消息面上，近日，快手本地生活在"团购"页面上线独立"外卖"入口。用户点击"外卖"进入页面下单，选 择"在线点单"后跳转至第三方小程序，由第三方提供人力配送。快手官方回应称，此举是"第三方合作 共建为主"的延续，集中推介优质餐饮商品，未来将覆盖更多品类。快手以"流量开放+第三方共建"模式 切入外卖赛道，战略重心转向为美团等合作伙伴导流变现。 8月12日早盘，港股三大指数集体低开。开盘后，恒生科技指数大幅震荡，一度跌超0.5%。A股同赛道 规模最大的恒生科技指数ETF（513180）跟随指数下行，持仓股中，比亚迪电子、京东健康、腾讯音乐 等涨幅居前，地平线机器人、快手、哔哩哔哩、金蝶国际等跌幅居前。 南向资金年内净流入超9000亿港元，主要流向人工智能和新消费等核心资产。AI、新消费这两大赛道 体现出新兴产业的发展趋势和一定的稀缺性，有望进一步吸引资金加码，助推港股行情持续向好。公开 信息显示，恒生科技指数ETF（513180）标的指数囊括30家港股科技龙头，软硬科技兼备，成分股深度 聚焦AI产业链的上中下游，其中阿里、腾讯、小米、美团、中芯国际、比亚迪等有望成为中国科技 股"七巨头"。没有港股通账户的投资者或可 ...

近期，快手在平台内上线独立"外卖"入口，采用"美团供应链+快手流量"的轻资产合作模式，标志 着快手在本地生活赛道的战略布局迈入新阶段。 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com AI技术的持续突破也为即时零售赛道注入新动能，叠加近期GPT-5发布等利好消息不断，AI板块热 度攀升，互联网大厂将持续获得资金青睐。布局互联网龙头企业的恒生互联网ETF（513330）有望受益 于AI技术赋能带来的行业红利。 每日经济新闻 随着更多平台扎堆入局外卖市场，差异化竞争策略已成为突破行业内卷的关键。快手依托"新线城 市+AI"的战略组合，借助可灵AI大模型的多模态交互能力，实现外卖商品视频自动生成、配送路径智 能优化等功能，正逐步构建起独特的竞争壁垒。 ...

Core Insights - The "Starfire Plan" on Kuaishou serves as an official monetization channel for creators, allowing them to earn revenue by linking tasks in their videos, which viewers can engage with [1][4][19] - The plan is appealing because it does not require a follower base, enabling even new accounts to participate and earn income [4][23] - The process of participating in the Starfire Plan is straightforward, with a variety of tasks available for creators to choose from [8][10] Summary by Sections Project Overview - The Starfire Plan allows creators to earn money by linking tasks in their videos, with revenue generated from viewer participation [1][4] - A personal success story highlights the potential earnings, with one creator reportedly earning over 7,000 yuan from a single viral video [1] Content Creation Process - Video content creation is described as simple, utilizing existing templates or basic graphic combinations [3] - The plan encourages creators to analyze popular content to understand what drives engagement and success [23] Task Details - The Starfire Plan offers a variety of tasks, including movie tickets and short dramas, providing creators with multiple options to monetize their content [10][16] - Revenue sharing is set at 10% based on user payments, with a clear structure for how earnings are calculated [16] Participation Guidelines - Creators must ensure that their video content is relevant to the promoted tasks and adhere to platform rules to avoid penalties [19][23] - The official nature of the Starfire Plan is emphasized, providing assurance to new participants regarding its legitimacy [23]

E-commerce Retail - JD.com announced a partnership with IKEA, launching the IKEA flagship store on JD.com with over 6,500 products across 168 categories, enhancing JD's home supply chain ecosystem and online presence for IKEA [1] - Taobao is set to launch a new membership system that integrates resources from Ele.me, Fliggy, and Hema, providing comprehensive services across shopping, food delivery, travel, and more, marking a strategic shift for Alibaba towards a broader consumer platform [2] - JD.com will open five discount supermarkets in Suqian, Jiangsu, and Zhuozhou, Hebei, focusing on direct sourcing and its private label, aiming to penetrate lower-tier markets [3] - Hema plans to open nearly 100 new stores within the fiscal year, expanding its presence to over 500 locations, while optimizing its store layout and operations to meet consumer demand for high-quality fresh products [4] Lifestyle Services - The Guizhou Provincial Market Supervision Administration has conducted talks with travel platforms including Ctrip, Tongcheng, Douyin, Meituan, and Fliggy, emphasizing the need for compliance with laws and regulations to maintain fair market practices [5] - Kuaishou has launched an independent "takeout" entry on its group purchase page, allowing users to order food through third-party mini-programs, which may enhance its position in the local lifestyle service market [6][7] Logistics and Supply Chain - SF Express and Tongcheng Travel have signed a strategic cooperation agreement to explore new logistics and tourism integration models, aiming to provide a comprehensive logistics solution for travel experiences [8] Innovation and Investment - Humanoid robot company Songyan Power has completed a multi-billion A++ round of financing, with plans to increase R&D investment and accelerate commercialization, having received orders for over 2,000 products this year [9] - JD.com led a new A round of financing for embodied intelligence company Pasini, indicating its strategic focus on the embodied intelligence sector [10] - The startup VITADynamic has completed an angel round of financing, which will support its product development and market promotion efforts in the consumer-grade embodied intelligence space [11]

