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携程、高德接连被“点名” 释放了什么信号
业内专家表示,要实现从"流量收割者"到"价值共创者"的转变,平台企业须在多个层面完成系统性重 塑: □ 算法逻辑"向善"进化 □ 盈利模式脱离"佣金依赖" □ 治理结构走向"多元共治" □ 畅通消费者与从业者的有效申诉与监督渠道,引入第三方评估,形成社会协同治理的良性循环 携程因涉嫌滥用市场支配地位被立案调查;高德打车因多重问题被监管约谈——春节前连续释放的监管 信号,颇具警示意义和民生导向:当平台深度嵌入社会基础运行,平台企业必须平衡商业利益与社会责 任;当算法试图牺牲从业者和消费者利益攫取"商业价值",其经营逻辑的异化必须被矫治。 随着常态化监管新阶段到来,一场从监管到价值的系统性重塑已悄然开启。 监管点名:剑指不公与权责失衡 2026年春节前夕,出行与旅游市场即将迎来全年最高峰。据交通运输部预计,今年春运期间全国跨区域 人员流动量将达95亿人次。当千家万户沉浸在阖家团圆的喜悦中,数亿人的迁徙与消费正通过平台进 行。 "原来收费六十几元的路程,现在要八九十元,还一直让加价,不然就显示叫不到车""平台通过算法调 整价格后,运价已经很难覆盖时间、油费和车辆损耗成本,很多时候辛苦跑一天,基本等于白忙活""在 司 ...
携程为什么被调查?
和讯· 2026-01-15 09:55
以下文章来源于和讯商业 ,作者康嘉林 和讯商业 . 和讯商业团队出品,讲述商业世界的故事、逻辑和认知。 1 月 14 日 , 市场监管总局根据前期核查,依据《中华人民共和国反垄断法》,对携程集团有限公司涉嫌滥用市场支配地位实施垄断行为立案调查。 而在此之前, 行业内对于携程垄断的指控已 " 发酵 " 多年 。 就在上个月,云南民宿协会正式向携程宣战,公开征集其反垄断证据,从 "二选一"霸王条款到乱涨 佣金, 直指其 多年来的不正当竞争行为。 随后,携程针对调查一事回应称,近日,携程接到国家市场监管总局通知,依法对携程涉嫌垄断行为进行立案调查。公司将积极配合监管部门调查,全面落实监 管要求,与行业各方携手共建可持续发展的市场环境。目前,公司各项业务均正常运行,将一如既往地为广大用户和合作伙伴提供优质的服务。 受该消息影响, 1 月 14 日携程集团尾盘跌近 9% ,截至收盘跌幅 6.49% , 报 569.5 港元 / 股。 维权已有先例 "天下苦携程久矣!"这句感叹句,一直是不少无数民宿经营者的心声。 很大程度上,这来自于携程坚固的市场地位, 2024 年携程在酒旅市场的 GMV 市占率达 56% ,业务 资 ...
姜照:积极发挥数字平台作用,推动生活服务消费发展迈入新的阶段
Xin Jing Bao· 2025-07-18 07:15
Core Insights - The importance of life service consumption has significantly increased, becoming a new growth engine for China's consumption development under the backdrop of national policies to expand domestic demand and promote consumption [1][3][5]. Group 1: Life Service Consumption Growth - Life service consumption is becoming a crucial internal driving force for economic growth, with the proportion of service consumption in total consumption rising to 46.1% in 2024, an increase of 0.9 percentage points from the previous year [3][5]. - The retail sales of services in China grew by 6.2% in 2024, outpacing the 3.0% growth in goods retail sales, indicating a robust development across various segments of life service consumption [5][6]. Group 2: Impact of Digital Platforms - Digital platforms, such as Douyin, are playing a vital role in expanding market reach for small and medium-sized enterprises, allowing them to overcome geographical limitations and connect with a broader customer base [5][8]. - The use of short videos and live streaming has reduced promotional costs for life service businesses and created diverse operational strategies, enhancing consumer engagement and experience [5][8]. Group 3: Tourism Consumption Trends - Domestic tourism in China saw significant growth in 2024, with 5.615 billion domestic trips and total spending of 5.75 trillion yuan, reflecting year-on-year increases of 14.8% and 17.1%, respectively [6][9]. - The report highlights that many lesser-known cities are gaining popularity due to social media exposure, with nearly one-third of the top 50 cities for tourism order growth being smaller cities in the northwest [9][10]. Group 4: Future Recommendations - There is a call for further optimization of the ecosystem of life service platforms to better support small businesses and meet the diverse and personalized needs of consumers, contributing to sustained and healthy growth in life service consumption [10].