Workflow
外卖
icon
Search documents
外卖和电商破坏了实体经济?有人建议将二者取消,能行得通吗?
Sou Hu Cai Jing· 2025-10-23 02:17
最近几年受疫情、行业竞争变激烈这些影响,越来越多人都觉得实体生意不好做了,不少城市以前热闹的大街,现在也有不少店铺要么冷冷清清,要么挂 着旺铺招租的牌子。 这些情况,其实能看出实体经济已经碰到发展的瓶颈了。 要知道 10 年前可不是这样,那时候繁华的商业街,根本不会有店铺租不出去的事,那时候好的铺面转租,还得收一笔不低的转让费,不少人想租个门店 做生意都租不到,完全是供不应求。 现在实体店越来越难做,到底是啥原因呢? 很多人觉得,实体店快做不下去,主要是因为外卖和电商发展得太猛了,以前没外卖平台的时候,大家吃饭都得去店里,买东西也得自己逛街挑,这样也 带起了不少服务业的工作岗位。 另外,现在不少年轻人不想打工,都想自己开店当老板,可这样一来,同一个领域的竞争对手就变多了,像开奶茶店、花店、餐饮店这些,门槛不高,做 的人就更多了,竞争一激烈,最后大家的生意都不好做了。 可自从外卖和电商流行起来,不管老人小孩,买东西都不逛街了,连吃饭都点外卖,这就让实体店越来越难经营,不少做实体的人都得转行。 所以有人建议,把外卖和电商取消,让实体市场再热闹起来,这办法到底行不行呢? 要弄明白这事,得先搞清楚实体经济不行的真正原 ...
告别“速度与激情”:外卖骑手超时罚款的“紧箍咒”松了
Cai Jing Wang· 2025-10-22 05:56
骑手们终于可以慢下来了,系统算法开始有了温度。 近期,京东外卖、饿了么和美团三大外卖平台相继宣布试点取消骑手超时罚款,转而采用"服务 分"或"安准卡"等积分管理制度。这一变革标志着外卖行业从处罚约束向正向激励的管理方式转型。 对于平台而言,这不仅是管理策略的调整,更是对过去"以罚代管"粗放模式的思考。从社会层面看,这 一变化有望减少骑手为赶时间而引发的交通安全问题,推动行业健康可持续发展。 平台集体转向 今年以来,外卖平台在骑手管理政策上出现了显著转变。 饿了么则在南通、常州、揭阳、景德镇等城市试点推广新版服务分,通过扣服务分等方式取代原有的超 时扣款,预计10月覆盖更多城市。平台还将逐步升级防疲劳规则,如增加智能AI助手提前语音提醒 等,并优化"强制下线"功能。 在8月26日的美团骑手算法协商共治开放日上,美团骑手体验运营负责人表示,众包骑手非常关心的超 时罚款,美团将在2025年年底前全面取消。据美团方面介绍,此前率先在泉州试点"安准卡",以遵循超 时扣分、准时加分的方式,替代原有的超时罚款。 这一行业集体转向并非偶然。2025年9月,国家市场监督管理总局组织起草的《外卖平台服务管理基本 要求(征求意见稿 ...
