记者看到，帮外卖员送外卖的群体以阿姨为主，看上去年纪在50岁左右，也有零星的几名男性，他们有 些是阿姨的丈夫，与阿姨一起接力配送外卖。 就在深圳达到一天中最高温34度的时候，记者在深圳华强北赛格大厦楼下看到一群戴着帽子、手提外卖 袋子的阿姨来来回回。她们在从事一份工作——帮外卖员跑"最后一百米"送外卖。 从上午11点到午后1点半，记者在赛格大厦楼下总能同时见到10个左右的阿姨。有阿姨向记者介绍，这 里至少有几十个阿姨在送外卖。华强北不止赛格大厦需要阿姨送外卖，在相隔100米左右的电子科技大 厦，到了午后1点，记者在楼下也见到了5名阿姨同时在招揽生意。"这栋楼就差不多有30个人在送外 卖。"电子科技大厦楼下，一名阿姨表示，她认为在华强北送餐的阿姨不止100个。 【#阿姨在华强北给外卖员送外卖#，#几人接力代送外卖日赚近千元#】#代送外卖阿姨一单赚2元#国内 有1000多万名外卖骑手，但从事送外卖工作的人不止这1000多万名骑手。 6月10日中午，记者在深圳华强北赛格大厦见到的每一个送餐阿姨都知道演员闫妮近期在华强北拍送外 卖戏份的事。真实的戏份则发生在她们自己身上。 阿姨帮外卖员送外卖的价格十分透明，每单2元。 ...

根据配送时长，有人会在中午赚几十块钱，有的几个人接力一天赚近千元。 国内有1000多万名外卖骑手，但从事送外卖工作的人不止这1000多万名骑手。 6月10日中午，记者在深圳华强北赛格大厦见到的每一个送餐阿姨都知道演员闫妮近期在华强北拍送外卖戏份的事。真实的戏份则发生在她们自己身上。 就在深圳达到一天中最高温34度的时候，记者在深圳华强北赛格大厦楼下看到一群戴着帽子、手提外卖袋子的阿姨来来回回。她们在从事一份工作——帮外 卖员跑"最后一百米"送外卖。 从上午11点到午后1点半，记者在赛格大厦楼下总能同时见到10个左右的阿姨。有阿姨向记者介绍，这里至少有几十个阿姨在送外卖。华强北不止赛格大厦 需要阿姨送外卖，在相隔100米左右的电子科技大厦，到了午后1点，记者在楼下也见到了5名阿姨同时在招揽生意。"这栋楼就差不多有30个人在送外 卖。"电子科技大厦楼下，一名阿姨表示，她认为在华强北送餐的阿姨不止100个。 记者看到，帮外卖员送外卖的群体以阿姨为主，看上去年纪在50岁左右，也有零星的几名男性，他们有些是阿姨的丈夫，与阿姨一起接力配送外卖。 阿姨帮外卖员送外卖的价格十分透明，每单2元。外卖员急匆匆地扫码付钱，阿姨急匆 ...

Group 1 - The scale of new employment forms, represented by delivery riders and ride-hailing drivers, is continuously expanding due to the acceleration of digital technology updates and the exploration of new business scenarios by platform companies since 2025 [1][6] - The latest data indicates that there are over 12 million ride-hailing delivery workers in China, with food delivery riders covering more than 2,000 county-level cities, making it a significant channel for job absorption [6] - In Yiyang, a delivery station plans to expand its workforce from 450 to over 500 riders due to rapid business growth, reflecting the increasing demand for delivery services in the county-level economy [4] Group 2 - The government has increased the number of pilot provinces for occupational injury protection for new employment forms to 17, and multiple platform companies are testing pension insurance for these workers [8] - Didi has recruited over 770,000 new drivers nationwide since April 2025, with significant recruitment in key regions such as Guangdong, Fujian, and Zhejiang, and has allocated 1 billion yuan for driver subsidies and rights protection [9]

Group 1 - The core viewpoint emphasizes the integration of market regulation and grassroots governance to support the high-quality development of emerging industries in Urumqi City, Xinjiang [1][2] Group 2 - The establishment of a comprehensive party committee for "small, individual, and specialized" businesses aims to enhance leadership and clarify responsibilities, with the implementation of the "three meetings and one lesson" system [1] - A total of over 400 individual annual reports have been serviced, and more than 500 policy promotions have been distributed to support "small, individual, and specialized" businesses [2] - The "small, individual, and specialized" party committee has organized activities to support new employment groups, such as delivery riders, by addressing their needs and enhancing their sense of belonging [2]

