针对骑手，京东外卖承诺做出2个保障，分别是权益保障和福利保障。"京东是行业内率先提出为全职骑 手缴纳五险一金的平台，同时个人所需缴纳的全部费用也将由京东统一承担。此外，京东针对兼职的骑 手也会提供意外险和医疗健康险，让骑手们能够老有所养、病有所医。"（闫妍） 责任编辑：何俊熹 针对商家，京东外卖承诺做到2个减负，分别是佣金减负、配送费减负。"今年5月1日前，入驻京东外卖 的品质堂食商家将享受全年的免佣金，同时未来长期的佣金费率也将保证不会超过5%，我们认为通过 佣金的减免，可以让商家有更长久的生意可做，有更多的钱可赚，省下来的钱可以更多的投入在餐品品 质改造上，形成良性的正向循环。" 京东外卖还表示，"绝不逼迫任何一个商家，商家可以根据自己的实际情况和经营需求自由选择自配 送、达达配送，当然也可以选择其他的配送员。" 新浪科技讯 5月15日下午消息，在"京东618惊喜开放日"上，京东外卖宣布首创"2+2+2"核心举措。 对于消费者，京东外卖承诺做到2个放心，严格遵守品质标准和堂食标准。"自京东外卖上线以来，只允 许品质堂食的餐厅入驻和合作，也是业内首创最严格的入驻审核流程，经过层层的审核，保障了所有入 驻京东 ...

在当前竞争激烈的汽车行业，各大品牌不断推陈出新，消费者对于汽车的智能化、舒适性和性能要求也 日益提高。 5月13日，智己汽车正式发布全新智己L6，以"数字底盘+AI智能"为核心，重新定义20万级智能轿跑的 价值标杆。全新智己L6不仅是一台拥有神仙颜值、精致感拉满的车，而且在精致背后，同样拥有与之 匹配的强大内核，搭载下一代硬核科技，为用户带来前所未有的颠覆性体验。上市权益售价20.49 万-26.49万，4种版型满足多元用户需求，是最懂用户的都市精致生活好搭子。 全新智己L6推出Max、Max+、Pro Max、Ultra四大版型，覆盖通勤、旅行、性能等多元场景： Max版，适合注重实用性的都市新锐：入门就是690km长续航，且入门即满配，同价位价值标杆。 Max+版，都市精致出行首选：在Max版基础上，特别增加全场景智慧空气悬架以及电控动态阻尼调节 系统，增加副驾15.5英寸智慧独立娱乐屏以及后排按摩功能，同级舒适大满配。 Pro Max版，适合热爱探索的旅行达人、跨城通勤商务精英：15分钟就可以补能610km，CLTC综合续航 高达850km，续航焦虑终结者，自驾游神器。 Ultra版，适合追求速度与操控 ...

Financial Performance - Zeekr Technology reported a significant reduction in net loss, decreasing by over 60% year-on-year, with an unaudited financial performance for Q1 ending March 31, 2025 [1] - Total revenue for Q1 reached 22 billion yuan, with vehicle sales revenue of 19.1 billion yuan, representing a year-on-year growth of 16.1% [1] - The gross margin for vehicle sales was 16.5%, up by 3.4 percentage points year-on-year, while the overall gross margin climbed to a historical high of 19.1% [1] Sales and Delivery - In Q1, Zeekr Technology delivered 114,011 vehicles, ranking first in high-end luxury sales among new forces in China [1] - The company has consistently achieved monthly sales exceeding 40,000 units since the integration of Zeekr and Lynk & Co brands, demonstrating significant scale effects [1] Product Strategy - Zeekr and Lynk & Co are pursuing differentiated brand strategies, covering a price range from 150,000 to 900,000 yuan [2] - Zeekr focuses on the luxury market above 300,000 yuan, with the Zeekr 007 GT achieving 10,000 deliveries in its first month [2] - Lynk & Co targets the market above 200,000 yuan, with the Lynk 900 model receiving over 30,000 pre-orders since its launch on April 28 [2] Technological Development - The company is advancing key platform technologies, including vehicle architecture, electronic architecture, and intelligent driving systems, to enhance resource integration and sharing [2] - Zeekr has launched the V4 ultra-fast charging station, achieving a peak power of 1.3 megawatts, which is now operational in Hangzhou [2] Global Expansion - As of the end of April, Zeekr Technology has entered over 60 international markets, with more than 1,200 global stores and over 1.9 million users [3] - The company is enhancing its channel penetration and building a charging ecosystem to create greater growth opportunities for product delivery [3] - The Zeekr 7X model is set to begin deliveries in Europe on May 16, while the Zeekr RT, a sister vehicle to the Zeekr MIX, has commenced deliveries in the U.S. market [3]

