Core Viewpoint - The Chinese government is initiating an investigation into the competitive landscape of the food delivery industry, with major players like Meituan and Taobao Shangu responding positively to this initiative [1][2][4][6] Group 1: Government Actions - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee announced an investigation to assess the competitive conditions in the food delivery service industry [1] - The investigation aims to address issues such as irrational competition characterized by price wars, subsidies, and traffic control, which have been reported to pressure the real economy and exacerbate "involution" in the industry [6] Group 2: Company Responses - Meituan expressed strong support for the government's investigation, highlighting the need for the industry to return to rational competition and to oppose "involution" [2] - Taobao Shangu emphasized the importance of fair competition as a core principle of market economy and committed to complying with relevant laws and regulations while cooperating with the investigation [4] Group 3: Investigation Methodology - The investigation will utilize methods such as on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors within the food delivery platforms [6] - The aim is to gather opinions from various stakeholders, including platform operators, new employment groups, and consumers, to analyze the market competition status and propose regulatory measures [6] Group 4: Regulatory Framework - The market regulatory authority released ten governance rules aimed at addressing "involution" in competition, which includes the "Basic Requirements for Food Delivery Platform Services" [6] - These requirements cover merchant management, pricing behavior, delivery personnel rights protection, consumer rights protection, and complaint handling, aimed at improving service quality and reducing disorderly competition [6]

Core Viewpoint - The article discusses the recent announcement by the State Council's Anti-Monopoly and Anti-Unfair Competition Committee to conduct an investigation and assessment of the competitive conditions in the food delivery platform service industry, highlighting issues of irrational competition such as price wars and excessive subsidies [2][8]. Group 1: Responses from Major Players - Meituan expressed strong support for the investigation, emphasizing the need for the industry to return to rational competition and to oppose "involution" competition [3]. - Taobao Shanguo stated that fair competition is essential for the sustainable innovation and healthy development of the food delivery service industry, and it adheres to relevant laws and regulations [5]. - Taobao Shanguo welcomed the investigation and committed to cooperating actively, aiming to maintain a fair and orderly market environment [6]. Group 2: Investigation Details - The investigation aims to address issues such as excessive subsidies, price competition, and traffic control that have been reported to harm the real economy and exacerbate "involution" competition [8]. - The assessment will involve on-site verification, face-to-face interviews, and surveys to gather comprehensive insights from various stakeholders, including platform operators, new employment groups, and consumers [8]. - The market regulatory authority also released ten governance rules to combat "involution" competition, which includes basic requirements for food delivery platform services, focusing on merchant management, pricing behavior, and consumer rights protection [8].

Core Viewpoint - The State Administration for Market Regulation has initiated an investigation into the competitive practices of the food delivery platform industry, addressing issues such as excessive subsidies, price wars, and traffic control that harm the real economy and exacerbate "involution" competition [1] Group 1: Investigation and Regulatory Actions - The investigation aims to assess the market competition status of food delivery platforms, evaluate monopoly risks, and regulate market order, utilizing methods such as on-site verification, interviews, and surveys [1] - The investigation reflects the government's commitment to ensuring fair competition and compliance within the food delivery service industry, encouraging platforms to cooperate and adhere to antitrust responsibilities [1] Group 2: Industry Responses - Meituan expressed strong support for the investigation and emphasized the need for rational competition, committing to collaborate with other platforms to fulfill market responsibilities and promote healthy industry development [2] - Taobao Shanguo welcomed the investigation, pledging to maintain fair competition and work with merchants and partners to enhance service quality [4] - JD.com also supported the decision, advocating against harmful competition and focusing on quality development through supply chain innovation [7] Group 3: Financial Impact and Historical Context - In the third quarter of 2025, Meituan reported an adjusted net loss of 16 billion yuan, indicating that the price war has not created value for the industry and is unsustainable [9] - Alibaba's operating profit for the third quarter of 2025 fell by 85% to 5.365 billion yuan, with its adjusted EBITA for the e-commerce segment down 76% [10] - JD.com's net profit for the same period decreased by 54.7%, with new business losses significantly increasing [10]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation into the competitive landscape of the food delivery platform service industry to promote compliance and fair competition [1][2] Group 1: Investigation and Regulatory Actions - The investigation aims to assess monopoly risks and regulate market order through on-site verification, interviews, and surveys, gathering opinions from various stakeholders including platform operators, new employment groups, and consumers [2] - The investigation is a response to the prevalent issues of irrational competition characterized by price wars, subsidies, and traffic control, which have negatively impacted the real economy and intensified "involution" within the industry [1][2] Group 2: Company Responses - Taobao Shanguo expressed its commitment to fair competition as a core principle of market economy and stated its adherence to relevant laws and regulations, welcoming the investigation and pledging to cooperate fully [2] - Meituan acknowledged the issues of irrational competition and called for a return to rationality in the industry, viewing the investigation as an opportunity to promote innovation and healthy development within the food delivery service sector [2] Group 3: Industry Context and Future Implications - The food delivery service industry is a significant part of China's platform economy, contributing to consumption, employment, and innovation [1] - The investigation is expected to shift the focus of competition from price wars to compliance and service quality, aligning with the implementation of the "Basic Requirements for Food Delivery Platform Services" [3]

