本报讯 （闫梦雪 张宇熠） 8月15日，饿了么"随手拍"在常州上线。该功能上线后，全市6000余名全职 专送骑手将化身"移动探头"，在日常取送餐过程中发挥社会化监督作用。骑手可通过蜂鸟骑手APP"安 全卫士"入口，对发现的商户环境脏乱差、实际经营地址与证照不符等食品安全隐患随手拍摄上传。平 台依据线索提醒商户整改，并同步将问题移交市场监管部门核查反馈。 为激励专送骑手参与，上报线索的骑手可获得公益时、现金等分级奖励。常州是省内首个落地该创新项 目的城市。常州市内共有近4.3万家餐饮经营主体，其中1.8万余家为网络餐饮。此举创新融合监管部 门、行业党委、平台企业及外卖骑手等多方优势，构建"商户自治—平台共治—监管施治"三层治理闭 环。据悉，常州还将与饿了么借助AI赋能，探索与钉钉生态深度结合的"明厨亮灶2.0"等项目合作，实 现"共治+提效"一站式闭环。 ...

包括1688、AliExpress、阿里巴巴国际站、阿里巴巴集团、阿里健康、阿里云、橙狮体育、钉钉、大 麦、饿了么、飞猪、高德、盒马、虎鲸、蚂蚁集团、夸克、淘宝、淘宝闪购、天猫、通义千问、闲鱼、 支付宝（按首字母排序）在内，共计22个品牌将投入资源力挺城市骑士，支持橙意计划。 参与橙意计划的品牌，将出现在为城市骑士们全新定制的秋季制服上，以一份温暖的承诺守护骑士的成 长和荣誉。 橙意计划将加码重奖骑士群体的爱心善举，未来也将更有力地支持遭遇危困的骑士家庭，包括专项奖励 见义勇为、专项资助骑士学历提升、专项帮扶骑士及家人就医等。橙意计划由专业团队负责运营，受助 对象将不分平台、不分城市、不分运力形式，专注护航城市骑士这一可敬职业的整体发展，其申报通道 目前已经开启，骑士可以通过7*24小时服务热线4008827777进行咨询。 8月18日，饿了么和淘宝闪购宣布升级"城市骑士"之后仅一天，第一个举措来了！ 阿里和蚂蚁旗下的22个品牌，共同宣布推出"城市骑士·橙意计划"。计划将覆盖所有外卖平台的骑士， 除了为优秀骑士提供更好的激励外，也将为骑士提供更丰富的保障。 昨日，饿了么董事长兼CEO 范禹发布内部信，正式宣布 ...

Core Viewpoint - The company has announced the launch of the "Urban Knight" upgrade plan for all delivery riders, aiming to enhance their professional standards, protections, incentives, and overall development [1][3]. Group 1: Upgrade Plan Details - The "Urban Knight" upgrade plan will provide more comprehensive support for riders, including additional options for pension and medical insurance, and will ensure full coverage of occupational injury insurance in more provinces [1][3]. - The company plans to invest more resources into supporting riders, enhancing their sense of security, gain, and belonging [1][3]. Group 2: Rider Welfare and Recognition - The company will implement various initiatives to improve rider welfare, including affordable meal options, the establishment of over 100,000 rider rest stations, and the introduction of "one-stop service" rider apartments in multiple cities [3]. - Special funds will be allocated to reward riders for acts of kindness and to support families of riders in distress, including educational assistance and medical support [3][4]. Group 3: Uniform and Professionalism - The company will revamp the rider uniforms, making them more professional, comfortable, stylish, and safe, based on feedback from rider representatives [4]. - The upgrade in the rider incentive system and benefits, along with the new uniforms, marks a new beginning for riders as a professional, secure, and respected occupation [4].

Group 1 - The core message of the news is the announcement by Ele.me's CEO, Fan Yu, regarding the upgrade of all delivery riders to "urban knights," aiming to enhance their professional status and welfare [1][2] - The initiative includes improvements in rider services such as affordable meals, the establishment of over 100,000 rider stations, and the introduction of one-stop service apartments in various cities [1] - The upgrade plan emphasizes better standards, systematic guarantees, and effective incentives for riders, with a focus on providing more options for pension and medical insurance [1] Group 2 - The company aims to transform the perception of delivery riders into recognized and respected professionals, referring to them as "road angels" and "ordinary heroes" [2] - The upgrade of the rider incentive system and welfare guarantees marks the beginning of a new phase in professionalizing the delivery rider role [2]

