Group 1 - Meituan plans to invest $1 billion in Brazil over the next five years to support the local development of its delivery service, Keeta [1] - The Brazilian food delivery market is dominated by iFood, which holds 90% market share, presenting significant challenges for Meituan [3] - The Brazilian food delivery market is valued at $12 billion and is growing at a rate of 20% annually, making it an attractive opportunity for Meituan [6] Group 2 - Keeta aims to differentiate itself from iFood by avoiding exclusive contracts with restaurants and instead focusing on reasonable commissions and quality service [6] - Meituan has over 1,000 algorithm experts and a data model that optimizes order distribution and rider management, which can be applied in Brazil [7] - The $1 billion investment will be used to develop digital tools, marketing resources, and establish a logistics network with over 100,000 riders, aiming to cover 1,000 major cities in five years [7] Group 3 - Keeta is exploring the use of drones for delivery, having experience with over 1 million drone or autonomous delivery instances, although local regulations currently restrict this [7] - The active number of delivery riders in Brazil is estimated to be less than 1 million, with iFood having fewer than 500,000 active riders [7] - Keeta plans to enter 15 metropolitan areas by June 2026, focusing solely on food delivery, with potential future expansions into fresh produce and pharmaceuticals [7]

Core Insights - The "night economy" is experiencing significant growth due to ongoing high temperatures, with a notable increase in "night tourism" searches and comments by approximately 100% since July [1] - The age distribution of "night tourism" participants is balanced, with the highest proportion (27.1%) being users under 30 years old [1] - The peak activity hours for night tourism are identified as the "golden 4 hours" from 6 PM to 10 PM [1] Group 1: Night Tourism Trends - The search interest in "museum night tours" has surged by nearly 200% since July, with specific exhibitions extending their hours to accommodate night visitors [4] - The keyword "scenic night tours" has seen a remarkable increase of about 230% in search volume, indicating a growing market for nighttime attractions [4] - Tourist behavior has shifted, with many visitors entering attractions later in the day due to high temperatures, prompting venues to extend their operating hours and enhance nighttime offerings [4][5] Group 2: Economic Impact and Government Support - The Ni Mountain Tourist Resort has welcomed over 160,000 visitors since its opening on May 31, with over 50% of them being young adults under 30 [5] - The total order value for the Ni Mountain Tourist Resort has increased by 20% year-on-year during the summer season, reflecting the positive impact of night tourism on revenue [5] - Local governments are implementing policies to support the night economy, which is expected to enhance the overall vitality of the tourism market and create new growth opportunities for cultural and tourism venues [6]

本报讯 （记者梁傲男）7月29日，美团启动2026届校园招聘。此次招聘预计共招募6000人，覆盖技术、 产品、商业分析、运营、金融、零售、职能等10大类、100余种岗位，岗位涉及北京、上海、深圳、成 都、广州、香港、利雅得、迪拜、圣保罗（巴西）等全球数十个城市。值得关注的是，其中技术类岗位 占比超过三分之一，更多境外岗位面向应届生开放。 据悉，符合条件的高校同学7月29日起可通过美团招聘官网和"美团招聘"公众号投递岗位志愿，网申投 递将持续至10月底。 在"重视校招生招募和培养"的导向下，美团稳定、长期开展大规模的校园招聘。近两年，美团平均每年 入职超过6000名应届校招生，覆盖所有业务部门和岗位类型，2025年全年面向校园提供超15000个岗 位。美团招聘相关负责人表示，"美团一直坚持'零售+科技'战略，坚信只有依靠高科技才能在全世界范 围内'帮大家吃得更好，生活更好'，本次2026届校园计划招聘的6000人中，技术岗位占比超过了三分之 一。" 为帮助学子在就业过程中能够获得更好成长，美团为校招生建立了一套系统性培养机制，包括：通 过"美团萌芽校招生成长计划"和100%的导师配备，为校招生提供专属培养；通过 ...

据澎湃新闻，7月29日，美团启动2026届校园招聘。 值得关注的是，其中技术类岗位占比超过三分之一，更多境外岗位面向应届校招生开放。 此次招聘预计共招募6000人，覆盖技术、产品、商业分析、运营、金融、零售、职能等10大类、 100余种岗位，岗位涉及北京、上海、深圳、成都、广州、香港、利雅得、迪拜、圣保罗（巴西）等 全球数十个城市。 ...

