition, opaque and unreasonable platform fees, "ghost deliveries," and insufficient protection for delivery personnel [4][6]. - Specific requirements for fee management are outlined, mandating platforms to standardize fee items, publicly disclose fee information, and conduct compliance audits [6]. Group 3: Enhancements for Stakeholders - The draft emphasizes the need for platforms to ensure transparent promotional activities and fair pricing rules to maintain market order [6]. - It proposes systematic requirements for platforms regarding merchant management, including establishing standardized entry mechanisms and rigorous qualification audits [6][7]. - Delivery personnel's rights are highlighted, with requirements for fair income, working hours, and career development, promoting a sustainable rights protection mechanism [6][7]. Group 4: Operational Insights - The standard aims to integrate various regulatory requirements related to food safety, fair competition, and labor rights, optimizing the ecosystem of the food delivery industry [7]. - It provides actionable guidelines for food delivery platforms to transition from a unidimensional compliance focus to a multidimensional management optimization approach [7]. - The establishment of this standard is expected to enhance consumer trust and improve the overall image of the industry [7].
卖得越多亏得越多?外卖要有“新国标”了,将遏制“裹挟式”竞争、过度“价格战”
Sou Hu Cai Jing· 2025-09-25 09:18
市场监管总局组织起草的《外卖平台服务管理基本要求(征求意见稿)》,24日起正式面向社会公开征求意见。征求意见稿聚焦平台收费、促销行为等重 点问题,帮助外卖平台企业规范服务管理、提升服务质量,减轻商户经营负担,引导平台企业公开有序竞争。 中国信息通信研究院政策与经济研究所副所长 李强治:近年来,随着平台收费规则、计费方式、包括补贴要求等越来越复杂,常常导致商户出现看不 懂、弄不明、算不清的情况,难以准确判断成本投入和收入预期,甚至出现卖得越多、亏得越多的局面。 专家介绍,征求意见稿明确限定了外卖平台向商户的收费项目,不得随意新设收费项目,并从公示方式、公示内容、结算明细、推广效果等方面对平台收 费作了细化规定,通过提升各类费用信息披露的完整性与易理解性,防止不透明收费。 专家介绍,所谓"幽灵外卖",是指没有营业执照、食品经营许可证等证照,或不具备餐饮经营资质的商户,通过假证、套证、借证等违法违规手段在外卖 平台提供违规餐饮服务的现象,此类商户借助虚假证照与地址信息违规上线经营,埋下食品安全隐患。 中国信息通信研究院政策与经济研究所副所长 李强治:要求平台按照合理匹配原则,科学设定技术服务费、配送服务费和推广服务 ...
外卖要有“新国标”了!
Huan Qiu Wang· 2025-09-25 08:00
登录新浪财经APP 搜索【信披】查看更多考评等级 来源:央视网 市场监管总局组织起草的《外卖平台服务管理基本要求(征求意见稿)》,24日起正式面向社会公开征 求意见。征求意见稿聚焦平台收费、促销行为等重点问题,帮助外卖平台企业规范服务管理、提升服务 质量,减轻商户经营负担,引导平台企业公开有序竞争。 中国信息通信研究院政策与经济研究所副所长 李强治:近年来,随着平台收费规则、计费方式、包括 补贴要求等越来越复杂,常常导致商户出现看不懂、弄不明、算不清的情况,难以准确判断成本投入和 收入预期,甚至出现卖得越多、亏得越多的局面。 专家介绍,征求意见稿明确限定了外卖平台向商户的收费项目,不得随意新设收费项目,并从公示方 式、公示内容、结算明细、推广效果等方面对平台收费作了细化规定,通过提升各类费用信息披露的完 整性与易理解性,防止不透明收费。 中国信息通信研究院政策与经济研究所副所长 李强治:要求平台按照合理匹配原则,科学设定技术服 务费、配送服务费和推广服务费。推动平台建立技术服务费下调机制,逐步降低基础佣金。特别是对中 小微商户要制定费用减免等扶持措施。 专家介绍,今年以来,外卖平台围绕抢夺用户流量、夯实配送能 ...