Core Insights - Meituan's subsidiary, Keemart, has officially launched in Saudi Arabia, marking the company's entry into the international market for its "front warehouse + instant retail" business model [1] - The launch of Keemart is part of Meituan's broader strategy to expand its footprint in the rapidly growing instant retail sector, which is expected to see increased competition [1][6] Group 1: Market Entry and Strategy - Meituan's previous experience with its food delivery service, Keeta, in Saudi Arabia has laid a foundation for the launch of Keemart, providing insights into local market conditions and consumer behavior [2][3] - CEO Wang Xing emphasized the company's commitment to deepening its presence in the Saudi market, with Keeta already covering all major cities with populations over one million [4] - Meituan plans to replicate its successful business model in Saudi Arabia and Brazil, viewing both markets as significant growth opportunities [4] Group 2: Market Potential and Competition - Saudi Arabia boasts a high internet penetration rate of 90%, creating a favorable environment for online retail growth [5] - The grocery delivery market in Saudi Arabia is experiencing rapid growth, with a projected compound annual growth rate (CAGR) of 18.2%, expected to reach $2.8 billion by 2028 [6] - The demand for instant delivery services is increasing, particularly among the younger population, which constitutes 63% of the total population [9] Group 3: Competitive Landscape - The instant grocery delivery market in Saudi Arabia is competitive, with local players like Hunger Station and Jahez already established, alongside new entrants like Rabbit Mart [9][14] - Meituan's Keemart will face challenges from both local competitors and other international companies, including Dingdong Maicai, which has also targeted Saudi Arabia for expansion [10][12] - Dingdong Maicai has reportedly shifted its strategy to avoid direct competition with Meituan in the C-end instant retail space due to high operational costs and complex local market dynamics [12][13]

新浪科技讯 5月27日上午消息，5月26日晚美团发布了2025年第一季度财报，在随后的电话会议上，美 团创始人兼CEO王兴谈及美团海外业务时表示："沙特外卖业务于去年9月启动，到现在已经有半年多 了，运营状况非常不错，已经在沙特好几个城市开展，业务拓展也会覆盖更多的发达城市。我们已经宣 布进入巴西的计划，承诺在未来五年投入10亿美元支持该项目的发展。" "很多人总是说其他市场跟中国市场相比很小，这样说是不公平的。如果我说，当前全球最大的市场是 中国和美国，大家都同意，但全球还有那么多的国家和地区，如果将海外几个不同的国家和地区的市场 综合起来，应该是比中国和美国的市场要大得多。每个国家的市场，每个的市场都是不同的，我们需要 评估当下机会。长远来看，我们认为可以把成功的经验复制到沙特和巴西，这两个市场也提供了绝佳量 增长机会。总体而言，我们对于全球外卖配送的增长潜力充满有信心，这不仅涉及到餐厅食品的配送， 还涉及到更广泛的配送。"王兴总结道。（罗宁） 责任编辑：杨赐 王兴认为，美团核心的系统能力是应对海外市场竞争的优势所在，"在过去，我们通过深耕国内的餐饮 外卖业务，从零到一建立了支撑我们当前超过6000万日单 ...

Core Viewpoint - The article discusses the challenges faced by delivery riders in China regarding social insurance, highlighting the complexities of their employment status and the inadequacies of the current social security system [1][11][13]. Group 1: Social Insurance Challenges - Despite recent policies favoring flexible employment groups, delivery riders still encounter difficulties in accessing social insurance, including challenges in enrollment, transfer, and benefits [1][11]. - The current social insurance system is characterized by inconsistencies, particularly in provincial management, which complicates the transfer of benefits for riders who move across provinces [11][12]. - The mismatch between the short working duration of riders and the long contribution periods required for pension eligibility creates further barriers, leading many to prioritize immediate income over long-term benefits [12][13]. Group 2: Employment and Financial Status of Delivery Riders - As of 2023, there are over 13 million delivery riders in China, with significant representation from platforms like Meituan and Alibaba's Ele.me [8]. - The average monthly income for delivery riders is reported to be 6,803 yuan, which is higher than the average for blue-collar workers, yet many riders face financial instability and debt [9][10]. - A significant portion of riders (62.94%) are in debt, with common reasons including housing, vehicle purchases, and family responsibilities, indicating a need for stable cash flow [10]. Group 3: Need for a Robust Social Security System - The article emphasizes the necessity of a strong social security system to address the financial vulnerabilities of delivery riders, suggesting that government intervention is essential to prevent widespread poverty among the elderly [6][12]. - The lack of financial literacy among riders further complicates their ability to make informed decisions regarding retirement planning, underscoring the importance of a structured social insurance system [4][5]. - The article advocates for reforms in the social security system to better accommodate the unique needs of delivery riders, including nationwide coordination and flexible policies [13].

