财报显示，叮咚买菜2025年Q2营收达59.8亿元，同比增长6.7%；GMV为65亿元，同比增长4.5%；订单 总数同比增长5.5%。公司实现净利润1亿元，同比增长59.7%，连续第六个季度盈利。Non-GAAP标准下 净利润为1.3亿元，同比增长23.9%，连续11个季度实现Non-GAAP盈利。 智通财经APP获悉，周五，叮咚买菜(DDL.US)盘前涨逾4%，报2.84美元。有市场传闻称，叮咚买菜要 被京东收购。对此，双方未予置评。据悉，京东近年来在发力线下零售市场，自营超市京东七鲜开启了 快速扩城。12 月19日，京东七鲜石家庄首店开业，24 小时菜、7 日鲜蛋成为抢手产品，涵盖蔬菜水 果、肉禽蛋品、饮料酒水、休闲食品、烘焙、水产、家居日用等多品类。 ...

新浪科技讯 12月26日下午消息，今日，有市场传闻称，"叮咚买菜要被京东收购。" 对此，新浪科技分别向京东、叮咚买菜双方进行求证，截至发稿双方未予置评。 责任编辑：刘万里 SF014 新浪科技讯 12月26日下午消息，今日，有市场传闻称，"叮咚买菜要被京东收购。" 对此，新浪科技分别向京东、叮咚买菜双方进行求证，截至发稿双方未予置评。 责任编辑：刘万里 SF014 ...

Core Viewpoint - The article discusses the challenges and evolving consumer demands in the seafood industry, emphasizing the need for safety and quality assurance in the supply chain, particularly in the context of the growing consumer base in Guangdong, China [4][6][25]. Group 1: Industry Challenges - The seafood supply chain is characterized by complexity and opacity, leading to consumer doubts about safety and quality [3][6]. - Traditional measures of fish value have shifted from freshness to safety, reflecting deeper consumer anxieties [4][6]. - The seafood sector is seen as the most difficult to standardize within the retail system, often avoided due to its inherent challenges [7][9]. Group 2: Retail Innovations - Dingdong Maicai has implemented a "True Safe Fish" system, focusing on safety management from the source and throughout the supply chain [11][20]. - The company has established direct supply relationships with high-standard farms, utilizing advanced farming techniques to minimize risks [13][14]. - The introduction of the "Bay Area Certification" aims to ensure that seafood meets stringent quality standards across Guangdong, Hong Kong, and Macau [16][18]. Group 3: Consumer Engagement - The platform has recognized that consumer concerns include not only safety but also the convenience of processing seafood, leading to the launch of professional processing services [21][23]. - Over 70% of users expressed a desire for processing services, indicating a significant market demand for convenience in seafood preparation [23][25]. - The combination of safety assurance, certification, and processing services marks a transition in seafood consumption from basic availability to a focus on safety, quality, and ease of use [24][27].

在叮咚买菜平台，家庭用户超过了八成，有54%的用户在平台上购买过淡水鱼，十分看重鱼的质量和安 全。但现实问题是，由于上游养殖粗放，水产品类受药残、重金属、抗生素污染等问题反复出现，很多 家庭在选鱼上无从下手。 行业真空地带让叮咚买菜看到了机会。近日，在浙江德清共富数字渔仓，叮咚买菜与养殖基地庆渔堂、 中国质量认证中心展开合作，三方推动吊水鱼动态评价标准研制。同时，叮咚买菜构建"真安心鱼"体 系，正式宣战水产品安全顽疾。 吊水净化"安心鱼" 对于消费者来说，要想吃到一条"安心鱼"，点入叮咚买菜的"真安心鱼专区"即可选购。商品认证标识、 产地与检测信息清晰可见。若是商品带有"真安心鱼"标识，意味着其在完成源头认证或达到国家相关标 准的基础上，经过了更严格的内部审核与多层级检测要求。 看似消费者简单的决策步骤，背后是叮咚买菜反推上游，与养殖基地等多方深度实践的结果——构建一 套"养殖—检测—认证—销售"一体化、数字化、可追溯的高品质水产品供应链体系。 众所周知，水产是生鲜行业复杂且难监管的高危品类，不仅品种多、习性复杂，对养殖水体、管理密 度、暂养条件和检测频次都有极高要求。 鱼，是中国家庭餐桌上一道少不了的硬菜。 ...

