从海量订单的实时调度，到恶劣天气、突发事件的动态响应；从配送网络的全局规划，到大数据预测的 准确性挑战；从智能化决策的基石数字化，到算法落地时的工程问题……课程围绕即时配送，深入介绍 其中的基本逻辑、目标、难题，以及如何应用人工智能技术全方位赋能即时配送。 清华大学自动化系教授、教材作者贾庆山表示："课程聚焦'配送'场景，将知识打深打透，为学生提供 从实验室到生产环境的完整技术视角，提升了学生解决实际问题的全方位能力。" 据介绍，课程自开设以来，已累计培养数百名兼具学术深度与实践能力的AI人才。此次出版的教材不 仅是对课程内容的系统化总结和提炼，也为行业提供了可复用的技术方法论，适合高校AI、自动化、 物流等专业师生，以及产业界技术研发人员阅读学习。 来源：中国青年报客户端 中国青年报客户端讯（中青报·中青网记者 张均斌）近日，由清华大学与美团联合编著的《即时配送中 的人工智能》教材正式出版，并被纳入教育部战略性新兴领域"十四五"高等教育系列教材。该教材系统 梳理了AI技术在即时配送中的关键方法与实战经验，内容涵盖配送网络规划、调度优化、智能定价、 大数据预测、数字化、算法工程等关键环节。 据了解，教材的诞生 ...

BingEx (NasdaqGS:FLX) Q3 2025 Earnings Call November 19, 2025 07:00 AM ET Company ParticipantsLuke Tang - CFOAdam Xue - Founder, Chairman and CEOHelen Wu - SVPConference Call ParticipantsSaifan Jiang - AnalystOperatorOkay, and welcome to BingEx's 2025 third quarter financial results conference call. Today's conference is being recorded. At this time, I would like to turn the conference over to Helen Wu from Piasante Financial Communications. Please go ahead.Helen WuThank you, Operator. During this call, we ...

Core Viewpoint - JD.com aims to build a more resilient "super supply chain" during the APEC Business Leaders Summit, with significant investments planned in logistics technology [4][6]. Investment Plans - JD Logistics plans to purchase 3 million robots, 1 million unmanned vehicles, and 100,000 drones over the next five years, marking an unprecedented investment in China's logistics history [4][6]. - The estimated investment cost for these purchases is projected to be no less than 290 billion RMB [7][8]. Financial Considerations - As of mid-2025, JD Logistics has 17.317 billion RMB in cash, which is insufficient to cover the planned expenditures [8]. - JD Group, which holds a 63.31% stake in JD Logistics, has total cash and cash equivalents of 223.4 billion RMB, but even with annual cash flow growth, it may struggle to independently support this massive investment [8]. Technological Advancements - JD Logistics has significantly increased its R&D spending, with a cumulative investment exceeding 10 billion RMB from 2022 to 2024, surpassing competitors like SF Express [11]. - The company has developed various technological innovations, including AI models and autonomous delivery systems, which have improved operational efficiency [11][12]. Market Expansion - JD Logistics is expanding its global footprint with a "Global Network Plan," aiming to double its self-operated overseas warehouse space by mid-2025 [12][18]. - The company has also initiated a large-scale recruitment of full-time delivery personnel to enhance its last-mile delivery capabilities [12][14]. Strategic Shift - JD Group is transitioning from a traditional e-commerce model to a technology-driven supply chain infrastructure service provider, focusing on logistics as a core business [16][18]. - The company is also investing in instant delivery services and integrating them with its existing logistics network to enhance service quality [14][18]. Financial Performance - JD Logistics achieved profitability in 2023 after 11 years of losses, with a significant increase in adjusted net profit in 2024 [16]. - However, the company's profit growth has slowed in 2025 due to expansion costs, with a notable decline in operating cash flow [18][19].

Core Viewpoint - The Ministry of Commerce and other five departments have issued the "Urban Commercial Quality Improvement Action Plan," which includes 21 specific measures aimed at enhancing urban commercial environments to better meet the needs of citizens for a better life [1] Group 1: Specific Measures - The plan emphasizes the renovation of pedestrian streets and business circles, as well as the upgrade of business formats to diversify the supply of domestic and foreign products [1] - It promotes the integration of online and offline development, guiding commercial enterprises to collaborate with e-commerce companies through instant retail models [1] - The plan encourages e-commerce companies to partner with logistics firms to consolidate scattered demand orders, enhancing delivery efficiency through shared and centralized delivery systems [1] Group 2: Delivery Efficiency - The initiative aims to improve last-mile delivery efficiency and service quality by utilizing urban space for facilities such as front warehouses, smart lockers, and comprehensive delivery service stations [1] - It promotes the development of instant delivery and unmanned delivery services to enhance precise response capabilities [1]