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服务行业创新和 健康发展。 淘宝闪购也表示，公司欢迎并将积极配合此次行业市场竞争状况调查、评估工作，严格落实合规主体责 任，持续与商户、生态合作伙伴等各方携手，提供更多元化、更高质量的服务，共同维护好公平有序的 市场环境，合力推动外卖服务行业进一步繁荣发展。 淘宝闪购还指出，公司深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创新与健 康发展的基石。我们始终坚持公平、公正、公开的原则，在商户管理、价格行为、配送员权益保障、消 费者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》等相关法律法规，遵循《外卖平台 服务管理 ...

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 三大外卖平台齐发声 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平 台经济的重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来， 外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会 各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩 序，国务院反垄断反不正当竞争委员会办公室（以下简称委员会办公室）依据《中华人民共和国反垄断 法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服 ...

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 三大外卖平台齐发声 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平 台经济的重要组成部分，在促进消费、扩大就业、推动创新等方面发挥了重要作用。但近段时间以来， 外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行业"内卷式"竞争，社会 各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩 序，国务院反垄断反不正当竞争委员会办公室(以下简称委员会办公室)依据《中华人民共和国反垄断 法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等 非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契 机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服 ...

三大外卖平台齐发声 近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 对此，证券时报记者获悉，在1月9日，三大外卖平台齐齐发声，称支持相关调查和评估。 国务院反垄断反不正当竞争委员会办公室有关负责同志在答记者时表示，外卖平台服务行业作为我国平台经济的重要组成部分，在促进消费、扩 大就业、推动创新等方面发挥了重要作用。但近段时间以来，外卖平台服务行业拼补贴、拼价格、控流量等问题突出，挤压实体经济，加剧行 业"内卷式"竞争，社会各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场秩序，国务院反垄断 反不正当竞争委员会办公室（以下简称委员会办公室）依据《中华人民共和国反垄断法》规定，决定对外卖平台服务行业市场竞争状况开展调 查、评估。 在这一消息发出后，三大外卖平台也是齐齐发声。 美团表示，坚决拥护，将全力做好配合工作。近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁行 业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外 卖平台服务 ...

| | | 有关负责同志表示，本次调查评估是国务院反垄断反不正当竞争委员会办公室表达竞争关注、评估垄断 风险、规范市场秩序的重要举措，将通过现场核实、当面访谈、问卷调查等方式，深入了解外卖平台竞 争行为，广泛听取平台内经营者、新就业群体、消费者等各方意见，全面调查市场竞争状况，组织开展 分析论证，传导监管压力，提出处置措施。外卖平台要积极配合市场调查、评估工作，严格落实反垄断 合规主体责任，有效防范化解垄断风险，公平参与市场竞争，促进外卖平台服务行业创新和健康发展。 根据南都记者此前报道，2025年监管部门持续关注外卖市场竞争问题。 2025年5月13日，市场监管总局通报会同中央社会工作部、中央网信办、人力资源社会保障部、商务 部，针对当前外卖行业竞争中存在的突出问题，约谈多家平台企业。约谈要求相关平台企业严格落实主 体责任，主动履行社会责任，加强内部管理，合法规范经营，公平有序竞争，共同营造良好市场环境。 2025年7月18日，市场监管总局再次开展行政约谈，要求三家外卖平台企业理性竞争。市场监管总局要 求相关平台企业严格遵守《电子商务法》《反不正当竞争法》《食品安全法》等法律法规规定，严格落 实主体责任，进 ...

【#美团淘宝闪购回应外卖平台竞争调查#】1月9日下午，国务院双反委员会办公室宣布启动外卖平台服 务行业市场竞争状况调查、评估。 对此，淘宝闪购官微发文，"深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创 新与健康发展的基石。淘宝闪购始终坚持公平、公正、公开的原则，在商户管理、价格行为、配送员权 益保障、消费者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》等相关法律法规，遵循 《外卖平台服务管理基本要求》开展业务。淘宝闪购欢迎并将积极配合此次行业市场竞争状况调查、评 估工作，严格落实合规主体责任，持续与商户、生态合作伙伴等各方携手，提供更多元化、更高质量的 服务，共同维护好公平有序的市场环境，合力推动外卖服务行业进一步繁荣发展"。 1月9日,国务院反垄断反不正当竞争委员 会办公室宣布,对外卖平台服务行业市场竞 争状况开展调查、评估。 淘宝闪购深知公平竞争是市场经济的核心原 则，也是推动外卖平台服务行业持续创新与 健康发展的基石。我们始终坚持公平、公 正、公开的原则,在商户管理、价格行为、 配送员权益保障、消费者权益保护等方面, 多次呼吁行业回归理性,坚决反对"内卷 式"竞争。美团将以此 ...