Core Insights - JD's food delivery brand Qixian Xiaochu has quietly launched on Meituan and Taobao Flash Sale platforms, indicating a strategic expansion into competitive food delivery markets [1] Group 1: Company Performance - Qixian Xiaochu has achieved a monthly sales volume of 2,000 orders on Taobao Flash Sale and 400 orders on Meituan, showcasing its initial traction in these new platforms [1] - Since its opening, Qixian Xiaochu has sold a total of 90,000 orders on JD's instant delivery platform, reflecting strong demand for its offerings [1] Group 2: Pricing Strategy - The price for a rice bowl on Meituan and Taobao Flash Sale can be reduced to between 15 to 20 yuan after applying large red envelope discounts, making it competitive [1] - A price comparison indicates that JD's instant delivery platform currently offers the lowest prices for similar dishes, which may attract price-sensitive consumers [1]

【#京东七鲜小厨入驻美团淘宝闪购#】近期，京东旗下外卖品牌七鲜小厨在美团外卖、淘宝闪购等平台 低调上线。 第一财经记者查询发现，目前七鲜小厨（长保大厦店）在淘宝闪购月销量达到2000单，在美团外卖月销 量达400单。美团外卖上，七鲜小厨有"人气新店"的标签。同时，远距离的用户可以通过美团外卖的跑 腿服务点餐。京东秒送平台显示，七鲜小厨开业至今已售9万单。 在菜品价格上，美团外卖和淘宝闪购均可叠加大额红包使用，一份盖浇饭券后价格在15元到20元之间。 以盖浇饭为例，第一财经记者对比了三个平台的价格，目前仍是京东秒送的价格最低。 七鲜小厨刚开业时，就发出了愿意与其他平台合作的信号。 今年7月20日，七鲜小厨首家外卖自营门店开业，用户可以在线上下单，采取 "外卖+自提"的模式。当 时七鲜小厨仅入驻了京东秒送，没有入驻美团或者淘宝闪购。七鲜小厨业务负责人刘斌后续表示，对于 入驻其他平台，七鲜小厨的心态非常开放，只要消费者有需求或者其他平台愿意，就可以一起合作。 （第一财经） 作者 | 第一财经 陆涵之 近期,京东旗下外卖品牌七鲜小厨在美团外卖、淘 宝闪购等平台低调上线。 第一财经记者查询发现,目前七鲜小厨(长保大厦 ...

近期，京东旗下七鲜小厨在美团外卖、淘宝闪购等平台上线。经查询，目前七鲜小厨（长保大厦店）在 淘宝闪购月销量超2000单，在美团外卖月销量超400单。据了解，七鲜小厨定位合营品质餐饮制作平 台，京东计划3年内在全国建设10000家七鲜小厨。 ...

Core Insights - Qixian Xiaochu has shown significant sales performance since its opening, with monthly sales reaching 2,000 orders on Taobao Flash Sale and 400 orders on Meituan Waimai, indicating strong market interest [2] - The entry of Qixian Xiaochu into multiple platforms like Meituan and Taobao Flash Sale reflects a strategic shift to enhance order volume and brand exposure, moving away from reliance on a single platform [3][4] Sales Performance - Qixian Xiaochu has sold a total of 90,000 orders since its opening on the JD Instant Delivery platform [2] - The price for a rice bowl meal ranges from 15 to 20 yuan after applying large red envelope discounts on both Meituan and Taobao Flash Sale, with JD Instant Delivery offering the lowest prices [2] Strategic Partnerships - Qixian Xiaochu's willingness to collaborate with other platforms was evident from its initial opening, where it only partnered with JD Instant Delivery [3] - The decision to enter Meituan and Taobao Flash Sale is seen as a response to the need for increased traffic and a shift in positioning, as these platforms provide extensive user reach and delivery networks [3] Industry Context - The entry of Qixian Xiaochu into multiple platforms signifies a new phase in the food delivery industry, moving from intense competition to a more collaborative approach [4] - JD's focus has shifted towards improving platform systems and user experiences rather than engaging in price wars, indicating a strategic pivot in the industry [4] - The relationship between JD and Meituan has evolved from competition to collaboration, driven by mutual strategic needs for traffic and quality upgrades [4]

