据"互联网坊间八卦"9 月 7 日晚消息，美团CEO王兴通过内部全员信披露最新数据：2023年第三季度，平台高频骑手（月接单超过26天）的平均月收入为 7230元至10100元。 过去一年，美团服务了 7.7 亿用户、1450 万年活跃商户，月均连接了 336 万骑手，即时零售日订单峰值突破了 1.5 亿单。 王兴在信中表示，美团近年来通过技术升级和规则优化，持续提升骑手收入稳定性。具体措施包括： 动态定价机制：根据订单距离、时段、天气等因素实时调整配送费，高峰时段和恶劣天气下骑手收入可提升30%至50%； a T it LAD T K | | | 未經審核 | | | --- | --- | --- | --- | | | | 截至下列日期止三 | | | | 2025年6月30日 | | 21 | | | 佔收入 | | | | | 金額 自分比 | | | | | | (人民幣千元 | | | 收入 | 91,840,480 100.0% | | 82.2: | | 經營溢利 | 226,350 0.2% | | 11,2: | | 期内溢利 | 0.4% 365.296 | | 11.3: | | 非 ...

在即时零售行业蓬勃发展的当下，物流服务的效率与质量成为行业竞争的关键因素。近期，密巴巴与美团旗下小象超市即时零售业务达成深度合作，为双 方业务发展注入全新活力。 为保障服务质量与配送稳定性，密巴巴针对该合作项目的所有司机开展专项培训，内容涵盖商品分类装卸规范、配送时效管理、客户服务标准等，确保司 机团队全面适配美团小象超市的运营要求。同时，项目运营团队建立实时沟通机制，与美团小象超市相关负责人同步配送进度，及时响应突发需求（如临 时加单、路线调整），有效提升配送环节的灵活性与可靠性。 自合作启动以来，双方业务协同效应逐步显现：合作初期每日投入 7-8 台运输车辆，经过两个月的运营优化，目前每日投入车辆已增至 20 余台，配送覆 盖范围与单日配送量稳步提升，且全程保持商品零破损、配送零延误的服务记录，得到客户的高度的认可。 下一步，密巴巴与美团小象超市将持续深化合作，计划在现有配送服务基础上，进一步拓展合作领域，共同探索即时零售与物流服务协同发展的新模式。 双方将以此次合作为契机，结合市场需求变化不断优化运营方案，为消费者提供更高效、更优质的即时购物体验，同时为物流与零售行业的深度融合提供 实践参考。 作为深耕 ...

Core Insights - The rise of instant retail in China is driven by a combination of technological advancements, changing consumer habits, and innovative business models, filling the gap between online and offline retail [2][3][4] - The instant retail market in China is projected to grow at a compound annual growth rate of 10%, reaching 3.8 trillion yuan by 2029 [2] Group 1: Consumer Demand - Consumers increasingly expect immediate satisfaction, leading to a shift from traditional e-commerce to instant retail, where delivery times can be as short as 30 minutes [4][5] - The demand for instant retail is particularly strong among urban professionals and young parents who prefer to "buy time" with their money, seeking both the certainty of offline products and the variety of online platforms [4][5] Group 2: Supply Side Evolution - Traditional retailers are transitioning from being disrupted to actively participating in instant retail, leveraging existing inventory and expanding service areas without increasing physical space [6][20] - Digital transformation is essential for brands, as partnering with instant retail platforms allows them to focus on products and supply chains while benefiting from enhanced logistics and technology [6][20] Group 3: Capital Investment - Major players like Meituan, JD, and Alibaba are heavily investing in instant retail, viewing it as a multi-trillion yuan market, which accelerates market maturity and user habit formation through subsidies and technological advancements [7][8] Group 4: Competitive Landscape - The competition among major platforms is intensifying, with Meituan, JD, and Alibaba each launching aggressive initiatives to capture market share, such as Meituan's "Meituan Flash Purchase" and JD's "JD Seconds" service [8][9] - Instant retail is reshaping consumer behavior, with non-food orders on platforms like Taobao Flash Purchase accounting for 75% of transactions, indicating a shift in consumption patterns [8][9] Group 5: Brand Strategies - Brands are not merely adding sales channels but are undergoing strategic transformations to meet the evolving consumer landscape, utilizing platform infrastructure to enhance customer engagement and satisfaction [17][18] - The collaboration with instant retail platforms allows brands to optimize inventory management and marketing strategies, enhancing their overall operational efficiency [19][20] Group 6: Impact on Traditional Retail - Instant retail poses challenges to traditional shopping malls, as it disrupts the convenience and sales logic that malls have relied on, leading to potential declines in foot traffic and sales [29][30] - Malls must adapt by enhancing their value propositions, focusing on experiential and social aspects of shopping that instant retail cannot replicate [35][36]

