7月11日，中国最大的ACG文化线下盛会——BilibiliWorld2025(简称BW2025)在上海正式开幕，数十万00后、05后年轻人奔赴申城。上海变身一座"痛城"， 二次元浓度已直逼日本秋叶原。 "京沪牛马线已经变成了京沪BW线！"有网友在社交媒体上惊呼。BW2025前一日，在从北京到上海的高铁上，放眼望去都是带着各种Cosplay装备、背着"痛 包"(即带有二次元徽章的包)赶去参加漫展的年轻人。多条地铁线路也被二次元"承包"，有二次元网友表示，从车站、地铁到酒店，身边都是同样从外地赶来 的同好，漫展的氛围在路上已经能感受到了。美团旅行此前公布的数据显示，漫展举办当周，上海文旅预订增速环比上涨35%，全国各地来沪火车票搜索量 环比增长36%，各地来沪机票预订量同比上涨近50%。漫展场地周边的热门高星酒店"暑期提前订"增速高达475%，仅7月第一周，00后游客预订上海高星酒 店人数占比已近15%。 大批年轻人齐聚上海，带动机票、火车票、酒店等旅游订单激增以外，二次元文化也正突破"次元壁"，有效激活本地吃喝玩乐消费。不少年轻人在出发前就 已开帖询问"上海美食攻略"，迫不及待交流"觅食心得"。夜间餐饮首先迎 ...

Core Viewpoint - The article discusses the challenges and failures associated with the co-CEO model in the Chinese internet industry, highlighting the case of Himalaya and other companies that have adopted this structure, ultimately questioning its effectiveness in a fast-paced and competitive environment [1][2][3]. Group 1: Co-CEO Model Challenges - The co-CEO model can lead to inefficiencies, decision-making delays, and internal conflicts due to shared responsibilities and differing strategic visions [1][2][3]. - Companies like Himalaya, Bitmain, and Kuaishou have experienced significant struggles under co-CEO leadership, often resulting in strategic misalignment and operational chaos [3][5][6]. - The co-CEO structure may initially provide stability during transitions, but it often fails to deliver long-term success in the rapidly evolving tech landscape [1][2][3]. Group 2: Case Studies - Himalaya, despite having a strong market position with approximately 300 million MAU and 60% of mobile audio listening time in China, faced four failed IPO attempts and struggled with monetization [2][3]. - Bitmain's co-CEO model led to internal strife and a decline in market position, with the company failing to adapt to competitive pressures and ultimately stalling its IPO process [5][6][8]. - Kuaishou's dual leadership initially thrived but later faced challenges as the need for decisive action increased, leading to a restructuring of its management [22][25]. Group 3: Conditions for Success - Successful co-CEO arrangements are rare and typically require clear division of responsibilities, mutual respect, and a higher authority to make final decisions [17][29][30]. - In stable industries or during transitional phases, co-CEO structures may provide temporary benefits, but they are less effective in the dynamic and competitive environment of the internet sector [28][30][31]. - The article suggests that co-CEO models may work better in companies with distinct, independent business lines or where one leader has ultimate decision-making authority [29][32].

Group 1 - The core viewpoint of the articles highlights the significant growth and transformation in the leisure and entertainment sector, particularly in lower-tier cities, driven by evolving consumer demands and the expansion of online services [1][3][4] - The "Must-Play List" has been updated, featuring 3,485 leisure spots across 81 cities, with top cities including Shanghai, Beijing, Guangzhou, Chengdu, and Hangzhou, while also recognizing 25 lesser-known cities [1] - Guangdong province has 423 leisure spots listed, with categories such as leisure entertainment, sports fitness, and family-friendly businesses leading the count [1] Group 2 - Meituan reports a 33% year-on-year growth in the user base for leisure and entertainment services in 2024, with users under 30 making up over 50% of this demographic [3] - The online penetration rate of the leisure and entertainment sector increased from 6.8% in 2023 to 9.2% in 2024, with projections indicating a market size growth to 5 trillion by 2030 and an online penetration rate exceeding 25% [4] - The service retail sector is experiencing rapid growth in lower-tier cities, with Meituan connecting 2 million merchants and achieving an annual compound growth rate of over 90% in transaction volume since 2022 [4]

