8月1日，三大外卖平台相继发声，共同呼吁规范行业竞争秩序。美团表示将严格遵循相关法律法规，杜 绝不正当竞争行为；淘宝闪购与饿了么也联合发文，明确表态抵制恶性竞争；京东表示坚决杜绝不正当 竞争，抵制恶性补贴。 咱先说说，外卖市场为什么又"打起来"了？今年初，京东强势入局，外卖赛道的行业变局备受关注。到 了夏季，外卖平台战火更是灼热，纷纷推出"0元购""1分钱抢购"等促销活动。有饮品商家坦言"忙到手 抽筋，钱没赚几块。"平台之间抢夺的已不仅是一顿饭的生意，争的是从外卖到即时零售的流量转化， 抢的是用户即时消费的使用习惯，为的是占领本地生活服务"最后一公里"的高地。 再来看看，外卖平台为什么又宣布"不打了"？一段时间以来，市场监管总局多次约谈饿了么、美团、京 东三家平台企业，要求相关平台企业严格遵守商务法、反不正当竞争法、食品安全法等法律法规规定， 严格落实主体责任，进一步规范促销行为，理性参与竞争。三家平台也纷纷发声在有关部门指导下，推 动建立公平有序行业秩序，促进各方互利共赢。 各方都看到，无序竞争不仅不利于行业健康发展，也不利于平台自身。外卖平台连接着广大线下商户、 消费者和骑手群体，外卖行业发展事关促消费、 ...

Group 1 - JD.com is intensifying its international business strategy by launching a public acquisition offer for CECONOMY AG at a cash price of €4.6 per share [2] - CECONOMY AG is the parent company of MediaMarkt and Saturn, major consumer electronics retailers in Europe, and is headquartered in Germany [2] - The acquisition aims to facilitate JD.com's expansion into the European e-commerce market, with plans to launch operations by 2026 [2] Group 2 - CECONOMY was spun off from the Metro Group's consumer electronics division in 2017 and has been publicly listed since then [2] - Upon completion of the transaction, CECONOMY will be privatized and delisted from the stock exchange [2]

Core Insights - The WAIC (World Artificial Intelligence Conference) showcased a significant increase in the presence of embodied intelligence, with over 90 different robots exhibited compared to only 18 last year [1] - Major Chinese tech companies, including Tencent and JD.com, are actively entering the embodied intelligence sector, focusing on software platforms rather than directly manufacturing robots [6][8] Tencent's Strategy - Tencent's Robotics X lab head, Zhang Zhengyou, announced the company's intention to become a partner for robot manufacturers, emphasizing software development over hardware [2] - Tencent introduced the Tairos platform, which provides software development capabilities for robot manufacturers, focusing on model algorithms and cloud services [14][15] - The Tairos platform includes a three-part model system aimed at enhancing robot capabilities in understanding and executing tasks [14][17] JD.com's Approach - JD.com launched its AI business brand "JoyAI" and has made multiple investments in embodied intelligence companies, aiming to enhance its role beyond just an e-commerce channel [4][9] - The company introduced the "JoyInside" platform, which aims to improve human-robot interaction capabilities through advanced model services [10][11] - JD.com reported a significant increase in sales of intelligent robots, with a 3x growth in self-operated sales and a 17x increase in embodied intelligent robot sales during the "618" shopping festival [13] Industry Trends - Both Tencent and JD.com are focusing on providing foundational infrastructure, such as models and computing power, to support the growth of the embodied intelligence sector [7] - The competition for clients in the embodied intelligence space is intensifying, with both companies positioning themselves as key players in the software and service domains [8]

Core Viewpoint - Multiple food delivery platforms are calling for a resistance against vicious competition, emphasizing the need for a healthy industry ecosystem and the importance of not selling goods and services at significantly lower than cost prices, which distorts price signals and disrupts market order [1][2]. Group 1: Industry Commitments - Meituan published an article titled "Prosper the Industry Ecosystem, Resist Disorderly Competition," stating a commitment to not sell at significantly lower prices [1]. - Taobao Flash and Ele.me also released statements promoting service enhancement and healthy competition, urging against significant price undercutting [1]. - JD.com issued a statement on fulfilling corporate and social responsibilities, promising to regulate subsidy practices and improve service quality [1]. Group 2: Legal and Ethical Standards - The platforms are aligning with laws such as the "Anti-Food Waste Law," ensuring that subsidies are transparently communicated to merchants and consumers without exaggeration [2]. - There is a commitment to not force merchants into subsidy activities, thereby protecting their pricing autonomy [2]. - The platforms aim to ensure fairness in promotional activities, avoiding selective subsidies that could harm small and medium-sized businesses [2]. Group 3: Sustainable Development Goals - The industry recognizes that irrational competition leads to unsustainable benefits for consumers, merchants, and delivery riders [3]. - There is a collective willingness to resist "involution-style" competition, focusing resources on improving service experiences and safeguarding rider rights [3]. - The goal is to shift from price competition to quality and service competition, promoting a balanced development between food delivery and dine-in services [2][3].

