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“1对1急送”礼赠服务受青睐,顺丰同城独享专送中秋单量同比增超5倍
Zhong Jin Zai Xian· 2025-10-11 11:35
今年国庆中秋双节合一,8天"黄金周"可"拼出"12天超长假期,有效激发了全国消费市场活力。文 化和旅游部信息显示,国庆中秋假日8天,全国国内出游8.88亿人次,较2024年国庆节假日7天增加1.23 亿人次;国内出游总花费8090.06亿元,较2024年国庆节假日7天增加1081.89亿元。同时,各地积极出台 政策丰富节日供给,进一步释放了本地餐饮、零售等消费需求。在"出游"与"团圆"交织的假日主题下, 即时配送等新消费基础设施,为游客出行和本地消费提供了重要支撑。 "文旅+即配"升级旅行体验,汕尾、景德镇等地日均单量数倍增长 今年"十一"假期,游客出行呈现多元化趋势,从热门旅游城市到县域小城均迎来客流高峰。在此背 景下,"文旅+即配"模式为各地旅游消费体验注入新活力。例如,顺丰同城与"十一"旅游场景的深度融 合,在哈尔滨、汕尾、景德镇、呼和浩特等热门旅游目的地城市的日均配送单量实现数倍增长。而县域 旅游热度提升,得益于交通、住宿等基础设施的完善,也离不开即时配送等新型服务的支撑。顺丰同城 作为长期深耕下沉市场的即配平台,已将服务延伸至全国县域覆盖超过1300个超1300个县域,为当地提 供全场景即时物流服务 ...
"十一双节黄金周"即配需求激增,顺丰同城日均同城配送单量同比增长63%
Ge Long Hui· 2025-10-11 02:35
据国内最大的第三方即配平台顺丰同城数据,"十一"期间,其日均同城配送单量同比去年增长63%,其 中饮品日均单量同比增长168%;快餐、商超百货及珠宝等贵重物品日均单量同比双高位数增长。与此 同时,"文旅+即配"模式为各地游客带来出游新体验,哈尔滨、汕尾、景德镇、呼和浩特等热门旅游目 的地日均单量呈现数倍增长。适逢双节,"1对1急送"高时效服务备受礼赠等需求青睐,中秋当日, 其"独享专送"单量同比去年增超5倍。 购物、聚餐迎高峰,饮品日均单量同比增长168% 今年国庆中秋双节合一,8天"黄金周"可"拼出"12天超长假期,有效激发了全国消费市场活力。文化和 旅游部信息显示,国庆中秋假日8天,全国国内出游8.88亿人次,较2024年国庆节假日7天增加1.23亿人 次;国内出游总花费8090.06亿元,较2024年国庆节假日7天增加1081.89亿元。同时,各地积极出台政策 丰富节日供给,进一步释放了本地餐饮、零售等消费需求。在"出游"与"团圆"交织的假日主题下,即时 配送等新消费基础设施,为游客出行和本地消费提供了重要支撑。 | | | 中秋1对1急送需求旺,"独享专送"单量同比增超5倍 浓厚的中秋氛围下,从为亲友 ...
京东物流2.7亿美元加码即时配送业务
Di Yi Cai Jing Zi Xun· 2025-10-09 09:09
2025.10.09 本文字数:1239,阅读时长大约2分钟 作者 |第一财经 陆涵之 10月9日,京东物流在港交所发布公告,宣布以2.7亿美元从京东集团收购从事本地即时配送业务的全资 子公司。当天,京东物流股价上涨超4%。 据了解,京东物流拟收购的本地即时配送业务为原达达集团的即时配送业务,原达达集团主营业务分为 本地即时零售业务和本地即时配送业务。 京东物流在公告中提及,鉴于即时配送业务过去数月的表现,公司认为目标业务具备商业潜力及进一步 拓展业务的机会。京东物流表示,收购可以拓展集团的解决方案及服务组合,补充其现有产品矩阵及业 务版图。同时,收购将助力集团巩固产品竞争力、开拓新商机、推动业务增长,以及加强公司的"最后 一公里"配送能力。 此前,达达已经完成私有化并由京东全资拥有。4月1日,达达发布公告宣布已与母公司签署合并计划, 成为母公司的全资子公司,母公司由京东全资拥有。 对于本次收购,百联咨询创始人庄帅对第一财经记者表示,京东物流本次收购是为了提升其作为第三方 的物流服务能力,收购达达后可以给包括京东秒送、淘宝闪购、抖音小时达在内的多个平台提供即时配 送的物流服务。 从业绩表现看,达达的即时配送业 ...
