据悉，接下来，上海市总工会也将继续加大对新就业形态劳动者的服务保障，力争推动该市更多头 部互联网平台企业算法平衡效率与安全，打造新就业形态劳动者权益维护的又一"上海样本"，构建和谐 劳动关系。（裴龙翔） 来源：工人日报 确保众包网约配送员在正常提供劳动情况下，小时劳动报酬综合计算不低于25元；逐步推进取消超 时扣款处罚……在4月25日召开的2025年度"饿了么"（上海）协商算法恳谈会上，外卖平台饿了么与骑 手代表正式签订《2025年度"饿了么"（上海）网约配送算法和劳动规则协议》（以下简称《协议》）， 这也是全国首份网约配送算法和劳动规则协议。 《协议》推出一系列针对骑手算法的改进举措，通过科技手段提升骑手工作体验，保障劳动者权 益。据悉，此次协商恳谈聚焦计价、调度派单、时间预估、路径规划等"四大算法"模型及规则，签订协 议涵盖劳动报酬、休息休假、劳动保护、协商协调机制等方面，关乎骑手切身利益。 经过各方协商，在平台计价算法方面，《协议》约定，平台持续优化计价算法模型及规则，提高顺 路单派单几率，对于超重、体积大、需要步行上下楼梯等较难配送的订单，提高其在计价算法中的权重 比例，优化"恶劣天气自动触发补贴"功 ...

周三晚上跟投资人杨恒、跨境电商从业者姚凯飞和科技自媒体程苓峰一起讨论了京东与美团的竞争背后的增长逻辑、用户心智争夺和业务边界扩张的本 质，包括30分钟送万物的趋势，分析各大平台在即时零售领域的布局和策略，刘强东承诺给骑手缴纳五险一金（应该大力表扬）占据道德高地后引发的舆 论战以及将商业竞争转化为社会议题的风险。 程苓峰说，"这不是商业竞争，商业竞争是有限竞争，我们拼效率、拼成本。他这个做的是无限竞争，在商业规则之外，去调动情绪，打情绪战，打运动 战，调动'打土豪分田地'的情绪。" 直播间来了很多美团和京东的同学，到最后印象很深的一个细节是，有位美团的同学说现在感觉很憋屈。在当前短视频主导的舆论环境下，美团秉持理 性、务实的"理科生"风格面临挑战。尽管长期看商业本质仍是效率和成本，情绪会被经济理性消解。但刘强东往美团的对立面一站就能变成网民眼中的英 雄，也是暴露了可能美团更注重效率、数据和商业逻辑，而忽视了对骑手利益的关切与用户情感的连接，在应对上显得被动。 以下为本场讨论概要： 一，京东进军外卖市场的核心动机是应对增长乏力的困境。京东作为传统电商平台面临DAU增长停滞、用户心智被美团闪购等即时零售业务蚕食的挑 ...

编辑 | 乔芊 外卖平台大战还在硝烟四起，但第一批受益者已经出现——库迪加盟商。 早在京东外卖补贴的号角吹响前，平台发券补贴的行为已经默默开始，高频率、低决策成本的茶饮咖啡品类向来是外卖补贴的第一战场，这次轮到了库 迪。一位北京库迪加盟商陈星注意到，自己的京东订单在3月中旬开始，突然出现了第一个峰值，此后带动总销量一路上扬。 "以4月24日为例，对比上月同日的业绩，单日杯量从200多杯上涨到500杯以上，增幅大于100%"，陈星说。 爆单的并不只有陈星的门店。一位江苏库迪多店加盟商告诉36氪，4月以来，自己所有门店中，日销最多的能达到800杯，差一点的也有4、500杯，远 超去年同期水平。 这些激增的单量，大多来自于京东外卖订单。另一位北京库迪加盟商刘平称，自己现有的一半门店杯量，都来源于京东订单。 自从京东入局外卖大战后，在京东上买到便宜的库迪已经不是秘密，打开京东秒送，最低折后3.9元的生椰拿铁，吸引了大批羊毛党下单。截止今天，库 迪咖啡在京东平台上的外卖总销量已经超过3千万单。 但一杯折后只要3.9元的生椰拿铁，到库迪加盟商手上，究竟能到手多少钱？ 一杯京东3.9元的生椰拿铁，到库迪加盟商手上，究竟能到 ...

