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阿里离职员工发万字长文,马云回应;张朝阳回应错失百万Labubu;哪吒方运舟被讨薪员工围堵丨邦早报
创业邦· 2025-06-12 00:02
完整早报音频,请点击标题下方小耳机收听 【影石创新 6 月 11 日登陆科 创板, 首日大涨271.48% ,总市值超 7 00 亿元】 6 月 11 日, 影 石创新( 688775.SH )正式登陆上海证券交易所科创板。 其发行价为47.27元/股,收盘价为 177.00元/股,首日大涨271.48% ,总市值突破 700 亿元。此次影石创新科创板上市募资 19.38 亿元,为 2025 年以来科创板募资规模排名第一的企业。(新京报) 【于东来:胖东来今年净利润预估为 15 亿元,员工税后平均月收入可达 9000 元】 6 月 11 日,胖 东来创始人于东来在社交媒体宣布: 2025 年胖东来净利润估计 15 亿元左右, 8000 多名员工税后 平均月收入可达 9000 元,管理层和技术人员平均每人分配 70 万元左右。谈及工作时长,于东来称 未来员工工作时间每周不会超过 36 小时,年休假不会低于 40 天。( 21 世纪经济报道) 【华为正式发布 Pura 80 系列:最高售价 10999 元】 6 月 11 日下午,华为 Pura 80 系列及全场 景新品发布会在上海举行。发布会现场宣布, Pura ...
阿姨在华强北给外卖员送外卖,几人接力代送外卖日赚近千元
Di Yi Cai Jing· 2025-06-11 10:47
记者看到,帮外卖员送外卖的群体以阿姨为主,看上去年纪在50岁左右,也有零星的几名男性,他们有 些是阿姨的丈夫,与阿姨一起接力配送外卖。 就在深圳达到一天中最高温34度的时候,记者在深圳华强北赛格大厦楼下看到一群戴着帽子、手提外卖 袋子的阿姨来来回回。她们在从事一份工作——帮外卖员跑"最后一百米"送外卖。 从上午11点到午后1点半,记者在赛格大厦楼下总能同时见到10个左右的阿姨。有阿姨向记者介绍,这 里至少有几十个阿姨在送外卖。华强北不止赛格大厦需要阿姨送外卖,在相隔100米左右的电子科技大 厦,到了午后1点,记者在楼下也见到了5名阿姨同时在招揽生意。"这栋楼就差不多有30个人在送外 卖。"电子科技大厦楼下,一名阿姨表示,她认为在华强北送餐的阿姨不止100个。 【#阿姨在华强北给外卖员送外卖#,#几人接力代送外卖日赚近千元#】#代送外卖阿姨一单赚2元#国内 有1000多万名外卖骑手,但从事送外卖工作的人不止这1000多万名骑手。 6月10日中午,记者在深圳华强北赛格大厦见到的每一个送餐阿姨都知道演员闫妮近期在华强北拍送外 卖戏份的事。真实的戏份则发生在她们自己身上。 阿姨帮外卖员送外卖的价格十分透明,每单2元。 ...
一财记者华强北体验给外卖员送外卖,多人接力一天赚千元
Di Yi Cai Jing· 2025-06-11 10:16
根据配送时长,有人会在中午赚几十块钱,有的几个人接力一天赚近千元。 国内有1000多万名外卖骑手,但从事送外卖工作的人不止这1000多万名骑手。 6月10日中午,记者在深圳华强北赛格大厦见到的每一个送餐阿姨都知道演员闫妮近期在华强北拍送外卖戏份的事。真实的戏份则发生在她们自己身上。 就在深圳达到一天中最高温34度的时候,记者在深圳华强北赛格大厦楼下看到一群戴着帽子、手提外卖袋子的阿姨来来回回。她们在从事一份工作——帮外 卖员跑"最后一百米"送外卖。 从上午11点到午后1点半,记者在赛格大厦楼下总能同时见到10个左右的阿姨。有阿姨向记者介绍,这里至少有几十个阿姨在送外卖。华强北不止赛格大厦 需要阿姨送外卖,在相隔100米左右的电子科技大厦,到了午后1点,记者在楼下也见到了5名阿姨同时在招揽生意。"这栋楼就差不多有30个人在送外 卖。"电子科技大厦楼下,一名阿姨表示,她认为在华强北送餐的阿姨不止100个。 记者看到,帮外卖员送外卖的群体以阿姨为主,看上去年纪在50岁左右,也有零星的几名男性,他们有些是阿姨的丈夫,与阿姨一起接力配送外卖。 阿姨帮外卖员送外卖的价格十分透明,每单2元。外卖员急匆匆地扫码付钱,阿姨急匆 ...
