滴滴上新增家政频道上了热搜。 近期，不少滴滴用户在打开APP打车的时候发现其悄然上线了家政频道，宣传的79元3小时服务远低于市场价格，颇具吸引力。和以往推出新品要经过盛 大的发布会宣发不同，这次滴滴的家政服务在悄然之间覆盖了41个城市，服务涉及衣鞋清理到全屋保洁，从收纳整理到除虫除螨各个细分领域，这家曾经 在美股上市，市值近千亿美元的出行巨头，正在放下身段将触角伸向社会最底层的琐碎领域。 有意思的是，不止滴滴这一家出行巨头放下身段杀入家政行业，美团和京东这两个巨头也进入该赛道。美团上49元的保洁秒杀以及京东69元干洗3件衣鞋 且免费收送的服务已经征服了不少消费者。 互联网大厂为什么会不约而同地卷向"辛苦钱"的市场？这或和各大平台用户增长放缓有关，这些曾经他们无暇顾及的辛苦钱市场，被寄予希望成为新的增 长点，甚至成为培养高频用户的基池。这样的业务扩张，是一场"标准化的算法"与"非标准的人性"之间的正面碰撞。 京东、滴滴、美团等互联网大厂集体杀向家政，核心是看中万亿级增量市场+高频流量入口+业务协同闭环+数字化改造空间，同时借助自身运力、流量、 供应链与技术优势，补全本地生活版图并寻找新增长点。 家政的万亿市场 ...

Core Insights - JD.com announced a significant investment of 22 billion yuan over the next five years to build 150,000 "Xiao Ge Homes" for delivery workers, utilizing leasing, self-construction, and housing security funds as support methods [2][18] - The initiative aims to provide housing security for delivery riders and couriers, addressing their needs and enhancing their stability in urban environments [5][21] Group 1: Employee Welfare and Retention - JD.com has already provided 28,000 housing units for frontline employees, with the new goal indicating that at least 200,000 employees will benefit from this initiative in the future [5][21] - The company emphasizes that retaining employees is crucial for operational success, as the quality of service and order timeliness depend on the workforce [6][24] - By meeting the genuine needs of employees, JD.com aims to create a sustainable workforce that can drive the growth of its delivery services [8][24] Group 2: Business Strategy and Market Positioning - JD.com is redefining the delivery business model from a focus on algorithms and subsidies to a model centered on supply chain efficiency and service quality [10][26] - The company leverages its established supply chain advantages, which have been built since 2007, to enhance its competitive edge in the local lifestyle market [10][26][27] - JD.com's approach contrasts with other platforms that primarily focus on short-term gains through subsidies and commission-based revenue [9][31] Group 3: Long-term Vision and Industry Impact - The investment in employee welfare is seen as a long-term strategy that could reshape the competitive landscape of local services, moving away from cost-cutting measures [15][31] - JD.com’s commitment to employee well-being is expected to foster a positive cycle where improved service quality leads to greater customer satisfaction and loyalty [31][32] - The initiative serves as a reminder to the industry that true competitive advantage lies in creating value rather than merely focusing on immediate profits [15][32]

Core Insights - Douyin App is currently in the gray testing phase for a new service called "My Express," which allows users to manage logistics within the app [2] - The service is integrated into the "My Wallet" section, enabling users to perform express inquiries, shipments, and returns in one place [2] - Currently, the service supports logistics queries and shipments only for Jitu Express, but the interface has been designed to accommodate multiple express services in the future [2] - This new feature aims to create a closed-loop experience for users, allowing them to browse, pay, track logistics, and handle shipments/returns seamlessly, thereby reducing the need to switch between different platforms [2] - The introduction of this service is seen as a strategic move by Douyin to enhance its local life ecosystem and address fulfillment gaps [2]

Core Insights - JD.com has opened its first Seven Fresh Food MALL in Harbin, which has seen a threefold increase in foot traffic and nearly 100% shopping conversion rate within two months since its opening [1] - The daily orders for takeout have doubled, positively impacting all partnered restaurant brands [1] Expansion Strategy - JD.com plans to expand the Seven Fresh Food MALL concept starting from Harbin, with a strategy to move from north to south across various cities [1] - The company is currently in discussions with over ten cities, including new first-tier, second-tier, and third-tier cities, aiming for multiple store openings in each city [1] Business Model Integration - From the second phase of the project, JD.com will combine the Seven Fresh Food MALL with Seven Fresh Kitchen, enhancing operational synergy [1] - This integration aims to provide a comprehensive local living ecosystem, connecting in-store and home delivery experiences [1] - The price range for Seven Fresh Food MALL is set between 30-50 yuan, while Seven Fresh Kitchen targets a lower price range of 10-20 yuan, catering to different consumer segments [1] - The strategy includes optimizing costs through a fully integrated supply chain, allowing for shared resources in ingredient procurement, kitchen usage, and delivery [1]