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抖音发狠了 大批商家饭碗被砸

李松月 2026-06-29 09:53
李松月 2026/06/29 09:53

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本次文章核心干货是抖音电商禁售餐饮制售类食品的相关规则,以及对普通消费者的影响,具体如下:

1. 规则明确:本次仅禁售抖音电商体系(开店、挂小黄车、直播卖货)的餐饮制售食品,抖音本地生活的团购业务不受影响,预包装食品也不受影响。明确列出四类重点禁售品类,分别是冷加工糕点、热食、冷食生食、自制饮品。

2. 平台管控力度:平台明确禁止错放类目、提供虚假资质、发布虚假信息三种违规规避行为,制定了从商品下架、停业整顿到清退店铺、冻结货款的阶梯处罚,管控力度极强。

3. 对消费者的影响:本次禁售属于利好消费者的洗牌,会清退钻空子的违规商家,流量会向守规矩的商家集中,消费者可以获得更好的消费体验,想要买现制食品可以转到抖音团购板块购买。

本次抖音禁售餐饮制售食品的新规,给食品品牌商明确了新的合规要求和发展方向,具体如下:

1. 渠道布局调整:抖音电商体系全面禁止餐饮制售食品销售,品牌商若要布局抖音的现制食品业务,只能转入抖音本地生活团购体系,以售卖消费券的方式开展业务,不能直接在电商渠道开店卖货。

2. 合规要求升级:当前监管和平台都把食品安全作为红线,错放类目、伪造资质等违规操作已经被提前堵死,违规会面临严厉处罚,品牌商必须严格遵守资质合规要求,不能抱有侥幸心理。

3. 行业机会:现制食品线上是万亿级增长赛道,本次清退违规商家后,流量会向合规品牌集中,品牌商只要调整好渠道布局适配规则,就能获得更大的发展空间。

本次抖音出台的禁售政策,对做现制食品的卖家影响直接,核心干货包括规则、影响和应对方向,具体如下:

1. 政策核心内容:抖音电商体系禁售所有餐饮制售食品,本地生活团购业务不受影响,明确四类重点禁售品类,错放类目、虚假资质、虚假宣传三种违规行为都会被重罚,处罚分为三档,轻则商品下架,重则店铺清退、冻结货款佣金。

2. 转型方向:原本在抖音电商做现制食品(比如生日蛋糕)的卖家,有三个可行转型方向:转战其他电商平台、转入抖音本地生活团购业务、回归线下实体经营。

3. 风险与机会:当前食品电商监管整体趋严,违规商家会被清退,合规卖家可以获得更多流量倾斜,卖家必须坚守食品安全底线,合规经营才能长期生存。

本次抖音禁售政策,给食品生产工厂的产品布局和数字化发展带来不少启示,具体如下:

1. 产品生产方向:本次禁售仅针对餐饮制售类现做食品,符合标准的预包装食品完全不受影响,工厂可以加大符合资质标准的预包装食品的生产布局,避开现制食品线上销售的合规风险。

2. 商业机会:本次抖音禁售清退了大量不合规的现制食品商家,合规预包装食品的线上市场空间会进一步扩大,工厂可以对接合规品牌和电商卖家,输出符合资质要求的标准化产品,获取更多订单。

3. 电商转型启示:当前线上食品电商的合规要求越来越高,工厂想要推进数字化、布局电商渠道,必须提前适配平台和监管的合规要求,提前做好资质审核和品控,才能规避风险,实现长期发展。

本次抖音禁售事件,反映了直播电商食品行业的新趋势,也给服务商带来了新的业务机会,具体如下:

1. 行业发展趋势:当前直播电商食品行业的监管已经从事后处罚转向源头拦截,合规要求持续升级,食品安全已经成为不可触碰的红线,平台和商家的合规需求正在快速增长,行业整体进入合规转型期。

2. 客户核心痛点:现制食品线上销售长期存在食品安全风险高、资质审核难、责任追溯难、消费者维权难等痛点,原有销售模式已经无法适配新的监管要求,广大卖家和平台都需要专业服务解决合规和转型问题。