顺丰同城布局无人车助力末端提效 为即时零售提供全链路支撑
Zheng Quan Ri Bao· 2025-06-11 09:39
据了解,顺丰同城除了为各大平台和商家提供即配服务,亦直接嵌入到物流各环节,以"最后一公里"服 务助力快递网络提升时效。同时,顺丰同城还为快递企业和物流服务商提供揽收、派件、转运等多环节 支撑,解决传统物流在高峰期自有运力紧张与单量增长不匹配的问题,通过仓配"接驳送"等方式实现半 日达、小时达等物流提速。 在运力筹备上,顺丰同城依托大数据预测、AI调度技术等在全国各地制定差异化、精细化运力方案, 并针对核心商圈、大型社区等订单密集区域,提前储备骑手,实现动态调整。同时,加大无人配送技术 应用,数据显示,顺丰同城已在全国38城投放无人车配送,无人车运营规模增至200台,全国月度活跃 路线突破万条,构建起"天地人"立体运力体系,有效提升极端订单峰值下的履约韧性与服务灵活性。 本报讯 (记者李春莲)今年"618"大促第一阶段已接近尾声,即时零售热度持续攀升。在此次大促中, 杭州顺丰同城实业股份有限公司(以下简称"顺丰同城")以中立定位、全场景覆盖及与顺丰生态协同等 优势,成为品牌与平台构建即时零售生态的关键基础设施,并通过"无人车+骑士"等多元运力组合,优 化末端履约效率,为即时零售提供全链路支撑。 顺丰同城独立第三 ...
大摩:重申Grab(GRAB.US)“增持”评级 收购GoTo具有战略意义
智通财经网· 2025-06-11 08:48
Group 1 - Morgan Stanley reaffirms "Overweight" rating for Grab Holdings (GRAB.US) with a target price of $5.65 [1] - Grab recently stated that it is not currently in negotiations to acquire competitor GoTo, indicating that a deal may not happen immediately, but future possibilities remain [1] - The potential merger between Grab and GoTo has been discussed multiple times over the past five years, and Morgan Stanley believes it could enhance profitability and returns for both companies [1] Group 2 - Indonesia is the largest online delivery service (ODS) market in Southeast Asia by gross merchandise volume (GMV), but intense competition has weakened unit economics, making it potentially the least profitable market [1] - As of Q1 2025, GoTo's ODS adjusted EBITDA margin is 2.0%, while Grab's overall ODS margin is 4.5% [1] - Grab's revenue contribution from Indonesia is projected to be 23% in 2025 [1] Group 3 - Both Grab and GoTo appear to be seeking to improve their profit margins, with Grab noting a more constructive competitive landscape in Indonesia [2] - Grab has increased its market share in the Indonesian ODS market over the past two quarters, while GoTo has adopted a more balanced approach, doubling its ODS margin from 1% in Q3 2024 to 2% in Q1 2025 [2] - Without a merger, there is a risk of renewed competition intensifying [2] Group 4 - Despite macroeconomic concerns, Grab's management is optimistic about trends, reporting a 19% growth in ODS GMV from April to May, following a 16% growth in Q1 [2] - Grab has a strong balance sheet, with net cash and short-term investments totaling $5.6 billion as of Q1 2025 [2]
对话未来商业丨巨头混战送红利?UU跑腿创始人乔松涛:即时配送从垄断红利回归效率竞争
Mei Ri Jing Ji Xin Wen· 2025-06-11 08:35
Core Insights - The company "UU Run" has maintained a low-profile operation in the competitive instant delivery market, focusing on service quality and operational efficiency rather than aggressive marketing and subsidies [5][6][8] - The founder, Qiao Songtao, emphasizes the importance of hands-on experience in optimizing delivery systems, stating that all employees are required to take delivery orders [5][6][14] - The company has achieved profitability and has strategically chosen to operate in lower-tier markets while planning to expand into first-tier cities in the future [7][14][23] Industry Dynamics - The instant delivery industry is experiencing a new wave of competition, driven by major players like Meituan, JD, and Ele.me, which has resulted in increased order volumes for "UU Run" [14][15] - The competition is shifting from a focus on market share to efficiency and service quality, as companies seek to establish unique advantages in a crowded market [15][16] - The industry is expected to evolve towards greater intelligence, scenario segmentation, and platform neutrality, with "UU Run" positioning itself as a foundational infrastructure for physical world deliveries [26][27] Business Strategy - "UU Run" has adopted a strategy of precise resource allocation, offering targeted subsidies based on demand scenarios rather than blanket promotions [11][12] - The company has minimal participation in large-scale price subsidies, focusing instead on maintaining service quality and operational efficiency [12][19] - Future plans include expanding service offerings in various scenarios, such as home services, logistics, and corporate deliveries, while leveraging technology for improved delivery capabilities [23][28] Technological Innovation - The company has a strong emphasis on technology, with 18% of its workforce dedicated to tech development, including a self-developed dispatch system and applications of AI [26][27] - "UU Run" is exploring low-altitude logistics and has initiated partnerships for drone delivery, indicating a commitment to innovative delivery solutions [28][29] Market Position - "UU Run" is positioned as an independent third-party platform, not reliant on any single major player, which allows it to serve the entire market effectively [15][19] - The company aims to build a competitive edge through service reliability and operational excellence, rather than engaging in price wars [16][19]
