Core Points - Taobao Flash Sale and Ele.me have launched a new upgraded autumn delivery uniform for their riders, providing free full sets of new uniforms, helmets, and delivery boxes to approximately one million urban riders [1] - The companies have announced a series of upgrades to the urban rider incentive and protection system, including social security subsidies of 50% or more for all riders nationwide, special heat protection insurance, and increased support for riders in need [1][6] - The new uniforms emphasize functionality and practicality, made from high-performance 3L composite fabric that is windproof, breathable, and water-resistant, exceeding national standards [1][4] Uniform Features - The new uniform includes a right sleeve pocket for storing critical information such as blood type, allergens, and emergency contacts, enhancing safety in emergencies [2] - The accompanying delivery box has a capacity of 43L, is waterproof and insulated, and features a theft-proof lock, while the helmet is designed for improved impact resistance [4] - The uniform allows for personalized expression with a Velcro area on the back for riders to customize text [6] Incentive System Upgrades - The urban rider protection system has been upgraded to include subsidies for pension and medical insurance, with a maximum subsidy rate of 100% [6] - The "Orange Intent Program" will further incentivize acts of kindness without a cap and provide educational assistance for riders' children, along with increased support for riders in difficult situations [6] - The platform will invest more in rewarding safe riding practices and enhance the rider safety rescue product system [6]

▲资料图 图据视觉中国 色彩之争： 红星新闻记者在巴西圣保罗法院官网上看到，当地时间8月18日上午，中国网约车巨头滴滴出行旗下的 海外外卖平台"99Food"，在该法院正式起诉刚刚入驻巴西的中国外卖巨头美团旗下海外平台Keeta，指 控对方商标侵权及不正当竞争。 在起诉书中，红星新闻记者看到，99Food指控Keeta使用与99Food相似的配色、图案和字体，"Keeta企 图通过'搭便车'方式窃取99Food的成功成果"，故请求法院下令Keeta更换标识。 对此，接近美团的知情人士向红星新闻记者确认，美团方面注意到了这起诉讼。针对这起诉讼，该知情 人表示："其实在这起诉讼之前，双方还有过两起诉讼，不过这两起都是Keeta起诉99Food方面，目前一 起官司法院已经对99Food签发了禁令，另一起还未判决。"这位知情人士还认为，99Food提起指控"不过 是为了对冲前两起官司引发的舆情的做法。 "99黄"杠上"美团黄" 红星新闻记者看到，在这份长达47页的诉状中，99Food的指控主要集中在认为Keeta标识侵权方面。其 中提到，99Food方面认为，Keeta使用的品牌颜色、图形和字体与99Food高度相似 ...

Group 1 - The core idea of the news is the implementation of a random inspection initiative called "You Order, I Check" by the Urumqi Market Supervision Bureau to ensure food safety in the takeaway restaurant sector [1][2] - The initiative involves consumer representatives inspecting popular takeaway restaurants with high online order volumes and numerous complaints, focusing on various food safety aspects [1] - Inspections include checking business licenses, food safety permits, food expiration dates, health management of staff, and hygiene conditions in food preparation areas [1][2] Group 2 - The overall food safety status of beverage shops was found to be good, with complete information disclosure and staff holding valid health certificates [1] - Issues identified during inspections included the presence of flies, improper storage practices, and unsanitary conditions, which were addressed on-site by enforcement personnel [1] - The Market Supervision Bureau plans to continue the "You Order, I Check" initiative to enhance food safety oversight and increase public awareness and participation in food safety [2]

