币圈半边天
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A single document stirs a trillion-dollar market! The State Administration for Market Regulation teams up with four major national departments — the Ministry of Civil Affairs, the Cyberspace Administration, the Ministry of Human Resources and Social Security, and the Ministry of Commerce — to collectively interview the three major delivery giants: Meituan, Ele.me, and JD.com. This document, less than 500 words, actually hides three sharp swords:
First Sword: The Mystery of Platform Ranking The interview list breaks the 'Meituan vs. Ele.me' duopoly for the first time, with JD.com named first. This is by no means a simple listing — every word in a central document is a strategic signal! Combining this with delivery market share data (Meituan 65% vs. Ele.me 32% vs. JD.com Home Delivery 2.3%), it is clearly a direct warning against aggressive competition like 'predatory pricing'.
Second Sword: The Closed Loop of Functions of Four Departments • State Administration for Market Regulation: The 'ghost delivery' blacklist is included in the interview agenda for the first time. A 'black kitchen' in a certain area of Hangzhou was just exposed by CCTV last month • Ministry of Civil Affairs: The resolution of the five insurances and one fund for 80 million delivery riders is imminent; previously, social security contribution rates for delivery stations in Shanghai were less than 7% • Cyberspace Administration: The '1 yuan milk tea war' has revealed the signs of online water armies, with one platform’s false positive review rate as high as 42% • Ministry of Human Resources and Social Security: Merchants' commission deductions conceal mysteries, with some restaurant owners exposing that ultra-low delivery fees are actually a way to shift social security costs.
Third Sword: The Implicit and Explicit Messages in the Document • The phrase 'effectively maintain' carries heavy weight — complaints from users on a certain platform surged by 130% last year, with food safety disputes accounting for 67% • The six words 'regulate health and order' lock in three major red lines: the speeding accidents of riders behind an average of 80 million daily orders, the 'choose one of two' hidden rules among a million merchants, and the black workshop industry chain spawned by bidding rankings • The People's Daily's 'correction' sets the tone: marketing expenses for a leading platform surged by 40% in the third quarter, yet the real subsidy conversion rate dropped below 5%.
This rectification storm has long been traceable. From the beginning of the year’s pilot in Shenzhen monitoring the 'destruction rate of delivery seal' to Chengdu's first promotion of 'rider station work injury insurance', a policy combination has quietly unfolded. The most significant new policy draft on 'transparency of platform economic algorithms' has entered the opinion collection stage and may completely rewrite the industry rules.
At the crossroads of platform economy, this game related to the food security of 1.4 billion people is deepening.
First Sword: The Mystery of Platform Ranking The interview list breaks the 'Meituan vs. Ele.me' duopoly for the first time, with JD.com named first. This is by no means a simple listing — every word in a central document is a strategic signal! Combining this with delivery market share data (Meituan 65% vs. Ele.me 32% vs. JD.com Home Delivery 2.3%), it is clearly a direct warning against aggressive competition like 'predatory pricing'.
Second Sword: The Closed Loop of Functions of Four Departments • State Administration for Market Regulation: The 'ghost delivery' blacklist is included in the interview agenda for the first time. A 'black kitchen' in a certain area of Hangzhou was just exposed by CCTV last month • Ministry of Civil Affairs: The resolution of the five insurances and one fund for 80 million delivery riders is imminent; previously, social security contribution rates for delivery stations in Shanghai were less than 7% • Cyberspace Administration: The '1 yuan milk tea war' has revealed the signs of online water armies, with one platform’s false positive review rate as high as 42% • Ministry of Human Resources and Social Security: Merchants' commission deductions conceal mysteries, with some restaurant owners exposing that ultra-low delivery fees are actually a way to shift social security costs.
Third Sword: The Implicit and Explicit Messages in the Document • The phrase 'effectively maintain' carries heavy weight — complaints from users on a certain platform surged by 130% last year, with food safety disputes accounting for 67% • The six words 'regulate health and order' lock in three major red lines: the speeding accidents of riders behind an average of 80 million daily orders, the 'choose one of two' hidden rules among a million merchants, and the black workshop industry chain spawned by bidding rankings • The People's Daily's 'correction' sets the tone: marketing expenses for a leading platform surged by 40% in the third quarter, yet the real subsidy conversion rate dropped below 5%.
This rectification storm has long been traceable. From the beginning of the year’s pilot in Shenzhen monitoring the 'destruction rate of delivery seal' to Chengdu's first promotion of 'rider station work injury insurance', a policy combination has quietly unfolded. The most significant new policy draft on 'transparency of platform economic algorithms' has entered the opinion collection stage and may completely rewrite the industry rules.
At the crossroads of platform economy, this game related to the food security of 1.4 billion people is deepening.
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