中新网2月26日电(记者 谢艺观)市场监管总局近期制定出台《网络餐饮服务经营者落实食品安全主体责 任监督管理规定》。市场监管总局餐饮食品司司长俞路26日在市场监管总局食品安全专题新闻发布会上 表示，幽灵外卖的存在，严重干扰了外卖行业的正常市场秩序，也伤害了人民群众对于餐饮食品安全的 信心。因此，要整治"幽灵外卖"，就必须要溯本清源，构建系统性治理体系。《规定》旨在通过"正 源、清流、固本"三策并举，构建起一套全方位、多层次的治理体系，有效铲除"幽灵外卖"的滋生土 壤，让外卖商家从"纸面的合规"变为"可见的真实"。(完) ...

春节长假落幕，配送行业单量逐步恢复至日常水平。 据第一财经记者了解，年后快递物流行业迎来节后首轮发货高峰，部分网点通过红包激励提高返岗率，开启复工复产"倍速 模式"。同时，外卖行业单量也逐步增长，为保障运力，不少站点开启了高薪招聘。 网点发红包提高返岗率 极兔金华永康网点市场负责人吴强对第一财经记者表示，节后网点采取了多重举措为复工做准备。考虑到网点云贵川籍人 员较多，距离较远，返岗有困难，网点通过"高额补贴+淡季调休"政策，保证了春节值班人员数量，同时实现了节后人员 100%返岗，目前操作水平完全恢复至日常状态。 此外，吴强透露复工初期，不少商家都出现了"人手不足、打包慢、库存少"等问题。对于这类情况，网点会及时对接客 户，从前端收件到后端售后根据客户情况调整服务，确保"货不等车，即到即发"。 对于春节期间的效率保障，吴强对第一财经记者表示，快递行业不是简单的物流运输，越来越考验末端派件服务质量。除 了留人补贴政策外，春节期间派件质量依然按照日常的高标准，按需派送且及时处理消费者的诉求，今年春节期间派件较 往年更顺畅。 除了永康网点，其他网点也给出了返岗红包的激励。在毛绒玩具之乡扬州，主要负责扬州邗江五亭龙 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源|New Economist微信公众号 《2028年全球智力危机》 编者按：研究机构Citrini Research近期发布了一份关于人工智能经济风险的假设性报告，引发了市场广 泛关注和讨论。报告原标题为《2028全球智能危机——来自未来的金融史思想实验》（THE 2028 GLOBAL INTELLIGENCE CRISIS： A Thought Exercise in Financial History， from the Future），该报告 明确声明其唯一目的是模拟一个相对未被充分研究的情景，是一个"思想实验"而非预测。 报告设定了一个假想的时间点——2028年6月，并描绘了人工智能（AI）快速发展可能引发的连锁经济 危机。报告提出了几个核心概念： "AI效率悖论"：AI的成功可能导致经济不稳定。其推演的核心风险链条包括：白领大规模失业：AI替 代复杂白领劳动，导致"智能溢价"消失，中产阶层收入结构受损。 "幽灵GDP"与消费萎缩：即企业利润因AI增效而增长，但被替代的劳动力消费能力下降，货币流通速度 放缓，形成"产出增长 ...

看似简单的举措，蕴含深刻的治理智慧。它走的是接地气的"群众路线"，实现的是精准的监管补位。骑 手每日穿梭于城市大街小巷，是离餐饮商户最近、感知最及时的群体。把这支流动的力量发动起来，为 监督保障食品安全增添了无数双眼睛，那些隐蔽的黑作坊，再想躲在暗处"作祟"，难度陡增。此举上线 不久，便已协助查处多家"幽灵外卖"，获得众多网友点赞。 愿每一份热气腾腾的外卖，都承载着商家的诚信、骑手的担当与监管的力量，暖胃更暖心 点外卖需要注意什么？笔者的一个经验是，要么选择去过的实体店铺，要么在详情页仔细看看实拍图。 没有实体店或照片"一眼假"的，都可能是"幽灵外卖"。 随着平台经济快速发展，指尖一点、外卖到家，已成为约6亿网民的生活日常。然而，便捷背后，缺乏 实体门店、证照不全的"幽灵外卖"，既可能对消费者健康造成损害，也会扰乱市场秩序，挤压合规商家 的生存空间。 避雷"幽灵外卖"，消除"舌尖焦虑"，不能光靠消费者的慧眼，必须加强外部监管。然而，外卖生产环节 具有一定隐蔽性，传统市场监管模式还难以完全匹配；外卖平台负有审核责任，但部分商家通过伪造证 照、频繁更换店名等方式"躲猫猫"，也提高了审核难度。 前不久，一些地方的创 ...