2025.10. 14 本文字数：1125，阅读时长大约2分钟 作者 | 第一财经 陆涵之 近期，京东旗下外卖品牌七鲜小厨在美团外卖、淘宝闪购等平台低调上线。 第 一 财 经 持 续 追 踪 财 经 热 点 。 若 您 掌 握 公 司 动 态 、 行 业 趋 势 、 金 融 事 件 等 有 价 值 的 线 索 ， 欢 迎 提 供 。 专 用 邮 箱 ： bianjibu@yicai.com （注：我们会对线索进行核实。您的隐私将严格保密。） 推荐阅读 在菜品价格上，美团外卖和淘宝闪购均可叠加大额红包使用，一份盖浇饭券后价格在15元到20元之 间。以盖浇饭为例，第一财经记者对比了三个平台的价格，目前仍是京东秒送的价格最低。 七鲜小厨刚开业时，就发出了愿意与其他平台合作的信号。 今年7月20日，七鲜小厨首家外卖自营门店开业，用户可以在线上下单，采取 "外卖+自提"的模 式。当时七鲜小厨仅入驻了京东秒送，没有入驻美团或者淘宝闪购。七鲜小厨业务负责人刘斌后续表 示，对于入驻其他平台，七鲜小厨的心态非常开放，只要消费者有需求或者其他平台愿意，就可以一 起合作。 对此，网经社电子商务研究中心数字生活分析师陈礼腾对第一财经 ...

京东七鲜小厨此时选择入驻美团和淘宝闪购，或是基于流量需求与定位调整。 今年7月20日，七鲜小厨首家外卖自营门店开业，用户可以在线上下单，采取 "外卖+自提"的模式。当时七鲜小厨仅入驻了京东秒送，没有入驻美团或者淘 宝闪购。七鲜小厨业务负责人刘斌后续表示，对于入驻其他平台，七鲜小厨的心态非常开放，只要消费者有需求或者其他平台愿意，就可以一起合作。 对此，网经社电子商务研究中心数字生活分析师陈礼腾对第一财经记者表示，京东七鲜小厨此时选择入驻美团和淘宝闪购，或是基于流量需求与定位的调 整。七鲜小厨在单一平台增长受限，而美团和淘宝闪购拥有庞大的用户流量与配送网络，能有效提升七鲜小厨的订单规模与品牌曝光。同时，京东将七鲜小 厨定位为"对消费端绝不设限"的开放平台，而非单一平台的集合店，此次入驻是多渠道布局的自然延伸。 七鲜小厨入驻美团和淘宝闪购，或许代表着外卖行业进入了新阶段。此前的外卖大战自4月开始，7月进入高峰，随后在8月降低了声量。对于外卖大战，京 东CEO许冉曾表示，京东认为这些过度竞争的行为并未产生模式创新，也未给行业带来增量价值，反而在一定程度上扰乱行业价格体系，给商家带来很多困 扰，因此是不可持续的。目前 ...

Group 1 - Jiangsu Province Sports Bureau announced that the "Su Super" league will continue to be held in 2026, with optimized player selection rules to enhance the league's connection to youth training [1] - The 2025 Nobel Prize in Economic Sciences was awarded to Joel Mokyr, Philippe Aghion, and Peter Howitt for their contributions to understanding innovation-driven economic growth [2] - eBay's CEO Jamie Iannone stated that the platform was "overconfident" in 2020 and is now focusing on core users, predicting a 50% stock increase by 2025 [2] Group 2 - Google expressed concerns that Australia's new law restricting social media use for those under 16 will be "extremely difficult to enforce" and may not achieve its goal of improving children's online safety [3] - Heng Rui Medicine announced that three drugs received clinical trial approval from the National Medical Products Administration, with significant R&D investments of approximately 225 million yuan, 62.09 million yuan, and 939 million yuan for the respective drugs [4][5] - Domestic gasoline and diesel prices will be reduced by 70 yuan and 75 yuan per ton respectively, effective from October 13, with a decrease of 0.06 yuan per liter for 92 and 95 gasoline [6] Group 3 - Inner Mongolia First Machinery Group issued a statement regarding unauthorized use of its name in a WeChat group, emphasizing that it has not registered or authorized any such services [7] - China Southern Airlines will launch direct flights from Guangzhou to Madrid and Darwin in December 2025, with specific flight schedules provided [8] - Meituan announced a "full refund for side effects" policy for certain medications, allowing users to return drugs if side effects occur within 21 days [9] Group 4 - Tianzhen Co. stated that the impact of tariffs on its operations is relatively small, as the company has established a global production layout in Southeast Asia and the United States [10] - Xiaomi responded to concerns regarding the safety of its SU7 vehicle after a fatal accident, stating that the vehicle's doors will unlock upon collision [11]

