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 ...

新疆快递行业团工委专职干部雷万鹏表示："习近平总书记的亲切话语为新时代中国青年指明了前进方 向。新疆快递行业连接民生、服务边疆，既是经济发展的毛细血管，也是民族团结的桥梁纽带。我们将 继续用'小包裹'服务'大民生'，为促进边疆地区经济社会高质量发展贡献力量。" 内蒙古五原县青年志愿者李艳表示："作为黄河'几字弯'攻坚战的亲历者，当亲眼看见沙地变绿洲、荒 山披新装，我深切感受到，打赢'三北'工程攻坚战，只有在党的领导下才能成功。我们要牢记习近平总 书记殷殷嘱托，始终与党同心、跟党奋斗，挥洒青春汗水，为子孙后代留下天蓝、地绿、水清的美丽家 园。" 在五四青年节到来之际，中共中央总书记、国家主席、中央军委主席习近平给新疆克孜勒苏柯尔克孜自 治州阿图什市哈拉峻乡谢依特小学戍边支教西部计划志愿者服务队全体队员回信，向全国广大青年致以 节日祝贺并提出殷切期望。习近平总书记重要回信在新兴领域青年中引发热烈反响，大家纷纷表示，将 牢记习近平总书记殷殷嘱托，扎根基层、扎根一线，以奋斗激扬人生，以行动书写担当，为中国式现代 化建设贡献青春力量。 牢记领袖嘱托 矢志跟党奋进 未来属于青年，希望寄予青年。习近平总书记高度重视青年、殷 ...

Group 1 - Lyft reported Q1 revenue of $1.45 billion, a 14% year-over-year increase, but below analyst expectations of $1.47 billion [1] - The company achieved a net profit of $2.6 million, compared to a net loss of $31.5 million in the same period last year [1] - Total bookings for Q1 grew 13% year-over-year to $4.16 billion, slightly exceeding analyst expectations of $4.15 billion [1] Group 2 - Lyft's active passenger count increased by 11% year-over-year to 24.2 million, driven by accelerated user growth [1] - The company is expanding into lower-density markets like Indianapolis and is offering higher-margin premium ride services in more regions [1] - For Q2, Lyft forecasts total bookings between $4.41 billion and $4.57 billion, with the midpoint slightly above analyst expectations of $4.48 billion [2] Group 3 - Lyft's stock rose nearly 8% in after-hours trading following the earnings report [3] - In contrast, Uber reported Q1 total orders of $42.8 billion, slightly below analyst expectations, with revenue of $11.5 billion also missing forecasts [3] - Lyft is piloting ride-hailing services in the U.S. and plans to expand into 150 cities across nine European countries, following its acquisition of the European ride-hailing app Freenow [3]

Core Insights - The article highlights the significant increase in travel demand during the "May Day" holiday, with a total of 1.465 billion trips made nationwide, averaging 293 million trips per day, representing an 8% year-on-year growth [1] - The collaboration between Gaode Dache and various ride-hailing platforms aims to enhance transportation efficiency during peak travel times through technology sharing and refined services [1][3] Group 1: Technological Innovation - Key transportation hubs like Shenzhen North Station and Hangzhou East Station have implemented innovative ride-hailing services, such as the "one code travel" service in Shenzhen, which improves the efficiency of passenger and driver coordination [3] - Gaode Dache has opened its technology interfaces to taxi companies and ride-hailing platforms, allowing them to share seamless connection capabilities without the need for redundant development [3] - The use of demand forecasting models enables ride-hailing platforms to prepare emergency capacity in advance, balancing driver rights and supply during peak times [3] Group 2: Ecological Collaboration - Various ecological partners collaborating with Gaode Dache have introduced differentiated support measures, such as safety training for drivers in Hangzhou [4] - Initiatives like the "Clean and Love" campaign in Jinan provide deep cleaning and health checks for over a thousand ride-hailing vehicles, enhancing the travel experience [6] - The industry is exploring diverse income protection mechanisms for drivers, including commission waivers during peak times and full distribution of holiday service fees [6] Group 3: Overall Industry Impact - The collaborative efforts during the "May Day" holiday reflect ongoing exploration in technology and cooperation within the industry, aiming to improve service resilience and enhance the overall travel experience [6][7] - The integration of technology, management, and service is seen as a comprehensive approach to improving urban passenger transport services, making the vision of enjoyable travel a tangible reality [7]

曹操出行创立于2015年，是吉利控股集团布局"新能源汽车共享生态"的战略性投资业务，已在国内网约车市场占据重要地位。据弗若斯特沙利文报告，按 GTV（总交易额）计算，公司自2021年起连续位列国内网约车平台规模前三，并于2024年跃居行业第二。 招股书显示，截至2024年12月31日，曹操出行网约车业务版图已扩展至136个城市，较2023年新增85城。公司全年实现营收147亿元，同比增幅达37.4%； 毛利率从2023年的5.8%显著提升至8.1%，盈利能力持续优化。 盈利能力提升主要得益于定制车和车服解决方案的规模效应逐渐显现。曹操出行能够深度参与车辆设计、部署、定价、销售到运营服务的全生命周期管 理，通过优化乘客体验、降低车辆TCO（全周期成本）以及提升司机能源补给效率等举措构建差异化优势。 4月30日，曹操出行在港交所递交了更新招股书，此前公司已于4月18日通过中国证监会境外发行上市备案，标志着其赴港IPO进程进入实质性推进阶段。 社会责任方面，公司累计为超390万名司机创造灵活就业机会，支付服务报酬逾400亿元。此外，曹操出行还部署投放了无障碍出行专车LEVC TX5，目前 无障碍专车服务已经在曹操出 ...

