【外卖大战留"后遗症"，上海市人大代表、美团副总裁毛方呼吁：告别补贴内卷，把钱投在AI与数字 化】#聚焦2026上海两会#上海市人大代表毛方在上海市十六届人大四次会议杨浦代表团审议现场直言， 去年互联网平台遭遇了史无前例的商战，外卖平台陷入被动开展大额补贴的局面。她呼吁政府应出台针 对性举措，叫停这类对行业发展无实质助益的内卷式大额补贴，推动平台把更多资金投入到AI技术研 发与商户数字化改造中，以产业升级赋能外卖行业高质量发展。（东方网 熊芳雨 汪伟秋） 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李思阳 【外卖大战留"后遗症"，上海市人大代表、美团副总裁毛方呼吁：告别补贴内卷，把钱投在AI与数字 化】#聚焦2026上海两会#上海市人大代表毛方在上海市十六届人大四次会议杨浦代表团审议现场直言， 去年互联网平台遭遇了史无前例的商战，外卖平台陷入被动开展大额补贴的局面。 ...

来源：证券日报 1月16日，NEWty2026天猫超级新品盛典在上海举办。盛典回顾了2025年亮眼新品增长成绩的同时，正 式发布了2026年优质新品扶持核心举措，同时公布涵盖百大年度新品的六大新品奖项，颁发年度商业人 物奖，并特别设立女性专项表彰，联动商业与公益，凝聚行业创新力量。 增长数据印证平台实力，新品驱动品牌增长 2025年，超过1600万款优质新品在天猫首发，新品规模创历史新高，超30000款优质新品成交破百万， 数量同比增长35%，新品整体实现34%的成交增长，充分彰显平台的新品孵化力与增长确定性。 盛典现场，行业标杆品牌们登台分享了独家的新品方法论。阿迪达斯讲述了通过新中式系列与天猫小黑 盒全球首发秀深度联动，实现了"即看即买"的新品爆发，25年销量较前两年增长超25倍。潘婷推出了蕴 含护肤级3A胜肽配方的胜肽泡弹发膜，联合天猫精准触达需求人群，新品上市后1个月内新增人群资产 破1亿，以功效创新与平台人群运营驱动了新品增长。以端侧AI Agent技术赋能创意生态，AMD连续三 年打造以中国文化为内核、AI生成技术载体的大众赛事，借力天猫推动"科技+艺术"新品落地消费场 景，建立起中国应用AI先锋 ...

1月16日，NEWty2026天猫超级新品盛典在上海举办。盛典回顾了2025年亮眼新品增长成绩的同时，正 式发布了2026年优质新品扶持核心举措，同时公布涵盖百大年度新品的六大新品奖项，颁发年度商业人 物奖，并特别设立女性专项表彰，联动商业与公益，凝聚行业创新力量。 增长数据印证平台实力，新品驱动品牌增长 天猫作为品牌新品首发第一阵地，增长势能强劲。2025年，超过1600万款优质新品在天猫首发，新品规 模创历史新高，超30000款优质新品成交破百万，数量同比增长35%，新品整体实现34%的成交增长， 充分彰显平台的新品孵化力与增长确定性。 盛典现场，行业标杆品牌们登台分享了独家的新品方法论。阿迪达斯讲述了通过新中式系列与天猫小黑 盒全球首发秀深度联动，实现了"即看即买"的新品爆发，25年销量较前两年增长超25倍。潘婷推出了蕴 含护肤级3A胜肽配方的胜肽泡弹发膜，联合天猫精准触达需求人群，新品上市后1个月内新增人群资产 破1亿，以功效创新与平台人群运营驱动了新品增长。以端侧AI Agent技术赋能创意生态，AMD连续三 年打造以中国文化为内核、AI生成技术载体的大众赛事，借力天猫推动"科技+艺术"新品落地消费 ...

