中午时分的迪拜商圈，附近停满了挂着各色外卖箱的摩托车。红、黄、蓝、绿——每个颜色背后，都代表一个试图在这片热土上站稳脚跟的外卖平台。 尽管这里还没有实现"外卖自由"，但外卖已经在逐渐融入迪拜人的生活。在核心商圈附近开了中餐厅的商家王婷（化名）对第一财经记者表示，她来到迪拜 已有5年，在2年前开了餐厅。随着迪拜的外卖平台逐渐增加，王婷的餐厅也入驻了多个平台，包括Talabat、Noon、COME COME以及美团旗下出海的外卖 平台Keeta。 虽然迪拜的外卖业属于蓝海市场，但当地的文化、消费习惯仍对来自海外的平台带来了挑战。来自中国的美团旗下Keeta，正试图用"免佣金"和"中国速 度"，撬动一个尚未被完全唤醒的外卖市场。 尚未实现外卖自由 迪拜的外卖生态与中国有许多不同。例如，很多骑手并非本地人，多来自南亚，包括印度、斯里兰卡、孟加拉国等。他们不像国内同行那样熟练地"批量接 单配送"分秒必争，将效率提高到极致——在迪拜，常见的模式是"一单一送"。这种模式直接影响着整体效率和运力稳定性。 此外，当地的小哥运力没有国内充足。王婷表示，"我们出餐后偶尔会等骑手等很久。"最久的一次，王婷等了骑手约半个小时，"那次是 ...

在净流出比方面，丘钛科技（01478）、中国重汽（03808）、耐世特（01316） 以-58.31%、-53.04%、-43.99%位列市场前三。 前10大资金净流入榜 | 股票名称 | 净流入(元)↓ | 净流入比 | 收盘价 | | --- | --- | --- | --- | | 阿里巴巴-W(09988) | 32.96 亿 | 20.59% | 154.600（-0.19%） | | 小鹏汽车-W(09868) | 11.47 亿 | 25.58% | 85.950（-10.47%） | | 小米集团-W(01810) | 8.53 亿 | 9.75% | 40.780（-2.81%） | | 中国宏桥(01378) | 8.11 亿 | 4.76% | 30.400（-5.88%） | | 南方恒生科技(03033) | 5.17 亿 | 6.73% | 5.530（-2.12%） | | 中芯国际(00981) | 3.75 亿 | 7.29% | 74.000（+1.44%） | | 华虹半导体(01347) | 3.67 亿 | 8.60% | 80.250（+3.48%） | | 赣锋 ...

11月11日，中国邮政集团有限公司扬州市分公司的快递员将快递包裹搬运至无人驾驶快递车上。 孟德龙摄（人民视觉） 11月7日，江苏省宿迁市宿城区申通快递分拨中心灯火通明，工作人员在智能分拣流水线上分拣快递包 裹。 11月10日，四川省乐山市一家商场内，商家推出"双11"优惠促销活动，吸引市民前来购物消费。 李华时摄（人民视觉） 徐江海摄（人民视觉） 近日，2025年"双11"购物节落幕，数据显示，今年"双11"期间，多个线上销售平台消费数据亮眼。截至 11月11日，京东平台下单用户数增长40%，订单量增长近60%；抖音数据显示，10月9日至11月11日， 平台上有6.7万个品牌销售额同比翻倍，超10万商家直播销售额同比翻倍；天猫数据显示，截至11月5 日，淘宝闪购带来的新用户在"双11"期间的电商订单数已超过1亿。 今年"双11"，消费者不再满足于低价，而是追求更好的体验和效率；平台通过技术手段提升供需匹配效 率，同时拓展消费场景，从单纯的线上购物转向全渠道、全时段服务，从流量竞争转向生态竞争。 时间变长了、AI上岗了、线上线下深度融合……今年"双11"有哪些新特点？本报记者为您一一盘点。 "AI导购上岗" " ...

