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2025年Q2腾讯联想京东等实现两位数增长,释放了什么信号?
Sou Hu Cai Jing· 2025-08-19 10:03
Core Viewpoint - The major technology and internet companies in China, including Tencent, JD.com, Lenovo, and NetEase, reported second-quarter earnings that exceeded expectations, indicating a recovery in the industry after a challenging period [1][4]. Group 1: Financial Performance - Leading companies achieved nearly double-digit or higher-than-expected growth, with Tencent reporting revenue of 184.5 billion RMB, a 15% year-on-year increase; Lenovo's revenue reached 127.9 billion RMB, growing by 24%; JD.com reported 356.7 billion RMB, up 22.4%; and NetEase saw a growth of 9.4% [5]. - This growth suggests that the previously feared "winter" for the industry may have ended, marking a phase of sustained recovery and development with significant growth momentum [5]. Group 2: Macroeconomic Significance - The recovery of the technology and internet sector is particularly meaningful from a macroeconomic perspective, reflecting improvements in the domestic consumer market and accelerated digital transformation of industries [7]. - Companies like JD.com and Alibaba serve as barometers for the health of China's real economy, with JD.com exceeding expectations in its financial report [7]. Group 3: Role of Artificial Intelligence - All companies that reported growth identified AI as a strategic priority, elevating its role beyond just a tool to a core infrastructure [8]. - Tencent integrated AI into its gaming, advertising, and social ecosystems, driving significant growth in its core business areas [8]. - Lenovo's AI PC penetration reached over 30% of its total PC shipments, with AI infrastructure revenue surging by 155%, indicating a strong market position in AI solutions [8][9]. Group 4: Linkage to the Real Economy - Major tech companies are increasingly leveraging their technological capabilities and platform resources to support the real economy [10]. - JD.com is enhancing traditional retail through its supply chain services, while Lenovo is optimizing manufacturing processes with AI solutions, demonstrating the impact of technology on traditional industries [10]. - Tencent is providing comprehensive services to small and medium-sized enterprises, facilitating their digital transformation through various AI applications [10][11].
找出那只“毒饭煲”
虎嗅APP· 2025-08-19 10:00
Core Viewpoint - The article highlights the safety hazards associated with low-priced rice cookers, revealing that only a small fraction of popular models pass safety tests, raising concerns about consumer health and product quality [2][5][9]. Group 1: Product Testing and Safety - A recent evaluation of 16 popular rice cookers found that only 5 passed all safety tests, resulting in a pass rate of less than 32% [5][9]. - The main issues identified were the excessive migration of harmful substances from plastic and metal components, particularly in low-priced models [5][10]. - The article emphasizes the importance of ensuring that harmful chemical substances and heavy metals remain within safe limits during cooking [5][6]. Group 2: Market Dynamics and Consumer Behavior - The rice cooker market is highly concentrated, with major brands like Midea, Supor, and Joyoung holding over 60% market share, while low-priced white-label products proliferate due to lower quality standards [9][10]. - Many consumers are misled by e-commerce platforms that prioritize low prices, resulting in a surge in sales of low-quality rice cookers [11][12]. - The article suggests that consumer choices are often influenced by misleading marketing tactics and algorithms that promote low-priced items without regard for quality [12][13]. Group 3: Industry Response and Quality Assurance - In response to the identified issues, JD.com has launched a quality assessment initiative called "Avoid雷情报局" to transparently present product testing results to consumers [5][14]. - JD.com has established a dedicated quality testing laboratory to ensure rigorous evaluation of kitchen appliances, including rice cookers, and to maintain high standards above industry norms [18][20]. - The initiative aims to empower consumers with reliable information, thereby enhancing their purchasing decisions and promoting quality consumption [20][23].
港股收评:恒指跌0.21%,芯片股下挫,东方甄选高台跳水近21%!
