5月9日，享道出行宣布完成超13亿元人民币C轮融资。获得融资后，享道出行计划将个人出行业务 延伸至海外市场，同时深耕企业出行业务。Robotaxi业务上，享道出行计划在上海打造L4级别 Robotaxi车队，预计2026年内车队规模达到200台。 ...

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 ...

员工发展方面，嘀嗒出行于2021年发起"小喇叭"计划，鼓励公司员工成为内训师。截至目前，嘀嗒的员 工内训师已策划并分享培训视频共计近300场，涵盖 产研、运营、合规法务、营销等多个业务领域。 新浪科技讯 5月8日下午消息，近日，嘀嗒出行发布上市之后的首份ESG报告——《嘀嗒出行2024年环 境、社会、管治报告》，报告从环境、社会、管治三个方面，回顾了嘀嗒出行在碳减排、知识产权保 护、安全与用户生态治理、员工发展培训、顾客满意度、社区公益、商业道德等十多个议题的进展。 在助老出行方面，过去几年，嘀嗒出行推出诸多便捷老年人打车的产品机制，出租车助老小程序已在全 国70多个城市开通，可实现一键叫车，添加常用目的地，添加亲情账号等。同时，嘀嗒出行为多个城市 出租车95128电话叫车系统提供技术支撑，助力出租车行业更好发挥民生保障价值。 在致股东信中，嘀嗒出行创始人&CEO、董事长宋中杰表示，嘀嗒出行在长期主义原则的指导下，坚持 做长期有价值的事，实现了商业价值和社会效益双赢。"我们顺风车模式不仅有效缓解道路拥堵并且直 接带来减碳效应，同时通过平台规则引导，促进私家车主和乘客平等互助的合乘同路关系，激发更多人 通过共享 ...

美股开盘，道指跌0.73%，标普500指数跌0.97%，纳指跌1.19%，特斯拉(TSLA.O)开跌2.0%，其4月在英 新车销量同比下降62%，为两年多来最低水平；小马智行(PONY.O)开涨8.2%，公司与Uber(UBER.N)宣 布达成战略合作，旗下Robotaxi服务和车队将在今年下半年接入Uber平台。 ...

Group 1: Travel and Transportation Trends - The travel demand during the May Day holiday reached a new high, with an estimated 1.467 billion people traveling from May 1 to May 5, averaging 293 million daily, a year-on-year increase of 8% [2] - Didi's ride-hailing demand during the holiday increased by 17% compared to last year, marking the hottest May Day holiday on record, with intercity ride-hailing demand rising by 29% [2] - The top three scenarios for ride-hailing demand were dining, major transportation hubs, and shopping areas, with significant increases in demand for tourist attractions, hotels, and pet services, rising by 30%, 28%, and 27% respectively [2] Group 2: Emerging Consumer Preferences - The leisure camping orders surged by 390% during the May Day holiday, while club and exhibition-related orders increased by over 200% [3] - The trend of "changing outfits for travel photography" became popular among younger consumers, with ride-hailing demand for travel photography locations increasing by 54%, half of which came from users born after 2000 and 1995 [3] - Concerts and various events significantly boosted ride-hailing orders, with specific concerts and festivals leading to demand increases of over 300% [3] Group 3: Rental and International User Trends - Didi's car rental orders grew by 13% during the May Day holiday, with over 70% of orders coming from users born in the 1990s and 2000s [4] - The number of ride-hailing orders from inbound users surged by 75% year-on-year during the holiday period, driven by international events such as the Canton Fair and the Shanghai International Auto Show [6]

Group 1: Trade and Market Developments - The trade volume between China and Arab countries has exceeded $400 billion in 2024, marking a growth of over 10 times from $36.7 billion in 2004 [2] - Chinese products such as electric vehicles, home appliances, and smartphones are increasingly popular among Arab consumers, while Arab products like dates and olive oil are well-received in China [2] Group 2: Company Performance and Strategies - Midea Group's overseas market OBM business has grown by 40% year-on-year, with e-commerce sales increasing by over 50% [2] - Anker Innovations reported a revenue of 24.71 billion yuan in 2024, a year-on-year increase of 41.14%, with a significant growth of 184% in its energy storage business [4] - Didi has launched overseas car-hailing services in 11 countries and 26 cities to cater to domestic users traveling abroad [4] Group 3: Strategic Partnerships and Innovations - Toyota has entered a strategic partnership with Waymo to accelerate the development and deployment of autonomous driving technology [4] - Microsoft CEO Satya Nadella stated that up to 30% of the company's code is generated by AI, highlighting the increasing role of artificial intelligence in software development [5] Group 4: Industry Trends - The home appliance sector is adapting to new tariffs imposed by the U.S., with companies taking measures to mitigate impacts through overseas inventory and production adjustments [2] - Stone Technology is expanding its overseas market management team to enhance marketing efforts for its washing machine business [6]

文 ｜ 姜娅 陈聪 杨清朴 杜一帆 刘济玮 今年以来我国消费政策全面升级创新，近期细分领域政策相继出台，政策体系逐步完善。近日国家税务总局发布离境退税管理 办法修订细则，三方面推动前期离境退税"即买即退"推广政策落地：①备案流程简化、时间缩短、资质放款，退税商店扩容覆 盖更广阔中小商家；②提额度+降起退点拓宽价格带场景，优质国货商品有望受益；③进一步提升退税便利度。根据我们测算 乐观假设下离境退税市场潜在空间近千亿级别，有望进一步提振消费扩大内需。建议密切关注政策效果显现，潜在受益板块包 括：传统零售板块中经营能力强、调改转型领先企业、消费基础设施和相关运营商、出行服务提供商、景区目的地。 ▍ 离境退税管理办法修订细则发布，"即买即退"推广加速落地。 4月2 6日国家税务总局发布关于修改《境外旅客购物离境退税管理办法（试行）》的公告，从推动退税商店增量扩容、丰富退 税商品供给、提升离境退税服务水平3个方面提出8条政策举措，有望推动"即买即退"推广加速落地。具体来看： 2）额度优化拓宽场景，品类明晰下优质国货受益。 额度上，单笔消费退税上限从5万元提升至1 0万元，现金退税限额从1万元 上调至2万元，起退点从同 ...

