Group 1: Core Strategies and Developments - JD.com is actively participating in the competitive landscape of food delivery, while also investing in stablecoins and artificial intelligence projects [2][3] - The company aims to apply for stablecoin licenses in major currency countries to reduce cross-border payment costs by 90% and improve efficiency to within 10 seconds [2][8] - JD.com has made significant investments in leading companies in the embodied intelligence sector, indicating a strategic focus on enhancing its supply chain and industry chain capabilities [2][4] Group 2: New Business Models - The launch of "Seven Fresh Kitchen" represents JD.com's innovative approach to the food delivery market, positioning it as a quality restaurant production platform [3][6] - JD.com is not merely entering the traditional food delivery space but is exploring a new business model that integrates various stakeholders in the food industry [7][10] - The company is actively recruiting culinary partners to co-develop dishes, showcasing a collaborative approach to business [3][6] Group 3: Integration of Technology and Operations - JD.com emphasizes the integration of digital and physical economies, aiming to find effective ways to merge with the real economy [5][6] - The company is leveraging its supply chain advantages to apply embodied intelligence across various operational scenarios, enhancing efficiency and reducing costs [9][10] - JD.com has established a dedicated "Intelligent Robotics Business" department to promote the sale of robotic products across multiple platforms [8][9] Group 4: Future Outlook - JD.com's recent activities reflect a strategic intent to adapt to the evolving market landscape and enhance its operational capabilities [4][10] - The company's focus on new technologies and business models is seen as a pathway to finding new growth opportunities [7][10] - JD.com is positioning itself to remain competitive in the internet industry by continuously refining its strategies and operations [10]

Group 1: Company Developments - JD.com has launched its first self-operated takeaway store named "Qixian Xiaochu," allowing users to order online with a "takeaway + self-pickup" model, but no dine-in option has been confirmed [2] - Uber has officially launched its WeChat mini-program, allowing users in Hong Kong and Japan to book rides, with plans to expand to nine other countries [3] - Xiaomi's public relations manager responded to allegations of plagiarism regarding a car photo, stating that jealousy distorts perceptions [4] - Neuralink successfully completed two surgeries in one day for the first time, with plans to increase the number of electrodes implanted in the brain by 2028 [5] - Microsoft has released a security update to protect SharePoint server customers from ongoing cyberattacks [9] Group 2: Financial Performance and Forecasts - Meitu has issued a positive profit forecast, expecting a 65%-72% year-on-year increase in net profit for the first half of 2025, driven by growth in its core imaging and design products [14] - Verizon reported a total revenue of $34.5 billion for Q2 2025, a 5.2% increase year-on-year, with earnings per share of $1.18, exceeding market expectations [15] - Ruipu Lanjun anticipates a significant narrowing of losses for the first half of the year, with revenues projected between 9.3 billion and 9.8 billion yuan, reflecting a year-on-year growth of approximately 22.4%-29% [16] Group 3: Investments and Financing - Qianxun Intelligent has completed nearly 600 million yuan in Pre-A+ round financing, led by JD.com [18] - Zhijidongli has announced a new round of financing led by JD.com, focusing on humanoid robot production and sales [19] - Liangxuan Technology has completed several hundred million yuan in Series B financing, with participation from various institutional investors [20] Group 4: Market Movements and Strategic Changes - Gree Microelectronics has re-submitted its listing application to the Hong Kong Stock Exchange, with expected trading suspension not exceeding 10 days [21] - Carlyle Group has agreed to sell Calastone to SS&C Technologies, with the transaction expected to close in Q4 2025, pending regulatory approval [22]