Core Viewpoint - Ele.me has officially upgraded all delivery riders to "City Knights," aiming to enhance their professional status, benefits, and societal recognition [1][5]. Group 1: Upgrade Announcement - The CEO of Ele.me announced the upgrade of all delivery riders to "City Knights" on August 17, emphasizing the importance of professionalization and respect for this emerging occupation [1]. - The initiative includes a comprehensive upgrade of rider protections, incentives, care, and development systems, along with plans for new uniforms [1][4]. Group 2: Rider Support and Benefits - The company has been increasing investments in rider services, including affordable meals, the establishment of over 100,000 rider stations, and the introduction of "one-stop service" rider apartments [3][7]. - The new "City Knights" plan will enhance standards, protections, and incentives for riders, with a focus on providing more options for retirement and medical benefits [3][7]. Group 3: Community Engagement and Recognition - Ele.me plans to collaborate with industry partners to provide special rewards for riders' acts of kindness and support for families in need, including educational and medical assistance [3][5]. - The company aims to foster a sense of pride and recognition for riders, encouraging societal appreciation for their contributions [5].

Core Viewpoint - The article discusses the current state of JD's food delivery business, highlighting its significant losses and strategic shift towards a more sustainable growth model amidst fierce competition in the delivery sector [4][5][6]. Summary by Sections Financial Performance - In Q2, JD reported a new business loss of 14.7 billion, exceeding investor expectations, with net profit down 51% year-on-year [4][5]. - Total revenue grew by 22.4% to 356.7 billion, with the new business segment, including food delivery, seeing a revenue increase of 198.8% to 13.852 billion [8][13]. - The core retail business remains the strongest performer, with a revenue increase of 20.6% and an operating profit margin of 4.5%, marking the highest record for JD during major promotional periods [5][13]. Strategic Shifts - JD is adopting a more pragmatic approach in the food delivery sector, focusing on building a solid foundation rather than competing aggressively for market share [4][7]. - The company aims to enhance user, merchant, and delivery personnel experiences while prioritizing quality over quantity in its service offerings [5][10]. Market Position and Competition - The competitive landscape has shifted, with JD becoming a quieter player in the "delivery war," as rivals like Taobao and Meituan ramp up their efforts [7][11]. - JD's strategy includes avoiding direct competition with rivals during peak promotional periods, instead opting to support quality merchants through subsidies [7][8]. User Engagement and Growth - JD's active user base saw a significant increase, with daily active users up 35% and monthly active users up 17% year-on-year [8][9]. - The company is working on enhancing cross-selling capabilities between its food delivery and core retail businesses, although the effectiveness of this strategy remains uncertain [10][11]. Future Outlook - JD's management emphasizes a focus on sustainable business models rather than engaging in excessive competition, aiming for long-term growth through operational improvements and user experience enhancements [11][12]. - The company acknowledges the role of government subsidies in its recent performance but does not intend to rely on them as a long-term strategy [12][13].

Core Viewpoint - The announcement by JD.com to provide full social insurance for 500,000 delivery riders has triggered significant changes in the industry, impacting the livelihoods of 7 million riders and intensifying competition among delivery platforms [1][3]. Group 1: JD.com's Strategy - JD.com is not only covering the employer's portion of social insurance but also paying the riders' personal contributions, effectively increasing their salaries by 15% while maintaining their take-home pay [3]. - The company aims to attract high-value orders with a low commission rate of 5%, significantly undercutting competitors like Meituan, where a subsidized Starbucks latte costs 7.9 yuan compared to Meituan's price [3]. Group 2: Impact on Meituan - Delivery rider costs account for 70% of Meituan's operational expenses, and adopting JD.com's policy could lead to an annual increase in costs by over 10 billion yuan, potentially halving profits [5]. - Meituan has resorted to raising commission rates from 18% to 25% to cope with the financial strain, leading to complaints from merchants about reduced profitability despite increased order volumes [5]. Group 3: Industry Dynamics - The competition is reshaping the industry landscape, with JD.com focusing on low-cost, high-quality service to capture family users, while Meituan is transitioning to a comprehensive platform model [5]. - The delivery efficiency of Ele.me has declined after the removal of late penalties, highlighting the varying operational strategies among platforms [5]. Group 4: Rider Choices and Industry Evolution - Riders face a dilemma between job security with JD.com's structured hours and higher penalties for negative reviews versus the flexibility and potential higher earnings with Meituan, which comes with greater risks [5]. - The shift towards valuing labor rights as a competitive advantage signifies a transformation in the service industry, moving from aggressive market expansion to a focus on value creation [5].