智通财经APP获悉，中金发布研报称，去年滴滴(DIDIY.US)旗下99Food及美团-W(03690)Keeta先后进军 巴西外卖市场，打破当地企业iFood独大的局面，引发市场关注，预期两个品牌将采取差异化竞争策 略，所掀起的价格战将推动巴西外卖渗透率提升，目前估算巴西外卖市场规模有望从2024年的187亿美 元，提升至2028年的333亿美元，渗透率则由18.7%升至28.5%。维持滴滴及美团的"跑赢行业"评级，目 标价分别为6美元及125港元。 中金指出，99Food依托出行运力协同、低佣金与补贴、商户快速绑定实现渗透，而Keeta则凭借精细化 营运能力，复制在中国内地、香港及中东市场的营运经验。中金认为，平台的可持续盈利能力仍有待观 察，但相信中国互联网企业通过精细化营运经验，有望在当地市场抢占可观份额。 ...

格隆汇2月25日｜中金发表研报指，去年滴滴旗下99Food及美团Keeta先后进军巴西外卖市场，打破当地 企业iFood独大的局面，引发市场关注，预期两个品牌将采取差异化竞争策略，所掀起的价格战将推动 巴西外卖渗透率提升，目前估算巴西外卖市场规模有望从2024年的187亿美元，提升至2028年的333亿美 元，渗透率则由18.7%升至28.5%。 中金指出，99Food依托出行运力协同、低佣金与补贴、商户快速绑定实现渗透，而Keeta则凭借精细化 营运能力，复制在中国内地、中国香港及中东市场的营运经验。中金认为，平台的可持续盈利能力仍有 待观察，但相信中国互联网企业通过精细化营运经验，有望在当地市场抢占可观份额，维持美团"跑赢 行业"评级，目标价为125港元。 ...

Core Viewpoint - The Chinese government is intensifying efforts to regulate "involutionary" competition and promote a unified national market, shifting from rule-setting to institutionalized regulation in 2026 [1][2]. Group 1: Regulatory Actions - Since the beginning of 2026, regulatory bodies have conducted over ten actions to address "involutionary" competition, focusing on potential monopoly risks among leading enterprises [2]. - The State Administration for Market Regulation has explicitly prohibited leading companies from engaging in practices such as capacity agreements and price fixing during discussions with top photovoltaic companies [2]. - Recent irrational competitive behaviors among platform enterprises, particularly in the food delivery sector, have drawn regulatory scrutiny due to practices like "subsidy dumping" and "choose one from two" [2][3]. Group 2: Policy Framework and Implementation - The regulatory framework for addressing "involutionary" competition has been continuously improved, forming a comprehensive governance loop covering pre-, mid-, and post-implementation stages [3]. - The focus of regulatory enforcement in 2026 will be on institutionalization and normalization, with an emphasis on inter-departmental collaboration and industry self-regulation [3][4]. Group 3: Market Transition - The shift in focus from "price competition" to "quality and innovation" is aimed at fostering high-quality competition across various sectors, including photovoltaic and new energy vehicles [4][5]. - The revision of pricing laws and the introduction of rules for internet platform pricing behavior are designed to curb unfair pricing practices and clarify market competition boundaries [4]. Group 4: Economic Implications - The return to reasonable pricing is expected to enhance profit margins, creating a positive cycle where profits drive research and development, ultimately leading to higher quality outputs [5][7]. - The government aims to resolve the issue of oversupply and improve price relationships, which are essential for transitioning from "involutionary" competition to "value-oriented" competition [5][6]. Group 5: Future Outlook - The regulatory approach in 2026 will emphasize a systematic and precise strategy, focusing on innovation encouragement, intellectual property protection, and quality standards [8]. - The expectation is that positive changes will manifest within a year in key industries, although the maturation of the entire market ecosystem may take 2 to 3 years [8].