3. 业务方向:服务商可以围绕行业转型需求,开展食品商家资质合规咨询、卖家渠道转型对接、本地生活团购运营服务等相关业务,抓住行业合规转型的红利。

抖音本次禁售餐饮制售食品的操作,给各大平台商带来了运营管理和风险规避的重要启示,具体如下:

1. 政策要求明确:国家已经正式出台《直播电商经营者落实食品安全主体责任监督管理规定》,明确了禁售食品清单,将平台、主播、MCN等全链条主体都纳入监管,要求平台落实主体责任,不能推卸责任,合规已经成为平台运营的核心前提。

2. 风险规避经验:现制食品线上销售存在问题多发、责任追溯难、消费者维权难等问题,当合规成本超过增长收益时,源头拦截式禁售是有效降低平台风险的合理选择,抖音的操作给其他平台提供了参考。

3. 运营管理启示:平台需要提前堵上色放类目、伪造资质等常见违规漏洞,建立阶梯式的处罚机制,同时可以区分不同业务体系的规则,像抖音一样区分电商和本地生活团购,既管控风险,也保留合理的业务空间。

本次抖音禁售餐饮制售食品事件,反映了直播电商食品行业的最新产业动向,具备多方面的研究价值,具体如下:

1. 产业新动向:当前直播电商食品行业监管落地节奏明显加快,从国家出台新规,到地方执法查处违规案例,再到平台主动落地管控措施,行业已经进入强监管的合规发展阶段,抖音主动放弃万亿级现制食品赛道的部分交易,体现了行业合规优先的新发展逻辑。

2. 行业新问题:现制食品线上销售存在资质审核走过场、食品安全风险高、责任划分不清、追溯难度大、消费者维权难等系统性问题,原有模式存在底层漏洞,亟待探索新的解决方案。

3. 政策与商业模式启示:强监管环境下,直播电商食品行业的商业模式必须向合规化调整,平台需要平衡商业增长和风险管控,食品安全已经成为行业发展的核心底线,行业发展逻辑已经从追求增长速度转向追求合规长期发展。

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Quick Summary

This article breaks down Douyin E-commerce's new ban on restaurant-prepared food products and what it means for consumers:

1. Clear scope: The ban only applies to restaurant-made food sold through Douyin's main e-commerce system – including stores, "Yellow Cart" product links, and live-stream sales. Douyin's local life group-buying business and pre-packaged food products remain unaffected. Four high-priority categories are explicitly banned: cold-processed pastries, hot prepared food, cold and raw prepared food, and homemade beverages.

2. Strict enforcement: The platform bans three common workarounds: mislabeling product categories, submitting false qualification documents, and posting misleading information. Penalties are tiered, ranging from product delisting and business suspension to store removal and fund freezing, demonstrating exceptionally strict oversight.

3. Impact on consumers: This ban is a market consolidation that benefits shoppers. It will eliminate non-compliant sellers that exploited regulatory loopholes, redirect traffic to rule-abiding businesses, and improve overall consumer experience. Consumers looking for freshly prepared food can still purchase it via Douyin's local group-buying section.

Douyin's new ban on restaurant-prepared food sets new compliance requirements and strategic directions for food brands, as outlined below:

1. Channel layout adjustment: The sale of restaurant-prepared food is completely prohibited on Douyin's core e-commerce platform. Brands looking to offer freshly prepared food on Douyin must move to the platform's local life group-buying system and operate via selling consumption vouchers, rather than opening a direct e-commerce store.

2. Heightened compliance standards: Food safety is now a non-negotiable red line for both regulators and the platform. Common workarounds such as mislabeling product categories and falsifying qualifications have been explicitly blocked, and violations carry severe penalties. Brands must strictly adhere to qualification requirements and cannot rely on侥幸 practices.

3. New industry opportunities: Online freshly prepared food is a trillion-RMB growth market. After the elimination of non-compliant sellers, traffic will concentrate on compliant brands. Brands that adjust their channel layout to align with the new rules will gain access to greater long-term growth opportunities.

Douyin's new ban has a direct impact on sellers of freshly prepared food. The key takeaways on rules, impacts and response strategies are as follows:

1. Core policy details: The ban covers all restaurant-prepared food sold on Douyin's main e-commerce platform, while local life group-buying operations remain unaffected. Four core categories are explicitly banned, and three violations – mislabeling categories, falsifying qualifications, and false advertising – face heavy penalties. Penalties are tiered: minor violations result in product delisting, while severe violations lead to store removal and freezing of funds and commissions.

