Core Insights - E-commerce and food delivery platforms are accelerating the provision of housing benefits for delivery workers to improve their living conditions and enhance operational efficiency [1][4] - JD.com announced the provision of 28,000 "JD Brother Homes" for frontline employees, covering 145 cities, with a planned investment of 22 billion yuan over the next five years to add 150,000 housing units [1][2] - Meituan plans to invest 10 billion yuan over five years to create a comprehensive rider support system, including affordable housing options [1][2] Housing Initiatives - JD.com's housing fund has increased to 10 billion yuan, with 77% of frontline employees applying for housing support, creating a complete support loop from rental subsidies to home purchase funds [2] - Meituan's "Rider Apartments" offer low monthly rents and all-inclusive utilities, addressing the frequent relocation and poor living conditions faced by riders [2][3] - Community-oriented housing solutions, such as shared kitchens and social activities, are being implemented to enhance the sense of belonging among riders [2][3] Labor Market Dynamics - The traditional public rental housing system has high barriers, leaving many riders without adequate housing support, highlighting a gap between government provisions and corporate needs [3][4] - The initiatives by JD.com and Meituan aim to improve employee loyalty and attract more workers to the delivery industry, potentially alleviating urban housing pressures [3][4] Strategic Implications - The housing initiatives are part of a broader strategy to stabilize core human resources and enhance service quality amid intense competition [4][5] - The shift from aggressive recruitment to stabilizing workforce dynamics reflects a changing cost structure in the industry, with JD.com and Meituan investing significantly in employee benefits [6] - Despite these efforts, the total housing supply remains insufficient for the estimated 3 million riders, and the sustainability of these projects depends on corporate profitability and strategic commitment [6][7] Policy and Collaboration - There is a need for systemic solutions to address labor compensation, working hours, and social security for frontline workers [6][7] - Collaborative efforts between local governments and companies are essential to create a multi-tiered housing system that includes public rental housing and corporate-built accommodations [7]

12月12日，双12大促的包裹还在全国的街巷流转，京东抛出的一则重磅消息。 未来5年投入220亿，通过租赁、自建、住房保障基金支持三种方式，搭建15万套"小哥之家"。 图源：微博 对骑手而言，这不仅是一套房子，更是在城市扎根的底气。 在很多人眼里，骑手是"流动的劳动力"，但京东偏偏要做"筑巢的人"。 要知道，外卖行业的核心竞争力，终究是"人"的竞争力。订单的时效、服务的质量，都攥在骑手手里。 留不住人，再完美的算法、再庞大的流量，都是空中楼阁。 京东的逻辑很简单：满足员工的真实需求，才能留住人；留住人，才能让京东外卖真正跑起来。 这份清醒，在行业普遍追求"流量变现""佣金抽成"的当下，显得格外难得。 回到一个核心问题：外卖行业不怎么赚钱，京东为何偏要重仓？ 覆盖的，正是那些穿梭在风雨里的外卖骑手、快递小哥。 而刚刚半年前，京东外卖就已实现15万全职骑手五险一金全额缴纳，一年光社保支出就达36亿。 目前京东已为一线员工提供2.8万套住房，此次15万套的目标，意味着未来五年将有至少20万名员工受益。 对阿里、京东这类巨头而言，外卖早已不是单纯的"送吃的生意"，而是本地生活的"流量入口"，是电商生态的"最后一块拼图 ...

Group 1 - The National Market Supervision Administration has proposed a guideline requiring car sales to be clearly priced, prompting responses from major automakers like BYD, Xpeng, and BAIC [2][3] - Xiaomi has clarified that it does not prohibit the sale of its products, countering claims of misinformation regarding its brand [1][2] - OpenAI's CEO announced that the adult mode for ChatGPT is expected to launch in the first quarter of 2026, focusing on improving age prediction capabilities first [1][2] Group 2 - Shenzhen Romashi Technology Co., Ltd. was fined over 1.24 million yuan for violating mandatory certification regulations and false advertising [2] - JD.com plans to invest 22 billion yuan over the next five years to provide 150,000 "delivery personnel homes" [7] - Lululemon reported a 7% year-on-year increase in global net revenue for Q3 of fiscal year 2025, reaching 2.6 billion USD [18] Group 3 - The first fully autonomous humanoid robot tour guide solution was launched, integrating various advanced capabilities for diverse applications [8] - Retatrutide, a new weight loss drug from Eli Lilly, showed promising results in clinical trials, with participants losing an average of 23.7% of their body weight [9][10] - NVIDIA's CEO stated that artificial intelligence could potentially increase global GDP fivefold [10] Group 4 - OpenAI released the latest version of its AI model, GPT-5.2, in response to competitive pressures in the generative AI field [22][23] - Samsung launched its first tri-fold smartphone, Galaxy Z Trifold, in South Korea, priced at approximately 1.72 million KRW [22]

