国内出行行业近三年来单笔融资金额最大的一次融资。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 享道出行 日前 完成超 13亿元人民币C轮融资， 创 国内出行行业近三年来单 笔融资金额最大的一次融资 。 值得注意的是， 享道出行 已正式启动 港股 IPO 计划 ——从投资方来看， 享道出行 的 A轮 投资 方包括 阿里巴巴、宁德时代 等， B轮 投资方包括 Momenta、高德 等，本轮则由 产业基金与地方 政府加持 。 "这不仅是资本资金的注入，更是产业资源的深度链接。"享道出行CEO倪立诚表示，享道出行已完 成的三轮融资分别对应公司数据赋能、技术攻坚、生态构建三大发展阶段，推动形成了"技术-场景- 生态"的螺旋上升发展路径，展现了公司精准捕捉产业机遇的战略前瞻性。 目前， 享道出行 以 个人出行、企业出行、未来出行三大主线并行 。 在 个人出行 方面 ，享道出行网约车业务已在全国近百座城市建立服务网络， "十四五"期间业务规 模平均复合增长率近30% ；在 企业出行 方面 ，享道出行旗下企业出行服务品牌 "享道租车"已在 150余座城市布 ...

Group 1 - Pinduoduo's Duoduo Grocery has officially named its express delivery and package collection service "Pinduoduo Station," which supports 24-hour self-service pickup and home delivery [3] - The service has expanded to several provinces including Qinghai, Jilin, Zhejiang, Hubei, Jiangxi, Heilongjiang, Yunnan, and Fuzhou, in addition to previously established operations in cities like Shanghai, Jiangsu, Shandong, Guangxi, and Hunan [3] - Duoduo Grocery began testing the express delivery service in 2022 and plans to accelerate its expansion in the second half of 2024 [3] Group 2 - Recent warnings have been issued in multiple regions regarding the ride-hailing industry, advising caution for potential drivers [6] - In Zhengzhou, the average daily order volume per vehicle is approximately 14, with gross income around 210 yuan, and some drivers report monthly net incomes below 4000 yuan [6] - The Shenzhen Transportation Bureau has indicated that the local ride-hailing market is saturated, urging potential drivers to objectively assess their expected earnings [6] Group 3 - JD.com has announced a significant price reduction for the iPhone 16 Pro/Max, with discounts of up to 2000 yuan starting from today [11] - The starting price for the iPhone 16 Pro 128GB is now 5499 yuan, while the 256GB version is priced at 7299 yuan, with additional trade-in subsidies available [11] - Apple has reportedly issued a price adjustment notice to its distributors, indicating a price drop of 160 to 176 USD for all capacity versions of the iPhone 16 Pro/Max series [11]

「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息，本篇为栏目第 285 篇报道。 整理丨赵晓晓 本周（2024.05.06-2025.05.10）出海大事件包括： Temu只从美国发货，但这并不意味着商品产自美国；关税涨价后，SHEIN、Temu美国销售最高下滑 23%；特朗 普或再延长TikTok"不卖就禁"最后期限；TikTok 将在芬兰建数据中心；阿里巴巴等25家在美上市企业面临被退市风险；特朗普：对华关税145%到顶了，要降；微 软也开始禁止员工使用Deepseek；贝佐斯拟减持48亿美元的亚马逊股票；为了与特朗普达成贸易协定，印度提出削减三分之二的关税差等。 出海四小龙 Temu在广州开了一场会，引导中国卖家开拓中东和拉美市场 上周五，超1000位中国商家齐聚广州，参加了Temu一场为时五小时的活动。他们此行的目的，是了解除美国之外的海外市场的最新趋势。Temu向卖家传达了一 个明确的信息：拓展中东、亚洲和拉美，减少对单一市场的依赖。 Temu仍在努力维持中国商品对美销售。Temu已于4月底停止美区的全托管模式 ...

