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红黄蓝三家营销费用激增 战略性亏损Q3或将继续相伴
Mei Ri Shang Bao· 2025-09-02 22:14
Core Insights - The recent Q2 financial reports from major companies like JD, Meituan, Alibaba, and Pinduoduo reveal a significant focus on the competitive landscape of the food delivery market, highlighting increased marketing expenditures and strategic losses due to heightened competition [2][4][5][6][7] Group 1: Financial Performance - JD's Q2 total revenue reached 356.7 billion yuan, a year-on-year increase of 22.4%, but it reported an operating loss of 900 million yuan due to increased strategic investments in new businesses, particularly food delivery [4] - Meituan's Q2 revenue was 91.84 billion yuan, up 11.7% year-on-year, but its adjusted net profit plummeted by 89% to 1.49 billion yuan, attributed to irrational competition in the food delivery sector [5] - Alibaba's Q2 net profit surged by 76% to 42.38 billion yuan, primarily driven by investment income, while its total revenue was 247.65 billion yuan, reflecting only a 2% year-on-year growth [6][7] Group 2: Marketing Expenditures - JD's marketing expenses soared by 127.6% year-on-year to 27 billion yuan, accounting for 7.6% of its revenue in Q2 [4] - Meituan's marketing spending reached 22.5 billion yuan, contributing to its profit decline [5] - Alibaba's marketing expenses increased by 62.6% to 53.18 billion yuan, with significant investments in its instant retail segment [6] Group 3: Strategic Focus and Future Outlook - JD's CEO emphasized that the food delivery business is a long-term project aimed at sustainable growth over the next five to ten years [4] - Alibaba's CEO highlighted the dual opportunities in AI and consumer sectors, with cloud business revenue growing by 26% year-on-year, driven by AI-related products [7] - The intense competition in the food delivery market is expected to continue impacting financial results in the upcoming quarters, with strategic losses likely persisting [2][7]
金融“国补”来了! 今日起上京东最高省3000元
Mei Ri Shang Bao· 2025-09-02 22:12
Core Points - JD.com has launched a new consumer subsidy program starting September 1, allowing users to enjoy interest subsidies on purchases marked with "national subsidy" [1] - The program covers over one million products and services, aiming to boost consumer spending and market activity [1] - Users can benefit from a maximum annual interest subsidy rate of 1% for single purchases under 50,000 yuan, and a maximum subsidy of 500 yuan for purchases over that amount [1] - For multiple purchases, users can stack the interest subsidies up to a total of 3,000 yuan [1] - The interest subsidy can be combined with other promotional offers on the JD platform, enhancing the overall consumer benefits [1] - The program is part of a broader initiative following the release of a notice on August 24, 2024, regarding the promotion of home appliance recycling, which also includes products eligible for both "national subsidy" and interest subsidies [1]
10月1日起纸质火车票将正式告别
Mei Ri Shang Bao· 2025-09-02 02:28
9月1日,"纸质火车票将正式退出历史舞台"话题登顶微博热搜——根据铁路部门规定,今年10月1 日起,纸质报销凭证将全面停用,由电子发票取代。这一"突如其来"的情况,勾起了不少人的情绪,有 人晒出自己珍藏的纸质火车票,有人回忆起自己和车票的故事。 事实上,火车客运的"无纸化"进程早在2018年就开始了。2018年11月,海南环岛高铁率先试点铁路 电子客票;次年7月,电子客票试点范围扩大,成渝高铁沿线13个车站被纳入其中;到了2020年6月,电 子客票在全国普速铁路推广实施,乘客可凭借有效身份证件"一证通行"。 不过,在回忆和惋惜的声音里,也有网友质疑,如果以后没了纸质车票,老年旅客会不会因为不善 操作手机,在登车时因为忘记信息而遭遇"乘车难"?别急,针对老年群体可能乘车不便的问题,铁路部 门也已经给出了解决方案。 12306客服人员表示,在纸质报销凭证停用后,旅客仍可以在车站的自助机上打印行程信息单,上 面仍然会记载有发车时间、到发车站、座位号、检票口等相关信息,以便旅客正常有序登车。 也是从那时起,乘客可拿到手的纸质车票不再是乘车凭证,它上面也出现了"仅供报销使用"几个 字。 这一变化并不是终点。去年11月1 ...
