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媒体报道 | 对于互联网平台竞争,不是叫停而是规范
Sou Hu Cai Jing· 2025-08-23 15:20
征求意见稿。这表明,文件的初稿已经广泛征求了相关主体的意见,目前面向公众征求意见。 从这四个关键词可以看到,这份文件和一般用户都直接相关。针对互联网平台价格行为,舆论场也有很多讨论。带着这些讨论,谭主采访了多位参与文件 起草的专业人士。 最近,关于互联网平台价格行为,讨论最热的,莫过于"外卖大战"。 4月以来,美团、饿了么、京东三大互联网平台企业掀起了一场"中国互联网史上规模最大的补贴战",据相关机构估算,第二季度,三大平台总投入达到 250亿元。 8月23日,三部门联合发布了一份事关互联网平台的文件——《互联网平台价格行为规则(征求意见稿)》。 文件名里的四个关键词: 互联网平台。我们生活中常用的一些App,都属于这个范畴。 价格行为。价格标示、价格竞争是价格行为,"双11""618"这些促销活动,甚至"外卖大战"也涉及价格行为。 规则。这次征求意见的规则更加注重事前引导,要求相关主体自觉规范行为。 对于消费者而言,这场"大战"带来了实实在在的福利——大额补贴下的低价奶茶、咖啡、快餐,直接将即时零售市场日订单量从1亿,变成了2.5亿。 所以,当《行为规则》出来后,不少人都在问,文件是不是要叫停平台补贴,后边 ...
有人建议,取消外卖,关闭电商,恢复人间烟火气和市面繁荣,你同意吗?
Sou Hu Cai Jing· 2025-08-13 09:05
Group 1 - The core issue is the struggle of physical retail businesses in the post-pandemic era, with many restaurants and shops facing reduced customer traffic and some closing down [1][3] - A growing debate has emerged around the idea of stopping food delivery and e-commerce to revive physical stores, highlighting the complexity of the issue which affects millions of livelihoods and daily lives [3][10] - The existence of food delivery services has become a necessity for many, with 520 million users in China, predominantly young professionals who rely on it to balance work and life [4][6] Group 2 - E-commerce has transformed daily life, with over 100 million users aged 60 and above, and 72% of them finding online shopping significantly convenient [6][7] - The price advantage of e-commerce over physical stores is notable, with some products being 30% cheaper online, which is crucial for families facing rising living costs [7][14] - The delivery and e-commerce sectors employ over 150 million people, making them a vital part of the economy and a significant source of income for many families [8][9] Group 3 - Many physical stores view food delivery and e-commerce as lifelines rather than competitors, with 82% of surviving restaurants offering delivery services [13][14] - The real challenges for physical retail include shrinking consumer demand, intense competition, and rising operational costs, which are exacerbated by the presence of delivery and e-commerce [14][15] - Solutions for revitalizing physical retail include reducing operational costs, encouraging differentiated competition, and enhancing consumer experiences [16][17][18] Group 4 - The essence of a vibrant commercial atmosphere lies in the connections between people and the cultural fit of business models, rather than merely forcing consumers to shop in physical stores [16][18] - The evolution of commercial forms is inevitable, and the focus should be on creating new vitality in the market rather than longing for past shopping experiences [18]
美团、淘宝、饿了么、京东,集体声明
Shang Hai Zheng Quan Bao· 2025-08-01 04:48
Core Viewpoint - Major food delivery platforms including Meituan, Taobao, Ele.me, and JD.com have collectively announced commitments to regulate promotions and limit subsidy behaviors, aiming to establish a fair and orderly industry environment [1][3][4]. Group 1: Industry Response - On August 1, Meituan, Taobao, Ele.me, and JD.com released statements emphasizing the need to avoid selling goods and services at prices significantly below cost, which distorts price signals and disrupts market competition [3][4]. - Meituan highlighted five commitments to regulate promotional activities, including transparency in subsidy information and ensuring fair treatment of merchants [3][4]. - Taobao and Ele.me plan to focus on rational subsidy distribution, resist unhealthy competition, and enhance service quality [4]. Group 2: Upcoming Marketing Events - The upcoming "Autumn Battle" on August 7, coinciding with the traditional promotion period for milk tea, is seen as a critical time for observing the platforms' actual marketing strategies [6][10]. - Taobao has already initiated its promotional activities by inviting a celebrity to endorse its "first cup of milk tea" campaign, marking a significant marketing effort ahead of the competition [6]. Group 3: Regulatory Context - The State Administration for Market Regulation previously held discussions with major platforms, urging them to comply with relevant laws and promote healthy competition [12]. - Following these discussions, there has been a noticeable contraction in marketing activities, although some forms of substantial subsidies continue to persist [12].
电商西进,拼多多让珠峰脚下的生活也“潮”起来
Sou Hu Cai Jing· 2025-07-26 20:32
Core Viewpoint - The expansion of e-commerce, particularly through Pinduoduo, is significantly transforming the lives of young people in remote regions like Tibet, providing them with access to a wider range of products and services, and enhancing their quality of life [1][5]. Group 1: E-commerce Impact - Pinduoduo's "e-commerce westward" initiative is effectively bridging the logistics gap between urban and remote areas, allowing for cost-effective delivery of goods to regions like Tibet [1]. - The company has eliminated the second-stage logistics fees for deliveries to remote areas starting September 2024, making it more affordable for consumers and merchants [1]. - Young individuals in Tibet, such as Shen Hui and Bai Ma Qu Zhen, are increasingly utilizing e-commerce platforms to meet their daily needs and explore new interests, showcasing the growing reliance on these services [3][5]. Group 2: Community and Lifestyle Changes - E-commerce is fostering a sense of community among young people in Tibet, allowing them to connect with like-minded individuals and share experiences [5]. - The convenience of online shopping has enabled individuals like Xiao Fang to focus on their businesses, such as running a guesthouse, while also achieving self-sufficiency through gardening [3][5]. - Pinduoduo's "100 billion support plan" aims to further enhance the e-commerce ecosystem in western regions, ensuring continued low-cost and extensive logistics benefits for consumers [5].