2. Viable transition paths: Sellers currently offering freshly prepared food (such as birthday cakes) on Douyin e-commerce have three practical options: move operations to other e-commerce platforms, transition to Douyin's local life group-buying business, or return to offline physical retail.

3. Risks and opportunities: Regulation of online food sales is tightening across the industry. Non-compliant sellers will be pushed out of the market, while compliant operators will benefit from increased traffic allocation. Sellers must adhere to food safety standards and operate compliantly to survive long-term.

Douyin's ban on restaurant-prepared food offers key insights for food manufacturers on product strategy and digital transformation, outlined below:

1. Adjust production focus: The ban only targets freshly prepared restaurant-made food. Compliant pre-packaged food remains completely unaffected. Manufacturers can expand production of qualified pre-packaged food to avoid the compliance risks associated with online sales of freshly prepared food.

2. New commercial opportunities: The ban has eliminated a large number of non-compliant freshly prepared food sellers, opening up more online market share for compliant pre-packaged goods. Manufacturers can partner with compliant brands and e-commerce sellers to supply standardized, qualified products and win more orders.

3. Insights for e-commerce transformation: Compliance requirements for online food sales are growing increasingly strict. Manufacturers looking to digitize and expand into e-commerce must align with platform and regulatory compliance requirements in advance, and complete qualification reviews and quality control upfront to mitigate risks and achieve long-term growth.

Douyin's ban signals new industry trends for livestream e-commerce food sales and creates new business opportunities for service providers, as detailed below:

1. New industry trajectory: Regulation of the livestream e-commerce food sector has shifted from post-violation punishment to pre-sale source control. Compliance requirements continue to tighten, and food safety is now an untouchable red line. Demand for compliance services from platforms and sellers is growing rapidly, and the entire industry is entering a phase of compliance-focused transition.

2. Core pain points for clients: Online sales of freshly prepared food have long suffered from systemic issues: high food safety risks, difficult qualification verification, poor traceability, and challenging consumer rights protection. Existing sales models can no longer meet new regulatory requirements, and sellers and platforms alike need professional support to address compliance and transition challenges.

3. New business directions: Service providers can capitalize on industry transition demand by offering targeted services including compliance consulting for food sellers, channel transition matchmaking, and local life group-buying operational support, to capture growth from the industry's compliance transformation.

Douyin's decision to ban restaurant-prepared food offers key lessons for other platform operators on risk management and operations, as follows:

1. Clear regulatory requirements: China has officially issued the *Supervision and Administration Provisions on Implementation of Food Safety Main Responsibility by Live Streaming E-commerce Operators*, which explicitly lists prohibited food categories and brings all links of the supply chain – including platforms, streamers and MCN agencies – under regulation. The rules require platforms to take primary responsibility rather than shifting blame, making compliance a core prerequisite for platform operations.

2. Risk mitigation lessons: Online sales of freshly prepared food are prone to recurring problems, with poor traceability and challenging consumer rights protection. When compliance costs outpace growth benefits, a source-control ban is a reasonable, effective approach to reduce platform risk, and Douyin's move sets a clear reference for other platforms.

3. Operational takeaways: Platforms need to proactively block common loopholes such as mislabeled categories and falsified qualifications, and establish a tiered penalty system. They can also set separate rules for different business lines – like Douyin's separation of core e-commerce and local life group-buying – to control risks while retaining space for legitimate business.

Douyin's ban on restaurant-prepared food reflects the latest industry shifts in the livestream e-commerce food sector and offers multifaceted research value:

1. New industry dynamics: Regulatory implementation for the livestream e-commerce food industry has accelerated significantly. From the release of national regulations, to local enforcement against non-compliant cases, to proactive platform implementation of control measures, the industry has entered a phase of compliance-focused development under strict regulation. Douyin's move to cede partial access to the trillion-RMB freshly prepared food market demonstrates the industry's new compliance-first development logic.

