Recently, China’s State Administration for Market Regulation announced a special investigation into the competitive landscape of food delivery platforms. The probe aims to assess whether major platforms such as Meituan and Ele.me have engaged in practices like abuse of dominant market position, unfair competition, or forcing merchants into exclusivity agreements (commonly known as ‘choose-one-of-two’ policies). As the local services market has expanded rapidly in recent years, food delivery platforms have become crucial intermediaries between consumers and restaurants. However, they have also drawn widespread criticism over issues including excessively high commission fees, anti-competitive exclusivity clauses, and algorithm-driven exploitation of delivery riders. This official intervention not only addresses public concerns but also signals regulators’ resolve to strengthen antitrust enforcement in the platform economy and uphold fair competition. The findings could lead to improved industry regulations, better balance the interests of platforms, merchants, riders, and consumers, and ultimately support the healthy and sustainable development of the digital economy.
近日，中国国家市场监督管理总局宣布将对外卖平台市场竞争状况展开专项调查。此举旨在评估主要平台如美团、饿了么等是否存在滥用市场支配地位、实施不正当竞争或限制商家多平台经营等行为。近年来，随着本地生活服务市场的快速发展，外卖平台在连接消费者与餐饮商户方面扮演了关键角色，但同时也引发了关于佣金过高、‘二选一’排他协议以及算法压榨骑手等问题的广泛争议。此次官方介入，不仅回应了社会关切，也体现了监管部门强化平台经济反垄断、维护公平竞争秩序的决心。调查结果或将推动行业规则优化，促进平台、商家、骑手与消费者多方利益的平衡，进一步推动数字经济健康可持续发展。
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