Group 1 - The new service industry is rapidly creating job opportunities, with platforms like Taobao Flash Delivery reporting over 2 million active riders daily in August, generating over 1 million new jobs compared to the same period last year [1] - The number of riders earning over 10,000 yuan in July increased to 2.8 times that of the previous year, indicating significant income growth in the sector [1] - The overall number of delivery riders in the food delivery market has shown a notable increase, with a year-on-year growth rate of 74.8% for new blue-collar jobs in the delivery sector [1][2] Group 2 - The consumption spillover effect is significant, with each 1 yuan coupon from Taobao Flash Delivery driving an additional 6.76 yuan in consumer spending, encompassing both delivery and various online and offline purchases [2] - The rise of instant retail and new consumption habits is reshaping consumer expectations for quick delivery across various categories, from food to personal care products [2] - The "warehouse-store" model has matured, with Taobao Flash Delivery operating around 50,000 front warehouses, enhancing the ability to meet urgent consumer needs [2] Group 3 - The food delivery market has also contributed to indirect employment and supported the growth of small and medium-sized businesses, with significant increases in hiring within the restaurant sector [3] - Over 300,000 small shops achieved peak sales on Taobao Flash Delivery on the first day of autumn, and over 640,000 stores saw a more than 100% increase in night orders since July [3] - Platforms are enhancing worker protections, with Taobao Flash Delivery and Ele.me providing subsidies for pension and medical insurance, covering up to 100% of costs [3]

1、恆指：至少27000，尾盤補牛仔過夜，收回價26100點，看淡投資者則認為牛證太多向下殺，將即市食完牛，轉熊證過夜了 Simon:指數高見26601點，不過最終收在26438點，高開低走，投資者有些失望。 技術信號總結為"賣出"，支持位在25860點和25385點。上方的阻力位在 26642點和27600點。 恆指 (HSI) 信號總結 賣出信號 買入信號 中立信號 賣品 7 5 9 国商ঙ্গ 恆指(HSI)衍生品回顧 2、攜程集團-S (09961.HK)： 競價抽高了，是否說明還有上升空間？ Simon:過去兩周，攜程的股價穩步上升，今日升幅有4.09%，報597.5元。短線技術信號為"賣出"，稍微偏淡一些。支持位在561元和520元。不過走勢上，仍 有一些水位上升，參考數據系統分析的阻力位在613元。 攜程 (09961) | 信號總結 | 賣出信號 中立信號 | 買入信號 | | --- | --- | --- | | 틀出 | O | | 攜程(09961)衍生品回顧 31% 29% 24% 3.46% 3.46% 3.46% 信證認購證 瑞銀牛證 摩通牛證 17796 54461 53690 ...

江苏省消保委提醒：经营者必须恪守法律边界。根据《电子商务法》有关规定，电子商务经营者应当全 面、真实、准确、及时地披露商品或者服务信息。门店照片是消费者判断商家安全状况的重要参考，属 于应当如实披露的信息范畴。敬业者使用AI生成店面实拍图，不仅涉嫌侵犯消费者的知情权和选择 权，若违反《消费者权益保护法》相关规定，甚至可能构成对消费者的欺诈，需承担相应的民事责任。 若门头照片构成广告，还需遵守《广告法》相关规定，不得含有虚假或者引人误解的内容，不得欺骗、 误导消费者。 近日，有网友反馈，部分商家门店实拍图竟使用AI生成。本来卫生状况堪忧的小店，摇身一变成明净 整洁、顾客盈门的模样，令消费者真假莫辨、防不胜防。对此，江苏省消保委于日前发声提醒：经营者 必须恪守法律规范，平台亦负有监督义务。 江苏省消保委用AI生成的"苏消牛肉面"门店实拍图，如果没有水印，您能看出来吗？ 针对AI技术滥用问题，监管部门已积极作为，厘清平台和AI企业的责任。今年五月份起，网信办开 展"清朗·整治AI技术滥用"专项行动，强化AI生成合成技术和内容标识管理，督促网站平台提升检测鉴 伪能力。《人工智能生成合成内容标识办法》已于9月1日正式施 ...

Group 1: Investment Trends - Southbound funds have recorded a net purchase of Alibaba amounting to HKD 50.51 billion, Meituan HKD 21 billion, and other companies such as Changfei Optical Fiber and Semiconductor Manufacturing International Corporation (SMIC) [1] - Southbound funds have continuously net bought Alibaba for 19 days, totaling HKD 548.91 billion, and Meituan for 3 days, totaling HKD 34.88 billion [1] Group 2: Company Performance - Alibaba's stock has increased by 5.3% with a net purchase of HKD 21.56 billion and a trading volume of HKD 88.06 billion [3] - Meituan's stock has risen by 4.9% with a net purchase of HKD 11.79 billion and a trading volume of HKD 51.92 billion [3] - Changfei Optical Fiber reported a net profit of HKD 296 million for the first half of the year, a decrease of 22% year-on-year, with a significant drop of 55% in the second quarter [4] - SMIC is reportedly testing a deep ultraviolet lithography machine manufactured by a Shanghai startup, indicating advancements in technology [5] Group 3: Analyst Ratings - Goldman Sachs has raised Alibaba's target price from USD 163 to USD 179, maintaining a "Buy" rating due to its strong market position and international expansion potential [4] - Changfei Optical Fiber is maintaining an "Overweight" rating while diversifying its product offerings [5]

