美团在财报中称二季度经营利润大幅下滑源于“外卖行业的非理性竞争”。在过去几个月外卖市场的竞争强度到底有多大？北京大学政府

智通财经2025-08-29

美团在财报中称二季度经营利润大幅下滑源于“外卖行业的非理性竞争”。在过去几个月外卖市场的竞争强度到底有多大？北京大学政府管理学院教授马亮表示外卖市场的恶性竞争看似让消费者“薅羊毛”实则不利于市场秩序、社会发展与生态环境保护。参与补贴大战的平台企业投入巨大相关商家利润受损忙于接单的员工和骑手受到不确定性的冲击而消费者也要面临未来“羊毛出在羊身上”的风险。与此同时大量低价乃至零元外卖的推出制造了海量...

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