Core Viewpoint - DoorDash is initiating a robot delivery revolution in the U.S., aiming to reshape the global instant delivery industry by integrating robotics into its core operations [1][3]. Group 1: Company Developments - In October 2025, DoorDash launched its self-developed delivery robot, Dot, and entered a strategic partnership with Serve Robotics to scale robot delivery services in Los Angeles, with plans for nationwide expansion [3]. - DoorDash, founded in 2013, is the largest food delivery platform in the U.S., holding a 60% market share and achieving a market valuation exceeding $60 billion [3][4]. - The introduction of the DashPass subscription service in 2022 has attracted over 15 million members, expanding its operations to over 4,000 cities across the U.S., Canada, Australia, and parts of Europe by 2025 [5]. Group 2: Market Context - The global food delivery robot market is projected to reach $299 million by 2024, indicating significant growth potential for DoorDash's robot delivery operations [5]. - The increasing costs in the food service industry are driving the need for automation, with robot delivery costs being one-third of human labor costs, and DoorDash's pilot programs showing a 40% reduction in average delivery costs [8][9]. Group 3: Technology and Efficiency - Dot is designed to deliver various everyday items, capable of carrying up to 16 kg and traveling at speeds of 32 km/h, ensuring food freshness [7]. - The integration of SmartScale technology has reduced human labor costs by 80% and decreased order complaint rates by 62% [9]. - Serve robots optimize delivery routes using AI algorithms, achieving an average delivery time of just 18 minutes [9]. Group 4: Challenges and Barriers - Despite the promising outlook, the widespread adoption of delivery robots faces challenges, including technical limitations in extreme weather and complex terrains [11][12]. - Regulatory hurdles vary significantly across regions, complicating cross-regional operations for companies like DoorDash [12]. - The initial investment for robots is substantial, with costs around $100,000 per unit, which may deter small businesses from adopting this technology [12]. Group 5: Future Prospects - The evolution of delivery robots is part of a broader digital transformation in logistics, with the global market for delivery robots expected to reach billions of dollars [20]. - In China, daily delivery demand exceeds 300 million orders, and if 10% were handled by robots, the market could exceed 55 billion yuan annually [20]. - Innovations in technology and business models, such as robot leasing and data services, are expected to accelerate the profitability of robot delivery systems [18][20].

Core Insights - The combination of the National Day and Mid-Autumn Festival created an 8-day "Golden Week," leading to a significant boost in domestic travel and consumption, with 888 million domestic trips and total spending of 809 billion yuan, marking an increase of 1.23 billion trips and 108.2 billion yuan compared to the previous year [1] Group 1: Travel and Tourism - During the "Golden Week," there were 888 million domestic trips, an increase of 1.23 billion trips compared to the previous year [1] - Total domestic travel expenditure reached 809 billion yuan, up by 108.2 billion yuan from the previous year [1] - The "cultural tourism + instant delivery" model enhanced travel experiences, with significant increases in delivery volumes in popular tourist destinations like Harbin and Jingdezhen [8] Group 2: Instant Delivery Services - SF Express's same-city delivery service saw a 63% year-on-year increase in daily delivery volume during the holiday, with beverage deliveries increasing by 168% [4] - The "1-to-1 urgent delivery" service experienced over a 5-fold increase in volume on Mid-Autumn Day, catering to high-demand gift deliveries [10] - The integration of instant delivery with various retail sectors, including fast food and luxury goods, resulted in substantial growth in delivery volumes, indicating a shift towards a "buy anything at home" consumption model [7] Group 3: Consumer Behavior - The holiday period saw a surge in demand for beverages, with daily delivery volumes increasing by 168%, highlighting the popularity of new tea drinks as essential holiday items [5] - The rise of the "flash purchase" model has established instant delivery as a new norm for holiday consumption, with diverse shopping experiences being offered to consumers [7] - The demand for personalized delivery services, such as gift-giving and urgent deliveries, reflects changing consumer preferences during festive seasons [10]