生意难做真相,资本改规则抢市场,教你快速逆袭赚钱
Sou Hu Cai Jing· 2025-10-22 05:45
Core Insights - The business landscape in 2025 has drastically changed, with capital reshaping the rules of the game, making it increasingly difficult for small business owners to survive [1][9] - The era of relying on craftsmanship and reputation has passed, as competition intensifies and consumer behavior shifts towards capital-driven models [1][9] Group 1: Capital Influence - Since 2015, platforms like food delivery and ride-hailing have used aggressive subsidies to eliminate competition, leading to market monopolization [3] - After achieving dominance, capital is now leveraging consumer data as a valuable asset, significantly increasing platform commissions, with reports of commissions reaching as high as 26% for small businesses [3][5] - The high cost of visibility in the market forces small businesses to struggle for attention, often leading to their disappearance [3][5] Group 2: Challenges for Small Businesses - Small business owners face insurmountable challenges as they are unable to compete with larger brands that can afford to dominate search rankings and advertising [5][7] - The financial burden of "traffic rent" and high operational costs makes it nearly impossible for small businesses to thrive, with many resorting to borrowing just to stay afloat [5][7] - The competitive landscape is described as a "war" where small businesses are often left as mere pawns, unable to withstand the pressure from larger, well-funded competitors [7][9] Group 3: Future Outlook - The ongoing capital-driven competition raises questions about the future viability of small businesses, with many facing bankruptcy despite their efforts [7][9] - The structural changes in the market are not coincidental but rather a result of a deliberate shift in the rules of engagement, leading to widespread anxiety among small business owners [9] - The potential for a turnaround exists, but understanding the harsh realities of the current environment is crucial for preparing for future challenges [9]
多家外卖平台试点取消骑手订单超时罚款
Chang Sha Wan Bao· 2025-10-22 00:34
长沙晚报10月21日讯(全媒体记者 吴鑫矾)超时罚款一直困扰着外卖骑手,但随着外卖平台陆续以扣积分替代 罚款,有望正向激励行业发展。21日,记者从多个外卖平台获悉,外卖平台正持续通过多项举措优化骑手体 验,其中美团、京东等已在长沙试点取消骑手订单超时罚款。 在长沙试点取消超时罚款 "骑手肯定是想快点送,毕竟是按单挣钱。从罚款到扣分,让我们送单时心态更从容,再也不用冒险了。"骑手 王师傅在长沙从业已有3年,他告诉记者,"骑手超时一般是遇到了商家爆单、交通堵塞等情况,这些都是非自 长期以来,超时即罚是外卖平台的刚性规则。这在行业发展初期确有一定的效率优势,却也埋下了诸多安全隐 患,比如骑手为避免扣款,采取加速行驶、逆行等行为。 2024年12月,美团在行业内率先开启超时免罚试点。2025年3月美团推出了"安准卡"制度,以超时扣分、准时加 分的方式,替代原有的超时罚款。7月,超时免罚的考核机制在包括长沙、武汉、杭州在内的一线城市试点,逐 步向多个城市展开。8月,美团率先宣布年底将全面取消超时罚款。数据显示,截至目前,美团"安准卡"已经上 线包括长沙在内的全国100多个城市,并将在年底完成全国覆盖。 目前,多家行业内 ...
数字经济时代如何更好恢复消费动能
Di Yi Cai Jing· 2025-10-21 12:43
给财富河流修建水渠,进一步改善收入分配以提振有货币购买力的消费需求。 据国家统计局数据,1~8月社零总额同比增长4.6%,整体保持稳中有进态势。但8月社零同比增长 3.4%,较上月回落0.3个百分点;环比增长0.17%,相比上月虽然由负转正,但仍处于较低水平,消费动 能恢复依旧偏弱。 对此,一些观点认为,消费动能偏低,根源在于消费率降速过快,亟须有效提振消费。那么,当讨论提 振消费时,主要是指为了促进长期经济增长还是达成短时期的GDP增长目标? 1936年,经济学家凯恩斯在其著名的《通论》中提出一则关于蜜蜂的寓言——整天大吃大喝、十分繁荣 的蜜蜂群,在听取一个哲人的教导厉行节约后,迅速衰败一蹶不振,寓意国民经济也是一样,越节约越 穷、越消费越富,这就是反直觉的"节约悖论"。 这是真的吗?短期来看,特别是针对供给过剩条件下某一时段的GDP增长目标来说,情况还真是如此。 想象一下巴尔扎克时代的法国,如果某年蜡烛生产商每月产能过剩1万根(每根售价1元),且因此有部 分机器和工人闲置,此时节俭的葛朗台每月消费蜡烛1万根;但下一年,葛朗台突然变大方了,每月消 费蜡烛2万根,那么蜡烛生产商产能会立即得到释放,闲置的机器和 ...