Core Viewpoint - GE Healthcare is committed to the Chinese market, emphasizing its strategic importance and denying rumors of selling its business in China. The company has taken concrete actions to reinforce its presence, including significant investments in local R&D and production facilities [2][3]. Group 1: Strategic Actions - GE Healthcare has established the East Hemisphere Headquarters Innovation Center for MRI in Tianjin, marking it as the only system-level MRI R&D base outside the U.S. The company plans to invest 500 million yuan over the next five years for high-end MRI equipment localization [2]. - The company has adjusted its strategy in China to focus on "precision cultivation," which includes organizational restructuring and layoffs in non-core positions, affecting less than 5% of the total workforce [2][3]. Group 2: Recruitment Strategy - GE Healthcare maintains a "reduction and increase" recruitment strategy, with approximately 150 positions open in China since 2025, primarily in R&D, production, and digitalization sectors [3]. Group 3: Localization and Production - GE Healthcare has developed the largest production base in China, with six major production sites and seven factories across various cities. The Beijing base has achieved over 50% localization for MRI core components, while the Shanghai Zhangjiang factory produces 60% of global contrast agents [5]. - The company has launched the first phase of its Precision Medicine Industrialization Base in July 2025, focusing on high-end nuclear medicine production and key component localization [5]. Group 4: R&D Focus - R&D is a core component of GE Healthcare's strategy in China, with increased investments since 2025. The Tianjin MRI Innovation Center will focus on core components and cutting-edge AI technology [6]. - The Ver sana series ultrasound devices, developed in Wuxi, feature AI-assisted diagnostic systems, achieving over 60,000 units shipped globally in the first eight months of 2025 [6]. Group 5: Market Strategy - GE Healthcare has shifted its market strategy to focus on "replacement demand" as the Chinese market transitions from new equipment installation to equipment replacement. The company offers high-end CT/MR replacement solutions emphasizing precision, lower radiation doses, and efficient workflows [7]. - The company is also targeting grassroots healthcare through products like the Ver sana series ultrasound devices and the Precision Medicine Industrialization Base, addressing the need for local healthcare solutions [7].

Core Viewpoint - The company aims to rejuvenate its brand image and connect with younger audiences through cultural storytelling and innovative marketing strategies, particularly by utilizing online short dramas to convey its values and heritage [1][2]. Group 1: Cultural and Brand Strategy - The company believes that culture and innovation are key to revitalizing its traditional brand image and engaging consumers [1]. - The initiative to produce online short dramas is part of a broader strategy to communicate the company's values of "doing good and making good medicine" and to resonate emotionally with audiences [1][2]. - The company has established a "1+3" corporate culture system, which has matured to the point where it can be effectively communicated through creative formats like short dramas [2]. Group 2: Long-term Vision and Collaboration - The company prioritizes long-term cultural impact over short-term marketing gains, focusing on a clear plan for cultural narrative and brand communication [3]. - The company is exploring collaborations with various institutions to create culturally significant works that embody the spirit of traditional brands [3]. - The company maintains an open attitude towards cross-industry collaborations and innovative formats, adjusting strategies based on effectiveness [3]. Group 3: Digital Transformation and Business Expansion - The company has a clear plan for integrating AI and digital technologies into its operations, aiming to enhance traditional processes and develop new digital business avenues [4]. - The company intends to expand its business into areas such as traditional Chinese medicine and the broader health sector, while also considering advanced fields like synthetic biology and gene therapy [4]. - The company emphasizes quality and cultural values in every product it develops, ensuring alignment with its mission and heritage [4].

Core Insights - The report emphasizes the transition of the cross-border logistics industry from "scale expansion" to "efficiency and value competition," highlighting the critical role of AI and digitalization in this transformation [1][26]. Industry Overview - The cross-border logistics market is projected to reach 2.79 trillion yuan by 2025, with cross-border e-commerce expected to exceed 18 trillion yuan, growing faster than overall foreign trade [1][38]. - The total number of enterprises in the industry is over 176,000, with a growth rate of 8.73% expected by 2025, indicating a slowdown in growth [1][43]. - 81% of enterprises are concentrated in coastal provinces such as Guangdong, Shanghai, and Shandong, with Guangdong leading [1][48]. Key Challenges - The industry faces challenges such as homogenized competition, increased compliance thresholds, and high costs, making the traditional "low-price competition" model unsustainable [2]. Customer Insights - Amazon sellers predominantly use FBA (65%), with a significant increase in self-ship sellers, particularly in North America and emerging markets like Brazil [3][58]. - Alibaba International sellers show strong demand in North and South America, with a notable increase in high-quality sellers [4][71]. - Traditional foreign trade sellers benefit from the "Belt and Road" initiative, with a significant increase in sea freight demand [5][79]. Core Trends - The industry is guided by six major trends: compliance and branding, high-value product demand, emerging platforms, supply chain localization, deep AI integration, and high average order value strategies [6][10][11][27]. - Compliance and brand recognition are becoming increasingly important, with over 40% of Amazon sellers being brand sellers [6][26]. - High-value categories such as home goods and beauty products are driving logistics upgrades [7][27]. - Emerging platforms like Temu and TikTok Shop are identified as new growth points, with Southeast Asia and Latin America showing significant potential [8][27]. - The demand for overseas warehouses is expected to reach 3,500 by 2025, covering an area of 45 million square meters [9][27]. - AI is enhancing customer acquisition efficiency by four times and reducing the onboarding cycle to three days [10][27]. Case Studies and Conclusion - Logistics companies utilizing AI tools have seen a fivefold increase in potential customers and an efficiency boost from 20% to 80% in customer acquisition [12]. - The future direction of the industry is towards a "fully visible supply chain + collaborative ecosystem + AI decision-making," with early adopters of digitalization gaining a competitive edge [12][26].

