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內地近二十省市餐協發文呼籲外賣平台停止「內捲式」競爭
據內媒報道,過去一周,據不完全統計,從今年五月開始至今,陸續已有湖北、陝西、雲南、福建、山東、廣西、山西、新疆以及北京、青島、大連、深圳、珠海、重慶、大同、遵義、濟南、洛陽等超過10個省、市及自治區的餐飲行業協會陸續發布倡議書,呼籲阿里巴巴-SW(09988.HK)(BABA.US)旗下淘寶閃購及餓了麼、美團-W(03690.HK)(MPNGY.US)及京東-SW(09618.HK)(JD.US)外賣平台停止「內捲式」競爭,立即停止非理性補貼,取消低於成本價補貼活動,禁止強制攤派補貼,轉向高質量發展,明確補貼上限與賬期保障等。 相關倡議書均指,今年年初某外賣入局餐飲行業後,率先通過「百億補貼」等活動,挑起餐飲行業內捲式競爭,另一外賣平台隨後推500億元人民幣(下周)補貼,導致行業內捲加劇。而近期又有外賣平台加入補貼大戰讓戰火蔓延。各大平台以「滿18減18」及「免單卡」等過度補貼及超低價促銷等方式開展「價格內捲式」競爭,侵蝕行業健康發展的根基,嚴重違背國家反內捲政策導向。 山東省、重慶市及深圳市等多地行業協會在倡議書中強調,這種「內捲式」競爭已引發餐飲行業系統性風險,形成平台、商戶及消費者多方受損的「多輸」困局。 國家市場監管總局上周五(18日)約談餓了麼、美團及京東三家平台企業,要求相關平台企業進一步規範促銷行為,理性參與競爭,共同構建消費者、商家、外賣騎手和平台企業等多方共贏的良好生態,促進餐飲服務行業規範健康持續發展。
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