仇广宇2022年5月加入美团，在到家事业群开始探索境外业务，先后转战香港、沙特和巴西，带领Keeta团队从零到一取得 市场突破。仇广宇积极从内外部广泛吸引优秀人才加入，初步建设了一支来源多样，有激情、有战斗力的国际化团队。 据南方+记者了解到，过去五年，美团领导梯队培养初见成效，相当一批管理者勇挑重担、持续交付结果，在挑战和锻炼中 逐步成长起来，已经内部晋升了李树斌、毛一年、孙致钊、肖飞、肖昆、张晶、李锦飞、陶雪璇等多名副总裁及以上高级 管理者，其中大多数为"80后"。上述邮件中提及，"截至目前，公司总监及以上管理者和技术专家中，超过一半来自内部晋 升，既有通过已持续15年的'美团校园招聘计划'加入的应届毕业生，也有从不同行业引入并脱颖而出的优秀人才。" 据美团内部知情人士向南方+记者透露，此次是美团领导梯队的常规调整，不涉及组织架构变动。 美团方面表示，近年来采取了多种措施来建设人才梯队，培养选拔内部管理者。2019年9月，在美团十周年前夕的管理沟通 会上，王兴就曾表示，我们将追求更大概率、更大面积的内部人才成长，未来十年，美团要让新一批管理者成长起来，这 也是美团未来竞争力的重要来源。2020年1月，王兴 ...

鸿星尔克方面透露，其品牌特性与即时零售平台运动健身、出行旅游、礼赠亲友等多元场景高度契合， 在美团闪购试运营期间，来自健身房、学校、写字楼、酒店等场景的订单快速增长，印证了其商品在满 足消费者即时需求方面的巨大潜力。由此，鸿星尔克首选与美团闪购合作，这也是其全渠道战略的重要 布局，是运营模式的全面升级。双方将在门店入驻的基础上，在系统和会员体系、服务体验、商品运营 等层面达成更深度合作。 服饰行业人士认为，今年双11前夕，运动鞋服品牌表现出鲜明的求新、求变的意图，希望在传统渠道之 外寻求新增量，变量主要来自即时零售：运动鞋服、户外装备品类在即时零售的迅猛增势，向行业释放 了强烈的确定性。头部品牌密集与美团闪购达成合作，表明了品牌"探寻新渠道，给门店找可持续增 量"的行业普遍趋势。 临近双11，多家"国民级"运动品牌密集加码即时零售。10月21日，鸿星尔克品牌门店启动入驻美团闪 购。双方预计，截至今年底，鸿星尔克入驻美团闪购门店数将扩展至约4000家，覆盖全国绝大多数城 市，提供"国民运动好货，一站购齐30分钟准时达"的便捷服务。 据了解，美团闪购是鸿星尔克入驻的首家即时零售平台。记者梳理发现，双11周期，同时 ...

Core Insights - The article discusses the competitive landscape of local life services among major internet companies, highlighting the shift from direct competition to ecosystem collaboration [1][4][20] Group 1: Competitive Landscape - On September 10, Gaode launched the "Street Scanning List," marking the beginning of Alibaba's strategy to penetrate local life services through real user travel data [2] - Baidu responded with its "AI Go·List in List," integrating data from its previous partnerships with Dazhong Dianping and Ctrip, creating a comprehensive service platform [2][5] - The competition is characterized by a transition from single-app competition to "ecological collaboration," where AI algorithms, organizational synergy, and user reputation will play crucial roles [4][20] Group 2: Strategic Moves by Companies - Alibaba aims to leverage Gaode's high user engagement to create a seamless online-offline experience, enhancing its local life service offerings [6][14] - Baidu's strategy involves forming alliances rather than competing alone, as seen in its collaboration with Meituan and Ctrip to enhance its service capabilities [10][24] - The article notes that the local life service market is projected to grow significantly, with an expected market size of 35.3 trillion yuan by 2025, indicating substantial growth potential [19] Group 3: Role of Gaode and Ecosystem Integration - Gaode's transformation from a navigation tool to a critical entry point for Alibaba's local services is emphasized, as it connects various consumer decision-making processes [16][18] - The integration of services allows for a more efficient user experience, where consumers can easily navigate to restaurants, attractions, and hotels through Gaode [17] - The article highlights the importance of a unified membership system within Alibaba's ecosystem, enhancing user engagement and loyalty [17][18]