Core Insights - The article highlights the changing dynamics of family gatherings during the Mid-Autumn Festival, emphasizing convenience in meal preparation through services like JD Fresh's rapid delivery and ready-to-cook products [1][10] Group 1: Meal Preparation Innovations - JD Fresh offers a delivery service that can bring ingredients to customers within 30 minutes, allowing for spontaneous meal preparation without the need for extensive prior planning [1] - The rise of air fryers among younger generations enables even novice cooks to prepare popular dishes easily, such as fried chicken wings and shrimp cakes, with minimal effort [3][10] Group 2: Seasonal Ingredients - The article mentions the introduction of new rice varieties, specifically the "Daohua Xiang 2" from Wuchang, which is known for its quality and flavor, enhancing the dining experience during family gatherings [5][6] - The new rice is characterized by its moderate moisture content and plump grains, contributing to a satisfying texture and taste [6] Group 3: Beverage and Fruit Offerings - JD Fresh has launched various seasonal beverages, including a special osmanthus rice wine, which is crafted using traditional methods and is suitable for family celebrations [8] - The popularity of fruit gift boxes, featuring high-quality options like blueberries and pomegranates, has surged, with some products seeing sales increase by over five times compared to previous periods [10]

Core Insights - The upcoming National Day holiday is expected to significantly increase demand for instant delivery services, prompting Meituan to enhance its "1-to-1 Urgent Delivery" service [1][2] - Meituan's "1-to-1 Urgent Delivery" allows users to select this service when ordering food, ensuring that meals are delivered 5-20 minutes earlier, with over 80% of restaurant partners currently utilizing this capability [1][2] - The service has gained popularity, with millions of users having experienced it, and over half of them opting for it again on subsequent orders [1][2] Service Features - The "1-to-1 Urgent Delivery" service was upgraded in August 2023, focusing on exclusive delivery capacity to ensure that only one order is delivered at a time, minimizing risks associated with multiple deliveries [1] - Users can choose to pay an average of 2-5 yuan for this expedited service, which is particularly beneficial for hot dishes that need to be delivered fresh [1][2] - The service is primarily utilized in first- and second-tier cities, especially in popular commercial areas, tourist districts, and low-density residential areas [1] Market Position - Meituan has become the first food delivery platform in China to offer "1-to-1 Urgent Delivery" for restaurant orders, enhancing its competitive edge in the market [1] - Following the launch, the service has seen a peak order volume of over 1.3 million during the Qixi Festival, surpassing competitors in the same niche [3] - The average daily order volume for this service has established Meituan as the leader in the 1-to-1 instant delivery sector [3]

▲用户可自主选择"立即配送"或"1对1急送"。图源：美团App 此次则是"1对1急送"能力首次优化服务于餐饮外卖，美团成为全国首个推出"1对1急送"的外卖平台。只 要商家周边有"1对1急送"骑手运力，用户下单时就可以自主自愿勾选该服务，平均支付2-5元，即可节 省5-20分钟配送时间。特别是猛火现炒类中餐，送达时"锅气"更足。目前使用该服务的用户，大多集中 在一二线城市的主流商圈、旅游街区、低密度住宅区、潮流文创区等。 9月26日，美团外卖正式宣布升级"1对1急送"，用户使用美团外卖点餐时可勾选"1对1急送"服务，让午 高峰的"锅气"提前5-20分钟送达。目前，美团外卖超八成餐饮商家可调用"1对1急送"运力，已有数百万 用户体验过"锅气急达"的新服务，超过一半用户在第二次点单时，再次选择了这一服务。 记者获悉，美团外卖"1对1急送"于今年8月升级上线，核心优势在于通过专属运力支持，保障"一次只送 一单"。这意味着骑手点对点直达，不用担心多单状态下的商家卡餐或路线规划难题，也减少了商品在 配送过程中被挤压碰撞的风险。此前，消费者主要通过美团跑腿使用这类服务，让骑手专门一对一配送 文件、证件、票据等，或代购其它即 ...

Core Insights - The third-party instant delivery platform, SF Express's local subsidiary, has officially launched its "SoFast" brand in Macau, marking a significant expansion following its entry into Hong Kong last year [1] - SF Express has formed a strategic partnership with Macau's largest local service platform, "Aomi App," to enhance resource integration and provide efficient, convenient one-stop delivery services for local merchants and users [1] - The "SoFast" service will cover a wide range of categories, including food and non-food items, with delivery times as fast as one hour, utilizing multiple channels such as "Aomi App" and "SF-EXPRESS App" [1][2] Business Model and Market Potential - Merchants in Macau can place orders through the SF Express merchant version, while consumers can access the service via "Aomi App" or "SF-EXPRESS App," catering to the growing demand for instant delivery in the region [2] - The demand for rapid and timely delivery services in Macau has been increasing, indicating significant growth potential in the instant delivery market compared to mainland China [2] - SF Express aims to leverage its successful experience in mainland China to enhance its service offerings in Macau and the broader Hong Kong-Macau region, integrating more merchant brands and expanding its user services [2] Future Opportunities - The experience gained in the Greater Bay Area is expected to lay a solid foundation for the company's future expansion into other overseas markets [3]