" 快手持续加注商业生态体系和组织能力建设。 " 编辑丨李希 9月30日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业体 系相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、电 商团队的相关业务进行重构。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同更 敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 本次调整中，本地生活事业部正式更名为生活服务事业部。本地生活业务将与线索广告业务整合，原商业 化事业部下线索广告相关的行业团队、产品团队及相关中台团队调整至生活服务事业部下。刘逍担任生活 服务事业部负责人，向快手高级副总裁王剑伟汇报。 分析认为，此番调整可以将商家经营、营销投放两大主要诉求融合，由生活服务事业部为其提供全流程、 一站式服务。 // 近期热门文章 上述人士还表示， 快手一直以来重视人才梯队建设，在组织管理上，今年也明确在干部会上表示 "公司将 优先从内部选拔人才"，干部若能在多个业务证明自己，公司也会为他们开辟新战场。 " 比如在这次调整 中出任生活服务事业部负责人的刘 ...

每经记者｜王郁彪 每经编辑｜张海妮 原商业化事业部下内循环产品、运营、销售等相关行业团队，则调整到电商事业部。本次调整后，商业 化事业部主要是为平台做好广告中台能力支撑，同时聚焦内容消费、综合平台、品牌营销等业务。 公告同时宣布，笑古将不再担任本地生活事业部负责人，转任公司业务顾问。 快手CEO（首席执行官）程一笑通过署名的全员邮件向员工宣布了笑古卸任的消息，并在全员信中表 示，笑古从零开始搭建电商团队，推行"信任电商"，实现了快手电商GMV（商品交易总额）和用户规 模的增长；2022年，笑古出任本地生活事业部负责人，也是从零搭建业务体系和商业模式，为快手开 拓"进场零售"可能性。 除快手本地生活到店业务外，前不久，快手还在"团购"页面上线了独立"外卖"入口。用户点击"外卖"进 入页面下单，选择"在线点单"后跳转至第三方小程序，由第三方提供人力配送。快手给出的一组数据显 示，今年二季度，快手本地外卖商品支付用户数环比增长超过3倍。 封面图片来源：每日经济新闻（资料图） 快手对商业生态体系和组织架构进行了新一轮调整。 9月30日，快手发布公告，基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、 ...

快手-W(01024)盘中高见85港元，创2022年7月以来新高。截至收盘，涨7.22%，报84.6港元。 今日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业体系 相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、电 商团队的相关业务进行重构。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 本次调整中，本地生活事业部正式更名为生活服务事业部。本地生活业务将与线索广告业务整合，原商 业化事业部下线索广告相关的行业团队、产品团队及相关中台团队调整至生活服务事业部下。刘逍担任 生活服务事业部负责人，向快手高级副总裁王剑伟汇报。 分析认为，此番调整可以将商家经营、营销投放两大主要诉求融合，由生活服务事业部为其提供全流 程、一站式服务。 公开资料显示，刘逍2020年加入快手，在快手5年半期间，前后担任内容运营中心、房产和招聘业务中 心、商业化外循环和基础产品部、快手内容消费和线索广告产品部、快手联盟产品部多个业务负责人。 内部人士指出，由熟 ...

智通财经APP获悉，快手-W (01024) 盘中高见85港元，创2022年7月以来新高。截至收盘，涨7.22%，报 84.6港元。 今日，快手发布公告表示，为了更好地服务长效经营的商家，迎接未来增长机会，决定对现有商业体系 相关组织进行迭代升级。基于电商、生活服务、商业化三大核心商业场景，快手对原商业化、本地、电 商团队的相关业务进行重构。 快手方面表示，此次调整是为了让业务目标更明确，业务策略更一致，资源投入更聚焦，业务组织协同 更敏捷，从而进一步提升公司商业体系的组织效率和商业变现效率。 原商业化事业部下内循环产品、运营、销售等相关行业团队，则调整到电商事业部。通过将电商业务与 内循环广告业务做整合，构建"流量-交易-广告转化-商家服务"的闭环能力，可以更好地提升流量分配效 率，平衡用户体验、商家成长和商业变现，为商家提供更一体化的服务体验。 本次调整中，本地生活事业部正式更名为生活服务事业部。本地生活业务将与线索广告业务整合，原商 业化事业部下线索广告相关的行业团队、产品团队及相关中台团队调整至生活服务事业部下。刘逍担任 生活服务事业部负责人，向快手高级副总裁王剑伟汇报。 分析认为，此番调整可以将商家 ...

Core Insights - Alibaba's Taobao Flash Sale has launched an in-store group buying service, initially in Shanghai, Shenzhen, and Jiaxing, to compete with Meituan and Douyin in the instant retail sector [1][4][18] - The service aims to attract users by offering discounts and is seen as a natural extension of existing offerings, with a focus on enhancing consumer and merchant experiences [6][9] - The competition landscape is evolving, with various platforms like Gaode and Douyin also entering the in-store group buying space, indicating a shift in how local services are marketed and consumed [10][14] Group 1: Taobao Flash Sale's Strategy - Taobao Flash Sale's in-store group buying service was officially launched on September 20, 2023, with a focus on multiple food categories [4][6] - The initial rollout is part of a broader strategy to leverage existing user bases and enhance service offerings, with plans for expansion into more cities [1][9] - The pricing strategy shows competitive pricing against Meituan, with some products priced lower on Taobao Flash Sale, particularly in the tea and dessert categories [6][4] Group 2: Competitive Landscape - Gaode has introduced its own features to compete with platforms like Dazhong Dianping, while also hiring for local life-related positions, indicating its commitment to the in-store group buying market [10][11] - Douyin is actively pursuing in-store group buying as a key growth area, with plans for significant promotional events to boost sales [14] - Other platforms like Kuaishou and Xiaohongshu are also exploring local life services, indicating a trend towards diversification in service offerings across multiple platforms [15][18] Group 3: Merchant Perspectives - Merchants express a preference for private domain operations, indicating a desire to retain customer relationships beyond platform-driven sales [18] - Feedback from merchants suggests that the operational model for Taobao Flash Sale's group buying is similar to that of Meituan, focusing on signing contracts with merchants and facilitating offline redemption [8][18] - The competitive dynamics suggest that while platforms vie for user attention, merchants are primarily concerned with profitability and customer retention [18]

