这轮外卖大战打了大半年，终于有了偃旗息鼓的迹象。 平台用天量级投入换回有限增长，半年合计打没了近千亿利润；商家们强撑着接单，堂食客单价跌至十 年前水平，毛利率不断下滑。 但多年搏杀带来最残酷的遗产，是整个餐饮行业已经共同接受了一套 更高性价比 的叙事。 2025 年 10 月餐饮产业大会上，美团核心本地商业 CEO 王莆中分享了一个判断： 餐饮行业正进入一 个 " 超级性价比 " 时代。 与此同时，消费者已经不满足于单纯的低价了。拼好饭和神枪手套餐测评成为互联网新晋流量密码，人 们借美食博主之口，表达了一种近乎凡尔赛的期待 —— 在足够便宜的同时，最好还能吃得安心、吃得体面、吃得不将就。 所以在超级性价比的后面，王莆中还说了一句， 性价比绝不应靠同行内卷，而是需要商家发挥结构性 成本优势、实现全方位经营水平提升。 如何实现？他提到了 更懂行业，更具可执行性 的 AI 工具 。 对餐饮行业来说，这不是一轮短暂的博弈，而是一场围绕一日三餐展开，缓慢却深刻的供给重塑。 错配的模型 餐饮消费需求朝着超级性价比这一 " 既要又要 " 的方向狂奔时，现实供给却远未反应过来。 在很长一段时间里，外卖只是堂食的附属选项，而不 ...

中新网北京12月27日电(记者 任思雨)有些声音，一旦种下，便能在记忆里发芽生根。 田震的歌声便是如此。它曾是许多人青春的背景音，是刻进DNA里的"执着"与"铿锵"。 在临近冬至的傍晚，我们在录音棚再次感受到了这种熟悉。田震穿着简单的黑色短袖与白色长裤，一首 接一首重唱着经典的旋律。 上一次她这样坐在话筒前准备个人演唱会，还是在21世纪初的冬天。 "24年，人生有几个24年？"她笑着感慨。 24载春秋，听歌的方式换了一轮又一轮，很多人好奇，一位曾站在乐坛巅峰的歌手，为什么突然选择暂 别，为什么又在这时，再次开启演唱会？ 田震。制 图：徐洋 记忆旋律 很长一段时间，那些记挂着田震的歌迷，只能在社交平台拼凑她的动态。 在长沙的江边，她坐在石阶上，乐滋滋地啃一根黄澄澄的玉米；在中卫的沙漠里，她惊讶于冰煮羊的鲜 美，和偶遇的小猫享受片刻的宁静；在淄博的街头，她专门找到歌迷"淄博大燕儿"开的小卖部，送上一 把吉他，鼓励她继续唱下去。 震社交平台 来源：田 在没有智能手机的时代，田震的声音曾通过电视、电台和CD，流淌进无数人的生活。有人形容，她的 歌声就像根植大地的一棵树，无论何时听，都能收获稳稳的力量。 《风雨彩虹铿锵 ...

"服务商是京东链接商家的关键纽带，长沙及周边产业带资源丰富，我们希望通过政策落地、案例共 享、工具赋能，让每一位伙伴都能抓住增长机遇。"京东相关业务负责人在会上表示。数据显示，刚刚 过去的2025年京东11.11，京麦服务市场已成为商家经营"生意助手"——订购商家数量同比增长超60%， 代运营服务订单量激增9倍，内容营销服务、广告工具订单量分别增长6倍、1.4倍，强劲增长背后，是 商家与服务商对高效协作的迫切需求。 政策+工具双管齐下，助力合作伙伴日销提升 会上，京东重点解读了几个领域的政策支持，为服务商与商家明确合作方向：内容生态层面，针对短视 频、直播运营痛点，推出流量扶持与内容能力认证双机制；广告政策则聚焦精准投放，通过数据工具助 力服务商为商家提升广告 ROI；私域运营方面，京东科技微电云提供从加粉、运营到转化的全链路京东 微信域营销解决方案。 服务商业务复盘及政策分享 京麦服务市场最新上线的商家需求撮合平台三期成为现场焦点。该平台通过智能分析商家经营实际情 况，精准推荐匹配的ISV软件工具与运营服务，进一步降低了商家选择服务商的专业门槛。"以前找服 务商要对比十多家，现在平台直接精准的推荐符合我们商 ...

责任编辑：何俊熹 新浪科技讯 12月17日晚间消息，今日，京东服务商合作交流会在长沙举办。数据显示，2025年京东 11.11期间，京麦服务市场订购商家数量同比增长超60%，代运营服务订单量激增9倍，内容营销服务、 广告工具订单量分别增长6倍、1.4倍。 会上，京东公布了2026年京麦服务市场 "京卓越" 评选三大升级方向。首先，分层考核精细化，在年度 评优基础上，新增金、银、铜牌季度动态考核，让不同阶段的服务商都能获得认可。其次，赛道覆盖更 精准，单独增设AI工具、秒送业务专属评优赛道，适配新业态发展，鼓励技术创新型服务商成长。最 后，评选导向重实效，从"看规模"转向"重质量"，新增服务效果类考核指标。 新浪科技讯 12月17日晚间消息，今日，京东服务商合作交流会在长沙举办。数据显示，2025年京东 11.11期间，京麦服务市场订购商家数量同比增长超60%，代运营服务订单量激增9倍，内容营销服务、 广告工具订单量分别增长6倍、1.4倍。 会上，京东公布了2026年京麦服务市场 "京卓越" 评选三大升级方向。首先，分层考核精细化，在年度 评优基础上，新增金、银、铜牌季度动态考核，让不同阶段的服务商都能获得认可 ...