Core Insights - Pandora Dining Group has opened two new restaurants in Shandong Weifang and Beijing, enhancing its presence in key innovation and digital hubs [1][8] - The Weifang restaurant, located in the Goertek Optoelectronics Park, spans over 4,000 square meters and can accommodate over 2,000 diners, offering a diverse menu to cater to various tastes [3][5] - The Beijing restaurant in the Meituan Wangjing Digital Park covers 3,155 square meters and serves over 900 diners, featuring multiple dining lines and flavor stalls [5][8] Weifang Goertek Project - The Weifang Goertek restaurant is designed as a "food energy station" for tech talent, providing convenient dining options within the innovation park [1][8] - The restaurant includes various food stalls, such as tea-scented chicken, self-service noodles, and handmade dumplings, ensuring quick access to meals for employees [3][5] Beijing Meituan Project - The Beijing Meituan restaurant serves as a "flavor gathering place" for internet professionals, aligning with Meituan's strategy of integrating retail and technology [1][8] - It features four dining lines and eight flavor stalls, offering a wide range of culinary experiences from spicy to classic Cantonese dishes [5][8] Company Expansion and Philosophy - The openings mark a significant expansion for Pandora Dining Group, which currently operates nearly 100 projects domestically and internationally across various sectors [8] - The company emphasizes food safety and quality, aiming to create a comfortable dining environment that feels like home for customers [8]

王兴的邮件内容显示，肖飞于2014年2月加入美团，从美团外卖的产品经理做起。2016年他首次换岗至餐饮生态平台，带队探索商家数字化解决方案，并 于2023年9月晋升为副总裁。2025年4月，肖飞担任软硬件服务负责人，管理餐饮SaaS、酒店SaaS、Peppr（SaaS海外）、骑行、充电宝等业务。肖飞的团 队输出过多位高级管理者，被美团内部评为积极"招聘并发展最佳人才"的管理实践代表。 美团S-team的人员调整，既是该公司领导梯队建设，也反映下一步业务重点 文 | 《财经》特约撰稿人 李莹 编辑| 杨立赟 10月20日，美团晋升了两名具有外卖和海外业务背景的高管。美团首席执行官（CEO）王兴发布组织公告邮件，宣布软硬件服务负责人肖飞、Keeta负责 人仇广宇将加入S-team。 S-team是美团最高管理团队，主要负责公司战略方向与核心业务布局。《财经》了解到，S-team最新名单一共8人，包含公司CEO王兴、联合创始人穆荣 均、核心本地商业CEO王莆中、首席财务官（CFO）陈少晖、食杂零售业务负责人郭万怀、美团平台及点评事业部负责人李树斌，以及新晋加入的肖飞和 仇广宇。 美团现有的"领导梯队培养计划"启动于 ...

Group 1 - The core viewpoint of the articles indicates that the US and China are set to return to the negotiation table, which has positively impacted stock markets, with US stocks rising and Hong Kong stocks opening higher [1] - The Hang Seng China Enterprises ETF (159960) increased by 1.60%, with notable gains in constituent stocks such as China Life (02628) up 6.21%, SMIC (00981) up 4.39%, and Xpeng Motors-W (09868) up 4.18% [1] - The US President has identified three major issues for negotiation: rare earths, fentanyl, and soybeans, while the Chinese Foreign Ministry emphasized the need for equal and respectful negotiations [1] Group 2 - According to China Merchants Securities, the Hong Kong stock market is expected to experience a period of volatility before a potential upward trend, driven by factors such as continuous innovation in the Chinese tech industry and a low probability of high tariffs being implemented [1] - The upcoming Fourth Plenary Session of the Communist Party discussing the "14th Five-Year Plan" is anticipated to boost risk appetite among investors [1] - The expectation of continued interest rate cuts by the Federal Reserve is likely to lead to sustained capital inflows, improving fundamentals and profit expectations, which may drive a slow bull market trend in Hong Kong stocks [1] Group 3 - The Hang Seng China Enterprises ETF closely tracks the performance of the Hang Seng China Enterprises Index, which includes all H-share companies listed on the Hong Kong Stock Exchange [2] - As of October 20, 2025, the top ten weighted stocks in the Hang Seng China Enterprises Index include Alibaba-W (09988), Tencent Holdings (00700), and China Construction Bank (00939), collectively accounting for 55.33% of the index [2]

