时代财经获悉，近日，京东（JD.NASDAQ；09618.HK）达达事业部正式更名为本地生活服务事业群， 该事业群下设秒送（含外卖）、酒旅、家政、研发、整合营销、中台等业务部门，由"老K"郭庆继续担 任负责人，向京东集团CEO许冉汇报。 从2016年与京东到家合并，历经挂牌纳斯达克、私有化退市，如今以 "本地生活服务事业群"之名全面 融入京东体系，达达的每一次转身，也是京东本地生活业务战略的缩影。 "此次更名标志着达达彻底融入京东生态，也传递出京东战略重心向本地生活生态全面升级的信号。从 资源整合角度看，意味着京东从单纯依赖达达的即时配送能力，转向构建'即时配送+本地服务+电商供 应链'的闭环生态，通过将分散的业务板块统一管理，实现内部资源的协同。"网经社电子商务研究中心 分析师陈礼腾向时代财经表示。 1 达达更名，"老K"郭庆挂帅 早在最初，达达与京东的"联姻"，便是一场双向需求的耦合。 2015年，京东试水本地生活服务，上线即时零售平台"京东到家"，把超市便利、生鲜果蔬、医药健康等 作为核心服务内容。 为解决O2O业务运力不足的痛点，2016年4月，京东宣布旗下O2O子公司京东到家与达达合并一事达成 最终 ...

Core Viewpoint - Meituan has launched a support plan for small and medium-sized restaurants to combat the impact of low-price and chaotic competition in the industry, aiming to promote healthy development and stabilize growth for these businesses [1][3]. Group 1: Financial Support - Meituan will provide cash and subsidies to support small and medium-sized restaurants, with a focus on those with long-term operations, high repurchase rates, and good reputations. By the end of this year, the support plan is expected to cover over 100,000 restaurants, with a maximum support amount of 50,000 yuan per store [1]. Group 2: Infrastructure and Operational Support - Meituan aims to help 200,000 small restaurants complete infrastructure upgrades by reserving half of the space in all Huanyin Canteen locations for industry-wide restaurant access, along with providing special support funds [3]. - The Huanyin Canteen will offer supply chain support and infrastructure capabilities, allowing new entrants to operate smoothly with minimal setup [4]. Group 3: Marketing and Consumer Engagement - Meituan plans to expand the coverage of "in-store self-pickup exclusive discounts" to encourage in-store dining and will continue to optimize marketing tools to promote quality competition rather than price competition [5]. Group 4: Technology and Efficiency - Meituan has launched AI operational tools that will be offered for free to all industry merchants, providing features such as store location selection, menu development, smart decoration, customer service, and operational analysis to enhance efficiency and reduce the digital operational burden on small merchants [6].

Core Points - The launch of the new Taobao membership system marks a significant step for Alibaba in integrating its resources across various platforms, including Ele.me and Fliggy, to create a comprehensive consumption ecosystem covering various lifestyle scenarios [3][4]. Group 1: Membership Structure - The Taobao membership system consists of six levels: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with Platinum and above members able to subscribe to 88VIP for 88 yuan [1]. - Each user is assigned an initial membership level based on their Taobao activity over the past 12 months, and this level will be updated quarterly [1][3]. Group 2: Member Benefits - Different membership levels offer various exclusive benefits, including shopping discounts, food delivery perks, travel privileges, and ride-hailing discounts [1][2]. - For example, Gold members enjoy over 12 benefits monthly, including daily shopping red envelopes and travel perks like free room upgrades and delayed check-outs [3]. Group 3: Integration and User Engagement - The new membership system aims to enhance user engagement on Taobao by increasing consumption frequency across different scenarios, thereby improving user stickiness and lifetime value [4]. - The integration of membership benefits across Taobao, Ele.me, and Fliggy allows users to earn Taobao activity points (Taobao Value) for all their spending, encouraging more frequent use of the platforms [3][4].

