关注"墨腾创投"⭐，不错过最新行业洞察 昨天，正在积极推进全球扩张的美国头部外卖平台DoorDash宣布，将关闭旗下Deliveroo和Wolt两个品牌在四个国家的运营：卡塔尔、新加坡、日本和乌兹 别克斯坦。 DoorDash于2025年完成了对总部在英国的Deliveroo的收购。此前，它在2022年收购了总部位于芬兰的Wolt。 这一次，Deliveroo退出新加坡市场的消息引起了墨腾身边不少朋友的关注 - 尤其是喜欢吃健康色拉的朋友。 Deliveroo自2015年起就在新加坡运营，过去几年里，它逐步收缩战线，更多聚焦于高端用户，而不是与Grab和Foodpanda在大众市场正面竞争。 2. 事实上，在Deliveroo于2025年4月退出香港之后，一些行业观察者已经开始猜测新加坡是否会是下一个。我们并不清楚Deliveroo当时为何保留新加坡市 场 - 但他们显然最终必须要做出一个战略决策。在外卖平台业务中，"规模不足"的市场位置会随着时间推移而持续恶化。要么投入资源争取规模密 度，要么退出。很难存在一个长期稳定的中间状态； 3. 新加坡本身并不是一个特别小的市场 - 我们追踪到2025年新加坡外卖平 ...

每经编辑｜陈柯名 近日，话题"夫妻春节不回家送外卖1个月赚4万"登上热搜，引发网友热议。 2月24日，记者联系到青岛一外卖站点负责人李先生，他和崔孙二人工作于同一外卖平台。李先生称，理想状态下，过年期间外卖员月薪接近2万元是有可 能实现的。 李先生告诉记者，平台站点根据所在区域繁华程度，分为1级站点至6级站点，站点等级越高单价越高。青岛相比其他同等级的城市，骑手的派送单价也相 对较高。 "我们过年期间留返岗补贴是每人5000元，特定时段全勤在岗并完成基础跑单任务，还将发放3200元的激励奖金。月收入要达到近2万元，除了拿满过年的 补贴，每天的平均单量需要约70单。"李先生说。 据报道，孙晓慧和崔渐斌是一对来自河南的"95后"年轻夫妻，他俩曾是怀揣梦想、在青岛经营物流站点的创业者，如今是身背20万债务、并肩奔跑的骑 手。 为了还债，2026年春节，他们将俩孩子送回老家，自己选择留在青岛。这也是他俩第一次春节不回老家，他们留下的理由很现实：春节单多、价高，四周 时间他们赚了近4万块钱。孙晓慧说，"债，会一笔一笔还清，我俩不会一直送外卖，但会一直陪伴着彼此，跑下去……" 对于此事，评论区有网友表示共情，也有网友提出 ...

Core Viewpoint - Regulatory authorities across multiple regions in China have issued guidelines to curb "involution" and unhealthy competition in the food delivery sector ahead of the Spring Festival, emphasizing the need for rational competition and the cessation of harmful practices such as excessive subsidies and price wars [1][5][11]. Group 1: Regulatory Actions - Various market supervision departments, including those in Henan, Anhui, Guangdong, and Hainan, have mandated food delivery platforms to stop engaging in low-quality, low-price "involution" competition [1][5]. - The market supervision bureau of Xinyang issued a reminder highlighting issues like "price wars" and the negative impact of continuous subsidies on small merchants, which disrupts the industry ecosystem [1][5]. - The South Yanyang market regulatory authority has prohibited unfair competition practices such as "choose one from two," data monopolization, and other tactics aimed at eliminating competitors [1][5]. Group 2: Industry Response - Industry associations, such as the Gansu Catering and Cooking Industry Association, have called for self-regulation within the industry, urging a halt to low-quality, low-price competition and advocating for a stable market order [8][10]. - The association's initiative emphasizes that the ongoing subsidy wars are shifting competition from quality and service to capital endurance, negatively affecting small merchants' pricing power and profit margins [8][10]. Group 3: Policy Background - The negative effects of "involution" competition have garnered significant attention from regulatory bodies, with the Central Economic Work Conference identifying it as a key economic task [11]. - The State Administration for Market Regulation has included the "subsidy war" among the top ten typical cases for comprehensive rectification of "involution" competition by 2025, indicating a clear policy signal against such practices [11][13]. - As the Spring Festival approaches, nationwide regulatory actions aim to preemptively manage low-price involution, fostering a fair competition environment and maintaining market order during the holiday season [13].