7月4日晚，2025"上海之夏"国际消费季(以下简称"上海之夏")正式启动。为大力提振"入境消费和外来消 费"，2025"上海之夏"将聚焦"让全球旅客好来、好玩、好购"，通过"活动+产品+服务+政策"，充分展现 上海的夏日活力和魅力。在活动策划宣传、消费环境打造等方面突出国际化。根据日韩、东南亚、欧美 等不同地区游客特点，差异化打造各项活动和特色产品，提升上海国际消费中心城市全球吸引力。 "上海之夏"推出十大标杆活动。李秋莹摄 "上海之夏"体验官。李秋莹摄 久事集团上海公共交通卡集团董事长周耀东表示："今年'上海之夏'打造升级版Shanghai Pass城市定制 卡，融合'交通、旅游、购物、餐饮'多元优惠于一体。Shanghai Pass城市定制卡无需实名认证就可激 活、即买即用，在提供基础交通功能服务外，整合浦江游览、豫园、双层巴士等游览产品，叠加新天 地、淮海中路、徐家汇等商圈消费优惠。升级推出多日通票，联动更多景点、更多优惠、带动更多消 费。" 据悉，"上海之夏"国际消费季是以促进暑期入境消费为主的城市活动品牌，首届"上海之夏"活动期间境 外旅客人数同比增长42.2%，外卡消费总额同比增长68.2%。今 ...

Group 1 - The 2025 "Shanghai Summer" International Consumption Season will start on July 4, focusing on promoting inbound consumption during the summer [1] - From January to June this year, Shanghai received 4.248 million inbound tourists, a year-on-year increase of 38.5%, and the sales of tax refund goods increased by 85% [1] - The event aims to enhance Shanghai's global attractiveness as an international consumption center by tailoring activities and products to different regional tourist characteristics [1] Group 2 - The event will provide various conveniences and benefits for inbound tourists, including exclusive discounted flight tickets from China Eastern Airlines and over 1 million taxi vouchers from Didi [2] - More than 200 hotels under Jin Jiang International Group will offer special accommodation deals, and Dazhong Dianping will launch a multilingual summer food guide [2] - Shanghai will enhance its tax refund services, including full coverage of tax refund stores in the city center and the introduction of electronic payment channels for refunds [2][3] Group 3 - As of June 2023, Shanghai has implemented a plan to optimize the tax refund consumption environment, proposing 16 measures across four areas [3] - The number of tax refund stores has increased to 1,391, nearly doubling since the end of last year, with centralized refund points established in major shopping areas [3] - Self-service tax refund machines have been installed at airports, facilitating easier processing for international travelers [3]

本次分会场颁奖盛典覆盖的四省市榜单上，更多能够彰显本地美食文化的"城市特色商户"冒头，占比近 五成，2025年"必吃榜"正进一步成为各地的"城市美食名片"。 "最动人的美食故事藏在升腾的烟火气里，最值得信赖的推荐，来自上亿食客的真实体验。"美团高级副 总裁李树斌表示，用户消费决策从"被动接受"转向"主动发现"，大众点评用户过去一年主动搜索美食达 78亿人次，平台累计有3.63亿条真实评价，帮助数亿人次找到心仪的美食和目的地。 6月30日，首场2025大众点评"必吃榜"分会场颁奖盛典在北京举办，来自北京市、天津市、山东省、河 北省的两百余家上榜商户受邀到场领奖。 据了解，在6月25日正式揭晓的2025年"必吃榜"上，共有144座城市及地区的3091家餐厅上榜。随着大 众"寻味之旅"的深拓广延，今年榜单新增25座美食城市发榜；更多市井好味走出巷尾，本地老店穿越时 间周期。榜单上近八成为烟火小店，超四成为10年以上老店；本次分会场颁奖盛典所覆盖的四省市共有 422家餐厅上榜，烟火小店占比超七成、10年以上老店占比近五成。山东临沂、日照两座美食城市首次 发榜。 "过去一年，我们发现用户变得更会找、更会吃，也更会写了。 ...

重构信任链条 2025年榜单上超半数商户为首次入围，超2400家为不易被察觉的烟火小店，超1200家为经受住时间考验 的市井老店。今年榜单新增10座境内味蕾小城、15座港澳台及海外地区热门城市。其中，榜单上近八成 为烟火小店，超四成为10年以上老店。 这背后离不开文旅市场火热所带来的"味蕾游"偏好。数据显示，今年一季度，揭阳、岳阳、包头、丽水 等六成以上发榜城市的榜单中，异地用户占比超五成。此外，"城市特色商户"占比近六成，同比增长近 三成。 以10座新增境内味蕾小城为例，2024年异地用户流量占比均超四成，餐饮商户日均新增评价量最高增长 120%。 据悉，大众点评还将进一步结合目前文旅的热度，推出必住榜、必玩榜。结合酒旅、票务等服务，提供 更多榜单信息，让用户有更多新的发现和体验。 作为一个一年累计有3.63亿条真实评价的平台，更强调体验的大众点评，显然有着与偏重消费的美团气 质截然不同。 "其实大众点评这个组织内部，没有任何一个部门要背商业化指标，最重要的是怎么把用户体验做得更 好。"接棒点评事业部两个多月后首次现身的美团高级副总裁李树斌表示，每个App都有边界，大众点 评还是个独立业务，"点评是收录PO ...

