Core Viewpoint - The establishment of service management standards for food delivery platforms is crucial for the healthy development of the industry and the protection of consumer rights [1][2][3] Industry Overview - The food delivery market in China is projected to exceed 1.27 trillion yuan in 2024, with a year-on-year growth of 6.2%, accounting for 22.8% of the national catering revenue [1] - The peak daily order volume for food delivery has surpassed 200 million as of August this year, doubling compared to 2024 [1] Standardization Efforts - The National Market Supervision Administration has initiated the development of the "Basic Requirements for Food Delivery Platform Services" as a national standard to create a stable policy environment and promote industry norms [1][3] - The urgency of establishing standards is emphasized, particularly in light of recent controversies surrounding pre-prepared food, which highlight the need for clear regulations [3] Food Safety and Compliance - Food safety remains the top priority, with a reported compliance rate of 97.3% in food delivery inspections conducted by the market supervision authority in 2024 [4] - The need for strict enforcement of food safety responsibilities and enhanced management of merchants by delivery platforms is highlighted [4] Labor Rights and Market Dynamics - The food delivery market is expected to reach 1.4 trillion yuan this year, but signs of stagnation in revenue growth are emerging [5] - There are ongoing concerns regarding the protection of delivery workers' rights amid increasing competition among platforms, indicating a need for further improvements in labor protections [5][6]

2025.09. 28 本文字数：1572，阅读时长大约3分钟 作者 | 一财评论员 "点外卖"已经成为人们生活的重要组成部分。红餐产业研究院综合餐饮企业大数据发布的《中国餐饮 品牌力白皮书2025》数据显示：2024年，全国餐饮外卖市场规模超过1.27万亿元，同比增长 6.2%，占全国餐饮收入的22.8%；今年以来，随着新经营主体加入竞争并受到平台巨额补贴影响， 截至今年8月，全国外卖日单量峰值已突破2亿单，较2024年翻了一番。 外卖红红火火的同时，也有一些亟待解决的问题。上述市场监管总局座谈会强调：近年来，我国网络 餐饮外卖行业正展现出强劲的发展势头和广阔的市场前景，但在满足消费者多样化需求的同时，也对 市场竞争秩序、食品安全、相关主体权益保障等提出更高要求。 要实现"更高要求"就要进一步加强外卖标准建设，没有规矩无以成方圆，尤其是对快速发展的行业来 说。 外卖平台处在餐饮企业和消费者的关键中间环节，当前，外卖平台服务管理标准制定正在积极推进 中。 继9月24日国家市场监管总局发布《外卖平台服务管理基本要求（征求意见稿）》（下称《外卖平台 标准》）之后，9月26日市场监管总局召开的促进网络餐饮外卖行业健 ...

Core Insights - The establishment of service management standards for food delivery platforms is crucial for ensuring food safety and service quality for consumers, while providing a stable policy environment for related enterprises [1][6] - The Chinese food delivery market is projected to exceed 1.27 trillion yuan in 2024, with a year-on-year growth of 6.2%, accounting for 22.8% of the national catering revenue [1] Group 1: Industry Growth and Challenges - The food delivery industry in China is experiencing strong growth, with daily order peaks surpassing 200 million as of August 2023, doubling compared to 2024 [1] - Despite the growth, there are emerging challenges such as market competition, food safety, and the protection of stakeholders' rights that need to be addressed [2] Group 2: Standardization and Implementation - The rapid development of the food delivery industry necessitates the swift establishment of standards to ensure safety and quality, particularly in light of recent controversies surrounding pre-prepared foods [3] - The implementation of food delivery standards is complex, involving multiple stakeholders including food service providers, delivery platforms, and consumers [3] Group 3: Food Safety and Compliance - The food safety inspection rate for delivery food was reported at 97.3% in 2024, indicating a high compliance level, but the absolute number of non-compliant orders remains significant [4] - The emphasis on strict food safety responsibilities for platforms is highlighted, including the need for thorough merchant qualification and food safety training processes [4] Group 4: Labor Rights and Market Dynamics - The food delivery market is expected to reach 1.4 trillion yuan in 2024, but signs of stagnation in revenue growth are emerging despite increased market size [5] - Labor rights for delivery personnel remain a concern, with existing protections needing further enhancement as competition intensifies [5]