以下文章来源于听筒Tech ，作者听筒Tech工作室 听筒Tech . 听见时代的声响 将投中网设为"星标⭐"，第一时间收获最新推送 熟悉的"火药味"又回来了。 作者丨 陈柯 编辑丨 饶言 来源丨 听筒Tech 本地生活 的 战场 ，在沉寂多年后，再度硝烟四起 。 最激烈的对抗，市场都知道。自年初以来，京东和美团的对决，火药味颇浓。尤其是 近日，京东 和美团，更是直接隔空喊话，将战火引向新的高度。 毫无疑问，今年互联网公司的高喊高打，都揭示了这样一个道理：在互联网行业增长放缓的当下，本地生活成为巨头们争夺的一块高增长战场。 毕竟， 这个 坐拥超3.5万亿 元 的市场，每年线上渗透率保持两位数的增长，于整个电商 行业 及平台玩家而言，都极具诱惑力。 这导致，本地生活的战场正在上演这样的叙事 ： 美团长期占据霸主地位，坐于"铁王座"之中；京东在今年直接进击，试图"复辟" ； 饿了么按照既定 路线行进 ； 抖快 （抖音和快手） 也保持强势的争伐姿态， 各占一隅 ；甚至，还有诸如滴滴等，奇袭侧翼、伺机而动。 在 这场权力的游戏 中 ， 谁都想抢到那个"铁王座"，战 火 日渐升级 。 在战场中， 霸主的地位并非坚不可摧 ...

Core Viewpoint - The rapid development of the internet economy has led to the emergence of delivery and courier services, highlighting the precarious employment conditions faced by workers in these sectors. Recent announcements by companies like JD.com, Meituan, and Ele.me to provide social insurance for their delivery riders have reignited public discourse on the social security of gig economy workers [1][11][12]. Group 1: Employment and Social Security - The discussion centers around the social security for gig economy workers, particularly delivery riders, and the implications of recent policies by major platforms [1][11]. - Experts express concerns about the effectiveness and feasibility of implementing social security for riders, given the complexities of labor relations and the diverse operational models of different platforms [11][13]. - The current social security system in China is characterized by a dual structure, which complicates the integration of gig workers into the existing framework [13][14]. Group 2: Platform Operations and Algorithm Management - The algorithms used by delivery platforms are described as neutral tools that can either enhance efficiency or impose undue pressure on workers, depending on how they are applied [2][32]. - Recent adjustments in algorithm management reflect a shift towards more humane practices, allowing for greater flexibility and consideration of real-world challenges faced by riders [32][35]. - The operational differences between platforms, such as JD.com's direct employment model versus Meituan's complex subcontracting system, significantly impact the implementation of social security measures [13][20]. Group 3: Labor Relations and Employment Models - The labor relations in the courier industry are categorized into direct employment and franchised models, with the latter often leading to less formal agreements and protections for workers [18][19]. - The distinction between gig work and traditional employment is blurred, as many gig workers engage in full-time work without the associated benefits, raising questions about the classification of their employment status [30][31]. - The high turnover rates among delivery riders indicate a need for improved labor protections and recognition of their contributions to the economy [29][30]. Group 4: Future of Work and Social Protection - The potential impact of artificial intelligence on labor markets is acknowledged, with a focus on how institutions can adapt to protect workers in the face of technological change [3][25]. - The necessity for innovative social protection systems that accommodate the flexible nature of gig work is emphasized, as current frameworks struggle to keep pace with evolving employment models [17][25]. - The discussion highlights the importance of recognizing gig workers as integral to the labor force, advocating for their rights and protections in the face of market pressures [25][31].