Group 1 - The pre-prepared food market is experiencing a paradox of consumer trust issues and capital enthusiasm, driven by urbanization and the demand for convenient dining [3][4]. - The "zero additives" concept is being phased out in favor of "clean label" standards, emphasizing ingredient transparency and natural prioritization [5][6]. - The energy drink industry is undergoing rapid transformation with ingredient innovation and scene segmentation, focusing on health trends and diverse flavors [7][8]. Group 2 - The nut import market in China is projected to reach $2.386 billion in 2024, with a significant increase in demand for high-end varieties like pistachios [10]. - The beverage market is facing a downturn, with sales declining due to the rise of on-demand drink services and aggressive pricing strategies [14][15]. - The convenience food industry in China is shifting towards value creation, with a market size expected to grow from 673.6 billion yuan in 2023 to 960.3 billion yuan by 2026 [18]. Group 3 - The dairy industry is seeing a shift from ambient milk to fresh milk, with companies like Bright Dairy exploring new growth areas in the pet food market [20]. - Wangwang is facing challenges in the milk market, prompting the company to diversify into AD calcium milk to regain market share [21]. - The plant-based food sector is experiencing a downturn, with companies focusing on technological innovation and localization to meet market demands [17]. Group 4 - JD.com is enhancing its pre-prepared food strategy, aiming to strengthen its supply chain and align with the growing demand for ready-to-eat meals [31]. - China Resources Beverage is entering the ready-to-drink coffee market, competing against established brands like Nestlé and Starbucks [32]. - Wanglaoji is diversifying into the functional beverage market by acquiring distribution rights for Red Bull in southern China, aiming for significant sales growth [33].

Core Insights - JD.com is investing 22 billion yuan over the next five years to provide 150,000 housing units for delivery personnel, enhancing living conditions for frontline employees [1][3] - The company has already provided 28,000 housing units across 145 cities, with a focus on improving employee welfare and training systems [1][3] Housing Initiatives - JD.com has established "JD Brother Homes" to offer affordable housing, with monthly rents below 50% of surrounding areas [2][3] - The company has cumulatively invested 22 billion yuan in employee housing over the past 20 years, with a significant portion allocated to a housing security fund [3][4] Employee Welfare - JD.com ensures 100% labor contract signing and full social insurance coverage for frontline employees, including various benefits such as paid leave and health check-ups [3] - The company has a dedicated employee assistance fund that has provided over 157 million yuan to help employees in emergencies over the past decade [4] Training and Development - JD.com has launched the first "Modern Rider Academy" in collaboration with Guangdong Province to enhance the skills and career development of delivery personnel [5] - The company has also initiated the "I Study at JD" program, supporting over 6,500 employees in further education since 2014 [6]

大家好，我是乔叔，今天咱们就聊聊京东租18年旧飞机背后的那些跨境物流门道和生死账。 12月，京东租下了一架服役18年的旧A330飞机。这件看似不引人注目的事，却像一颗石子砸进了复杂 的物流池塘。 人们原本以为，电商巨头会盯着最新、最大、最贵的飞机，没想到最后捧回家的却是个"老家伙"。这一 选择背后，其实藏着一次跨境物流行业的大变局。 飞机的"二次人生"：旧壳新用的行业共识 说起这架A330，它早年拉过旅客到处飞，如今摇身一变成了货机。别看飞机年份长，这其实正是它的 新机会。 行业里有句行话，"旧的客机不一定过时，改成货机能用好些年。"原因就是货运要的不是最新科技，而 是装得多、省得多。 这种改装后的飞机，对承载着成箱成箱"泡货"的亚洲电商来说恰好合胃口。不论是义乌的日用品，还是 江浙的服饰，堆起来占了不少地方，分量却不压秤，A330这样的大肚量正好派上用场。 背后的赢家：改装厂和资本方的隐秘博弈 这桩买卖里，除了使用飞机的京东，还有两类人收获不小。飞机租赁公司作为中介，低价收进二手飞 机，改完分分钟就能以高价租出去。 尤其是那些有技术实力的改装企业，更是吃到了"技术红利"。一架客机想变身货机，光加固机体、改装 ...

每天早上当上班族迈着紧促的脚步前往单位，京东骑手小哥祝观龙也骑上他的电动车，穿梭在老城区的 大街小巷里。他平日跑得最多的广州沙湾，聚集了大量快递、外卖从业人员。专职送外卖三四年了，自 己未来还能干什么？这是经常萦绕他和其他小哥心头的问题。 早在2019年，有头部外卖平台就业报告就显示，GDP越高的省份，骑手数量相对越多，广东的骑手数量 位居全国第一。在忙碌的工作之外，骑手们对自身职业发展与能力提升有着强烈的需求。 为回应新就业形态劳动者职业发展路径模糊、技能培训不足、学历晋升困难等问题，12月11日，广东省 教育厅与京东集团签署战略合作协议，现代骑手学院在广州揭牌成立。作为全国首家"现代骑手学院"， 其在定位层级、教学模式、培训资源、覆盖面上都更上一个层次。 当天，20名年龄不同、身着京东红色工作服的骑手坐在广州职业技术大学物流学院的课堂里，试听无人 机、安全教育等课程，祝观龙也在其中。"送外卖比较枯燥重复，现在接触到无人机、电子商务等新课 程，我会更有兴趣去学习，希望不断提升专业能力和社交能力，让自己的职业发展有新的方向。"他对 南方财经记者坦言。 这也是许多骑手的心声。据了解，现代骑手学院入学不限年龄、不 ...