618竞争转向即时零售 顺丰同城化解履约高峰
Bei Jing Shang Bao· 2025-06-11 05:06
Group 1 - The competitive logic of the 618 shopping festival is undergoing a structural transformation, with traditional e-commerce facing challenges from "lowest prices" and "billion subsidies," leading to a rational return of consumers and a trend towards fragmented traffic [1] - The shift towards instant retail not only shortens order cycles and reduces return rates but also points to a growing market in instant consumption scenarios, extending from dining to supermarkets, electronics, and beauty products, with a projected market size exceeding 2 trillion yuan by 2025, where non-food categories will account for over 60% [1] - The emergence of a new competitive dimension in retail ecology emphasizes the advantages of third-party delivery services that can deeply integrate with brands and platforms, as exemplified by SF Express's collaboration with over 7,500 new KA stores in 2024, providing one-stop delivery solutions [1] Group 2 - SF Express serves as a flexible delivery partner for platforms like Douyin and WeChat, while also supplementing capacity for major platforms like Meituan and Ele.me during peak periods, supporting diverse scenarios such as live streaming and private domain e-commerce [2] - During the 618 shopping festival, SF Express not only provides instant delivery services but also integrates into various logistics stages, addressing the mismatch between traditional logistics capacity and order growth during peak times, achieving faster delivery through methods like "warehouse-to-delivery" [2] - The company utilizes big data forecasting and AI scheduling technology to create differentiated and refined capacity plans across the country, ensuring dynamic adjustments in high-demand areas such as core business districts and large communities [2]
从玉智农盘中最低价触及0.325港元,创近一年新低
Jin Rong Jie· 2025-06-09 08:58
Core Viewpoint - The company, Congyu Agriculture Group Limited, has experienced a decline in stock price, reaching a new low, while also facing significant net capital outflow on the trading day [1][2]. Company Overview - Congyu Agriculture Group Limited, formerly known as China Gold Control Investment Group Limited, was established in 1992 and is listed on the Hong Kong Stock Exchange. It is the first agricultural enterprise in Hong Kong to focus on high-standard vegetable planting and sales [2]. - The company has been recognized as a key leading enterprise in agricultural industrialization by both national and provincial authorities, and it plays a significant role in the "vegetable basket" project in the Guangdong-Hong Kong-Macao Greater Bay Area [2]. Business Model and Strategy - The company adopts a "company + base + farmer" industrial development model, emphasizing agricultural standardization and leveraging its advantages in capital, geography, technology, and market [3]. - It aims to enhance food safety and quality through agricultural technology and biological science applications, contributing to sustainable agricultural development in China [3][4]. Product and Service Expansion - The company has expanded its operations from vegetable planting to a full range of agricultural services, establishing a unique product and testing standard system, as well as a smart distribution system [4]. - It provides food ingredient delivery services to major retail chains and online platforms, including Walmart and Meituan, covering five major regions in China [4]. Future Plans - The company plans to create greater value through high-quality agricultural products, industry cooperation, and partnerships, aiming to become a leading agricultural industry group in China [4].
