Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office announced an investigation and assessment of the market competition status in the food delivery platform service industry, which is supported and welcomed by the industry [1] Group 1: Industry Response - The industry strongly supports measures to combat unhealthy competition and maintain fair market order, ensuring the rights and interests of consumers, operators, and delivery personnel [1] - The industry is committed to resisting the negative effects of vicious competition within the sector and aims to promote high-quality development of food delivery services through supply chain innovation [1] Group 2: Future Directions - The industry intends to enhance service quality for consumers, partner businesses, and delivery personnel, thereby fostering innovation and healthy development within the food delivery platform service sector [1]

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, aiming to address issues of irrational competition and promote fair market practices [1][2]. Group 1: Investigation Purpose and Methodology - The investigation aims to express concerns about competition, assess monopoly risks, and regulate market order within the food delivery sector [2]. - The committee will employ methods such as on-site verification, face-to-face interviews, and surveys to gather comprehensive insights into competitive behaviors and market conditions [2]. Group 2: Industry Response - Taobao Shangu expressed its commitment to fair competition as a core principle of market economy and stated its intention to cooperate fully with the investigation [2]. - Taobao Shangu emphasized adherence to relevant laws and regulations, including the Anti-Monopoly Law and the Anti-Unfair Competition Law, while aiming to provide diverse and high-quality services [2]. - Meituan acknowledged the prevalence of irrational competition characterized by price wars and subsidies, advocating for a return to rational competition and supporting the investigation as a means to promote innovation and healthy development in the industry [4][5].

美团称，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。 淘宝闪购表示，坚决维护行业公平有序竞争。 声明表示，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，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。 淘宝闪购称，我们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。 据市场监督管理总局1月9日消息，近日，国务院反垄断反不正当竞争委员会办公室依据《中华人民共和 国反垄断法》，对外卖平台服务行业市场竞争状况开展调查、评估。（此前报道） 9日晚，美团和淘宝闪购分别 ...

2026年1月9日，国家市场监督管理总局发布公告，国务院反垄断反不正当竞争委员会办公室将对外卖平 台服务行业市场竞争状况开展调查、评估。对此，美团官方发布公告称，美团坚决拥护，将全力做好配 合工作，"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"。 校对陶善工 公开报道显示，美团连续三个季度的财报电话会及股东大会上，均公开表达了"坚决反对内卷"的态度。 据统计，在2025年期间，美团连续六次对"反对内卷"进行了官方表态与声明。 多多小风 国家市场监督管理总局官网同时刊文表示，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，本次调查评估将通过现场 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。 此前2025年5月与7月，国家市场监督管理总局连续两次对三家外卖平台进行了约谈，要求公平有序竞 争、合法规范经营，共同营造良好市场环境。 ...

Core Viewpoint - The State Administration for Market Regulation has initiated an investigation into the competitive landscape of the food delivery platform service industry to address issues of unfair competition and market order [1][3]. Group 1: Background and Considerations - The central government emphasizes the importance of innovation and healthy development in the platform economy, with food delivery services playing a crucial role in consumption, employment, and innovation [3]. - Recent issues in the food delivery sector, such as aggressive subsidies, price wars, and traffic control, have led to significant pressure on the real economy and intensified "involution" competition, prompting strong societal feedback [3]. Group 2: Investigation Details - The investigation aims to express concerns about competition, assess monopoly risks, and regulate market order through methods like on-site verification, face-to-face interviews, and surveys [4]. - The food delivery platforms are expected to cooperate with the investigation and adhere to antitrust compliance responsibilities to mitigate monopoly risks and promote fair competition [4].

