保障新就业形态劳动者权益，还有一个重要的环节就是企业。目前来看，已经有部分平台企业主动 担负起相应的社会责任，或主动全量足额为骑手缴纳保费，或推动规则公开透明等，这是一个好的开 始。对于积极落实社会责任的企业，有关部门应该予以肯定和鼓励。同时，监管部门也可以有针对性地 推出相应举措和服务，推动更多企业积极履行社会责任，切实保护好新就业形态劳动者的就业权益。 此外，还可以充分发挥社区功能，对新就业群体做好精准服务。由于很多新就业形态劳动者经常穿 梭于城市社区，社区服务就显得尤为重要。比如，浙江绍兴柯岩街道专门绘制了"新就业群体全域服务 手绘地图"，为快递小哥、外卖小哥、网约车司机等人员解决了吃饭、充电、进小区等不少难题。 其实，无论是着力解决新就业群体眼前的"小麻烦"，还是直面劳动权益保障等"大问题"，关键是让 每一分服务都落到他们的心坎上。有了保障和托底，才能有效缓解"零工焦虑"，进一步激发这一群体的 潜力和热情，让他们能安心投入到工作中。 【责任编辑：杨鑫宇 编辑：杨鑫宇】 近年来，以平台经济为代表的新业态蓬勃发展，新就业形态劳动者群体随之快速壮大。数据显示， 目前全国职工总数为4.02亿人左右，其中新就业 ...

作 者 | OJRB Investment Research 编译 | 华尔街大事件 Uber( NYSE: UBER )率先推出众包叫车服务，并已发展成为该领域的全球领导者。自 2009 年由特拉维 斯·卡兰尼克创立以来， Uber已拓展至在线餐饮、食品零售、包裹递送和货运代理服务。如今， Uber的业 务覆盖 全球 15,000 多个城市，每月平台活跃用户 (MAPC) 数量达 1.71 亿，年总订单量达 1,800 亿美 元。 Uber 是一家由供给驱动的网络效应企业。最终，客户需要的是 1.) 优质的服务、2.) 较低的等待时间以及 3.) 合理的价格。为了实现这些目标，平台需要拥有强大的司机网络。作为全球最大的司机网络，Uber 无 疑为客户提供了最佳服务。随着司机网络的不断壮大，这种情况将会得到改善。 Uber 互操作的配送和出行平台是其竞争优势的关键。在供应端，双平台允许司机通过多种创收方式最大 化其收入潜力，包括外卖配送、杂货提货/配送、包裹递送和网约车服务。这种可选性激励了更多司机使 用该平台。例如，Uber 出行平台司机的首次出行中有 20% 来自快递员。Uber 不断增长的深厚客户群也 ...

5月9日，享道出行宣布，公司完成超过13亿元人民币的C轮融资，投资方包括上汽集团、产业基金和地 方政府等机构，并且公司已启动港股IPO计划。 从行业层面看，近年来，由于特斯拉、百度等国内外巨头的大力推动，Robotaxi在全球出行领域得到快 速推进。据高盛发布的研报称，预计到2030年，将有50万辆Robotaxi在中国10多个城市运营，预计到 2035年中国Robotaxi市场总规模可达470亿美元，且有望实现盈利，2026年开始在一线城市实现正毛利 率。 但这也导致企业的竞争和盈利压力变大，于是，自动驾驶行业公司开始掀起上市浪潮，以获得进一步发 展。除享道出行外，曹操出行等国内自动驾驶相关公司都在谋求港股上市。 据悉，这是国内出行行业近三年来单笔融资金额最大的一次融资。享道出行方面称，本次资本注入，标 志着享道出行"一站式智慧出行综合体"战略获得资本市场与地方政府的双重认可，享道出行也将在港股 IPO的赛道上开启加速度。 同时，享道出行还是国内首个车企背景L4级自动驾驶运营平台，从2021年底启动享道Robotaxi运营后， 已完成33万余次订单，未来出行的商业化运营已初步实现。去年6月，享道出行入选国内 ...

