社区团购平台与快递驿站独家合作的反垄断法律风险分析

Antitrust Legal Risk Analysis of Exclusive Partnerships between Community Group Buying Platforms and Courier Stations

摘要: 在当前的互联网+模式下，社会团购经济蓬勃兴起，传统的线下自提与线上经济相结合，迅速发展，如“多多买菜”、“美团优选”等业务。随着电商经济的不断壮大，快递行业也迎来了高速发展期。以菜鸟裹裹为代表的快递驿站，在一定程度上承担了团购商品的收发功能。社区团购平台迅速与线下自提点展开合作，其中最具代表性的是阿里巴巴旗下淘菜菜平台与菜鸟驿站签订的独家合作协议。在这种合作模式下，社区团购平台通过与快递驿站签订独家合作协议，与驿站经营者达成独家零售的模式，实质上占用了原先物流行业所拥有的市场份额，这种行为可能构成滥用市场支配地位，从而造成竞争损害。

Abstract: Under the current “Internet+” model, the community group buying economy has flourished, with traditional offline pick-up points integrating with online economic activities to achieve rapid development, as evidenced by platforms such as “Duoduo Maicai” and “Meituan Youxuan”. Concurrently, the continuous expansion of e-commerce has driven substantial growth in the courier industry. Courier stations, exemplified by Cainiao Guoguo, have partially assumed the role of handling the distribution and retrieval of group-purchased goods. Community group buying platforms have swiftly established collaborations with offline pick-up points, with a notable example being the exclusive cooperation agreement between Alibaba’s Taocaicai platform and Cainiao Stations. Under such partnership models, these platforms enter into exclusive agreements with courier station operators, effectively creating exclusive retail arrangements. This practice may substantially capture market share previously held by the logistics industry, potentially constituting an abuse of market dominance and resulting in anticompetitive harm.