如果"闪拼"能借支付宝的流量与饿了么的履约体系形成协同，或许能在美团拼好饭的"城墙"上敲开一道 缝。 【#传阿里推出外卖特价拼团对标拼好饭#】阿里本地生活在"外卖大战"白热化阶段将再落一子。 Tech星球独家获悉，口碑将推出外卖美食特价拼团业务"闪拼"，会以小程序的形式内嵌在支付宝App 中，目前该业务小程序已完成开发，择日上线。 闪拼的出现，应该是阿里卡位外卖性价比市场的一次尝试，通过"特价拼团"模式切入价格敏感型用户群 体。这种"低价+社交裂变"的打法，既能吸引学生、下沉市场用户，又能通过"拼单凑单"提升客单价， 弥补传统外卖单量增长放缓的短板。 目前市场中存在的相似业务有美团的拼好饭，自2020年推出以来，其增速处于快速增长的状态。官方的 数据显示，在2024年二季度，其单日订单量峰值成功突破800万单，再到2025年7月12日订单量破3500 万。美团核心本地商业板块CEO王莆中直言，"拼好饭是一项极具价值的创新举措"。 但从业务自身看，社交裂变虽为"闪拼"的核心增长逻辑之一，可支付宝社交属性弱于微信，如何另辟蹊 径补齐短板将是一道需要解决的难题。 而且，美团拼好饭凭借庞大订单量，在商家议价、配送成本 ...

8月19日，美团旗下国际外卖品牌 Keeta 正式在卡塔尔首都多哈上线。 Keeta 卡塔尔总经理刘霁丹表示，公司希望通过提供便捷可靠的配送服务来支持《卡塔尔国家愿景2030》（QNV2030），同时与本地企业合 作，触达更多客户。 刘霁丹表示："卡塔尔对我们来说是一个极其重要的市场，不仅因为这里拥有充满活力的餐饮文化，更因为卡塔尔在数字创新与便捷生活方面 的前瞻愿景。我们的目标不仅是送餐，更是助力卡塔尔数字经济的整体发展。" 日前，卡塔尔投资促进局（Invest Qatar）首席执行官谢赫·阿里·阿勒瓦利德·阿勒萨尼率团访华，在北京开展了一系列高规格商务交流活动。 访问期间，卡塔尔代表团与美团副总裁朱文倩举行了战略性会谈，围绕美团旗下国际业务 Keeta 在海湾地区尤其是卡塔尔的布局与发展进行 深度交流。谢赫·阿里·阿勒瓦利德·阿勒萨尼阁下表示，Invest Qatar 将为 Keeta 提供全方位支持，包括协助对接当地商业资源、优化政策环 境、提供市场推广支持，助力 Keeta 将美团的数字生活生态成功引入卡塔尔市场。 *以上内容来自人民网，文章标题"Chinese food delivery platf ...

Investment Rating - The report maintains an "Outperform" rating for JD.com Inc (9618.HK) with a target price of 167 HKD, reflecting a 12x PE for 2026 [4][9]. Core Insights - JD's retail business continues to improve operational efficiency, with a significant increase in daily takeaway orders during the 618 shopping festival, which is expected to accelerate retail growth [1][13]. - The revenue for Q2 2025 reached 356.7 billion RMB, marking a year-on-year increase of 22.4%, the highest growth rate in three years [10]. - Non-GAAP net profit for Q2 2025 was 7.4 billion RMB, down 49% year-on-year, primarily due to investments in the takeaway business [12]. Financial Summary - Total revenue projections for JD.com are adjusted to 1,332.36 billion RMB for 2025, with a growth rate of 15% [4]. - Non-GAAP net profit estimates for 2025 are set at 26.54 billion RMB, reflecting a significant decrease from previous forecasts [4]. - The gross profit margin for Q2 2025 was 15.88%, indicating a continuous improvement in operational efficiency over 13 consecutive quarters [12]. Business Segment Performance - JD Retail's operating profit for Q2 2025 was 13.9 billion RMB, up 37.9% year-on-year, with an operating profit margin of 4.5% [11]. - The logistics segment reported an operating profit of 2 billion RMB, down 10.3% year-on-year, with an operating profit margin of 3.8% [11]. - New business operations incurred a loss of 14.8 billion RMB in Q2 2025, reflecting increased investments in the takeaway sector [11]. User Engagement - Active user numbers and shopping frequency both grew over 40% year-on-year, indicating strong customer engagement and retention [10].