Ge Long Hui· 2025-08-19 08:47
8月19日,港股三大指数震荡收跌,恒生指数跌0.21%,国企指数跌0.3%,恒生科技指数跌0.67%,总体情绪相对平稳。 | 名称 | | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 恒生指数 | more with | 25122.90 | -53.95 | -0.21% | | 800000 | | | | | | 国企指数 | | 9006.23 | -27.45 | -0.30% | | 800100 | prochar | | | | | 恒生科技指数 | | 5542.03 | -37.15 | -0.67% | | 800700 | 225 Varilled | | | | 大型科技股普跌,网易、小米跌1.2%,美团、京东、阿里巴巴等飘绿;腾讯、快手小幅上涨。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 ^ | 年初至今涨跌幅 | 总市值 | | --- | --- | --- | --- | --- | --- | --- | | 09999 | 网易-S | 0 201.600 | -2.600 | -1.27% | 4 ...
京东拼拼:北京业务短暂协同华冠超市业务,暂无大兴、密云开店计划
Bei Jing Shang Bao· 2025-08-19 08:35
北京商报讯(记者何倩)8月19日,针对京东拼拼在房山开展业务一事,京东拼拼相关负责人向北京商 报记者表示,京东拼拼只是短暂协同华冠超市,配合其在房山业务开展,暂无大兴、密云等地的开店计 划。 上述负责人进一步解释称,京东拼拼在北京房山区域与华冠超市配合,所采取的价格策略是与华冠超市 保持一致的,靠自身供应链优势提供实惠优质商品。双方聚焦用户体验,旨在通过模式结合的尝试,给 到用户"又好又便宜"的体验。 针对门店招商要求,上述负责人称,京东拼拼本身有一套科学严谨、贴合自身战略的选店标准。 (文章来源:北京商报) ...
电商供应链的医药叙事:成本拆解、反向定制、服务穿透
晚点LatePost· 2025-08-19 07:49
Core Viewpoint - The article discusses how JD.com has been working for over a decade to penetrate the healthcare e-commerce market, which remains largely untapped compared to other consumer goods sectors. The focus is on the challenges and advancements in online pharmaceutical sales and the integration of healthcare services with e-commerce [2][3][4]. Summary by Sections Market Overview - From 2013 to 2022, the sales scale of physical pharmacies in China grew from 361.6 billion to 611.7 billion RMB, with a compound annual growth rate (CAGR) of 6.02%. In contrast, the market size of pharmaceutical e-commerce surged from 4.3 billion to 260.8 billion RMB, achieving a staggering CAGR of 57.8% [4]. - Despite the rapid growth of e-commerce, traditional pharmaceutical sales channels still dominate, indicating that the healthcare sector has not been fully penetrated by the internet [4]. Challenges in Pharmaceutical E-commerce - The complexity of compliance and supply chain management presents significant challenges for the e-commerce of pharmaceutical products. The regulatory environment is stringent, requiring extensive time for drug development and approval [5][6]. - The average time for a drug to go from development to market in China is over eight years, which includes two years of research, five years of clinical trials, and one year for approval [4][6]. JD.com's Strategy and Development - JD.com began its foray into the healthcare sector by selling health-related products and officially entered the pharmaceutical retail market in 2015 after obtaining the necessary licenses [6][7]. - The company has invested heavily in building a compliant supply chain, including specialized warehouses that meet Good Supply Practice (GSP) standards, ensuring the safe storage and delivery of pharmaceuticals [8][9]. Integration of Healthcare Services - JD.com has expanded its services beyond mere drug sales to include online health consultations and a comprehensive "medical + drug" service model, addressing the inefficiencies in traditional healthcare delivery [16][17]. - The establishment of an integrated service system allows patients to receive online consultations, lab tests, and home delivery of medications, thereby streamlining the healthcare process [18][19]. Innovations and Future Directions - The introduction of AI technologies, such as AI doctors and nutritionists, has significantly improved service efficiency and customer engagement, with AI-driven interactions showing higher conversion rates compared to human responses [29][30]. - JD.com aims to leverage its extensive user data to assist pharmaceutical companies in clinical trial patient recruitment, thereby enhancing the drug development process [24][25]. Financial Performance - In the first half of 2025, JD Health reported total revenue of 35.3 billion RMB, a year-on-year increase of 24.5%, with a significant portion of revenue coming from medical devices, nutritional supplements, and pharmaceutical sales [16].