Core Viewpoint - The article discusses the regulatory measures taken by various municipal market supervision departments in China to curb unhealthy competition in the food delivery industry, particularly during the Spring Festival period. It emphasizes the need for compliance and stability in the market by discouraging low-quality, low-price competition and promoting fair practices among food delivery platforms and merchants [3]. Group 1: Regulatory Measures - Multiple cities, including Xinyang, Nanyang, Bengbu, Shantou, Wenchang, and Liaoyang, have issued guidelines to food delivery platforms to stop "involutionary" competition characterized by low-quality and low-price strategies [3]. - The guidelines prohibit platforms from organizing malicious subsidies and price dumping to maintain order in the Spring Festival food delivery market [3]. - There is a focus on regulating promotional activities, with clear prohibitions against forcing merchants to participate in promotions through unfair practices such as lowering search rankings or imposing unreasonable thresholds [3]. Group 2: Industry Response - Some regional catering industry associations have called for enhanced self-regulation to halt low-quality, low-price competition. For instance, the Gansu Catering and Cooking Industry Association issued a statement urging the industry to stabilize market order [3]. - The association highlighted that the subsidy wars in 2025 shifted competition from quality and service to capital endurance, negatively impacting the pricing power and bargaining ability of small and medium-sized merchants [3]. - The call for action aims to address the detrimental effects of "involutionary" competition on the profitability of offline businesses [3].

Core Insights - The article highlights the increasing recognition and support for delivery riders in Beijing, showcasing their evolving role from temporary workers to valued contributors to urban life [3][5][9] Group 1: Government and Community Support - President Xi Jinping visited a community dining hall, emphasizing the importance of safety and well-being for delivery riders [3] - The Beijing government has established nearly 9,000 service stations for delivery workers, providing essential support and resources [7] - Various delivery platforms, including Meituan and Taobao, have introduced social insurance subsidies, enhancing the financial security of riders [7][9] Group 2: Personal Stories and Experiences - Delivery riders like Zhang Ruiqiang and Jia Yacai share their personal experiences, highlighting improved living conditions and financial stability [5][8] - Riders express a sense of belonging in the city, feeling valued and recognized for their contributions [8][9] - The introduction of rider apartments is seen as a significant improvement, allowing workers to have a more stable home environment [7][9] Group 3: Future Aspirations - Riders express optimism about their future in the city, feeling motivated by government support and community engagement [9] - There is a collective desire among riders to contribute positively to their communities, reflecting a shift in their self-perception from transient workers to integral members of society [8][9]