Core Viewpoint - Major food delivery platforms including Meituan, JD.com, Ele.me, and Taobao have collectively committed to resisting disorderly and malicious competition, particularly in response to the recent "subsidy war" [1][5][8]. Group 1: Company Statements - Ele.me and Taobao issued a joint statement emphasizing the need to plan subsidies reasonably based on consumer and merchant needs, while also ensuring merchants' rights to know, choose, and set prices [5][8]. - Meituan stated that it will strictly adhere to various laws and regulations, ensuring that subsidy activities do not involve selling goods and services at prices significantly below cost [5][8]. - JD.com declared its commitment to resisting malicious competition and will not engage in practices like "0 yuan purchases" that distort market dynamics [5][8]. Group 2: Market Reactions - Following the announcements, stock prices for Meituan, JD.com, and Alibaba saw significant increases in the Hong Kong market [1]. - The market capitalization of JD.com is reported at HKD 361 billion, with a trading volume of 8.2073 million shares on August 1 [3]. Group 3: Industry Context - The recent subsidy wars have placed many merchants in a difficult position, with reports indicating that while high subsidies initially boost order volumes, they lead to a decline in average order value once subsidies are withdrawn [5][6]. - Industry associations have called for an end to "involutionary" price wars and urged platforms to stop interfering with merchants' pricing rights, advocating for a focus on food safety and support for small businesses [7][8]. Group 4: Future Implications - The upcoming "first cup of milk tea in autumn" promotion period is anticipated to be a critical time for observing how platforms implement their marketing strategies in light of the recent commitments [9].

在电商经营中，京东商家如果面临货款被冻结的困境，这引发了一个关键问题：被冻结的货款能否强制 提现？答案是否定的。京东平台对货款冻结设有明确的规则和流程，商家必须通过合规的途径解决，而 非采取强行操作。本文将从冻结原因、处理方式、风险规避等方面进行分析，旨在帮助商家理性地应对 此类问题。 面对货款冻结，商家应采取合规的解决路径。首先，主动沟通，明确冻结原因。商家应登录【京东商家 后台-资金中心】查看冻结通知，或联系客服获取具体的原因代码，例如"FZ001"代表交易纠纷冻结。其 次，针对性地提供证明材料。如果是交易纠纷类，需要上传发货记录、质检报告、沟通记录等。如果是 违规嫌疑类，需要说明经营情况，如果确实存在刷单行为，需要承认错误并提交整改计划。需要注意的 是，如果是司法冻结，则需要联系办案机关处理，平台无权自行解冻。再次，善用平台申诉机制。商家 可以通过【商家维权中心】发起申诉，但务必附上完整的证据链。最后，可以采取一些预防性措施。例 如，资金分散管理，定期提现，避免账户囤积大额货款；合规经营，严格把控商品质量，避免虚假宣 传；购买保险，京东合作保险服务可以覆盖部分纠纷导致的资金损失。 总而言之，面对京东货款 ...

外卖平台纷纷发文，呼吁抵制恶性竞争、规范促销补贴！ 8月1日上午，美团发文《繁荣行业生态，抵制无序竞争》，淘宝闪购及饿了么发文《持续提升服务 推动良性竞争 激发消费烟火气》，京东 发文《践行主体责任和社会责任 共建外卖行业健康生态》，承诺将抵制恶性竞争、规范促销补贴、提升服务质量。 美团官微发文称，外卖平台补贴近日引发社会高度关注，美团对此高度重视，将坚决规范促销行为，杜绝不正当竞争行为，推动建立公平有 序行业秩序，促进各方互利共赢。承诺从自身做起，并积极呼吁行业共同构建良好生态，促进餐饮服务行业规范健康持续发展。其中包括， 开展补贴活动严格遵守相关法律法规，依法向商家和消费者公示补贴信息，不强制或变相强制商家参加补贴活动，切实保障商家自主定价权 等。 美团方面称，愿意和各方一起，务实行动，共同抵制"内卷式"竞争，把更多宝贵的资源，用到做好服务体验，改善商户经营，保障骑手权 益，推进科技创新，参与国际竞争，促进行业高质量发展的刀刃上。 美团发文抵制无序竞争 淘宝App同日上午也在规则中心上线声明，承诺将构筑公平透明、各方共赢的机制。包括从消费者和商家需求出发，合理规划发放补贴；坚 决抵制恶性竞争，不做大规模" ...

