8月29日，#美团将全面取消骑手超时罚款#话题登顶微博热搜榜。 但有更多网友担心，此举会导致骑手把所有单子都接了再一个一个送，致使外卖超时，顾客利益受损， 提议美团要补偿用户外卖超时损失。 责任编辑：王翔 对此，有网友表示支持，称早该取消超时罚款了，骑手现在总算不用为了不扣钱而拼命赶了。 近日，美团在北京举办骑手算法协商共治开放日，向公众公开骑手配送的算法逻辑，并从升级安全保 障、防疲劳机制、取消超时扣款、解决"最后一百米"交付难等方面分享了骑手工作体验优化的一系列成 果。在开放日上，美团骑手体验运营负责人表示，众包骑手非常关心的超时罚款，将在2025年年底前全 面取消。美团骑手体验运营负责人表示，团队已基本完善了"用得分体系代替负向扣款"的新模式，并将 很快向全国推广。 ...

近日，由京东外卖独家冠名的情景短剧《小美满》正式开播。该剧未播先热，预告片一经发出就登陆快 手、抖音、微博等多平台热榜，引发观众热议。据悉，全剧共20集，由倪虹洁、徐凯鑫领衔主演，聚焦 单亲母亲与女儿重组家庭过程中的代际碰撞与情感选择。 京东外卖以"场景化营销"深度切入，依托剧集内容定制"专属福利"，观众在看剧同时在京东APP上 方"秒送"频道搜索"小美满"，不仅可以领取品质外卖专属优惠，品尝"好剧同款"外卖，还可参与"随单 送"大克拉钻石抽奖。此次合作拓展了短剧的商业想象空间，也进一步强化了京东外卖在"品质外卖"领 域的用户认知，实现了"正剧IP+品质营销"的双向赋能。 在业务协同层面，京东外卖借助"小"系列IP在25-45岁家庭用户中的强大号召力，精准覆盖与平台核心 消费群体高度重合的品质家庭人群，有效强化"全场景覆盖、多人群服务"的品牌形象。剧中所植入的七 夕随单礼活动，也在剧情中自然呈现，不断加深用户对京东外卖"不仅送得快，更送得好"的品质认知， 推动品牌从功能型消费向情感型消费延伸。 在用户权益层面，京东外卖为《小美满》剧迷打造多维互动福利，用户可在京东APP的"秒送"频道，输 入暗号"小美满"，领 ...

Financial Performance - Meituan reported Q2 2025 revenue of 91.8 billion yuan, a year-on-year increase of 11.7% [1] - Net profit for the quarter was 365.3 million yuan, down from 11.4 billion yuan in the same period last year; adjusted net profit was 1.5 billion yuan, compared to 1.36 billion yuan in Q2 2024 [1] Industry Competition - The company opposes industry "involution" and is committed to defending its market position amid ongoing competition and price wars [2][3] - Meituan has historically grown through competition and innovation, focusing on essential factors such as product selection, pricing, and delivery efficiency [3] Strategic Goals - Meituan aims to achieve a daily order volume of 100 million by 2025, with a target profit of 1 yuan per order; in the recent quarter, daily orders reached 150 million [4] - The company believes that maintaining focus on core operations will help expand market share and enhance economic efficiency in the long term [5] Competitive Advantages - Meituan's competitive advantages include a strong focus on providing value to consumers, a robust delivery network, and a commitment to operational efficiency [6][7] - The company has accumulated a large user base and high user engagement through diverse services and a strong ecosystem [6] Market Potential - The takeaway market is seen as an integral part of daily life, with significant long-term growth potential; Meituan's long-term goal of 100 million daily orders is now viewed as achievable [7] - The company emphasizes the importance of high-quality orders over sheer volume, especially in a competitive environment [7] Financial Outlook - Meituan expects some losses in Q3 due to strategic investments aimed at maintaining competitive pricing and service capabilities [8] - The company remains confident in its long-term economic efficiency and profitability despite short-term fluctuations [8] Instant Retail Business - Meituan's instant retail business, including "Meituan Flash Purchase," is expanding rapidly, with a focus on product variety, delivery speed, and competitive pricing [9][10] - The company has established over 1 million retail partnerships and is enhancing its supply chain to meet consumer demands [10] Membership Program - The Meituan membership program has seen significant growth, with 10 million net upgrades in Q2, enhancing order volume and transaction value [17] - The program aims to provide comprehensive benefits across various service categories, increasing customer engagement [17] New Business Initiatives - Meituan is shifting focus from the "Meituan Preferred" business to accelerate the expansion of "Little Elephant Supermarket," which is expected to grow faster than the overall market [19][20] - The company is exploring a new hard discount retail model to cater to consumer preferences, particularly in lower-tier cities [21] International Expansion - Meituan's international business, Keeta, has made significant progress in markets like Saudi Arabia and Qatar, with plans to enter Brazil [22][23] - The company is cautious about the pace of international expansion, focusing on thorough market research and resource allocation [24][25]

