每经编辑｜金冥羽 向江林 10月30日，多地骑手向媒体反映，美团骑手App内已全面上线"屏蔽恶意用户"功能。美团骑手官方号随后发布视频，证实"骑手屏蔽恶意顾客"功能已全国 上线。遭遇辱骂等不当行为，骑手可申请屏蔽用户。 此前，据美团产品负责人介绍，今年在恳谈会上，骑手"公平感"与"尊重感"的诉求非常强烈，专家建议可适当增加骑手选择权，为个人劳动者提供更多弹 性决策空间，同时鼓励美团完善各方权益。 随着外卖市场规模的扩大，外卖骑手与顾客的摩擦屡见不鲜。据媒体报道，有骑手遇到顾客备注"外卖员不叫爹就给差评"，还有外卖员没帮顾客扔垃圾遭 差评，平台收到反馈后仅仅消除差评了事。 社交平台上，有骑手认为，平台此举可以保护骑手，骑手屏蔽顾客后不用担心再受气；也有骑手认为，一个大区域内，你不送有的是骑手送，屏蔽两个用 户并不会影响什么。 行业人士表示，平台为用户和骑手提供更多双向选择权，保护各方权益，是个有益探索。 此前，该功能试运营时曾引发网友热议，不少网友表示"就应该这样，外卖员也有选择权"，还有网友称"最多只能屏蔽两个太少了"。 | 你怎么看？ | | --- | | 编辑 金冥羽 向江林 | | 校对 陈星 | | ...

Core Points - The "block malicious customers" feature for Meituan delivery riders has been fully launched nationwide, allowing riders to block up to 2 users for a period of 365 days [1][3] - This feature was developed in response to strong demands from riders for a sense of fairness and respect, as highlighted in discussions earlier this year [1] - Riders can submit evidence such as recordings, videos, or chat logs to block users who engage in inappropriate behavior, ensuring they do not receive orders from those users for one year [1][3] Summary by Categories - **Feature Implementation** - The "block malicious customers" feature is now available across the country, allowing riders to block up to 2 users for 365 days [1][3] - The system will automatically match other riders to ensure order delivery is not affected, even if a rider blocks a user [1] - **Rider Support and Feedback** - The feature was introduced following strong feedback from riders regarding their need for more control and respect in their work environment [1] - Experts suggested increasing riders' decision-making power and improving their rights [1] - **Evidence Submission Process** - Riders can provide evidence of inappropriate behavior, such as recordings or chat logs, to support their request to block a user [1][3] - The blocking period lasts for one year, after which the block is automatically lifted, but riders can adjust their block list at any time [1]

Macro Dynamics - The Ministry of Finance and the State Administration of Taxation announced a tax policy regarding gold transactions, exempting value-added tax for members or clients trading standard gold through the Shanghai Gold Exchange and Shanghai Futures Exchange, effective from November 1, 2025, to December 31, 2027 [2] - A nationwide 1% population sampling survey has commenced, targeting approximately 5 million households and 14 million individuals to gather data on demographics, employment, migration, marriage, fertility, and housing conditions [3] Energy Sector - In September 2025, 7,218 new renewable energy projects were registered, including 32 wind power projects and 7,184 solar power projects, with a significant focus on distributed solar energy [6] - The completion of China's thorium-based molten salt experimental reactor in Gansu represents a significant advancement in nuclear energy technology, aiming to reduce reliance on imported uranium and enhance energy security [7] Financial Institutions - Zhejiang Wangshang Bank reported a total asset scale of 521.46 billion yuan as of the end of September 2025, marking a 10.7% increase from the beginning of the year, with a slight decrease in operating income but a 30.2% increase in net profit [9] Market Data - On October 31, U.S. stock indices collectively rose, with the Nasdaq up 0.61%, marking a 2.24% increase for the week and a 4.7% increase for October [11] - The Nasdaq China Golden Dragon Index rose by 0.53% on October 31, ending a five-month decline [12] Company Dynamics - Novo Nordisk's CEO announced that the company is nearing completion of its plan to lay off 9,000 employees as part of a global restructuring effort [14] - Meituan's flash sale reported significant sales growth on the first day of its Double 11 promotion, with nearly 800 brands seeing sales double compared to the previous year [15] - A land dispute involving Hainan Natural Rubber Industry Group's subsidiary has been reported, with local authorities intervening to maintain order following a conflict over land rights [16]