Core Insights - The article discusses the competitive landscape of the food delivery market in China, particularly focusing on JD.com's entry into the sector and its strategies to capture market share from established players like Meituan and Ele.me [1][3][20] Group 1: Market Entry and Initial Success - JD.com has identified local life services as a crucial growth area amid slowing e-commerce growth, leading to its aggressive entry into the food delivery market [3][20] - Early reports indicate that JD.com has achieved significant order volumes, with over 5 million orders in a single day by mid-April, showcasing a rapid increase in demand [3][16] - The initial success of JD.com's delivery service is attributed to its strong brand recognition and attractive policies, such as a one-year commission waiver for merchants [4][8] Group 2: Challenges and Market Saturation - As the market matures, JD.com faces challenges in maintaining growth, with reports of declining signing bonuses for delivery personnel and increasing competition from other service providers [10][11] - The influx of delivery personnel has led to market saturation, making it harder for new entrants to secure merchant partnerships [11][12] - JD.com is experiencing operational difficulties, including system crashes due to high order volumes, indicating the need for improved infrastructure [3][18] Group 3: Long-term Strategies and Adjustments - JD.com plans to enhance its delivery infrastructure by increasing the number of full-time riders from 50,000 to 100,000, aiming to improve delivery efficiency [16][20] - The company is also adjusting its subsidy strategy, shifting from a model where JD.com bears a larger share of the costs to a more balanced approach with merchants [18][20] - There are concerns about customer retention and loyalty as subsidies decrease, which will be critical for sustaining order volumes in the long run [16][20] Group 4: Competitive Landscape and Consumer Benefits - The competition between JD.com and Meituan is expected to benefit consumers through increased discounts and promotional offers [20] - Merchants are also likely to gain from the competition, as they can choose between multiple platforms offering better terms and conditions [20] - The article highlights that while JD.com is making strides, it still has a long way to go to match the market share and operational efficiency of established players like Meituan [16][20]

每经记者 王郁彪 每经实习编辑 余婷婷 都是一路拼杀，经历过"血战"的狠角色，所以动起手来，京东和美团丝毫不手软。 凶猛攻势之下，的确出了"奇效"。京东外卖今日（4月24日）宣布，4月22日晚8点19分，京东外卖当日 订单量突破1000万单。而4月15日京东外卖才披露，日单量超过500万单。《每日经济新闻》记者注意 到，从3月1日正式上线到500万单，京东外卖用时46天；而从日单量500万到1000万，京东外卖仅用一周 左右的时间。 在市场层面的考量上，对于为何做外卖，京东集团CEO（首席执行官）许冉在最近一次小范围沟通中表 示，京东做外卖最重要的是解决行业痛点、满足用户需求。她认为，"外卖行业本就是一个宽广的赛 道，完全容得下多个平台"。 至少长达一年时间的筹备，让京东一开年就和美团刀光剑影。与日单量破500万单的同一日（4月15 日），一段京东集团创始人、董事会主席刘强东2024年的内部讲话首次曝光，他直斥外卖平台抽佣过 高，要求京东外卖利润率不高于5%，随即将这场交锋推向高潮。 不过，4月21日，京东发布《致全体外卖骑手兄弟们的公开信》，针对部分平台强迫外卖骑手"二选 一"、不能接京东平台秒送订单的情况 ...

