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澎湃漫评|骑手可屏蔽顾客意味着什么
Sou Hu Cai Jing· 2025-10-13 20:43
骑手可屏蔽顾客意味着什么 据媒体报道,美团已在晋江、绍兴等7个城市试点上线了骑手评价用户和骑手屏蔽用户功能,订单结束后的48h内可在订单页评价用户。这无疑 改变了以往只有顾客可以评价骑手的单向规则,促进双方权益对等,让平台治理更加公平、透明,也赢得不少网友点赞。 以往,由于一些顾客的非理性要求和极端言行,经常会引发与骑手的矛盾纠纷,有的甚至故意刁难骑手,骑手迫于平台规则,也不得不接单。 也因此,"骑手的崩溃时刻"常成为热点话题。 有了屏蔽和评价用户的功能后,骑手如果遇到辱骂、故意恶评、恐吓威胁等行为,便可通过该功能最大程度降低这些行为对自己的影响。这一 功能的开发与普及,也可以让更多消费者认识到,对服务行业的劳动者多一些理解和尊重,才能给自己带来便利。(图/蒋立冬 文/与归) ...
美团在京试水硬折扣超市
Bei Jing Shang Bao· 2025-10-13 15:39
10月13日,北京商报记者独家获悉,美团旗下自营超市快乐猴北方首店入驻门头沟商投广场,面积约 1000平方米,将于10月24日开业。这也是美团两个月内开出的第五家门店。 今年以来,"硬折扣"赛道成为必争之地,盒马、京东等互联网平台,以及物美、永辉等传统商超不仅牢 牢驻守北方市场,折扣业态更试了一轮又一轮。新人快乐猴要想从巨头环伺中层层突围,供应链效率将 是美团必须啃下的"硬骨头"。 北方首店落地 试水杭州后,美团将目光投向北京。近日,在门头沟商投广场,多位快乐猴超市的工作人员正以免费纸 巾、鸡蛋向路过的居民推广社群信息。相隔不远处,美团旗下的自营超市快乐猴已经立起了围挡,比邻 而居的还有一家肯德基,也在装修中。 "北方首家快乐猴将于10月24日正式开业,门店约1000平方米,在商投广场的一楼,商品主打自营品 牌。"现场一位快乐猴工作人员向北京商报记者表示,开业当天会举行抽奖活动,奖品包括电动车、露 营车等。此外,该门店在开业后会逐步尝试接入线上下单、线下配送服务。 值得一提的是,快乐猴超市在北方市场的另一家门店落地河北省廊坊三河市,将于10月17日开业。 很显然,美团正加速铺开折扣超市业态。今年9月,美团在杭 ...
美股三大指数持续走高,纳指涨近2%,中概股大涨
Feng Huang Wang Cai Jing· 2025-10-13 14:47
Market Performance - The U.S. stock market indices continued to rise, with the Dow Jones up 1.07%, Nasdaq up 1.92%, and S&P 500 up 1.37% [1] - Rare earth stocks surged, with USA Rare Earth increasing over 25% and Critical Metals rising over 30% [1] - Gold stocks also saw gains, with Hecla Mining and Harmony Gold both up over 5% [1] Gold Market - Gold prices have reached a historic high, with COMEX gold futures surpassing $4100 per ounce [2] - The increase in gold prices is attributed to heightened demand from investors amid trade tensions, economic uncertainty, and rising expectations for Federal Reserve rate cuts [2] Company News - OpenAI and Broadcom announced a strategic partnership to deploy a 10GW custom AI accelerator, with OpenAI responsible for the design and Broadcom involved in development and deployment [3] - NVIDIA's CEO Jensen Huang has been selling shares, with recent filings showing he sold 225,000 shares at an average price of $190.2, totaling approximately $42.8 million [4] - Apple is shifting its focus from lightweight headsets to smart glasses, which may utilize the Vision Pro operating system, ensuring previous software development efforts are not wasted [5] - Tesla is facing an investigation by the NHTSA regarding 2.88 million vehicles equipped with the Full-Self Driving system due to reports of traffic safety violations and accidents [6]
10月13日港股通净买入198.04亿港元
Zheng Quan Shi Bao Wang· 2025-10-13 14:12
Core Points - The Hang Seng Index fell by 1.52% on October 13, closing at 25,889.48 points, while southbound funds through the Stock Connect recorded a net inflow of HKD 19.804 billion [1] - The total trading volume for the Stock Connect on October 13 was HKD 227.017 billion, with a net buy of HKD 19.804 billion [1] - Active stocks in the Shanghai Stock Connect included Alibaba-W, which had the highest trading volume at HKD 22.610 billion, followed by SMIC and Xiaomi Group with HKD 12.670 billion and HKD 9.133 billion respectively [1] - The top net buy stock was the Tracker Fund of Hong Kong, with a net inflow of HKD 5.208 billion, despite its closing price dropping by 1.56% [1] - Tencent Holdings had the highest net sell amount at HKD 3.308 billion, with a closing price decrease of 1.92% [1] Trading Activity Summary - In the Shenzhen Stock Connect, Alibaba-W led with a trading volume of HKD 9.688 billion, followed by Xiaomi Group and SMIC at HKD 6.189 billion and HKD 5.050 billion respectively [2] - The Tracker Fund of Hong Kong recorded a net buy of HKD 2.075 billion, while the highest net sell was for Innovent Biologics at HKD 0.515 billion, with a closing price drop of 4.20% [2] - The trading data for the top active stocks included significant fluctuations in net buy and sell amounts, indicating varied investor sentiment [2]