到家市场战火炽热的同时，到店市场也同样热闹。 据记者了解，大众点评自2015年被美团收购后，一直以独立事业部存在，但也隶属到店事业群。对于合 并后的影响，李树斌对本报记者表示，美团大部分基建的能力在核心本地商业，点评的愿景主要还是帮 助用户找到发现真实世界的美好生活，所以更多的是让用户到线下去。 伴随着大数据从餐饮延伸至酒旅、大健康等越来越多的线下生活场景，6月26日美团核心本地商业CEO 王莆中在美团2025服务零售产业大会上表示，整个服务零售产业去年有7万亿，但线上化率只有9%，他 预计2030年这一比例有望增长到25%。 与到家市场现在已成为巨头间的游戏不同，到店市场玩家众多但也更加分散，下沉市场则成为他们争夺 日渐激烈的关键战场。网经社电子商务研究中心数字生活分析师陈礼腾对《华夏时报》记者表示，目前 服务零售市场的竞争关键聚焦于用户体验、运营效率、技术创新、生态协同与政策合规五大维度，"头 部企业正通过并购整合加速资源优化，AI、大数据等技术驱动精准营销与智能调度，在效率与体验上 构建双重优势。" 撬动线下餐饮 互联网数据已成为越来越多用户选择线下服务的重要参考，餐饮是其中的一个重要品类。 6月25日 ...

Core Insights - The 2025 "Must-Eat List" by Dianping has been released, featuring a record 3,091 restaurants across 144 cities and regions, marking the highest numbers in both city and restaurant counts in history [1] - The list includes over 2,400 small local eateries and more than 1,200 restaurants that have been operating for over 10 years [1] Summary by Categories City and Restaurant Growth - The number of cities on the "Must-Eat List" has increased from 77 in 2017 to 144 in 2025, representing a 25% increase from 119 cities in 2024 and a 136% increase from 61 cities in 2023 [1] - The number of restaurants listed has grown significantly, from 1,062 in 2017 to 3,091 in 2025, with the first breakthrough of over 2,000 restaurants occurring in 2023 [1] Localization and International Expansion - Dianping's Senior Vice President, Li Shubin, indicated that the company will enhance localized operations in various cities due to previous shortcomings [1] - The 2025 list includes 25 new cities, with 10 being smaller inland cities and 15 from Hong Kong, Macau, Taiwan, and overseas popular destinations, reflecting a growing demand for Dianping's services in international markets [1] Catering to Foreign Tourists - The increase in foreign tourists visiting China has led to a surge in demand for Dianping's services, prompting the launch of a translation page for the "Must-Eat List" to assist foreign visitors [1] - The company aims to establish overseas teams to expand its services more rapidly and effectively in international markets [1]

今年榜单新增10座境内"味蕾小城"、15座港澳台及海外地区热门城市。榜单上近八成为烟火小店，超四 成为10年以上老店。过去一年，用户"因食而游"的半径持续扩大，更多美食城市被挖掘。以10座新增境 内味蕾小城为例，2024年异地用户流量占比均超四成，餐饮商户日均新增评价量最高增长120%。 2025年榜单上超半数商户为首次入围，超2400家为不易被察觉的"烟火小店"，超1200家为经受住时间考 验的市井老店。广东省上榜商户数达396家，为全国上榜商户数第一省份，深圳、广州、东莞、佛山、 汕头为上榜商户数前五位的城市。全省上榜商户中，烟火小店占比超70%，10年以上老店占比近35%， 首次上榜商户数占比近55%，榜单"发现感"进一步提升。 今年深圳上榜商户数达84家，为全国上榜餐厅数量排名第五的城市，福田区、南山区成为全国上榜商户 数前十的行政区，梅林商圈以上榜商户数跻身全国商圈前列。深圳上榜餐厅中，有46家为扎根街头巷尾 的烟火小店，占比近55%；28家为10年以上老店，占比近35%；首次上榜商户占比接近47%。更多城市 特色餐厅上榜，占比接近43%，其中近半数为新上榜，荔园小馆、好好味面家（桃园店）等市井地道 ...