京东物流2.7亿美元加码即时配送业务
第一财经· 2025-10-09 08:57
2025.10. 09 本文字数:1239,阅读时长大约2分钟 作者 | 第一财经 陆涵之 此前,达达已经完成私有化并由京东全资拥有。4月1日,达达发布公告宣布已与母公司签署合并计 划,成为母公司的全资子公司,母公司由京东全资拥有。 对于本次收购,百联咨询创始人庄帅对第一财经记者表示,京东物流本次收购是为了提升其作为第三 方的物流服务能力,收购达达后可以给包括京东秒送、淘宝闪购、抖音小时达在内的多个平台提供即 时配送的物流服务。 从业绩表现看,达达的即时配送业务有着较大潜力。京东物流在公告中表示,目标业务在2025年上 半年除税后净利润为752万元,已转向盈利经营。根据达达此前的财报,本地即时配送业务达达秒送 是达达旗下增长较快的业务。达达2024年财报显示,2024年总净收入为96.64亿元,同比下滑8%。 达达秒送产生的净收入由2023年的40.15亿元增长44.6%至2024年的58.05亿元,增长主要是因为向 各连锁商家提供的同城配送服务订单量增加。业绩下滑是因为京东秒送收入同比下滑40.6%至38.59 亿元,主要是因为在线广告及营销服务收入减少,以及履行服务及其他收入减少。 今年以来,京东持续布局 ...
京东物流2.7亿美元收购京东旗下即时配送业务,加码“最后一公里”配送
Di Yi Cai Jing· 2025-10-09 07:30
京东物流在6月24日发布公告,称随着京东外卖业务的发展,京东物流开始招募全职骑手,参与京东外 卖的配送服务。 目前即时零售行业仍有较大的增长空间。商务部国际贸易经济合作研究院发布的《即时零售行业发展报 告(2024)》显示,即时电商运用大数据和人工智能等技术,预测消费者需求,优化库存管理和配送路 径,并不断完善即时配送体系,缩短商品从实体商户(仓库)到消费者的时间,满足了消费者对快速、 高效的购物需求。预计2027年,我国即时电商市场规模将突破5万亿元。 10月9日,京东物流在港交所发布公告,宣布以2.7亿美元从京东集团收购从事本地即时配送业务的全资 子公司。当天,京东物流股价上涨超4%。 (文章来源:第一财经) 据了解,京东物流拟收购的本地即时配送业务为原达达集团的即时配送业务,原达达集团主营业务分为 本地即时零售业务和本地即时配送业务。 京东物流在公告中提及,鉴于即时配送业务过去数月的表现,公司认为目标业务具备商业潜力及进一步 拓展业务的机会。京东物流表示,收购可以拓展集团的解决方案及服务组合,补充其现有产品矩阵及业 务版图。同时,收购将助力集团巩固产品竞争力、开拓新商机、推动业务增长,以及加强公司的"最 ...
