近日，国家市场监督管理总局再次就外卖平台‘补贴大战’发声，强调平台经济应坚持公平竞争、防止资本无序扩张。近年来，部分外卖平台为争夺市场份额，通过高额补贴吸引用户和骑手，虽短期内刺激了消费，但也引发恶性竞争、扰乱市场秩序等问题。市监总局指出，此类行为可能构成不正当竞争，甚至涉嫌垄断，损害中小商家利益和消费者长远福祉。监管部门将加强对平台补贴行为的合规审查，推动行业从‘烧钱换流量’向高质量服务转型。同时，鼓励平台通过技术创新、提升配送效率和优化用户体验来增强竞争力，而非依赖资本优势挤压对手。此举旨在构建更加健康、可持续的平台经济生态，保障各方合法权益。
Recently, China’s State Administration for Market Regulation (SAMR) once again addressed the ongoing ‘subsidy war’ among food delivery platforms, emphasizing that the platform economy must uphold fair competition and prevent disorderly expansion of capital. In recent years, some delivery platforms have used aggressive subsidies to attract users and riders in a bid to capture market share. While this has temporarily boosted consumption, it has also triggered cutthroat competition and disrupted market order. SAMR warned that such practices may constitute unfair competition or even monopolistic behavior, harming the interests of small and medium-sized merchants and consumers’ long-term well-being. Regulators will intensify compliance reviews of subsidy-related activities and encourage the industry to shift from ‘burning money for traffic’ toward high-quality service. Platforms are urged to enhance competitiveness through technological innovation, improved delivery efficiency, and better user experiences—rather than leveraging financial dominance to squeeze out rivals. This move aims to foster a healthier, more sustainable platform economy that protects the rights and interests of all stakeholders.
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