Group 1 - The State Council of China has announced the "Housing Rental Regulations," which will take effect on September 15, 2025, aimed at standardizing housing rental activities and promoting high-quality development in the rental market [2] - The Ministry of Commerce of China expressed strong opposition to the EU's sanctions against Chinese companies and financial institutions, emphasizing the negative impact on China-EU economic relations [5] - The People's Bank of China maintained the Loan Prime Rate (LPR) at 3.0% for one year and 3.5% for five years, indicating that financing costs for enterprises and residents are at historical lows [6] Group 2 - The Ministry of Transport of China announced that logistics costs will be reduced by over 400 billion yuan in 2024, with transportation costs alone decreasing by approximately 280 billion yuan [8] - The first national standard for campus meal services has been released, focusing on food safety and requiring centralized procurement of staple foods [3] - The sales of lottery tickets in China reached approximately 317.9 billion yuan in the first half of the year, marking a 3% year-on-year increase and setting a historical record [7] Group 3 - The founder of Nvidia, Jensen Huang, acknowledged the competitiveness of Chinese chip companies, stating they are formidable competitors deserving of respect [25][26] - JD.com has made significant investments in three robotics companies, indicating a focus on technological innovation and supply chain scenarios [26] - JD.com has launched its first self-operated takeaway store, "Qixian Xiaochu," which operates on a "takeaway + self-pickup" model [27]

Market Overview - The market is experiencing a positive sentiment driven by the profit-making effect, with ample liquidity limiting downward adjustments and clarifying upward logic [1][14] - The Shanghai Composite Index is expected to maintain a strong support from long-term funds, particularly from insurance capital, amidst an economic transformation [14][15] Stock Performance - The Nasdaq index broke the 21,000-point mark for the first time, while the S&P 500 closed above 6,300 points, both achieving record closing highs [3] - Major tech stocks saw significant gains, with Google rising over 2%, and Meta, Broadcom, and Amazon increasing by more than 1% [3] - Chinese concept stocks showed mixed results, with the Nasdaq China Golden Dragon Index down 0.28%, while stocks like Huya surged by 16% [3] Regulatory Developments - The State Council announced the implementation of the Housing Rental Regulations starting September 15, 2025, aimed at standardizing rental activities and promoting high-quality development in the housing rental market [4] - A joint notice was issued by several financial regulatory bodies in Hainan regarding the implementation details for cross-border asset management pilot programs, which will support foreign investors in various financial products [5] Corporate Announcements - Huylin Ecological is planning to acquire a 49% stake in Wuhan Junheng Technology, leading to a significant asset restructuring [8] - Dongfang Fortune announced a preliminary transfer price of 21.66 yuan per share for a stake transfer, with full subscription from 17 institutional investors [10] - Jiangte Electric is undergoing a control change and will suspend trading, while its subsidiary will temporarily halt production for maintenance [11] - Changchun Technology reported a 41.8% increase in revenue to 2.167 billion yuan and a 98.73% rise in net profit to 427 million yuan for the first half of 2025 [12] - Youfang Technology plans to procure servers worth up to 4 billion yuan to enhance its cloud service offerings [13]

2025.07. 21 本文字数：1080，阅读时长大约2分钟 第一财经记者陆涵之拍摄 21日下午，第一财经实地探访了上述京东外卖自营店，该店铺被命名为"七鲜小厨"，门店位于北京东城区一家大厦的一楼，厨房为透明厨房，可以看到 厨师工作状态，厨房内还有类似于炒菜机的机器辅助。除了透明厨房，门店还设有外卖员取餐区和自提区，取餐区有大量外卖柜，没有可以堂食的座 椅。现场工作人员对第一财经透露，该店选址花了不少时间。 外卖补贴大战接近尾声，但京东在外卖领域的动作却没有减少。 7月21日，第一财经记者独家了解到，京东旗下名为"七鲜小厨"的外卖自营门店已在7月20日正式开业，这是京东首家外卖自营门店。用户可以在线上 下单，采取 "外卖+自提"的模式，但没有堂食。 一个多月前，京东创始人刘强东曾在一场沟通会上表示，外卖市场很大，再过一个月之后，京东外卖很快就会出现一个跟美团完全不同的商业模式，也 期待这种商业模式能够彻底解决食品安全问题。 但对于上述业态模式的具体情况，截至发稿前，京东尚未回复。 | 商标图案 | 七鲜小厨 | | | | --- | --- | --- | --- | | 商标名称 | 七鲜小厨 | | ...