日前，据多家媒体报道，原京东秒送业务负责人杨文杰在被调离岗位三个多月后，已于近期正式从京东离职。 据悉，早在今年5月，负责京东外卖配送业务的杨文杰已被调往京东零售政企事业部，转而负责中小客户相关沟通工作。 公开资料显示，杨文杰在加入京东之前，曾是美团外卖的早期核心成员。他于2016年3月担任美团外卖业务发展部总经理，负责过美团外卖的整体商流工 作。2024年，杨文杰加入京东，并出任京东集团副总裁、达达秒送总经理，负责京东秒送平台的配送服务体系建设。 ...

来源：环球网 【环球网公益综合报道】"仿佛看到梦想的种子被爱浇灌滋养！" 日前，"新疆小球童在苏超赛场圆梦了"的新闻短视频平台引发热议，不少网友直呼感动。这8名小球童 来自新疆维吾尔自治区阿图什市松他克镇温吐萨克村的幼儿园。记者获悉，在江苏昆山援疆工作组的协 调与支持下，由美团与壹基金等联合发起的美团乡村儿童操场公益计划连同社会各方，共同促成了这 场"圆梦之旅"。 从乡村儿童操场出发，看更大的世界 今年是新疆自治区成立70周年，也是江苏昆山对口支援新疆阿图什市15周年。十五年来，昆山累计投入 援疆资金 42.3亿元， 实施项目403项， 援派5批497名干部人才，在产业、民生、教育等多领域开展精准 帮扶，全面助力阿图什实现脱贫摘帽和乡村振兴。 十五载援疆情，带动社会各方力量参与其中，一些变化在细枝末节孕育，比如一座公益操场的出现。 2024年4月，一座崭新的蓝色操场在阿图什市松他克镇温吐萨克村幼儿园铺设完成。这座操场场地面积 441.85平方米，由4756块拼接地板组成，由美团乐活古镇和昆山旅游度假区、周庄景区带动的爱心用户 共同捐出。这是阿图什市第一座、全国第1391座美团乡村儿童操场。 （位于阿 图什市松 ...

Core Insights - Meituan is accelerating its international expansion, launching its international food delivery brand Keeta in Dubai, marking its third entry into the Middle East within 40 days after Qatar and Kuwait [1][5][9] - The company aims to leverage its domestic operational experience and technology to establish a competitive edge in new markets, with a focus on gradual and careful expansion [2][5] - The global food delivery market is projected to exceed $550 billion by 2024, with emerging markets like the Middle East and Latin America showing faster growth rates compared to global averages [1][5] Group 1: Market Expansion - Meituan has successfully entered four new markets in the Middle East within a year, including Saudi Arabia, Qatar, Kuwait, and the UAE, with plans to expand further into Brazil [1][9] - The Middle East's food delivery market is experiencing over 20% growth, driven by economic factors and a young population, contrasting with slower growth in Asia and North America [1][8] - Keeta has achieved significant market penetration in Hong Kong, surpassing established competitors within 10 months, capturing over 44% of the market share [5][7] Group 2: Competitive Advantages - Keeta's success is attributed to its strong delivery capabilities, diverse product offerings, and competitive pricing strategies, which are essential in high-demand overseas markets [10][12] - The company has implemented a "timely guarantee" service in Hong Kong, ensuring deliveries are made within 30 minutes, which has resonated well with local consumers [12][15] - In Saudi Arabia, Keeta is addressing local challenges such as high cash-on-delivery rates and complex address systems by adapting its operational strategies and enhancing local engagement [15][16] Group 3: Future Outlook - Meituan's long-term goal is to achieve a gross merchandise volume (GMV) of $100 billion within ten years, indicating a strong commitment to global expansion [19] - The company is exploring innovative delivery methods, including drone services and fresh food supply chains, to enhance its operational efficiency and service offerings [18][19] - The Middle East serves as a critical battleground for Meituan's global strategy, aiming to build a robust operational foundation for future international growth [18][19]

Group 1 - The compliance process for medical beauty water light needles is accelerating, with Meituan Medical Beauty launching a dedicated area for compliant products and services [1] - Meituan has implemented various measures to promote compliance in the medical beauty industry, including the "Safe Beauty" system that utilizes AIoT technology for product verification and traceability [4] - As of June 2025, Meituan's "Safe Beauty" initiative has provided over 7 million verification services across 100 cities, supporting more than 2,000 medical beauty institutions with over 4,000 smart verification devices [4] Group 2 - Meituan has introduced the "Safe Beauty · Worry-Free Guarantee" service model, focusing on doctor-led solutions that ensure transparent pricing and guaranteed results for anti-aging and shaping experiences [4] - The company has established the Polaris Medical Beauty Ranking, evaluating institutions based on 140 criteria to help users select high-quality medical beauty providers [5] - The 2025 Polaris Medical Beauty Ranking will merge the institution and doctor rankings to provide a comprehensive guide for users, featuring 152 institutions and 240 doctors from various cities [5]

