美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行 为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承诺从自身做起，并 积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示，开展补贴活动将严 格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权。 此外，饿了么、淘宝闪购也发文表示，为了更好地助力实物消费与服务消费的结合，更持续地推进技术 升级与商业创新，构筑公平透明、各方共赢的机制，在有关部门指导下，我们承诺将进一步重点做好以 下四项工作： 一、从消费者和商家需求出发，合理规划发放补贴。我们尊重并保障商家参与活动的知情权、选择权和 定价权，为此建立了专项的严查和治理机制，并设立了兜底赔付。 四、合作促进生态共赢。围绕商家参与、商品品质、骑手权益等核心议题，我们建立了"倾听-征询-优 化-反馈"体系，多场恳谈会正在各地陆续开展。 在驶向"大消费时代"的船上，商家、骑手、消费者都是不可缺的坚实力量。我们将一如既往地与大家共 同努力，让这艘大船能够行稳致远。 责任编辑：李思阳 二、坚决抵制恶性竞争。我们将主动杜 ...

Core Viewpoint - Meituan emphasizes the importance of regulating promotional activities on its food delivery platform to ensure fair competition and a healthy industry ecosystem [1] Company Actions - Meituan has committed to strictly adhering to relevant laws and regulations regarding subsidy activities [1] - The company will not force or indirectly compel merchants to participate in subsidy activities, ensuring merchants' autonomy in pricing [1] Industry Impact - Meituan calls for the industry to collaboratively build a good ecosystem that promotes the standardized and sustainable development of the food service sector [1] - The company aims to eliminate unfair competition practices and foster mutual benefits among all parties involved [1]

美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行 为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承诺从自身做起，并 积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示，开展补贴活动将严 格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权。 责任编辑：李思阳 ...

智通财经8月1日电，美团官微今日发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视， 将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有序行业秩序，促进各方互利共赢。美团承 诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。美团表示， 开展补贴活动将严格遵守相关法律法规，不强制或变相强制商家参加补贴活动，切实保障商家自主定价 权。 美团呼吁抵制"内卷式"竞争 共建行业良好生态 ...

比亚迪股份-R(81211)、中国海洋石油-R(80883)、美团-WR(83690)上一交易日沽空比率位于前三位，分 别为96.88%、80.42%、75.34%。美团-W(03690)、阿里巴巴-SW(09988)、快手-W(01024)的沽空金额位 居前三，分别为34.76 亿元、25.06 亿元、13.74 亿元。万科企业(02202)、中国海洋石油-R(80883)、比亚 迪股份-R(81211)的偏离值位居前三，分别为36.01%、35.40%、26.18%。 前十大沽空比率排行 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 比亚迪股份-R(81211) | 496.68 万元 | 96.88% | 26.18% | | 中国海洋石油-R(80883) | 57.37 万元 | 80.42% | 35.40% | | 美团-WR(83690) | 715.97 万元 | 75.34% | 15.02% | | 商汤-WR(80020) | 88.77 万元 | 66.55% | 13.10% | | 阿里巴巴-SWR(89988 ...

三周前，本就硝烟弥漫的外卖大战达到高潮。其时，各大外卖平台大规模补贴消费者，关键词"免费奶茶"冲上热搜榜首，众多网友在微博上惬意的分享 着"0元购"奶茶的经历。个别城市茶饮门店订单编号有突破四位数的，排队等待自取或配送时间有超过1小时的，这是以前从未过的景象，奶茶市场可 谓"空前繁荣"。 即将又是一个周末，背靠沙发、划动手机屏幕，看着各种"好礼"、"兑换券"纷纷到账，可是无论领券或者凑单，消费者再也无法像三周前那样，在线上点 到免费的外卖。 美团、阿里、京东，三大集团在外卖市场的竞争仍在继续。只是现在，三大集团的促销更加理性，眼光更加长远。外卖大战硝烟逐渐散去，万点研究和大 家一起回顾一下之前的外卖大战，到底发生了什么，我们又能看到什么？ 外卖战下奶茶市场曾空前"繁荣" 京东这家以3C产品起家的电商巨头的加入，让外卖市场的"战争"突然"烽烟四起"。 在京东加入外卖大战之前，艾媒咨询数据显示，2024年中国消费者使用的外卖平台，美团以50.17%的占比位列第一，KFC/麦乐送/吉时送/必胜客宅急送等 品牌小程序、APP和饿了么位居第二、第三，占比分别为41.96%和40.73%（小编注释：因为同一消费者可以使用 ...

打江山容易，守江山难。主动进攻方有更多选择，战略目标也许只是战略叨扰。但被动卷入的美团，可能并没有竞争对手那么多赢的空间。 直到2023年，王莆中才出现在美团的财报中。 这一年，美团成功打跑了来势汹汹的抖音，主导者就是王莆中。 这是王莆中的高光时刻，但没成想，进入2025年，新的使命再次落到头上。 这位华北电力大学的高材生，如今掌管十个板块的"相印"，在实际权力上已经是王兴之下的"二号位"，阻击蒋凡、刘强东的关键人物。 王慧文"平替" 2020年初，王慧文宣布从美团彻底退休，美团痛失"二号人物"。 作为王兴的室友，王慧文是王兴极为倚仗的人。二人一同创办了人人网，又一同创立了美团。在美团与大众点评、百度、阿里、滴滴打仗的10年间，王慧 文主导了一场又一场硬仗。 王慧文宣布退出的前后脚，王兴宣布启动"领导梯队培养计划"，推动公司人才盘点、轮岗锻炼、继任计划等一系列工作，事实上就是寻找王慧文的继任 者。 易观数据显示，2015年，饿了么以33.6%的份额领跑整体外卖市场，到2019年上半年，美团外卖的市场份额52%，比饿了么高了8个点。 履约能力是外卖的重中之重，王莆中在这方面立下了汗马功劳。据晚点，内部人士评价他 ...

