随着马年春节脚步临近，全国年货采购热潮持续升温，跨城寄递、即时配送等物流需求即将迎来增长高 峰。京东物流今日宣布：坚守承诺，春节不打烊，全力做好物流安全保障，以更优的覆盖方案开展好仓 储配送、快递收寄、家电送装维修、即时配送等服务。为了让坚守岗位、在工作地过年的一线员工能够 安心工作，2026年"我在京东过大年"福利保障将持续升级，对新就业群体的整体福利保障在全行业持续 领先，让大家更好地"为梦想奋斗，为幸福打拼"。 2026年京东外卖全职骑手将首次加入春节保障队伍。京东将依托遍布全国的"小哥之家"，为全职骑手、 快递小哥等一线员工备好年夜饭，让异地过年的员工也能感受 "家的味道"。随着各地"小哥之家"的相 继落地，春节前后，也将有一批全职骑手、快递小哥入住"小哥之家"，在工作地感受到家的温暖。 此外，京东物流全国各地的快递站点、仓储中心还将开展特色新春关怀活动：除了组织包饺子、送福字 等年味活动，更贴心配备热饮及便携食品，为冬季坚守的小哥驱散寒意；同时，京东物流投入的无人车 等科技设备，也将进一步减轻员工工作负担，让春节配送更高效、更安心。 ...

Core Insights - The instant retail market is projected to approach 1 trillion yuan by 2026, with both food and non-food categories experiencing record-breaking order volumes, indicating that the ceiling for instant retail has not yet been reached [3][12] - The ongoing "takeout war" has intensified competition in the instant delivery sector, emphasizing the need for platforms to effectively connect merchants and consumers to achieve a win-win balance [1][12] Group 1: Market Trends - The simultaneous growth of food and non-food categories is driving new consumer upgrades, with food serving as a key driver in the takeout war, leading to increased demand and testing the resilience of instant delivery infrastructure [3][8] - During peak periods like the Spring Festival and May Day, SF Same City reported over 170% growth in supermarket and department store orders, and over 100% growth in beverage orders, showcasing the impact of seasonal demand [5][6] Group 2: Company Performance - SF Same City has established itself as a rare all-scenario third-party delivery platform, focusing on logistics infrastructure and enhancing its service capabilities to support the "everything to home" model [1][11] - The company has seen significant growth in its "exclusive delivery" service, with revenue tripling year-on-year in the first half of 2025, indicating strong demand for high-value, time-sensitive deliveries [9][21] Group 3: Technological Integration - The integration of AI technologies is becoming a key driver for efficiency in the instant delivery sector, with SF Same City deploying AI tools for various operational aspects, enhancing communication and operational analysis [18][19] - The company has also expanded its fleet of over 800 unmanned vehicles across 105 cities, significantly improving delivery efficiency and reducing labor costs [18][19] Group 4: Strategic Partnerships - SF Same City has formed deep partnerships with major brands and retailers, providing integrated supply chain solutions that enhance last-mile delivery capabilities and support the growth of both food and non-food sectors [9][14] - The company is actively collaborating with various platforms to facilitate multi-channel order integration, addressing the challenges posed by the takeout war and enhancing its service offerings [12][16] Group 5: Future Outlook - As the instant retail market continues to evolve, SF Same City is positioned to leverage its independent third-party status to address the challenges of a multi-polar flow of traffic, potentially leading to new business models and sustainable growth in the sector [12][23] - The company is expected to maintain its momentum, with a projected revenue of 10.236 billion yuan in the first half of 2025, marking a significant milestone in its financial performance [21][23]

