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库迪、蜜雪冰城等成京东外卖上首批销量破亿单的品牌;美团战投领投它石智航|未来商业早参
Mei Ri Jing Ji Xin Wen·2025-07-08 23:22

Group 1: JD's New Initiatives - JD announced the launch of the "Double Hundred Plan" to support quality merchants, investing over 10 billion yuan to help more brands achieve sales of over 1 million orders [1] - JD's food delivery service has gained a 45% market share in the quality delivery sector, leading the industry [1] - Nearly 200 restaurant brands have surpassed 1 million orders on JD's platform, with brands like Luckin Coffee and Mixue Ice City being among the first to achieve this milestone [1] Group 2: Strategic Collaborations in Delivery - Shentong Express and Cainiao have formed a strategic partnership focusing on the application of unmanned delivery vehicles to enhance last-mile delivery efficiency [2] - This collaboration follows Shentong's goal of deploying 2,000 unmanned vehicles within the year, addressing rising labor costs and delivery efficiency challenges in the express delivery industry [2] Group 3: Brand Upgrades and Market Positioning - Xiaohongshu has announced a brand upgrade, adopting the slogan "Your Life Interest Community" to strengthen its positioning as a lifestyle sharing community [3] - The app's product description has been updated across major app stores, aiming to attract more user engagement in content creation and sharing [3] Group 4: Investment in AI Technology - TARS has completed a $122 million angel round financing led by Meituan's strategic investment, with participation from several other investors [4] - The company, established in February 2025, focuses on AI-driven embodied intelligence technology, indicating significant market potential in the rapidly evolving AI and robotics sector [4] - The involvement of strategic investors like Meituan is expected to provide TARS with valuable application scenarios and resource support [4]