Core Viewpoint - Meituan's CEO Wang Xing emphasizes the importance of returning to fundamentals amidst intensified competition in the food delivery market, focusing on quality supply, stable fulfillment, and reasonable pricing [1] Financial Performance - In Q2, Meituan reported revenue of 91.84 billion yuan, representing a year-on-year growth of 11.7% [1] - Adjusted net profit for the quarter was 1.49 billion yuan, showing a significant decline of 89% year-on-year [1] Competitive Landscape - Wang Xing stated that Meituan opposes "involution" but acknowledges the ongoing fierce competition in the food delivery market [1] - The company has grown and solidified its leading position through continuous competition over the years [1] Strategic Focus - Meituan remains committed to ensuring high-quality supply, stable fulfillment, and affordable prices to create a good experience for users [1] - The company plans to focus on ecosystem development, benefiting consumers, merchants, and delivery riders in the long term [1]

Core Viewpoint - Meituan's CEO Wang Xing reiterated the company's long-term profit margin target of approximately 3% per order, emphasizing that subsidies are not a sustainable strategy in the fiercely competitive food delivery market [1] Group 1: Financial Performance - Meituan maintains its long-term profitability assumption of "1 yuan per order" and a profit margin of about 3% despite increased strategic investments in the third quarter, which may pressure some financial metrics in the short term [1] - The management believes that competition will eventually return to rationality, indicating confidence in the company's financial strategy [1] Group 2: Market Competition - The current food delivery market is experiencing intensified competition, and Meituan is committed to defending its market position [1] - Wang Xing stated that Meituan has grown through competition and has achieved its leading position in the market through continuous competitive efforts [1]

同时，美团还将改善防疲劳举措，将针对连续高单量跑单的骑手升级策略，帮助其平衡收入与健康。 美团骑手体验运营负责人在骑手算法协商共治开放日上透露，众包骑手超时罚款将在2025年年底前全面 取消。该团队已基本完善了"用得分体系代替负向扣款"的新模式，并将很快向全国推广。 ...

Group 1 - The core point of the article is that Meituan plans to eliminate "overtime penalties" for delivery riders by the end of 2025 [1] - Meituan is addressing the issue of delivery riders facing difficulties entering residential communities by collaborating with regulatory authorities to implement "rider-friendly communities" [1] - Currently, over 24,700 communities in 150 cities have been upgraded to facilitate rider access, with an average of over 680,000 riders served monthly [1]

在骑手"进小区难"问题上，美团在主管部门指导下合作落地"骑手友好社区"，打通数据后骑手扫码即可 快速通行，目前150个城市的24700余个社区完成改造，月均服务骑手超68万。（第一财经等） #美团将于年底全面取消超时扣款# 8月26日，美团在北京举办骑手算法协商共治开放日，在开放日上， 美团骑手体验运营负责人表示，众包骑手非常关心的超时罚款，美团将在2025年年底前全面取消。 ...

Core Insights - The article discusses the transformation of delivery riders into "city knights" in China, emphasizing the need for innovative designs to ensure the welfare of 287 million flexible workers in the context of urbanization and economic development [1][2][4]. Group 1: Transformation of Delivery Workers - Alibaba is initiating a significant transformation for delivery riders, rebranding them as "city knights" to redefine their professional identity and enhance their career development [2][3]. - The new uniforms for riders, featuring advanced materials and practical designs, symbolize this transformation and aim to improve the riders' working conditions and professional dignity [3][4]. Group 2: Welfare and Growth Initiatives - Taobao and Ele.me are launching various measures to enhance rider welfare, including pension and medical insurance options, and career development programs through the "Orange Initiative" [4][8]. - The shift from "rider" to "knight" represents a major upgrade in job security and growth opportunities, encouraging workers to view their roles as long-term careers [4][8]. Group 3: Urban Integration and Social Responsibility - The rapid urbanization in China has led to a significant population of "new citizens," highlighting the importance of integrating flexible workers into urban life for better governance and citizen welfare [5][6]. - Delivery riders are increasingly seen as essential contributors to urban safety and community well-being, with initiatives recognizing and rewarding their positive actions [7][8]. Group 4: Economic Impact and Service Consumption - The article emphasizes the role of service consumption in driving economic growth, with platforms like Taobao Flash Purchase creating millions of new jobs and stabilizing income for workers [8][9]. - The multiplier effect of subsidies, such as the 50 billion yuan consumption vouchers, demonstrates how platforms can stimulate additional consumer spending and benefit all stakeholders involved [9].

Core Viewpoint - The service industry has become a key driver of economic development and employment, with over 200 million flexible workers, primarily in the service sector, highlighting the need for high-quality employment and support systems for workers [1][2]. Group 1: Employment and Identity - The introduction of the "City Knight" designation for delivery riders by platforms like Taobao and Ele.me aims to enhance the social identity of workers, moving beyond the traditional view of them as mere tools in the service process [1]. - The initiative includes uniform upgrades and a series of measures to strengthen workers' rights and benefits, creating a safety net for their basic rights [1]. Group 2: Systematic Support and Development - The "City Knight·Orange Intent Plan" launched by Alibaba and Ant Group offers various support measures for riders, including rewards for charitable acts, financial assistance during family emergencies, educational support, and medical assistance [2]. - This comprehensive approach aims to provide a more substantial and systematic support framework, allowing workers to focus on their jobs while also envisioning long-term growth opportunities [2]. Group 3: Societal Impact and Future Outlook - The initiatives are designed to elevate the dignity of every profession and provide hope for every worker, reflecting the progress of the times [2]. - As both the "face" and "substance" of employment improve, millions of workers will be empowered to contribute more effectively to the high-quality development of the service industry [2].