赛迪顾问作为国内领先的信息技术服务与咨询机构，此次报告旨在系统梳理中国高质量软件及服务发展 现状与挑战，研判未来趋势，构建科学认定标准，遴选并推广行业标杆。本次"先锋榜"评选围绕技术创 新能力、市场竞争力、产品服务与质量、行业贡献及可持续发展能力五大维度，对全国软件企业进行综 合评估。报告指出，OceanBase坚持100%自主研发，其数据库产品已在金融核心系统规模化应用，并广 泛应用于党政、金融、通信、交通、能源、电力、医疗、教育等关键领域，服务客户超4000家，产品性 能与高可用性经大规模场景验证。 12月31日，工业和信息化部下属研究机构赛迪顾问发布《品质革命：2025 中国高质量软件及服务系列 研究》报告。OceanBase凭借其在数据库领域的技术创新与深度应用，成功入选报告发布的"2025中国高 质量软件及服务先锋榜"。这是OceanBase继2025年11月在赛迪顾问《央国企软件应用市场研究报告》中 获评"央国企数据库发展能力和市场地位本土厂商第一"后，年内第二次获得该机构权威认可。 注：行业品牌排名不分先后 值得关注的是，中国航信与OceanBase 联合建设的民航离港系统作为标杆案例，被纳入该 ...

2025年，全球电动汽车市场的竞争格局迎来一个标志性节点。长期在新能源汽车总销量上保持第一的比 亚迪，其纯电动车型年销量首次超越特斯拉，成为全球新的纯电销量冠军。 最新数据显示，比亚迪2025年全年新能源汽车总销量达到460.2万辆，继续巩固其全球最大新能源汽车 车企的地位。其中，纯电动车型销量约为225.7万辆，同比增长27.86%。相比之下，特斯拉2025年全球 交付量为163.6万辆，同比出现8.6%的下滑。这一数据变化意味着，比亚迪仅在纯电动汽车这一领域， 也实现了对特斯拉的超越。 比亚迪VS特斯拉纯电动汽车 2025年季度销量对比图 海外市场成为比亚迪销量增长的关键。2025年，比亚迪海外销量实现突破性增长，首次突破100万辆大 关，显示出其品牌和产品在全球范围内的强劲吸引力。 此次超越不仅体现在年度总销量上。市场数据显示，在2025年的四个季度中，比亚迪的全球纯电销量均 持续领先于特斯拉，这已是其连续第五个季度实现季度销量超越。这一趋势表明，比亚迪的领先地位并 非偶然，而是其综合竞争力持续释放的结果。 截至目前，比亚迪新能源汽车的业务已遍布全球六大洲、119个国家和地区。在欧洲、南美、亚太等多 个 ...

Core Viewpoint - The "Hi in Suqian, Enjoy Shopping in Winter" consumption season event organized by Suqian Municipal Bureau of Commerce featured a financial anti-fraud specialist from JD Technology, who provided citizens with essential anti-fraud knowledge to enhance their awareness and protect their financial security during a high-risk period for scams [1] Group 1: Fraud Types - The first type of scam involves "points clearing fraud," where victims receive messages claiming their points are about to expire, leading them to click links that steal their bank information [3] - The second type is "flight refund and change fraud," where scammers impersonate airline customer service to trick victims into providing personal information under the guise of processing refunds [3] - The third type is "fake red envelope fraud," where victims are lured by links in family groups promising cash rewards, resulting in unauthorized withdrawals from their bank accounts [4] - The fourth type is "office subsidy fraud," where scammers pose as colleagues to solicit sensitive information for fake year-end subsidy claims, leading to financial losses for victims [4] Group 2: Anti-Fraud Recommendations - JD Technology's anti-fraud specialists advise consumers to adhere to the "three no principles": do not click on unknown links in messages or social media, do not disclose sensitive information like bank passwords, and do not transfer money to unfamiliar accounts [5] - The specialists also recommend using official apps for transactions and verifying information through official channels when dealing with refunds or inquiries [5] Group 3: Financial Products - JD Technology promotes its cash management product, JD Xiaojinkui, which has consistently achieved positive returns and offers higher yields compared to similar products in the market [5] - The product supports quick redemptions, allowing users to withdraw up to 500,000 yuan in a single day, and provides unlimited payment options for high-value purchases on JD [5]