2. Unresolved systemic issues: Online sales of freshly prepared food face deep-seated structural problems, including perfunctory qualification checks, high food safety risks, unclear responsibility allocation, poor traceability, and challenging consumer rights protection. The existing operating model has fundamental flaws that require new solutions.

3. Implications for policy and business models: Under the new strict regulatory environment, business models in the livestream e-commerce food industry must adjust to prioritize compliance. Platforms need to strike a balance between commercial growth and risk control. Food safety has become the non-negotiable bottom line for the industry, and the core development logic has shifted from prioritizing growth speed to prioritizing compliant, long-term development.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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规矩立下了,谁也别想钻空子。

出品 | 电商头条 作者 |李松月

从今以后,抖音上再也刷不到生日蛋糕了。

还有火锅、烧烤、小龙虾、柠檬鸡爪、生腌海鲜,跟着一起消失。

不是没人买,是平台不敢卖了。

抖音这次动真格了

近日,抖音电商发布公告,宣布强化食品类商品管理规范,全面禁售餐饮制售类食品。

所谓餐饮制售类食品,通俗点说,就是餐厅、奶茶店、蛋糕店里现做现卖的那些东西,做好了直接交到消费者手里,或者通过外卖送出去。

但如果是预包装食品,比如方便面、瓶装饮料、冷冻水饺这些,完全不受影响。

需要厘清的是,这次封禁的是“电商”,不是“团购”。这是两套独立的业务体系,规则完全不同。

抖音电商,也就是商家在抖音上开店、发短视频挂小黄车、直播卖货的那套体系,如今禁止售卖现做食品。而抖音的团购页面里,例如奶茶、北京烤鸭等团购,属于抖音“本地生活”业务,本质上卖的是消费券,需要转到其他外卖链接或平台进行验券消费,所以团购页面的现做食品依旧可以买到。

抖音电商发布的公告中,有四类现做食品被单独列出予以强调。

第一类是冷加工糕点,例如各类蛋糕。第二类是热食,例如现炒菜肴、火锅、烧烤等。第三类是冷食生食,例如水果捞、蔬菜沙拉、生食三文鱼等。第四类是自制饮品,例如咖啡、奶茶等。

这四类食物都涉及现场制作、及时配送、温控保存等要求,存在较高的履约和食品安全风险,因此被公告重点说明,要求商家及达人及时自查,立即下架,停止销售及推广。

抖音这次态度很强硬,列了一系列处罚措施,从轻到重层层递进。第一档处罚有商品下架、商品封禁、限制发布及推广商品。回收类目经营权限、停业整顿,这是第二档。店铺清退、关闭商品分享权限、冻结货款和佣金,这是第三档。

除此之外,平台还特别点名了三种规避手段。错放类目,把现制食品塞到别的类目里偷偷卖。提供虚假资质信息,伪造证照蒙混过关。发布虚假或混淆信息,把蛋糕说成预包装食品。以上三种手段一旦被发现,照罚不误。这些不良商家常用的伎俩直接被平台提前堵死,看得出来抖音这次是动真格的。

食品安全问题成为最大红线

抖音这次突然发难,实在是被现实逼到了墙角。

今年3月,《2026年直播电商消费者满意度调查报告》数据显示,49.27%的消费者认为“商品假冒伪劣或以次充好是直播电商最突出的问题”,35.80%反映存在虚假宣传或夸大功效问题。

在这之中,食品是问题高发区。去年仅广州一个城市,涉及市场监管部门职能的食品类投诉举报就超过18万件,位居商品类投诉前列。山东临沂的食品类投诉更是占了商品类受理量的43.7%,高居首位。去年全国范围内的电商食品类投诉中,超过四成涉及货不对板、食材不新鲜、无证经营和虚假宣传。

可见消费者在享受食物带来的“即时满足”时,生产它的“厨房”是否安全,似乎成了一个被遗忘的问题,也是难以查证的问题。

据报告数据,62.39%的消费者在维权时遇到“各方责任不清、互相推诿”的情况,43.21%面临“证据固定难”的问题,35.02%觉得“平台投诉流程复杂、处理效率低”。