Group 1 - The core viewpoint of the article highlights the rising rankings of the three major food delivery giants, Meituan, Alibaba, and JD.com, in the 2025 Fortune Global 500 list [1] - JD.com improved its ranking by 3 positions, now at 44th place, with a revenue of $161.0554 billion [1] - Alibaba's ranking increased by 7 positions to 63rd, with a revenue of $138.065 billion [1] - Meituan's ranking rose by 57 positions, landing at 327th, with a revenue of $46.92 billion [1]

Core Viewpoint - The article discusses the intense competition between Meituan and Alibaba's Taobao Flash Purchase, highlighting the strategic maneuvers and market dynamics at play in the food delivery and instant retail sectors [3][58]. Group 1: Market Dynamics - The fierce competition in the food delivery market has led to significant financial investments, with Meituan's core business operator Wang Puzhong calling for a "ceasefire" after a 25 billion yuan battle [3][5]. - Despite the cessation of reckless subsidies, promotional activities continue, with users still able to access substantial discounts on delivery apps [5][23]. - Instant retail is projected to exceed 1 trillion yuan in scale this year, with a forecast of surpassing 2 trillion yuan in the next five years, driven by major players like Meituan, JD.com, and Douyin [14][15]. Group 2: Strategic Moves - Alibaba's strategy appears to focus on defensive maneuvers rather than directly surpassing Meituan, aiming to protect its e-commerce base from encroachment [8][9]. - The launch of Taobao Flash Purchase is seen as a way to preemptively counter Meituan's expansion into e-commerce, with Alibaba emphasizing a unique branding strategy to capture user attention [18][19]. - Meituan's response to Alibaba's aggressive moves includes a "bloodletting plan," utilizing high-value coupons and promotions to maintain its market position [45][49]. Group 3: User Engagement and Experience - User engagement metrics have surged across platforms, with JD.com reporting an increase of 20.73 million daily active users, and Taobao surpassing 200 million daily active users [23]. - The article notes that while Taobao Flash Purchase has seen rapid order growth, it struggles with user experience issues, such as limited merchant recommendations and a less flexible interface compared to Meituan [28][32]. - The sustainability of high order volumes driven by subsidies is questioned, as the influx of "bargain hunters" may not translate into long-term customer loyalty [37][56]. Group 4: Financial Implications - The financial implications of the subsidy wars are significant, with Alibaba reportedly spending 231.8 billion yuan on subsidies in a short period [49][50]. - The article suggests that while high order volumes can be achieved through aggressive marketing, the long-term profitability of such strategies remains uncertain, especially as operational costs rise [36][56]. - Meituan's ability to maintain a competitive edge may hinge on its operational efficiency and technological infrastructure, which are currently under strain from the high volume of orders [53][54].

Group 1: Internet User Growth and Engagement - As of June 2025, the total number of monthly active users across the internet reached 1.267 billion, marking a year-on-year growth of 2.5% [1][6] - The average daily usage time per user was 7.97 hours, with an average of 117.9 sessions per day, reflecting increases of 7.8% and 2.6% respectively compared to the previous year [1][8] - The growth in user engagement is primarily driven by younger and older demographics, with a notable shift towards first-tier cities [10][12] Group 2: Competitive Landscape Among Internet Giants - The top 15 internet companies have a combined unique user base exceeding 400 million, with Tencent, Alibaba, Douyin Group, and Baidu leading the first tier [1][14] - JD.com and Douyin Group saw user growth rates of 13% and 12% respectively, while Pinduoduo and Baidu experienced minimal growth of 0.2% and 1.3% [1][14] - The competition among major players has intensified, particularly in the AIGC, instant retail, and online travel sectors [1][18] Group 3: AI Application Growth - By June 2025, 66.7% of the top 30 AI applications originated from the leading four internet companies, indicating fierce competition in the AI space [2][35] - The user overlap among Taobao, JD.com, and Meituan reached 388 million, a year-on-year increase of 22.8% [2][15] - The growth of AI applications is evident, with significant increases in user numbers for AI native apps and plugins, particularly in the search engine sector [2][28][30] Group 4: Advertising and Marketing Trends - The internet advertising market in China surpassed 200 billion yuan in Q2 2025, reflecting a year-on-year growth of 6.8% [39][47] - Approximately 36.3% of brands with internet advertising spent over 10 million yuan, an increase of 3.6 percentage points from the previous year [47][49] - The 618 shopping festival remained a key marketing event, with traditional industry advertisers accounting for 17.6% of total ad spending in the first half of 2025 [51][53] Group 5: Online Retail and Consumer Behavior - The online shopping sector continues to thrive, with significant growth observed in JD.com and Xianyu, particularly during the 618 shopping festival [127][129] - Instant retail has emerged as a new growth area, with Meituan actively participating in driving offline consumption [134][136] - The demand for personalized and experiential travel services is increasing, with online travel platforms integrating various services to enhance user experience [100][106]

