粤供优选：守护 校园"舌尖上的 安全"_南方+_南 方plus 凌晨时分，坐落 于河源和平的广 东供销农产品直 供配送和平服务 中心的食品检测 中心依旧灯火通 明，工作人员在 实验室里仔细检 测着每一批即将 送往校园的蔬 菜、水果和肉 类。检测合格的 食材立即装箱， 冷链车随即启 程，将这批新鲜 食材送往全县的 学校食堂。从源 头严控食品质 量，这不仅是粤 供优选的使命， 更是保障国家的 未来健康成长的 重要举措。 配送和粤港澳大 湾区供应链平 台，形成了一套 稳定、可追溯的 食材供应体系。 广东供销农产品 股份有限公司运 严格检测 把好食品安全第 一关 每到夜晚，配送 中心的工作人员 便开启了一天的 忙碌，从点货、 安全检测，到分 拣、码放、配 送。在这座城市 沉睡时，这些食 品安全的"守夜 人"正以高度的 责任心，确保每 一位学生的餐桌 安全。 据介绍，粤供优 选的蔬菜配送体 系主要依托广东 供销农产品直供 营经理王宜指 出，配送的食材 主要来自广东供 销农产品直供配 送和粤港澳大湾 区供应链平台， 所有食材经过严 格筛选。"目 前，我们主要服 务于教育系统， 为学校食堂提供 新鲜、安全、可 追溯的食材。 ...

优步(UBER.US)20250507 摘要 • 优步第一季度业绩亮眼，总预订额与行程量同步增长，经调整 EBITDA 达 19 亿美元，同比增长 35%，自由现金流为 23 亿美元，创历史新高，出行 和送餐业务均表现强劲。 • 优步与 Waymo 合作在奥斯汀投放自动驾驶汽车，初期运营指标健康，用 户满意度高，车辆平均使用率超过 99%的奥斯汀司机，计划扩大规模至亚 特兰大及其他地区。 • 优步观察到出行价格弹性与以往相似，价格上涨会对交易量产生负面影响， 但消费者逐渐适应稳定价格，消费习惯随之改变，公司对合理定价策略感 到满意。 • 美国出行市场竞争激烈，国际市场面临 Bolt、DK&D 等竞争对手，但优步 仍保持行业领先地位。美国送货市场竞争同样激烈，但营收、利润率以及 杂货和零售业务均实现强劲增长。 • 优步预计第二季度营收和盈利能力将实现更强劲增长，为下半年旺季奠定 基础。公司致力于提供优质服务，推动未来发展，并已制定明确战略和更 高远目标。 Q&A 优步在 2025 年第一季度的财务表现如何？ 优步在 2025 年第一季度开局强劲，尽管面临着贸易和经济政策方面的种种纷 扰。月活跃用户数增长了 14 ...

Core Viewpoint - Chengdu is actively promoting its economic development through the establishment of three new centers aimed at enhancing local enterprises and attracting quality businesses, ultimately striving to build a stronger industrial ecosystem known as the "industrial forest" [4][5][8]. Group 1: Establishment of New Centers - The Chengdu Private Economy Development Promotion Center, Chengdu Investment Promotion Center, and Chengdu Market Scene Innovation Promotion Center have been established since November last year to foster local economic growth [4][5]. - These centers emphasize a dual approach of nurturing local enterprises while attracting external investments to enhance the city's industrial capabilities [5][8]. Group 2: Economic Goals and Strategies - Chengdu aims to increase its economic capacity and improve its per capita GDP ranking among major cities in China, as it currently ranks ninth despite having a GDP that exceeds one-third of the provincial total [5][6]. - The city has received approval for its land spatial planning, which outlines its core functions as a major economic hub [5]. Group 3: Support for Local Enterprises - The centers are designed to assist local companies by addressing their challenges and optimizing the business environment, with over 100,000 enterprises visited as part of this initiative [8][11]. - The private economy contributes approximately 50% of Chengdu's economic output and 60% of its tax revenue, highlighting the importance of supporting local businesses [8][11]. Group 4: Economic Performance and Growth - In the first quarter of 2025, Chengdu's GDP growth rate reached 6.0%, leading among major cities in China, with significant contributions from the private sector and emerging industries [11][12]. - The private economy's added value grew by 6.2%, and new investments in high-tech manufacturing and services showed promising growth rates of 14.6% and 12.4%, respectively [11][12]. Group 5: Innovation and Project Development - Chengdu has implemented new regulations to ensure that government projects incorporate new products and technologies, fostering innovation [10]. - The city has successfully attracted significant projects, with 331 major projects introduced in the first quarter, totaling an investment of 295.9 billion yuan [12].

