Core Insights - The survey indicates that 20% of consumers order food delivery four times or more daily, highlighting the growing reliance on food delivery services [1] - Quality food delivery has become a priority, with half of the respondents selecting JD.com as their preferred platform for quality options [1] - Consumers are increasingly viewing food delivery as a lifestyle choice, with 41% using it to regulate their daily emotions [1] Consumer Concerns - 72% of consumers express concerns about food safety, while 62% worry about taste and 51% about nutritional balance [1] - A unique selection logic has emerged, with 51% of consumers checking restaurant qualifications before ordering [1] Platform Differentiation - JD.com has established a strong reputation by requiring merchants to have high-rated physical restaurants, leading to 63% of consumers trusting its quality [3] - In the past 30 days, 50% of consumers primarily chose JD.com for their food delivery needs, significantly outpacing competitors [3] Delivery Expectations - 55% of consumers expect delivery times to be between 30 to 45 minutes, with nearly 70% preferring full-time professional riders for better safety and service [8] - JD.com stands out with its full-time rider team, as 57% of consumers believe it offers the best delivery service standards [9] Customer Experience - JD.com’s policy of free delivery for orders delayed by over 20 minutes, along with 24/7 customer support, has garnered over 60% consumer approval [9] - More than 50% of consumers plan to increase their usage of JD.com due to a combination of overall experience and competitive pricing [9] Market Trends - The consumer focus is shifting towards quality, especially in major cities like Beijing, Shanghai, and Guangzhou, where JD.com is the preferred choice for quality food delivery [9] - 65% of consumers consider discounts when choosing a platform, but 50% also prefer platforms with a higher proportion of quality restaurants, indicating a shift from price-driven to quality-driven decision-making [11] New Business Model - JD.com’s model combines quality restaurants, full-time riders, and robust customer service, redefining the core value of food delivery [11] - The competition has evolved from speed to trust, emphasizing the importance of consumer confidence in food delivery services [11]

来源：广州日报 近日，一则标题为 "生活不易，又一单王倒下了"的视频 引发广泛关注 视频中一位穿着美团外卖 骑手工服的小哥躺在地上 好心的路人们纷纷上前帮忙 把小哥从地上扶起来 纯属谣言 小哥可能因低血糖晕倒 6月7日，美团方面表示，马上向有关部门、骑手所在站点进行了核实，发现视频所述纯属谣言。真实的 情况是，5月24日下午2点左右，在广州一处非主干道的路段，人流较为密集，这位骑手小哥以低于25公 里/小时的车速正常行驶，但因路况等原因，不小心摔倒，晕了过去。在路人合力救助后，小哥很快被 送到医院，醒来后也进行了全面检查，医生表示，小哥身体没问题，可能是低血糖导致的晕倒。 属中低水平 当事小哥到底有没有过劳跑单？美团调取了其跑单数据后表示，这位骑手小哥今年1月28日入职，截至6 月5日累计完成单量为3055单，累计日均完成单量24单，日均有单时长6小时，月均有单天数21天。 最近2个月，小哥增加了跑单时间，4月平均每天跑单时长8.23小时，5月为9.3小时。按照平台的防疲劳 机制，超过8小时会有弹窗提醒，小哥在4月4日和4月6日分别触发了一次超过8小时、9小时的疲劳提 醒，但并未触发超过12小时强制下线。 据 ...

6月7日，据美团官方公众号"小团有话说"消息，最近网上流传一个视频，标题写着"生活不易，又一位单王倒下了"，视频 显示，一位穿着美团外卖骑手工服的小哥躺在地上，好心的路人们纷纷上前帮忙，把小哥从地上扶起来。 该视频热度很高，后台有人询问美团："这是摆拍吗？""不是有防疲劳吗？小哥累成这样了？" 为此，美团马上向有关部 门、骑手所在站点进行了核实，发现视频所述纯属谣言。 美团表示，真实的情况是，5月24日下午2点左右，在广州一处非主干道的路段，人流较为密集，这位骑手小哥以低于25公 里/小时的车速正常行驶，但因路况等原因，不小心摔倒，晕了过去。在路人合力救助后，小哥很快被送到医院，醒来后也 进行了全面检查，医生表示，小哥身体没问题，可能是低血糖导致的晕倒。 据了解，骑手小哥看到自己被造谣"没了"，震惊生气之余，已向当地派出所报警处理。目前，美团也已固定证据，将通过 法律手段维护骑手权益，对这类编造骑手群体虚假信息、散播谣言的行为坚决打击。 涉及骑手人身安全的谣言多次出现 骑手到底有没有过劳跑单？美团表示，根据向站点（广州白云区专送站点）调取的这位骑手跑单数据显示，这位小哥今年1 月28日入职，截至6月5日累计完 ...