智通财经APP获悉，周四，美股三大指数集体下跌。恒生指数ADR下跌，按比例计算，收报25425.45点，较香港收市跌410.12或1.59%。 | .HSIADR 恒生指数ADR | | --- | | 25425.45 ↓ -410.12 -1.59% - 收盘价 11/20 16:00 美东 | | 三月日日 中 | | 最高价 25922.90 开盘价 25760.04 成交量 5613.7万 | | 最低价 25425.45 昨收价 25835.57 平均价 25674.17 | | 52周最高 27275.90上 涨 -- 本 智能 | | 52周最低 18856.77 下 跌 -- 振 幅 1.93% | | A | | 800000 恒生指数 25835.57 +4.92 +0.02% | 大型蓝筹股集体下跌，汇丰控股收报105.18港元，较香港收市跌2.25%；腾讯控股收报605.843港元，较香港收市跌2.44%。 | 序号 | 名称 | 港股代码 | 最新价 | 涨跌额 | 涨跌幅 | ADR代码 | ADR换算价(HKD) | 较 较港股升跌 | | --- | --- | --- | ...

中国即时零售服务行业销售现状及未来前景分析报告2025-2031年 【全新修订】：2025年11月 【出版机构】：中赢信合研究网 1 即时零售服务市场概述 1.1 产品定义及统计范围 1.3 从不同应用，即时零售服务主要包括如下几个方面 1.3.1 不同应用即时零售服务全球规模增长趋势2019 VS 2025 VS 2031 1.2.2 自配送 1.2.3 三方配送 1.3.2 食品饮料 1.3.3 果蔬生鲜 1.3.4 日化医药 8.4.1 永辉超市基本信息、即时零售服务市场分布、总部及行业地位 8.4.2 永辉超市公司简介及主要业务 8.4.3 永辉超市 即时零售服务产品规格、参数及市场应用 8.4.4 永辉超市 即时零售服务收入及毛利率（2019-2025） 8.4.5 永辉超市企业最新动态 8.5 山姆 8.5.1 山姆基本信息、即时零售服务市场分布、总部及行业地位 8.5.2 山姆公司简介及主要业务 8.5.3 山姆 即时零售服务产品规格、参数及市场应用 8.5.4 山姆 即时零售服务收入及毛利率（2019-2025） 8.5.5 山姆企业最新动态 8.6 大润发 8.6.1 大润发基本信息、即时零 ...

Core Insights - The 2025 Double 11 shopping festival is set to start earlier, showcasing a long-cycle normalization trend, with e-commerce platforms simplifying promotional rules to boost user engagement in October [1][2] - The overall retail sales during the Double 11 period are projected to reach nearly 1.8 trillion yuan, marking a year-on-year growth of over 10%, and a staggering increase of approximately 35,000 times since the inaugural event in 2009 [1] Group 1: E-commerce Growth and User Engagement - The early launch of the Double 11 marketing campaign has led to a synchronized increase in user scale across platforms, with significant growth in monthly active users for major apps like Taobao, Douyin, Pinduoduo, and JD [2] - As of October 2025, the monthly active user counts for these platforms reached 1 billion for Taobao, 948 million for Douyin, 720 million for Pinduoduo, and 648 million for JD, indicating robust user engagement [2] Group 2: Strategic Shifts and AI Integration - E-commerce platforms are transitioning towards a comprehensive ecosystem, integrating AI technologies throughout the consumer journey, with Taobao launching six AI shopping applications and JD implementing advanced logistics solutions [3] - JD's user orders increased by over 117% year-on-year, while the overall order volume grew by more than 125%, reflecting the effectiveness of their new strategies [3] Group 3: Instant Retail and New Consumption Drivers - Platforms are exploring instant retail strategies to drive new consumption growth, with Meituan reporting an average daily order volume of 14 million for its flash purchase service [4] - Taobao's flash purchase initiative has already attracted over 1 million new users during the Double 11 period, with significant sales growth in non-food brands [4] Group 4: Investment Opportunities - Companies to watch include BlueFocus Communication Group, InGravity Media, Tianyu Digital Technology, Chinese Online, Tianxia Show, and Zhidema, indicating potential investment opportunities in the evolving e-commerce landscape [5]

