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饿了么多地试点取消骑士超时扣款;极兔速递三季度东南亚包裹量增长78.7%|未来商业早参
Mei Ri Jing Ji Xin Wen·2025-10-14 23:22

Group 1 - Ele.me is piloting the cancellation of overtime deductions for delivery riders, replacing it with a new service points system to enhance rider experience and operational capacity [1] - The pilot program is currently being tested in cities such as Nantong, Changzhou, Jieyang, and Jingdezhen, with plans for broader implementation in October [1] Group 2 - J&T Express reported a total parcel volume of 7.68 billion for Q3 2025, marking a year-on-year increase of 23.1% [2] - The Southeast Asian market saw a significant growth of 78.7%, while the Chinese market grew by 10.4%, indicating a strong performance in both regions [2] - The management highlighted that the increasing sensitivity of e-commerce platforms to fulfillment costs is driving market changes, with smaller logistics providers likely to exit [2] Group 3 - AliExpress announced the schedule for its overseas "Double 11" and "Black Friday" events, starting from November 8 and running until December 3 [3] - The platform aims to focus on commission incentives, overseas hosting, and brand expansion, offering up to 7% commission for quality third-party sellers [3] - This strategy is a response to competitive pressures from TikTok Shop and Temu, emphasizing supply chain and operational advantages [3] Group 4 - JD.com is collaborating with CATL and GAC Group to launch a "National Good Car" during the Double 11 shopping festival, focusing on user insights and exclusive sales [4] - The partnership delineates roles clearly: GAC for manufacturing, CATL for battery technology, and JD.com for sales and consumer insights [4] - The effectiveness of this online exclusive sales model remains uncertain due to the complexity of automotive purchasing decisions and competitive industry dynamics [4]