Core Points - Taobao has launched a new membership system that integrates resources from Alibaba's ecosystem, covering various lifestyle scenarios such as dining, entertainment, and travel [1][4] - The new membership system features six tiers: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with automatic tier assessment based on users' activity over the past 12 months [1][4] - The 88VIP membership, initially launched in 2018, has evolved to include multiple benefits and has surpassed 50 million members as of June 2023 [3] Membership System Details - The new membership system allows users to view their current tier and benefits through the Taobao app, with quarterly updates to membership levels based on activity [1] - Gold members enjoy over 12 benefits monthly, including shopping red envelopes and travel perks, while higher tiers like Platinum and Black Diamond offer additional exclusive benefits [1] - The 88VIP membership has been upgraded to include three types of cards: Life Card, Shopping Card, and All-in-One Card, maintaining original benefits while adding new ones [3] Strategic Integration - The launch of the new membership system signifies Alibaba's transition from an e-commerce platform to a comprehensive consumer platform, integrating e-commerce, local services, entertainment, and travel [4] - Recent organizational changes have consolidated Alibaba's local services, including Ele.me and Fliggy, under the China E-commerce Group to enhance operational efficiency and user experience [6] - The local services group reported a revenue of 67.076 billion yuan for FY2025, with a 12% year-on-year growth, and a significant reduction in adjusted EBITA losses [6]

Group 1 - The core idea of the article is the launch of a new membership system by Taobao, which integrates resources from Alibaba's ecosystem, covering various lifestyle scenarios such as dining, travel, and shopping [1][2][3] - The new Taobao membership system consists of six levels: Bronze, Silver, Gold, Platinum, Diamond, and Black Diamond, with Platinum and above members able to subscribe to 88VIP for 88 yuan [1] - Membership levels are determined based on the user's "Taoqi Value" over the past 12 months, and will be updated quarterly [1] - Each membership level offers different exclusive benefits, including shopping discounts, food delivery perks, travel privileges, and ride-hailing discounts [1] - For example, Gold members can enjoy over 12 benefits monthly, including daily shopping red envelopes and free upgrades on travel bookings [1] Group 2 - Future consumption across Taobao, Ele.me, and Fliggy will earn users corresponding Taoqi Value, enhancing the integration of services [2] - The 88VIP membership benefits have also been upgraded, providing richer rewards when combined with the new Taobao membership [2] - Alibaba aims to continuously optimize membership benefits from the user's perspective, creating a more comprehensive consumption experience [3] - The merger of Ele.me and Fliggy into Alibaba's China e-commerce group reflects a strategic move to enhance the overall consumer service ecosystem [3] - The launch of the Taobao membership system signifies Alibaba's transition from e-commerce to a broader consumption platform, integrating various sectors such as local services and travel [3]

这家平台究竟靠何种模式突破重围？快速崛起的底层逻辑中藏着哪些优势基因？又是否暗含隐患？今 天，我们聚焦其商业模式核心，拆解发展优势与潜在风险，直面"千亿神话"背后的关键命题。 场景融合：异业联盟激活消费 本地生活服务赛道激战正酣，各路平台蜂拥而入争夺蓝海红利时，上海我店却以独特打法异军突起—— 仅用三年时间便创下千亿级交易流水，成为行业瞩目的"增长黑马"。但光芒之下暗涌流动，高速扩张伴 随的"爆雷风险"质疑持续发酵。 共享设备（咖啡机/生鲜柜/售货机）等多元场景与异业联盟深度协同，配合区域代理体系串联碎片化需 求，为用户提供"一站式"便利，反哺商家增收。 市场深耕：三级代理激活区域 在竞争激烈的本地生活赛道，上海我店三年实现千亿流水的背后，是一套环环相扣的生态打法： 生态根基：商家网络+自营验证 20万商户的庞大基底与500+家比纳多超市的快速扩张，既构建了流量入口，又通过实体场景验证了模 式可行性，形成"线上+线下"的双向赋能。 以省级服务中心为枢纽，通过5GP/4GP牵头组建合资公司，向下整合3GP/2GP/LP资源，形成"总部-省 域-地市"的利益共同体，精准激活区域市场。 浙江样板：资源向场景倾斜 将 ...