Core Insights - The article discusses the activities and achievements of the Chip Distribution Club 2.0 over the past four months, focusing on how it has facilitated collaboration and information sharing among chip distributors in a complex market environment [1][3]. Summary by Sections Activities Delivered - The club has organized multiple events, including 3 offline salons, 4 offline dinners, and 2 new original courses totaling 4 hours, aimed at enhancing collaboration and understanding of market dynamics [2][4][17]. - The offline salons have focused on critical industry topics such as inventory management, quality control, and domestic production, with significant participation from members [4][6][8]. Member Engagement - Members have actively participated in discussions during salons, sharing their business directions and collaboration opportunities, creating a vibrant networking environment [10][26]. - The club has also introduced a dedicated mini-program that provides exclusive content, including market insights and operational strategies, to enhance members' decision-making capabilities [19][22]. Educational Content - The club launched a new course titled "Chip Distribution Practical Training," which includes live sessions and Q&A, focusing on practical strategies for business success in chip distribution [17][30]. - A total of 44 exclusive articles have been published, covering market trends and operational insights, helping members stay informed and make better business decisions [19][22]. Upcoming Events - An annual closed-door conference is scheduled for December 23, where members will share practical experiences on how to achieve profitability in a challenging market, including case studies of significant sales achievements [12][22]. Networking Opportunities - The club has successfully integrated informal gatherings, such as dinners, to foster deeper connections among members, with high demand for participation [16][26]. - The transition from a physical directory to a digital format in the mini-program allows members to easily access and connect with each other [26].

Group 1 - The average annual salary for CFOs in Hong Kong is 1.602 million RMB, while in mainland China it is 857,600 RMB, indicating that Hong Kong CFOs earn approximately 1.6 to 1.9 times more than their mainland counterparts [1][2] - In Hong Kong, 5.34% of CFOs earn over 5 million RMB annually, while nearly a quarter of mainland CFOs earn over 1 million RMB [1] - The salary structure in both markets shows a "high middle + high salary tail" pattern, with top-tier CFOs in leading companies earning several million or even tens of millions [1] Group 2 - Individual characteristics significantly influence CFO salaries, with male CFOs earning more than female CFOs in both markets, although top female CFOs demonstrate competitive salaries [1][2] - The age group of 40-55 years is the primary demographic for CFOs, with salaries increasing with age and experience; in Hong Kong, CFOs over 60 earn an average of 2.4563 million RMB [1][2] - Educational background and overseas experience are also linked to salary levels, with PhD CFOs in mainland China earning an average of 1.3004 million RMB, and those with overseas experience earning 556,000 RMB more than their counterparts without [1][2] Group 3 - Industry and company characteristics are key factors affecting CFO salaries; in Hong Kong, the "new economy + domestic demand" sectors (TMT, consumer, healthcare) lead in salary levels, with a median of around 1.2 million RMB [2] - In mainland China, the financial and real estate sectors offer the highest average salaries at 1.2241 million RMB, followed by healthcare and high-tech industries [2] - Company size and profitability are directly correlated with CFO salaries; companies with higher ROE see significant salary premiums, with CFOs in firms with ROE over 20% earning an average of 1.605 million RMB [2] Group 4 - The average salary for CFOs in AH-listed companies is 3.05 million RMB, reflecting a 15% increase from 2023, with leading companies showing a "high base + double-digit growth" trend [2] - The overall salary growth is expected to moderate, but the premium for top-tier CFOs and structural differentiation will continue; salary structures are shifting towards long-term incentives linked to ROE and cash flow [2] - The increasing importance of digital and AI capabilities is becoming a significant source of salary premiums, with the CFO role evolving into a strategic leader [2]

今年黑五网一促销季，美国市场线上销售增速高于线下。 "黑五"（即感恩节后开始的大促旺季）作为欧美市场最重要的促销节点，也是出海机构和商家一年中最重要的爆发期。 今年黑五，线上增速远超线下，为直播带货出海带来了机遇。另一方面，增长不及预期的中小商家在失利后迅速调整了明年的计划，部分商家甚至计划"回 流"。 内容平台影响力上升 整体看，今年黑五网一促销季，美国市场线上销售增速高于线下。 根据万事达卡 SpendingPulse的分析，11月28日黑五当天，美国零售额（不包括汽车）比 2024 年黑色星期五增长了 4.1%。其中，实体店零售额同比增长了 1.7%，电子商务零售额增长了10.4%，因为消费者越来越重视速度和便利性。 Adobe 发布的数据显示，12月1日网一（黑色星期五之后的第一个星期一，是黑色星期五的延续）当天，美国消费者在线消费总额达142.5亿美元，同比增长 7.1%，高于此前预测的142亿美元。 在出海机构看来，在美国市场发展直播带货与在国内发展有着明显不同，需要机构更加本地化。例如在品类上，国内双11和618的直播间大多销售大牌美妆 和家电等产品。在海外，品牌商品并非主力军，偏白牌或者品牌效 ...