Core Insights - The competition in the instant retail sector has intensified with Meituan launching its instant retail brand "Meituan Flash Purchase" and JD.com introducing "Self-operated Seconds Delivery" [1] - Instant retail emphasizes "30-minute delivery" and is based on consumer location, covering various product categories including food, clothing, cosmetics, 3C digital products, and pharmaceuticals [1] - The pharmaceutical sector is seeing instant retail channels becoming a core growth driver, with a projected sales scale of 48.7 billion yuan in 2024, representing a 31.3% increase from 2023 [1] Group 1: Market Dynamics - Meituan, JD.com, Ele.me, and Douyin have all entered the instant retail space, with Meituan holding a dominant market share of over 70% in the pharmaceutical instant retail sector [1][2] - The overall sales scale of China's pharmaceutical retail terminals is expected to reach 574 billion yuan in 2024, with online pharmacy sales projected to grow by 14.4% [2] Group 2: Company Performance - Meituan's revenue for 2024 is projected to reach 337.6 billion yuan, with a net profit increase of 88.2% [3] - JD Health has launched its "Seconds Delivery" service, achieving a revenue of 58.2 billion yuan in 2024, with 48.8 billion yuan coming from pharmaceutical and health products [5] Group 3: Consumer Trends - The number of active users in the instant retail sector reached approximately 580 million in 2023, marking a 34.88% year-on-year increase [5] - The penetration rate of instant retail is higher in first- and second-tier cities, but there is rapid growth in third- and fourth-tier cities [6] Group 4: Competitive Landscape - The competition among platforms focuses on merchant numbers, service quality, and user habit formation [8] - Ele.me has expanded its pharmacy network to over 15,000 locations, with a 50% increase in nighttime transaction volume [7] - Douyin has also entered the instant retail market, testing "Seconds Delivery" services in Shenzhen [7]

2025年开年，京东跑步入场外卖行业，让沉闷已久的互联网公司终于又有了一丝「活人感」。 4月21日，社交网络有人晒出了刘强东亲自为其配送外卖的合影，画面颇为诙谐。有网友扒出，刘强东上一次亲自送外卖还是2018年为了力推京东奢侈品 快递服务。时隔7年，刘强东再次亲临一线。 当然质疑声也随之而来。人们似乎常常忽略，外卖是一个已经成熟发展十几年的赛道。饿了么诞生于2008年，美团外卖诞生于2013年，但因为商业模式问 题，外卖天生就是「Hard模式」，赔本吆喝是行业特性。摩根大通曾估算，美团2024年外卖净利润率仅为2.8%，而日单量仅有美团四分之一的饿了么甚 至至今没有盈利。 此前，字节和快手都希望在外卖领域大有作为，但最终还是把业务重心转至到店。 一位从业者告诉《降噪NoNoise》，京东可能期望在618前让外卖达到某一个量级，如果单量能够稳定在大几百万就可以做下去。现在的大额补贴并不知 道能持续多久，但撤掉大额补贴后的真实单量，才是验证其可行性的关键，这一结果最快几个月内就能看到。 尽管有日均1000万订单量和一定的配送基础在手，但想要真正深入美团饿了么腹地，这场持久战的消耗也可以想见。有江浙沪区域的本地生活 ...

以下文章来源于每日怡见 ，作者每日怡见 每日怡见 . 关注 国际、财经、社会 作者：每日怡见 来源：每日怡见（ID：sxjjzj77） 这几天大家应该都刷到了刘强东送完外卖后，请骑手们吃火锅的视频。 他在大家伙儿面前发表了一段长达4分钟的讲话。 没有准备，没有稿子，即兴演讲，但是却讲的非常有水平。 他说自己送了几单外卖后，深深体会到其中的辛苦，所以京东一直以来都致力于做好快递员和外 卖员权益保障的工作。 他希望京东所有的外卖员， 退休后的生活有份保障，退休金肯定不会低于5000的，所有的大病 医保全部报销。 这些天凡是有关刘强东送外卖的视频，只要发到网上，点赞率都不会低，都是几万，十几万的那 种。 抖音上有各种视角，甚至还有朋友调侃："今天送外卖吃火锅的时候，碰到一个大叔，这家伙喝 了点酒就开始吹，说他有几百亿，还说他老婆是清华的……" 席间，还有两个身穿美团和饿了么工服的骑手，走过来向刘强东敬酒。 网友们看完就戏称，这是桃园三结义，大哥你收了我们吧。 而且，就算他们作秀，想表现自己亲民，也完全起不到那个效果。 毕竟刘强东本身就是草根出身，在创业之后，也一直将员工的福利和保障挂在嘴边，他是实打实 真的去把员工 ...