2026年1月9日，国家市场监督管理总局发布公告，国务院反垄断反不正当竞争委员会办公室将对外卖平 台服务行业市场竞争状况开展调查、评估。 据了解，美团曾连续在三个季度的财报电话会及股东大会上，公开表达了"坚决反对内卷"的态度。仅在 2025年期间，美团就连续六次对"反对内卷"进行了官方表态与声明。 近年来，先行对重点行业进行调查评估，再出台健康有序发展政策，已经多有先例。2025年6月6日，市 场监督管理总局曾发布2024年度《中国反垄断执法年度报告》，报告提及，2024年对新能源、云服务和 半导体行业进行了市场竞争状况评估，而在2025年，新能源汽车等行业也成为了反内卷重点领域。 本文系观察者网独家稿件，未经授权，不得转载。 国家市场监督管理总局官网刊文表示，近段时间以来，外卖平台服务行业拼补贴、拼价格、控流量等问 题突出，挤压实体经济，加剧行业"内卷式"竞争，社会各方面反映强烈。 本次调查评估将通过现场核实、当面访谈、问卷调查等方式，深入了解外卖平台竞争行为，广泛听取平 台内经营者、新就业群体、消费者等各方意见，全面调查市场竞争状况，组织开展分析论证，传导监管 压力，提出处置措施。外卖平台要积极配合市场调 ...

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。 1月9日晚，美团、淘宝闪购、京东外卖纷纷发文表态。 美团方面表示，1月9日下午，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、评估。美 团坚决拥护，将全力做好配合工作。 近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷 式"竞争。美团将以此次调查为契机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服务行 业创新和健康发展。 淘宝闪购表示，淘宝闪购深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创新与健康发展的基石。淘宝 闪购始终坚持公平、公正、公开的原则，在商户管理、价格行为、配送员权益保障、消费者权益保护等方面，严格遵守《反垄 断法》、《反不正当竞争法》等相关法律法规，遵循《外卖平台服务管理基本要求》开展业务。 淘宝闪购欢迎并将积极配合此次行业市场竞争状况调查、评估工作，严格落实合规主体责任，持续与商户、生态合作伙伴等各 方携手，提供更多元化、更高质量的服务，共同维护好公平有序的市场环 ...

近日，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市场竞争状况开展调查、 评估。 1月9日晚，美团、淘宝闪购、京东外卖纷纷发文表态。 美团方面表示，1月9日下午，国务院反垄断反不正当竞争委员会办公室对外卖平台服务行业市 场竞争状况开展调查、评估。美团坚决拥护，将全力做好配合工作。 近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁 行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契机，和行业内各平台一起，共 同落实市场主体责任，公平参与市场竞争，促进外卖平台服务行业创新和健康发展。 淘宝闪购表示，淘宝闪购深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持 续创新与健康发展的基石。淘宝闪购始终坚持公平、公正、公开的原则，在商户管理、价格行 为、配送员权益保障、消费者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》 等相关法律法规，遵循《外卖平台服务管理基本要求》开展业务。 京东外卖表示，1月9日，国务院反垄断反不正当竞争委员会办公室宣布，对外卖平台服务行 业市场竞争状况开展调查、评估。京东外卖坚决支持并欢迎这一决定，高度赞同反内卷、维 护市场 ...

市场监管总局1月9日消息，国务院反垄断反不正当竞争委员会办公室有关负责同志表示，近段时间以来，外卖平台服务行业拼补贴、拼价格、控流量等问 题突出，挤压实体经济，加剧行业"内卷式"竞争，社会各方面反映强烈。为推动外卖平台依法合规经营、公平有序竞争，形成优质优价、良性竞争的市场 秩序，国务院反垄断反不正当竞争委员会办公室依据《中华人民共和国反垄断法》规定，决定对外卖平台服务行业市场竞争状况开展调查、评估。 本次调查评估是国务院反垄断反不正当竞争委员会办公室表达竞争关注、评估垄断风险、规范市场秩序的重要举措，将通过现场核实、当面访谈、问卷调 查等方式，深入了解外卖平台竞争行为，广泛听取平台内经营者、新就业群体、消费者等各方意见，全面调查市场竞争状况，组织开展分析论证，传导监 管压力，提出处置措施。外卖平台要积极配合市场调查、评估工作，严格落实反垄断合规主体责任，有效防范化解垄断风险，公平参与市场竞争，促进外 卖平台服务行业创新和健康发展。 9日晚，三大外卖平台均发文表示拥护支持此次调查。 美团表示，坚决拥护，将全力做好配合工作。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为契机，和行业内各平台 ...

国务院双反委员会办公室宣布启动外卖平台服务行业市场竞争状况调查、评估。 1月9日，据市场监督管理总局消息，近日，国务院反垄断反不正当竞争委员会办公室依据《中华人民共和国反垄断法》，对外卖平台服务行业市场竞争状况 开展调查、评估。对此，美团、淘宝闪购、京东外卖发文表态。 美团：坚决拥护国家开展外卖市场竞争调查评估 美团官微发文称，1月9日下午，国务院双反委员会办公室宣布启动外卖平台服务行业市场竞争状况调查、评估。美团坚决拥护，将全力做好配合工作。 近一段时间以来，外卖市场"拼价格、拼补贴、控流量"等非理性竞争问题突出。美团多次呼吁行业回归理性，坚决反对"内卷式"竞争。美团将以此次调查为 契机，和行业内各平台一起，共同落实市场主体责任，公平参与市场竞争，促进外卖平台服务行业创新和健康发展。 淘宝闪购：坚决维护行业公平有序竞争 淘宝闪购官微发文，称深知公平竞争是市场经济的核心原则，也是推动外卖平台服务行业持续创新与健康发展的基石。淘宝闪购始终坚持公平、公正、公开 的原则，在商户管理、价格行为、配送员权益保障、消费者权益保护等方面，严格遵守《反垄断法》、《反不正当竞争法》等相关法律法规，遵循《外卖平 台服务管理基本要 ...

