人民财讯12月18日电，12月18日，2026年元旦当日火车票开售。美团旅行发布的数据显示，元旦期间出 行的预约单量比去年同期增长近5倍。元旦期间最热门的火车线路多集中于"4小时高铁圈"内。飞机出行 方面，广州为全国元旦跨年预订最热门目的地。其中，"95后"是元旦出游的绝对主力人群。 ...

凤凰网科技讯 12月18日，美团外卖官宣周杰伦出任其品牌代言人，目前已经在各app进行广告投放。 ...

Group 1 - The core viewpoint of the article indicates that the Hong Kong technology stocks are experiencing a downward trend in early trading, with several major companies showing significant declines [1] Group 2 - Xiaomi Group (01810.HK) has dropped over 2% [1] - BYD Company (01211.HK) has also seen a decline of more than 2% [1] - Alibaba Group (09988.HK) is down by 1.8% [1] - Kuaishou Technology (01024.HK) and Meituan (03690.HK) have opened with nearly a 1% drop [1]

Core Insights - The top three companies by stockholding ratio in the Hong Kong Stock Connect are China Telecom (00728) at 72.27%, Green Power Environmental (01330) at 70.08%, and Da Zhong Public Utilities (01635) at 69.75% [1][2] Group 1: Stockholding Ratios - China Telecom (00728) has a stockholding ratio of 72.27% with 10.031 billion shares held [2] - Green Power Environmental (01330) has a stockholding ratio of 70.08% with 283 million shares held [2] - Da Zhong Public Utilities (01635) has a stockholding ratio of 69.75% with 372 million shares held [2] Group 2: Recent Increases in Holdings - Xiaomi Group-W (01810) saw an increase of 4.592 billion yuan in holdings, with a change of 11.139 million shares [2] - Meituan-W (03690) experienced an increase of 4.116 billion yuan in holdings, with a change of 4.063 million shares [2] - Beike-W (02423) had an increase of 1.644 billion yuan in holdings, with a change of 3.873 million shares [2] Group 3: Recent Decreases in Holdings - Alibaba-W (09988) experienced a decrease of 3.329 billion yuan in holdings, with a change of -2.280 million shares [3] - Tencent Holdings (00700) saw a decrease of 1.883 billion yuan in holdings, with a change of -311,300 shares [3] - Hua Hong Semiconductor (01347) had a decrease of 1.456 billion yuan in holdings, with a change of -2.134 million shares [3]

Core Viewpoint - The report highlights the top short-selling stocks in the Hong Kong market, indicating significant investor sentiment and potential market movements for these companies [1][2]. Group 1: Top Short-Selling Ratios - Sun Hung Kai Properties (80016), BYD Company (81211), and JD Health (86618) have the highest short-selling ratios at 100.00% [1][2]. - SenseTime (80020) follows with a short-selling ratio of 87.67%, while Xiaomi Group (81810) has a ratio of 84.37% [2]. Group 2: Top Short-Selling Amounts - Xiaomi Group leads in short-selling amount with HKD 1.43 billion, followed by Alibaba (09988) at HKD 1.368 billion and Tencent Holdings (00700) at HKD 1.251 billion [1][2]. - China Ping An (02318) and Meituan (03690) also feature prominently with short-selling amounts of HKD 1.115 billion and HKD 956 million, respectively [2]. Group 3: Top Short-Selling Deviation Values - Xiaomi Group (81810) has the highest deviation value at 41.14%, indicating a significant difference from its average short-selling ratio [1][2]. - BYD Company (81211) follows closely with a deviation value of 40.41%, while Far East Consortium (00035) has a deviation of 33.08% [2].

智通财经APP获悉，12月15日,小米集团-W（01810）、中国平安（02318）、美团-W（03690）南向资 金净流入金额位列市场前三，分别净流入13.82 亿、11.88 亿、7.10 亿 腾讯控股（00700）、华虹半导体（01347）、中国移动（00941）南向资金净流出金额位列市场前三， 分别净流出-7.76 亿、-5.56 亿、-5.50 亿 在净流入比方面，工银南方中国（03167）、上海实业控股（00363）、奥克斯电气（02580）以 100.00%、74.08%、73.00%位列市场前三。 在净流出比方面，中国银河（06881）、361度（01361）、中信证券（06030） 以-57.12%、-55.99%、-54.85%位列市场前三。 | 股票名称 | 净流出(元)↓ | 净流出比 | 收盘价 | | --- | --- | --- | --- | | 腾讯控股(00700) | -7.76 亿 | -8.45% | 603.000（-2.11%） | | 华虹半导体(01347) | -5.56 亿 | -20.09% | 67.300（-6.40%） | | 中国移动(0094 ...

