北京商报讯（记者 郭缤璐）9月24日，北京商报记者了解到，在美团（北京）党委举办"骑手公开课"食 品安全专场上，近30名骑手食品安全监督员走进西城区市场监督管理局展览路市场所，学习食品安全知 识的同时，"零距离"感受食品安全检测过程。 今年4月，在北京市网约配送行业党委的指导下，美团（北京）党委发挥党员力量，组建骑手食品安全 监督员队伍。骑手日常取餐、送单过程中发现违规门店等问题，可以通过骑手App自主提报线索，经确 认属实的，平台会给予积分权益值作为激励，可用于兑换各类生活物品。另一方面，平台通过系统识别 疑似问题商家，也会请骑手根据店铺信息实地查看，提供更多佐证素材，推动线下核实处置。 常见的食品安全隐患有哪些？发现问题如何举报？活动中，市局餐饮服务安全监管处相关负责人向骑手 们分享了食品安全社会监督的常见"知识点"。"平台采用网格化管理模式，能够实现快速指派业务管理 人员进行现场核查，处置效率高。"该负责人提到，一些平台建立了对骑手等举报者的奖励机制，可以 有效激励送餐人员主动上报身边的风险隐患，推动形成监督合力。 ...

（原标题：港股通（深）净买入84.80亿港元） 9月24日恒生指数上涨1.37%，报收26518.65点，全天南向资金通过港股通渠道合计净买入137.05亿港元。 证券时报•数据宝统计，9月24日港股通全天合计成交金额为1533.58亿港元，成交净买入137.05亿港元。 具体来看，沪市港股通成交金额987.99亿 港元，成交净买入52.25亿港元；深市港股通成交金额545.59亿港元，成交净买入84.80亿港元。 成交活跃股方面，沪市港股通前十大成交活跃股中，阿里巴巴-W成交额为160.93亿港元，成交金额居首；其次是中芯国际、山高控股，成交金额 分别为62.37亿港元、47.93亿港元。以净买卖金额统计，阿里巴巴-W净买入额为25.68亿港元，净买入金额居首，该股收盘股价上涨9.16%。净卖 出金额最多的是小米集团-W，净卖出4.33亿港元，收盘股价上涨2.62%。 深市港股通前十大成交活跃股中，成交额居首的是阿里巴巴-W，成交金额90.75亿港元；其次是中芯国际、腾讯控股，成交金额分别为36.83亿港 元、25.47亿港元。以净买卖金额统计，有9只股为净买入，净买入金额最多的是阿里巴巴-W，净买入27. ...

Core Viewpoint - The new regulations introduced by the market regulatory authority aim to standardize the service management of food delivery platforms, addressing issues such as platform fees and promotional practices, thereby promoting fair competition among platform companies [1][4]. Group 1: Regulatory Changes - The new draft regulations limit the fees that delivery platforms can charge merchants, prohibiting platforms from forcing merchants to share promotional costs and requiring the establishment of a mechanism to reduce technical service fees [1][5]. - The regulations emphasize transparency in platform fees, detailing requirements for publicizing fee structures and preventing opaque charging practices [5]. - The introduction of these regulations marks a formal response to the chaotic competition in the food delivery industry, which has intensified since the summer of this year [4][6]. Group 2: Impact on Merchants - The regulations aim to alleviate the financial burden on merchants, who have been pressured into aggressive promotional strategies due to competition among platforms [6]. - The draft explicitly prohibits platforms from mandating or indirectly coercing merchants into participating in price promotions, which could further protect merchants' profit margins [6]. Group 3: Consumer and Food Safety - The regulations address issues such as "ghost kitchens," requiring merchants to provide valid business licenses and undergo thorough verification processes to ensure food safety [7]. - A new mechanism for order management will be implemented to prevent "order overload" situations, enhancing consumer experience and safety [7]. Group 4: Delivery Personnel Rights - The draft regulations focus on the rights of delivery personnel, mandating fair compensation and reasonable working hours to prevent overwork and health risks [8]. - Platforms are required to implement fatigue alerts for delivery personnel who have been working for over four hours continuously, ensuring their well-being [8].