据了解，今年是"绿水青山就是金山银山"理念提出20周年。在"两山"理念的指引下，2017年8月，美团 在全行业率先发起旨在推动行业绿色发展、助力环境保护的青山计划。面向未来，美团青山计划制定 了"2030目标"，将通过推动绿色包装应用、提升塑料回收及再利用水平、构建"人人参与"的绿色消费生 态等方式，携手广大商家和消费者，共同构建"更好生活、更美自然"。 北京商报讯（记者 郭缤璐）8月15日，美团青山计划发布八周年进展。截至 2025年7月底，超过260万商 家拥有"商家青山档案"，累计有超过 5.2亿美团外卖用户使用过"无需餐具"功能，产生超 100亿次相关 订单。同时，美团青山计划在全国 20个省份的 24个城市落地规模化垃圾分类及餐盒回收项目，累计回 收塑料餐盒超 3.7万吨。 ...

Core Insights - The article highlights the significant population return and economic revitalization in Linquan County, Anhui, which has transformed from a labor-exporting region to a hub for local entrepreneurship and economic growth [3][4][5]. Economic Growth - Linquan County's GDP increased from 211.1 billion yuan in 2018 to 369.7 billion yuan in 2019, marking a substantial growth of 158.6 billion yuan in just one year [10][13]. - The third industry contributed significantly to this growth, with its output rising from 82.4 billion yuan in 2018 to 199.4 billion yuan in 2019, accounting for 73% of the total GDP increase [13][15]. - The number of registered business entities in Linquan grew from over 30,000 in 2014 to 82,000 in 2019, indicating a thriving entrepreneurial environment [19]. Infrastructure Development - The construction of transportation infrastructure, particularly the Zheng-Fu High-Speed Railway, has been pivotal in connecting Linquan to larger economic regions, enhancing logistics and mobility [22][28]. - Prior to 2014, Linquan had minimal transportation infrastructure, with only 7 kilometers of national road and a significant portion of roads in disrepair [23][24]. - The county has since constructed approximately 4,000 kilometers of roads from 2016 to 2020, significantly improving access and connectivity [24]. Population Dynamics - Linquan County has seen a population increase of 110,000 from 2010 to 2020, with many young individuals returning from urban areas to start businesses [3][4]. - The return of former migrant workers, particularly those who worked as delivery riders in cities, has led to the introduction of new business models and services in the local economy [17][29]. Retail and Service Sector - The rise of new retail models has contributed to the local economy, with the service sector now accounting for 53.1% of the county's GDP [20]. - The entrepreneurial spirit among returning residents has led to a proliferation of retail and service businesses, enhancing local consumption and economic activity [31]. Conclusion - Linquan County's transformation illustrates the potential of county-level economies in China, driven by infrastructure improvements, population return, and entrepreneurial initiatives, contributing to national economic strength [31][34].

【导读】京东集团 2025 年二季度收入同比增速再创近三年新高 中国基金报记者 江右 8 月 14 日， 京东集团 发布了 2025 年二季度业绩。数据显示，京东集团收入继续保持加速 增长态势，核心零售业务持续加速增长。京东集团首席执行官许冉表示，京东外卖业务也取 得健康发展，成功达成初期战略目标。 数据显示，二季度，京东集团收入为 3567 亿元人民币（约 498 亿美元），同比增长 22.4% ，远超市场预期，增速再创近三年新高。 二季度，日百品类收入同比增长 16.4% ，其中，商超品类连续 6 个季度保持收入同比双位 数增长。服务收入同比增长 29.1% 。京东外卖带动新业务的收入同比大幅增长 199% 。 京东集团二季度的季度活跃用户数和购物频次均实现超过 40% 的同比增长，季度活跃用户数 实现了连续 7 个季度的同比双位数增长。 " 二季度，京东平台的用户流量、季度活跃用户数以及用户购买频次等均取得显著增长，这主 要得益于核心京东零售业务和外卖等新业务的持续发展势头。 " 许冉表示。 展望未来，许冉表示，相信核心零售业务将始终是京东业务版图的基石，将按照长期战略规 划，持续布局新增长领域。 二季 ...