Core Insights - Meituan Flash Purchase has launched the "Brand Official Flag Lightning Warehouse," allowing brands to set up official flagship stores and providing infrastructure for instant retail [1][2][3] - This initiative represents a significant innovation in the retail sector, expanding from traditional retail brands to purely online e-commerce brands [1][2] - Deloitte's report indicates that traditional offline retail in China is expected to underperform by 2025, while instant retail is rapidly growing, highlighting the need for innovation in retail operations [1][2] Group 1: Brand Collaboration and Expansion - Over a hundred brands, including Sony PlayStation, JBL, and L'Oreal, have already joined the "Brand Official Flag Lightning Warehouse," which has been piloted in major cities like Beijing and Shanghai [2][3] - The initiative aims to transform traditional retail spaces into experience centers while enhancing online presence for brands [2] - The "Brand Official Flag Lightning Warehouse" is seen as a crucial step for brands to upgrade their retail channels and adapt to changing consumer behaviors [2][3] Group 2: Future Prospects and Market Strategy - Meituan Flash Purchase plans to expand the "Brand Official Flag Lightning Warehouse" to thousands of brands across various categories, including electronics, beauty, and household goods [3] - The company is responding to a growing demand from brands for collaboration in instant retail, aiming to facilitate their entry into this market [3] - During the upcoming Double 11 shopping festival, these brands will leverage the new model to participate in both online and offline sales channels [3]

今日，美团闪购发布双11首日战报：10月31日大促首日，Apple、茅台、美素佳儿等近800个品牌销量同 比增长超100%。全棉时代、徕芬、蕉下、罗技、毛戈平等品牌官方旗舰店销量较平日增长超10倍，上 百个品牌官方旗舰店整体销量增长300%。手机、白酒、奶粉等近300类商品销量同比增长超100%：手 机销量增长2倍；白酒销量增长超5倍。大量传统电商品类和新品类商品在美团闪购双11卖爆：运动相 机、黄金、运动鞋服、游戏机、笔记本电脑等销量同比增长均超10倍。 ...

在北京地区，该方案本月开始落地实施。根据北京市社保缴纳规则，仅北京户籍骑手能够以灵活就业身 份参加北京城镇职工的社保缴纳。在京跑单的非京籍骑手可自愿选择在户籍所在地进行社保缴纳，同样 可以向平台申领补贴。 本报讯（记者杨天悦）今年2月，京东和美团平台相继宣布骑手社保方案，如今，行业首个面向全部骑 手开放的社保补贴方案出炉了。记者从美团获悉，骑手养老保险补贴已正式覆盖全国，自本月起，所有 类型的骑手都可在平台骑手APP及当地社保咨询点查阅社保补贴细则。 补贴细则显示，不论全职骑手、兼职骑手还是众包骑手，只要骑手在过去6个月内有3个月收入达到当地 社保缴费基数下限，就将自动获得养老保险补贴资格。骑手可根据个人意愿缴纳社保，平台将对符合条 件的骑手参保提供50%的补贴支持。其中，基础保障包括养老保险补贴、"骑手工伤险"、意外伤害险、 特殊天气补贴等，进阶保障包括覆盖骑手和家人的大病关怀保障、子女教育基金等，总计将覆盖数百万 人。 在北京跑单的骑手荀梦蝶来自河南，她在当地社保平台完成"灵活就业人员参保登记"，审核通过并缴纳 社保后，美团骑手APP会自动按月把社保补贴发放到骑手个人账户。按照当地社保缴费基数下限3831 ...

Group 1 - The 8th China International Import Expo (CIIE) will host an important buyer selection meeting from November 6 to 8 at the National Exhibition and Convention Center (Shanghai) [1] - The event is co-hosted by the China International Import Expo Bureau, the National Exhibition and Convention Center (Shanghai), and the Industrial and Commercial Bank of China [1] - The focus of the event includes various sectors such as fruits and vegetables, dairy products, alcoholic beverages, coffee, tea, meat, seafood, snacks, cosmetics, home appliances, and health products [1] Group 2 - An e-commerce platform selection meeting will be a key component of the buyer selection meeting, scheduled for November 7 from 10:00 to 12:00 [1][4] - Multiple e-commerce platforms, including JD.com, Tmall Global, Douyin E-commerce, and Meituan, have confirmed their participation with procurement teams [1] - Specific procurement needs from various platforms include a wide range of products such as dairy, fruits, vegetables, alcoholic beverages, snacks, cosmetics, and home goods [1][18][30] Group 3 - As of October 30, exhibitors from countries like Australia, Canada, and Malaysia have actively registered for the event, showcasing agricultural and consumer products [64] - The expo invites exhibitors to register for participation and engage in discussions with buyers to explore cooperation opportunities [64]