聊城打造“你点我检”监管为民服务品牌
Da Zhong Ri Bao· 2025-10-21 07:46
Core Viewpoint - The "You Point, I Test" initiative in Liaocheng aims to enhance food safety and consumer confidence through community engagement and transparent testing processes [1][2][3] Group 1: Initiative Overview - The initiative focuses on "ensuring safety, stabilizing confidence, and promoting consumption" by allowing citizens to participate in food safety inspections [1] - Liaocheng's market supervision department has implemented a dynamic selection mechanism for food testing based on community needs, optimizing inspection plans to address urgent public concerns [1] Group 2: Community Engagement - Monthly "Citizen Inspection Days" are organized to cover high-frequency consumer areas such as school canteens and markets, ensuring continuous public engagement [1] - The initiative has completed over 2,000 targeted inspections, directly addressing community concerns [1] Group 3: Collaborative Efforts - The success of the initiative relies on collaboration among various stakeholders, including government representatives and the public, to create a "shared governance" model for food safety [2] - The "Citizen Inspection Day" encourages public participation by allowing citizens to suggest inspection samples and share information with agricultural departments for better oversight [2] Group 4: Accessibility and Awareness - The market supervision department has introduced a "Direct Testing Service" to lower participation barriers, providing free food testing services at various locations [2] - Multiple channels are used to promote the initiative, including online platforms and community outreach, to enhance public awareness and participation [3]
美团晋升两名高管至最高决策层,加码外卖和出海业务
Sou Hu Cai Jing· 2025-10-21 05:46
Core Insights - The recent personnel adjustments in Meituan's S-team reflect the company's leadership development and future business focus [2][3] Group 1: Leadership Changes - Meituan promoted two executives with backgrounds in delivery and overseas business, namely Xiao Fei and Qiu Guangyu, to its S-team, which is responsible for strategic direction and core business layout [2][3] - The S-team now consists of eight members, including CEO Wang Xing and other key executives [2] - The leadership development program initiated in January 2020 aims to cultivate a talent pipeline through various measures such as talent assessment and succession planning [2] Group 2: Business Focus - Xiao Fei and Qiu Guangyu's promotions indicate Meituan's emphasis on local and international business growth, particularly in the face of intense competition in the local delivery market [3] - Meituan's core business includes local services such as delivery, dining, and travel, while new business segments encompass retail, software services, and international operations [2][3] - The company aims to establish a second growth curve through international expansion, particularly with its overseas business Keeta, which has shown strong growth in order volume and transaction value [4] Group 3: Financial Performance - In the first half of 2025, Meituan's adjusted net profit was 12.442 billion yuan, a year-on-year decline of 41%, with the core local business segment's operating profit dropping by 75.6% due to competitive pressures [4] - Meituan's internationalization strategy includes expanding its delivery services abroad, with a target market size of 100 billion USD for Keeta [4]
聊城|聊城打造“你点我检”监管为民服务品牌
Da Zhong Ri Bao· 2025-10-21 01:10
Core Viewpoint - The article emphasizes the importance of food safety as a foundation for public well-being and consumer confidence, highlighting the "You Point, I Test" initiative in Liaocheng aimed at enhancing food safety through community engagement and proactive regulation [2][3]. Group 1: Initiative Overview - The "You Point, I Test" initiative is designed to empower citizens by allowing them to suggest food items for inspection, thereby enhancing transparency and community involvement in food safety [2][3]. - The initiative has led to the completion of over 2,000 special inspections this year, focusing on urgent public concerns and ensuring that regulatory resources are effectively utilized [2]. Group 2: Implementation Strategies - Liaocheng's market supervision departments conduct monthly "Citizen Inspection Days," targeting high-consumption areas such as school canteens, nursing homes, and markets, ensuring continuous public engagement [2][3]. - A collaborative mechanism has been established, involving multiple departments and community members, to create a strong collective effort in food safety governance [3]. Group 3: Community Engagement - The initiative includes a "Testing Express" service that provides free food testing for citizens, with 57 convenient testing points set up across various locations to enhance accessibility [3]. - Various channels are utilized for promoting the initiative, including online platforms and physical locations, to increase public awareness and participation in food safety efforts [4].