Core Insights - Cheetah Mobile reported a total revenue of 287.4 million yuan (approximately 40.37 million USD) for Q3 2025, marking a year-on-year growth of 49.6% [1] - The company achieved its first operating profit in six years, with a Non-GAAP operating profit of 15.12 million yuan (2.12 million USD) [1] - AI and other business revenues reached 145 million yuan, showing a significant year-on-year increase of 150.8%, accounting for 50.4% of total revenue [1] Financial Performance - The gross profit for Q3 2025 was 214.4 million yuan (30.11 million USD), reflecting a year-on-year growth of 64.4% [1] - The gross margin for Q3 2025 was 74.6%, up from 67.9% in the same period last year [1] - Cheetah Mobile's cash and cash equivalents stood at 1.5973 billion yuan (approximately 224.4 million USD) as of September 30, 2025 [1] AI Business Growth - Revenue from AI robotics grew approximately 100% year-on-year and about 40% quarter-on-quarter [2] - The domestic voice interaction robots have shown consistent growth, becoming standard in various venues such as exhibition halls and museums [2] - Ufactory's lightweight collaborative robots have also contributed significantly to the growth of AI robotics revenue [3] Strategic Focus - The CEO emphasized that the company has returned to profitability, marking a substantial progress in its strategic transformation [3] - AI voice robot market demand remains strong, laying a solid foundation for achieving breakeven for the year [3] - The company plans to focus on maintaining profitability while investing in AI robots and tools for long-term growth [3]

Core Insights - Cheetah Mobile reported a total revenue of 287 million yuan (approximately 40.37 million USD) for Q3 2025, marking a year-on-year growth of 49.6% [1] - The company achieved its first operating profit in six years, with a Non-GAAP operating profit of 15.12 million yuan (2.12 million USD) [1] - AI and other business revenues reached 145 million yuan, showing a significant year-on-year increase of 150.8%, accounting for 50.4% of total revenue [1] Financial Performance - For the first three quarters of 2025, Cheetah Mobile's internet business generated a cumulative revenue of 459 million yuan, reflecting a year-on-year increase of 28.7% [1] - Adjusted operating profit for the same period was 68.2 million yuan, up 86.2% compared to the previous year, surpassing the total for 2024 [1] - Gross profit for Q3 2025 was 214 million yuan (30.11 million USD), a year-on-year increase of 64.4%, with a gross margin of 74.6%, up from 67.9% in the same period last year [1] Cash and Investments - As of September 30, 2025, Cheetah Mobile held cash and cash equivalents amounting to 1.597 billion yuan (approximately 224 million USD) [1] - The company also reported long-term investments of 761 million yuan (approximately 107 million USD) [1] AI Business Growth - Revenue from AI robotics grew approximately 100% year-on-year and about 40% quarter-on-quarter [2] - The domestic voice interaction robot segment has shown consistent growth, achieving around 100% year-on-year increase for two consecutive quarters [2] - The "Hunting Star Leopard Secret" AI guide robot received recognition from the Beijing Municipal Bureau of Culture and Tourism as an excellent case of technological innovation [2] Strategic Focus - Cheetah Mobile's CEO emphasized the company's return to profitability and the substantial progress in its strategic transformation [2] - The company aims to maintain profitability while investing in AI robotics and tools for long-term growth [2]

Core Viewpoint - The development of service consumption is essential for China's economic growth and is increasingly recognized as a necessary component for enhancing domestic demand and consumer spending [1][2]. Group 1: Economic Vitality - Service consumption is a key indicator of economic vitality, characterized by rich consumption levels, high frequency, broad reach, and sustainable growth [2]. - In the first ten months of this year, service retail sales increased by 5.3% year-on-year, outpacing the growth rate of goods retail sales [2]. - The thriving service consumption sector is expected to play a crucial role in driving high-quality economic development and expanding domestic demand [2]. Group 2: Innovation and Integration - "Business integration" is a core aspect of expanding service consumption, emphasizing the need for new service products and models that incorporate digitalization and AI tools [3]. - The current technological revolution and the trend of industrial transformation are driving the need for innovative service consumption that meets the personalized demands of new consumer groups [3]. - The service sector is viewed as a "testing ground" for social capital and private investment due to its diverse forms of innovation and integration compared to manufacturing [3]. Group 3: Employment Stability - The service sector is a significant area for job creation, with the proportion of per capita service consumption expenditure rising to 46.8% of total per capita consumption expenditure in the first three quarters of this year [4]. - The growth of service consumption contributes to employment stability, which in turn enhances residents' income and boosts their willingness to consume [4]. - Expanding service consumption requires ongoing efforts to broaden employment channels, increase employment flexibility, and improve worker income, thereby providing sustained momentum for domestic demand and consumption [4].