Core Insights - The report highlights that the short drama market in China is entering a critical period of quality and efficiency improvement, with a market size projected to reach 50.4 billion yuan and a user base of 660 million by 2024, making it an essential part of mass entertainment consumption [1][8][15] - The user demographic is balanced across age groups, with users under and over 40 years old each accounting for approximately 50% of the audience, and the primary audience coming from third-tier cities and below, showcasing cultural penetration across generations and regions [1][8][15] Market Growth and User Engagement - The user base for short dramas is expected to grow significantly, with a half-year growth rate of 14.8% in 2024, and over 70% of users developing regular viewing habits, indicating high user engagement [1][2][15] - Daily viewing is reported at 36.19%, while 38.15% of users watch multiple times a week, reflecting strong user stickiness [1][2][18] Content Production and Trends - The supply side of short dramas is performing well, with over 53,000 new dramas uploaded by February 2025, and a 61-fold increase in authors contributing to IAP+IAA [2][11] - Urban themes dominate the content landscape, with romance remaining central and fantasy genres experiencing a growth rate of 325%. Original content accounts for 100%, with 378 dramas exceeding 100 million views, demonstrating robust content production capabilities [2][11] Commercial Value and Advertising Growth - The dual-driven model of IAP+IAA has shown significant results, with advertising consumption in Q4 2024 increasing by 300%, and peak advertising consumption during holidays, such as over 30 million yuan during the 2025 Spring Festival [2][11] - Many brands are entering the market through customized short dramas and product placements, with a growth rate of 365% in commercial cooperation projects, indicating deep integration of content and commerce [2][11] Technological Innovation and Future Directions - The industry is transitioning from extensive development to a focus on quality, with technological innovation as a core driver. Kuaishou is leading the "short drama + AI" initiative, utilizing its self-developed AI model, Keling AI, to enhance production efficiency and expand genre boundaries [1][2][8] - Future plans include increasing investment in AIGC (AI-Generated Content) and deepening cross-industry collaborations with film, gaming, and other sectors to promote a diversified and high-quality short drama ecosystem [2][11][56]

Core Insights - The article discusses the Kuaishou Spark Plan, a monetization project that allows creators to earn commissions by driving traffic to mini-programs through video content [1][4][25] - The project is designed to be accessible for newcomers, with no entry barriers, and has shown successful revenue generation for participants [6][4] Project Overview - The Kuaishou Spark Plan operates as a task distribution platform where creators select tasks from a pool and link corresponding mini-programs to their videos [4][6] - Successful video engagement leads to revenue sharing based on user actions such as downloads and payments [4][6] Operational Steps - Step 1: Access the task center by searching for "Spark Plan" in the Kuaishou app [7] - Step 2: Filter tasks based on personal expertise, with options including movie tickets, novels, short dramas, and games [9] - Step 3: Analyze benchmark cases by reviewing "reference videos" to understand platform preferences and improve success rates [16] - Step 4: Read the specific rules for each task to ensure compliance and maximize revenue potential [19] Revenue Potential - The article highlights examples of high earnings from various tasks, such as a maximum revenue of 115,933.08 yuan from a movie ticket promotion [11] - The revenue sharing model varies, with some tasks offering up to 80% commission [12] Best Practices - Continuous research on reference videos is recommended to identify trending content and enhance conversion rates [25] - Creators are advised to maintain a positive mindset and test the project personally to determine its suitability [25]