2026年的第一个交易日，虽然三大股指的收盘波动看上去颇为平静，但诸多科技题材股新年首个交易日 就迎来资金热情涌入。同时，受到港股开年大涨的提振，美股市场的中概股迎来意气风发的集体大涨。 截至收盘，标准普尔500指数涨0.19%，报6858.47点；纳斯达克综合指数跌0.03%，报23235.63点；道琼 斯工业平均指数涨0.66%，报48382.39点。 美股"存储四巨头"美光科技周五涨10.51%、西部数据涨8.96%，齐创收盘历史新高，闪迪涨15.95%、希 捷科技也上涨4.41%。周五早些时候，韩国"存储双雄"SK海力士和三星电子均飙升并创出历史新高。 AI能源、储能概念股Bloom Energy涨13.58%；核电初创公司NuScale Power涨15.17%、Oklo涨8.42%、铀 能源概念股Energy Fuels涨14.86%；激光雷达概念股Innoviz涨13.01%；稀土概念股USA Rare Earth涨 18.91%；加密货币概念股Riot Platforms涨11.76%、嘉楠科技涨11.59%；光伏概念股Solaredge、晶科能 源均涨超8%。 作为市场焦点，纳斯达克中国金龙 ...

Core Insights - The report indicates a significant increase in travel demand during the New Year holiday, driven by the "please 3 days off for 8" trend, leading to a rise in bookings for flights, hotels, and homestays [1] - The report highlights a dual trend of short-distance travel within core city clusters and long-distance travel between northern and southern regions, with popular destinations including Northeast China, Hainan, Yunnan, Xinjiang, Sichuan, Fujian, and Guangxi [1] - There is a noticeable trend towards higher quality travel experiences, with increased bookings for high-end hotels, boutique homestays, and customized small group tours [1] Travel Trends - The report shows that short-distance micro-vacations in city clusters like Beijing-Tianjin-Hebei, Yangtze River Delta, and Pearl River Delta are thriving, alongside long-distance travel to popular winter destinations [1] - Unique cross-year experiences are emerging, with a rise in interest for lesser-known scenic spots featuring diverse New Year celebrations, such as light shows and cultural performances [2] - Mountain tourism is gaining popularity, with significant increases in hotel bookings at mountain resorts for New Year blessings, reflecting a trend towards spiritual and nature-based travel [4] Cultural and Entertainment Influences - The report notes a surge in interest for intangible cultural heritage tourism, with an 85% increase in searches and bookings for related experiences during the New Year holiday [5] - Concerts by popular artists in cities like Guangzhou and Wuhan are attracting large crowds, leading to increased hotel bookings in those areas [7] Winter and Snow Tourism - Ice and snow tourism remains a dominant theme, with approximately 40% of the top 20 domestic travel routes during the New Year holiday focused on winter destinations [8] - The report highlights the popularity of Harbin Ice and Snow World, with a 45% increase in bookings for one-day tours [8] - The opening of new ski resorts, such as the Changchun Wanda Ski Resort, has also seen a significant influx of visitors, with occupancy rates rising by 50% compared to the previous year [10] International Travel Trends - The report indicates a marked increase in outbound travel during the New Year holiday, with popular destinations including Singapore, South Korea, and Turkey, driven by the "please 3 days off for 8" trend [12][14] - There is a growing interest in diverse and personalized travel experiences, with emerging destinations like Serbia and Georgia gaining traction among travelers [16] - The report emphasizes that younger travelers and families are the primary demographic for outbound tourism, willing to pay a premium for detailed itineraries and immersive experiences [12]

