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京东要做灶王爷?
3 6 Ke· 2025-07-25 01:42
Group 1 - JD.com plans to open 10,000 "Seven Fresh Kitchen" stores nationwide, focusing on freshly cooked meals with a cash investment of 1 billion yuan and recruiting 1,000 signature dish partners [1][2] - The company aims to leverage its established supply chain capabilities to redefine the food delivery market, addressing issues such as high platform fees and food safety concerns [2][5] - By collaborating with major food companies for centralized sourcing and processing, JD.com intends to reduce food waste and lower costs, with waste rates potentially dropping below 5% [3][4] Group 2 - The introduction of robotic cooking aims to enhance efficiency and standardization in food preparation, although it raises questions about taste consistency and user satisfaction [5][6][7] - JD.com's "dish partner" model seeks to empower chefs while potentially shifting control of the cooking process to the platform, which may redefine the value of chefs in the industry [8][10] - The strategy involves a combination of centralized kitchens, community stores, and robotic cooking to gradually shift control from chefs and restaurant owners to JD.com [9][11] Group 3 - The scalability of this model across different regions is uncertain, as local tastes, supply chain logistics, and regulatory environments vary significantly [12][13] - Competitors like Meituan and Ele.me are also innovating in the food delivery space, utilizing local merchant flexibility and technology to respond to regional demands [14][15][16] - JD.com's ambitious plan may face challenges in execution speed and adaptability to regional differences, raising questions about its long-term viability in the food service industry [17]
超500亿元资金涌入债券ETF 公司债ETF易方达(511110)规模破80亿
Sou Hu Cai Jing· 2025-05-12 04:14
中国财富网讯 今年以来,超500亿元资金涌入债券ETF。Wind数据显示,截至5月9日,29只债券ETF年 内已吸引503亿元资金净流入,总规模首超2500亿元,达到2531亿元。 在易方达基金近期举办的固收研讨会上,来自银行、券商、基金等机构的与会嘉宾就债券ETF市场的发 展进行了交流探讨。易方达基金副总裁范岳表示,随着指数化投资蓬勃发展,债券ETF的发展随之加 速。债券ETF作为一类风险低、收益稳的场内产品,较好满足了投资者稳健型资产配置需求,近年来旗 舰产品不断涌现,市场发展前景广阔。 债券ETF规模是2021年的9倍 我国债券ETF市场自2013年起步,经历了近十年探索和积累,自2022年以来迎来爆发式增长,产品数量 及规模均大幅攀升,政金债ETF、长久期国债ETF、基准做市公司债ETF等新品种相继涌现。截至一季 度末,债券ETF数量达到29只,总规模约2200亿元,是2021年的9倍。 债券ETF发展需要生态理念和平台思维 在当前低利率的环境下,债券投资挖掘阿尔法的空间逐渐缩小,贝塔属性愈发凸显,被动债券产品优势 凸显,迎来新的发展机遇。 数据来源:Wind 债券ETF具有交易效率高、投资和交易成本 ...