Core Insights - The competition between Meituan and Alibaba in the instant retail sector is intensifying, with both companies announcing that their "lightning warehouse" numbers have surpassed 50,000 [2][3] - Meituan achieved this milestone by rapidly expanding its lightning warehouses from 30,000 to over 50,000 in just eight months, indicating a monthly addition of nearly 2,500 warehouses [2][3] - Alibaba's lightning warehouse count also reached over 50,000, with a significant year-on-year order volume increase of 360%, showcasing its rapid growth strategy [2][3] Company Strategies - Meituan's strategy focuses on deep partnerships with major brands, leveraging traffic support, rebate incentives, and low commission rates to build a strong core supply chain [7][8] - Alibaba's approach involves quickly adopting Meituan's established brand and operational terminology, which lowers conversion costs and activates market memory [4][6] - Alibaba utilizes its 1688 supply chain ecosystem to shorten the cold start period for its lightning warehouses, allowing for rapid integration of existing e-commerce resources [5][11] Market Dynamics - Despite both companies reporting similar warehouse numbers, the underlying structures and partnerships differ significantly, with Meituan emphasizing deep collaboration and Alibaba focusing on broad access [8][9] - The competition is not just about quantity but also about the quality of partnerships and ecosystem control, which will be crucial for long-term success [10][16] - The shared supply chain dynamics suggest that competitors may become part of a common ecosystem, blurring the lines between rivals [14][15] Future Outlook - Alibaba plans to transition its Tmall supermarket to a near-field flash purchase model while integrating offline brand stores into its lightning warehouse system, aiming for a million offline brand stores to join [13][20] - The competition is expected to shift focus towards supply chain control, with the ability to manage product sourcing becoming a key determinant of success [19][20] - The current phase of competition is just the beginning, with the real battle anticipated to commence in September [20]

Group 1 - Alibaba achieved significant victories in both performance data and stock price during the summer of 2025, indicating a strong recovery [1] - The recent e-commerce battle involving Alibaba, JD.com, and Meituan is reshaping the market landscape, hinting at potential long-term changes in the e-commerce sector [2][3] - The stock market reaction to the earnings reports of Alibaba, Meituan, and JD.com shows that Alibaba's stock surged nearly 13% on the first day after its earnings announcement, while Meituan's stock dropped nearly 13% [4] Group 2 - In the second quarter, Alibaba's adjusted profit was 38.8 billion yuan, a decline of less than 14% year-on-year, indicating that its investments in the food delivery sector did not severely impact its profitability [18] - In contrast, Meituan's operating profit plummeted by 97% to only 200 million yuan, while JD.com reported a loss of 860 million yuan, highlighting the severe financial impact of the delivery battle on these companies [17] - The market's perception of the three companies is evident: Alibaba is seen as having a strong position due to its size and financial resources, while Meituan and JD.com face significant challenges [9][10][13] Group 3 - The food delivery battle has led to a substantial increase in daily active users (DAU) for all three companies, with Alibaba experiencing a 17% year-on-year increase in DAU by July [29][30] - Alibaba's Taobao Flash has achieved a significant increase in order volume, reaching an average of 75 million daily orders in the third quarter, nearly matching Meituan's expected 90 million [34] - The competitive landscape has shifted, with Alibaba's market share in food delivery approaching parity with Meituan, indicating a successful strategy in scaling operations [36][88] Group 4 - Alibaba's management anticipates that the integration of its various business units will create a comprehensive consumption platform, aiming for a seamless user experience across different services [89][90] - The company plans to enhance its operational efficiency and reduce average losses per order by optimizing its delivery structure and increasing the average order value [85][86] - The long-term goal for Alibaba is to establish a unified platform that encompasses all aspects of consumer needs, including food delivery, traditional e-commerce, and other services [92]

9月3日上午，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会于北京天安门广场隆重举行。 数十名美团骑手及员工受邀参加观礼，还有美团员工入选民兵方队光荣受阅，共同参与见证这一光荣时 刻。 参与现场观礼的16名美团骑手来自全国各地。他们之中，既有曾经参与小兴安岭灭火、松花江抗洪的退 伍老兵，也有在车祸中救援受困司机的先锋骑手。 在社会各界的关注与支持下，骑手保障更加健全，很多劳动者在这份工作中创造了更多个人价值与社会 价值。 作为即时零售行业的劳动者代表，他们不仅在日常岗位上为居民提供服务，也在工作之外为家庭、社区 和公众默默奉献。 骑手刘建是来自北京市朝阳区的"先锋骑手"。2024年3月，他在一起车祸现场冒着生命危险救出被困司 机，"人命关天，我肯定要冲上去"。刘建也带动身边更多骑手参与社区服务，"能为社会多做点贡献， 比啥都强"。 主动参与社区服务，已成为骑手共识。2019年，在北京市朝阳区发起"美好朝阳骑士"项目后，骑手常凯 注册成为"小巷管家"。六年来，常凯带动身边骑手遵守交规、文明骑行，鼓励伙伴参与城市环境治 理，"我们得到了来自社区、平台的支持和服务，我们也应该为社区创造价值"。 同样受邀观礼 ...

