此次合作响应政策与城市发展所需，通过顺丰同城的全场景即时配送优势、顺丰智联的技术硬实力与武汉公交集团的城市 交通资源，打通"公交场站+专用线路+无人配送"闭环链路，将闲置公交资源转化为智慧物流服务节点，高效破解末端配送"最 后一公里"痛点，为武汉市民带来更高效的生活服务体验。 在运营场景方面，三方基于资源与能力互补，构建起涵盖"无人运力、公交场站、调度履约"的完整价值链：顺丰智联负责 投入符合国家标准的低速无人配送车等设备，并承担其研发、维护与运营，保障车队稳定运行；武汉公交集团开放武昌、汉 阳、江岸等核心区域的公交场站及附属空间，提供无人车停靠、充电、分拣的"一站式补给站"，依托全域线路资源规划覆盖社 区、商圈、交通枢纽的配送网络，同步共享交通流量、站点分布等核心数据，为无人车高效运行铺路；顺丰同城则将这些基础 设施资源接入即时配送网络，在快递末端"最后一公里"以及餐饮外卖、即时零售等全场景即配业务中实现服务闭环与技术落 地，并依托大数据分析和AI智能算法，达成订单与运力之间的最优匹配，保障整个服务流程的高效、稳定与流畅。 在维保服务方面，顺丰智联为无人车提供全流程售后保障，并严格履行服务标准与信息安全，保 ...

Group 1 - The article discusses the introduction and expansion of a new occupational injury insurance program specifically designed for new employment forms, such as delivery workers, in Chongqing, China [2][3] - The program allows workers to report injuries and receive compensation without needing a formal labor contract, with over 22 million participants across 17 provinces as of now [2] - The initiative aligns with national goals to enhance social security systems and improve the quality of life for citizens, as emphasized in the 20th National Congress of the Communist Party of China [3] Group 2 - The Chongqing Human Resources and Social Security Bureau is actively seeking feedback from workers and companies to improve the program, indicating a commitment to refining the system based on user experiences [4] - Future plans include expanding the program to cover more industries, with a focus on high-risk sectors by 2027, thereby increasing the reach of occupational injury protections [4] - The integration of the "new occupational injury" program into a streamlined process aims to simplify claims and enhance the overall efficiency of the system for workers [4]

在竞争激烈的"跑腿"市场，还有新机会吗？ 滴滴快送在给出一些新答案。近日，36氪发布"WISE2025 商业之王年度企业系列名册"，滴滴快送获得"年度最具商业潜力企业"奖。 滴滴货运团队在2022年调研时发现，一些对运输条件要求较高的高品质小物件，受限于物品本身规格和天气等原因，传统的跑腿服务很难满足全部需求；与 此同时，社交媒体上频繁出现的"打车送钥匙"、"叫网约车送文件"等案例，也反映出市场对更可靠配送方式的需求。 这些发现促成了滴滴货运团队在小件快送服务上的试点探索：2023年6月，"滴滴快送"正式上线，通过聚合平台的形式，接入跑腿行业头部服务商；2024年9 月，它进一步扩充服务选择，增加了四轮汽车快送服务，并很快覆盖了全国360多个城市。 "两轮"+"四轮"的组合，并非简单的数量叠加，而是基于不同场景需求的合理匹配——两轮车便捷、灵活、不易堵车，能继续发挥经济高效的优势；四轮车 更平稳，受天气影响也较小，能针对"大、急、远、贵"等特定场景提供品质更高的服务。 滴滴快送员师傅在配送鲜花和蛋糕 昆明斗南花市的运营案例，验证了这种模式的灵活性。作为亚洲重要的鲜切花交易市场，这里的商户每天需要将大量鲜花从种 ...