京东外卖:全职骑手突破15万,全部缴纳五险一金,每人每月平均2000元
Xin Lang Ke Ji· 2025-08-19 07:48
新浪科技讯 8月19日下午消息,据京东黑板报消息,自今年3月1日以来,京东率先为外卖骑手缴纳五险 一金。截至目前,京东外卖全职骑手已突破15万人,公司为他们全部缴纳五险一金且承担所有费用,每 人每月平均缴纳约2000元。 对于全职骑手,京东坚持做到3个100%:100%签订劳动合同、100%交齐五险一金、100%正式员工福 利。京东外卖全职骑手们不仅能够享受五险一金的全面保障,还可享受法定福利假期、年假、家礼、体 检、带薪病假、爱心基金等员工福利,表现优秀的全职骑手还能得到晋升骑手副站长、站长的职业发展 机会。 京东呼吁:"全行业各平台一起,以实际举措推动骑手社保落地,只要骑手愿意和平台形成劳动关系, 平台就应该与骑手签署劳动合同、完整缴纳五险一金,而不是规避劳动关系认定,推卸本应承担的合规 责任。"(闫妍) 责任编辑:何俊熹 近日,将于9月1日开始施行的《最高人民法院关于审理劳动争议案件适用法律问题的解释(二)》,引 发广泛热议。解释明确规定:所有用人单位必须依法缴纳社保。无论双方协商还是劳动者单方承诺,任 何不缴社保的约定均为无效。 ...
黄阳华:适度竞争有利于破解外卖行业“积弊”
Zhong Guo Jing Ying Bao· 2025-08-19 07:40
2025年2月,京东进军外卖市场,打破了美团与饿了么的双寡头格局。随着几大平台竞争的加剧,半年 内外卖行业订单量大幅增长。这场被消费者视作"薅羊毛盛宴"的竞争背后,行业结构、商家生存状况、 骑手权益等问题也受到了更多关注。 "从外卖市场多年来存在的种种积弊来看,引入新的竞争至关重要。"中国人民大学应用经济学院副院长 黄阳华教授在《中国经营报》在线视频访谈栏目"零观科技"近期举办的主题为"呼吁良性竞争:外卖'卷 低价'不利于多方共赢"的节目中这样说道。不过他同时强调,仅靠补贴战,难以解决行业诸多根本性矛 盾。 自今年2月京东进入外卖市场后,经过半年的竞争,三家外卖平台已开始重视行业长期存在的问题。黄 阳华举例称,比如通过补贴不仅面向消费者,也覆盖商家,以维护商家经营的可持续性;同时,针对长 期存在的骑手权益问题,京东已与15万全职骑手签订劳动合同,为其缴纳五险一金,实现骑手以职工身 份逐步纳入社保体系,并通过设置底薪等方式加以改善收入。"这些举措表明,行业长期存在的问题已 通过竞争被触及并开始得到解决。由此可见,竞争对于行业发展具有重要意义。" 但黄阳华强调:"外卖补贴虽在一定程度上缓解了行业的部分问题,却难以 ...
