国家整治外卖平台价格战

China Moves to Rein in Food Delivery Price Wars
中国整治外卖平台价格战

China has launched an investigation into intense competition among major food delivery platforms, including those run by Meituan, Alibaba, and JD.com, to curb damaging price wars. Regulators said excessive subsidies and cutthroat pricing have eroded profits, hurt the real economy, and added to deflationary pressure, as consumer prices ended 2025 flat year-on-year. The probe aims to ensure fair competition and promote reasonable pricing in the fast-growing instant retail sector, where goods are often delivered within an hour. Fierce rivalry has cost tech giants billions and pushed Meituan into its first quarterly loss since 2022. Both Meituan and Alibaba said they support the investigation and will cooperate fully.

中国已启动对美团、阿里巴巴、京东等主要外卖平台激烈竞争的调查，以遏制破坏性的价格战。监管机构表示，过度补贴和低价竞争侵蚀了企业利润，挤压了实体经济，并加剧通缩压力，2025年消费者价格同比持平。此次调查旨在维护公平竞争，推动即时零售领域形成合理定价，该领域商品通常在一小时内送达。激烈竞争已让科技巨头投入数十亿美元，并使美团出现自2022年以来的首次季度亏损。美团和阿里均表示欢迎调查并将全力配合。

美团外卖骑手