12月17日，顺丰同城旗下顺丰智联、顺丰同城（武汉）与武汉公交集团正式签署《无人车战略合作框架 三方协议》。三方将整合各自优势资源，跨界打造"公交+无人配送"创新生态，助力武汉"15分钟生活 圈"高质量建设，推动智慧交通与绿色物流深度融合，为提升城市末端配送效率注入新动能。 此次战略合作源于三方在各自领域的深厚积累与优势互补，形成了"1+1+1>3"的协同效应。 作为国内规模最大的独立第三方即时配送平台，顺丰同城旗下顺丰智联具备无人车研发、规模化运营及 物流网络搭建核心能力，为合作提供技术支撑与硬件保障。顺丰同城无人车运营公司总裁张燕兵表 示："此次合作是物流科技与城市公共资源的创新结合，我们将以规模化无人运营经验，让武汉市民享 受到更优质的配送服务。" 当前，国家正大力推进"新基建""智慧交通""绿色物流"战略落地，无人配送作为智慧物流的核心应用场 景，已成为缓解城市末端物流压力、提升配送效率的关键路径。武汉作为国家中心城市，在建设智慧交 通与完善民生服务网络的过程中，对高效、绿色的末端配送需求日益凸显。此次合作响应政策与城市发 展所需，通过顺丰同城的全场景即时配送优势、顺丰智联的技术硬实力与武汉公交集团的 ...

近日，全国多地再次启动数字消费券发放，旨在刺激消费、提振经济。与以往不同，本轮消费券的使用场景更加注重线上线下融合，大 量券种适用于本地生活及即时零售。这波政策红利不仅直接惠及消费者和商户，也为连接双方的即时配送行业注入了强心针。作为行业 的重要参与者，抖送同城配送凭借其广泛的商户覆盖和高效的履约网络，正处于将政策利好转化为实际业务增长的有利位置，其价值正 被更多潜在合作伙伴所认识。 消费券的"乘数效应"：从到店核销到即时到家 数字消费券的核心目的在于激发消费意愿，产生"乘数效应"。传统消费券多用于鼓励消费者到店消费，而如今更多消费券支持在线支付 和即时配送，这悄然改变了消费行为的终点。 消费者领券后，不再受限于必须亲临门店，而是可以在抖送这类平台接入的商户中，选择心仪的商品或餐食，一键下单并直接配送到 家。这种"领券即用、即刻享受"的体验，极大地降低了消费门槛，提升了核销率。对于平台而言，这意味着订单量的自然增长；对于合 作商户，则是实实在在的销售额提升和客流补充。抖送在其中扮演的，是确保这张消费券能够顺畅、快速转化为消费者手中商品的关 键"履约通道"，其效率和可靠性直接影响着政策的落地效果和用户体验。 赋 ...

RatingsDirect® 信用答疑： 林祝祥，CFA 香港 + 852 2533 3544 sandy.lim @spglobal.com 中国即时配送之战的终局 2025 年 10 月 9 日 中国即时配送领域的激烈竞争还远未结束。标普全球评级认为，随着市场份额的变动，各平台将面临 更大的利润率压力。 自 2020 年以来，即时市场的年均复合增长率为 20%以上，如今约占中国零售业的 6%。该板块的目 标客户群体为希望一小时内收到配送商品的消费者，主要是食物和"即时零售"。 中国三大平台运营商面临着较高的风险，它们一直保持大规模支出，用于抢占或捍卫食物配送和即时 零售的市场份额。 我们认为，阿里巴巴集团控股有限公司（阿里巴巴）努力提升其作为最大一站式购物平台的市场地 位，以扩大消费者群体和交易量。美团旨在捍卫食物外卖业务，目前专注于即时需求商品配送。我们 认为京东集团（京东）希望突显其服务优势，以吸引广大消费者和商家。 投资者希望能够掌握该快速变化领域的信息。自发布上一份报告（参见《零售业短评：中国即时配送 行业——变革还是内卷？》，2025 年 9 月 1 日）后，我们希望在此能够抛砖引玉。 主分析师 ...

Core Insights - The low-altitude economy is rapidly developing as a key component of new productive forces under the guidance of the technology-driven national strategy [1] - Flash Delivery (Nasdaq: FLX) is actively responding to national calls by innovating through drone delivery, enhancing user experience with faster, safer, and higher-quality services [1][3] - A city-level low-altitude logistics delivery solution has been successfully implemented in Hangzhou, entering the commercialization verification phase [1][3] Industry Overview - Low-altitude logistics is emerging as a viable solution to traditional ground delivery challenges, particularly for long-distance orders, peak congestion, fragile items, and urgent documents [3] - The solution is based on a "government-led, market-operated, multi-party collaboration" principle, integrating low-altitude infrastructure, delivery demand, and intelligent drone capacity [3][4] Company Strategy - Flash Delivery's low-altitude logistics solution includes four core modules: infrastructure construction, delivery demand access, capacity supply integration, and an operational management platform [3] - The company leverages its extensive user base and big data capabilities to enhance delivery efficiency and provide real-time operational support [6] Operational Achievements - The initial flight routes have been launched with zero flight anomalies and zero safety incidents, demonstrating the technical feasibility and operational reliability of urban low-altitude logistics [4] - Flash Delivery has accumulated significant data resources and scheduling experience over 11 years, covering 298 cities and over 300 million certified couriers [6] Future Plans - By the end of 2025, Flash Delivery aims to establish a city-level low-altitude logistics network in Hangzhou, providing a replicable success model for national low-altitude economic development [8]