滴滴:双节假期打车需求同比上涨14%,站点巴士累计运送旅客超100万人次
Xin Lang Ke Ji· 2025-10-09 07:24
Core Insights - During the National Day and Mid-Autumn Festival holidays, Didi Chuxing reported a 14% year-on-year increase in average daily ride-hailing demand, with significant growth in cross-city and long-distance travel [1][2][3] - The demand for pre-booked rides surged by 58% compared to the period before the holidays, with notable increases in trips to transportation hubs and tourist attractions [1][2] - The demand for Didi's bike and e-bike services saw a significant rise, particularly in major cities, while the demand for delivery services also experienced substantial growth [3] Group 1: Ride-Hailing Demand - Average daily ride-hailing demand increased by 14% year-on-year during the holidays [1] - Cross-city ride-hailing demand rose by 89% compared to the pre-holiday period, with 68% of this demand coming from users outside the province [1] - Long-distance ride-hailing demand from users traveling over 800 kilometers increased by 22% year-on-year, with younger generations (post-2000s and post-1995) contributing 47% of this demand [1] Group 2: Bus and Group Travel - Didi's bus service saw an 86% increase in passenger volume compared to the pre-holiday period, transporting over 1 million passengers [2] - The demand for chartered vehicles during the holidays grew by 88% year-on-year, with family travel being a significant driver [2] - The demand for 7-seat vehicles for family outings increased by 123% year-on-year [2] Group 3: Delivery and Bike Services - Didi's bike and e-bike services experienced a notable increase in demand, particularly in cities like Chengdu and Tianjin [3] - The volume of Didi's delivery orders grew by 202% year-on-year during the holidays, with significant increases in demand for flowers, cakes, and pet deliveries [3] - Rental car orders surged by 212% year-on-year, with an average rental duration of 2.5 days and a 12% increase in daily spending [3] Group 4: International Travel - The number of Didi ride-hailing orders from inbound users increased by 139% year-on-year during the holidays, reflecting a growing interest in travel to China [3] - The demand for overseas travel surged, with daily demand exceeding 100% compared to the summer peak [3]
滴滴国庆中秋出行报告出炉:异地打车需求上涨89%,租车订单突破历史峰值
Feng Huang Wang· 2025-10-09 05:32
数据显示,跨城、跨省的"向外探索"成为长假主流。假期异地打车需求较节前激增89%,其中超过三分 之二的需求来自省外用户。一个显著的趋势是,出行距离超过800公里的长线游需求同比上涨22%, 而"95后"与"00后"贡献了其中47%的需求,已然成为长线出游的绝对主力。在热门目的地方面,重庆超 越众多一线城市,跃升为全国打车需求最高的城市。 与此同时,"向内悠闲"的生活化度假方式也在重构本地消费图景。相较于奔波于各大景点,越来越多人 选择在"附近"享受假期。数据显示,前往运动场所和室内休闲场所的打车需求同比分别上涨36%和 35%。节庆活动对周边出行的带动效应十分明显,中秋夜多个城市灯会的举办,拉动场地周边打车需求 较节前上涨超过85%;多地音乐节、演唱会等大型演出更是让举办地附近打-行需求同比暴涨超10倍。 这一趋势也体现在即时零售领域,滴滴快送订单量同比去年假期增长202%,鲜花、蛋糕、行李等个性 化配送需求旺盛。 文旅深度融合催生了诸多消费新热点。报告显示,旅游景点打车需求较节前大涨185%。一些非传统旅 游城市或特色文旅项目表现抢眼,例如景德镇因一位"鸡排哥"吸引大量年轻游客打卡,其摊位周边的打 车需求同 ...
柳州46岁男子酒后认为外卖骑手挡道,对其辱骂殴打!已拘留
Nan Fang Du Shi Bao· 2025-09-28 02:09
Core Points - A delivery rider from SF Express was assaulted by a drunken man in Liuzhou, Guangxi, leading to police intervention and subsequent penalties for the assailant [1] - SF Express issued a statement clarifying the circumstances of the incident, emphasizing that the rider was performing his duties when the assault occurred [1][2] Group 1 - The assailant, identified as Yang, was detained for ten days and fined 500 yuan for the attack on the rider [1] - The rider, Huang, sustained minor injuries and was treated at a hospital following the incident [1] - SF Express provided a compensation of 5,000 yuan to the rider as a gesture of support after the incident [2]
Quhuo(QH) - 2025 H1 - Earnings Call Transcript
2025-09-26 13:02
Financial Data and Key Metrics Changes - Total revenue for the first half of 2025 was RMB 1.13 billion, a decrease of 30.2% from RMB 1.619 billion in the same period of 2024 [15] - Gross profit decreased to RMB 4.1 million from RMB 24.8 million in the first half of 2024 [17] - Net loss increased to RMB 53 million, compared to a loss of RMB 46.5 million in the first half of 2024 [22] Business Line Data and Key Metrics Changes - Revenue from on-demand delivery solutions was RMB 1.039 billion, down 30.7% from RMB 1.499 billion in the first half of 2024 [15] - Housekeeping and accommodation solutions revenue increased by 70.8% year-over-year to RMB 34.8 million [16] - Vehicle export solutions revenue decreased by 42.8% to RMB 57.4 million [16] Market Data and Key Metrics Changes - The domestic food delivery market experienced significant changes, with increased competition and cost burdens being passed to service providers [4] - The company observed signs of increased market share beginning