Core Insights - Kuaishou Technology reported Q2 2025 revenue of 35 billion RMB, a year-on-year increase of 13.1% [1] - Adjusted net profit for the same period was 5.6 billion RMB, reflecting a year-on-year growth of 20.1% [1] - Gross margin and adjusted net profit margin stood at 55.7% and 16.0%, respectively [1] Revenue Structure - Online marketing services, live streaming, and other services (including e-commerce and Keling) contributed 56.4%, 28.7%, and 14.9% to total revenue [1] - Overseas business revenue reached 1.3 billion RMB in Q2, marking a year-on-year increase of 20.5% [1] Online Marketing Services - Revenue from online marketing services was 19.8 billion RMB, up 12.8% year-on-year, with growth rate improving compared to Q1 [1] - The company expanded its customer base and optimized marketing solutions using AI technology, enhancing marketing efficiency [1] - AIGC solutions for marketing materials have improved conversion rates by adapting to industry characteristics and usage scenarios [1] E-commerce Performance - E-commerce GMV for Q2 reached 358.9 billion RMB, a year-on-year increase of 17.6% [1] - Monthly active buyers in the e-commerce segment reached 134 million, showing continuous growth [1] - The share of general merchandise e-commerce GMV exceeded 32% of total e-commerce GMV [1] Live Streaming Business - Revenue from the live streaming segment was 10 billion RMB, reflecting an 8% year-on-year growth [2] - The number of signed guilds increased by over 20% year-on-year, while the number of signed streamers grew by over 30% [2] Recruitment and Local Services - Daily resume submissions in the recruitment business grew by over 40%, with two-way matching scale increasing by over 150% [2] - The Ideal Home business saw daily lead generation grow by over 60% [2] - Local life services GMV experienced steady growth, with revenue increasing by nearly 120% year-on-year [2] Keling AI Business - Keling AI revenue exceeded 250 million RMB in Q2 2025, indicating accelerated commercialization [2]

Core Viewpoint - The competition between Meituan and JD in the food delivery sector has intensified, drawing attention to the domestic internet industry, which has recently become more active [1] Group 1: Competition Landscape - JD's food delivery service is not the only competitor for Meituan, as Douyin and Kuaishou are also accelerating their expansion into local services and travel businesses [3] - Kuaishou's local life strategy aims for a GMV growth of 200% in 2024, with new tier cities seeing over 220% growth [3] - Douyin has launched targeted initiatives to enhance user engagement in the food sector, indicating a shift in advertising spending away from Meituan [5][7] Group 2: Business Model Comparison - Meituan's traditional "shelf model" contrasts with Douyin and Kuaishou's "traffic + content + algorithm" approach, which can stimulate unplanned consumer demand [7] - Despite JD's aggressive entry into food delivery, its strategy closely mirrors Meituan's, limiting its competitive edge [7] Group 3: Financial Performance - Meituan's food delivery business has a net profit margin of 2.8%, while its core local business segment achieves a much higher operating profit margin of 20.9% [10] - The overall revenue for Meituan's core local business reached approximately 337.59 billion RMB, with significant contributions from various service segments [11] Group 4: Market Dynamics - The ongoing competition in the food delivery and local services sectors is not a short-term battle, indicating a long-term strategic challenge for Meituan [12] - Regardless of the outcome, the competition is expected to drive improvements in operational efficiency and user experience across the industry [12]

《哪吒2》创造的票房神话，有一大半是三四线城市的功劳。 据猫眼专业版数据，截至今年2月13号，一至四线城市的累计票房成绩分别是9.84亿、32.05亿、19.27亿、 36.60亿，三四线城市累计贡献了全国票房总量的57.2%。 透过票房可窥见新线城市消费力的冰山一角，近年来，互联网流行的"县城中产"、"县城贵妇"等高频词汇， 都是下沉市场消费力量上浮的证明。 全国171个公布2024年社会消费品零售数据的非一线城市中，97.1%都实现了消费增长，其中，增长率最高 的，是许多人都会感到陌生的四线小城——云南玉溪。 种种迹象表明，新线城市正从"五环外配角"进阶为"增长主舞台"，新线城市用户也正在逐渐掌握消费话语 权。 体现在移动互联网的生意场上亦是如此，汇聚7亿老铁用户、在新线市场深耕的快手，已经吃到消费市场结 构变迁的头茬红利，在去年实现11.8%的营收增长、72.5%的净利润增长。 而在所有欣欣向荣的业务线里， 2024年GMV同比增长200%的本地生活业务尤为亮眼，其中，新线城市用 户的贡献达到六成， 是当之无愧的中流砥柱。 一个从规模到潜力都足够庞大的消费群体摆在眼前，过去一年里，越来越多商家涌向快手， ...