Core Viewpoint - Xiangdao Mobility has completed a C-round financing of over 1.3 billion RMB, marking the largest single financing amount in China's mobility industry in the past three years. The company has officially launched its Hong Kong IPO plan, with notable investors including Alibaba and CATL in previous rounds, and this round supported by industrial funds and local governments [2]. Group 1: Financing and Growth Strategy - The three rounds of financing correspond to the company's development stages: data empowerment, technology breakthroughs, and ecosystem construction, showcasing a strategic foresight in capturing industry opportunities [2]. - The company aims to deepen technology-driven initiatives, enhance service quality, and expand into diverse scenarios following the completion of the C-round financing [4]. Group 2: Business Operations - In personal mobility, Xiangdao Mobility's ride-hailing service has established a network in nearly 100 cities, with an average compound growth rate of nearly 30% during the 14th Five-Year Plan period [3]. - In corporate mobility, the brand "Xiangdao Car Rental" operates in over 150 cities with a fleet of more than 25,000 vehicles, serving over 5,000 corporate clients, including over 300 Fortune 500 companies [3]. - The Robotaxi service, launched in 2021, has completed over 330,000 orders, with more than 48,000 operational points and a total distance exceeding 2.5 million kilometers [3]. Group 3: Future Developments - Xiangdao Robotaxi is a key component of SAIC Group's smart mobility ecosystem, with plans to develop an L4-level Robotaxi fleet in Shanghai, aiming for a scale of 200 vehicles by 2026 [4]. - The company is focused on promoting sustainable and high-quality commercial operations of Robotaxi, advocating for "technology equity" to make advanced technology accessible to the public [4].

Group 1 - Pinduoduo's Duoduo Grocery has officially named its express delivery and package collection service "Pinduoduo Station," which supports 24-hour self-service pickup and home delivery [3] - The service has expanded to several provinces including Qinghai, Jilin, Zhejiang, Hubei, Jiangxi, Heilongjiang, Yunnan, and Fuzhou, in addition to previously established operations in cities like Shanghai, Jiangsu, Shandong, Guangxi, and Hunan [3] - Duoduo Grocery began testing the express delivery service in 2022 and plans to accelerate its expansion in the second half of 2024 [3] Group 2 - Recent warnings have been issued in multiple regions regarding the ride-hailing industry, advising caution for potential drivers [6] - In Zhengzhou, the average daily order volume per vehicle is approximately 14, with gross income around 210 yuan, and some drivers report monthly net incomes below 4000 yuan [6] - The Shenzhen Transportation Bureau has indicated that the local ride-hailing market is saturated, urging potential drivers to objectively assess their expected earnings [6] Group 3 - JD.com has announced a significant price reduction for the iPhone 16 Pro/Max, with discounts of up to 2000 yuan starting from today [11] - The starting price for the iPhone 16 Pro 128GB is now 5499 yuan, while the 256GB version is priced at 7299 yuan, with additional trade-in subsidies available [11] - Apple has reportedly issued a price adjustment notice to its distributors, indicating a price drop of 160 to 176 USD for all capacity versions of the iPhone 16 Pro/Max series [11]

Core Insights - The article discusses significant events in the global market, particularly focusing on the impact of tariffs and trade negotiations between the US and China, as well as the expansion strategies of various companies in international markets [2][26][35]. Group 1: Major Events - Temu is shifting its focus to markets outside the US, particularly in the Middle East and Latin America, to reduce reliance on a single market [4]. - SHEIN and Temu experienced sales declines of 23% and 17% respectively due to increased tariffs, prompting both companies to raise retail prices [5][6]. - TikTok plans to build a €1 billion data center in Finland to enhance data security for its European users [10]. Group 2: Corporate Developments - Alibaba and 24 other US-listed Chinese companies face delisting risks due to alleged ties with the Chinese military [14]. - Jeff Bezos plans to sell up to $4.8 billion worth of Amazon stock over the next year [28]. - DoorDash is acquiring UK-based Deliveroo for £2.9 billion (approximately $3.85 billion) to strengthen its position in the European market [40]. Group 3: Investment and Financing - SAIC's ride-hailing brand, Xiangdao, completed over ¥1.3 billion in Series C financing and is preparing for international expansion [38]. - Uber is investing an additional $100 million in WeRide to expand its autonomous driving services into 15 international cities [39]. - Coinbase is set to acquire Deribit for nearly $2.9 billion to enhance its global derivatives strategy [44].