Core Insights - Dingtalk Maicai has initiated a strategic partnership with Qingyutang and the China Quality Certification Center to develop a dynamic evaluation system for suspended fish, aiming to standardize operations and enhance aquaculture quality [2][3] - The collaboration will integrate resources to create a digital, traceable supply chain for high-quality aquatic products, covering the entire process from breeding to sales [2] - Dingtalk Maicai's "True Safe Fish" system, launched in November, aims to establish a verifiable safety framework for the high-risk seafood sector, promoting proactive management of food safety [3] Group 1 - The partnership will leverage Qingyutang's digital fishery system to build a dedicated breeding base for suspended fish, while the China Quality Certification Center will provide comprehensive digital inspection and certification services [2] - Dingtalk Maicai has previously invested in Qingyutang and introduced a purification system for suspended fish, utilizing a four-in-one digital fishery model for real-time monitoring of water quality and environmental conditions [2] - The company aims to reduce reliance on medications through the use of RAS recirculating aquaculture systems and IoT sensors [2] Group 2 - The exploration of this model revealed a lack of standards for tracking and dynamically assessing the quality of suspended fish, which is a key reason for the collaboration [3] - The "True Safe Fish" system's core objective is to ensure that seafood safety can be managed, verified, and trusted throughout the supply chain [3] - Since the launch of the "True Safe Fish" section, the monthly sales of products in this category have increased by over 50% [3]

Group 1: JD and Dingdong Maicai Developments - JD's first Seven Fresh store in Shijiazhuang opened on December 19, featuring 24-hour fresh produce and a "1+N" delivery model, boosting local consumption [1] - Dingdong Maicai launched a dynamic evaluation standard for fish products in collaboration with Qingyu Hall and the China Quality Certification Center, leading to a 50% increase in sales in the first month of its "True Safe Fish" initiative [3] Group 2: Logistics and Retail Innovations - JD Logistics introduced a comprehensive logistics service for duty-free products in Hainan, supporting the high-quality development of the Hainan Free Trade Port with seven operational warehouses [5] - Anta officially joined Taobao Flash Sale, enabling rapid delivery of sports equipment from over 1,000 stores across major cities [8] Group 3: Corporate Governance and Strategic Focus - Pinduoduo announced a new governance structure with Zhao Jiazhen appointed as co-chairman, focusing on the Chinese supply chain as a core business strategy [7] - 1688 signed a partnership agreement with the China Council for the Promotion of International Trade to enhance cross-border supply chain capabilities for small and medium-sized enterprises [10] Group 4: Market Trends and Performance - Domestic TV brands are increasingly utilizing AliExpress for international sales, with a 300% year-on-year increase in sales on the platform [12] - Nike reported a revenue of $12.4 billion for Q2 of fiscal year 2026, with a 20% growth in its running segment and a 3% decrease in inventory [15] Group 5: Expansion and Sustainability Initiatives - McDonald's China surpassed 7,500 stores and will begin using bio-based packaging, aiming to reduce petroleum-based plastic usage by approximately 5,800 tons annually [17] - AEON confirmed the opening of three new supermarkets in Wuhan in Q1 2026, continuing its strategy of enhancing customer experience amid declining foot traffic [18] Group 6: International Expansion of Food Brands - Yuanji Cloud Dumplings opened its first store in Thailand, marking its commitment to local market integration [18] - Baoshifu announced the upcoming opening of its first North American store in New York City, following its successful entry into Singapore earlier this year [19] Group 7: Corporate Changes and Legal Developments - Budweiser Asia appointed a new CFO, Bernardo Novick, effective April 1, 2026, following Ignacio Lares' 18-year tenure [20] - Chongqing Beer is in discussions to settle a long-standing legal dispute with Jiawei Beer, potentially resolving an 18-year conflict involving a claim of 353 million yuan [20]

据了解，在浙江德清共富数字渔仓，叮咚买菜已与养殖基地庆渔堂、中国质量认证中心展开合作，三方 将推动吊水鱼动态评价标准研制，构建"养殖—检测—认证—销售"一体化、数字化、可追溯的水产品供 应链体系。 北京商报讯（记者 何倩）12月19日，北京商报记者获悉，叮咚买菜已推出"真安心鱼"体系及销售专 区，专区上线首月销售额环比增长超50%。为了解决用户痛点，叮咚买菜也上线了水产品精加工服务， 涵盖黑鱼、鲈鱼、草鱼、鮰鱼等多款主流水产品类，提供开背、切段、切片、去鳞、去内脏等多样化加 工选项。 ...

Core Viewpoint - Dingdong Maicai has launched a dynamic evaluation standard project for "吊水鱼" (suspended fish) in collaboration with breeding base Qingyutang and the China Quality Certification Center, aiming to establish a high-quality, traceable seafood supply chain system. The sales of products in the "真安心鱼体系" (True Assurance Fish System) have increased by over 50% month-on-month since its launch [1]. Group 1 - The "真安心鱼体系" aims to ensure seafood safety through a comprehensive management and verification process across the supply chain [2]. - The system includes a "百日0检出" (zero non-compliance in 100 days) standard, requiring all sampled products to maintain zero non-compliance results within a 100-day period [2]. - A full-chain safety net detection system is in place, where any slight anomalies will lead to immediate removal of products from sale and initiation of a re-inspection process [2]. Group 2 - The key technology being promoted is the吊水净化体系 (suspended water purification system), which aims to standardize the breeding process from experience-based to standardized farming [3]. - The collaboration with Qingyutang and the China Quality Certification Center will help build a digital and traceable seafood supply chain [3]. - The initiative is expected to enhance the quality of suspended fish while promoting the standardization of aquaculture techniques [3]. Group 3 - Consumer research indicates a significant anxiety regarding seafood safety, with 62% of consumers concerned about quality stability and freshness, and 61% worried about pesticide and heavy metal residues [4]. - Over 90% of Chinese consumers are willing to pay a premium for certified seafood, with more than 15% willing to pay 10% or more above the regular price [4]. - Currently, only about 500,000 tons of the 60-80 million tons of total aquaculture production in China have received BAP certification, highlighting a gap in the market for certified products [4]. Group 4 - Dingdong Maicai's strategy focuses on developing differentiated, high-quality products to create new competitive barriers in an increasingly homogenized fresh e-commerce market [4]. - The "真安心鱼" category's pricing will follow market rules, with expectations that as recognition and sales grow, costs will become more controllable [4]. - This initiative represents a deeper push in the company's overall product strength strategy, shifting competition from price to value [4].