Core Viewpoint - The strategic partnership between Xing Sheng Commercial and Meituan Service Retail aims to enhance the digital transformation of physical retail spaces, leveraging previous successful pilot projects to create a new benchmark for online integration in shopping centers [2][4][10]. Group 1: Background and Rationale - The collaboration traces back to 2019, with years of successful pilot projects laying a solid foundation for this comprehensive strategic partnership [4]. - The shift in consumer behavior towards online platforms for information and purchasing decisions has accelerated the integration of online and offline business models in shopping malls [4][6]. Group 2: Strategic Focus Areas - The partnership will focus on three core areas to upgrade physical retail from "traffic operation" to "value operation": 1. Enhancing merchant sales through a comprehensive marketing matrix, involving deep participation of all categories of merchants in the Meituan ecosystem [8]. 2. Establishing a benchmark for digital construction by achieving membership and data interoperability, facilitating user acquisition and engagement [8]. 3. Improving merchant service capabilities through technology, addressing operational pain points with AI tools and providing digital business toolkits [8]. Group 3: Leadership Perspectives - Xing Sheng Commercial's CEO emphasizes the importance of digital transformation as a strategic priority, aiming to enhance the entire operational chain from "managing space" to "managing users" [10]. - Meituan's representative highlights the long-term cooperation as a foundation for sustainable development, marking a new starting point for mutual growth and innovation in the retail industry [12].

Power Industry - As of the end of August, the cumulative installed power generation capacity in China reached 3.69 billion kilowatts, a year-on-year increase of 18.0% [2] - Solar power generation capacity reached 1.12 billion kilowatts, growing by 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, increasing by 22.1% [2] - The average utilization hours of power generation equipment from January to August were 2,105 hours, a decrease of 223 hours compared to the same period last year [2] Energy Equipment Development - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" was released, aiming for a self-controlled, high-end, intelligent, and green development of the energy equipment industry by 2030 [4] - The guidelines support the achievement of carbon peak and carbon neutrality goals, accelerating the new industrialization process [5] Renewable Energy Certificates - In August, 271 million green power certificates were issued, involving 306,500 renewable energy projects, with 152 million being tradable, accounting for 55.99% [8] - From January to August, a total of 1.878 billion green certificates were issued, with 1.277 billion being tradable [9] Hydropower - By the end of August, China's pumped storage power stations had a total installed capacity of 62.365 million kilowatts, achieving the "14th Five-Year Plan" target of 62 million kilowatts [6] - The continuous improvement in pumped storage capacity supports power supply and green transition [7] Carbon Market - As of the end of August, the national carbon emissions trading market recorded a cumulative transaction volume of nearly 700 million tons, with a transaction value of approximately 48 billion yuan [37] - The trading volume and value for 2024 have reached new highs since the market's launch in 2021, indicating significant progress in carbon market development [38] Energy Contracts - From January to August, China Power Construction Company signed 3,579 energy power projects with a total contract value of 516.24 billion yuan, a year-on-year increase of 14.3% [35] - Wind power contracts accounted for 811 projects worth 166.26 billion yuan, a significant increase of 61.27% year-on-year [35] Electric Vehicles - In August, the total import and export value of automotive goods was 25.81 billion USD, with exports increasing by 5.6% month-on-month and 13.2% year-on-year [43] - From January to August, 4.292 million vehicles were exported, a year-on-year increase of 13.7%, with new energy vehicle exports reaching 1.532 million, up 87.3% [43]

Core Insights - The rise of hard discount supermarkets is becoming a new trend in the retail sector, driven by consumer demand for extreme cost-effectiveness and efficiency [2][6] - The hard discount market in China is still in its nascent stage, with a total store count remaining limited and highly concentrated in the Jiangsu, Zhejiang, and Shanghai regions [2][3] Hard Discount Supermarket Characteristics - Hard discount supermarkets focus on absolute low prices, primarily through high self-brand product ratios and efficient supply chain management [3][4] - The average store size for hard discount supermarkets is typically between 500 to 1,000 square meters, with SKU counts ranging from 1,000 to 2,000 [3][4] - Self-owned brands account for a significant portion of sales in hard discount supermarkets, with companies like Aldi achieving up to 90% in self-brand sales [3][6] Market Potential and Growth - The hard discount market in China is projected to exceed 200 billion yuan by 2024, with a penetration rate of only 8%, indicating substantial growth potential compared to countries like Germany and Japan [6] - Aldi's performance in China, with 20 billion yuan in sales from just 55 stores in Shanghai, reflects the market's potential [6] E-commerce Involvement - E-commerce platforms are entering the hard discount market as a strategic choice to differentiate themselves and leverage their supply chain advantages [5][7] - The integration of online and offline operations allows e-commerce companies to quickly penetrate the market and enhance their instant retail capabilities [7] Challenges for E-commerce Companies - The operational logic differences between online and offline retail present significant challenges for e-commerce companies entering the hard discount space [8] - Establishing a sustainable profit model is crucial, as many platforms currently rely on subsidies for growth [8][9] - Companies must focus on building self-owned brands and optimizing supply chains to balance low prices with profitability [8][9]