Core Viewpoint - Kuaishou has launched an independent "takeaway" entry in its local life service sector, marking a significant breakthrough in its local life strategy [1][6]. Group 1: Kuaishou's Takeaway Strategy - Kuaishou's second-quarter data shows that the number of paying users for local takeaway products increased by over three times quarter-on-quarter, indicating significant growth in performance scale [4]. - The independent takeaway entry is part of Kuaishou's ongoing exploration of the takeaway path since launching its group buying and home delivery service in June 2024 [6]. - Kuaishou's takeaway model utilizes a "Meituan supply chain + Kuaishou traffic" light-asset approach, where users generate vouchers that must be redeemed on the Meituan app or mini-program [6]. Group 2: Market Competition - The takeaway market is experiencing intense competition, with JD.com entering the market in February 2023, offering "100 billion subsidies" and achieving over 25 million daily orders during the "618" shopping festival [8]. - Alibaba's Ele.me integrated takeaway services into the Taobao app, launching a subsidy plan worth 50 billion yuan in July [8]. - Regulatory bodies have urged platforms to avoid "below-cost pricing," leading to commitments from Meituan, Ele.me, and JD.com to standardize promotional behaviors and resist malicious competition [8]. Group 3: Differentiated Competition Trends - In response to regulatory guidance, competition is shifting from price wars to ecosystem building, with differentiated competition becoming a new trend [10]. - JD.com launched the "Qixian Kitchen" initiative, investing 1 billion yuan to recruit partners for 1,000 signature dishes, aiming to replicate 10,000 kitchens nationwide over three years [10]. - Meituan is strengthening its "moat" by supporting small and medium-sized merchants and planning to build 1,200 "Raccoon Canteen" locations nationwide over the next three years [11].

Core Viewpoint - Kuaishou has launched an independent "takeout" entry on its "group purchase" page, expanding its local life services to include food delivery options from various popular brands [1] Group 1: New Features and Offerings - The new "takeout" entry allows users to access a page called "Takeout Worry-Free Purchase," featuring categories such as hamburgers, pizzas, coffee, and fast food [1] - The products are categorized into "available for takeout and dine-in" and "takeout only," with most "takeout only" items sourced from Meituan [1] Group 2: Collaboration and Business Model - Kuaishou's takeout offerings are primarily based on third-party collaborations, focusing on promoting quality dining products [1] - The company plans to expand its offerings to include more merchants and product categories in the future [1] Group 3: Performance Metrics - In the second quarter of this year, the number of paying users for Kuaishou's local takeout products increased by over 300% compared to the previous quarter [1]

Core Insights - Kuaishou has launched an independent "takeout" entry on its group buying page, indicating its entry into the competitive food delivery market [1][3] - The takeout products primarily feature vouchers from Meituan, with some requiring orders to be placed in live streaming sessions [3][7] - Kuaishou's takeout business has seen a significant increase, with the number of paying users for local takeout products growing over three times quarter-on-quarter in Q2 [7] Group 1: Kuaishou's Strategy - Kuaishou's takeout offerings are mainly based on third-party collaborations, focusing on promoting quality dining products, with plans to expand the range of merchants and categories [7] - The acceleration of Kuaishou's takeout business aligns with its "New Tier Cities + AI" strategy, emphasizing the use of AI technology to reconstruct local service chains [8] - Industry experts suggest that Kuaishou needs to overcome challenges related to delivery speed, merchant availability, and user habits to succeed in the takeout market [8] Group 2: Competitive Landscape - Other major players in the food delivery sector, such as Douyin, are also enhancing their services, with Douyin upgrading its group buying delivery to "随心团" [8][9] - The food delivery industry is experiencing intense competition, with major platforms like Meituan, Taobao, Ele.me, and JD launching high-value subsidies to attract consumers and merchants [11] - Recent regulatory actions have prompted major platforms to call for more rational competition and to avoid disorderly promotional behaviors [11]

Core Insights - Kuaishou has launched an independent "takeout" entry on its group buying page, indicating its entry into the competitive food delivery market [2] - The takeout channel primarily features product vouchers from Meituan, with some products requiring orders to be placed in live streams, where merchants provide delivery services [2][10] Group 1: Kuaishou's Takeout Strategy - Kuaishou's takeout offerings are mainly based on third-party collaborations, focusing on promoting quality dining products, with plans to expand the range of merchants and categories in the future [10] - In Q2 of this year, the number of paying users for Kuaishou's local takeout products increased by over 300% compared to the previous quarter [10] - Kuaishou's strategy aligns with its 2025 vision of leveraging "new tier cities + AI" to reconstruct local service chains [10] Group 2: Industry Competition - Industry experts suggest that for Kuaishou to succeed in the takeout market, it needs to quickly implement a mixed model of "third-party + self-operated" delivery and shift user perception from "entertainment traffic" to "instant consumption" [11] - Other major players in the food delivery sector, such as Douyin, are also enhancing their services, with Douyin upgrading its group buying delivery to "随心团" [11] - The food delivery industry is experiencing intense competition, with major platforms like Meituan and Ele.me engaging in aggressive promotional activities, leading to calls for more rational competition practices [12]