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 ...

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 ...

Core Viewpoint - The State Administration for Market Regulation 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 State Administration for Market Regulation will conduct an investigation and assessment of the market competition in the food delivery platform service industry [1] - The investigation aims to understand competitive behaviors through on-site verification, interviews, and surveys, gathering opinions from various stakeholders including platform operators, new employment groups, and consumers [1] - The investigation follows previous discussions in May and July 2025, where three food delivery platforms were urged to compete fairly and operate legally [1] Group 2: Company Response - Meituan expressed strong support for the investigation and committed to cooperating fully, viewing it as an opportunity to work with other platforms to fulfill market responsibilities and participate fairly in competition [1] - Meituan has publicly stated its opposition to "involution" during its earnings calls and shareholder meetings for three consecutive quarters [1] - In 2025, Meituan made six official statements against "involution," emphasizing its stance on the issue [1]

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].