Market Overview - On October 31, the Hang Seng Index fell by 1.43%, closing at 25,906.65 points, with a total net buy of HKD 8.719 billion through the southbound trading channel [1] - The total trading amount for the southbound trading was HKD 125.148 billion, with a net buy of HKD 8.719 billion [1] Southbound Trading Details - The Shanghai Stock Exchange's southbound trading had a total trading amount of HKD 76.315 billion, with a net buy of HKD 5.772 billion; the Shenzhen Stock Exchange's southbound trading had a total trading amount of HKD 48.833 billion, with a net buy of HKD 2.947 billion [1] - In the top ten active stocks for the Shanghai Stock Exchange's southbound trading, Alibaba-W had the highest trading amount of HKD 58.52 billion, followed by SMIC and Tencent Holdings with trading amounts of HKD 43.31 billion and HKD 30.98 billion, respectively [1] Stock Performance - In terms of net buy amounts, Xiaomi Group-W led with a net buy of HKD 5.56 billion, despite a closing price drop of 2.17% [1] - Alibaba-W had the highest net sell amount of HKD 4.81 billion, with a closing price decline of 4.07% [1] - For the Shenzhen Stock Exchange's southbound trading, Alibaba-W also led with a trading amount of HKD 43.07 billion, followed by SMIC and Tencent Holdings with amounts of HKD 28.25 billion and HKD 26.32 billion, respectively [2] - Meituan-W had the highest net buy amount of HKD 4.65 billion, while Tencent Holdings had the highest net sell amount of HKD 10.47 billion, with a closing price drop of 3.38% [2] Active Stocks Summary - The top active stocks on October 31 included: - Alibaba-W: Trading amount of HKD 585.186 million, net sell of HKD 48.075 million, daily change of -4.07% [2] - SMIC: Trading amount of HKD 433.135 million, net sell of HKD 7.807 million, daily change of -5.30% [2] - Tencent Holdings: Trading amount of HKD 309.840 million, net sell of HKD 17.172 million, daily change of -3.38% [2] - Xiaomi Group-W: Trading amount of HKD 193.915 million, net buy of HKD 55.560 million, daily change of -2.17% [2]

Core Insights - The integration of "digital intelligence" and "green" initiatives is advancing corporate ESG (Environmental, Social, and Governance) practices from conceptual advocacy to systematic and intelligent implementation [1][3] - The fourth annual forum on sustainable development for listed companies, themed "Digital Intelligence and Green Movement Leading New Journey," was held in Beijing, revealing the winners of the "Ernst & Young Sustainable Development Annual Best Awards 2025" [1][3] - The awards highlighted the innovative practices of Chinese companies in the ESG and AI integration space, showcasing their contributions to building a modern industrial system and achieving high-quality development [1][3] Group 1: Event Overview - The forum featured 2 special awards, 12 outstanding companies, 2 distinguished individuals, 16 excellent cases, and 1 special contribution award for technological innovation in ESG development [1][3] - The focus of this year's awards was on the role of digitalization as an innovative driving force, emphasizing zero-carbon technology and AI's role in enhancing productivity [1][3] Group 2: Industry Trends - Ernst & Young's China Chairman noted that 2023 is a pivotal year for global sustainable development, marking the 10th anniversary of the Paris Agreement and the 20th anniversary of the "Green Mountains and Clear Water are Gold and Silver Mountains" concept [3] - The rapid advancement of AI technology is accelerating the digital and green transformation of Chinese enterprises, positioning them as key players in sustainable development [3][4] Group 3: AI and ESG Integration - Companies are encouraged to integrate ESG into their core strategies and leverage technology to transform sustainable development into a quantifiable and operational value system [4][5] - Ernst & Young has introduced AI-driven solutions, including the DeepSeek model and the METIS AI platform, to support enterprises in their green transformation efforts [4][5] Group 4: Award Evaluation and Criteria - The evaluation framework for the awards includes nine dimensions, focusing on technological innovation, low-carbon benefits, and social responsibility [5] - This year, an AI assessment component was introduced to enhance the evaluation process, utilizing a comprehensive ESG information database [5] Group 5: Future Outlook - Ernst & Young aims to deepen its professional service capabilities, helping companies embed sustainable development into their strategic core and operational processes [6]

Core Points - Meituan has launched a new feature in its delivery rider app that allows riders to block malicious users who engage in inappropriate behavior during deliveries [1] - Riders can submit evidence such as audio recordings, videos, or chat logs to request the blocking of a user, with a maximum of two users blocked per rider for a period of 365 days [1] - The system will automatically match other riders to ensure that order delivery is not affected, even if a rider has blocked a user [1] Summary by Sections - **Feature Implementation** - The "block malicious users" feature is now fully operational in the Meituan rider app [1] - Riders can block users who insult, harass, or request personal information during deliveries [1] - **Blocking Mechanism** - Each rider can block up to two users for one year, with the option to adjust the list at any time [1] - The blocking period lasts for 365 days, after which it is automatically lifted [1] - **User Experience and Safeguards** - Meituan has implemented measures to ensure that user experience remains unaffected, including automatic matching of other riders to orders [1] - The company has adjusted the initial plan from three to two blockable users based on pilot feedback to prevent potential misuse of the feature [1] - During the pilot phase, user order ratings and delivery punctuality were not significantly impacted [1]