Core Viewpoint - The company remains optimistic about the advertising investment potential from daily consumer goods clients, which have shown strong growth momentum in recent years [1][2]. Group 1: Advertising Revenue and Client Segmentation - Daily consumer goods clients have contributed nearly 7.6 billion yuan in revenue for the company in 2024, accounting for approximately 62% of total revenue, the highest proportion in nearly a decade [1]. - Following daily consumer goods, the internet services, automotive, and entertainment sectors are the only other industries contributing over 5% to revenue, with internet services contributing 1.133 billion yuan, representing 9.24% of total revenue [1]. - The beverage sector holds the largest revenue share within daily consumer goods, followed by food, alcoholic beverages, cosmetics, and pharmaceuticals, all of which achieved double-digit growth in 2024 [1]. Group 2: Future Growth Drivers - The company identifies three main growth drivers for future profitability: 1. Increased urban coverage density through the expansion of quality resource points both domestically and internationally [2]. 2. Empowerment through AI and digital capabilities to enhance operational efficiency and customer service [2]. 3. Steady international expansion into emerging markets with localized operational models [2]. Group 3: Acquisition Strategy - The company announced a plan to acquire 100% of Chengdu New Trend Media Group for an estimated value of 8.3 billion yuan, which focuses on outdoor video and print advertising in middle-class communities, complementing the company's existing resources [2][3]. - The acquisition is expected to enhance the company's scale and service offerings, providing better coverage and reach for advertising clients [3]. - The company aims to drive growth through a dual strategy of deepening local market penetration while exploring international opportunities tailored to local market characteristics [3].

Group 1: Company Performance - In Q1 2025, the company achieved a revenue of 285,774.10 million CNY, a 4.70% increase year-on-year [6] - The net profit attributable to shareholders in Q1 2025 was 113,517.31 million CNY, reflecting a 9.14% year-on-year growth [6] - For the year 2024, the company reported a revenue of 12,262 million CNY, with a year-on-year growth of 3.01% and a net profit of approximately 51,550 million CNY, up 6.80% [8] Group 2: Strategic Initiatives - The company aims to enhance its media resource coverage density and structure through the expansion of quality resource points both domestically and internationally [7] - The integration of AI and digital capabilities is a focus, aiming to improve operational efficiency and customer service [7] - The company is pursuing a dual strategy of "local deepening + global expansion" over the next three to five years [3] Group 3: Market Position and Trends - The domestic advertising market saw a slight increase of 1.6% in 2024, while Q1 2025 experienced a minor decline of 0.4% [8] - The company maintains a strong operational resilience and platform value compared to industry averages [8] - Daily consumer goods remain the largest client segment, expected to continue driving revenue growth [3] Group 4: Shareholder Returns - Since returning to A-shares in 2015, the total amount of dividends and buybacks has reached approximately 32 billion CNY [4] - The company plans to enhance dividend frequency and maintain a focus on market dynamics and shareholder feedback [4] Group 5: International Expansion - The company has established a presence in key global regions, including South Korea, Thailand, Singapore, and others, with nearly 180,000 media devices overseas [2] - In 2024, the company achieved double-digit growth in both point scale and revenue in overseas markets [2]

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