Group 1: Ride-Hailing Industry Risks - Multiple cities, including Zhengzhou, Xichang, Shenzhen, and Haikou, have issued risk warnings for the ride-hailing industry, indicating market saturation [1] - Zhengzhou's daily operational vehicle ratio is 83.7%, with an average daily income of only 210 yuan per vehicle; Xichang has a taxi ownership of 40.5 per 10,000 people, significantly higher than similar cities [1] - In Shenzhen, the average daily orders per vehicle are only 12.4, while in Haikou, 36% of ride-hailing vehicles have fewer than 5 daily orders, prompting calls for rational risk assessment before entering the market [1] Group 2: Corporate Mergers and Restructuring - The merger between China Shipbuilding and China Shipbuilding Heavy Industry has made substantial progress, with the Shanghai Stock Exchange accepting the application for the merger [2] - Following the merger, China Shipbuilding Heavy Industry will be delisted, and all its assets will be inherited by China Shipbuilding, addressing issues of industry competition [2] - Both companies reported significant growth in Q1, with net profits increasing by over 180% year-on-year, reflecting a strategic restructuring trend among state-owned enterprises [2] Group 3: Home Appliance Market Challenges - The home appliance market is expected to recover in 2024 due to policy support, but small appliances continue to face pressure, with significant declines in retail sales for kitchen appliances and electric toothbrushes [3] - Leading brands like Joyoung and Bear have experienced revenue and profit declines, with Joyoung facing its largest drop in five years [3] - The industry struggles with product homogenization, insufficient R&D investment, and ineffective marketing, although some brands are attempting to expand overseas and transform channels [3] Group 4: Executive Compensation in the Energy Sector - In the A-share energy storage sector, over 20 companies reported that their chairpersons' annual salaries exceeded one million yuan, with nearly half seeing salary increases [4] - The top three earners are BYD's Wang Chuanfu (7.655 million yuan), Zhejiang Chint's Nan Cunhui (5.7994 million yuan), and CATL's Zeng Yuqun (5.743 million yuan), with Zeng's salary down 10.36% despite a 15% increase in net profit to 50.7 billion yuan [4] - CATL's energy storage battery business has a gross margin of 26.84%, surpassing that of its power battery segment, while BYD and Chint Electric's performance aligns with their chairpersons' salary growth [4] Group 5: Trade and Tariff Issues - U.S. small business owners are struggling with high tariffs, with one case showing a $3,000 product incurring over $4,600 in tariffs, highlighting the burden of tariff policies [5] - The April CPI decreased by 0.1% year-on-year but increased by 0.1% month-on-month, while the core CPI rose by 0.5%, indicating economic resilience [5] - PPI fell by 2.7% year-on-year, influenced by declining international commodity prices and weak domestic demand, with expectations of moderate CPI recovery and significant PPI downward pressure [6] Group 6: Corporate Restructuring and Layoffs - Panasonic announced plans to lay off 10,000 employees globally starting in the 2025 fiscal year, with 5,000 in Japan and South Korea, as part of a strategy to terminate unprofitable businesses and consolidate operations [7] - The company's fiscal report for 2024 showed a revenue of 8.46 trillion yen, a 0.5% year-on-year decline, and a net profit of 366.2 billion yen, down 17.5% [7] - The restructuring aims for profit growth by 2026, although a loss of 130 billion yen is anticipated for the 2025 fiscal year [7]

北京时间 5 月 7 日晚美股盘前，"国际滴滴"优步发布了 2025 年 1 季度财报，概括来看，当季业绩表现有些瑕疵，但对下季度的指引超预期对冲了当季不佳表现的 负面影响，详细要点如下： 1、网约车增长大幅放缓是最大 "雷点"： 本季 订单额同比增速仅 13.5%，环比滑坡 4.7pct，也明显低于并不高市场预期的 15%。 即便剔除汇率影响后 ， 增速同 样是从 24% 滑 坡到 20%，可见放缓 并不能全部归结于受逆风汇率的影响，业务确实有实质性的放缓。 2、另一支柱外卖业务的增长则意外的坚挺 ，（昨日 DoorDash 业绩是指向外卖增长偏弱的）。本季 订单金额同比增长了约 15%，虽看也环比放缓 3pct， 但高于 市场预期的 14.3%。 且剔除汇兑的拖累后，增速环比维持在 18% 不变。 据公司披露 生鲜及日用品等非餐外卖的年化订单额已达$100 亿，已相当于当前整体外卖订单额的 12% ，应当是增长的主要贡献来源之一。 3、 分价量驱动因素看， 核心业务订单量同比增速实际维持在 18% ， 相比上季并未减速 ，也高于市场预期的 16%。量的层面本季增长并不差。 主要是 平均客单价本季同比显著下 ...

