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新消费派 | 超长假“出走” 数据折射假期消费新动向
Xin Hua Cai Jing· 2025-10-09 14:25
多个平台数据显示,今年国庆、中秋假期,出行消费规模与品质体验均有明显提升。 新华财经10月9日电(杨子华) 10月1日至8日,国庆中秋8天超长假期激发出行消费热情。在好看、好吃和好玩的"诱惑"下,国内消费者走出家门甚至国 门,拥抱美食与美景。假期结束,多个生活服务类线上平台发布"十一"消费数据观察报告,一系列数字展现居民出行消费的热度。 "亿"起在路上,出行消费量价齐升 同时,出门逛逛的消费者更"舍得"花钱,愿意为优质体验付费。飞猪数据显示,假期出行的客单价同比去年提升14.6%。美团旅行数据显示,人均旅游消费 额同比提升 16.8%。滴滴平台数据显示,异地出行用户常驻地与目的地城市相距800公里以上的长线游打车需求同比去年上涨22%。银河证券研报指出,国 庆出行数据稳定增长的趋势下,年轻人消费观念的变化值得关注。 从全球串门到奔"县"躺平,出行半径延伸 长假期间,中国游客的出行热潮席卷全球,"中国的国庆节,世界的黄金周" "聚是一栋楼,散是满地球"等话题引发网友热议。美团旅行数据显示,出境跟 团游消费订单量较去年同期增长20%以上,包括日本、中国香港、中国澳门、俄罗斯、越南等地成为热门出境游目的地。 飞猪发 ...
国庆假期出行高峰将至,假期顺风车订单预计超1亿单
Di Yi Cai Jing· 2025-09-30 07:32
Core Insights - The upcoming National Day and Mid-Autumn Festival holidays are expected to drive a significant increase in travel demand across various transportation platforms [1][2] - The China Railway Shanghai Bureau anticipates a passenger flow of 3.65 million on September 30, 2024, marking a 6% increase compared to the same day in 2023 [1][2] Group 1: Railway and Road Traffic - The national railway system is projected to send 219 million passengers from September 29 to October 10, with October 1 expected to be the peak travel day [2] - High traffic pressure on highways is predicted to begin on September 30, with a small peak in travel expected from 9 PM to 1 AM [2] - The busiest highways on October 1 will be concentrated in the Yangtze River Delta, Guangdong-Hong Kong-Macao, and Beijing-Tianjin-Hebei regions [2] Group 2: Ride-Hailing and Carpooling - Hello's carpool service expects to handle 60 million orders from September 30 to October 8, with total industry demand surpassing 100 million orders [3][5] - Didi anticipates a significant increase in ride-hailing demand starting September 26, peaking on September 30, with demand expected to double compared to regular days [5] - The second peak for ride-hailing demand is projected for the Mid-Autumn Festival, with a 50% increase in demand compared to the days before the holiday [5] Group 3: Travel and Rental Services - Didi forecasts a 51% increase in intercity ride-hailing during the holiday, with cities like Lanzhou and Kaifeng seeing over 40% year-on-year growth in travel demand [6] - Didi's charter service orders are expected to grow by 187% year-on-year, with tourism and hotel transfers being key areas of demand [6] - Car rental bookings are projected to rise by 148%, with 70% of these being for intercity rentals [6] Group 4: Food and Beverage Trends - The upcoming holidays are also expected to boost food consumption at transportation hubs, with a 70% increase in keyword search volume for food at major train stations like Shanghai and Beijing [6]
嘀嗒出行再涨超23% 股价创去年7月至今新高 月内累计涨幅超230%
Zhi Tong Cai Jing· 2025-09-29 04:12
嘀嗒出行(02559)再涨超23%,盘中高见4.25港元,创去年7月至今新高,月内累计涨幅超230%。截至发 稿,涨20.35%,报4.14港元,成交额8329.79万港元。 消息面上,近日,嘀嗒出行公布AI大模型应用的一系列新进展,在自建大模型能力持续升级和全新大 模型聚合平台的双轮驱动下,嘀嗒出行正在重构业务发展的底层基座。目前,嘀嗒出行大模型应用已从 客服延伸至内容安全、产研创新、业务开发、智能办公等多个领域。此外,嘀嗒出行近期上线大模型聚 合平台"天枢系统",集成Deepseek、通义千问、豆包、混元大模型等10多个大模型,提供生成式AI能 力,协助日常办公,问题分析、代码提效等。同时,天枢系统还支持API对接AI模型处理接口,更好赋 能需要深度应用大模型的部门。 值得注意的是,嘀嗒出行中期业绩显示,公司上半年实现收入2.86亿元,经调整净利润1.36亿元,同比 增加4.7%;整体毛利率67%,其中广告及其他服务板块表现尤为突出,毛利率攀升至90.1%,较去年同 期提升6.9个百分点。截至2025年6月30日,嘀嗒出行注册用户增至3.95亿,认证车主超过1990万,同比 增长超10%。 ...