Core Insights - The tourism market is experiencing unprecedented heat ahead of the "May Day" holiday, with significant growth in long-distance travel, cross-border tourism, and county-level tourism [1] - Local cultural and tourism departments are actively implementing consumer-friendly policies, such as Sichuan's issuance of 68.115 million yuan in tourism vouchers [1] Tourism Market Trends - Cross-city accommodation orders exceed 80% due to the "4 days off, 11 days on" holiday strategy, with inbound travel orders increasing by 173% year-on-year [1] - High-star hotel consumption in county areas has surpassed that in high-tier cities, indicating a shift in consumer preferences [1] Innovative Services in Tourism - Instant delivery services are becoming a new focus in the cultural tourism industry, addressing challenges such as luggage management for travelers [3] - SF Express has launched the "Easy Travel" project in Hangzhou and Sanya, providing luggage delivery services that cover transportation hubs, hotels, scenic spots, and commercial areas [3][4] Customer Experience Enhancement - The "Easy Travel" service allows tourists to send their luggage directly to designated locations, improving their travel experience by eliminating the burden of carrying luggage [4] - The service includes over 100 storage points and 24-hour unattended storage options, enhancing customer satisfaction [4] Cultural Tourism Innovations - The rise of "New Chinese-style" tourism is highlighted by the increasing popularity of Hanfu experiences, with over 3,000 Hanfu stores expected in Xi'an by February 2025 [4] - SF Express has introduced a "Hanfu return" service to streamline the return process for tourists, ensuring timely and safe returns of rented Hanfu [4][5] Market Growth Opportunities - The integration of instant logistics services in the cultural tourism sector is seen as a unique value proposition, enhancing consumer engagement and providing growth opportunities for businesses [6] - The "delivery and return" model is gaining traction, with a significant increase in customers utilizing these services, indicating a growing trend in the tourism industry [5][6]

去年6月，郑州市二七区京广路街道联合饿了么外卖平台共同打造"暖心e站——新就业群体党群服务中 心"，为骑手提供综合性活动阵地。"暖心e站"设有休息区、心理咨询室和法律咨询室；实行助"新"行 动，制定新就业群体成长与支持服务清单，为新就业群体提供安全培训、职工权益、法律援助等服务。 畅通配送"最后一百米" 随着快递物流、外卖送餐等新业态的迅猛发展，骑手等新就业群体已成为服务市民生活、助力基层治理 的一支重要力量。 为了推动新就业群体从"治理对象"转变为"治理主体"，我省以建设"暖心驿站"为抓手，努力实现以心 暖"新"，解决他们生活中的急难愁盼问题。同时，创新基层治理模式，聘请骑手担当移动网格员，将新 就业群体纳入社会治理体系。这一探索，不仅提升了社会治理的效能，也让新就业群体成为基层社会治 理的参与者，实现了新就业群体与城市的双向奔赴。 "暖心驿站"提升城市温度 4月29日上午，郑州市管城回族区绿都广场C栋写字楼，上班族在排队等电梯。 "绿都广场有3栋写字楼，有5000多人在这里工作。"绿都物业负责人介绍，写字楼里多为从事自媒体、 信息通信等新兴职业的年轻人，因此，来这里送外卖和送快递的"小哥"也多。 绿都物业 ...