Group 1: Company Announcements - Multiple A-share listed companies disclosed shareholding changes on December 18, with Dazhong Mining, Sichuan Road and Bridge, and Tibet Pharmaceutical announcing share increases [1][8] - Companies including Lidasin, WuXi AppTec, Feilong Co., Ruichen Environmental Protection, Lihu Lake Co., Junshi Biosciences, Yidong Electronics, Huahai Chengke, Boshuo Technology, Allianz Ruishi, and Dazhong Mining reported share reductions [1][8] Group 2: Macroeconomic and Market Analysis - Russian Foreign Ministry spokesperson Zakharova stated that the launch of the Hainan Free Trade Port is an innovative move that will lay the foundation for Hainan's successful development and expand business opportunities for both domestic and foreign individuals [2][9] - The establishment of the Hainan Free Trade Port and other pilot free trade zones is seen as an effective measure to promote foreign trade, improve trade structure, and achieve trade diversification [2][9] Group 3: Market Performance and Related Assets - U.S. stock indices closed higher on Thursday, with the Dow Jones up 0.14%, Nasdaq up 1.38%, and S&P 500 up 0.79% [3][10] - Notable performances in tech stocks included Amazon and Meta rising over 2%, while Tesla increased by over 3% [3][10] - The Nasdaq Golden Dragon China Index rose over 1%, with significant gains in stocks such as Canadian Solar up 6.07% and Zai Lab up 4.56% [3][10] Group 4: Commodity and Price Forecasts - Goldman Sachs predicts that by 2026, the average price of Brent crude oil and West Texas Intermediate crude oil will drop to $56 and $52 per barrel, respectively, and iron ore prices will decline by 15% to $88 per ton [3][10] - The firm maintains a forecast for copper prices to reach $15,000 by 2035 and recommends a long position in copper and a short position in aluminum [3][10] Group 5: Institutional Views and Market Analysis - Goldman Sachs holds an optimistic view on gold prices, predicting a 14% increase to $4,900 per ounce by December 2026, with potential upside risks to this forecast [4][11] Group 6: Funding and Liquidity Trends - Following the recent interest rate cuts by the Federal Reserve, several banks, including Jiangsu Bank and HSBC (China), have lowered their U.S. dollar deposit product rates [5][12] - Jiangsu Bank reported a decrease of 0.05 percentage points in its latest U.S. dollar deposit rates for 3-month, 6-month, and 1-year terms, which were previously 4.45%, 4.35%, and 4.25% respectively [5][12] Group 7: Regulatory Dynamics and Company Risk Events - European Central Bank officials indicated that the interest rate reduction cycle is likely over, with deposit rates expected to remain at 2% unless significant shocks occur [6][13] - ECB President Lagarde emphasized the uncertainty in the current economic environment, stating that no guidance could be provided and all options should be retained [6][13]

叮咚买菜(DDL.US)美股盘前继续涨6%，昨日该股大涨超23%，月内累计升幅近65%。消息上，生鲜即时零售代表企业叮咚买菜近期在推出"真安心鱼"体 系之后，如今又有了新动作。叮咚买菜此前宣布在全国业务范围内率先上线水产品精加工服务，涵盖黑鱼、鲈鱼、草鱼、鮰鱼等多款主流水产品类，提 供开背、切段、切片、去鳞、去内脏等多样化加工选项，打造"下单即选加工方式，配送到家可直接烹饪"的一站式解决方案。水产品消费痛点驱动，叮 咚买菜解锁线上精加工服务。 | | 2.850 | 前复収 ２Ｇで DDL 叮咚买菜 | | | | | --- | --- | --- | --- | --- | --- | | | | 2.820 | 2.820 + +0.540 +23.68% | | 收盘价 12/17 15:59 美东 | | | | 2.615 | 2.990 ↑ 0.170 +6.03% | | 盘前价 12/18 04:31 美东 | | | | 2.374 | 三 % 24 华 8 9 目 ♥自选 | | ● 快捷交易 | | | | 1.891 | | | | | | | 2.132 | 最高价 2.850 开 ...