Core Viewpoint - The article emphasizes the increasing safety risks associated with food delivery during holidays, highlighting the importance of consumer awareness and precautions to ensure food safety. Group 1: Safety Risks of Food Delivery - Increased food safety risks during holidays stem from improper handling of ingredients and high production loads [3] - Popular merchants may face overload risks, leading to issues such as improper storage and processing of fresh ingredients, inadequate sanitation, and cross-contamination [3] - Extended delivery times can cause food to remain in the danger zone (5-60°C) for too long, increasing the risk of bacterial growth [4] Group 2: Guidelines for Ordering Food - Consumers should prioritize reputable merchants, preferably well-known chains or those with physical locations, and verify their licenses and permits [5] - It is advisable to check recent reviews, especially negative feedback related to food quality and safety, to avoid problematic merchants [5] - High-risk foods such as raw dishes and long-stored items should be avoided during holidays, with a preference for freshly prepared hot meals [6] Group 3: Delivery Considerations - Opting for "contactless delivery" can reduce person-to-person contact, enhancing hygiene and safety [7] - If the estimated delivery time exceeds one hour, consumers should consider switching to a closer merchant to ensure food quality and safety [8] Group 4: Verification Upon Receipt - Consumers should promptly retrieve their orders after notification to prevent prolonged exposure to outside conditions [9] - Checking the integrity of seals and packaging is crucial to avoid contamination, and verifying the order against the receipt is necessary [9] - Hot food should be steaming, while cold food should feel cold; lukewarm food may indicate bacterial growth [10] Group 5: Final Checks Before Consumption - Observing food for any foreign objects, unusual smells, or colors is essential, along with using clean utensils for handling [12] - Hand hygiene and the cleanliness of utensils are critical before eating, especially when using disposable cutlery [13] - Food should not be left at room temperature for more than 2 hours, and specific time limits apply based on temperature conditions [13] Group 6: Handling Leftovers - Leftovers should not be left at room temperature for extended periods, and proper storage in clean, sealed containers is recommended [14] - Different types of food have varying storage durations, with meat generally lasting 3-4 days in the fridge, while seafood should be consumed within 1-2 days [15]

Core Insights - The report highlights the significant growth in the number of new business entities and the improvement in the overall credit index of Chinese enterprises, indicating a robust economic recovery and enhanced business environment [1][2]. Group 1: Business Growth and Credit Improvement - In 2025, a total of 25.745 million new business entities were established, with active enterprises increasing by 9.8% year-on-year [1][2]. - The Chinese enterprise credit index reached 162.66 in 2025, an increase of 3.89 from 2024, reflecting an overall improvement in the creditworthiness of businesses [2]. Group 2: Regulatory Actions and Market Oversight - The State Administration for Market Regulation (SAMR) investigated 5,918 cases of illegal charges against enterprises, resulting in fines totaling 347 million yuan and refunds of 1.35 billion yuan to businesses [2]. - SAMR implemented a risk classification management system for over 64 million enterprises, achieving an issue detection rate of over 85% for high-risk companies [2]. Group 3: Market Competition and Fairness - SAMR is committed to promoting fair competition and addressing local protectionism and administrative monopolies through strict enforcement and compliance measures [4]. - The agency plans to enhance the review process for business mergers and acquisitions to stimulate market vitality while ensuring a competitive environment [4]. Group 4: Platform Economy Regulation - In 2025, SAMR, in collaboration with the National Internet Information Office, introduced regulations to improve the fairness and transparency of online trading platforms [5]. - The agency is addressing issues in the food delivery sector and live-streaming e-commerce by implementing standards and conducting regular oversight [6]. Group 5: Consumer Environment and Standards - SAMR initiated a three-year action plan to optimize the consumer environment, releasing over 210 national standards for various consumer goods and services [6]. - The agency aims to foster consumer confidence through the establishment of "reassuring consumption" zones and related policies [6]. Group 6: Standardization Initiatives - SAMR plans to launch new initiatives to enhance the standard system supporting high-quality development, focusing on updating standards in traditional industries and consumer goods [7].