港股通10月13日成交活跃股名单
Zheng Quan Shi Bao Wang· 2025-10-13 14:09
Group 1 - The Hang Seng Index fell by 1.52% on October 13, with a total southbound trading volume of HKD 227.017 billion, including HKD 123.411 billion in buying and HKD 103.606 billion in selling, resulting in a net buying amount of HKD 19.804 billion [1] - The southbound trading through Stock Connect (Shenzhen) had a total trading volume of HKD 78.738 billion, with net buying of HKD 12.206 billion, while the trading through Stock Connect (Shanghai) had a total volume of HKD 148.279 billion and net buying of HKD 7.598 billion [1] - Alibaba-W had the highest trading volume among southbound stocks, totaling HKD 32.298 billion, followed by SMIC and Xiaomi Group-W with HKD 17.721 billion and HKD 15.323 billion respectively [1] Group 2 - Among the active stocks, the top net buying stock was the Tracker Fund of Hong Kong with a net buying amount of HKD 7.282 billion, despite a closing price drop of 1.56% [2] - Xiaomi Group-W and ZTE Corporation had the longest consecutive net buying days, with 6 and 3 days respectively, and the highest net buying amounts of HKD 4.709 billion and HKD 1.673 billion [2] - The stocks with the highest net selling amounts included Tencent Holdings with HKD 2.445 billion, Alibaba-W with HKD 1.624 billion, and SMIC with HKD 0.524 billion [2]
美团闪购引爆名酒销售!吃喝板块随市回调,估值跌至十年低位!抄底时机到了?
Xin Lang Ji Jin· 2025-10-13 11:53
Core Viewpoint - The food and beverage sector continues to experience a pullback, with significant declines in major stocks, particularly in the liquor segment, while the Food ETF (515710) shows signs of increased investment interest despite the downturn [1][3][5]. Group 1: Market Performance - The Food ETF (515710) fluctuated throughout the day, with an intraday drop of 1.78% and a closing decline of 1.13% [1]. - Major consumer goods stocks, especially in the liquor category, saw substantial declines, with Yangyuan Beverage down 9.21%, Dongpeng Beverage down 4.84%, and Yanjinpuzi down 3.48% [1][3]. - Over the past five trading days, the Food ETF has attracted a total investment of 50.68 million yuan, and over the last ten days, it has exceeded 110 million yuan [1]. Group 2: Sales Growth in Liquor - During the National Day and Mid-Autumn Festival period, premium liquor brands experienced significant sales growth, with Moutai's sales increasing nearly tenfold year-on-year, and Wuliangye's sales growing nearly threefold [3]. - The rise in sales for these brands indicates a strong premium pricing capability in the instant retail channel, which is becoming a new growth driver for liquor companies [3]. Group 3: Industry Outlook - Analysts suggest that the food and beverage sector is currently at a favorable valuation point, with the food index's price-to-earnings ratio at 20.31, marking a low point in the last decade [3]. - The white liquor sector is expected to see a recovery in sales during peak seasons, with strong performance from leading companies and ongoing supply-side improvements [4]. - The overall sentiment in the liquor market is improving, with some leading companies signaling price stability and channel support [5].