数说“十四五”ESG笔墨绘就企业发展新底色
Group 1: ESG Reporting Growth - As of September 2025, 2,521 A-share listed companies have published their 2024 ESG reports, representing a 71% increase compared to 2021 [2][4] - Among 389 mandatory disclosure entities that have released sustainability reports, 97.94% (381 companies) have initiated carbon reduction actions [2][9] - The disclosure rate of ESG reports has steadily increased over the past five years, with 46.83% of all A-share companies disclosing ESG reports for 2024 [4] Group 2: Corporate Social Responsibility - 67.16% of listed companies are engaged in community service, and 66.67% provide assistance to educational resources [2][10] - The third industry has seen an increase in employment capacity, with 35.866 million employed by the end of 2024, an increase of 600,000 since 2020 [10] - Over 24,000 urban old residential communities have been renovated, benefiting over 40 million households [10][11] Group 3: Green Energy and Low-Carbon Initiatives - The share of renewable energy generation capacity has increased from 40% to approximately 60% during the "14th Five-Year Plan" period [8] - The carbon emissions intensity and energy consumption per unit of GDP have decreased by 11.6% cumulatively over four years, equivalent to a reduction of 1.1 billion tons of CO2 emissions [8][9] - A zero-carbon intelligent manufacturing base in Jiangsu has achieved 100% green electricity supply and net-zero emissions, reducing CO2 emissions by over 400,000 tons annually [8] Group 4: Rural Revitalization and Economic Development - Over 6,000 enterprises have supported the consolidation and expansion of poverty alleviation efforts since the "14th Five-Year Plan" [14][15] - The income from leisure agriculture reached 900 billion yuan last year, showcasing the economic impact of rural revitalization [15] - Agricultural technology contribution rates have reached 63.2%, with over 75% mechanization in crop farming [15][16]
滴滴旗下99外卖海外布局提速
Zhong Guo Jing Ji Wang· 2025-10-20 07:09
滴滴旗下99近日对外宣布,以99Food为品牌的外卖业务即日起在巴西第二大城市里约热内卢开始试运 营。 今年4月滴滴对外宣布重启巴西外卖业务,6月中旬开始在首个城市戈亚尼亚提供服务,8月上线巴西第 一大城市圣保罗,仅用4个月时间就在圣保罗和里约热内卢两大都市圈开始提供服务。 滴滴于2018年通过收购出行平台99进入巴西市场,为当地用户提供出行、金融和配送服务。经过7年多 的发展,滴滴目前在巴西拥有5500万活跃用户、150万司机,提供的配送和出行服务覆盖了巴西3300多 个大小城镇。其中,两轮出行服务的订单量在近三年内突破了10亿。 目前,滴滴的国际业务进入了拉美、亚太和非洲的14个国家,包括澳大利亚、新西兰、日本、埃及、墨 西哥、巴西、阿根廷、多米尼加、智利、厄瓜多尔、巴拿马、哥伦比亚、秘鲁和哥斯达黎加。 在里约热内卢上线当日,99宣布已有1.7万家里约的餐厅入驻平台,在里约注册99外卖的骑手超过了5 万。巴西99负责人王思蒙表示,里约热内卢是99在巴西的第二大市场,也是99两轮业务的最大市场,开 始在该市提供服务对99具有战略意义。99外卖的新配送模式旨在为整个服务链条创造价值,帮助餐厅降 低成本,为外卖 ...