一周要闻·阿联酋&卡塔尔|京东迪拜物流项目交割/卡塔尔去年吸引中国逾4100万美元外商直接投资
3 6 Ke· 2025-06-09 08:15
Group 1 - Meituan is accelerating its overseas expansion plans, with Dubai as the first international trial site for its drone delivery service, having obtained the first commercial operation certification for drone delivery in Dubai by December 2024 [2] - PingPong has received preliminary approval from the Central Bank of the UAE to operate, which will enable it to provide a range of services including local remittance and cross-border transfers for local and global businesses [2] - Gaw Capital plans to increase investments in the Middle East, having recently invested over $150 million in a residential building in Abu Dhabi and signed agreements to explore the development of a life sciences park in Dubai [2] Group 2 - JD Logistics has completed the delivery of its first logistics infrastructure project in the Jebel Ali Free Zone in Dubai [3] - Abu Dhabi has launched a unified economic license to enhance its competitiveness as a business-friendly destination, streamlining the registration process for economic licenses across the emirate and its free zones [3] - The UAE's non-oil private sector growth rate fell to its lowest level in nearly four years in May, with the Purchasing Managers' Index (PMI) dropping from 54.0 in April to 53.3 in May, indicating a slowdown in growth momentum despite strong demand [3] Group 3 - The UAE Ambassador to China attended a trade cooperation exchange meeting, where multiple cooperation agreements were signed, exploring potential collaboration opportunities between the UAE and Sichuan Province [4] - The Middle East tourism market is expected to grow significantly, with total tourism consumption projected to reach $350 billion by 2030, maintaining an annual growth rate of around 7% [4] - The first UAE Agriculture Conference and Exhibition concluded successfully, attracting over 10,000 attendees and resulting in several strategic agreements to support the agricultural sector [5] Group 4 - The UAE is seeking to negotiate a trade agreement with the US to reduce tariffs on steel and aluminum, as the UAE is a significant exporter of these products to the US [5] - The Comprehensive Economic Partnership Agreement (CEPA) between Cambodia and the UAE has shown initial positive results, with bilateral trade increasing by 5% year-on-year in 2024, reaching $91.14 million [5] - Qatar is projected to attract $2.74 billion in foreign direct investment (FDI) in 2024, with significant contributions from Chinese companies across various sectors [6] Group 5 - Qatar's tourism sector is expected to contribute 55 billion Qatari riyals (approximately $15.1 billion) to the GDP in 2024, marking a 14% increase from 2023, with 5 million international visitors anticipated [7] - HSBC Qatar is exploring various cooperation opportunities with the Hong Kong manufacturing association to support Qatar's economic diversification efforts [7]
英媒:印度人迷失的真正原因
Xin Lang Cai Jing· 2025-06-08 07:22
来源:邸钞 不可靠的地址系统会导致延误,每年造成数十亿美元的损失。 印度人依赖路名来导航,因为街道名称几乎毫无用处。在小城镇,街道名称通常不存在。(据估计,全 国范围内没有名称的道路占60%到90%。)即使有路名,也没有路标。即使有,官方名称也常常与常用 名称不同。此外,政客们经常根据自己的喜好更改街道甚至城市的名称。 这个问题由来已久。根据一项对1900年至1901年名录和人口普查记录的研究,在当时被称为孟买和加尔 各答的殖民地,"只有条件较好的房子才有门牌号……可能是因为只有这些房子才需要纳税"。但印度已 经独立78年,有足够的时间来解决这个问题。 受到影响的不仅仅是消费者的理智。物流、配送和电子商务等行业面临着成本上升和生产力下降的问 题。优步司机浪费燃料和时间寻找合适的地点。农村经济以另一种方式受到了混乱的冲击。印度各邦使 用着混合的殖民时期和前殖民时期税收制度。被称为收税员、土地征用法(tehsildar)、土地征用法 图 片来源:Getty Images 2025年6月5日|孟买 一位印度女士带丈夫去看精神科医生。"他把我们的地址重复了太多次,都疯了,"她告诉医生,而丈夫 则嘟囔着"A-42 Bh ...