“秋老虎”预备反扑 周四重回晴热
Mei Ri Shang Bao· 2025-09-02 02:28
Group 1 - The subtropical high pressure is weakening, leading to temporary relief from high temperatures in Hangzhou, with maximum temperatures expected to drop to 34℃-35℃ [1] - Thunderstorms and strong convective weather are anticipated due to accumulated unstable energy in the atmosphere, with warnings for short-term heavy rain and strong winds [1] - The high temperature record in Hangzhou has reached 30 consecutive days, marking the second longest heatwave in observation history [2] Group 2 - A rebound in high temperatures is expected starting Thursday, with temperatures potentially reaching 37℃-40℃ across the province [2] - The summer of 2023 has been recorded as the hottest since 1961, with an average national temperature of 22.31℃ [2] - Hangzhou's high temperature streak is only surpassed by the 35-day streak from July 20 to August 23, 2022 [2]
暑期游 “热力收官”: 周边亲子游霸榜 影视打卡、品质消费掀热潮
Mei Ri Shang Bao· 2025-09-01 23:36
Group 1 - The summer tourism season in Hangzhou has concluded, with the city showing strong performance in nearby and family travel due to its ecological advantages and rich cultural experiences [2] - Hangzhou ranked as the top destination for domestic nearby travel, with over 60% of visitors coming from cities in the Yangtze River Delta, indicating a trend towards weekend short trips and leisure escapes [2] - Hotel bookings in Hangzhou increased by 17% year-on-year, driven by family travelers, with popular attractions including Lingyin Feilai Peak and West Lake [2] Group 2 - Local residents in Hangzhou are also actively traveling, with popular destinations including Shanghai, Beijing, Chengdu, and Nanjing, reflecting a mix of cross-city cultural experiences and short leisure trips [3] - The influence of film and television on tourism has become a new growth point, with significant increases in tourism orders for locations featured in popular shows, such as a 68% rise in searches for the Nalati Scenic Area in Xinjiang [5] - The integration of film and tourism is providing emotional value to travel experiences and injecting new vitality into destinations, marking it as an important growth area for the summer tourism market [5] Group 3 - The outbound tourism market has shown a strong recovery, with short-haul destinations like Japan and Thailand gaining popularity, evidenced by a 98% increase in hotel bookings in Okinawa, Japan [6] - Long-haul travel demand is also increasing, with destinations like Iceland and Greece seeing over 50% growth in orders, supported by measures to alleviate travelers' concerns about visa issues [6] - The trend of "off-peak travel" is emerging, with significant price drops for flights and hotels to popular destinations, providing high-value travel opportunities for budget-conscious travelers [7] Group 4 - The overall consumption in the tourism sector is becoming more rational, with travelers prioritizing value for money and quality experiences, particularly in Hangzhou where family and customized travel products are in high demand [7] - The successful performance of Hangzhou's summer tourism is attributed to its cultural and tourism resources, as well as the deepening integration of tourism in the Yangtze River Delta region [7]
医美广告数据“凭空捏造” 一家诊所被罚款10000元
Mei Ri Shang Bao· 2025-09-01 23:27
商报讯 (通讯员 记者 汪晓筠 制图 实习生 谢佳成)"黄金射频吸脂效率提升2-3倍""注射速度快9 倍"……医美广告中,看似权威的数据宣传常让消费者怦然心动。但这些数据,真的站得住脚吗?近 期,上城区一家医美诊所就因发布"凭空捏造"数据的广告,被市场监管部门依法查处。 对此,上城区市场监管局工作人员解读,该诊所在其发布的广告中使用了"吸脂效率提升2-3倍""9倍注 射速度"等数据,却无法提供任何证据证明这些数据的真实性和有效性,也无法说明其具体来源,未依 法标明这些数据的出处。此行为违反了《中华人民共和国广告法》第十一条第二款的明确规定:"广告 使用数据、统计资料、调查结果、文摘、引用语等引证内容的,应当真实、准确,并表明出处。引证内 容有适用范围和有效期限的,应当明确表示。"属于广告中使用数据不真实准确且未标明出处的违法行 为。 无法证明数据真实性和有效性 广告被下架 罚款10000元 近期,上城区市场监管局执法人员在对杭州某医疗美容诊所进行日常检查时,发现其经营场所大厅墙面 上张贴的广告十分引人注目,其中有"黄金射频吸脂效率提升2-3倍""注射面积更大""注射效率更高9倍 注射速度"等广告用语。执法人员 ...
浙大一院、阿里发布主动脉急诊 AI模型:快速识别“最凶险胸痛”
Mei Ri Shang Bao· 2025-09-01 23:24
"在很多医院的夜间急诊甚至大多数的乡镇医院里,平扫CT是可选的唯一,而急性主动脉综合征是一种 危急的心血管疾病,起病隐匿、进展迅速,但难以第一时间确诊。" 在浙大一院心血管外科主任张鸿坤 的眼里,快速识别"最凶险胸痛"是优先于治疗手术的第一步。 8月27日,浙江大学医学院附属第一医院、阿里巴巴达摩院发布用于胸痛急诊场景的AI模型iAorta,可 用常规平扫CT在几秒内识别急性主动脉综合征,相关论文20日发表在国际顶级期刊《自然·医学》 (Nature Medicine)。该AI模型已在浙江首批10家医院部署,即将全国推广。 首创"平扫CT+AI" 跨越传统心血管的检查效果 什么是急性主动脉综合征?没有一个生物学指标可以去判断,只能依靠增强CT去识别。实际上,主动 脉是人体最重要的血管,其夹层、壁间血肿、穿透性溃疡等结构性病变被称为急性主动脉综合征 (Acute Aorta Syndrome,简称"AAS"), 24小时内若不能确诊并处理,死亡率可达30%。然而,AAS 的症状容易与心梗、肠胃炎等混淆,常规检查手段识别率低,其早期确诊为重大医学难题,误诊、漏 诊、延迟诊断频发。 商报讯(记者 张玲丽 吕文鹃 ) ...