9月3日上午，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会于北京天安门广场隆重举行。 数十名美团骑手及员工受邀参加观礼，还有美团员工入选民兵方队光荣受阅，共同参与见证这一光荣时刻。 参与现场观礼的16名美团骑手来自全国各地。他们之中，既有曾经参与小兴安岭灭火、松花江抗洪的退伍老兵，也有在车祸中救援受困司机的先锋骑手。 作为即时零售行业的劳动者代表，他们不仅在日常岗位上为居民提供服务，也在工作之外为家庭、社区和公众默默奉献。 骑手刘建是来自北京市朝阳区的"先锋骑手"。2024年3月，他在一起车祸现场冒着生命危险救出被困司机，"人命关天，我肯定要冲上去"。刘建也带动身边 更多骑手参与社区服务，"能为社会多做点贡献，比啥都强"。 主动参与社区服务，已成为骑手共识。2019年，在北京市朝阳区发起"美好朝阳骑士"项目后，骑手常凯注册成为"小巷管家"。六年来，常凯带动身边骑手遵 守交规、文明骑行，鼓励伙伴参与城市环境治理，"我们得到了来自社区、平台的支持和服务，我们也应该为社区创造价值"。 在社会各界的关注与支持下，骑手保障更加健全，很多劳动者在这份工作中创造了更多个人价值与社会价值。 May RAMAD W ...

Core Viewpoint - The event commemorating the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War was held in Beijing, with participation from Meituan riders and employees, highlighting their contributions to society and community service [1][11]. Group 1: Participation and Contributions - Sixteen Meituan riders from various regions attended the ceremony, including veterans and those who have performed heroic acts in emergencies [2]. - Riders like Liu Jian and Chang Kai actively engage in community service, promoting safe riding and environmental initiatives, reflecting a collective commitment to societal contributions [2][3]. - The support from the community has empowered riders to create personal and social value through their work [3]. Group 2: Recognition and Representation - Meituan riders and employees were recognized for their roles, with some participating in the military parade, symbolizing their dedication and service [11][12]. - Employees like Fan Na, who has previously participated in national events, represent the spirit of Meituan and its commitment to serving customers [11]. - CEO Wang Xing shared his experiences from the event, emphasizing the significance of the moment for the company and its employees [11].

参与现场观礼的16名美团骑手来自全国各地。他们之中，既有曾经参与小兴安岭灭火、松花江抗洪 的退伍老兵，也有在车祸中救援受困司机的先锋骑手。 作为即时零售行业的劳动者代表，他们不仅在日常岗位上为居民提供服务，也在工作之外为家庭、社 区和公众默默奉献。 9月3日上午，纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会于北京天安门广场隆重举 行。 数十名美团骑手及员工受邀参加观礼，还有美团员工入选民兵方队光荣受阅， 共同参与见证这一光 荣时刻。 ✦ • ✦ 受阅方队里也有美团员工的身影。 范娜是美团客户服务和体验部的同学，负责 医药相关业务的服务流程运营。范娜 曾参加过国庆70周 年阅兵民兵方队，本次阅兵活动，她再次入选民兵方队。 在公司，范娜被大家亲切地称为"范范"。"看到范范光荣完成使命， 我们非常激动。 她代表了我们 每一个美团人，我们会站好岗，不辜负每一位客户"，组里的同事说。 骑手刘建是来自北京市朝阳区的"先锋骑手"。2024年3月，他在一起车祸现场冒着生命危险救出被 困司机，"人命关天，我肯定要冲上去"。刘建也带动身边更多骑手参与社区服务，"能为社会多做点 贡献，比啥都强"。 主动参与社区服务，已成 ...

8月下旬，美团、京东、阿里陆续披露2025年第二季度财报，三组数据勾勒出即时零售"三国杀"的激烈战况：美团经营利润暴跌98%，京东净利润腰斩， 阿里却凭借稳健表现实现股价暴涨——这场由巨头主导的行业混战，正推动外卖及即时零售市场迎来格局重塑。 境遇悬殊 8月27日，美团财报率先引发震动：营收918.4亿元同比增长11.7%，但经营利润仅余2.26亿元，同比暴跌98%，经调整净利润14.93亿元同比大降89%，远低 于市场预估的98.5亿元。美团直言，"本季度开始的非理性竞争"是核心原因。消息一出，其股价次日暴跌12.55%，创阶段性跌幅纪录。 作为正面战场的对手，京东同样付出代价。二季度京东营收3567亿元，以22.4%的同比增速展现强劲增长，但归属于普通股股东的净利润74亿元同比下滑 49%。不过，因营收增长韧性支撑，其股价跌幅收窄至5.03%，显著小于美团。 隔岸观火的阿里则成为意外赢家。8月28日公布的财报显示，其营收2476亿元同比增长2%，归母净利润335亿元虽同比下滑12%，但幅度可控且符合预 期，经营利润更超市场预估。叠加外卖业务突破——淘宝闪购日订单峰值达1.2亿单，月活用户暴涨20%，市场份 ...