4月30日，记者从最高人民法院获悉，为进一步贯彻落实"支持和规范发展新就业形态"重大部署，回应 司法实践需求和社会关切，在"五一"国际劳动节到来之际，最高人民法院围绕网约货车领域新就业形态 劳动关系认定标准，聚焦新就业形态劳动者受到损害和致人损害责任承担规则，发布4个新就业形态劳 动者权益保障典型案例，依法妥善保护劳动者、受害者、企业等各方权益，促推平台企业、平台经济健 康有序发展。 据最高人民法院介绍，本批案例着力明晰以下内容： 第一，参照适用新就业形态劳动争议专题指导性案例认定标准，案例1"某运输公司诉杨某劳动争议 案"明确，企业与网约货车司机之间存在用工事实、构成支配性劳动管理的，应当认定存在劳动关系， 依法保障网约货车司机享受劳动权益。 第三，妥善审理劳动者执行工作任务受到损害案件，案例3"冯某诉某物业公司身体权纠纷案"，强调人 民法院在处理相关案件时应当充分考虑新就业形态人员职业伤害保障的制度功能，确保案件处理结果与 有关试点制度安排相向而行。依法支持劳动者关于第三人承担民事赔偿责任的请求，明确第三人的侵权 责任不因劳动者获得新就业形态人员职业伤害保障待遇而免除或者减轻，筑牢职业安全"防护网"。 第 ...

案例1"某运输公司诉杨某劳动争议案"明确，企业与网约货车司机之间存在用工事实、构成支配性劳动管理 的，应当认定存在劳动关系，依法保障网约货车司机享受劳动权益。 第二，依法审理涉新就业形态责任保险合同纠纷案件 案例2"某餐饮配送公司诉某保险公司责任保险合同纠纷案"明确，认定是否属于相关责任保险中约定的"业务有 关工作"，应当依据保险合同约定的具体理赔情形，结合法律规定、企业经营范围、劳动者从业类型、从事有 关行为对于完成业务工作的必要性及是否受企业指派等因素综合考量。鼓励企业通过购买商业保险，保障遭受 职业伤害的新就业形态劳动者及因劳动者执行工作任务造成损害的第三人，及时获得救济，分散企业风险，推 动新业态经济健康规范发展。 第三，妥善审理劳动者执行工作任务受到损害案件 案例3"冯某诉某物业公司身体权纠纷案"，强调人民法院在处理相关案件时应当充分考虑新就业形态人员职业 伤害保障的制度功能，确保案件处理结果与有关试点制度安排相向而行。依法支持劳动者关于第三人承担民事 赔偿责任的请求，明确第三人的侵权责任不因劳动者获得新就业形态人员职业伤害保障待遇而免除或者减轻， 筑牢职业安全"防护网"。 第四，妥善审理劳动者执行 ...

Core Insights - The instant delivery industry in China is experiencing rapid growth, with order volume reaching 42 billion in 2023 and expected to exceed 48 billion in 2024, moving towards a trillion-level market [1] - The growth is driven by a combination of diversified traffic channels, integration with instant retail, expansion of food supply, digitalization in lower-tier markets, and the application of new technologies like AI and drones [1][2] - SF Express is leading the industry by connecting upstream traffic and demand through a unique independent third-party position, enhancing service models, and advancing AI and unmanned delivery technologies [1][4] Industry Trends - The instant delivery sector is projected to continue its rapid expansion, with significant contributions from AI and unmanned technologies that enhance operational efficiency and service quality [2][4] - The integration of green and sustainable practices is becoming a core part of the operational framework, with SF Express adopting electric vehicles and AI-driven logistics systems to reduce carbon emissions [2][5] Company Initiatives - SF Express has successfully implemented unmanned vehicle delivery across multiple regions, achieving over a thousand active routes monthly, significantly improving delivery efficiency [4] - The company has reported a 98% usage of green transportation methods in its delivery operations, saving 2.42 million tons of carbon emissions [5] - SF Express is committed to social responsibility, with a focus on creating a supportive ecosystem for its delivery personnel, including safety training and welfare initiatives [6][7] Future Outlook - SF Express aims to maintain its position as an independent third-party instant delivery service, leveraging its full-service network and exploring new models empowered by AI and unmanned technologies [8] - The company is focused on building a collaborative ecosystem that benefits consumers, merchants, and society, contributing to high-quality development in the instant delivery industry [8]

