出品丨搜狐财经 作者丨饶婷 陈子健 编辑丨李文贤 你知道一份外卖的账单里，藏着一场怎样的四方博弈吗？平台、商家、骑手、消费者，每个人都在这 场"多快好省"的游戏中精疲力尽。 现在，国家出手了，外卖平台"新国标"发布。可当骑手"慢下来"，谁会为这份保障支付真金白银？你点 的外卖会涨价吗？ 这份名为《外卖平台服务管理基本要求》的国家标准，为骑手划出了三条清晰的权益线： 收入的"底线"：平台应保障提供正常劳动的配送员收入水平，且不再将扣款作为超时、差评的处罚方 式。 一份商家晒出的真实账单，揭示了利润如何被层层吞噬：顾客实付63.60元，经过各类促销补贴、平台 佣金、配送服务费的扣除后，商家实际到手仅44.03元，而这单堂食的价格为51元。在极端的价格战 下，甚至出现过商家"零收入"或"倒贴"的订单。 压力沿着链条无情传导。为了在微薄利润中挤出配送费，系统只能不断追求更高的"人效"，让骑手在更 短时间送更多单。 于是，一个闭环形成：消费者追求"又快又便宜"，平台用"补贴战"争夺用户，商家在流量与成本间挣 扎，而所有环节对"效率"的极致压榨，最终都落在了骑手飞驰的电动车上。 强度的"红线"：骑手每天接单时长原则上不超 ...

Group 1 - Taobao has entered the "Big Member" era, with the 88VIP membership program announcing an upgrade in member benefits, including additional perks for its seventh anniversary and integration with Hema's membership system [1] - The number of 88VIP members has surpassed 50 million, maintaining double-digit growth over the past year [1] - The upgraded 88VIP membership now includes over 20 exclusive benefits, covering various aspects of consumer needs such as dining, entertainment, and travel [1] Group 2 - Alibaba has initiated a strategic transformation from an e-commerce platform to a large consumption platform, establishing a new e-commerce business group and integrating various platforms like Taotian, 1688, and Xianyu [2] - The company plans to invest 50 billion yuan within a year to create a new service-oriented e-commerce platform, aiming to replicate the success of Taobao in the service industry [2] - Key consumer scenarios, including Ele.me, Fliggy, and Hema, have been deeply integrated to enhance business collaboration and improve consumer experience [2]

Core Viewpoint - Alibaba Group's Vice President Xiang Huangmei stated that new service e-commerce will become a new engine for driving domestic demand [2] Group 1: Investment and Strategy - Alibaba plans to invest 380 billion yuan in AI research and development over the next three years [2] - The company will invest 50 billion yuan within a year to create a new service e-commerce platform, aiming to replicate a "service industry Taobao" [2] - Alibaba aims to establish a sustainable market order and a new consumption ecosystem [2] Group 2: Consumer Trends - There are two notable new consumption trends identified from the instant consumption phenomenon: 1. Strong demand for instant consumption, with 61% of "Generation Z" consumers wanting goods and services delivered within minutes, half an hour, or by the same day [2] 2. A clear trend of "service industry going online," with over 10 million merchants expected to offer services on platforms like Taobao and Xianyu by 2024, with the GMV growth rate for these services significantly outpacing that of physical goods [2][2] Group 3: Technological Support - The trends are supported by AI technology for decision-making, the application of complex big data across various scenarios, and the improvement of warehousing and distribution network infrastructure [2]

Core Insights - The main theme of the 2025 Entrepreneur Sun Island Annual Conference is "New Quality Productivity: New Manufacturing, New Consumption, New Ecology" [1] - Alibaba's Vice President, Xiang Huangmei, emphasized that technology-driven efficiency transformation is the core of new consumption trends, with new service e-commerce becoming a new engine for domestic demand [1][2] Group 1: New Consumption Trends - Two significant new consumption trends identified are "immediacy" and "service industry on platforms" [1] - 61% of Generation Z consumers desire minute-level delivery, half-hour delivery, or same-day delivery, highlighting the strong demand for immediacy [1] - By 2024, over 10 million merchants are expected to offer service industry supplies on platforms like Taobao and Xianyu, with the GMV growth rate for these services surpassing that of physical goods [1] Group 2: Strategic Initiatives - Alibaba plans to invest 380 billion yuan in AI research and development over the next three years and 50 billion yuan within a year to create a new service e-commerce platform [2] - The company aims to establish a sustainable market order and new consumption ecosystem, inviting more participants to join [2] - The annual conference attracted guests from various sectors, providing new ideas and insights for high-quality economic and social development [2]

