现在，农村也能点外卖了。广东惠州，咖啡香气飘进田间；陕西咸阳，生日蛋糕准时抵达村口。"爷爷 奶奶收到我点的水果，乐得合不拢嘴""今儿不用着急赶回去给老人做饭了""孩子想吃汉堡，村里也能下 单了"……一个个订单，记录的不仅是一笔笔交易，更是一段段生活，折射出外卖服务为乡村带来的温 情与便利。 改变之下，如何更好满足乡村的各种需求？"十五五"规划建议提出："促进城乡融合发展""推动农村基 本具备现代生活条件"。现实中，江浙一带的农村，已开始试点无人机送餐；而在部分中西部地区，农 村仍面临物流不畅、快递上门不便等困难。这提醒我们，在乐见更多"外卖进村"这样的新供给出现的同 时，也要关注那些"外卖进不了的村子"。 城乡融合发展任重道远。就"外卖进村"而言，既需要在硬件上下功夫，完善网络、交通等基础设施；也 要在软件上发力，释放政策红利，拓宽农民增收渠道，让乡亲们的钱包鼓起来。同时，平台企业也需因 地制宜创新服务模式，比如在订单分散、密度低的区域，探索"快递代取""药品急送"等便民服务。 从"外卖进村"到新能源汽车下乡，从智能家电普及到绿色消费兴起……通往现代化的征程中，乡村是不 可或缺的一环，更是充满活力的蓝海。这条 ...

Core Insights - Didi is leveraging its strong domestic cash flow to support high-growth overseas businesses, particularly in Brazil's food delivery market and future technology developments like Robotaxi [1] Domestic Business - The competitive landscape in Didi's domestic market has stabilized, with no signs of a renewed price war following a temporary increase in subsidies by competitors during the National Day holiday [2] - Didi aims for a domestic GTV profit margin of 3.7% by 2025, with an expected expansion of approximately 50 basis points in 2026, driven by increased electric vehicle penetration and refined consumer incentives rather than driver exploitation [2] International Business - Didi is strategically investing in Brazil's food delivery market, which is seen as a critical opportunity, leveraging its asymmetric advantages over local competitors like iFood [3][4] - The Latin American ride-hailing market, particularly in Brazil and Mexico, has matured, with some quarters achieving a 2% GTV profit margin, indicating self-sustainability [3] Robotaxi Development - Didi is transitioning from research to commercialization in the autonomous driving sector, with plans to expand its Robotaxi fleet to over 1,000 vehicles next year [3] - A new generation of Robotaxi vehicles, developed in collaboration with GAC, is set to be mass-produced and launched next month [3] Market Potential - The total addressable market (TAM) for Brazil's food delivery sector is projected to reach $20 billion by 2024 [4] - Didi's extensive motorcycle fleet provides a competitive edge over local giants, supported by a strong track record of high ROI investments in ride-hailing and fintech [4] - Didi plans to expand into more lower-tier cities in Brazil, exceeding management's initial expectations [4] Shareholder Commitment - Didi has committed to a $2 billion share buyback program, effective until March 2027, with $23.2 million worth of shares repurchased between August 25 and November 21 [3]

2023年5月，美团在中国香港首次推出了国际外卖品牌Keeta。两年多以来，Keeta已在中国香港、沙特 阿拉伯、卡塔尔、科威特、阿联酋、巴西等多地开展业务。 11月28日晚，在美团第三季度财报电话会上，美团CEO王兴表示，Keeta香港业务在今年10月已经盈 利，提前实现了此前的"三年内盈利"目标。 ...

Core Insights - Keeta's Hong Kong operations have achieved profitability as of October this year, marking a significant milestone for the company [1] - Meituan's CEO, Wang Xing, highlighted that Keeta has solidified its leading position in Hong Kong during the third quarter [1] - The company achieved this profitability milestone within 29 months of launching the Keeta brand, ahead of the previously set three-year target [1] Financial Performance - In the third quarter, Keeta's user engagement (UE) metrics showed significant quarter-over-quarter growth [1] - The launch of Keeta in Hong Kong occurred in May 2023, indicating a rapid development trajectory for the brand [1]

Core Viewpoint - The company firmly opposes the "involution" competition characterized by low-quality and low-price strategies in the food delivery market, asserting that such price wars do not create sustainable value for the industry [1] Group 1: Company Strategy - The company plans to increase investments in "rider rights protection" and "support for small and medium-sized merchants" to promote long-term healthy development in the industry [1] - The CEO emphasized the importance of focusing on providing quality service to consumers, merchants, and riders, while maintaining confidence in defending the market position in instant retail [1] Group 2: Market Position - The company has reiterated its opposition to irrational competition in the food delivery sector, believing it to be temporary [1] - The company continues to lead in the mid-to-high price order market, holding over 66% market share in orders exceeding 15 yuan and over 70% in orders exceeding 30 yuan [1] - Core user retention remains high, with steady improvements in user consumption frequency and loyalty [1]