智通港股通活跃成交|10月13日
智通财经网· 2025-10-13 11:05
Core Insights - On October 13, 2025, Alibaba-W (09988), SMIC (00981), and Xiaomi Group-W (01810) were the top three stocks by trading volume in the Southbound trading of the Stock Connect, with trading amounts of 22.61 billion, 12.67 billion, and 9.13 billion respectively [1] - In the Southbound trading of the Shenzhen-Hong Kong Stock Connect, Alibaba-W (09988), Xiaomi Group-W (01810), and SMIC (00981) also ranked as the top three, with trading amounts of 9.69 billion, 6.19 billion, and 5.05 billion respectively [1] Shanghai-Hong Kong Stock Connect Top Active Companies - Alibaba-W (09988) had a trading amount of 22.61 billion with a net buy of -2.18 billion [1] - SMIC (00981) recorded a trading amount of 12.67 billion with a net buy of -1.81 billion [1] - Xiaomi Group-W (01810) had a trading amount of 9.13 billion with a net buy of +0.13 billion [1] - Tencent Holdings (00700) had a trading amount of 9.13 billion with a net buy of -3.31 billion [1] - The Yingfu Fund (02800) saw a trading amount of 5.42 billion with a net buy of +5.21 billion [1] - Hua Hong Semiconductor (01347) had a trading amount of 5.17 billion with a net buy of +0.79 billion [1] - Other notable companies included Hang Seng China Enterprises (02828), ZTE Corporation (00763), Meituan-W (03690), and Kingsoft Corporation (03888) with varying trading amounts and net buys [1] Shenzhen-Hong Kong Stock Connect Top Active Companies - Alibaba-W (09988) had a trading amount of 9.69 billion with a net buy of +0.55 billion [1] - Xiaomi Group-W (01810) recorded a trading amount of 6.19 billion with a net buy of +0.76 billion [1] - SMIC (00981) had a trading amount of 5.05 billion with a net buy of +1.29 billion [1] - Tencent Holdings (00700) had a trading amount of 4.47 billion with a net buy of +0.86 billion [1] - Hua Hong Semiconductor (01347) saw a trading amount of 3.04 billion with a net buy of +0.56 billion [1] - Other companies such as Yingfu Fund (02800), Meituan-W (03690), ZTE Corporation (00763), WuXi Biologics (02269), and Innovent Biologics (01801) also participated with varying trading amounts and net buys [1]
“快乐猴”超市门头沟店开业在即 美团在京试水“硬折扣”
Bei Jing Shang Bao· 2025-10-13 10:52
Core Insights - Meituan's self-operated supermarket "Happy Monkey" will open its first northern store in Beijing on October 24, covering approximately 1,000 square meters, marking the fifth store opened by Meituan in two months [1][2] - The discount supermarket sector has become highly competitive, with major players like Hema, JD, and traditional supermarkets like Wumart and Yonghui firmly established in the northern market [1][2] - Supply chain efficiency is crucial for Meituan to succeed in this competitive landscape, as it aims to differentiate itself from established giants [1][4] Store Launch Details - The first Happy Monkey store in Beijing is located in the Shantou Investment Plaza, with promotional activities planned for the opening day, including a lottery with prizes such as electric vehicles [2] - Another Happy Monkey store is set to open in Sanhe City, Hebei Province, on October 17, indicating Meituan's accelerated expansion in the discount supermarket sector [2] Consumer Appeal - "Affordable prices" are a key selling point for Happy Monkey, with products like pure milk priced at 23.9 yuan per box and freshly baked egg tarts at 5.9 yuan for four [3] - Happy Monkey targets price-sensitive consumers and emphasizes offline shopping experiences, contrasting with the online-focused strategy of similar brands like Xiaoxiang Supermarket [3] Market Strategy - Happy Monkey's cautious entry into Beijing, focusing on areas outside the Fifth Ring Road, reflects a strategic consideration of costs [4] - The store's location near densely populated residential areas and high-traffic venues is expected to drive customer traffic and order density [4] Competitive Landscape - Major competitors have established significant advantages in private label products, with brands like Ole' and Hema NB achieving over 60% private label sales [5] - The Beijing