Group 1 - Honor has undergone significant personnel changes under the "Eagle Plan," with 45% of key positions in the China region being adjusted, including the departure of high-level executives like Ni Jiayue [1] - Honor's market share has been declining, with data from Canalys indicating that it has fallen out of the top five in the Chinese market for two consecutive quarters, remaining in the "Others" category [4][7] - The company has attempted to boost its market presence by launching several cost-effective products since April, but faced challenges such as allegations of score manipulation regarding its flagship gaming phone [9][12] Group 2 - The new CEO, Li Jian, has proposed a strategic shift towards becoming an AI terminal ecosystem company, although this transformation has yet to reflect in sales figures [2][22] - Honor's market position has been adversely affected by intense competition, with rivals increasing R&D investments and engaging in aggressive pricing and marketing strategies [8] - The company aims to enhance its brand image and market share through the introduction of new products, but faces challenges in product innovation and consumer trust [8][10] Group 3 - Honor's recent product launches include the Honor Power with an 8000mAh battery and the Honor GT Pro, which has been criticized for alleged score manipulation in performance benchmarks [9][12] - The company is focusing on mid-range products to stimulate sales after falling out of the top five in market share [10][19] - The transition to an AI-focused strategy is seen as a double-edged sword, with potential for growth but also significant challenges in execution and market adaptation [18][24] Group 4 - Honor's previous high point was in Q3 2023 when it regained the top market position with an 18% share, but has since struggled to maintain that momentum [5] - The collaboration with Porsche Design for high-end products has not yielded the expected results, partly due to declining sales of Porsche vehicles in China [19][20] - The upcoming IPO process is critical for Honor, and its ability to present a compelling growth narrative will depend on improving its market share and product competitiveness [24]

发布会上，星纪魅族正式推出 Flyme AIOS 2 操作系统。魅族 Note 16 系列原生搭载，魅族 21 系列、魅 族 20 系列、Lucky 08 等机型也将在陆续适配升级。Flyme AIOS 2 带来了魅族全新 OneMind 的四大引 擎：瞬息流畅引擎、流光视效引擎、晶核能效引擎、智愈修复引擎；带来全新的 Aicy 助手，深度接入 阿里云首个端到端全模态大模型 Qwen-Omni，接入满血版 DeepSeek-R1 模型。 在新品发布会上，星纪魅族公布了 Flyme Auto 智能座舱系统的最新成绩——生态用户数突破百万，截 至 5 月 13 日用户总量达到 1033666。发布两年多以来，Flyme Auto 已接入领克、银河、吉利等多个品 牌的 23 款车型，目前正在积极推进与更多国内外智能汽车品牌合作，今年搭载 Flyme Auto 的汽车已经 陆续在海外销售。今年，星纪魅族还将推出 Flyme Auto 2.0。 新浪科技讯 5月14日晚间消息，星纪魅族举办新品发布会，正式发布魅族 Note 16 系列 AI 手机、 Flyme AIOS 2 操作系统、PΛNDΛER 系列潮玩新品。魅族 ...

Core Insights - Tencent Holdings reported Q1 2025 revenue of 180 billion yuan, a year-on-year increase of 13% [1] - Profit attributable to equity holders was 47.8 billion yuan, up 14% year-on-year [1] - Non-IFRS profit attributable to equity holders reached 61.3 billion yuan, reflecting a 22% year-on-year growth [1] AI Strategy - The management discussed the potential of agentic AI, highlighting two types: general agents and those within the WeChat ecosystem [2][3] - General agents are being developed through native AI products, evolving from simple question-answering to complex task completion [3] - WeChat's unique ecosystem offers a distinct advantage for creating specialized agents that leverage social graphs, communication, and content ecosystems [3] Advertising and E-commerce - AI is enhancing advertising capabilities, leading to improved targeting and increased revenue opportunities [4] - The company is focusing on integrating advertising with transaction facilitation to boost advertising value [4] - Recent organizational changes in the e-commerce division were minor, with the team becoming an independent department while retaining the same management [4]

新浪科技讯 5月14日下午消息，今日，腾讯2025年一季报显示，公司实现经营利润（Non-IFRS）693亿 元，同比增长18%。核心业务的高质量增长为AI战略长线布局提供了坚实基础，推动公司持续加大AI领 域投入。报告期内，腾讯研发支出达189.1亿元，同比增长21%；资本开支274.8亿元，同比增幅达 91%。 在C端市场，AI已全面渗透腾讯用户场景：原生AI产品元宝借助混元+DeepSeek双引擎驱动，用户规模 显著增长；同时，微信、QQ、腾讯文档、QQ浏览器、腾讯会议、理财通等核心产品，通过AI能力深度 整合，智能化体验持续升级。在产业端，腾讯通过API、SDK开放AI、云计算等核心技术，助力千行百 业效率提升。 责任编辑：何俊熹 技术突破领域，腾讯混元大模型不断进化。今年推出的深度思考模型T1和快思考基座模型Turbo S，在 多项国际基准测试中取得优异成绩。同时，腾讯混元在生成式AI领域持续创新，图片、视频及3D生成 模型迭代升级，最新版3D生成模型在几何表现和建模精细度上实现重大突破，精度提升超过10倍。 董事会主席兼首席执行官马化腾表示："二零二五年第一季，我们的高质量收入保持坚实的增长态势。 ...

