Group 1 - The Guangdong Provincial Department of Commerce launched the "Guangdong Food Map" to promote the "Food in Guangdong" brand as part of the "Enjoy Winter, Travel Guangdong" consumption season initiative [2] - The first batch features nearly 300 landmark specialty dishes from 21 cities in Guangdong, showcasing major culinary styles such as Cantonese, Chaozhou, and Hakka cuisine [2] - The food map is available on Alipay and Meituan platforms, providing stories behind each dish, highlighting the history, ingredients, and craftsmanship of Guangdong cuisine [2] Group 2 - From November to March, the "Enjoy Winter, Travel Guangdong" consumption season will distribute dining coupons across over 3,300 restaurants in Guangdong, with significant discounts available [3] - The Guangdong Provincial Department of Commerce plans to introduce the "Yuewei 21" city dining brand IP matrix, 30 specialty food gathering areas, and 30 "city walk" food exploration routes to enhance local culinary experiences [4]

划重点：包含众包骑⼿。 此前，大部分外卖平台提到为骑手提供社保，这里的骑手，说的主要是全职骑手，也就是和平台签了劳 动合同的骑手。 最近，美团放了个大招。 10月27日，美团率先宣布，为包括众包骑⼿在内的所有骑⼿，提供社保补贴。 按照行业平均水准，所有外卖骑手中，全职骑手或者说高频骑手，比例在10%左右。 你甚至可以理解为，这些骑手在实质上，就是大厂自己的员工。 01 给自己员工上社保，这个属于基础操作了。 像美团，早在今年二月，外卖大战打响之前，就宣布为全国范围内的全职，还有稳定兼职骑手缴纳社保 了。 但是过了不到一年，就扩大社保范围，给为包括众包骑⼿在内的所有骑⼿提供社保补贴，这件事还是有 点过于超前了。 我看了下详细的方案，大概是无论全职还是兼职，不管是长期稳定跑单，还是过渡兼职的骑手，只要你 当月在美团平台获得的收入达到就业相关缴费基数下限，而且最近六个月中有三个月满足这个条件，美 团就以这个缴费基数为基准，补贴50%的费用，给你打上社保这个补丁。 那么，按照这个政策，美团要花多少钱呢？ 这个其实可以根据现有数据估算出来的。 美团披露过，今年上半年，全国高频骑手月收入，在三四线城市平均是6949元，一 ...

Core Insights - Emerging markets are becoming a significant growth driver for the medical beauty industry, leading to a more balanced industry structure [1] - Meituan Medical Beauty launched the "Navigator Plan" in 2025 to support high-quality medical beauty institutions in emerging markets, aiming to provide consumers with quality and reliable medical beauty services [1] Group 1: Industry Trends - The Meituan Medical Beauty summit in Hangzhou featured local institutions discussing the development of the medical beauty sector [1] - EG Tongyan Medical Beauty, a local institution, has served 12,338 clients in 566 days since joining the "Trustworthy Beauty" initiative, highlighting the importance of consumer trust in the industry [1] - The average daily traffic for Hangzhou's medical beauty market is projected to grow over 4% by October 2025, with an average transaction value exceeding 1,000 yuan, reflecting significant market potential [2] Group 2: Consumer Demographics - Women constitute 85% of the medical beauty clientele in Hangzhou, with individuals aged 20-35 making up over 66%, indicating that young women are the primary market segment [2] - Popular treatments among consumers include photon rejuvenation, injection shaping, hyaluronic acid wrinkle removal, and water light needles [2] Group 3: Strategic Collaborations - Meituan Medical Beauty signed a strategic cooperation agreement with Yazheng Institute, with 35 medical beauty institutions expected to join the Meituan platform this month [2] - The "Navigator Plan" will be expanded to more emerging cities, aiming to connect local quality medical beauty institutions with Meituan's service capabilities [2]