Core Viewpoint - The article highlights the positive contributions of delivery riders from SF Express, showcasing their acts of bravery and integrity in various situations, which reflect their social responsibility and commitment to the community [1][2][4][6][7]. Group 1: Acts of Bravery - On November 27, a rider named He Yang from SF Express in Changsha demonstrated quick thinking and bravery by helping to extinguish a fire in a residential building, successfully controlling the flames before firefighters arrived [2]. - Another rider, Jiang Wenjie, assisted an injured sanitation worker at a traffic accident scene, ensuring the worker's safety and cooperating with the police as a witness [4]. Group 2: Integrity and Professionalism - On December 2, rider Xiao Zhengjiang found a lost mobile phone during a delivery and promptly returned it to the authorities, showing his commitment to customer care and community service [6]. - Rider Chen Guojie also displayed similar integrity by handing over a found mobile phone to the police when the owner could not be located [7]. Group 3: Community Impact - The actions of these riders not only connect goods with users but also establish them as reliable figures in emergency situations, enhancing the social fabric of urban life [7]. - The consistent display of such positive behavior among the riders indicates a growing norm where delivery services transcend commercial boundaries, becoming integral to the warmth of city life [7].

Group 1 - The provincial human resources and social security department has launched a list of measures to optimize the business environment, focusing on employment security, social security, talent management, and labor relations, implementing ten service measures to enhance satisfaction among businesses and the public [1] - A dedicated employment specialist system will be established to provide personalized "one-on-one" employment services for enterprises, along with a mechanism to track policy implementation and improve the efficiency of employment subsidies [1] - The integration of employment services related to enterprises will be optimized, promoting a "one-stop" service for job matching, subsidy applications, and skills training [1] Group 2 - New employment forms will be included in occupational injury protection services, with a focus on industries such as ride-hailing, instant delivery, and local freight, and a mechanism for handling occupational injury claims will be improved [2] - A comprehensive reemployment support service for the unemployed will be implemented, integrating various services such as unemployment registration, insurance claims, job recommendations, and skills training into a streamlined process [2] - An intelligent service for unemployment insurance claims will be introduced, providing customized and precise guidance for applicants [2] Group 3 - Social insurance services will be enhanced with policies like "direct payment" and "enjoy without application," including a temporary reduction in unemployment insurance rates to alleviate burdens on businesses [3] - The standard for work injury insurance rates will be adjusted to support enterprises in overcoming difficulties [3] - The optimization of social security handling services will include a pre-review system for early retirement applications and a reduction in processing times for various social security matters [3]

来源：北青网 随着我国老龄化程度不断加深，让老年人安享晚年已成为重要民生关切。当前，各地正积极整合资源， 探索居家和社区养老服务新模式，推动"老有所养"迈向"老有颐养"。其中，即时配送等服务通过满足老 年人用餐、购物等日常需求，让居家养老更便捷舒心。自2024年起，顺丰同城上海区域党支部与多地街 道签署党建共建协议，开展助老餐配送服务，将企业运力与社区助老需求有机结合，探索出一条企业参 与社会治理的创新路径。 为老年人办好"食"事：助老配餐覆盖上海多个街道，日均服务超千人次 对许多独居、高龄或行动不便的老年人来说，"吃饭"这件日常小事，正逐渐成为生活中的实际难题。外 出采购食材不便、自己开火做饭存在安全风险、普通外卖服务又往往难以满足他们对餐品温度、营养搭 配及定时送达的特殊需求。 聚焦于此，以解决"最后100米"为核心的助老送餐服务应运而生。例如在光明邨助老配餐的标准化配送 项目中，形成了"政府补贴+企业让利"的公益模式，配送费用显著低于市场标准。顺丰同城为此专门组 建了以党员骑手为骨干的助老餐配送团队，并对参与的骑手进行特殊培训，涵盖长者沟通技巧、应急情 况处理和健康防护知识等。 化身社区助老"好帮手"： ...