记者丨伍素文 编辑丨蒋韵 近年来，在政策驱动下，全国多地纷纷推出面向骑手、快递员等新就业形态劳动者的培训与教育项目，统称为"骑手学 院""小哥学院""骑士学院"。它们多由社会工作部、市场监管局等部门牵头，联合工会、开放大学、成人教育学校、高 校或企业多方开办，注重教育与服务融合。 每天早上当上班族迈着紧促的脚步前往单位，京东骑手小哥祝观龙也骑上他的电动车，穿梭在老城区的大街小巷里。 他平日跑得最多的广州沙湾，聚集了大量快递、外卖从业人员。专职送外卖三四年了，自己未来还能干什么？这是经 常萦绕他和其他小哥心头的问题。 早在2019年，有头部外卖平台就业报告就显示，GDP越高的省份，骑手数量相对越多，广东的骑手数量位居全国第 一。在忙碌的工作之外，骑手们对自身职业发展与能力提升有着强烈的需求。 为回应新就业形态劳动者职业发展路径模糊、技能培训不足、学历晋升困难等问题，12月11日，广东省教育厅与京东 集团签署战略合作协议，现代骑手学院在广州揭牌成立。作为全国首家"现代骑手学院"，其在定位层级、教学模式、 培训资源、覆盖面上都更上一个层次。 当天，20名年龄不同、身着京东红色工作服的骑手坐在广州职业技术大学物流学院 ...

除了外卖，京东上还能缴纳社保了。 日前京东App正式上线市民服务，旨在为用户提供便捷、智能、高效的"一站式"线上政务服务与生活服 务体验。据悉，相关服务首批覆盖广州、山西全省、江苏全省等多个省市，目前用户通过京东App或京 东金融App搜索"京民通"或"市民服务"，即可办理公积金查询、医保报销、社保缴纳、个税申报、育儿 补贴申领、养老资格认证等，同时还聚合了生活缴费、快递寄收、定点药店查询、旅游出行、求职就业 等便民服务。 值得一提的是，京东市民服务在部分城市提供了特色便民功能。例如在广州，就深度对接"穗好办"系 统，实现了出入境预约、生育津贴支付等全流程智能办理。 由此看去，京东之所以发力线上政务服务与生活服务，或许是从外卖业务受到了启发，想要通过这类服 务进一步增加用户打开App的频率。毕竟各类政务服务与生活服务虽然在用户需求上不如基于一日三餐 的外卖高，但同样也是刚需，而且胜在细分场景众多。 此外，京东的市民服务配备有基于自研JoyAI大模型打造的AI助手小彤，可通过拍照识别自动提取证 件、票据信息，能将复杂政策文件转化为通俗解读和办理建议，大幅降低了老年群体等用户的操作门 槛。在此基础上，京东市民服务 ...

【#美团京东给骑手快递员安家#，#快递员称小哥之家房租比市场低50%#】"搬进来后，唯一后悔的是 自己申请晚了。" 此前，因为郊区的合租房居住条件不佳且不稳定，裴云涛几乎每2到3个月就要搬一次家。 今年10月中旬，裴云涛申请了新一批开放的"京东小哥之家"，两室一厅的房子与过去的合租房相比更加 舒适，同时也更稳定。"只要我在京东工作，可以一直住下去。"他透露，房租至少比市场价低50%。 平台正加快向快递员、外卖骑手提供保障性住房。12月12日，京东宣布已面向一线员工提供了2.8万套 住房。京东同时表示，未来5年还将投入220亿，通过租赁、自建以及住房保障基金支持等方式，提供15 万套"小哥之家"，进一步改善外卖骑手、快递小哥的居住条件。 11月21日，美团宣布未来五年将投入100亿元构建更全面的骑手保障体系。在北京、深圳、重庆等地， 美团推出了"骑手公寓"，为骑手提供性价比高、安全性强的保障性住房。第一财经记者了解到，目前美 团"骑手公寓"正在北京、深圳、重庆等地探索试点，首批房源预计满足超过600名骑手需求，水电暖及 网络费用由美团承担，明年项目将拓展至全国更多城市。 北京的京东快递员裴云涛在今年11月搬进了 ...