期待外卖新规重塑安全有序行业新生态
Bei Jing Qing Nian Bao· 2025-09-25 02:00
在外卖销售供应链中,平台往往起着决定性作用。外卖"新规"应当将平台作为监管重点。因为管住 了平台,也就管住了整个外卖业。从这个角度看,平台的算法、管理等,均应纳入"新规",以便加大他 们的履职力度,推动外卖业高质量发展。 针对外卖配送员权益保障,外卖"新规"聚焦配送员劳动报酬、工作时间和社会保障等方面,保障配 送员合理收入与休息权。平台合理设置与配送员工作任务、劳动强度相匹配的劳动报酬分配机制,合理 限定配送员的接单时长和单日接单量上限,避免配送员超时劳动、过度劳累引发健康和安全风险,是外 卖业可持续发展的应有之义。 商家和配送员是外卖行业的主体,经历多、体会深,在外卖"新规"公开征求意见阶段,不妨采取集 中座谈、意见征集等更加灵活多样的方式,充分听取他们的意见与建议,让"新规"更完善、更可行,重 塑一个安全有序的行业新生态。 市场监管总局组织起草的《外卖平台服务管理基本要求(征求意见稿)》(下称外卖"新规"),9 月24日起正式面向社会公开征求意见。征求意见稿聚焦平台收费、促销行为等重点问题,帮助外卖平台 企业规范服务管理、提升服务质量,减轻商户经营负担,引导平台企业公开有序竞争。 这份外卖"新规",被寄予 ...
外卖平台服务“新国标”能给行业带来哪些新变化?
Qi Lu Wan Bao Wang· 2025-09-24 11:30
Core Points - The introduction of the "Basic Requirements for the Management of Takeaway Platform Services (Draft for Comments)" marks a new era of regulatory standards for the takeaway industry, focusing on food safety, merchant operational burdens, and rider rights protection [1][6] - The draft aims to address public concerns and inject new vitality into the takeaway industry through precise regulations [1][6] Food Safety - The draft establishes a comprehensive protection system for food safety, requiring merchants to submit valid business licenses and real-time location videos to ensure authenticity [2][6] - A new "order control prompt" mechanism is introduced to monitor merchant order capacity in real-time, preventing overload during peak times and ensuring food safety [2][6] Balancing Stakeholder Rights - The draft provides systematic solutions for rider rights, including fair compensation, work hours, and career development, ensuring riders receive appropriate recognition and rewards [3][6] - It addresses merchant rights by prohibiting platforms from transferring promotional costs to merchants and ensuring merchants retain promotional autonomy [3][6] Cost Transparency and Burden Reduction - The draft mandates clear disclosure of platform fees and prohibits the transfer of promotional costs to merchants or riders, aiming to alleviate financial burdens on small and medium-sized merchants [4][6] - It establishes a closed-loop management system for fee transparency, ensuring merchants are informed about applicable fees and costs [4][6] Regulatory Framework - The draft signifies a shift to refined governance in takeaway platform regulation, aligning with existing laws such as the E-commerce Law and the Anti-Unfair Competition Law [5][6] - It emphasizes the need for multi-departmental collaboration for effective implementation of the new regulations [6] Operational Order - The draft prohibits platforms from forcing merchants into promotions and aims to curb abusive subsidy practices, shifting competition focus from "traffic battles" to "service upgrades" [7][6] - It introduces innovative algorithm governance, requiring transparency in algorithm mechanisms and incorporating safety factors like weather and traffic into order distribution [7][6]
外卖新规拟强制商户一镜到底录视频
21世纪经济报道· 2025-09-24 11:21
今年的"外卖大战"成为全民参与的活动,热闹背后,潜藏着诸多问题——平台收费如何计算, 成了一笔"糊涂账";平台"烧钱"内卷,成本转嫁到商户身上;热门店铺是否真实,是否存 在"幽灵门店";配送员的配送时间,被系统算法锁死…… 市场监管总局组织起草的《外卖平台服务管理基本要求(征求意见稿)》(以下简称《要 求》),今日起(24日)正式面向社会公开征求意见。困扰外卖行业已久的核心痛点,如今有 望迎来统一的解决标准。 文件有四方面亮点:明确收费规则以保障商户权益;厘清促销责任并叫停"内卷";引入一镜到 底视频严审商户核资质,守护公众"舌尖上的安全";首次在国家层面提出限制配送员接单时 长、优化算法,系统性保障其基本劳动权益。 商户减负:平台抽成、收费透明化 平台收费项目多、计算规则复杂,是许多外卖商户特别是中小商户的痛点。《要求》的亮点之 一,就是对平台收费进行了细致规范。 文件明确,平台面向商户的收费项目主要限于三类: 技术服务费、配送服务费和推广服务 费。 且不能随意变更或新设收费项目,这从源头上遏制了平台通过创造新收费项目来增加商 户负担的可能性。 值得注意的是,文件要求平台持续、显著地公示所有收费规则,甚至将 ...