Core Viewpoint - The article highlights the increasing employment opportunities for disabled individuals, particularly those with hearing impairments, in the gig economy, facilitated by technology and supportive company policies [1][4][9]. Group 1: Employment Opportunities for Disabled Individuals - Over 9,000 disabled riders are currently working for Meituan, with many finding success in flexible job roles such as delivery riders and online content creators [5][9]. - Companies like Meituan and Didi are implementing features to assist disabled workers, such as real-time voice-to-text communication tools and special identification for disabled riders [8][9][15]. - The gig economy is becoming a viable option for disabled individuals, with many reporting higher earnings compared to traditional jobs [5][6]. Group 2: Technological Advancements - Meituan launched the "Hearing-impaired Rider Care" feature, which allows for instant messaging communication, significantly improving the interaction between riders and customers [8]. - Didi provides tools for hearing-impaired drivers, including signage and voice broadcast systems, to facilitate communication with passengers [6][9]. - New technologies, such as AI coding assistants, are being developed to support visually impaired individuals in the tech industry, enhancing their employment prospects [10][11]. Group 3: Supportive Policies and Initiatives - The Chinese government has introduced various policies aimed at improving employment conditions for disabled individuals, including financial support and training programs [9][14]. - Internet companies are increasingly adopting inclusive hiring practices and creating supportive environments for disabled employees [15][16]. - The implementation of the "14th Five-Year Plan for the Protection and Development of Disabled Persons" emphasizes the importance of flexible employment opportunities for disabled individuals [14].

端午送好礼 为感恩每一位关注与支持新华网财经的朋友，我们精心筹备了端午惊喜福利！ 参与方式超简单：关注新华网财经微信公众号，并在本篇文章下方的评论区留言。我 们将选取前两位留言的幸运儿，送上极具特色的「夏午唱游 蜀韵山河」端午风物礼 盒！先到先得哦！每位朋友仅可领取一份，可别错过啦～ 据"京东黑板报"消息，京东外卖全职骑手规模已突破10万人，比原计划提前近2个月达成。京东外卖表 示，将加大招聘力度，近期将扩招至15万名全职骑手。据介绍，京东外卖日订单量已突破2500万单，有 超过150万家品质餐饮门店入驻。 据第一财经此前报道，在2月初官宣上线京东外卖服务后，京东在骑手招聘上层层加码。4月27日，京东 宣布将进一步加大全职骑手的招聘力度。未来三个月，京东将招聘10万名全职骑手。待遇方面，全部缴 纳五险一金且所有费用都由公司承担。 来源：第一财经 「夏午唱游 蜀韵山河」端午礼盒 礼盒包括： 扇形蜀韵画框、风物特产非遗川粽、三才盖碗、四川限定刺绣冰箱贴、旅行风物四川 特刊 如果这次与福利擦肩也别遗憾！端午假期期间，我们将在每日的推送中持续派送礼 盒。快把我们设为星标，不错过每一份好运！ ...

Group 1 - JD's recent aggressive entry into the food delivery market has led to intense competition with Meituan, with both companies engaging in public disputes [1] - The competition between JD and Meituan is rooted in the underlying logic of e-commerce logistics, which can be categorized into "long chain," "middle chain," and "short chain" models [2][3] - JD's "middle chain" model relies on self-operated products and self-built logistics, allowing for faster delivery times compared to Meituan's "short chain" model [4][5] Group 2 - The "short chain" model, while offering faster delivery, faces structural challenges that make it difficult for many companies to achieve scalability and profitability [7][9] - Meituan's success in the "short chain" model is attributed to its strong delivery network and the ability to leverage high-frequency consumer data from its food delivery business [10][18] - JD's decision to enter the food delivery market now is strategic, as both companies seek new growth points amid slowing growth in their respective core businesses [11][13] Group 3 - Meituan's competitive advantages include a robust business development team and an efficient IT system that supports rapid merchant onboarding and operational efficiency [16][17] - JD's current capabilities in business development and IT systems are significantly weaker than Meituan's, which may hinder its ability to compete effectively in the food delivery space [19][21] - The merger of JD's logistics with Dada has impacted the quality of JD's delivery personnel, further widening the gap with Meituan's delivery capabilities [20][21]