骑手参与监督是平台加强食品安全全链条保障的系列举措之一。据悉，美团此前组建了"放心外卖"专项 小组，强化资质证照审核验真，加强线下巡检，推进"明厨亮灶"等食品安全透明化举措落实落地。"在 准入阶段，与16省市的市场监管部门完成资质证照数据对接，严把入网证照审核。在运营阶段，推动各 部门协同，提升违规店铺识别模型准确率，对高风险品类进行判定，识别高风险商户。"美团相关负责 人介绍。 活动中，骑手监督员们还参观了食品快速检测实验室，西城区展览路市场监管所的技术人员现场操作便 携式多功能食品快检设备，对日常食材进行农药残留、兽药残留、非法添加物等项目的快速检测。多位 骑手监督员亲手体验了部分快检步骤，对这项守护"舌尖安全"的快速防线有了切身体会。 据介绍，针对骑手在送餐过程中发现食品安全隐患线索，外卖平台内部治理机制是重要的反馈渠道之 一。"平台采用网格化管理模式，能够实现快速指派业务管理人员进行现场核查，处置效率高。"美团相 关负责人提到，一些平台建立了对骑手等举报者的奖励机制，可以有效激励送餐人员主动上报身边的风 险隐患，推动形成监督合力。 2025年4月，在北京市网约配送行业党委的指导下，美团（北京）党委发挥 ...

沪港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 160.93 亿元 | +25.68 亿元 | | 中芯国际(00981) | 62.37 亿元 | +2.20 亿元 | | 山高控股(00412) | 47.93 亿元 | +6.32 亿元 | | 腾讯控股(00700) | 36.53 亿元 | +12.57 亿元 | | 小米集团-W(01810) | 24.12 亿元 | -4.33 亿元 | | 大众公用(01635) | 20.39 亿元 | +1009.21 万元 | | 美团-W(03690) | 19.72 亿元 | +1.77 亿元 | | 华虹半导体(01347) | 18.97 亿元 | -2622.09 万元 | | 优必选(09880) | 13.51 亿元 | -2360.66 万元 | | 中兴通讯(00763) | 11.46 亿元 | -3.54 亿元 | 智通财经APP获悉，2025年9月24日当天，阿里巴巴-W(09988)、中芯国际(00981)、山高控股(004 ...

大公司： 三星电子第二季度全球HBM市占率降至第三，被美光超越 周三公布的数据显示，三星电子第二季度在全球高带宽内存（HBM）芯片市场的份额下滑至第三位， 美国美光科技公司升至第二位。根据行业追踪机构Counterpoint Research的数据，三星电子在第二季度 占据了全球HBM芯片市场的17%，低于美光的21%。SK海力士以62%的市场占有率位居第一。 美团闪购携十大品牌上线白酒全链路保真体系 36氪获悉，9月24日，美团闪购联合茅台酱香酒、汾酒、洋河、古井贡酒、剑南春、西凤、今世缘、郎 酒、水井坊等十余家白酒品牌，推出即时零售行业首个白酒全链路保真体系，以正品保障为核心，在白 酒售前、售后、配送等环节推出多项服务举措，促进白酒产业知识产权保护，构建健康可信的闪购白酒 生态。 阿里巴巴公开集成电路组件和芯片封装结构专利 36氪获悉，爱企查App显示，近日，阿里巴巴(中国)有限公司"集成电路组件和芯片封装结构"专利公 布。摘要显示，该专利提供了一种集成电路组件和芯片封装结构。所述集成电路组件包括：第一晶圆裸 片，形成有多个运算单元，所述多个运算单元用于并行地执行逻辑运算；第二晶圆裸片，与所述第一晶 圆裸 ...

Core Viewpoint - The introduction of a new national standard for food delivery platforms aims to regulate service management, enhance service quality, and address issues such as "involution" competition and transparency in platform fees [1][2][4]. Group 1: Regulatory Framework - The State Administration for Market Regulation has drafted the "Basic Requirements for Food Delivery Platform Service Management (Draft for Comments)" to standardize service management practices [1]. - The draft focuses on key issues such as "involution" competition, opaque and unreasonable platform fees, "ghost deliveries," and insufficient protection for delivery personnel [1][2]. Group 2: Fee and Promotion Management - The draft proposes specific requirements for fee management, including the need for platforms to standardize fee items, publicly disclose fee information, and conduct compliance audits [2]. - It also addresses "involution" competition by establishing requirements for price promotion management, ensuring promotional activities are transparent and rules are fair [2]. Group 3: Merchant and Delivery Personnel Management - The draft outlines systematic requirements for platforms regarding merchant management, emphasizing the establishment of a standardized admission mechanism and strict qualification audits for merchants [2]. - It focuses on protecting delivery personnel's rights, including social security, fair wages, working hours, and career development, promoting a sustainable rights protection mechanism [2][3]. Group 4: Overall Service Management Requirements - The draft sets overall requirements for platforms to operate legally, protect legal rights of all parties, maintain fair competition, fulfill social responsibilities, and promote multi-party governance [3]. - It emphasizes the need for coordination among various stakeholders in the food delivery industry, filling gaps in existing standards regarding stakeholder relationship management [3]. Group 5: Industry Impact - The development of a new national standard is expected to address societal concerns, promote a fair, orderly, and sustainable industry landscape, and enhance consumer trust and the overall image of the industry [4].