Core Viewpoint - The rapid growth of the online food delivery market has raised significant concerns regarding food safety and hygiene, prompting regulatory bodies and delivery platforms to enhance management measures against illegal operations, particularly "ghost kitchens" [1][3]. Regulatory Actions - The State Council's Food Safety Office has issued a notice to strictly combat "ghost kitchens" through legal means [1]. - Zhengzhou's Market Supervision Administration has launched the "Zhengqi Pioneer Snap" initiative, encouraging delivery riders to report violations, with a reward of 50 yuan for verified leads [1][6]. Challenges in Regulation - The sheer number of merchants, with over 45,000 on the Taobao Flash Purchase platform in Zhengzhou alone, complicates effective oversight [2]. - Frequent changes in small businesses and the lack of proper licensing contribute to the persistence of "ghost kitchens" [3]. - Regulatory bodies face difficulties in tracking and monitoring these operations due to their hidden nature and low operational costs [3]. Technological Empowerment - The integration of technology in food delivery regulation is essential, with initiatives like "Internet + Bright Kitchen" and "Zhengqi Pioneer Snap" being implemented to enhance oversight [5]. - AI cameras are being installed in over 3,700 restaurants to monitor kitchen conditions in real-time, allowing consumers to view kitchen operations through delivery apps [6]. Community Involvement - Delivery riders, as a large and mobile workforce, play a crucial role in identifying and reporting food safety issues, thus enhancing community supervision [9]. - The "Zhengqi Pioneer Snap" initiative has seen over 8,000 riders register to report issues, significantly extending the reach of regulatory efforts [6]. Industry Response - The restaurant industry supports the crackdown on "ghost kitchens," recognizing the threat they pose to consumer health and market order [7]. - Industry associations are committed to improving food safety standards and promoting self-regulation among restaurants to combat the prevalence of non-compliant operations [7]. Urban Governance Insights - The Zhengzhou initiative serves as a model for governance in large cities, demonstrating how to leverage community resources for effective oversight [9]. - The approach of transforming delivery riders into active participants in governance can enhance the efficiency of urban management and improve public safety [9].

Core Insights - The article highlights the ongoing efforts of food delivery platforms to provide social security benefits to their riders, aiming to enhance job security and retention in the industry [1][2][7] Group 1: Social Security Initiatives - Major food delivery platforms have begun subsidizing social security contributions for riders, which has increased their willingness to participate in the system [1][2] - As of December 2025, platforms like Meituan have issued social security subsidies to riders, with amounts reaching 487.9 yuan for those who first enrolled in April 2025 [5][6] - The initiative is part of a broader government push to integrate flexible employment groups into the social security system, as emphasized in the 2025 Central Economic Work Conference [1][2] Group 2: Employment Dynamics - The number of food delivery riders in China has surpassed 10 million, making it challenging to incorporate such a large flexible workforce into the social security framework [2] - The industry has seen a shift from insufficient labor rights protection to platforms taking responsibility for riders' social security, indicating a positive change in the sector [2][3] Group 3: Company-Specific Actions - JD Logistics has a long-standing tradition of signing formal labor contracts with its delivery personnel, ensuring they receive comprehensive benefits, including social security [3] - Meituan has tailored its social security subsidy program to accommodate both full-time and part-time riders, allowing for greater flexibility in participation [4][6] Group 4: Rider Perspectives - Riders have expressed concerns about the financial impact of social security contributions on their take-home pay, which has been a barrier to participation [6] - The introduction of subsidies has encouraged riders to enroll in social security, with many reporting a sense of stability and improved job satisfaction [7][8] Group 5: Future Directions - The exploration of social security for new employment groups has been ongoing, with pilot programs for occupational injury insurance starting in July 2022 [8] - As the scope of insurance expands to include various types of coverage, platforms face increasing cost pressures, prompting discussions on potential subsidies and tax incentives to alleviate financial burdens [8]

Core Insights - The article highlights the evolving conditions and challenges faced by delivery riders in the gig economy, emphasizing the impact of algorithms on their work and life [1][7] Group 1: Riders' Experiences - Delivery riders are under constant pressure from algorithms that dictate their work pace, leading to a life focused on speed rather than enjoyment [2][3] - Despite the challenges, some riders report high earnings during peak times, with potential daily incomes reaching up to 1,000 yuan [2] - Riders express a desire for better treatment and support from platforms, including more reasonable delivery times and compensation standards [5][3] Group 2: Changes in Policy and Support - There have been slight improvements in algorithm policies, such as relaxed delivery times during peak hours and no penalties for negative reviews [3] - Local governments and organizations are increasingly focusing on the needs of delivery riders, implementing initiatives to understand their challenges better [6] - The establishment of rider support stations offering various services, including health check-ups and legal advice, is becoming more common [6] Group 3: Future Outlook - There is a growing consensus on the need to balance labor rights and industry growth, moving away from a "wild growth" model to one that ensures fair treatment for workers [7] - The article anticipates that future algorithms should serve the needs of workers rather than confine them, highlighting the importance of this issue for societal well-being [7]