Group 1: Employment Stability - The central economic work conference emphasizes the importance of employment as a fundamental aspect of people's livelihoods, proposing actions to stabilize and expand job opportunities, particularly for key groups like college graduates and migrant workers [2][4] - The implementation of actions to stabilize and expand employment is a response to current employment challenges and aims to enhance job quality and support flexible employment [2][4] Group 2: Social Security and Welfare - The conference outlines measures to improve the social security system, focusing on education, healthcare, and elderly care, which are critical to the well-being of families [5][7] - Initiatives include optimizing drug procurement and healthcare payment reforms to reduce medical costs for the public, as well as enhancing educational resource allocation to meet changing demographics [5][8] Group 3: Housing and Urban Development - The conference promotes urbanization and rural revitalization, with a focus on improving living conditions and ensuring that development benefits all citizens [10][12] - Measures include encouraging the acquisition of existing housing for public welfare and reforming housing provident fund systems to support the construction of quality housing [11][12] Group 4: Environmental Sustainability - The conference stresses the importance of ecological protection and green development, advocating for initiatives that balance economic growth with environmental sustainability [11] - Local governments are encouraged to explore new paths for ecological prosperity while enhancing the quality of life for residents through green projects [11]

Core Points - Meituan's social security subsidy for riders will officially cover the entire country starting in November, with payments already being distributed [1] - Over 600 social security consultation service windows have been established in various cities, including Beijing, Shanghai, and Hangzhou, to assist riders with the social security payment process and platform subsidy details [1] - Meituan plans to expand pilot projects for "parent-child leave" and "autumn harvest leave," with a total investment of 10 billion yuan expected over the next five years [1]

Core Points - Meituan has established over 600 social security consultation service windows for delivery riders in various cities, providing detailed information on social security payment processes and platform subsidy ratios [1][2] - The social security subsidy program officially covers the entire country as of November, marking a significant advancement in the social security scheme for riders [1][2] - Over 80% of Meituan's delivery riders are migrant workers, with more than 70% engaged in cross-city employment [1][2] - The social security program has removed many restrictions, only requiring income as a baseline for eligibility, allowing riders to retain subsidies even if they return to their hometowns after a period of participation [1][2] - The subsidy approach is designed to expand coverage while ensuring long-term stability by referencing local basic social security payment bases [1][2] - Since 2022, Meituan has paid a total of 2.3 billion yuan in social security contributions, covering approximately 16 million riders as part of a pilot program under the guidance of the Ministry of Human Resources and Social Security [1][2]

Core Viewpoint - The release of the new national standard for food delivery services has prompted major platforms like Meituan, Taobao Flash, and JD Delivery to collectively announce their commitment to implement the standard, aiming to enhance service quality and ensure fair competition in the industry [1][6]. Group 1: Industry Response - Major platforms have stated their active participation in the development of the new standard, emphasizing their commitment to fair competition, food safety, service quality, and stakeholder rights [1][6]. - The platforms will integrate the standard into their operational management and service processes, aiming to improve the management of merchants and delivery personnel, enhance consumer experience, and protect the rights of all parties involved [1][6]. Group 2: Regulatory Context - The new standard, titled "Basic Requirements for Delivery Platform Service Management," was issued by the State Administration for Market Regulation to address irrational competition and insufficient protection of delivery personnel's rights in the food delivery industry [2][7]. - The standard focuses on four key areas: merchant management, pricing and promotional behavior, labor management, and dispute resolution, aiming to enhance accountability and transparency within the industry [3][8]. Group 3: Expected Outcomes - The implementation of the standard is expected to improve service quality, enhance consumer rights protection, and shift platforms' focus from merely pursuing traffic to prioritizing service quality and user experience, contributing to sustainable industry development [4][9]. - The standard serves as a significant regulatory measure that provides a scientific basis for market supervision, promotes industry self-discipline, and fosters a fair competitive environment, which is crucial for the high-quality development of the platform economy [10].

Group 1 - The core viewpoint of the article highlights Meituan's Q3 revenue of 95.5 billion yuan, which represents a 2.0% increase from 93.6 billion yuan in the same quarter of the previous year [4] - Meituan reported an operating loss of 14.1 billion yuan for Q3, contrasting with an adjusted net profit of 12.8 billion yuan in the same period last year [4] - The market had anticipated a loss of 13.96 billion yuan, indicating that the actual loss exceeded expectations [4] Group 2 - The core local business segment experienced a significant decline in operating profit, turning into an operating loss of 14.1 billion yuan due to intensified competition in the food delivery industry [4] - Adjusted net loss for the quarter was 16.01 billion yuan, compared to an adjusted net profit of 12.83 billion yuan in the same quarter last year [4]