京东服饰美妆七夕礼遇季正式开启 美妆、黄金珠宝、时尚腕表等官方立减12%
Zhong Jin Zai Xian· 2025-08-19 07:30
七夕将至,快为心仪的TA精选一份浪漫好礼吧。8月19日,京东服饰美妆七夕礼遇季全面开启,携手 YSL、PRADA、兰蔻、祖玛珑、天梭、周大生等国内外知名品牌,带来美妆、黄金珠宝、钟表眼镜、 奢品等时尚全品类好物。大家打开京东APP搜索"礼上加礼",即可享受买礼物加赠小王子永生花、官方 立减12%、品牌购物卡充1000得1314等多重优惠。 七夕如有备婚计划,不妨入手DR光芒铂金戒指,一生仅能为一人定制,光芒纯粹闪耀,恰好是纯粹爱 意的见证;颈链可选APM Monaco 杨紫同款六芒星项链,如流星划过颈间,为造型注入灵动美感,赠予 爱人尽显心意;还可选择潮宏基线条小狗黄金吊坠,可爱造型惹人喜爱,磁铁设计可随意组合,是情侣 送礼的不二之选。 箱包既是满含心意的赠礼,也是通勤出行时彰显品味的时尚单品。选购蔻驰女士单肩手提斜挎包,酒红 配色搭配复古老花,适配多种穿搭场景;MCM AREN 迷你水桶包以别致造型注入趣味与新颖,吸睛之 余更能凸显女性个性与品味;菲拉格慕高圆圆同款的女士手提包,经典黑色牛皮革外观简约大气,为整 体穿搭平添一份优雅气质。 8月26日19:00,京东服饰美妆还联合京东MALL,将携手网络爆火的 ...
最高法明确不缴社保约定无效,京东提出外卖全职骑手100%签劳动合同、
Zhong Jin Zai Xian· 2025-08-19 07:24
近日,将于9月1日开始施行的《最高人民法院关于审理劳动争议案件适用法律问题的解释(二)》,引发 广泛热议。解释明确规定:所有用人单位必须依法缴纳社保。无论双方协商还是劳动者单方承诺,任何 不缴社保的约定均为无效。 此举一出,对于包括外卖骑手在内的千万新就业群体而言,以往因用工关系复杂、就业灵活、流动性大 等问题造成的社保真空局面,或将改写。 早在今年3月,京东就宣布与全职骑手签署正式劳动合同,并落实五险一金的缴纳工作。京东近日公布 五险一金缴纳进展:超15万全职骑手的五险一金全部由京东承担,并且坚持全职骑手100%签订劳动合 同、100%交齐五险一金、100%正式员工福利。 除了让骑手们能够"老有所养、病有所医、伤有所赔、住有所居",作为正式职工,全职骑手还享有年 假、病假、爱心基金等员工福利,表现优秀的全职骑手拥有畅通的晋升渠道,子女高校毕业后还可以优 先享有实习、校招机会……这对曾经"有劳动无保障"的骑手群体来说,局面或已彻底改变。 许多全职骑手都不约而同地提到,正是因为有了正式劳动合同和五险一金的保障,送外卖也能成为一份 让人羡慕的"月入过万"的工作。 外卖行业面临社保合规大考,平台高质量发展需跨过成本 ...
体验“不遗憾的夏天”!高考“锦鲤”游学三亚
Chang Sha Wan Bao· 2025-08-19 06:46
长沙晚报掌上长沙8月19日讯(全媒体记者 范宏欢)近日,由三亚市旅游发展局联合京东全球购共同主办的"京东 免税节"线下活动在三亚举行。10名来自全国各地的高考"锦鲤"携家人开启4天3晚的沉浸式游学之旅,体验"旅游 +免税""旅游+研学"双重路径,感受自贸港夏日活力。 活动以"不遗憾的夏天"为主题,面向全国线上招募,通过三亚成渝及华中暑期营销系列活动筛选出10名高考生代 表。行程涵盖游艇冲浪、免税购物,并走进崖州湾科技城,深度参观深海科普馆、珊瑚研究所、三角梅科博园, 实现"游中学、学中玩"。 三亚市旅游发展局负责人表示,此次活动是文旅融合营销的新实践。借助京东平台优势,三亚打造"锦鲤高考生免 费游三亚"亮点,以创意抽奖与精准传播扩大城市声量,培育潜在消费力与人才储备。 京东集团公共业务副总裁黄畅介绍,京东免税已在海南开展离岛免税、跨境进口业务,并与中免海南、王府井海 南免税、海旅免税城等合作,汇聚全球品牌,为旅客提供高品质购物体验,释放国际旅游消费中心核心区信号。 未来,三亚将持续探索跨界合作,推动旅游消费场景多样化、年轻化,助力自贸港建设释放新势能。 8月15日上午,"青春有你 为梦加冕"主题沙龙在三亚举行 ...