与会嘉宾展开深入探讨： 深化与升级中阿之间科技创新与产业合作 海南日报全媒体记者 王培琳 科技与创新在中阿双方合作中发挥着什么作用?未来，如何进一步深化与升级中阿之间的科技创新 与产业合作? 4月28日，在中国—阿拉伯国家合作论坛第十一届企业家大会暨第九届投资研讨会"深化科技创新 驱动产业升级"专题研讨会上，来自中阿双方的各界代表齐聚一堂，共同展开深入探讨。 阿卜杜拉·达尔马基表示，电子商务可以推动中国和阿拉伯国家之间的数字经济发展，譬如现在提 倡建立数字丝绸之路，中国目前有这样的技术可以促成中阿之间技术合作一体化。 在交通出行方面，滴滴出行政府事务副总裁陈楠表示，滴滴2021年9月已经进入埃及市场，接下来 滴滴将用AI优化埃及的交通系统，提高交通效率，降低城市整体拥堵率。 "在阿拉伯国家，我们认为中国是阿拉伯国家一个非常重要的合作伙伴，"阿卜杜勒·瓦哈卜·格尼姆 坦言，中国有很多工业城市、物流城市、人工智能中心等，中阿合作可以帮助阿拉伯国家发掘利用自身 优势，譬如光伏、太阳能等，双方也有必要通过建立产业园区的模式深化合作。 在中阿合作方面，天津泰达投资控股有限公司副总经理刘德胜介绍，由该公司投资建设的中埃· ...

Core Insights - The Qianhai Shekou Free Trade Zone has achieved significant economic growth, with foreign trade import and export value increasing from 71.2 billion to 537.98 billion yuan by 2024, averaging over 25% annual growth [1][2] - The zone has introduced 882 institutional innovation achievements, with 104 being replicated nationwide [1] - A series of key investment projects have been launched, including the Deep Hong Kong Cell Valley and the first wholly foreign-owned hospital in China [4][5] Economic Performance - The total foreign trade import and export value for 2024 is projected to reach 537.98 billion yuan, accounting for 72% of the Guangdong Free Trade Zone and nearly 6% of the entire province [2] - Cumulative actual foreign investment from April 2015 to December 2024 is 38.157 billion USD, representing 47.1% of Shenzhen's total and 16.3% of Guangdong's actual foreign investment [2] - Annual fixed asset investment has grown from 11.72 billion yuan before the establishment of the zone to 71.12 billion yuan in 2024, achieving over sixfold growth [2] Innovation and Development - The Qianhai Free Trade Account has surpassed 1 trillion yuan in cumulative transaction volume, with nearly 80% of cross-border receipts involving Hong Kong [3] - The annual container throughput at the port has increased from 9.94 million TEUs in 2015 to 15.989 million TEUs in 2024, totaling 117 million TEUs [3] - The establishment of the first cross-border data verification platform between mainland China and Hong Kong is set to enhance financial services for small and micro enterprises [3] Talent and Legal Framework - Qianhai has implemented policies to facilitate the employment of Hong Kong and Macau residents without the need for work permits, and has introduced tax incentives for high-end and scarce talents [3] - The Qianhai Court has the highest number of cases adjudicated under Hong Kong law in the country, and the Shenzhen International Arbitration Court has handled disputes totaling over 100 billion yuan for three consecutive years [3] Key Projects - The Deep Hong Kong Cell Valley project is the first practice of allowing foreign investment in human stem cells and gene diagnosis and treatment technology in Guangdong Free Trade Zone [5][6] - The Green Leaf Medical wholly foreign-owned hospital project is the first of its kind to be established following the release of the pilot program for expanding foreign investment in the hospital sector [6]

截至4月25日收盘，如祺出行（09680.HK）报9.810港元，较上个交易日下跌1.9%，当日盘中最低价触 及9.810港元，创近一年新低。 资金流向方面，当日主力流入5.398万港元，流出5.404万港元，净流出0.01万港元。 如祺出行是中国行业领先的出行科技与服务公司。公司致力于搭建全方位、立体化的出行科技解决方案 及服务体系。公司的业务包括(i)出行服务,主要包括网约车及Robotaxi服务;(ii)技术服务,主要包括人工智 能数据及模型解决方案以及高精地图;及(iii)为司机及运力加盟商提供全套支持的生态服务。公司具备整 合汽车和出行服务行业丰富资源的独特优势,这一优势使公司有别于公司的竞争对手。公司由广汽集团 和腾讯联合发起创立,其后引入一家领先的自动驾驶解决方案供应商小马智行作为战略股东。公司拥有 不同行业背景的股东,丰富了公司于整个出行行业服务价值链上主要利益相关方的市场洞察力及见解。 广汽集团作为全国顶尖整车集团,随着公司的智慧出行业务的发展及增长,为公司提供不懈支持。领先的 互联网服务提供商腾讯在平台运营和市场开拓方面为公司持续赋能。小马智行与公司在创新举措上无缝 合作,为公司在自动驾驶 ...