来源：环球网 今年"五一"假期，出行热度再创新高。 数据增长的同时，出行市场复苏背后呈现出行业结构性变化。以用车需求为例，中长线旅游需求激增， 带动了自驾游需求的增加，高端车型用量增长，理想、蔚来、小米等国产豪华品牌车型销量实现同比翻 倍；县域旅游带动县域出行，出入境旅游增长，给出行行业带来新的增长机会。 近年来，中国网约车市场规模保持快速增长趋势，网约车用户规模人数逐年增加，网约车企业营收增势 强劲。随着自动驾驶商业化落地步伐加速，网约车运力饱和、合规压力增大等多重挑战，行业调整进入 到精细化发展阶段。 滴滴作为网约车的头部企业，以"守擂者"的姿态，在快车、专车、代驾、租车等领域实现全品类覆盖， 动态定价算法优化供需的同时，也因"算法挟持"而被网约车司机所诟病，反映的问题主要集中在单价下 调、抽成提高、运单量下降等。 聚合平台作为后起之秀，近年来单量显著提升。以曹操出行为例，其在4月30日公布的招股书显示，其 市场份额从2023年的4.8%增长至2024年的5.4%，目前已跃居行业第二的地位，仅次于滴滴出行。曹操 出行的市场份额增长，得益于其接入了各种聚合平台，从而实现订单规模的迅速增长。以高德、美团打 车 ...

Core Insights - The article discusses the rising trend of labor disputes in new employment models in Beijing's Huairou District, highlighting a significant increase in cases from 2022 to 2024 [1] Group 1: Labor Dispute Trends - From 2022 to 2024, Huairou Court resolved a total of 208 labor dispute cases related to new employment models, with 34 cases in 2022, 84 in 2023, and 90 in 2024, indicating a year-on-year increase [1] - The rapid growth in case numbers is attributed to industry expansion, innovative employment models, upgraded industrial structures, and heightened awareness among workers regarding their rights [1] - The majority of disputes are concentrated in four sectors: ride-hailing (23%), food delivery (19%), express delivery (11%), and online streaming (8%) [1] Group 2: Characteristics of New Employment Disputes - New employment disputes exhibit unique characteristics compared to traditional cases, with platform companies using methods like contracting agreements and outsourcing to obscure labor relationships [1] - Workers in new employment models often face a lack of social security, no safety nets, and no bargaining power, leading to significant issues such as absence of social insurance and opaque income distribution [1] - The complexity of identifying labor relationships is exacerbated by the lack of legal knowledge among workers, resulting in difficulties in asserting their rights [1] Group 3: Dispute Resolution Mechanism - To address new challenges, Huairou Court has established a "court + union + arbitration" triadic mechanism aimed at transforming dispute resolution from post-factum adjudication to proactive prevention and mediation [2] - The new mechanism has shown effectiveness, reducing the average case resolution time from 61 days to 53.7 days, and has resolved over 50 cases in bulk [2] - In 2024, there is a notable decrease in cases involving couriers, with a year-on-year reduction of 88.9% [2]

每经记者｜王琳 每经编辑｜张海妮 4月份，A股IPO（首次公开募股）市场有9家公司首发上会，且全部过会，首发上会企业数创出自去年12月以来的月度新高。 在首发上会节奏有所加快的同时，A股市场的IPO终止潮似乎趋于尾声。4月份，A股IPO终止家数仅为5家，创出自证监会2023年"8·27新政"以来的新低。上 述5家IPO终止企业中，有2家公司此前已首发过会。 4月份9家IPO公司过会 创出自去年12月以来月度新高 4月份，A股IPO市场迎来9家公司首发上会，包括来自上证主板市场的天富龙和技源集团，来自深证主板的瑞立科密和悍高集团，来自北交所的广信科技、 宏远股份、岷山环能和鼎佳精密，以及创业板的山大电力，这一首发上会企业数也创出自去年12月以来的月度新高。 | | | | 4月过会的9家IPO公司 | | | --- | --- | --- | --- | --- | | 公司名称 | 上市板 | 审核结果 | 预计募集资金(亿元) | 保荐机构 | | 天富龙 | 上证主板 | 通过 | 7.9 | 中信建投 | | 广信科技 | 北交所 | 通过 | 2 | 东兴证券 | | 瑞立科密 | 深证主板 | 通 ...

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 ...

智通财经5月7日电，优步盘中跌幅收窄至约2%，现报84美元，盘初一度跌超6%。 ...