4月27日，京东在"京东黑板报"公众号发布重磅消息：未来三个月，京东计划招聘10万名全职骑手。不仅为骑手全额缴纳五险一 金，还承诺在满足基本出勤量的前提下，入职前 3个月全职骑手每月至少能拿到5000元保底工资。这一举措不仅为骑手提供了丰厚 的福利，还为京东的业务发展注入了新的活力，引发了市场的广泛关注。 送外卖送成正式工 京东3个月得花多少钱？ 不同地区的五险一金最低缴纳基数不同，京东如果要全额承担骑手的五险一金，则需缴纳骑手个人和企业缴纳两部分。若以济南市 2024年社保缴费基数下限4416元/月测算，京东每为一名骑手全额缴纳五险一金，平均每个月花费1600元左右哦。10万名骑手三个月 费用总计为：10万x 1600元/月x 3个月=4.8亿元。 再加上全职骑手入职前3个月享受至少5000元/月的保底工资，按10万名骑手计算，三个月总费用为：10万 x 5000元/月x 3个月=15亿 元。二者相加，总支出约20亿元人民币。再加上骑手还可以享受法定福利假日、年假、家礼、体检、带薪病假、爱心基金等多项福 利。这次京东大手笔"豪赌"即时配送业务，可见其决心要在配送业务中"分一杯羹"。 （京东APP上的全职骑士 ...

Industry Rating - The industry investment rating is maintained at "Outperform" [1] Core Insights - High-growth companies in ride-hailing, digital freight, and instant delivery platforms are expected to deliver significant returns, with business volume and revenue growth around 20% and operating profits increasing substantially [3][4] - As competition stabilizes, operating leverage will lead to greater growth in operating profits, with companies like Manbang Group and Meituan projected to see substantial profit increases in 2024 [4][5] - The rising penetration rates in ride-hailing, digital freight, and instant delivery are expected to drive revenue and gross profit growth of approximately 30% for leading companies in 2024 [5] Summary by Sections Growth Logic - Revenue growth and declining expense ratios are key drivers for profit growth, with companies like Manbang Group benefiting from rapid revenue increases and improved monetization rates [14][17] - The report highlights that the faster the revenue growth and the quicker the expense ratio declines, the more significant the profit growth potential [16] High Growth in Leading Companies - In 2024, leading companies in ride-hailing, freight platforms, and instant delivery are expected to see high growth in operating profits, with Didi Chuxing turning profitable [19][23] - The operating profit growth rates for these companies are significantly higher than their gross profit growth rates, indicating effective cost management [23] Operating Leverage - The report notes that the increase in operating profit growth is due to a decrease in sales, management, and R&D expense ratios, showcasing the effect of operating leverage [28][31] - As leading companies solidify their market positions, their expense ratios are expected to stabilize, further enhancing profit margins [28][46] Revenue and Market Penetration - The revenue growth for leading companies is primarily driven by increases in business volume, with many companies outpacing industry growth rates [39][41] - The rising market penetration rates in various segments, such as ride-hailing and digital freight, are contributing to revenue growth exceeding overall market growth [44] Monetization Rates - Manbang Group's monetization rate is on the rise, which is expected to accelerate revenue growth compared to competitors whose monetization rates are stabilizing [49]