Group 1: Ride-Hailing Industry Risks - Multiple cities, including Zhengzhou, Xichang, Shenzhen, and Haikou, have issued risk warnings for the ride-hailing industry, indicating market saturation [1] - Zhengzhou's daily operational vehicle ratio is 83.7%, with an average daily income of only 210 yuan per vehicle; Xichang has a taxi ownership of 40.5 per 10,000 people, significantly higher than similar cities [1] - In Shenzhen, the average daily orders per vehicle are only 12.4, while in Haikou, 36% of ride-hailing vehicles have fewer than 5 daily orders, prompting calls for rational risk assessment before entering the market [1] Group 2: Corporate Mergers and Restructuring - The merger between China Shipbuilding and China Shipbuilding Heavy Industry has made substantial progress, with the Shanghai Stock Exchange accepting the application for the merger [2] - Following the merger, China Shipbuilding Heavy Industry will be delisted, and all its assets will be inherited by China Shipbuilding, addressing issues of industry competition [2] - Both companies reported significant growth in Q1, with net profits increasing by over 180% year-on-year, reflecting a strategic restructuring trend among state-owned enterprises [2] Group 3: Home Appliance Market Challenges - The home appliance market is expected to recover in 2024 due to policy support, but small appliances continue to face pressure, with significant declines in retail sales for kitchen appliances and electric toothbrushes [3] - Leading brands like Joyoung and Bear have experienced revenue and profit declines, with Joyoung facing its largest drop in five years [3] - The industry struggles with product homogenization, insufficient R&D investment, and ineffective marketing, although some brands are attempting to expand overseas and transform channels [3] Group 4: Executive Compensation in the Energy Sector - In the A-share energy storage sector, over 20 companies reported that their chairpersons' annual salaries exceeded one million yuan, with nearly half seeing salary increases [4] - The top three earners are BYD's Wang Chuanfu (7.655 million yuan), Zhejiang Chint's Nan Cunhui (5.7994 million yuan), and CATL's Zeng Yuqun (5.743 million yuan), with Zeng's salary down 10.36% despite a 15% increase in net profit to 50.7 billion yuan [4] - CATL's energy storage battery business has a gross margin of 26.84%, surpassing that of its power battery segment, while BYD and Chint Electric's performance aligns with their chairpersons' salary growth [4] Group 5: Trade and Tariff Issues - U.S. small business owners are struggling with high tariffs, with one case showing a $3,000 product incurring over $4,600 in tariffs, highlighting the burden of tariff policies [5] - The April CPI decreased by 0.1% year-on-year but increased by 0.1% month-on-month, while the core CPI rose by 0.5%, indicating economic resilience [5] - PPI fell by 2.7% year-on-year, influenced by declining international commodity prices and weak domestic demand, with expectations of moderate CPI recovery and significant PPI downward pressure [6] Group 6: Corporate Restructuring and Layoffs - Panasonic announced plans to lay off 10,000 employees globally starting in the 2025 fiscal year, with 5,000 in Japan and South Korea, as part of a strategy to terminate unprofitable businesses and consolidate operations [7] - The company's fiscal report for 2024 showed a revenue of 8.46 trillion yen, a 0.5% year-on-year decline, and a net profit of 366.2 billion yen, down 17.5% [7] - The restructuring aims for profit growth by 2026, although a loss of 130 billion yen is anticipated for the 2025 fiscal year [7]

北京时间 5 月 7 日晚美股盘前，"国际滴滴"优步发布了 2025 年 1 季度财报，概括来看，当季业绩表现有些瑕疵，但对下季度的指引超预期对冲了当季不佳表现的 负面影响，详细要点如下： 1、网约车增长大幅放缓是最大 "雷点"： 本季 订单额同比增速仅 13.5%，环比滑坡 4.7pct，也明显低于并不高市场预期的 15%。 即便剔除汇率影响后 ， 增速同 样是从 24% 滑 坡到 20%，可见放缓 并不能全部归结于受逆风汇率的影响，业务确实有实质性的放缓。 2、另一支柱外卖业务的增长则意外的坚挺 ，（昨日 DoorDash 业绩是指向外卖增长偏弱的）。本季 订单金额同比增长了约 15%，虽看也环比放缓 3pct， 但高于 市场预期的 14.3%。 且剔除汇兑的拖累后，增速环比维持在 18% 不变。 据公司披露 生鲜及日用品等非餐外卖的年化订单额已达$100 亿，已相当于当前整体外卖订单额的 12% ，应当是增长的主要贡献来源之一。 3、 分价量驱动因素看， 核心业务订单量同比增速实际维持在 18% ， 相比上季并未减速 ，也高于市场预期的 16%。量的层面本季增长并不差。 主要是 平均客单价本季同比显著下 ...

Core Insights - The completion of the C-round financing of over 1.3 billion RMB marks the largest single financing amount in China's mobility industry in the past three years [1] - The financing aims to establish a new model for regional collaborative development and facilitate the implementation of smart transportation and the large-scale operation of Robotaxi [1][4] - The CEO of the company emphasized that the three rounds of financing correspond to the company's development stages of data empowerment, technological breakthroughs, and ecosystem construction [1] Group 1: Financing and Strategic Support - The C-round financing signifies enhanced strategic resource support from SAIC Group, industry funds, and local governments [2] - The company will adhere to the 'ACTS' technology strategy, focusing on big data, artificial intelligence, smart transportation, and intelligent safety [2] - The financing allows the company to clarify its development strategy, which includes three parallel main lines: personal mobility, corporate mobility, and future mobility [2] Group 2: Personal and Corporate Mobility - In personal mobility, the company's ride-hailing services have established a network in nearly 100 cities, with an average compound growth rate of nearly 30% during the 14th Five-Year Plan period [2] - In corporate mobility, the company's brand "Xiangdao Car Rental" has a fleet of over 25,000 vehicles serving more than 5,000 corporate clients, including over 300 Fortune 500 companies [3] - The corporate mobility sector will continue to deepen its focus on long-term rentals and high-end vehicles, expanding its industry-leading advantages [3] Group 3: Robotaxi Commercialization - The company's Robotaxi service has accelerated its commercialization, completing over 330,000 orders and covering more than 48,000 service points [4] - The company plans to build a fleet of L4-level Robotaxi vehicles in Shanghai, aiming to reach 200 vehicles by 2026 [4] - The Robotaxi service is positioned as a key component of SAIC Group's smart mobility ecosystem, contributing to the validation of smart driving technology and the accumulation of dynamic data [5] Group 4: Future Plans and IPO - The company has initiated plans for an IPO in Hong Kong to leverage capital market advantages for accelerating technological development and expanding its ecosystem [5] - The goal is to transition from scale competition to value competition in the mobility industry, promoting a new urban mobility ecosystem [5]