金融界8月5日消息，上证指数高开高走，中证港股通消费者服务综合指数 (港股通服务，931952)报 2453.33点。 数据统计显示，中证港股通消费者服务综合指数近一个月上涨2.61%，近三个月上涨9.49%，年至今上 涨0.52%。 据了解，中证港股通行业综合指数系列在中证港股通综合指数样本中，按中证行业分类标准进行分类， 以进入各一、二、三级行业的全部证券作为样本编制指数，形成中证港股通行业综合指数系列，以反映 港股通公司中不同行业证券的整体表现。该指数以2021年12月31日为基日，以3000.0点为基点。 从指数持仓来看，中证港股通消费者服务综合指数十大权重分别为：银河娱乐（16.92%）、百胜中国 （15.14%）、美团-W（11.81%）、金沙中国有限公司（10.82%）、海底捞（7.09%）、同程旅行 （6.3%）、蜜雪集团（4.85%）、美高梅中国（4.35%）、古茗（2.61%）、永利澳门（2.42%）。 从中证港股通消费者服务综合指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证港股通消费者服务综合指数持仓样本的行业来看，博彩占比38.27%、餐饮服务占比34.36%、本 ...

Core Points - The CSI Hong Kong Stock Connect Leisure Services Composite Index reported a value of 2487.81 points, showing a 2.08% increase over the past month and an 8.95% increase over the past three months, while it has decreased by 0.48% year-to-date [1] - The index is designed to reflect the overall performance of different industry securities within the Hong Kong Stock Connect, classified according to the China Securities Index industry classification standards [1] Index Composition - The top ten weighted companies in the CSI Hong Kong Stock Connect Leisure Services Composite Index are: Galaxy Entertainment (16.96%), Yum China (15.18%), Sands China Ltd. (11.98%), Meituan-W (11.84%), Haidilao (7.84%), Tongcheng Travel (6.98%), Mixue Group (5.37%), MGM China (4.82%), Guming (2.89%), and Wynn Macau (2.68%) [1] - The index is fully composed of securities listed on the Hong Kong Stock Exchange, with a 100% market share [1] Industry Breakdown - The industry composition of the index shows that gambling accounts for 40.60%, dining services for 36.45%, local life services for 12.77%, tourism services for 6.98%, attractions for 1.84%, and hotels for 1.38% [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day following the second Friday of June and December each year [2]

在8月的第一天，这一轮"外卖大战"似乎有了偃旗息鼓的征兆，美团、饿了么、淘宝闪购三家陆续发文 呼吁抵制"恶性竞争"。当各家都不能肆无忌惮地"撒币"后，真金白银之外的"软实力"无疑就成为了新的 突破口。在美团、京东、阿里纷纷聚焦品质外卖的时候，作为领头羊的美团又开辟了新战场——美食社 区。 美食探店、美食分享其实一向都是互联网内容平台的热门话题，抖音当初切入本地生活赛道也是以达人 探店为起点。毕竟物以类聚、人以群分，共同的兴趣也就意味着共同的语言，所以很容易就能形成基于 相同兴趣爱好的圈层化社交体系，即便是两个之前在网络上完全不相识的陌生人，相同的兴趣也很容易 就会成为双方社交的起点。 此前二次元哺育了B站、篮球让虎扑起家，所以美团想要以美食为锚点固定一批受众也在情理之中。更 何况，"今天吃什么"对于许多人来说，都是一个需要思考的问题。由于美团外卖的主要用户基本是城市 白领或在校学生，这类人群的生活轨迹相对固定，通常是围绕学校、办公室、家来展开，但长期使用外 卖的用户必然会面对同一个问题，那就是周边的外卖基本都吃过，所以失去了新鲜感。 这时候饭小圈、本地在吃，以及鸭觅就提供了一个分享美食的平台，让美团的用户之间 ...

Core Viewpoint - Meituan has launched a support plan for small and medium-sized merchants to promote healthy industry development and combat "involution" [1] Group 1: Company Initiatives - Meituan will provide financial assistance to small and medium-sized merchants, with a focus on the restaurant sector [1] - The initiative aims to support over 100,000 small restaurants by the end of this year [1] - Each restaurant can receive a maximum financial aid of 50,000 yuan [1]