in May 2025, indicating potential for scalable profitability [4] Company Strategy and Development Direction - The company is pursuing a dual-track strategy: optimizing the core business for quality growth and accelerating the development of the second core business [3] - The housekeeping and accommodation segment is becoming a significant driver for profit optimization [6] - The company is transitioning from a fulfillment service provider to a supply chain enabler, with a new cooperation with JD Jingdong Takeaway [13][14] Management's Comments on Operating Environment and Future Outlook - Management noted that the on-demand delivery business faces pressures but remains confident in the long-term value of the business [5] - The integration period is expected to end, leading to improved operational efficiency and profit potential in the second half of 2025 [5] - The company aims to enhance cash flow and expand its business through financial empowerment and operational improvements [26] Other Important Information - The company is involved in a trust plan to enhance property quality and rental value, which is expected to generate stable returns for investors [9] - The international revenue from used car stores showed a gross profit growth of 17.8%, with an improved gross margin [10] Q&A Session Summary Question: What is Quhuo's specific role in the trust corporation and its impact on future financial performance? - Management explained that Quhuo Ltd is a core operator in the trust project, turning business revenues into data assets and then into financial assets, which enhances liquidity and increases asset returns [25][26]
Quhuo(QH) - 2025 H1 - Earnings Call Transcript
2025-09-26 13:02
Financial Data and Key Metrics Changes - Total revenue decreased by 30.2% from CNY 1,619 million in H1 2024 to CNY 1,131 million in H1 2025 [15] - Revenue from on-demand delivery solutions was CNY 1,039 million, a decrease of 30.7% from CNY 1,499 million in H1 2024 [15] - Gross profit was CNY 24.8 million in H1 2024 and CNY 4.1 million in H1 2025, indicating a significant decline [17] - Net loss increased to CNY 53 million in H1 2025 from CNY 46.5 million in H1 2024, reflecting a 14% increase [22] Business Line Data and Key Metrics Changes - Housekeeping and accommodation solutions revenue increased by 70.8% year-over-year to CNY 34.8 million from CNY 20.4 million in H1 2024 [16] - Home to Home segment achieved 83.6% revenue growth and 319.8% gross profit growth, with gross margin rising to 65.2% [6] - Lilac's accommodation business recorded a 63.6% year-over-year increase in revenue, supported by new cooperation with Baker [8] Market Data and Key Metrics Changes - The domestic food delivery market experienced significant changes, with increased competition and cost burdens passed to service providers [4] - The vehicle export solutions revenue decreased by 42.8% to CNY 57.4 million, primarily due to a decrease in units sold [16] Company Strategy and Development Direction - The company is focused on a dual-track strategy: optimizing core business for quality growth and accelerating the development of the second core business [3][4] - The integration of housekeeping and accommodation solutions is seen as a key driver for optimizing profit structure [6] - The company plans to transition from a fulfillment service provider to a supply chain enabler, generating new opportunities [14] Management's Comments on Operating Environment and Future Outlook - Management noted that despite pressures in the on-demand delivery business, the company maintained resilience and made progress in its second core business [13] - The cooperation with JD Jingdong Takeaway is expected to add incremental volume under the new competitive landscape [13] - Future plans include focusing on operational efficiency and refining business models to deliver sustainable long-term returns [14] Other Important Information - The company has cash equivalents and restricted cash of CNY 33.1 million and short-term debt of CNY 118 million as of June 30, 2025 [22] - The company is involved in a trust plan aimed at enhancing property quality and generating stable returns for investors [9] Q&A Session Summary Question: Could you explain Quhuo's specific role in the trust corporation and its impact on future financial performance? - Management explained that Quhuo Ltd is a core operator in the trust project, turning business revenues into data assets and then into financial assets, which strengthens liquidity and increases asset returns [25] - The financial impact includes higher margin income and improved cash flow, providing flexibility for expansion [26]