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Core Viewpoint - Morgan Stanley believes that the Chinese food delivery market is at a critical turning point, with overall order volume declining due to reduced subsidies and seasonal factors [1][2]. Group 1: Market Trends - The total daily order volume in the food delivery market has decreased from 151 million in September to a projected 141 million in November [2]. - The market share of Meituan has dropped to 50% (approximately 71 million daily orders), while Alibaba holds 42% (about 59 million daily orders), and JD.com has 8% (around 11 million daily orders) [2]. Group 2: Profitability Outlook - Meituan's average loss per order has improved from 1.8 yuan in September to an expected 1.2 yuan in November, while Alibaba's loss per order is projected to be 3.0 yuan in November, and JD.com's is even higher at 4.8 yuan [4]. - Meituan is expected to achieve breakeven by mid-2026, with profits of 0.4-0.5 yuan per order in the second half of 2026, while Alibaba may still incur losses but will gradually narrow them [4]. Group 3: Strategic Focus - Meituan is focusing on managing high-frequency, quality memberships and providing substantial coupon packages to enhance customer loyalty [5]. - Alibaba plans to continue significant investments in its food delivery and flash purchase businesses, aiming for breakeven and improving conversion rates from 2% to 4-5% [5]. - JD.com is concentrating on key flash purchase categories like 3C digital products and maternal and infant goods, serving its JD Plus members with a more focused strategy [6]. Group 4: Competitive Landscape - The intense subsidy competition is expected to ease by the first quarter of 2026, driven by regulatory scrutiny, seasonal demand fluctuations, and the unsustainability of high subsidies in the face of large order volumes [8].

Core Insights - The report highlights significant growth in the liquor category, particularly in the sales of major brands during the specified period [1] Group 1: Sales Performance - The trading volume of Wuliangye increased by 487% year-on-year [1] - The trading volume of Moutai surged by 612% year-on-year [1] - The trading volume of Jian Nan Chun rose by 556% year-on-year [1]

Group 1: E-commerce Performance - Xiaohongshu's e-commerce "Double 11" event saw a significant increase, with the number of merchants achieving over 10 million in transaction volume growing by 140% year-on-year, and products exceeding 1 million in transaction volume increasing by 145% [1] - Meituan's flash purchase reported that over 800 brands saw their sales double, with nearly 400 product categories experiencing over 100% growth, indicating a strong performance in the instant retail sector during the promotional period [4] - JD.com reported a 40% increase in the number of users placing orders and nearly a 60% increase in order volume during the "Double 11" event, setting new records for transaction volume [5][6] Group 2: Consumer Trends and Insights - Su Ning's insights revealed that nearly 60% of consumers in first and second-tier markets opted for new trend appliances with AI features, while the county market experienced a 48% year-on-year sales growth, highlighting the potential of lower-tier markets [2] - The popularity of new household items such as dryers, dishwashers, and water purifiers reflects a shift towards quality and smart home devices among consumers [2] Group 3: Technology and Competition - The incident involving ByteDance's model team researcher being dismissed for leaking confidential information underscores the importance of data security in competitive technology sectors [3] - JD.com's logistics capabilities were highlighted, with the deployment of advanced AI technology and automation achieving over 95% coverage in logistics processes, enhancing operational efficiency and supporting cost reduction for merchants [5][6]

Core Viewpoint - Meituan has launched a rider grievance care program, offering compensation and legal assistance for verified grievances not caused by riders [1] Group 1 - The program provides a maximum compensation of 50,000 yuan for grievances verified as "not the rider's responsibility" [1]

Core Viewpoint - Meituan has launched a rider grievance care program, offering compensation and legal assistance for verified grievances not caused by the riders [1] Group 1 - The program provides a maximum compensation of 50,000 yuan for grievances verified as "not the rider's responsibility" [1]

Core Insights - The annual "Double Eleven" event has become a fixed action for many travel enthusiasts to purchase high-value flight rights cards, with Sichuan Airlines' "Youxiang China (National Version)" card leading sales on Meituan Travel within 24 hours of its limited return [1] Group 1: Sales Performance - Meituan Travel confirmed that it has urgently restocked the Sichuan Airlines "Suixin Fei" card, indicating strong demand [2] - Users from Chengdu and Beijing show the highest purchasing power, with these two cities leading in order volume nationwide [2] - The most popular route for redeemed tickets is the Beijing-Chengdu route, accounting for 30% of total ticket issuance, with other popular destinations including Kunming, Yibin, Urumqi, Shenyang, and Lhasa [2] Group 2: User Preferences - The "Suixin Fei" product is distinct from most similar offerings in the market as it does not restrict early or late flights, providing greater flexibility for travelers [2] - Most users prefer flights departing between noon and afternoon, with 27% favoring the 12:00 to 16:00 time slot, reflecting a focus on comfort and convenience [2] - Over 60% of the purchasing users are born after 1995, indicating a younger demographic trend [2] Group 3: Travel Opportunities - The best time to capture the "Golden Mountain" view is from November to March, with tailored travel plans available for efficient mountain chasing [3] - Sichuan Airlines has a dense route network from cities like Chengdu, Chongqing, Kunming, Hangzhou, and Xi'an, covering popular winter destinations and connecting to lesser-known locations [3] - The "Suixin Fei" card allows for flight redemption until March 25, 2026, with specific blackout dates and a requirement for at least five days' advance booking [3]