Core Insights - The completion of the C-round financing of over 1.3 billion RMB marks the largest single financing amount in China's mobility industry in the past three years [1] - The financing aims to establish a new model for regional collaborative development and facilitate the implementation of smart transportation and the large-scale operation of Robotaxi [1][4] - The CEO of the company emphasized that the three rounds of financing correspond to the company's development stages of data empowerment, technological breakthroughs, and ecosystem construction [1] Group 1: Financing and Strategic Support - The C-round financing signifies enhanced strategic resource support from SAIC Group, industry funds, and local governments [2] - The company will adhere to the 'ACTS' technology strategy, focusing on big data, artificial intelligence, smart transportation, and intelligent safety [2] - The financing allows the company to clarify its development strategy, which includes three parallel main lines: personal mobility, corporate mobility, and future mobility [2] Group 2: Personal and Corporate Mobility - In personal mobility, the company's ride-hailing services have established a network in nearly 100 cities, with an average compound growth rate of nearly 30% during the 14th Five-Year Plan period [2] - In corporate mobility, the company's brand "Xiangdao Car Rental" has a fleet of over 25,000 vehicles serving more than 5,000 corporate clients, including over 300 Fortune 500 companies [3] - The corporate mobility sector will continue to deepen its focus on long-term rentals and high-end vehicles, expanding its industry-leading advantages [3] Group 3: Robotaxi Commercialization - The company's Robotaxi service has accelerated its commercialization, completing over 330,000 orders and covering more than 48,000 service points [4] - The company plans to build a fleet of L4-level Robotaxi vehicles in Shanghai, aiming to reach 200 vehicles by 2026 [4] - The Robotaxi service is positioned as a key component of SAIC Group's smart mobility ecosystem, contributing to the validation of smart driving technology and the accumulation of dynamic data [5] Group 4: Future Plans and IPO - The company has initiated plans for an IPO in Hong Kong to leverage capital market advantages for accelerating technological development and expanding its ecosystem [5] - The goal is to transition from scale competition to value competition in the mobility industry, promoting a new urban mobility ecosystem [5]

Core Viewpoint - The article discusses the saturation of the ride-hailing market in China, highlighting the challenges faced by drivers and the emergence of a new platform, "Xiao La Chuxing," which offers a different business model aimed at improving driver income and providing a more flexible working environment [1][2][3]. Group 1: Market Saturation and Driver Challenges - Multiple transportation authorities have issued warnings about market saturation in ride-hailing services, with Shenzhen and Haikou being notable examples [1]. - The number of ride-hailing drivers surged by 1.48 million in 2023 and an additional 910,000 in 2024, leading to a situation where drivers are struggling to earn a sustainable income [2]. - Drivers report a significant disparity in earnings, with some making as much as 20,000 yuan a month while others earn as little as 80 yuan a day, reflecting the competitive and challenging nature of the market [1][2]. Group 2: Emergence of Xiao La Chuxing - Xiao La Chuxing has become a new avenue for drivers seeking better income opportunities, particularly in smaller cities like Guiyang and Zunyi [4][6]. - The platform's unique "self-picking order model" allows drivers to choose orders based on their preferences, providing greater flexibility and reducing the pressure associated with forced dispatch [6][9]. - Drivers on Xiao La Chuxing report feeling more respected and having more control over their work compared to traditional platforms [6][8]. Group 3: Business Model and Competitive Advantage - Xiao La Chuxing differentiates itself by maintaining lower commission rates, with membership drivers facing a maximum commission of 10% and some cities offering rates as low as 1% [16][19]. - The platform's approach avoids the high commission structures prevalent in the industry, which often exceed 30%, thus providing a more favorable environment for drivers [14][15][16]. - By focusing on a low-commission model and avoiding aggressive subsidy strategies, Xiao La Chuxing aims to create a sustainable business that benefits both drivers and passengers [19][20]. Group 4: Market Positioning and Growth Strategy - Xiao La Chuxing is positioned as a "Plan C" for drivers, offering a low-cost alternative in the ride-hailing market, akin to how Pinduoduo operates in e-commerce [25][26]. - The platform leverages partnerships and traditional marketing methods, such as collaborations with logistics services, to enhance its visibility and user base without incurring high advertising costs [21][23]. - The introduction of additional services, such as "four-wheel small items" delivery and ride-sharing, has further diversified the platform's offerings and income sources for drivers [23][24]. Group 5: Challenges and Future Outlook - Despite its innovative model, Xiao La Chuxing faces challenges related to market saturation and uneven order distribution, particularly in smaller cities where demand may not meet supply [29][30]. - Drivers report difficulties in securing orders, leading to income instability, especially in regions with lower demand [30][31]. - The platform's focus on low-cost services may limit its appeal to higher-end customers, as it does not provide vehicle quality options, which could affect user experience [31][32].