Group 1 - The State Administration for Market Regulation has interviewed major food delivery platforms including JD, Meituan, and Ele.me regarding competition issues in the industry [2] - The platforms are required to comply with various laws such as the E-commerce Law, Anti-Unfair Competition Law, and Food Safety Law, and to enhance internal management and fair competition [2] - The aim is to create a healthy market environment that protects the rights of consumers, platform operators, and delivery riders [2] Group 2 - iQIYI responded to a report indicating that it and 64 other apps were found to be in violation of personal information collection regulations [3] - The version in question was developed by a partner and iQIYI is currently working with them to rectify the issues [3] Group 3 - Honor has confirmed the implementation of a "Eagle Plan" for internal competition for key positions, affecting 38 management roles in China, with 45% of these positions seeing changes [4] - The new AI division has been established, with AI-related R&D designated as a primary department [4] Group 4 - JD Group reported a net revenue of 301.08 billion RMB for Q1 2025, marking a 16% year-on-year increase, with a net profit of 12.8 billion RMB [5] - JD's CEO mentioned that the daily orders for JD's food delivery service are expected to exceed 20 million soon, marking a significant milestone for the business [5] Group 5 - CATL's IPO in Hong Kong has attracted 21 times oversubscription, raising at least 31.01 billion HKD, making it the largest IPO globally in 2025 [5] - The public offering portion received subscriptions totaling 51.7 billion HKD, approximately 48.07 billion RMB [5] Group 6 - Zeekr announced that it has not yet made a decision regarding Geely's proposal to acquire all outstanding shares of Zeekr, which Geely currently holds about 65.7% [5] Group 7 - A new security vulnerability affecting Intel's modern CPUs has been disclosed, impacting all processors from the ninth generation onward, allowing potential data theft from privileged memory areas [5] - Intel has stated that there are currently no known real-world exploits of this vulnerability [5] Group 8 - Mercedes-Benz is reportedly planning to reduce its number of dealerships in China by over 100, with most reductions expected to be completed by 2025 [6] - The decision is driven by the need to address price competition among dealers due to an oversupply of stores [6] Group 9 - The Ministry of Education has issued guidelines prohibiting students from copying AI-generated content for assignments or exams, aiming to regulate AI usage in education [8] Group 10 - The first batch of green electric vehicle owners in China has been established through a pilot program in Shenzhen, promoting the use of green electricity for charging [9]

Core Insights - Airbnb has launched a comprehensive update to its app, introducing new services called "Airbnb Services" and "Airbnb Experiences" aimed at enhancing the travel experience for users [1][2] Group 1: App Update - The app has been revamped to include updated modules such as "Explore," "Itinerary," "Profile," and "Messages," allowing travelers to book accommodations, services, and experiences in one place [1] - The new "Airbnb Services" feature offers curated high-quality services to enhance the accommodation experience, initially available in 260 cities globally, covering ten categories including private chefs, photography, and spa services [1] - The "Airbnb Experiences" feature allows users to explore local culture with knowledgeable locals, with initial offerings available in 650 cities and continuously updated [1] Group 2: Executive Commentary - Brian Chesky, co-founder and CEO of Airbnb, stated that the company has transformed travel since its inception 17 years ago, and the introduction of "Services" and "Experiences" aims to redefine travel beyond just accommodation [2]

Core Viewpoint - JD Group's Q1 2025 financial results exceeded expectations, with significant growth in revenue and profit, marking the highest year-on-year growth rate in nearly three years [2][3]. Revenue and Profit Growth - In Q1 2025, JD Group reported revenue of 301.1 billion RMB, a year-on-year increase of 15.8%, surpassing market expectations of 289.44 billion RMB [2][3]. - Net profit attributable to ordinary shareholders was 10.9 billion RMB, up 52.7% year-on-year, while non-GAAP net profit was 12.8 billion RMB, an increase of 43.4% [2][3]. Business Segments Performance - JD Retail remains the main growth driver, with revenue of 263.845 billion RMB, a year-on-year increase of 16.3% [5]. - JD Logistics generated approximately 47 billion RMB in revenue, up 11.5% year-on-year, with adjusted net profit of 750 million RMB, reflecting a 13.4% increase [5]. - New business revenue, including the newly launched food delivery service, reached 5.753 billion RMB, a significant year-on-year growth of 18.1% [5][8]. New Business and Food Delivery Service - JD's food delivery service, launched in early 2025, has quickly gained traction, with daily orders expected to exceed 20 million soon [2][7]. - The food delivery segment reported a loss of 1.327 billion RMB in Q1 2025, widening from a loss of 670 million RMB in the same period last year, indicating challenges in profitability despite revenue growth [8][10]. Employee Growth and Human Resource Expenditure - As of March 31, 2025, JD's ecosystem employed approximately 700,000 individuals, with total human resource expenditure reaching 128.8 billion RMB [5][6]. - The workforce increased by about 30,000 in Q1 2025, reflecting ongoing expansion efforts [6]. Market Dynamics and Competitive Strategy - JD's entry into the food delivery market is seen as a significant move against existing competitors like Meituan and Ele.me, with strategies including zero commission for merchants and enhanced benefits for delivery personnel [7][10]. - The company aims to leverage its existing logistics and operational capabilities to create synergies across its business segments, enhancing overall efficiency and customer engagement [11][12].