格隆汇10月30日｜恒生指数上涨1%至6,154.45点。科网股回暖，美团涨超5%，小鹏汽车、蔚来涨超3%，腾讯、京东、阿里巴巴涨超2%。 【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 ...

Core Insights - Snapmaker's affiliated company, Shenzhen Kuizao Technology Co., Ltd., has undergone a business change, adding new shareholders including Meituan's Hanhai Information Technology (Shanghai) Co., Ltd. and Chengdu Longzhu Equity Investment Fund Partnership (Limited Partnership) [1] - The registered capital of Shenzhen Kuizao Technology has increased from approximately 7.045 million RMB to about 8.149 million RMB [1] - Established in August 2016, the company is involved in the research, development, sales, and technical consulting of various products including robots, automation equipment, and desktop multifunctional 3D printers [1]

Core Viewpoint - Meituan announced the issuance of various senior notes totaling approximately $1.9937 billion and RMB 7.08 billion, primarily aimed at refinancing existing offshore debt and for general corporate purposes [1] Group 1: Issuance Details - The company plans to issue $600 million of 4.500% senior notes due in 2031 [1] - An additional $600 million of 4.750% senior notes due in 2032 will also be issued [1] - The issuance includes $800 million of 5.125% senior notes due in 2035 [1] - In RMB, the company will issue 2.08 billion yuan of 2.55% senior notes due in 2030 [1] - Furthermore, 5 billion yuan of 3.10% senior notes due in 2035 will be issued [1] Group 2: Financial Implications - The total gross proceeds from the dollar notes issuance will be approximately $1.9937 billion before deducting underwriting commissions and estimated offering expenses [1] - The net proceeds from the RMB notes issuance will amount to approximately 7.08 billion yuan [1]

Group 1 - Meituan Flash Delivery announced a collaboration with over ten thousand brands to establish "Official Flag Lightning Warehouses," enabling brands to set up official flagship stores with low-cost entry into instant retail [1] - The rapid growth of instant retail highlights the urgent need for innovation in physical retail operations, prompting industry-wide discussions on how instant retail can assist brands in innovating their operational strategies [1] Group 2 - Seven Fresh Kitchen publicly disclosed its list of food suppliers, covering all major categories including vegetables, meat, grains, oils, and seasonings [2] - The initiative promotes supply chain transparency, complemented by a 24-hour live kitchen broadcast allowing consumers to monitor the cooking process via the JD Takeout app [2] - This three-tiered assurance system emphasizes food safety, moving from ingredient transparency to kitchen transparency and finally to cooking transparency, ensuring consumer confidence [2] Group 3 - CP AXTRA, a retail company under Thailand's Charoen Pokphand Group, announced a strategic partnership with Cainiao to develop advanced digital solutions for smart retail technology in Thailand and Southeast Asia [3] - The collaboration aims to adapt innovations from China's e-commerce ecosystem to meet the unique demands of the Thai and ASEAN markets [3]

Group 1 - Meituan Flash Purchase announced a collaboration with over ten thousand brands to establish "Official Flagship Lightning Warehouses," enabling brands to set up official flagship stores with low-cost entry into instant retail [1] - The rapid growth of instant retail highlights the urgent need for innovation in physical retail operations, prompting industry-wide discussions on how instant retail can assist brands in innovating their operational strategies [1] Group 2 - Seven Fresh Kitchen publicly disclosed its list of food suppliers, covering all major categories including vegetables, meat, grains, oils, and seasonings [2] - The initiative promotes supply chain transparency through a 24-hour live kitchen broadcast, allowing consumers to monitor the cooking process via the JD Takeout app [2] - The three-tiered assurance system of "ingredient transparency," "kitchen transparency," and "cooking transparency" aims to ensure consumer confidence in food safety [2] Group 3 - CP AXTRA, a retail company under Charoen Pokphand Group, announced a strategic partnership with Cainiao to develop advanced digital solutions for smart retail technology in Thailand and Southeast Asia [3] - This collaboration draws on China's e-commerce ecosystem, adapting innovative solutions to meet the unique demands of the Thai and ASEAN markets [3]

Core Viewpoint - The article emphasizes the importance of combining an effective market with a proactive government, reflecting a deepened understanding of the socialist market economy in China [2]. Group 1: Market Dynamics - The platform economy relies on the innovative vitality and endogenous motivation of business entities to precisely match supply and demand, leading to transformative changes in production and lifestyle [2]. - Industry participants, exemplified by the small elephant supermarket, enhance supply chain digitalization and quality-price ratio to effectively meet consumer demands for "fresh and fast" products [2]. Group 2: Company Strategy - As a technology retail enterprise, Meituan aims to continuously promote digital upgrades in both service retail and commodity retail, driving new supply through new demand and creating new demand through new supply [2]. - Meituan is committed to fostering new business formats through technological innovation, contributing to the construction of a unified domestic market and expanding high-level opening-up [2]. Group 3: Industry Outlook - The vast scale of China's market nurtures technology, experience, and models that can deeply participate in industrial cooperation and division of labor in broader markets [2]. - The article highlights the collective efforts of private enterprises to strive for new opportunities and breakthroughs in the context of the "14th Five-Year Plan" [2].

