日常穿梭在大街小巷的骑手们，这次升级了。 关怀激励层面，阿里的"城市骑士 橙意计划" 将加码重奖骑士群体的爱心善举，专项帮扶骑士及家人就 医等。在骑士成长发展上，还会推出针对骑士的职业技能培训。 近日，淘宝闪购和饿了么陆续发布了一系列职业关怀计划：8月17日，饿了么宣布平台全体骑手正式升 级为"城市骑士"全面升级骑士保障、激励、关怀和发展体系；8月18日，阿里和蚂蚁旗下的23个品牌共 同宣布推出"城市骑士·橙意计划"，重奖骑士群体的爱心善举，未来也将更有力地支持遭遇危困的骑士 家庭。 8月25日，双方发布全新秋季骑士服，这是外卖行业的第一套制服，采用复合功能面料、赛车服设计风 格，防风、透气、防泼水，既满足骑士们的活动需求，又展现出鲜明的职业气质；淘宝闪购为每一位活 跃稳定骑士免费提供新制服、新头盔、新餐箱等全套装备，约百万名骑士将免费换新；同时，淘宝闪购 和饿了么还宣布，全面升级城市骑士激励保障。 相关平台一系列大动作，引发舆论关注。 日常生活中，人们对从事外卖配送工作的人多冠以"小哥"的称谓，行业内则称之为"骑手"，于是外卖小 哥、外卖骑手成为舆论场对这一群体的惯常称呼。"小哥"也好、"骑手"也罢，本身并 ...

全面升级！8月25日，全国城市骑士迎来保障激励发展全面升级重磅举措。 淘宝闪购和饿了么当天宣布，将为全国骑士补贴养老保险、医疗保险，补贴比例最高至100%；"橙意计 划"将加码激励爱心善举、加码帮助困难骑士、加码支持骑士及子女就学；随着全新秋季制服的推出， 平台还将为每一位活跃稳定骑士免费提供新制服、新头盔、新餐箱等全套装备，约百万名骑士将免费换 新。 社保补贴覆盖全国，比例最高至100% 这也是行业首次迎来养老保险、医疗保险补贴全国覆盖。据升级方案，到今年年底，对于全国稳定跑单 且有意愿缴纳养老、医疗保险的骑士，淘宝闪购和饿了么将补贴至少50%保险费用，对骑士队长、荣誉 骑士则将全额补贴。 据悉，这一举措基于自主、普惠原则，骑士不分是专职或兼职，符合具体缴纳条件的，都可自主缴纳并 获得补贴。今年10月，社保补贴将在湖北武汉、江苏南通、福建泉州等10个城市首批落地，年底前覆盖 全国直营城市。 围绕职业保障，淘宝闪购和饿了么还将在更多省份覆盖"新职伤"保障，全量足额为骑士缴纳费用，同时 为所有骑士免费增加"防暑险"，覆盖热射病诊疗费用。 不仅如此，平台还将为残障骑士提供专项保障和更大支持，包括进一步升级物资、客 ...

据悉，这一举措基于自主、普惠原则，骑士不分是专职或兼职，符合具体缴纳条件的，都可自主缴纳并 获得补贴。今年10月份，社保补贴将在湖北武汉、江苏南通、福建泉州等10个城市首批落地，年底前覆 盖全国直营城市。 围绕职业保障，淘宝闪购和饿了么还将在更多省份覆盖"新职伤"保障，全量足额为骑士缴纳费用，同时 为所有骑士免费增加"防暑险"，覆盖热射病诊疗费用。 不仅如此，平台还将为残障骑士提供专项保障和更大支持，包括进一步升级物资、客服等专项保障，全 面升级无障碍沟通产品功能等。 橙意计划奖励无上限 本报讯 8月25日，全国城市骑士迎来保障激励发展全面升级重磅举措。 淘宝闪购和饿了么宣布，将为全国骑士补贴养老保险、医疗保险，补贴比例最高至100%；"橙意计 划"将加码激励爱心善举、加码帮助困难骑士、加码支持骑士及子女就学；随着全新秋季制服的推出， 平台还将为每一位活跃稳定骑士免费提供新制服、新头盔、新餐箱等全套装备，约百万名骑士将免费换 新。 这是继淘宝闪购和饿了么宣布全体骑手升级为城市骑士、发布外卖行业首套制服、推出橙意计划后，城 市骑士保障激励举措的最新进展。 社保补贴覆盖全国 这也是行业首次迎来养老保险、医疗保险补 ...