Group 1 - The core viewpoint of the articles is that the National Market Supervision Administration is launching an investigation into the competitive conditions of the food delivery platform service industry due to issues like excessive subsidies, price wars, and traffic control, which are negatively impacting the real economy and intensifying "involution" competition [1] - Meituan has expressed its support for the investigation and stated its commitment to cooperate fully, aiming to use this opportunity to work with other platforms in the industry to fulfill market responsibilities and participate fairly in market competition [1] - The investigation 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, to analyze the competitive landscape and propose regulatory measures [1] Group 2 - In early 2025, the "food delivery subsidy" wars are expected to reignite, with the National Market Supervision Administration having conducted two discussions in May and July with three food delivery platforms, urging them to compete fairly and operate legally to foster a healthy market environment [2]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has initiated an investigation into the competitive status of the food delivery platform service industry, emphasizing the importance of fair competition and compliance with the Anti-Monopoly Law [1][2]. Group 1: Investigation Purpose and Importance - The investigation aims to express concerns about competition, assess monopoly risks, and regulate market order within the food delivery platform sector, which plays a significant role in promoting consumption, expanding employment, and driving innovation [1][2]. - Recent issues such as excessive subsidies, price wars, and traffic control have been highlighted as detrimental to the real economy and have intensified "involution" competition within the industry, prompting strong societal feedback [1]. Group 2: Investigation Methodology - The investigation will utilize methods such as on-site verification, face-to-face interviews, and surveys to gain a comprehensive understanding of competitive behaviors among food delivery platforms [2]. - The committee will gather opinions from various stakeholders, including platform operators, new employment groups, and consumers, to conduct a thorough market competition analysis and propose regulatory measures [2]. Group 3: Compliance and Future Development - Food delivery platforms are expected to actively cooperate with the market investigation and adhere to anti-monopoly compliance responsibilities to effectively prevent and mitigate monopoly risks [2]. - The goal is to foster innovation and healthy development within the food delivery service industry through fair market competition [2].

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office announced an investigation and assessment of the market competition status in the food delivery platform service industry [1] Group 1: Industry Response - The food delivery platform service industry recognizes fair competition as a core principle of market economy and a foundation for continuous innovation and healthy development [1] - The industry commits to adhering to laws and regulations such as the Anti-Monopoly Law and the Anti-Unfair Competition Law, ensuring compliance in merchant management, pricing behavior, delivery personnel rights protection, and consumer rights protection [1] - The industry expresses willingness to actively cooperate with the investigation and assessment of market competition status, emphasizing the importance of compliance and collaboration with merchants and ecosystem partners to provide diverse and high-quality services [1]

Core Viewpoint - The State Council's Anti-Monopoly and Anti-Unfair Competition Committee Office has announced an investigation and assessment of the market competition status in the food delivery platform service industry, emphasizing the importance of fair competition for innovation and healthy development in the sector [1] Group 1 - The company, Taobao Flash Purchase, recognizes that fair competition is a core principle of market economy and a foundation for the sustainable innovation and healthy development of the food delivery platform service industry [1] - Taobao Flash Purchase adheres to principles of fairness, justice, and openness in its operations, ensuring compliance with the Anti-Monopoly Law and the Anti-Unfair Competition Law, as well as the basic requirements for food delivery platform service management [1] - The company welcomes and will actively cooperate with the ongoing investigation and assessment of the industry market competition status, committing to strict compliance and collaboration with merchants and ecosystem partners to enhance service quality [1]

Core Viewpoint - The State Administration for Market Regulation (SAMR) announced an investigation into the competitive landscape of the food delivery platform service industry, highlighting issues such as excessive subsidies, price wars, and traffic control that have negatively impacted the real economy and intensified "involution" competition [1]. Group 1: Investigation Announcement - The SAMR will conduct a thorough investigation and assessment of the market competition in the food delivery sector, utilizing methods such as on-site verification, face-to-face interviews, and surveys to gather opinions from various stakeholders including platform operators, new employment groups, and consumers [1]. - Meituan expressed strong support for the investigation and committed to cooperating fully, viewing this as an opportunity to work with other platforms to fulfill market responsibilities and engage in fair competition [1]. Group 2: Industry Context - The investigation follows a period of intensified competition in the food delivery market, particularly after JD.com and Alibaba announced their entry into the sector in early 2025, leading to what has been termed the "food delivery war" [1]. - The SAMR had previously held discussions with three major food delivery platforms in May and July 2025, urging them to compete fairly and operate legally to foster a healthy market environment [1]. Group 3: Meituan's Stance - Meituan has publicly opposed "involution" during its earnings calls and shareholder meetings for three consecutive quarters, making six official statements against it throughout 2025 [2]. - The SAMR has a precedent of assessing market competition in key industries before implementing policies for healthy and orderly development, as seen in its 2024 annual report on antitrust enforcement which included evaluations of the new energy, cloud services, and semiconductor industries [2].