Group 1 - OpenAI has tightened regulations on its AI video generation application Sora to prevent deepfake content, collaborating with actor Bryan Cranston and the SAG-AFTRA union [1] - As of October 20, 2025, the CSI Online Consumption Theme Index (931481) rose by 1.47%, with notable increases in stocks such as Bilibili-W (6.88%) and Kuaishou-W (3.04%) [1] - The CSI Online Consumption ETF (159793) increased by 1.60%, reaching a latest price of 1.08 yuan, and has seen a cumulative rise of 10.95% over the past three months [1] Group 2 - As of September 30, 2025, the top ten weighted stocks in the CSI Online Consumption Theme Index accounted for 55.76% of the index, including Alibaba-W, Tencent Holdings, and Kuaishou-W [2] - The weight and performance of key stocks in the index include Tencent Holdings (1.35%), Alibaba-W (3.03%), and Meituan-W (1.60%) [4]

智通财经APP获悉，根据2025年10月20日披露数据，中国电信(00728)、中远海能(01138)、绿色动力环 保(01330)位居港股通持股比例前3位，分别为70.93%、69.85%、69.62%。此外，小米集团－Ｗ (01810)、映恩生物-B(09606)、美团-W(03690)在最近有统计数据的5个交易日内，持股额增幅最大，分 别为+22.13亿元、+19.01亿元、+14.30亿元;盈富基金(02800)、中芯国际(00981)、恆生中国企业(02828) 在最近有统计数据的5个交易日内，持股额减幅最大，分别为-59.16亿元、-18.59亿元、-17.45亿元。 公司名称 持股额变动 持股数变动 盈富基金(02800) -59.16亿元 -22309.38万股 中芯国际(00981) -18.59亿 元 -2588.72万股 恆生中国企业(02828) -17.45亿元 -1854.87万股 信达生物(01801) -11.24亿元 -1305.98万股 老铺黄金(06181) -7.48亿元 -93.71万股 江西铜业股份(00358) -7.08亿元 -2219.52万股 石药集团(01 ...

Group 1 - The top three stocks with net inflows from southbound funds are Yingfu Fund (02800) with 1.284 billion, Xiaomi Group-W (01810) with 1.061 billion, and Alibaba-W (09988) with 754 million [1][2] - The top three stocks with net outflows from southbound funds are Zijin Mining (02899) with -390 million, Kuaishou-W (01024) with -342 million, and SMIC (00981) with -299 million [1][2] - In terms of net inflow ratio, GX Hengsheng Technology (02837) leads with 81.55%, followed by China National Freight (00598) with 73.16%, and Far East Horizon (03360) with 62.84% [1][2] Group 2 - The top ten stocks with the highest net inflows include Yingfu Fund (02800) at 1.284 billion with a net inflow ratio of 9.39%, and Xiaomi Group-W (01810) at 1.061 billion with a net inflow ratio of 8.90% [2] - The top ten stocks with the highest net outflows include Zijin Mining (02899) at -390 million with a net outflow ratio of -15.10%, and Kuaishou-W (01024) at -342 million with a net outflow ratio of -15.96% [2] - The top three stocks with the highest net outflow ratios are Gushengtang (02273) at -49.31%, Weishi Jiajie (00856) at -45.22%, and Green Power Environmental Protection (01330) at -44.61% [3]

丨2025年10月21日星期二丨 NO.1Gucci母公司拟以40亿欧元出售美容业务 点评：随着旅游需求回暖，折扣套餐有望刺激更广泛消费。补贴和低价营销背后，也是旅游商家把握四 季度淡季流量的重要举措。对于平台来说，旅游商品供应量倍增，叠加阿里系会员权益，能提升飞猪平 台粘性与转化率。 NO.3 前三季度全国铁路发送旅客35.4亿人次 10月20日，据"中国铁路"微信公众号消息，今年前三季度，全国铁路发送旅客35.4亿人次，同比增长 6%，再创历史同期新高，全国铁路运输安全平稳有序。 点评：前三季度铁路客运量创新高，显示居民出行需求在假日经济、探亲旅游等多重因素推动下持续释 放。 NO.4 李宁入驻美团闪购 10月20日，李宁品牌宣布正式入驻美团闪购平台，近千家门店同步上线，业务覆盖全国近百个城市，实 现全品类、全年龄段专业运动装备全量供给。据了解，李宁将持续与美团闪购探索"闪电仓"等创新业务 模式，并计划年内逐步实现全国各级市场全面覆盖。在此之前，阿迪达斯、迪卡侬、耐克、滔博、 361°、安踏等知名运动品牌已先后打通即时零售销售渠道。 10月20日，Gucci母公司开云集团正式宣布与欧莱雅集团达成协议，欧莱 ...