Core Insights - The article discusses the intense price competition in the hard discount retail sector in China, particularly focusing on brands like Meituan's "Happy Monkey," JD's discount supermarket, and Aldi, which is considered the pioneer of hard discounting [1][2][4]. Group 1: Market Dynamics - The hard discount sector is witnessing a rapid expansion, with over 20 new stores opened by major players like Meituan, Alibaba, and JD in the Jiangsu, Zhejiang, and Shanghai regions [2]. - Aldi has established a significant presence in China with 79 stores, primarily in Shanghai, and has recently opened its first store in Changzhou [2][5]. - The competition is characterized by a focus on low prices for essential items like bottled water and eggs, with brands engaging in aggressive pricing strategies to attract customers [1][4]. Group 2: Business Models and Strategies - Different brands have distinct positioning and site selection strategies; for instance, "Happy Monkey" emphasizes affordability, while JD's discount supermarket focuses on a larger store format with a wide range of products [4][5]. - Aldi's strategy includes a high proportion of private label products, which account for 90% of its sales, allowing for better pricing control and customer loyalty [5][11]. - The "215" model proposed by Hema (盒马) suggests a store size of 600-800 square meters, aiming for daily sales of 150,000 yuan and a gross margin of 15% [6][9]. Group 3: Profitability and Cost Control - The profitability of hard discount brands hinges on their ability to control costs and build a strong private label portfolio, which can lead to better pricing power and supply chain management [11][12]. - Aldi's approach to cost control includes larger single-item purchases and a high percentage of private label products, enhancing its bargaining power with suppliers [9][10]. - The article notes that while low prices attract customers, the challenge remains for hard discount brands to achieve sustainable profitability without compromising on product quality [11][14]. Group 4: Future Outlook - The hard discount sector in China is expected to evolve, with potential for richer development directions as brands strive to enhance their private label offerings and operational efficiencies [14][15]. - The competition may drive the retail industry towards more efficient and pragmatic practices, benefiting consumers through better pricing and product quality [15].

9月29日恒生指数上涨1.89%，南向资金全天合计成交金额为1488.58亿港元，其中，买入成交736.02亿 港元，卖出成交752.56亿港元，合计净卖出金额16.54亿港元。具体来看，港股通（深）累计成交金额 552.80亿港元，买入成交279.92亿港元，卖出成交272.88亿港元，合计净买入金额7.04亿港元；港股通 （沪）累计成交金额935.78亿港元，买入成交456.10亿港元，卖出成交479.68亿港元，合计净卖出金额 23.58亿港元。 成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额139.01亿港 元，小米集团-W、中芯国际成交额紧随其后，分别成交99.14亿港元、67.04亿港元。以净买卖金额统 计，净买入的个股共有6只，阿里巴巴-W净买入额为35.57亿港元，净买入金额居首，该股收盘股价上 涨4.14%，腾讯控股净买入额为14.94亿港元，小米集团-W净买入额为9.96亿港元。净卖出金额最多的是 盈富基金，净卖出57.83亿港元，该股收盘股价上涨1.72%，中国移动、美团-W遭净卖出8.15亿港元、 1.98亿港元。 今日上榜个股中，阿里巴巴-W、腾讯控 ...

Core Insights - On September 29, China Mobile made its first appearance on the Hong Kong Stock Connect active trading list in nearly a month [2] - The total trading volume of active stocks on the Hong Kong Stock Connect reached HKD 550.07 billion, accounting for 36.95% of the day's total trading amount, with a net buying amount of HKD 4.20 billion [2] - Alibaba-W led the trading volume with HKD 139.01 billion, followed by Xiaomi Group-W and SMIC with HKD 99.14 billion and HKD 67.04 billion respectively [2] Trading Activity Summary - The most frequently listed stocks in the past month include Alibaba-W and Tencent Holdings, each appearing 21 times, indicating strong interest from Hong Kong Stock Connect funds [2] - China Mobile's trading volume on that day was HKD 11.61 billion, with a net selling amount of HKD 8.15 billion, and the stock closed down by 0.12% [2] Individual Stock Performance - Tencent Holdings had a trading amount of HKD 65.16 billion with a net buying amount of HKD 14.94 billion, closing at HKD 660.000, up by 2.48% [2] - SMIC recorded a trading amount of HKD 67.04 billion with a net buying amount of HKD 3.79 billion, closing at HKD 76.500, up by 4.87% [2] - Xiaomi Group-W had a trading amount of HKD 99.14 billion with a net buying amount of HKD 9.96 billion, closing at HKD 53.550, down by 2.01% [2] - Alibaba-W's trading amount was HKD 139.01 billion with a net buying amount of HKD 35.57 billion, closing at HKD 173.400, up by 4.14% [2]