market exhibits a dual demand for quality and price sensitivity, posing challenges for Happy Monkey in localizing its private label offerings [5] Brand Differentiation - The use of private label products not only enhances price competitiveness but also serves as a draw for customers, potentially increasing sales of regular-priced items [6] - Meituan's interest in physical retail is growing, with plans for more stores like Xiaoxiang Supermarket in various locations [6] Industry Trends - The discount supermarket sector has become a focal point for major players, with Hema's community supermarket model expanding rapidly [7] - Meituan's data advantages may allow Happy Monkey to efficiently focus on product categories that align with the discount model, reducing customer decision-making costs [7] Future Considerations - Happy Monkey is still in the early stages of demand cultivation, private label development, and offline operations, which are critical for future competitiveness [8] - Success will depend on the ability to optimize supply based on dynamic demand, develop unique private label products, and enhance customer loyalty through refined operations [8]
独家 | “快乐猴”超市门头沟店开业在即 美团在京试水“硬折扣”
Bei Jing Shang Bao· 2025-10-13 10:46
Core Insights - Meituan's self-operated supermarket "Happy Monkey" will open its first store in Northern China on October 24, located in the Mentougou Commercial Plaza, covering an area of approximately 1,000 square meters. This marks the fifth store opened by Meituan in two months [1][5] - The "hard discount" sector has become a competitive battleground, with major players like Hema and JD.com, as well as traditional supermarkets like Wumart and Yonghui, firmly established in the Northern market. Supply chain efficiency is a critical challenge for Meituan to overcome in order to succeed [4][6] Company Expansion - After testing the waters in Hangzhou, Meituan is now focusing on Beijing, with promotional activities for the new store including giveaways of items like electric bikes and camping cars on opening day. The store will also gradually introduce online ordering and offline delivery services [5][6] - Another Happy Monkey store is set to open in Sanhe City, Langfang, Hebei Province, on October 17, indicating Meituan's accelerated expansion in the discount supermarket sector [6] Market Positioning - Happy Monkey aims to create a consumer memory of "affordable prices," with products like 23.9 yuan per box of pure milk and 5.9 yuan for four freshly baked egg tarts attracting attention. The store targets price-sensitive customers, contrasting with Meituan's other brand, Xiaoxiang Supermarket, which emphasizes online ordering and quick delivery [6][10] - The first store in Beijing is strategically located in a densely populated area, ensuring a sufficient order density. This location strategy is also applied to other Happy Monkey stores in Hangzhou and Langfang [7] Competitive Landscape - Major players in the discount supermarket sector have established significant advantages in private label products, with brands like Aoleqi and Hema NB having over 90% and 60% of their sales from private labels, respectively. This trend poses a challenge for Happy Monkey to develop localized private label products that cater to Northern tastes [8][12] - The competition in the hard discount sector is intensifying, with various companies racing to expand their market presence. Hema's recent rebranding and expansion of its community supermarket chain exemplify this trend [11][12] Operational Challenges - Meituan's entry into the discount supermarket space requires navigating different operational dynamics compared to its online business, including in-store layout and product display [11] - Happy Monkey's success will depend on its ability to respond to dynamic consumer demands, develop distinctive private label products, and implement refined operational strategies to build customer loyalty [12]
美团王兴整活!支持外卖小哥屏蔽顾客,7城开启试点
2 1 Shi Ji Jing Ji Bao Dao· 2025-10-13 10:18
10月12日消息,美团外卖在福建晋江、浙江绍兴等7个城市,上线骑手评价和屏蔽用户功能。 (文章来源:21世纪经济报道) ...