每经AI快讯，9月24日，香港交易所信息显示，摩根大通在美团-W的持股比例于9月18日从6.03%降至 5.85%，平均股价为107.6533港元。 （文章来源：每日经济新闻） ...

Group 1 - The total revenue of the top 100 private enterprises in Shanghai has surpassed 3 trillion yuan for the first time, reaching 3.3 trillion yuan, with a year-on-year increase of 277.1 billion yuan, representing a growth rate of 9.26% [2] - The net profit of these enterprises totaled 224.55 billion yuan, an increase of 92.07 billion yuan compared to the previous year, with a remarkable growth rate of 69.50% [2] - The strong growth of private enterprises is primarily driven by emerging industries, with 8 out of the top 10 companies in net profit increase being from these sectors, indicating the vitality of Shanghai's private enterprises [2] Group 2 - The emerging industries' top 100 companies have also shown rapid growth, with total revenue reaching 2.2 trillion yuan and net profit of 195.37 billion yuan, reflecting a growth rate of 72.47% [2] - The information technology sector is the leading force among emerging industries, with 47 listed companies achieving a total revenue of 1.5 trillion yuan, a year-on-year growth of 19.14%, contributing nearly 70% of the revenue of the emerging industries top 100 [3] - The net profit of information technology companies reached 191.84 billion yuan, with a growth rate of 88.25%, driven largely by retail e-commerce firms like Pinduoduo and Meituan [3] Group 3 - The service industry top 100 achieved a total revenue of 4.7 trillion yuan, reflecting a growth of 7.57%, and a net profit of 583.49 billion yuan, which is a significant increase of 41.14% [3] - The performance of the service industry is attributed to strong results in retail e-commerce, marine transportation, and insurance sectors [3] - Despite challenges in the manufacturing sector due to the economic conditions of black metallurgy and automotive industries, companies in smart terminals, pharmaceuticals, integrated circuits, new energy vehicles, and high-end equipment have shown improved performance, contributing positively to the sector's transformation [3]

Core Insights - Xianweida Biotech is targeting the rapidly growing weight management sector and has submitted its IPO application to the Hong Kong Stock Exchange, with Morgan Stanley and CICC as joint sponsors [1] - The company has raised approximately 2.2 billion RMB from notable investors including Tencent and Meituan, but is currently in a "burning cash" R&D phase with no products commercialized yet [1][6] - The global weight management drug market is projected to grow from 112.8 billion USD in 2024 to 165.9 billion USD by 2029, presenting significant potential for Xianweida Biotech [6] Financial Overview - For 2023 and 2024, the company reported zero revenue, with a projected revenue of 91.067 million RMB in the first half of 2025, primarily from licensing and R&D services [2] - Cumulative net losses exceeded 1.2 billion RMB, with R&D expenses of 456.242 million RMB in 2023, 283.962 million RMB in 2024, and 65.027 million RMB in the first half of 2025 [2][7] - The company’s valuation post-funding is approximately 4.868 billion RMB [6] Product Pipeline - Xianweida Biotech's core product, Enoglutide injection (XW003), is a novel long-acting GLP-1 receptor agonist and is expected to enter commercialization by 2026 [3][4] - The product pipeline includes oral peptides and small molecule drugs, with XW004 and other Amylin peptide analogs aimed at providing complementary options for patients [4][5] - The company has established licensing agreements for the development and commercialization of its products in various regions, including South Korea [5] Market Competition - The weight management drug market is highly competitive, with existing products from multinational companies like Novo Nordisk and several domestic innovations already approved for use [6] - There are currently three approved GLP-1 drugs for obesity, with seven candidates in phase III clinical trials, indicating a crowded market landscape [6] - The transition from clinical development to commercialization will be a critical factor in determining the company's market position post-2026 [5]