Core Insights - JD.com is re-entering the hotel and travel sector, signaling a strategic shift towards enhancing its lifestyle services, with a focus on leveraging its supply chain capabilities [1][2][3] - The company has launched a "0 commission" policy for hotel operators, aiming to disrupt traditional OTA commission models and attract more partners [5][6] - JD.com is not positioning itself as a typical OTA but is instead focusing on providing differentiated value to users and helping partners increase their revenue [2][3] Group 1: Business Strategy - JD.com is expanding its lifestyle services, including food delivery and hotel bookings, to address significant industry pain points [1][5] - The company emphasizes a supply chain-centric approach, stating that all its business operations revolve around supply chain optimization [3][6] - JD.com has signed a strategic cooperation agreement with Jin Jiang Hotels to enhance collaboration in travel services and supply chain integration [3][5] Group 2: Market Positioning - The company aims to create new market scenarios by integrating hotel and alcohol services, leveraging its supply chain advantages [2][3] - JD.com is competing in a mature market dominated by players like Ctrip and Meituan, which have established significant market shares [7][8] - The lifestyle service sector is increasingly important, with a growing share of total consumption and significant employment opportunities [9] Group 3: Financial Performance - JD.com has introduced the "JD Hotel PLUS Membership Plan," which offers hotel operators up to three years of zero commission, contrasting with the traditional OTA model where commissions range from 10% to 20% [5][6] - The company is actively promoting its hotel services through various marketing strategies, including exclusive member offers and promotional activities [5][6] - The lifestyle services segment is expected to contribute to JD.com's overall growth, especially as e-commerce growth slows and competition intensifies [6][9]

《星岛》见习记者 廖梓妤 深圳报道 没有挤压生存空间，七鲜小厨5公里内很多商家单量爆涨30% 9月16日，首场京东品酒会在北京国际饭店举行，京东集团创始人、董事局主席刘强东现场化身"大 厨"，亲手烹制家乡宿迁名菜——黄狗猪头肉。 京东品酒会是京东时隔近20年重启的一次"用户见面会"，现场邀请用户免费体验茅台酒专业品鉴、五星 级酒店专享定制晚宴。 在这场品酒会上，刘强东不断发表感言。他提到外卖平台扣点高达25%，迫使"幽灵外卖"横行，最终损 害的是食品安全和行业健康发展。谈七鲜小厨，不仅没有挤压周边商家的生存空间，反而带动了区域内 外卖生态的良性发展，5公里内很多商家单量爆涨30%。 对于京东进军酒旅行业，他直言不想把酒旅行业拉进"价格战"，不会卷得服务品质下降，不会让酒店从 业者的利润受挤压，生态遭到破坏。他透露，"酒旅全新发展计划很快会释出，外卖也有商业创新待公 布。" 某些外卖平台扣点高达25%，迫使"幽灵外卖"横行 在京东品酒会的演讲中，刘强东提到，自己特别喜欢做菜，对餐饮也一直很关注，后来无意中聊天发现 外卖平台扣点高达 25%。"我很清楚，现在大部分餐饮的从业者都是夫妻老婆店，夫妻两人积攒 20 年 ...

不是，现在的大佬蹭热点都这么吃香吗？ 还记得前段时间外卖大战吧，美团、饿了么疯狂压价抛出大量外卖券。 好家伙，就因为刘强东突然跑出来也要分一杯羹，还要给京东外卖员工交社保，还搞出一个超时免费送，于是京东外卖就这样硬生生挤进了外卖行业。 图片来源：微博@谯华 最近西贝和罗永浩正因预制菜闹得热火朝天。 这会儿你东哥又突然跑出来亲自炒菜，还不忘调侃一波贾国龙和罗永浩。 照我说，这热点蹭的真是及时，那要是再过一段时间，恐怕又要出现"京东炒菜app"了...... 不得不服，穿西装爆炒江苏菜，优雅永不过时是吧？ | DE FERE | | | | | 通常不回家 | | | 东哥直播下厨太真实了! 这才叫不装 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 9-16 21:02 来自四川 | Z | 日 13: | | | | | | 9-16 21:13 来自北京 2 11 117 | | | | Free Bear Bearing Beach Beach Beach Beach Beach Beach Beach ...