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 00700 | 腾讯控股 | 0.00% | 9.65% | | 09988 | 阿里巴巴-W | 0.74% | 9.25% | | 03690 | 美团-W | 0.60% | 8.37% | | 01024 | 快手-W | -1.49% | 6.05% | | 06618 | 京东健康 | 3.50% | 3.98% | | 002230 | 科大讯飞 | -0.20% | 3.88% | | 09626 | 昨週時頃-W | -3.24% | 3.52% | | 03888 | 金山软件 | -4.21% | 2.78% | | 002517 | 恺英网络 | 0.65% | 2.61% | | 002558 | 巨人网络 | 0.17% | 2.53% | 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 线上消费ETF基金紧密跟踪中证沪港深线上消费主题指数，中证沪港深线上消费主题指数从内地与香港市场中选取50只主营业务涉及线上购物、数字娱乐、 在线教育以及远程医疗等 ...

转自：新华财经 编辑：林郑宏 新华财经上海10月14日电 中信证券研报分析认为，本届"双11"大促，京东、抖音电商的正式销售期均 有明显提前，而天猫则拖长结束周期，"双11"促销前后绵延超过1个月，一方面体现出平台对于促销的 渴求与加码，另一方面也削弱了消费者对于大促的感知与购买冲动。伴随着"百亿补贴"等"天天低价"栏 目成为消费者线上购物的常态化体验，大促在折扣深度方面所提供的消费脉冲效应预计将边际减弱。在 此背景下，双11大促的全周期销售数据实则就是平台自身现阶段发展动能的直接体现。相较于总量数据 的增速关注，更建议关注平台在用户策略、品类策略等层面的结构性表现。 从促销的力度与形式来看，各平台多数在传统的"满300减50"的优惠之外，提供"单件立减"的简单策略 以降低消费者加入大促的门槛、优化用户体验，例如天猫、抖音均提供"单件85折"的优惠政策。总体来 看，各平台面向全口径用户提供的基本优惠力度在83折～85折左右、差别不大，且近几年的大促季基本 维持这一水平。 在面向全口径用户提供的券包之外，京东、阿里均面向核心用户提供额外的满减券，以增强购买能力更 强的VIP用户转化效率。例如，阿里为88VIP、 ...

Core Insights - The article highlights the short-selling ratios and amounts for various companies, indicating significant market sentiment towards these stocks [1][2] Short-Selling Ratios - AIA Group Limited (友邦保险-R) and Anta Sports Products Limited (安踏体育-R) both have a short-selling ratio of 100.00%, indicating extreme bearish sentiment [1] - China Mobile Limited (中国移动-R) has a short-selling ratio of 84.48%, suggesting a notable level of short interest [1] Short-Selling Amounts - Alibaba Group Holding Limited (阿里巴巴-SW) leads in short-selling amount with 6.289 billion, followed by Xiaomi Corporation (小米集团-W) at 4.095 billion and Tencent Holdings Limited (腾讯控股) at 3.779 billion [2] - Other notable companies in the top short-selling amounts include Meituan (美团-W) at 1.692 billion and Semiconductor Manufacturing International Corporation (中芯国际) at 1.525 billion [2] Deviation Values - The highest deviation value is for Xinyuan Renewable Energy (协合新能源) at 40.24%, indicating a significant difference from its historical short-selling average [1][2] - Other companies with high deviation values include Jiangsu Nanjing Highway (江苏宁沪高速公路) at 26.40% and AIA Group Limited (友邦保险-R) at 26.17% [1][2]