港股异动|嘀嗒出行大涨近23%创逾一年新高,本月已累涨超220%
Ge Long Hui· 2025-09-29 03:07
此外,嘀嗒出行近期上线大模型聚合平台"天枢系统",集成Deepseek,通义千问、豆包、混元大模型等 十多个大模型,为员工提供生成式AI能力,有力协助日常办公,问题分析、代码提效等。 嘀嗒出行创始人兼CEO宋中杰表示,嘀嗒出行将寻找和探索更多独立于顺风车之外的业务,提供更好 的、更智能、更个性化的车后服务,同时借助更多AI赋能,打造全新车后服务模式,进一步提升用户 体验。(格隆汇) 嘀嗒出行(2559.HK)盘中一度大涨近23%,最高触及4.23港元,创去年7月以来新高。该股本月迄今已累 计上涨超220%。 消息面上,嘀嗒出行此前公布中期业绩,实现收入2.86亿元,经调整净利润1.36亿元,同比增加4.7%; 整体毛利率67%,其中广告及其他服务板块表现尤为突出,毛利率攀升至90.1%,较去年同期提升6.9个 百分点。截至2025年6月30日,嘀嗒出行注册用户增至 3.95亿,认证车主超过1990万,同比增长超 10%。 ...
滴滴出行在深圳成立快驾智行科技公司
人民财讯9月26日电,企查查APP显示,深圳快驾智行科技有限公司成立,法定代表人为苏少辉,注册 资本为1000万元,经营范围包含:餐饮管理;代驾服务;商务代理代办服务;汽车拖车、求援、清障服 务;紧急救援服务;洗车服务等。企查查股权穿透显示,该公司由滴滴出行关联公司北京小桔科技集团 有限公司间接全资持股。 ...
滴滴开启公测AI助手“小滴” 并上线MCP服务
Mei Ri Jing Ji Xin Wen· 2025-09-26 07:06
每经记者|赵雯琪 每经编辑|陈俊杰 每经北京9月26日电(记者赵雯琪)滴滴宣布今日开启公测AI出行助手"小滴Beta v0.8版本"。该功能在 滴滴派单系统上,通过智能理解用户需求,为用户提供定制化的用车方案。记者了解到,小滴支持语音 和文字输入,交互、操作简单。用户对小滴说出需求,例如"明早送家人去机场,派一辆空间大、服务 好的新车""送我母亲去医院,希望车稳一点,尽量宽敞",小滴便会结合时间、路况等实时信息,整理 出匹配用户需求的最多3个车辆选项,由乘客手动确认后通知司机接驾。 同时,滴滴还同步上线了MCP服务(模型上下文协议)。AI开发者简单配置,即可快速接入滴滴出行 MCP,让自定义的智能体拥有自主规划出行方案、打车、实时查询订单及自动支付的能力,开发者还 可将滴滴MCP与其他领域MCP服务组合,探索更多应用场景。 ...