Group 1 - The core point of the news is that the public fund industry has achieved record-breaking annual returns, with Yongying Technology Smart Selection winning the championship with a total return of 233.29%, surpassing the previous record held by Wang Yawei for 18 years [1][5] - In 2025, major A-share indices performed well, with the Shanghai Composite Index rising by 18.41% and the ChiNext Index leading with nearly 50% annual growth, contributing to a total market capitalization of nearly 109 trillion yuan [1][3] - The market saw a variety of active sectors, with robotics, innovative pharmaceuticals, and Hong Kong brokerage firms leading in the first half, while CPO, semiconductors, and new energy sectors took the lead in the third quarter [1] Group 2 - The top ten public funds for 2025 were dominated by actively managed equity funds, with Yongying Technology Smart Selection and China Aviation Opportunity Navigator securing the first and second places with returns of 233.29% and 168.92%, respectively [3][4] - A total of 90 funds achieved returns exceeding 100% in 2025, with 75 of these being actively managed equity funds, indicating a highly competitive environment for fund performance [2][8] - The emergence of "doubling funds" has become a benchmark for entering the top 100, with notable contributions from various fund companies, including E Fund and Red Soil Innovation [8] Group 3 - The "doubling fund" phenomenon highlights the strong performance of smaller fund companies, with Red Soil Innovation's funds achieving significant returns, showcasing the competitive landscape of the public fund market [4][8] - The total scale of the ETF market in China reached 6.03 trillion yuan in 2025, marking a significant increase and establishing it as the largest ETF market in Asia [9] - The performance of "fixed income plus" products has also seen substantial growth, with total assets reaching 2.52 trillion yuan, reflecting a 50% increase from the previous year [12]

Group 1 - In 2025, the market experienced a structural trend with significant stock price increases, resulting in a total of 191 "hundred-yuan stocks," an increase of 119 stocks from the previous year, representing a growth of nearly 1.7 times [1] - Among the newly added "hundred-yuan stocks," 14 were newly listed, with notable stocks like Moer Thread, Muxi Co., and others exceeding 200 yuan. The majority of these stocks are concentrated in the electronics and power equipment sectors, with electronics accounting for over 60% [1] - Excluding newly listed stocks, there were 110 new "hundred-yuan stocks" in 2025, with electronics making up 34.5%, followed by machinery, computers, automobiles, communications, and power equipment [1] Group 2 - As of December 31, 2025, five previously "hundred-yuan stocks" fell below the 100 yuan mark, including stocks from light industry manufacturing, electronics, machinery, pharmaceuticals, and automobiles. BYD briefly recovered above 100 yuan but fell back below this threshold [2] - The 191 "hundred-yuan stocks" are primarily concentrated in the electronics, machinery, and computer sectors, which together account for 60% of the total, with electronics alone representing 37.7% [2] - The current distribution of "hundred-yuan stocks" includes sectors such as power equipment, communications, automobiles, pharmaceuticals, defense, food and beverage, basic chemicals, home appliances, beauty care, media, and environmental protection [2][3]

Core Insights - The article highlights the festive consumption trends during the New Year, emphasizing the various offerings from JD's Seven Fresh supermarket to cater to family gatherings and celebrations [1][13] Group 1: Food and Beverages - Seven Fresh supermarket offers a range of seafood options for New Year gatherings, including live Boston lobsters priced at 99 yuan each, Norwegian salmon with rich oil content, and large clams from the 39° North latitude region [3] - A selection of alcoholic beverages is available, including the 京鲜舫 No. 6 premium liquor and 七鲜 IPA fresh beer, both designed to enhance the festive atmosphere [5] - The bakery section features promotional offers, such as a discount on the popular strawberry box cake, now priced at 39.9 yuan, which includes a health-conscious recipe with reduced sugar [7] Group 2: Decorations and Essentials - Seven Fresh has launched a series of "New Year Fortune" themed decorations, including floral arrangements and festive hangings, to enhance the celebratory ambiance at home [9] - The supermarket provides high-quality, convenient travel essentials, such as disposable towels and hygiene products, catering to the growing demand for minimalistic travel solutions [11] Group 3: Overall Strategy - Seven Fresh aims to meet diverse consumer needs during the New Year by offering significant discounts across all product categories, thereby enhancing customer satisfaction and engagement [13]