宏观•要闻 国家统计局：2025年1—8月份全国规模以上工业企业利润增长0.9% 国家统计局发布数据，1—8月份，全国规模以上工业企业实现利润总额46929.7亿元，同比增长0.9%。1 —8月份，规模以上工业企业中，国有控股企业实现利润总额15156.5亿元，同比下降1.7%；股份制企业 实现利润总额34931.9亿元，增长1.1%；外商及港澳台投资企业实现利润总额11723.6亿元，增长0.9%； 私营企业实现利润总额13076.1亿元，增长3.3%。8月份，规模以上工业企业利润同比由上月下降1.5%转 为增长20.4%。 9月PMI数据将公布 9月30日，国家统计局将发布采购经理指数月度报告。此前数据显示，8月份，制造业PMI为49.4%，比 上月上升0.1个百分点，制造业景气水平有所改善。非制造业商务活动指数为50.3%，比上月上升0.2个 百分点，高于临界点，非制造业继续保持扩张。 国庆中秋假期小客车免费通行全国收费公路 据交通运输部消息，国庆中秋假期期间，小客车免费通行全国收费公路。按照有关规定，免费通行时段 从节假日第一天，即10月1日0时开始，到节假日最后一天，即10月8日24时结束，普通公路 ...

会议强调，近年来我国网络餐饮外卖行业正展现出强劲的发展势头和广阔的市场前景，但在满足消费者 多样化需求的同时，也对市场竞争秩序、食品安全、相关主体权益保障等提出更高要求。下一步，市场 监管部门将深入贯彻落实党中央、国务院决策部署，提升网络餐饮外卖领域常态化监管水平，加大监管 执法力度，督促相关主体理性参与竞争、落实食品安全主体责任，构建行业良好生态。加快建立长效机 制，推动《外卖平台服务管理基本要求》国家标准出台，营造稳定可预期的政策环境，促进行业规范健 康发展。 （原标题：事关外卖！市场监管总局召开会议） 9月26日，市场监管总局召开促进网络餐饮外卖行业健康发展座谈会。总局党组书记、局长罗文出席会 议，与网络餐饮外卖平台内商户和外卖骑手代表深入交流，了解经营者、新就业群体面临的困难和问 题，听取意见建议。总局党组成员、副局长邓志勇主持会议。 会议指出，党中央、国务院高度重视促进平台经济健康发展，网络餐饮外卖与人民群众日常生活紧密相 关，是促消费、惠民生、稳就业的重要领域，也是推动平台经济高质量发展的重要力量。 校对：刘星莹 来源：市说新语 责编：万健祎 ...

市场监管总局召开促进网络餐饮外卖行业健康发展座谈会 9月26日，市场监管总局召开促进网络餐饮外卖行业健康发展座谈会。总局党组书记、局长罗文出席会 议，与网络餐饮外卖平台内商户和外卖骑手代表深入交流，了解经营者、新就业群体面临的困难和问题， 听取意见建议。总局党组成员、副局长邓志勇主持会议。 会议指出，党中央、国务院高度重视促进平台经济健康发展，网络餐饮外卖与人民群众日常生活紧密相 关，是促消费、惠民生、稳就业的重要领域，也是推动平台经济高质量发展的重要力量。 会议强调，近年来我国网络餐饮外卖行业正展现出强劲的发展势头和广阔的市场前景，但在满足消费者多 样化需求的同时，也对市场竞争秩序、食品安全、相关主体权益保障等提出更高要求。下一步，市场监管 部门将深入贯彻落实党中央、国务院决策部署，提升网络餐饮外卖领域常态化监管水平，加大监管执法力 度，督促相关主体理性参与竞争、落实食品安全主体责任，构建行业良好生态。加快建立长效机制，推动 《外卖平台服务管理基本要求》国家标准出台，营造稳定可预期的政策环境，促进行业规范健康发展。 责编：万健祎 校对： 刘星莹 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及 ...