Core Viewpoint - The e-commerce industry is shifting from scale expansion to efficiency and sustainability as major players like JD.com, Meituan, and Alibaba compete in the "minute-level fulfillment" space, focusing on hard discounts and local life increments [1] Group 1: Competitive Landscape - JD.com opened its first discount supermarket in Beijing's Mentougou district, featuring over 5,000 SKUs and local specialties to attract consumers [3][6] - Meituan's Happy Monkey supermarket, located just 5 minutes away from JD's new store, is facing pressure as both companies compete for foot traffic in overlapping product categories [3][4] - Despite having smaller store sizes, Meituan is rapidly expanding its discount format, with plans for a third store opening soon [4][5] Group 2: Supply Chain and Logistics - JD.com emphasizes the importance of logistics infrastructure in its store locations, allowing for quick replenishment and fresh product availability [6][10] - The discount supermarkets are designed to cater to family consumers who prioritize price and quality, with a focus on essential goods [7][8] - Both JD.com and Meituan are adopting strategies that include self-owned brands and hard discount pricing to meet consumer demand for quality-price ratios [8][9] Group 3: Industry Trends - The discount format has become a hot trend among internet giants, with companies like JD.com and Meituan entering the market to capture offline growth opportunities [8][9] - There is a renewed interest in physical retail among internet companies, reminiscent of the "new retail" era, as they seek to optimize operational efficiency and resource collaboration [9] - The supply chain systems for e-commerce discount formats are expected to upgrade significantly in the coming year, with increased investment in self-owned brand development [9]

Core Insights - The e-commerce industry is shifting from scale expansion to efficiency and sustainability as major players like JD, Meituan, and Alibaba compete in the "minute-level fulfillment" space [1] - The competition is intensifying as JD and Meituan launch discount supermarkets in Beijing, focusing on logistics efficiency and low pricing strategies to attract family and commuting customers [1][3] Group 1: Market Dynamics - JD opened its first discount supermarket in Beijing's Mentougou district, featuring over 5,000 SKUs and local specialties to cater to local consumers [3][5] - Meituan's Happy Monkey supermarket, which opened shortly before JD's, is facing declining foot traffic and is also competing in similar product categories [4][6] - Both companies are targeting the suburban market around Beijing, indicating a strong interest in expanding their presence in this area [5] Group 2: Supply Chain and Product Strategy - JD's discount supermarket emphasizes a large store size and comprehensive SKU coverage to attract family shoppers, while maintaining low prices on essential goods [6][9] - Meituan's strategy mirrors JD's, focusing on stable pricing for essential items and offering private label products to meet consumer quality demands [6][8] - Both companies are enhancing their supply chain capabilities, with JD leveraging local logistics to ensure quick replenishment of fresh products [5][9] Group 3: Competitive Landscape - The discount retail format has become a focal point for major internet companies, with JD, Meituan, and Hema (盒马) all vying for market share [7][8] - The competition is characterized by rapid store openings and a focus on integrating online and offline sales channels to drive growth in instant retail [8] - Industry experts predict that the supply chain systems for discount retail will undergo significant upgrades in the coming year, with increased investment in private label development [8]

Core Insights - Major companies like JD.com and Meituan are intensifying competition in the discount supermarket sector, particularly in the outskirts of Beijing, indicating a strong interest in this market segment [3][4][11] Group 1: Company Strategies - JD.com opened its first discount supermarket in Beijing's Mentougou district, featuring over 5,000 SKUs and a focus on local products to attract consumers [4][8] - Meituan's Happy Monkey supermarket is also expanding rapidly, with plans for multiple new locations in Beijing, indicating a strategy of quick replication and market penetration [6][11] - Both companies are leveraging their supply chain capabilities to ensure quick restocking and maintain product freshness, with JD.com claiming a one-hour turnaround for fresh produce [8][10] Group 2: Market Dynamics - The competition is characterized by a focus on low prices and a wide range of essential goods, appealing to price-sensitive consumers [10][11] - The discount supermarket format has become a key growth area for internet giants, as they seek to capture offline market share and adapt to changing consumer preferences [11][13] - The trend reflects a broader shift in the retail landscape, with companies aiming to enhance operational efficiency and resource collaboration while expanding their physical presence [13][14]

"到账了！买了社保以后，都不用主动申请，补贴就能准时到账，特别方便。"12月17日，在广州番禺万博天河城，一场由番禺 区社工部、市场监管局、人社局等部门指导，番禺万博商务发展中心支持的美团社保补贴线下宣导活动顺利开展，现场吸引了 众多骑手驻足咨询。 "我的养老保险补贴到账了！"这是近期许多美团骑手在查看App时发出的感叹。除广州外，辽宁锦州、江苏南京等多地举办的线 下宣导活动中，骑手们也陆续晒出补贴到账的页面。美团相关负责人表示，目前美团骑手社保补贴已覆盖全国所有省市，这也 是继4月启动试点、7月向全国推广之后，美团骑手社保工作的突破性进展。 美团骑手社保12月正式覆盖全国，广州部分骑手社保补贴已到账。（摄/陈穗丰） 据悉，在监管部门指导下，经过5年探索，美团于今年4月推出行业内首个面向全体骑手的养老保险补贴方案。该方案允许骑手 根据个人需求选择在户籍地或工作地参保并申请，不管是长期稳定跑单，还是过渡兼职的骑手，只要在美团上的月收入达到就 业地相关缴费基数下限，且近6个月有3个月满足该条件，美团就以相关缴费基数为基准，补贴50%的养老保险费用，真正实 现"人人可参与、人人可受益"。 覆盖广泛，减轻负担 月底缴 ...