Group 1 - Guizhou's retail sales of tobacco and alcohol increased by 7.4% in the first half of 2025, with a total retail sales growth of 4.0% year-on-year [2][3] - In the first half of 2025, the production of liquor in Lüliang City decreased by 0.8%, while the overall industrial added value grew by 3.9% [2][3] - The city of Renhuai is exploring the establishment of a "express train" for liquor delivery to enhance export trade and market promotion [4][5] Group 2 - Moutai launched a promotional event for its products, offering discounts and prizes, running from July 28 to August 3 [5] - Moutai's distributor association in Henan held a re-election meeting, emphasizing the need for transformation and technology integration to meet consumer demands [5] - Moutai Fund has invested in Leju Robotics, increasing its registered capital by approximately 19.5% [5][6] Group 3 - Qingdao Beer expects its transaction volume on Meituan Flash Purchase to exceed 1.5 billion yuan in 2025, driven by significant growth in key products [7] - Huazhi Youxuan focuses on a new retail model combining products and services, aiming for rapid turnover and customer engagement [7] - Fenggu Liquor is strategizing for the second half of 2025, emphasizing quality and sustainable development in its operations [8] Group 4 - A compliance notice for the production and operation of sauce-flavored liquor was issued, emphasizing the importance of maintaining the reputation of Guizhou liquor [8][9] - The National Standardization Technical Committee for Winemaking announced plans to revise standards for mountain grape wine and ice wine [10] - Shanzhuang Group's new brewing base project, with an investment of 2.34 billion yuan, is set to be operational by the end of the year, significantly increasing production capacity [10] Group 5 - Rémy Cointreau reported a 5.7% organic sales growth in the first quarter of the 2025-26 fiscal year, with a slight decline in the Chinese market [10]

责任编辑：李思阳 京东集团营收为1610.554 亿美元，阿里巴巴营收为 1380.65 亿美元，美团营收为469.2 亿美元。 7月29日，2025年《财富》世界500强排行榜揭晓。目前，外卖大战愈演愈烈，世界500强榜单中，外卖 三巨头美团、阿里、京东中，京东集团的排名比去年上升3位，位居第44位；阿里巴巴排名上升7位，位 居63位；美团的排名上升57位，位居第327位。 ...

2024年，500家公司的整体利润持续增长，利润总和为有史以来的第二高，接近3万亿美元。沙特阿美利 润虽然同比下降约13%，却仍然以约1,050亿美元的利润蝉联最赚钱公司(利润榜)榜首；谷歌母公司 Alphabet位列利润榜第二，超越苹果公司(AAPL.US)成为全球最赚钱的科技企业。英伟达(NVDA.US)利 润同比大幅增长约145%，首次进入利润榜前十位，位列第六。另外三家美国科技企业——微软 (MSFT.US)、Meta Platforms(META.US)和亚马逊分别位居利润榜的第五、第七和第八位。 伯克希尔-哈撒韦公司利润下降约7.5%，仍以超过889亿美元的利润位居今年利润榜第四位。中国工商银 行(601398.SH)是唯一进入利润榜前十的中国公司，去年利润超过508亿美元。 中国、美国和日本 今年，加上中国台湾地区企业，中国共有130家公司上榜，比去年减少3家，上榜公司数量再次仅次于美 国，位居第二，是2019年以来数量最少的一年。作为对比，美国今年共计138家公司上榜，比上一年减 少1家，大公司数量继续位居各国之首。 进入榜单的中国大陆(含香港)公司数量为124家，比去年减少4家。日本上榜公司 ...