外卖行业第一套制服今天由淘宝闪购饿了么正式官宣，网友热议称，新制服既是整个行业升级的重要标 志之一，也意味着社会各界对骑士这一职业的全新认同。 8月25日，淘宝闪购、饿了么正式发布全新升级的秋季骑士服。新制服采用赛车服风格设计，利落的倒 三角版型与类连体式剪裁，塑造出干练的视觉效果。肩线挺括、腰线收束的设计，既满足骑士们的活动 需求，又展现出鲜明的职业气质，凸显了城市骑士兼具活力与专业的职业形象。 同时，淘宝闪购和饿了么宣布，每一位活跃稳定骑士将免费获得新制服、新头盔、新餐箱等全套装备。 这意味着，约百万名城市骑士将免费换新。与此同时，淘宝闪购和饿了么还宣布了城市骑士保障激励体 系的一系列升级举措，包括面向全国骑士提供50%或更高比例的社保补贴、防暑险等专项保障，对骑士 爱心善举更大激励，对困难骑士家庭更多专项资助等。 有评论认为，新制服换装并不仅有关骑士的穿着，实质是"城市骑士"职业化进程的一个重要节点。淘宝 闪购和饿了么近期的系列举措，正积极推动这一职业向有技能认证、有社会保障、有职业进阶的现代服 务业岗位发展。 8月25日，淘宝闪购饿了么官宣外卖行业首套制服，百万骑士将免费换新。 骑士服以阿里品牌标识橙 ...

中国社会保障学会秘书长、中国人民大学教授鲁全告诉《知识分子》，一方面要扩大社会保险制度的覆 盖面，另一方面也要持续优化社会保险制度，尤其是逐步降低社会保险的缴费水平。 2025年8月1日，最高人民法院发布《关于审理劳动争议案件适用法律问题的解释（二）》，自2025年9 月1日起实行。根据《解释二》，用人单位与劳动者约定或者劳动者向用人单位承诺不缴纳社会保险费 的，该约定或者承诺无效。[1] 这个关于劳动纠纷的司法解释，被大众解读为一项日趋收紧的"社保新规"。 一石激起千层浪。 在实际的就业市场里，企业和员工双方"达成一致"约定放弃社保，或仅按最低缴费基数缴费的现象普遍 存在。据《中国企业社保白皮书2024》的调研，2024年在社保缴纳基数上完全合规的企业仅占28.4%， 约七成企业存在不缴或少缴的问题。[2] 若强化社保征管，中、小微企业担心大幅增加用工成本，不少年轻的劳动者们也并不完全领情。与此同 时，依托互联网平台工作的新就业形态劳动者的社保缴纳问题，持续处于风口浪尖。 "最终的问题不应该是'是否缴纳社保'，而是如何在保障劳动者权益和支持企业发展之间实现平衡。" 最高法为何在此时发布这项"社保新规"？它是 ...

Core Viewpoint - The Chinese government is focusing on combating "involution" in competition by regulating local government behaviors and promoting orderly market practices to ensure a unified national market [3][5][6]. Group 1: Government Regulation and Market Order - The central government has emphasized the need to strengthen industry self-discipline and prevent "involution" in competition, with a focus on regulating local government and enterprise behaviors [4][5]. - The State Development and Reform Commission highlighted the importance of combining effective market mechanisms with proactive government actions to address issues of disorderly competition and market failures [5][6]. - Local governments are seen as both maintainers of market order and potential instigators of harmful competition due to performance pressures and fiscal decentralization [6][7]. Group 2: Local Government's Role in Involution - Local governments engage in "involution" through practices such as creating "policy lowlands," homogeneous industrial layouts, and setting market barriers to attract investments [6][7]. - The competition among local governments often leads to resource wastage and market disorder, driven by a GDP-centric performance evaluation system [6][8]. - The central government aims to standardize government behavior and clarify acceptable practices in investment attraction to mitigate systemic risks associated with local government competition [5][6]. Group 3: Long-term Solutions and Market Environment - Experts suggest that a shift from "zero-sum" policy competition to "positive-sum" institutional innovation is necessary for high-quality development [8][9]. - There is a call for the establishment of a regulatory framework that encourages long-term business environment assessments rather than short-term economic metrics [9][10]. - The government should create conditions for innovation-driven development by expanding market opportunities and supporting regional cooperation [14][15]. Group 4: Price Wars and Competition Dynamics - Price wars, often seen in the platform economy, are viewed as aggressive competition strategies that can lead to market instability and consumer dependency on subsidies [10][12]. - The long-term effects of price wars include reduced merchant profitability, market homogenization, and increased operational risks for platforms [12][13]. - The need for a balanced approach to competition is emphasized, where platforms are encouraged to focus on value creation rather than solely on price competition [20][21].