暖“夕阳”,护“朝阳”,一老一小消费忙
Sou Hu Cai Jing· 2025-09-26 00:15
Group 1: Silver Economy and Consumer Trends - The "silver economy" is a significant driver for improving livelihoods and transforming consumption patterns, with over 310 million people aged 60 and above in China, leading to a booming market for senior services [2] - The silver economy is projected to exceed 30 trillion yuan by 2035, indicating substantial growth potential in this sector [2] - Recent policies aim to enhance service supply for the elderly, focusing on training for caregivers and supporting the construction of facilities in culture, tourism, and healthcare [2] Group 2: Innovations in Elderly Services - Various regions are implementing tailored strategies to improve elderly service offerings, such as Zhejiang's encouragement of professional elderly care institutions and Henan's development of smart elderly service networks [2] - Private enterprises are also adapting to the needs of the elderly, with Didi Chuxing launching a "Didi Senior Version" app to facilitate easier transportation for older users [2][3] Group 3: Childcare Services and Market Potential - The childcare market is expanding, with nearly 30 million children under three years old in China, and policies are being introduced to strengthen the inclusive childcare service system [4] - Community-based childcare services are being developed, such as the "Baby House" initiative in Yinchuan, which provides embedded childcare services for families with young children [5] Group 4: Policy Support and Future Directions - The government is focusing on enhancing both supply and demand for childcare services, promoting community-based and family-oriented childcare solutions [6] - Recent initiatives aim to create a comprehensive "15-minute convenience living circle" that caters to both elderly and childcare services, reflecting a shift towards a more inclusive consumer landscape [6]
“曹操智行号”卫星成功发射 开启Robotaxi“天地一体”安全时代
智通财经网· 2025-09-25 01:33
未来,曹操智行平台的运营车辆将标配卫星应用产品及服务,有望解决当前自动驾驶在偏远地区等多场景下的信号盲区问题,加速自动驾驶商业化落地进 程。 曹操出行执行董事兼CEO龚昕曾指出:"安全是自动驾驶商业化的核心前提和终极考验。"为筑牢安全壁垒,曹操出行于7月22日与时空道宇达成深度战略合 作,共同探索卫星通信与高精度定位技术在自动驾驶车队管理中的应用。卫星终端设备装车后,时空道宇的航天技术可为曹操智行平台车辆提供两大关键能 力: 卫星通信安全冗余:车辆集成卫星通信能力,确保在运营区域内与控制中心持续保持可靠连接,为远程监控、调度和紧急干预提供坚实保障,提升极端情况 下的应急响应能力。 厘米级定位精度:通过融合卫星信号与地面基准站数据,配合车载高精度传感器,车辆位置误差可控制在极低水平,并保障在暴雪、暴雨等恶劣天气下定位 依然稳定可靠。 时空道宇自主建设并运营吉利星座,目前在轨卫星数量已增至64颗,实现除南北极外全球地表任一地点的实时通信覆盖,在传统地面网络覆盖不足或信号不 稳定的区域,可提供稳定、可靠的实时卫星物联通信服务,确保车辆与控制中心始终保持连接,提升运营安全边界。 9月24日,"曹操智行号"卫星成功发射 ...
纳指高开0.8%创新高,英特尔暴涨26%
Ge Long Hui· 2025-09-18 13:40
Group 1 - The Federal Reserve has lowered interest rates by 25 basis points as expected, leading to a positive market reaction with the Nasdaq up 0.8% and the S&P 500 up 0.42%, both reaching new historical highs [1][1][1] - Intel shares surged by 26%, reaching a new high, following Nvidia's announcement of a $5 billion investment in Intel to jointly develop PC and data center chips [1][1][1] - Novo Nordisk's stock rose over 6% after positive results from phase three clinical trials of its oral weight loss medication, showing an average weight reduction of 16.6% [1][1][1] Group 2 - Tesla's stock increased by over 1% after securing a large order for 10,000 Optimus 3+ humanoid robots, with Goldman Sachs raising its target price to $395 [1][1][1] - Via Transportation, a U.S. ride-hailing service company, saw its shares rise over 4% as it collaborates with Waymo to introduce autonomous taxis into the public transportation system [1][1][1]
美股异动丨VIA盘前涨4% 消息称其将与Waymo合作
Ge Long Hui A P P· 2025-09-18 12:28
格隆汇9月18日|美国出行服务公司VIA盘前涨4%。消息面上,公司据悉将与谷歌旗下的Waymo合作, 将机器人出租车引入公共交通系统,首批试点从亚利桑那州开始。 ...