外卖平台服务“新国标”向社会征求意见 聚焦外卖平台治理之痛
Xin Hua Wang· 2025-09-24 09:46
Core Viewpoint - The introduction of a new national standard for food delivery platforms aims to regulate service management, enhance service quality, and address issues such as "involution" competition and transparency in platform fees [1][2][4]. Group 1: Regulatory Framework - The State Administration for Market Regulation has drafted the "Basic Requirements for Food Delivery Platform Service Management (Draft for Comments)" to standardize service management practices [1]. - The draft focuses on key issues such as "involution" competition, opaque and unreasonable platform fees, "ghost deliveries," and insufficient protection for delivery personnel [1][2]. Group 2: Fee and Promotion Management - The draft proposes specific requirements for fee management, including the need for platforms to standardize fee items, publicly disclose fee information, and conduct compliance audits [2]. - It also addresses "involution" competition by establishing requirements for price promotion management, ensuring promotional activities are transparent and rules are fair [2]. Group 3: Merchant and Delivery Personnel Management - The draft outlines systematic requirements for platforms regarding merchant management, emphasizing the establishment of a standardized admission mechanism and strict qualification audits for merchants [2]. - It focuses on protecting delivery personnel's rights, including social security, fair wages, working hours, and career development, promoting a sustainable rights protection mechanism [2][3]. Group 4: Overall Service Management Requirements - The draft sets overall requirements for platforms to operate legally, protect legal rights of all parties, maintain fair competition, fulfill social responsibilities, and promote multi-party governance [3]. - It emphasizes the need for coordination among various stakeholders in the food delivery industry, filling gaps in existing standards regarding stakeholder relationship management [3]. Group 5: Industry Impact - The development of a new national standard is expected to address societal concerns, promote a fair, orderly, and sustainable industry landscape, and enhance consumer trust and the overall image of the industry [4].
杜绝“幽灵外卖”,新规拟强制商户录视频证“真身”
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-24 09:21
(原标题:杜绝"幽灵外卖",新规拟强制商户录视频证"真身") 21世纪经济报道 见习记者叶红梅 今年的"外卖大战"成为全民参与的活动,热闹背后,潜藏着诸多问题——平台收费如何计算,成了一 笔"糊涂账";平台"烧钱"内卷,成本转嫁到商户身上;热门店铺是否真实,是否存在"幽灵门店";配送 员的配送时间,被系统算法锁死…… 市场监管总局组织起草的《外卖平台服务管理基本要求(征求意见稿)》(以下简称《要求》),今日 起(24日)正式面向社会公开征求意见。困扰外卖行业已久的核心痛点,如今有望迎来统一的解决标 准。 根据《要求》,在这三项收费内容中,推广服务费的透明度也进一步提升。文件要求平台保障推广服务 规则通俗易懂,并公示推广服务包含的所有工具和具体类目,以及每种流量推广工具、广告服务的具体 计费标准和计费所依据的指标。平台还将免费为商户提供评估推广服务效果的工具和真实信息,包括但 不限于推广点击量、推广点击转化率、推广投资回报率等。如此一来,商户投在推广上的每一笔投入, 都能清晰看到转化效果几何。 并且,文件还列举了九类明确禁止的"不合理收费"情形。其中,"因非商户原因取消订单仍收费""收取 推广服务费但未实际提供 ...