市场监管总局召开促进网络餐饮外卖行业健康发展座谈会 9月26日，市场监管总局召开促进网络餐饮外卖行业健康发展座谈会。总局党组书记、局长罗文出席会 议，与网络餐饮外卖平台内商户和外卖骑手代表深入交流，了解经营者、新就业群体面临的困难和问题， 听取意见建议。总局党组成员、副局长邓志勇主持会议。 会议指出，党中央、国务院高度重视促进平台经济健康发展，网络餐饮外卖与人民群众日常生活紧密相 关，是促消费、惠民生、稳就业的重要领域，也是推动平台经济高质量发展的重要力量。 会议强调，近年来我国网络餐饮外卖行业正展现出强劲的发展势头和广阔的市场前景，但在满足消费者多 样化需求的同时，也对市场竞争秩序、食品安全、相关主体权益保障等提出更高要求。下一步，市场监管 部门将深入贯彻落实党中央、国务院决策部署，提升网络餐饮外卖领域常态化监管水平，加大监管执法力 度，督促相关主体理性参与竞争、落实食品安全主体责任，构建行业良好生态。加快建立长效机制，推动 《外卖平台服务管理基本要求》国家标准出台，营造稳定可预期的政策环境，促进行业规范健康发展。 来源：市说新语 责编：刘珺宇 校 对：陶谦 F 百万用户都在看 见证历史！集体大涨！ 突发！ ...

会议指出，党中央、国务院高度重视促进平台经济健康发展，网络餐饮外卖与人民群众日常生活紧密相 关，是促消费、惠民生、稳就业的重要领域，也是推动平台经济高质量发展的重要力量。 据国家市场监督管理总局网站，9月26日，市场监管总局召开促进网络餐饮外卖行业健康发展座谈会。 总局党组书记、局长罗文出席会议，与网络餐饮外卖平台内商户和外卖骑手代表深入交流，了解经营 者、新就业群体面临的困难和问题，听取意见建议。总局党组成员、副局长邓志勇主持会议。 总局有关司局负责同志参会。 会议强调，近年来我国网络餐饮外卖行业正展现出强劲的发展势头和广阔的市场前景，但在满足消费者 多样化需求的同时，也对市场竞争秩序、食品安全、相关主体权益保障等提出更高要求。下一步，市场 监管部门将深入贯彻落实党中央、国务院决策部署，提升网络餐饮外卖领域常态化监管水平，加大监管 执法力度，督促相关主体理性参与竞争、落实食品安全主体责任，构建行业良好生态。加快建立长效机 制，推动《外卖平台服务管理基本要求》国家标准出台，营造稳定可预期的政策环境，促进行业规范健 康发展。 ...

Core Insights - The meeting held by the State Administration for Market Regulation (SAMR) on September 26 emphasized the importance of the online food delivery industry in promoting consumption, benefiting people's livelihoods, and stabilizing employment, highlighting its role in the high-quality development of the platform economy [1] Group 1 - The online food delivery industry in China is showing strong development momentum and vast market prospects, but it also faces higher demands regarding market competition order, food safety, and the protection of relevant stakeholders' rights [1] - The SAMR plans to enhance the regular regulatory level in the online food delivery sector, increase enforcement efforts, and encourage stakeholders to participate in competition rationally while fulfilling their food safety responsibilities [1] - The establishment of a long-term mechanism and the promotion of national standards for "Basic Requirements for Delivery Platform Service Management" are prioritized to create a stable and predictable policy environment for the healthy development of the industry [1]

Core Viewpoint - The report highlights the ongoing regulatory efforts in the digital economy sector, particularly focusing on the antitrust measures against major companies like Alibaba and Meituan, emphasizing the need for compliance and rectification in their business practices [1][2][3] Group 1: Regulatory Overview - The National Market Regulation Administration (National Antitrust Bureau) released the "2024 China Antitrust Law Enforcement Annual Report," which includes sections on regulatory effectiveness, legal construction, and international cooperation [1] - The report indicates that regular antitrust supervision in the digital economy is gradually improving, with a focus on ensuring high-quality rectification by companies [1] Group 2: Meituan's Antitrust Issues - Meituan was previously fined 3.442 billion yuan for abusing its market dominance in the online food delivery service sector, which included practices like differential pricing and exclusive agreements with merchants [2] - The company has been under scrutiny since 2021, with the National Market Regulation Administration requiring it to submit compliance reports for three consecutive years to ensure rectification and promote healthy development [2][3] - The inclusion of Meituan in the 2024 report signifies that its rectification efforts have not yet been approved, indicating ongoing pressure for compliance [3]