A股喜迎九月开门红 三大股指齐头并进
Mei Ri Shang Bao· 2025-09-01 23:15
Market Performance - A-shares experienced a strong opening in September, with all three major indices closing higher, marking a "bull market" sentiment [1][5] - The Shanghai Composite Index rose by 0.12%, the Shenzhen Component by 0.11%, and the ChiNext Index by 0.55% [1] - The total market turnover was 1.85 trillion yuan, slightly lower than the previous day, with over 3,100 stocks rising [1] Sector Performance - Key sectors that performed well included precious metals, innovative pharmaceuticals, film and television, tourism, and storage chips [1] - Notable stocks with high trading volumes included Cambrian, with a turnover of 18.6 billion yuan, and several other popular stocks exceeding 10 billion yuan [1] - The market saw significant gains in the non-ferrous metals and pharmaceutical sectors, with multiple stocks hitting the daily limit or rising over 10% [3] Investment Outlook - Institutions are optimistic about the market, suggesting that the conditions for a bull market are gradually being established, driven by cyclical improvements in the economy and potential new capital inflows [5][6] - The market is expected to continue a trend of oscillating upward, with a focus on high-growth sectors for short-term investment opportunities [5] - Long-term investment strategies should consider sectors benefiting from domestic consumption, technology independence, and industries with improved supply-demand dynamics [5][7]
第四届全球数字贸易博览会给出答案
Mei Ri Shang Bao· 2025-09-01 23:05
商报讯(记者 杨伊琳)国务院近期印发《关于深入实施"人工智能+"行动的意见》,为人工智能与各行 业深度融合按下"加速键"。作为数字经济先行省,浙江正以人工智能为核心驱动力,全力打造创新高 地,而杭州更是抢抓机遇,推动"人工智能+数字贸易"实现跨越式发展。2024年浙江数字贸易额突破 8000亿元,连续6年保持两位数增长;今年上半年杭州数字贸易额超1600亿元,同比增长16%,增幅与 份额均居全省首位。 9月25日,第四届全球数字贸易博览会(以下简称"数贸会")将在杭州盛大开幕。本届数贸会以"在数贸 会看见创新未来"为年度主题,聚焦人工智能的"贸易属性"与"应用落地",让《关于深入实施"人工智能 +"行动的意见》中的发展蓝图从文字变为可感、可知、可及的现实场景,全方位展示数字贸易与AI深 度融合的最新成果。 国际组织齐聚 全产业链联动 共筑AI发展新生态 为汇聚全球智慧、凝聚AI发展共识,本届数贸会迎来联合国统计大数据和数据科学全球中心、联合国 贸发会议、联合国教科文组织、国际电信联盟四大国际组织首次齐聚。四大组织将分别牵头举办2025联 合国数据马拉松中国赛启动仪式、数字贸易对话,以及"人工智能与开源""人工 ...
共享单车成“移动垃圾桶”,何解?
Mei Ri Shang Bao· 2025-09-01 05:31
奶茶杯、口罩、塑料瓶、纸巾……路边停放的共享单车的车筐里,遗留着各种垃圾……近日,每满记者 走访发现,杭城不少共享单车的车筐成了"移动垃圾桶"。 "挑半天才能找到一辆车筐干净的共享单车" 记者实探:每个区域约四分之一的车筐有垃圾 近年来,杭城共享单车越来越规范,市民的选择性也越来越多,共享单车已是市民日常生活中的"亲密 伙伴"。但在享受便利、低碳出行的同时,一些不文明行为也随之出现。最近,有读者向记者反映,很 多共享单车车筐内遗留着各种各样的垃圾,影响了出行体验。 "我每天晚上九点下班,骑共享单车回家本来是想放放松,结果公司楼下挑半天才能找到一辆车体和车 筐都干净的车。"家住良渚街道的王先生说,自己家离公司不远,晚上天气渐凉后,习惯骑车下班回 家,但经常找不到一辆干净的共享单车,迫不得已时也会骑一些车筐不干净的车,但因为车筐要放包, 体验不太舒服。 商报记者 陈敏 实习生 邵欣怡 据了解,小红车是杭州市民的一项福利,本地人免押金骑行,第一个小时免费骑行。外地游客虽然也能 使用,但是使用前需支付一定押金,所以骑行者多为本地市民。小红车的归还需要停放在固定服务点, 这种停放方式大大方便了运维人员集中清理,减轻了清 ...