Core Insights - The data from Meituan's delivery riders in 2024 showcases a thriving industry, with an average of 3.36 million active riders per month, forming a large and efficient delivery network essential for urban life [1] Income and Employment Trends - There is a significant income disparity among Meituan riders, which attracts diverse demographics. In first-tier cities, high-frequency riders earn an average of 11,547 yuan per month, while riders in lower-tier cities see a notable income growth, with an average of 8,757 yuan, reflecting a 12% increase from Q3 [1][2] - The overall income of Meituan riders is competitive compared to the average income in their respective cities. For instance, in Guangzhou, the average monthly income of high-frequency riders exceeds the local urban residents' disposable income by 34% [2] Company Initiatives and Social Impact - Meituan has implemented various measures to protect rider rights and stabilize their numbers, including a "fatigue prevention" mechanism to limit working hours and an "overtime no penalty" policy to reduce work pressure [3] - Since July 2022, Meituan has been paying occupational injury insurance for riders in seven pilot provinces, contributing a total of 1.4 billion yuan, with plans to expand coverage [3] - The stable growth in the number of Meituan riders reflects the platform's vitality and social responsibility, creating numerous job opportunities and promoting a positive economic cycle [3]

作 者 | OJRB Investment Research 编译 | 华尔街大事件 Uber( NYSE: UBER )率先推出众包叫车服务，并已发展成为该领域的全球领导者。自 2009 年由特拉维 斯·卡兰尼克创立以来， Uber已拓展至在线餐饮、食品零售、包裹递送和货运代理服务。如今， Uber的业 务覆盖 全球 15,000 多个城市，每月平台活跃用户 (MAPC) 数量达 1.71 亿，年总订单量达 1,800 亿美 元。 Uber 是一家由供给驱动的网络效应企业。最终，客户需要的是 1.) 优质的服务、2.) 较低的等待时间以及 3.) 合理的价格。为了实现这些目标，平台需要拥有强大的司机网络。作为全球最大的司机网络，Uber 无 疑为客户提供了最佳服务。随着司机网络的不断壮大，这种情况将会得到改善。 Uber 互操作的配送和出行平台是其竞争优势的关键。在供应端，双平台允许司机通过多种创收方式最大 化其收入潜力，包括外卖配送、杂货提货/配送、包裹递送和网约车服务。这种可选性激励了更多司机使 用该平台。例如，Uber 出行平台司机的首次出行中有 20% 来自快递员。Uber 不断增长的深厚客户群也 ...

作者丨 Julia Ostian 编译 | 华尔街大事件 Uber （ NYSE： UBER ）的 2025年第一季度业绩报告 在市场引发强烈反应，其股价在盘前交易 中下跌逾4%。 Uber 公布的 营收为 115.3 亿美元，略低于 116.2 亿美元的市场预期。但坏消息也仅此而已。其 他方面都好于预期。每股收益为 0.83 美元，超出预期 60% 以上。调整后息税折旧摊销前利润 (EBITDA) 达到创纪录的 19 亿美元（同比增长 35%），自由现金流超过 23 亿美元。Uber 的净 现金也首次转为正值，从一年前的负 11 亿美元转为正值 4.01 亿美元。 此外，首席执行官达拉·科斯罗萨西强调，公司不满足于"良好"，而是追求"卓越"，并指出本季度 业绩表现强劲，包括新品发布、合作伙伴关系拓展以及创纪录的利润率。团队并未对收入未达预 期的情况辩解，而是强调了持续的出行增长、高用户参与度以及强劲的国际扩张。首席财务官普 拉尚特·马亨德拉-拉贾（Prashant Mahendra-Rajah）明确阐述了公司的优先事项：在不牺牲自动 驾驶汽车、外送和全球市场增长投资的情况下，推动利润率的可持续增长。 除其他 ...