继亲自送外卖后，刘强东又首次以"主厨"身份亮相。 "第一次直播很紧张，像贾国龙第一次炒菜一样紧张，像罗永浩第一次说脱口秀一样紧张。"京东集团创始人、董事局主席刘强东9月16日晚现身"京东品酒 会"直播间，现场烹制宿迁名菜"黄狗猪头肉"，并透露了酒店发展计划。 不想把酒店再拉进价格战 据悉，这是京东时隔近20年重启"用户见面会"。当晚，刘强东身着围裙，现场演示炒糖色、调味等步骤。谈到做菜，刘强东表示只要回家，基本上天天都 会给家人做饭。 "后续将公布全新的酒店发展计划。"刘强东在本次活动中透露，不想把酒店再拉进价格战，让酒店从业者将价格进一步降低，最后卷到服务品质下降，利 润空间受到挤压，整个生态受到破坏。 七鲜小厨是京东旗下的合营品质餐饮制作平台，主打现炒现做和透明厨房，帮助品质餐厅获得更多销量。针对"七鲜小厨会导致夫妻老婆店倒闭"的说法， 刘强东现场回应。他分享了一组数据：七鲜小厨首店上线2个月，一天至少1500单，七鲜小厨5公里范围内很多商家单量上涨30%。 "30%的增长也就意味着我们没有挤压这个范围内餐饮从业者的收入空间，反而给他们带来了信任，带来更多的流量。这就像电商一样，有人说京东自营 太强大，所 ...

Core Viewpoint - The discussion emphasizes the importance of healthy competition among private enterprises, urging them to focus on strategic and value-driven competition rather than personal grievances [1][3][4]. Group 1: Competition and Industry Dynamics - The company advocates for a competitive environment that relies on strategy, business models, and value creation to win consumer trust [3][4]. - There is a call for private enterprises to maintain simplicity and openness in their interactions, avoiding personal conflicts [4]. - The company supports a "quality over quantity" approach in platform competition, encouraging upward competition that focuses on quality and safety [6]. Group 2: Hotel and Travel Business Strategy - The company plans to enter the hotel industry without engaging in price wars, aiming to protect service quality and profit margins for hotel operators [8]. - A new hotel development plan is expected to be announced soon, focusing on innovation rather than price competition [8]. Group 3: Food Delivery Industry Insights - The company entered the food delivery market due to the high commission rates (up to 25%) charged by existing platforms, which negatively impact food safety and quality [10]. - The company has committed to providing full social insurance for its delivery personnel, a first in the industry [12][10]. - The launch of "Seven Fresh Kitchen" has resulted in significant order volumes and increased business for local restaurants, demonstrating a complementary rather than competitive relationship [13][14]. Group 4: Entrepreneurial Journey and Business Philosophy - The company’s founder reflects on the journey from starting with a small computer accessories business to becoming a leading player in various retail sectors, emphasizing the importance of addressing consumer pain points [16][17]. - The company has consistently focused on transparent pricing and quality assurance, which has contributed to its growth and market leadership [16][17].

Core Viewpoint - The article emphasizes the importance of healthy competition among private enterprises, urging them to focus on strategic and value-driven competition rather than personal grievances [2][3]. Group 1: Competition Among Enterprises - The company advocates for a straightforward approach among private enterprises, encouraging open dialogue and collaboration rather than animosity [3]. - It stresses that competition should be based on strategy, business models, value creation, and reputation to win consumer trust [3]. - The company expresses respect for competitors while promoting a culture of openness and simplicity in business interactions [3]. Group 2: Platform Competition - The article discusses two types of competition: downward competition that leads to lower quality and upward competition that focuses on better quality and fair pricing [4][5]. - The company calls for a shift towards upward competition in certain industries, particularly in food delivery and hospitality [5]. Group 3: Hotel Industry Strategy - The company plans to avoid price wars in the hotel sector, aiming to protect service quality and profit margins for hotel operators [7][8]. - A new hotel development plan is expected to be announced soon, focusing on innovation rather than price competition [8]. Group 4: Entry into Food Delivery - The company entered the food delivery market due to the high commission rates of 25% charged by existing platforms, which negatively impact food safety and quality [9][10]. - It highlights the importance of providing full social insurance for delivery personnel, a practice not previously adopted by other platforms [8][10]. Group 5: Self-Operated Business Model - The company’s self-operated food delivery service, "Seven Fresh Kitchen," has seen significant demand, with daily orders exceeding 1,500 and a 30% increase in sales for nearby restaurants [11][13]. - The company asserts that its self-operated model does not harm local businesses but rather complements them by driving more traffic and consumer interest [12][13]. Group 6: Entrepreneurial Journey - The company reflects on its entrepreneurial journey, emphasizing the importance of addressing market pain points through innovative business models [14][16]. - It recounts its initial success in the electronics market by implementing transparent pricing and quality assurance, which laid the foundation for its expansion into other sectors [15][16].