Core Insights - The core viewpoint of the articles emphasizes the transformation of consumer trends driven by technology, particularly the rise of new service-oriented e-commerce as a key engine for domestic demand in China [2][3] Group 1: New Consumer Trends - The two prominent new consumer trends identified are "immediacy" and "service industry on platforms" [2] - 61% of Generation Z consumers desire minute-level delivery, highlighting a strong demand for immediacy in services and products [2] - Over 10 million merchants have already listed service offerings on platforms like Taobao and Xianyu, with the GMV growth rate for these services significantly outpacing that of physical goods [2] Group 2: Technological Support and Strategy - The underlying factors driving these trends include AI-assisted decision-making, the application of complex big data across various scenarios, and the improvement of warehousing and delivery infrastructure [3] - Alibaba plans to invest 380 billion yuan in AI research and development over the next three years and 50 billion yuan within a year to create a new service e-commerce platform [3] - The company aims to establish a sustainable market order and new consumption ecosystem, inviting more participants to join in the growth of new service-oriented e-commerce [3]

Core Viewpoint - Alibaba is significantly increasing its investment in AI and cloud infrastructure, with a total of 4 trillion yuan planned over the next three years, marking the largest investment in this sector by a private company in China [2][3][4]. Investment Plans - The 4 trillion yuan investment is aimed at AI and cloud infrastructure, while an additional 50 billion yuan is allocated to stimulate service consumption and domestic demand [2][6]. - These investments are seen as a response to both competitive pressures and a strong belief in the future growth of the Chinese market [3][4]. Confidence in Market Potential - Alibaba's leadership expresses confidence in the potential of AI and domestic demand as key growth drivers for the company [5][6]. - The company believes that the AI market in China will lead to significant innovation and application opportunities due to its large scale and rapid development in the field of large models [7]. AI Infrastructure and Innovation - The 4 trillion yuan investment will focus on essential infrastructure such as chips, servers, data centers, and AI technologies, which are crucial for supporting innovation across various industries [8]. - The development of the Tongyi Qianwen large model is highlighted as a key innovation driver, with a focus on reducing computational power consumption [9]. Open Source and Ecosystem Development - The Tongyi series of models is open-source, aiming to foster a thriving ecosystem and innovation across industries, with over 400 million downloads and more than 140,000 derivative models [10]. Impact on Service Industry - Alibaba aims to leverage technology to enhance service industry efficiency, with a focus on matching consumers and businesses more effectively [11]. - The company sees a significant growth opportunity in the service sector, estimating a market size exceeding 10 trillion yuan within the next two to three years [11]. Embracing Challenges and Opportunities - Alibaba views challenges in the AI landscape as opportunities for innovation, emphasizing the importance of human experience and service capabilities in manufacturing and service industries [12]. - The company is committed to using algorithms as tools for societal progress, focusing on how technology can address real-world problems [12].

Core Insights - The recent development in the food delivery and e-commerce sectors is characterized by a transformation rather than a competition, creating new opportunities for all stakeholders involved [1] - The growth in order volume and revenue in the food delivery sector has led to significant job creation, with businesses planning to expand their workforce in response to increased demand [1][2] - The rise of new service-oriented e-commerce is enhancing consumer convenience and driving a positive cycle of consumption and employment [2][3] Group 1 - The "new service industry e-commerce" is experiencing substantial market growth, significantly increasing consumption density and benefiting the entire supply chain [1] - "Wan Jia Zao An" reported a 30% increase in order volume and total revenue over the past two months, necessitating the hiring of additional staff across its 50 stores in Beijing [1] - The number of delivery orders at a specific station increased from approximately 4,000 to 9,000 in two months, leading to an increase in the number of riders from 100 to around 150 [2] Group 2 - The competitive landscape among platforms is enhancing consumer service accessibility, allowing for previously unachievable late-night consumption [2] - The emergence of new e-commerce models, such as Taobao Flash Purchase, is stimulating consumption and improving platform and merchant performance, as well as rider income [3] - The development of new service industry e-commerce is identified as a crucial method for promoting high-quality employment across various sectors, including logistics and manufacturing [3]