新华社点名！千亿补贴烧出内伤，平台内卷没有赢家

21世纪经济报道04-28

新华网28日发表文章《“赔本赚吆喝”：千亿补贴下的“多输”困局》。一场烧了近千亿的外卖大战终于在监管的密集出手下走向降温，阿里、京东、美团财报集体“失血”：阿里净利润大降67%，京东新业务巨亏466亿，美团全年亏超230亿。规模越扩越大，利润越亏越惨，妥妥的赔本赚吆喝。　　而这场无序内卷，更是坑惨了整条产业链：八成餐饮商家利润下滑，近四成被迫换低价原料，食品安全投诉暴涨；骑手单量暴增、收入不涨、...

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