据羊城晚报，8月20日，一广东网友发视频称，自己点"拼好饭"外卖，在骑手送餐时被当面说"狗饭"。 当事人感觉被冒犯，遂打电话询问骑手：为什么要说"狗饭"？骑手称："我们叫惯了，我们平台都叫狗 饭。"面对当事人的进一步询问，该骑手称："有病就别吃，你退款。" 对此，新浪科技询问美团客服，美团客服表示，美团未排查到相关订单，经核实，非拼好饭订单，也不 是美团骑手。 责任编辑：李思阳 ...

自2024年9月正式进入沙特阿拉伯，Keeta充分展现了产品实力和技术优势，以更优质的外卖服务赢得了 越来越多本土用户的青睐，并为当地餐饮商户带来额外的线上订单增长。目前Keeta已成为沙特阿拉伯 市占前三的玩家。 该品牌已在沙特阿拉伯20个城市提供服务 7月底，Keeta在沙特阿拉伯完成了服务范围的进一步拓展——在原本9个核心城市的基础上新增覆盖11 个城市，在沙特阿拉伯20个城市提供服务，基本完成全域覆盖。 【深圳商报讯】（记者 陈姝）当地时间8月19日上午11时，美团旗下国际外卖品牌Keeta正式在卡塔尔 首都多哈上线。这是继沙特阿拉伯之后，美团国际化业务在中东市场的又一重要突破。 Keeta方面表示，卡塔尔是Keeta在中东市场的第二站。卡塔尔作为世界上人均GDP最高的经济体之一， 其外卖市场具有巨大的增长潜力。 ...

Group 1 - Meituan's international food delivery brand Keeta officially launched in Doha, Qatar on August 19, marking a significant expansion in the Middle East market after Saudi Arabia [2] - Qatar is identified as the second market for Keeta in the Middle East, with a high growth potential in its food delivery sector due to being one of the highest GDP per capita economies in the world [2] - Since its entry into Saudi Arabia in September 2024, Keeta has demonstrated product strength and technological advantages, gaining popularity among local users and increasing online orders for local restaurants [2] Group 2 - Keeta has become one of the top three players in the food delivery market in Saudi Arabia, following its successful service expansion [2] - As of late July, Keeta expanded its service coverage in Saudi Arabia from 9 core cities to an additional 11 cities, achieving service availability in 20 cities across the country [2]

文 | 万棱镜，作者｜沐风，编辑｜小峰 当京东、美团、饿了么把国内"外卖江湖"搅得血雨腥风的时候，一个中国留学生创办的海外外卖平台已 经打穿全球，在四大洲、100座城市，干到了年交易额10亿美元。 大三那年，他和几个同学在校园搞了个送外卖的小项目，帮学生点附近饭店的餐。那时候国内外卖刚起 步，美团还没打进宁波，但他已经察觉到："吃饭这个事儿，很可能是个刚需生意。" 这个留学生叫刘科路，创办了熊猫外卖（HungryPanda），主打海外华人市场，只送中餐、不做国内， 偏偏就靠一口中国味，卷出了一个全球盈利的独角兽。 刘科路是安徽阜阳人，今年刚满30岁。他没有名校镀金光环——本科读的是宁波诺丁汉大学，研究生也 没读完；没有投资圈背景——早期回国融资被拒个遍，三顾茅庐才拿下英国VC第一笔融资。 他靠的是什么？靠死磕，靠熬，靠精准拿捏中餐外卖需求，从一间英国出租屋出发，用8年时间把中餐 送到了全球。 现在的熊猫外卖：日订单10万+，覆盖全球4大洲；平台骑手8万+、合作商户10万+；年交易额破10亿美 元；2024年在全球市场实现盈利；已获融资2.75亿美元，估值过10亿美金。 刘科路研究生延毕、拒绝安稳人生，在最卷的 ...