Core Viewpoint - Major companies in the food delivery sector, including Meituan, Taobao, Ele.me, and JD, have united to resist disorderly competition and promote a fair and orderly industry environment, emphasizing mutual benefits and sustainable development [1][2][3] Group 1: Meituan's Commitment - Meituan has pledged to adhere to various laws and regulations, ensuring that subsidy activities do not involve selling goods and services significantly below cost, which distorts price signals and disrupts market order [1] - The company will transparently disclose subsidy information to merchants and consumers, avoiding exaggerated claims about total subsidies [1] - Meituan will not force or indirectly compel merchants to participate in subsidy activities, safeguarding their pricing autonomy [1] - The platform aims to ensure fairness in promotional activities, protecting the interests of small and medium-sized merchants [1] - Meituan is focused on building a win-win ecosystem for consumers, merchants, delivery riders, and platform enterprises [1] Group 2: Taobao and Ele.me's Initiatives - Taobao and Ele.me emphasize the importance of planning subsidies based on consumer and merchant needs, ensuring merchants' rights to be informed, choose, and set prices [2] - The companies are committed to actively resisting malicious competition and irrational promotional activities, such as large-scale "0 yuan purchase" campaigns [2] - They aim to enhance service quality and maintain order in offline operations while fostering a collaborative ecosystem for mutual benefits [2] Group 3: JD's Position - JD has expressed its commitment to standardizing subsidy behaviors and resisting "0 yuan purchase" promotions, which are seen as harmful to the market [3] - The company will maintain a simple and transparent subsidy mechanism, allowing merchants to operate and participate in promotional activities autonomously [3] - JD aims to enhance service quality and promote a healthy ecosystem that benefits consumers, merchants, delivery riders, and the platform [3] Group 4: Market Reaction - Following the announcements on August 1, stock prices for Meituan, Alibaba, and JD saw significant increases, with Meituan rising over 3%, Alibaba over 3%, and JD over 1% during intraday trading [3]

凤凰网科技讯 北京时间8月1日，据彭博社报道，据知情人士透露，星巴克已对中国业务投资者进行了 筛选，大约12家公司入围第二轮，其中包括私募股权公司和科技公司。 知情人士称，相关讨论仍在进行中，未必会达成交易。随着谈判的推进，其他行业和财务投资者也可能 在后期加入。 中国是星巴克的第二大市场。然而，星巴克在中国已落后于瑞幸咖啡等本土竞争对手，后者凭借价格更 低廉的产品和频繁更新的产品实现了快速增长。 截至发稿，星巴克、方源资本、KKR、高瓴投资和春华资本不予置评。腾讯、京东、博裕资本、凯雷 集团尚未回应置评请求。(作者/箫雨) 知情人士称，第二轮名单中包括受邀参与投资的私募股权公司博裕资本、凯雷集团、殷拓集团、方源资 本、KKR、高瓴投资和春华资本，以及科技巨头京东和腾讯控股。 知情人士表示，入围的公司将获准查阅星巴克中国业务的财务报表，以便在未来几个月内进行评估并准 备报价。新的资本注入和本土化运营经验将助力星巴克在中国市场扩张门店规模、完善供应链体系，并 优化面向中国消费者的移动端平台与品牌战略。 星巴克CEO倪睿安(Brian Niccol)在7月29日的财报电话会议上对分析师表示，为中国业务寻找合作伙 ...

Core Viewpoint - Multiple food delivery platforms, including Meituan, Taobao Flash, Ele.me, and JD.com, have issued statements calling for the resistance of disorderly competition in the industry, particularly in response to recent concerns over subsidies [1] Group 1: Industry Statements - Meituan emphasizes the need to standardize promotional behaviors and eliminate unfair competition, aiming to establish a fair and orderly industry environment for mutual benefits [1] - Taobao Flash and Ele.me highlight their commitment to enhancing service and promoting healthy competition, focusing on the integration of physical and service consumption while ensuring transparency and mutual benefits [1] - JD.com stresses the importance of fulfilling both corporate and social responsibilities, advocating for the cessation of "0 yuan purchase" and other aggressive promotional practices to foster a healthy industry ecosystem [1]