这些数据揭露了一个血淋淋的现状,那就是现在的电商食品安全问题亟待解决,刻不容缓。现制食品从制作到配送链路较长,涉及平台、商家、骑手三个环节,而且这类食品本身就容易在食品安全上出问题。一旦出事,消费者找主播,主播推商家,商家推平台,谁也不认账,责任追溯十分困难。

最终,抖音选择了“一刀切”这种管控手段,舍弃掉这块烫手山芋,将责任风险降至最低。但不得不说,抖音这次主动放弃的,是一条万亿级的商业赛道。

艾媒咨询数据显示,去年中国烘焙食品零售市场规模达到6621.5亿元,今年预计冲到7131亿元,2028年有望突破8000亿。生日蛋糕、提拉米苏、千层蛋糕这些冷加工糕点,正是线上烘焙增长最快的品类,如今却被全面封禁。

现制饮品市场规模今年增速有望达到22%以上。咖啡、奶茶、鲜榨果汁,这些平时在抖音电商上销量不低的品类,也全部在禁售范围内。

去年中国在线餐饮外卖市场规模达到17469亿元,今年预计突破18503亿元。现炒菜肴、火锅、烧烤、小龙虾,这些外卖订单里的绝对主力,全在抖音这次禁售的热食类清单上。

虽然抖音不是外卖平台,但现制食品在它电商生态里已经占了一席之地。这次禁售,等于主动退出了一个万亿级赛道中的部分交易,也会有大量商家因此受到影响。

就拿生日蛋糕这个品类来说,它几乎是冷加工糕点里电商化程度最高的品类,不少烘焙店已经跑通了短视频种草加直播下单的模式,用户刷到视频直接下单,同城配送当天到家。这条路被一刀切断之后,卖生日蛋糕的烘焙店要么转战其他平台,要么转向团购业务,要么放弃电商渠道,老老实实回归线下。

但站在消费者视角来说,这次禁售会是一次利好消费者的行业大洗牌。红线收紧,流量效应减弱,那些靠钻空子低价抢单的商家会被清退,流量和订单会向守规矩的商家集中,消费者因而更够获得更好的消费服务体验。

清理不良商家,国家在行动

2025年12月28日,国家市场监管总局以第120号令公布了《直播电商经营者落实食品安全主体责任监督管理规定》,2026年3月20日起正式施行。规定明确列出了13类不得直播经营的食品,相当于给直播带货划了一份禁售清单。

规定还把直播电商平台、直播间运营者、主播、MCN机构全部纳入监管范围,一个都跑不掉。市场监管总局相关工作人员指出,平台不能以主播信口开河、平台束手无策等说辞推卸责任。

新规落地后,执法案例很快就来了。今年4月,湘潭县市场监管局查处了一起案子。某抖音团购店铺销售千层卷、提拉米苏、奶油蛋糕等多款冷加工糕点甜品,但它的食品经营许可证核准项目里根本没有冷加工糕点制售,涉嫌违法被立案调查。这个案子成了新规落地后的典型样本。

在电商行业内部,今年4月还发生了一件更大的事。市场监管总局对拼多多、美团、京东、饿了么、抖音、淘宝、天猫等七家电商平台开出幽灵外卖罚单。大量店铺没有实体门店,租个证照就在平台上卖现制食品,出事了关店跑路,换个马甲继续干。幽灵外卖事件暴露出的是现制食品在平台监管中的系统性漏洞,即资质审核走过场,出了问题追溯难的问题。

因此可以把抖音这次的新规,定性为从事后处罚转向源头拦截的关键升级。从3月新规施行,到4月执法案例和幽灵外卖处罚,再到6月抖音“一刀切”禁售,政策落地的节奏正在加快,平台行动的速度也必须加快,这是整个行业在监管重压下不得不面对的考验。

面对这场考验,“全面禁售”是抖音电商交出的答卷,这说明合规成本已经超过了增长收益,于是选择主动退出,规避风险,称得上明智。

对所有平台和商家来说,食品安全是底线,是老百姓的生命线,任重而道远。它从来不是比谁跑得快,而是比谁守得住。只有把这道防线夯实了,消费者才敢放心下单,生意才经得起时间考验。

注:文/李松月,文章来源:电商头条(公众号ID:ecxinwen),本文为作者独立观点,不代表亿邦动力立场。

文章来源:电商头条

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