从政府层面看，需加快完善适应新就业形态的劳动保障法律法规体系，强化跨部门监管协同，构建常态 化监督机制，推动政策切实落地。同时，应健全社会保障机制，探索适配灵活就业特征的保险模式。 规范新就业形态用工、保障劳动者权益，事关经济长远发展。唯有让创新活力与权益保障同频共振，让 每一位劳动者都能在工作中获得应有的尊重与关爱，才能构建起更加和谐、包容、可持续的劳动生态。 随着数字经济的蓬勃发展，外卖骑手、网约车司机、快递员等新就业形态劳动者已成为城市运行中不可 或缺的力量。然而，行业快速扩张也出现了算法支配、社会保障缺位、职业风险突出等问题。部分企业 因过度追逐效率与利润，将运营成本与风险向劳动者转移，使得从业者时常面临劳动强度高、社会保障 不足、职业发展通道狭窄等多重困境。 没有规则的"野蛮生长"难以持续，监管必须跟上。开展用工行政指导，将为新兴领域用工划定必要的规 则边界。只有筑牢劳动者权益保障防线，相关行业才能真正走上健康、可持续的发展道路。 维护新就业形态劳动者权益，要凝聚多方合力。平台企业应主动更新发展理念，把劳动者权益保障置于 重要位置。具体而言，应持续优化算法规则，保障劳动者合理休息时间；健全职业培训体 ...

"95后"外卖女骑手戚德敏在太原送外卖三年，她化着淡妆、工装整洁，是她所在站点为数不多的女 性，也以要强能干被同事记住。 记者跟随她体验当一天外卖骑手。寒风中骑行，老旧小区爬楼，记者气喘吁吁，她却神色如常。平 峰时勉强跟得上节奏，一到午高峰三四单同时涌来，她顾不上身后的记者，全力冲刺、抢时配送。 熟悉路线用了半年，如今她一接单脑海里就有"最快路线图"。餐盒码放整齐，送餐时面带微笑，她 在意每一个细节。送完最后一单，她给8岁的儿子打电话，语气瞬间温柔下来。 电动车在站点停下，她跟站长打过招呼，消失在视线里。这次的目的地，是家的方向。 综合新华社记者报道 新华社音视频部制作 【纠错】 【责任编辑:赵文涵】 ...

Core Viewpoint - The report by Citrini titled "Global Intelligence Crisis" predicts a negative cycle driven by advancements in artificial intelligence, leading to significant job losses in white-collar sectors and a structural impact on consumer spending and corporate profits [4][6]. Group 1: Market Reaction - On February 23, the Dow Jones Industrial Average fell by 800 points, reflecting the market's panic triggered by the report [1][7]. - Major tech stocks, including DataDog, CrowdStrike, and Zscaler, experienced declines of over 9%, while IBM saw a 13% drop, marking its worst single-day performance since 2000 [8]. - Companies like American Express and KKR, mentioned in the report, also faced significant stock price declines [8]. Group 2: Predictions of Job Displacement - The report outlines a cycle where increased AI capabilities lead to reduced labor demand, resulting in layoffs and decreased consumer spending, which in turn pressures companies to invest more in AI [4][6]. - Various intermediary industries, such as travel booking and insurance, are predicted to be disrupted as AI can perform tasks more efficiently and at lower costs [5]. Group 3: New Job Creation vs. Job Loss - While AI is expected to create new roles such as prompt engineers and AI safety researchers, the report emphasizes that for every new job created, many more will be eliminated, often at lower salaries [6]. - The inherent premium of human intelligence, due to its scarcity, is diminishing, leading to a revaluation of labor in the economy [6]. Group 4: Broader Economic Implications - The report suggests that the financial sector, particularly underwriting institutions, will need to reassess the creditworthiness of high-quality loans due to the structural impact on white-collar income and spending [4]. - The rapid pace of AI disruption poses a risk to credit markets, as highlighted by analysts who note that a swift shock could render existing protective mechanisms ineffective [9]. Group 5: Defensive Asset Movement - Following the market turmoil, there was a notable shift towards defensive assets, with U.S. Treasury yields falling to their lowest levels since late November, and gold and silver prices rising significantly [14]. - This shift indicates a growing caution among investors regarding future market conditions [14].