Core Insights - The article discusses the strategic shift within Alibaba, particularly focusing on the integration of Ele.me into the Taobao ecosystem, reflecting a broader trend of consolidation in the face of competition from Meituan and Douyin e-commerce [3][11][19] Group 1: Company Strategy - Alibaba is restructuring its operations under the leadership of Jiang Fan, who is tasked with ensuring the stability of the "old Alibaba" while supporting the "new Alibaba" focused on cloud and AI [5][11] - The integration of Ele.me into Taobao reflects a shift in strategy, where the brand is being downplayed in favor of Taobao's established presence, indicating a belief that the Ele.me brand has limited utility [3][17] - The decision to rebrand Ele.me as "Taobao Flash Purchase" signifies a move towards a more unified platform aimed at enhancing user engagement and driving sales [11][19] Group 2: Market Dynamics - The competitive landscape has shifted, with Meituan establishing a stronghold in the local delivery market, making it difficult for Ele.me to gain market share despite Alibaba's resources [15][19] - The article highlights the challenges faced by Alibaba in adapting its e-commerce model to the realities of local delivery, where operational efficiency and supply chain management are critical [9][15] - The rise of Douyin e-commerce has further complicated Alibaba's position, as it has drawn users away from Taobao, increasing customer acquisition costs significantly [10][19] Group 3: Financial Implications - Alibaba's investments in the "new retail" concept have not yielded the expected returns, leading to significant financial losses, particularly with Ele.me, which has become a financial burden rather than an asset [9][12] - The article notes that Alibaba has engaged in asset divestitures, including the sale of Intime Retail and Gome Retail, to streamline operations and reduce losses [12][19] - The financial performance of Taobao Flash Purchase is under scrutiny, with projections indicating that its contribution to revenue may fall short of the substantial investments made [19]

Core Viewpoint - Meituan has launched a nationwide "No Running Red Lights" safety incentive program for its delivery riders, aiming to enhance traffic safety and reduce violations across nearly 200 cities in China [1] Group 1: Program Details - The new incentive program will start on December 2, coinciding with National Traffic Safety Day, and will reward riders who maintain a zero red-light violation record with cash incentives [1] - The program has expanded its scope from major cities to nearly 200 cities, including both dedicated delivery and crowd-sourced riders, with an expected participation of 1 million riders during the activity period [1] - Riders maintaining a zero red-light record will receive cash rewards based on their delivery volume, with top performers eligible for additional prizes such as helmets and winter gear [1] Group 2: Historical Context and Impact - Since the launch of the "No Running Red Lights" initiative in April, Meituan has invested 47 million yuan, with over 400,000 riders voluntarily participating in the commitment to avoid running red lights [1] - The platform has fully disbursed cash rewards directly to riders' accounts, and data indicates a significant decrease in the red-light violation rate among Meituan riders since the beginning of the year [1]

Core Viewpoint - Meituan has launched a nationwide "no running red lights" safety incentive program for its delivery riders, expanding from major cities to nearly 200 cities across the country, with an expected participation of 1 million riders [1] Group 1: Program Details - The program starts on December 2, coinciding with National Traffic Safety Day [1] - Riders who maintain a zero red-light running record will receive daily cash rewards [1] - The initiative includes both dedicated delivery and crowdsourced riders [1] Group 2: Financial Commitment and Participation - Since the launch of the "no running red lights" safety incentive series in April, Meituan has invested a total of 47 million yuan [1] - Over 400,000 riders have voluntarily signed up for the "I promise not to run red lights" campaign [1] - All cash rewards from the platform have been fully disbursed directly to the riders' personal accounts [1]

快递公司力推的无人物流小车，正在变成新型马路判官。 农村老奶在公路晒了几十年花生从来没人敢招惹，直到这辆坚持慢车道行驶的四轮铁憨憨不顾被碰瓷的风险，顶着老奶一身蛮力往前开。 当只认死理的遇上最不讲理的，共同造就这个当下尖端科技无人驾驶送快递vs农耕文明露天晒粮食的名场面，也让最近频频穿插在全国各地城乡道路的无 人物流小车破了圈。 人们发现，这些头顶自动驾驶和无人配送光环的高科技小车，一旦上路自带一股平静疯感，交规烂熟于心的同时也是先天卡bug圣体，随意一拍都是能上 《谭谈交通》的程度。 好一场酣畅淋漓的商战 普通人避之不及的重卡，成为无人物流车一生的向往 每一份准时送达的快递背后，都有一辆不顾路况往前飞奔的无人物流车 看着这种种公路名场面，不少人都感到疑惑，这玩意到底是怎么一夜之间就遍地开花的？ 01 需求爆发 可以看到，拥有自建物流体系的京东和苏宁，都对无人物流这项技术表示出极大的热诚，不过受限于早期无人驾驶技术的整体水平，相关产品看着概念性 十足，并且也只能集中在特定环境下的小范围测试，距离真正自主上路应用还有很长距离。 这样的情况一直持续到2021年4月，当时美团发布了一款名叫魔袋20的L4级自动驾驶无 ...