6月17日，京东集团董事局主席刘强东在北京的一场分享会上，对包括观察者网在内的媒体证实，京东 将进军酒店旅游业，供应链做到一脉相承，并强调有信心成功。 刘强东表示，酒店背后也是庞大的成本很高的供应链，前端是消费者。"我们进入工业，就把整个工业 品，叫非生产性主料，原来的行业平均毛利是60%，京东工业只需要20%就可以做，也就能够把我们客 户成本降三分之二。" 刘强东说，"我想我们能够成功的。如果你不能够给行业创造价值，别人（平均毛利）60%，你也 60%，你其实没有创造价值，这种商业模式终究会输。" 他表示，"整个京东集团只做供应链这一件事情，一脉相承，这是我们的逻辑"。 在便利店成功之后，京东第二步是做餐饮、做外卖，然后第三步是做酒旅。 "其实都为了背后的供应链去做铺垫的，"刘强东表示，京东做餐饮不会让餐饮店去选边站，也没有任何 平台有能力让商家2选1，那么"比拼还是看谁的价格低，谁的服务好，谁的品质好。" 刘强东说，京东定义的体验包括三方面，即产品，价格和服务。"所以我们所有的商业模式，都是争取 产品比你更好、价格比你更便宜，然后服务比你更好。""这是整个京东电商 21 年以来，大家能在京东 买东西，就因 ...

Core Viewpoint - The article discusses the challenges posed by "involutionary" competition in the platform economy, particularly in the food delivery sector, highlighting the need for regulatory intervention to promote healthy competition and sustainable development [2][3][4]. Group 1: Current State of Competition - The rapid expansion of the platform economy has led to practices such as "choose one from two" and price wars, resulting in resource waste and unhealthy competition [2]. - Since April 2025, a new round of subsidy and price wars has emerged in the food delivery sector, affecting over 10 million delivery riders and involving millions of restaurants, making it a priority for regulatory action against "involution" [2][3]. Group 2: Impact on Industry Stakeholders - The reliance on high subsidies among platform companies has created a competitive environment that negatively impacts merchants, consumers, and delivery riders, leading to economic fluctuations and resource waste [4][5]. - Large brand merchants can absorb short-term low margins to gain market share, while small merchants face a dilemma of either matching subsidies or risking loss of visibility on platforms, potentially leading to closures [5][6]. Group 3: Long-term Sustainability Challenges - The current competition has led to irrational and homogeneous expansion in supply, particularly in the beverage sector, with a 37.5% increase in new openings in May 2025 compared to April [6]. - Continuous high subsidies are altering consumer price perceptions, leading to a cycle of low-price and low-quality offerings, which could harm the overall market and consumer trust [7][8]. Group 4: Recommendations for Healthy Development - Regulatory bodies are encouraged to implement measures to halt unfair competition driven by high subsidies, including penalties for platforms engaging in such practices [8][9]. - Strengthening the regulatory environment to combat false advertising and other market-distorting behaviors is essential for maintaining fair competition [9]. - Encouraging platforms to focus on innovation and global expansion rather than low-quality competition is vital for the long-term stability of the industry [9].