Group 1 - The humanoid robot industry is experiencing a rare wave of financing, primarily from established internet giants, marking a shift in investment dynamics [1][3] - Major players like JD.com, Tencent, and Meituan are actively investing in humanoid robotics, with JD.com making significant investments in multiple companies within a short timeframe [2][20] - Meituan has invested in around 30 robotics-related companies over the past three years, positioning itself as a dominant player in the robotics sector [5][6] Group 2 - Tencent is focusing on creating an open collaborative ecosystem in the humanoid robotics space, rather than competing directly in hardware development [9][10] - Tencent's Tairos platform aims to provide modular capabilities for robot manufacturers, emphasizing a supportive role in the industry [11][12] - Alibaba's approach to investment in humanoid robotics is more subdued, focusing on foundational technologies rather than direct competition in the hardware space [13][14][17] Group 3 - JD.com's strategy in humanoid robotics emphasizes scene collaboration and deep integration, leveraging its extensive supply chain for practical applications [22][24] - The company has launched its own brand, JoyInside, to enhance interaction capabilities in humanoid robots, indicating a comprehensive approach to the technology [23][25] - The investment landscape is evolving, with internet giants increasingly collaborating rather than competing, as seen in shared investments in key projects like Yushun Technology [27][30] Group 4 - The current financing environment in the humanoid robot industry shows a stark contrast between well-funded leading projects and those struggling to secure investment [31]

Key Points - The top three companies with net inflows from southbound funds are Xiaomi Group-W (01810) with 1.665 billion, Tencent Holdings (00700) with 830 million, and Alibaba-W (09988) with 747 million [1] - The companies with the highest net outflows are Pop Mart (09992) with -354 million, China Life (02628) with -351 million, and Kingsoft Cloud (03896) with -300 million [1] - In terms of net inflow ratio, Qin Port Co. (03369) leads with 78.68%, followed by Reshaping Energy (02570) with 76.94%, and Cang Port Railway (02169) with 65.01% [1] - The companies with the highest net outflow ratios include Chongqing Rural Commercial Bank (03618) at -61.37%, Bank of China Aviation Leasing (02588) at -53.31%, and Swire Properties (01972) at -45.99% [1] Net Inflow Rankings - Xiaomi Group-W (01810) had a net inflow of 1.665 billion, representing a 12.37% increase [2] - Tencent Holdings (00700) saw a net inflow of 830 million, with an 8.94% increase [2] - Alibaba-W (09988) recorded a net inflow of 747 million, reflecting a 10.60% increase [2] - The highest net inflow was observed in CSPC Pharmaceutical Group (01093) with 654 million and a 21.81% increase [2] Net Outflow Rankings - Pop Mart (09992) experienced a net outflow of -354 million, with a -10.47% decrease [2] - China Life (02628) had a net outflow of -351 million, reflecting a -11.90% decrease [2] - Kingsoft Cloud (03896) recorded a net outflow of -300 million, with a -24.18% decrease [2] - Meituan-W (03690) also saw a significant outflow of -291 million, representing a -5.32% decrease [2] Net Inflow Ratio Rankings - Qin Port Co. (03369) leads with a net inflow ratio of 78.68% and a net inflow of 340,000 [3] - Reshaping Energy (02570) follows with a net inflow ratio of 76.94% and a net inflow of 10.53 million [3] - Cang Port Railway (02169) has a net inflow ratio of 65.01% with a net inflow of 4.3967 million [3] - Other notable companies include Meizhong Jiahe (02453) with a 61.71% net inflow ratio [3] Net Outflow Ratio Rankings - Chongqing Rural Commercial Bank (03618) has the highest net outflow ratio at -61.37% with a net outflow of -1.04 billion [3] - Bank of China Aviation Leasing (02588) follows with a net outflow ratio of -53.31% and a net outflow of -15.3728 million [3] - Swire Properties (01972) has a net outflow ratio of -45.99% with a net outflow of -29.4662 million [3]

| 序号 | 名称 | 港股代码 | ADR换算价(HKD) | 较港股升跌 | 较港股升跌% | AD ADR最新价(美元) | | --- | --- | --- | --- | --- | --- | --- | | 1 | 腾讯控股 | 0 00700 | 550.011 | +0.011 | 0.00% | 70.070 | | 2 | 阿里巴巴-W | 09988 | 118.360 | +2.660 | 2.30% | 120.630 | | 3 | 建设银行 | 00939 | 8.003 | -0.047 | -0.59% | 20.390 | | 4 | 汇丰控股 | 00005 | 96.234 | +0.084 | 0.09% | 61.300 | | 5 | 小米集团-W | 01810 | 52.874 | -0.276 | -0.52% | 33.680 | | 6 | 友邦保险 | 01299 | 73.059 | -0.341 | -0.46% | 37.230 | | 7 | 美团-W | 03690 | 120.489 | -1.111 | -0.91% | 30.700 ...