Core Insights - Meituan reported its Q3 2025 earnings, achieving revenue of 95.5 billion yuan, a year-on-year growth of 2%. However, due to intensified industry competition, the core local business operating profit turned negative, resulting in a loss of 14.1 billion yuan. The number of transaction users exceeded 800 million in the past 12 months [2] Group 1: Financial Performance - In Q3, Meituan's revenue reached 95.5 billion yuan, reflecting a 2% year-on-year increase [2] - The core local business faced a loss of 14.1 billion yuan due to increased competition [2] - Daily active users (DAU) of the Meituan app grew by over 20% year-on-year, with monthly transaction users for food delivery reaching a historical high [2] Group 2: Strategic Initiatives - Meituan is focusing on enhancing service quality and promoting healthy industry development by increasing capital investment [2] - The company aims to maintain its competitive edge through its "retail + technology" strategy, continuously iterating products and services to better meet user needs [2] Group 3: New Business Developments - The grocery retail business showed strong growth, with Keeta expanding its global presence, launching operations in Qatar, Kuwait, UAE, and Brazil [3] - Meituan has introduced a nationwide rider pension insurance subsidy and is building "rider apartments" to provide housing support [3] Group 4: R&D and AI Advancements - Meituan's R&D investment reached 6.9 billion yuan, a 31% year-on-year increase [3] - Significant progress was made in AI research and applications, with the release of multiple open-source models and the development of AI tools for merchants [3]

Core Insights - Meituan has launched a pilot project called "Rider Apartments" to provide affordable housing for delivery riders in Beijing, with the first batch of apartments located in the Tian Tan South neighborhood [1][5] - The initiative aims to improve living conditions for riders, offering subsidized rent significantly lower than the market rate, with additional amenities included [5][6] Group 1: Housing Initiative - The first "Rider Apartments" have been established, with riders paying a monthly rent of 700 yuan after subsidies, compared to approximately 1500 yuan for similar accommodations in the area [5] - The apartments are designed to accommodate various types of riders, providing different room configurations and essential amenities such as independent showers, washing machines, and 24-hour hot water [5][6] - The project is expected to meet the housing needs of over 600 riders in major cities like Beijing, Shenzhen, and Chongqing [5] Group 2: Rider Experience - Riders report improved living conditions, with larger, cleaner, and quieter rooms compared to previous accommodations, leading to a better quality of life [3][5] - The communal living environment allows riders to support each other, reducing psychological burdens associated with living alone [5] Group 3: Future Plans - Meituan plans to invest 10 billion yuan over the next five years to enhance rider welfare, extending support from work to personal life and families [6]

【#京东外卖员被曝换新工服##知情人士回应京东外卖员换新工服#】京东近日官宣推出独立外卖App， 同时，一款形似"赛车服"的京东外卖骑手服装照片开始在社交平台流传，引发网友猜测：继饿了么更 名"淘宝闪购"并更换橙黑配色工服后，京东是否也将更换工服？记者从接近京东人士处获悉，网传京东 外卖骑手新工服并非官方发布版本，仅是内测版的其中一款。（智通财经） 京东也要跟上这波换新潮流了，工作服大变天 .... ...

Core Insights - Meituan's "Tongzhou Plan" celebrates its fifth anniversary, with the company committing to invest 10 billion yuan to enhance the rider protection system [1] Group 1: Rider Protection Initiatives - The plan will extend major illness care benefits to include not only riders and their children but also spouses and parents [1] - The Kangaroo Baby public welfare program will expand its coverage for the children of riders [1] Group 2: Housing Support - Meituan is launching "Rider Apartments" in cities like Beijing, Shenzhen, and Chongqing, where riders can pay a subsidized rent of 700 yuan for a single room in the second ring road of Beijing [1] Group 3: Financial Commitment - As of the end of October, Meituan has invested 260 million yuan in projects like major illness care and Kangaroo Baby, benefiting over 8,000 riders and their families [1]

Core Insights - Meituan's "Tongzhou Plan" celebrates its fifth anniversary, with the company committing to invest 10 billion yuan to enhance the rider protection system [1] Group 1: Rider Protection Initiatives - The plan will extend major illness care benefits to include not only riders and their children but also spouses and parents [1] - The Kangaroo Baby public welfare program will expand its coverage for riders' children [1] Group 2: Housing Support - Meituan is launching "Rider Apartments" in cities like Beijing, Shenzhen, and Chongqing, where riders can pay a subsidized rent of 700 yuan per month for a single room in the second ring road of Beijing [1] Group 3: Financial Commitment and Impact - As of the end of October, Meituan has invested 260 million yuan in projects like major illness care and Kangaroo Baby, benefiting over 8,000 riders and their family members [1]