题图｜视觉中国 今年以来，多地交通运输局发布市场饱和预警。 2025年4月25日，深圳市交通运输局发布信息称，该市网约车市场已饱和，提醒有意从事网约车经营的企业 与从业人员理性审慎作出投资及从业选择。两个月前，海口市交通运输和港航管理局同样发文预警市场饱 和。 而在呼吁声之下的现状是，司机们的从业心态割裂又矛盾。网约车司机之间最常见的调侃是——"有人月入 两万，有人日均80"。嘴上说着"网约车跑不得"，方向盘却没松手。 网约车司机的收入正在不断下滑。根据海口市交通运输局的数据计算，我们能看到，哪怕整个月无休工作 30天，当地网约车驾驶员最高仅能拿到8400元，但这一数字还需要扣除能源支出和车辆维修保养、租金 等。 时过境迁，无论对司机还是平台，网约车行业早已是"红海"局势。 这个双边市场的天平正在剧烈倾斜—— 四年前是"抢司机、争乘客"的供给荒，如今却是司机过剩的新困 局。 交通运输部数据显示，网约车司机数量在2023年暴增148万后，2024年又激增91万。曾经的"共享经济"副 业，如今已成为748万人的谋生支柱。司机们不得不从"赚零花钱"转向"过渡性劳动"，甚至陷入"内卷式接 单"的生存竞赛。 当司机从稀 ...

市场消息 特朗普称对华80%关税"似乎合理"。美国总统唐纳德·特朗普在即将于周六开始的中美谈判前，提出对中国征收80%的关税，并敦促北京进一步开放市场， 让美国产品更容易进入中国。"对中国征收80%关税，看起来很合适！由斯科特·B决定。"特朗普在周五早上的社交媒体帖子中写道，他提到的是财政部长斯 科特·贝森特（Scott Bessent）。在另一则帖子中，他还表示："中国应该向美国开放市场——这对他们非常有利！！！封闭的市场已经行不通了！！！"贝森 特与美国贸易代表贾米森·格里尔（Jamieson Greer）将于本周末在瑞士与中国副总理何立峰举行会谈，这是世界两大经济体之间首次就缓解贸易战进行公开 磋商。 《纽约邮报》：美国考虑将对华关税大幅下调至50%，最早于下周生效。据《纽约邮报》周四援引匿名消息人士报道，在中美高层官员即将前往瑞士展开高 级别贸易谈判之际，特朗普政府正考虑将对中国进口商品征收的145%关税削减一半以上，最早将于下周生效。消息人士透露，美国官员正讨论一项提案， 将特朗普总统对中国商品征收的惩罚性关税降至50%至54%之间。消息人士评价这项关税调整计划称，"他们打算在谈判期间将对华关税降至 ...

智通财经5月9日电，小摩上调优步目标价至92美元，业绩持续向好、自动驾驶业务进展显著。 ...

智通财经APP获悉，摩根大通发布研报，维持优步(UBER.US)"增持"评级，目标价从80美元上调至92美 元。该行指出，优步在经历连续六个季度20%以上的增长后，2025年第一季度总预订额增速虽有所放 缓，但整体业务表现依然强劲，并且在自动驾驶领域取得了积极进展。 其中，与谷歌(GOOGL.US)旗下Waymo在奥斯汀的合作规模不断扩大，车辆数量在约两个月内增加到约 100辆，预计未来几个月将增至数百辆。值得关注的是，优步在奥斯汀市场的Waymo车辆利用率高于旧 金山市场的约24次/车/天的水平，这表明Waymo及其他自动驾驶服务商在优步平台上的渗透率将随时间 逐步提升。 优步和Waymo还将于今年初夏在亚特兰大共同推出服务，预计市场规模将逐步扩大。Waymo计划在明 年新增2000多辆商用车辆，部分将投入迈阿密(及可能的华盛顿特区)等新市场，部分用于补充凤凰城和 旧金山等现有市场的车队，其余则用于与优步合作的业务拓展。 总体而言，优步平台上的网约车和配送自动驾驶订单年化运行率已达到150万次。摩根大通认为，优步 将在自动驾驶生态系统中扮演重要角色，其积极拓展合作和投资构建应用场景的举措令人鼓舞。 自动驾驶 ...