平台骑手保障组相关负责人表示，今年将持续扩充保障类型，守护职业安全，优化骑手工作与收入正向 循环。 来源：北京日报客户端 记者了解到，自2024年9月以来，平台已连续9个月对外披露骑手收入和保障各项数据。相比2024年第四 季度，今年开年以来骑手收入环比增长明显。 以北上广深等一线城市高频骑手为例，一季度收入环比增长约12%，三四五线城市骑手收入环比增长超 过8.5%，综合来看，全国主要城市地区的高频骑手月均收入环比增幅超过10%。 美团研究院表示，今年一季度骑手收入环比增长显著，得益于两方面因素：一是农历新年前后是外卖传 统旺季，订单增长较快；二是一季度非餐饮类闪购订单消费需求旺盛，为骑手带来更多配送收入。 发布2025年一季度业绩报告后，美团平台披露了年度骑手收入情况。5月27日记者从平台获悉，一季度 全国范围内高频骑手的月均收入在7230元至10100元之间。以熟练骑手组成的"乐跑骑手"为例，这类骑 手月收入均值最高，在北上广深等高线城市可达12593元。 今年一季度末，中国新就业形态研究中心发布的《2024中国蓝领就业调研报告》显示，2024年中国蓝领 群体规模达4.25亿人。其中，月嫂、货车司机、外 ...

Group 1 - The core viewpoint of the report is that Meituan's revenue for Q1 2025 is in line with market expectations, while the operating profit margin for its takeaway business exceeds market predictions [1] - The competition in the takeaway market is expected to intensify in 2025, as competitors are aggressively offering high subsidies to capture market share [1] - The report suggests that this intense competition is unsustainable in the long term but will exert downward pressure on growth prospects and profit margins in the takeaway market in the short term [1] Group 2 - The forecast for Meituan's earnings per share for 2025 to 2027 has been revised down by 3% to 15% due to anticipated declines in takeaway profit margins and increased investments in Keeta [1] - Despite the adjustments, the report maintains a "buy" rating for Meituan, but lowers the target price from 235 HKD to 200 HKD [1]

Core Insights - Meituan has initiated a new pilot program for rider pension insurance in April this year, which will be gradually expanded nationwide [1] - Since July 2022, Meituan has provided over 1.5 billion RMB in occupational injury protection for all riders in seven pilot provinces [1] - The company plans to extend occupational injury protection to more cities this year and aims for nationwide coverage by the end of next year [1]

2025.05. 23 本文字数：1212，阅读时长大约3分钟 来源 | 证券时报 海南、山东、江西、内蒙古、贵州等五地政府部门近日相继约谈美团，要求整改平台上存在的食品安 全、商户经营证照资质等问题，并曝光多起食品安全相关典型案例。 近日，海南澄迈县检察院调查发现，美团外卖、饿了么等网络餐饮第三方平台和入网餐饮服务提供者 存在明显违规行为：部分商家未在网络经营主页面公示食品经营许可证，消费者无从核实商家是否具 备合法经营资质；餐饮服务提供者的量化分级信息缺失或未及时更新，消费者难以直观了解商家食品 安全管理水平；更有甚者，公示的许可证信息模糊、过期，存在"挂羊头卖狗肉"的风险。这些漏洞不 仅违反了《网络餐饮服务食品安全监督管理办法》相关规定，更让消费者在不知情的情况下承担食品 安全隐患。 中方正告：必将付出沉重代价！ 日前，山东滨州惠民县市场监督管理局针对近期出现的网络食品销售突出问题，约谈美团、饿了么惠 民片区负责人及部分入网食品经营者，要求平台严格落实主体责任，建立健全特殊食品入网销售审查 登记制度，对入网经营者的资质、产品信息进行严格审核，确保入网销售特殊食品的商家具备合法经 营资格。对于入网食品经营 ...