Core Viewpoint - The delivery service, once seen as a temporary job, is being redefined by Generation Z, who are integrating it into their lifestyle and social culture, reflecting a shift towards health consciousness, diverse career choices, and technology reshaping daily life [1][2]. Group 1: Trends and Motivations - The phenomenon of "delivery for weight loss" indicates a combination of the gig economy and health demands, showcasing three major trends: democratization of health consumption, diversification of job choices, and technology transforming lifestyles [1]. - Young people in both public and private sectors are drawn to delivery work as it allows them to monetize fragmented time, providing immediate rewards and a sense of control over their work [1][2]. - The shift in perception of traditional jobs, such as civil servants and bank managers, reflects a need for immediate feedback and tangible results, making gig work more appealing than conventional roles [1][2]. Group 2: Social Dynamics and Risks - Delivery work has become a coping mechanism for urban youth, offering a balance between mainstream career paths and the gig economy, allowing for self-regulation amidst instability [2][3]. - The experience of part-time delivery workers differs significantly from full-time riders, with the latter facing risks such as order dilution and income instability as more part-time workers enter the market [3]. - The rapid growth of flexible employment, projected to exceed 200 million in China by 2025, with around 13 million delivery riders, highlights both the popularity of gig work and the challenges faced by full-time riders, including aging workforce and lack of benefits [3].

Core Viewpoint - The article discusses the rise of "involutionary competition" in various industries, emphasizing the need for regulatory measures to address the inefficiencies and negative impacts of price wars, particularly in the platform economy [5][6][23]. Group 1: Definition and Characteristics of Involutionary Competition - "Involutionary competition" is characterized by low-price strategies leading to a race to the bottom, resulting in decreased profit margins and stagnation in industry development [8][9]. - This form of competition is marked by low-quality homogenization, price wars, and short-term behavior, ultimately harming the overall value of the industry [8][9]. Group 2: Price Wars and Their Implications - Price wars, while appearing beneficial in the short term, can create a "bubble market" through capital subsidies, leading to unsustainable competition [10][12]. - The phenomenon of sacrificing profits for market survival is driven by market pressures, strategic goals, and the allure of short-term gains [9][10]. Group 3: Regulatory Framework and Legal Measures - New regulations, including amendments to the Anti-Unfair Competition Law and the Price Law, aim to provide tools for comprehensive governance of involutionary competition [11][14]. - The revised laws will prohibit platforms from forcing merchants to sell below cost, thereby preventing market disruption and protecting fair competition [12][14]. Group 4: Transition from Price Competition to Value Competition - The article advocates for a shift from price wars to value-based competition, emphasizing the need for a collaborative approach involving government policy, industry self-regulation, and corporate innovation [20][21]. - This transition is seen as essential for breaking the cycle of low-price, low-quality competition and fostering a healthier market environment [21][23].

但平台自己也处在市场竞争之中。平台无法改变大的市场状况，也需要根据市场情况做出相应的策略， 才能在竞争中生存和发展。外卖大战很大程度上是整个市场状况的反应，指望外卖行业完全的回到之前 远场电商和近场零售、井水不犯河水的状况，是不现实的。 其实，在求生存、求发展的市场竞争中，平台和商家的利益是一致的，就是用价格、补贴去刺激出更多 的消费。服务消费是很有潜力的消费增长点，也符合扩内需促消费的大政策。 知名经济学家李稻葵就表示：在服务消费领域，通过提高频次带来的增量潜力是巨大的。实物消费存在 天花板，耐用消费品的更新似乎比较低频，但服务消费可以提升频次，如有的人原先一个月下一次馆 子，现在如果变成一周下一次馆子，就实现了300%的消费增量。 需要注重服务质量，注重协调均衡平台、商家、骑手、消费者多方利益，对市场和社会进行多层次考 量。 特约评论员刘远举 8月1日，多个外卖行业平台接连在自己官方社交媒体发文表态，倡导良性竞争。 在此前一轮外卖大战之后，今年5月，市场监管总局等五部门已约谈京东、美团、饿了么等平台，引导 行业合法规范经营、公平竞争。7月18日，市场监管总局再次约谈平台，强调规范促销行为，理性竞 争，构建 ...

Core Viewpoint - The article emphasizes the importance of resisting malicious competition in the food delivery industry, advocating for a fair and orderly market environment to promote mutual benefits among all parties involved [1][3]. Group 1: Company Initiatives - Meituan has committed to regulating promotional activities and eliminating unfair competition, aiming to establish a healthy and sustainable development in the catering service industry [1]. - The company plans to issue subsidies based on consumer and merchant needs, ensuring transparency and protecting merchants' rights [5]. - Meituan will actively resist irrational promotional activities, such as large-scale "0 yuan purchases," to safeguard merchants' earnings and operational integrity [5][6]. Group 2: Industry Collaboration - Meituan and Ele.me have jointly announced their commitment to resist malicious competition and promote ecological win-win cooperation within the industry [3]. - The companies are focusing on enhancing service quality, providing diverse consumption scenarios, and improving delivery network efficiency to better serve consumers [6]. - A feedback system has been established to address core issues such as merchant participation, product quality, and rider rights, with ongoing discussions taking place across various regions [6].