Core Insights - The competition among e-commerce giants is intensifying in the instant retail sector, particularly during the "Double 11" shopping festival, with Meituan Shanguo launching the "Brand Official Flagship Lightning Warehouse" initiative to support brands in entering the instant retail market [2][4] Group 1: Meituan's Strategy - Meituan Shanguo plans to collaborate with over ten thousand brands to establish "Brand Official Flagship Lightning Warehouses," allowing brands to set up official flagship stores on the platform with support for warehousing, distribution, and digital systems [2][3] - The initiative aims to provide brands with a low-cost entry into instant retail, enabling a shopping experience where products can be delivered within 30 minutes [3][5] - As of October, over a hundred brands, including Sony PlayStation and L'Oreal, have already joined the "Brand Official Flagship Lightning Warehouse" program, which has been piloted in major cities like Beijing and Shanghai [3][5] Group 2: Competitors' Responses - Competitors like Taobao and JD.com are also ramping up their efforts in instant retail, with Taobao launching "Taobao Flash Purchase" and offering aggressive subsidies to attract customers [4][5] - JD.com reported a significant increase in user transactions for 3C digital products through its "JD Seconds" service, with a year-on-year growth of 350% during the "Double 11" period [4][5] - The collective actions of these e-commerce giants indicate a shift in the industry, where instant retail is becoming a core battleground rather than a supplementary channel [5][6] Group 3: Industry Trends - Deloitte's report suggests that traditional offline retail growth in China will lag behind expectations, while instant retail and other new business models will continue to grow rapidly [5] - The instant retail market is projected to have a growth potential in the trillion-yuan range, driven by the integration of offline merchant resources and short-distance delivery networks [5][6] - Analysts highlight that Meituan has established a competitive edge in instant retail, but traditional platforms like JD and Alibaba are accelerating their resource investments to compete effectively in this space [5][6]

北京商报讯（记者 张天元）10月29日，美团闪购宣布将联合上万个品牌建设"品牌官旗闪电仓"。品牌 可通过入驻"官旗闪电仓"在美团闪购开设官方旗舰店，美团闪购将为品牌搭建仓储、配送、数字化系统 等即时零售"基建"，助力各类品牌轻资产、低成本"拎包入驻"即时零售，开拓经营新主场。今年"双 11"大促期间，上述数百家新品牌也将借助美团"品牌官旗闪电仓"，首次以新模式在线下线上双渠道参 与"双11"。 今年以来，零售业持续发生变化。一方面，传统零售品牌的门店受限于高昂的房租人力等成本，逐渐 从"销售渠道"转变为"体验展示中心"，品牌持续加强线上布局。另一方面，不少电商品牌也开始探索即 时零售新模式，力图打开新的销售通路。美团闪购推出"品牌官旗闪电仓"，旨在帮助各类品牌充分探索 闪电仓业态的增长潜力。美团闪购方面表示，经过前期试点探索，"品牌官旗闪电仓"未来预计将拓展至 上万个品牌，覆盖3C、美妆、运动、服饰、母婴、宠物、百货等各个品类。 北京商报记者了解到，"品牌官旗闪电仓"已经在各地低调试点数月。从美团闪购页面看，10月份以来， 已有索尼PlayStation、珀莱雅、JBL、自然堂、薇诺娜、全棉时代、罗技、金士顿 ...

每经评论员 胥帅 10月27日晚间，美团宣布，即日起美团骑手养老保险补贴将正式覆盖全国，向全部骑手开放。11月开 始，骑手可根据自身需求，选择在户籍地或工作所在地缴纳。 美团为骑手缴纳社保的补贴政策，最早可追溯至今年4月，最初在福建泉州和江苏南通两个城市进行试 点。如今，这一政策已覆盖全国范围，从试点到全国推广仅用了半年时间，推进速度之快令人瞩目。 这一速度的提升，正是平台经济市场竞争加剧与社会对平台公司承担更多责任呼声的共同结果。自今年 2月起，京东等平台企业宣布将为旗下全职或稳定兼职的外卖骑手缴纳社会保险，该举措无疑彰显了平 台企业对社会责任的重视和对员工福利的关怀。 美团在两个试点区域总计覆盖超过2.2万名外卖骑手。根据美团研究院数据，2023年745万通过接单获得 收入的骑手中，高频接单骑手（全年接单在260天以上）占总人数的11%，大约81.95万人。如果按照上 述标准，仅覆盖这部分骑手，企业每年就将增加近80亿元的支出，这或许将直接"吃掉"同等数量的利 润。对于企业而言，这是一个巨大的挑战。 第二个考题，如何照顾到低频骑手？ 试点方案显示，"无前置资格限制、无参保地点限制、无时长单量限制、无跑单类 ...

这一速度的提升，正是平台经济市场竞争加剧与社会对平台公司承担更多责任呼声的共同结果。自今年 2月起，京东等平台企业宣布将为旗下全职或稳定兼职的外卖骑手缴纳社会保险，该举措无疑彰显了平 台企业对社会责任的重视和对员工福利的关怀。 如今，美团吸纳了骑手们提出的上万条建议，从试点城市推广到全国，从高频骑手拓展到兼职骑手，最 大程度面向全国全行业各类骑手开放，预计覆盖人群高达数百万人。美团此举释放了足够多的诚意，其 重要意义在于为社会探索灵活用工模式的社保体系。 美团模式是"骑手自愿参保+平台补贴"，企业非强制缴费让用工成本开支变得更灵活，鼓励骑手主动参 保。这意味着，全局方案的细节会比试点方案更为复杂。 诚意之后，该模式还面临多个全新考题。 第一个考题，全国补贴标准如何制定？ 根据试点方案，对当月收入达到就业地相关缴费基数下限，且近6个月有3个月满足该条件的骑手，美团 以相关缴费基数为基准，补贴50%的费用。 每经评论员胥帅 10月27日晚间，美团宣布，即日起美团骑手养老保险补贴将正式覆盖全国，向全部骑手开放。11月开 始，骑手可根据自身需求，选择在户籍地或工作所在地缴纳。 美团为骑手缴纳社保的补贴政策，最早可追溯 ...