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对话未来商业丨巨头混战送红利?UU跑腿创始人乔松涛:即时配送从垄断红利回归效率竞争
Mei Ri Jing Ji Xin Wen· 2025-06-11 08:35
Core Insights - The company "UU Run" has maintained a low-profile operation in the competitive instant delivery market, focusing on service quality and operational efficiency rather than aggressive marketing and subsidies [5][6][8] - The founder, Qiao Songtao, emphasizes the importance of hands-on experience in optimizing delivery systems, stating that all employees are required to take delivery orders [5][6][14] - The company has achieved profitability and has strategically chosen to operate in lower-tier markets while planning to expand into first-tier cities in the future [7][14][23] Industry Dynamics - The instant delivery industry is experiencing a new wave of competition, driven by major players like Meituan, JD, and Ele.me, which has resulted in increased order volumes for "UU Run" [14][15] - The competition is shifting from a focus on market share to efficiency and service quality, as companies seek to establish unique advantages in a crowded market [15][16] - The industry is expected to evolve towards greater intelligence, scenario segmentation, and platform neutrality, with "UU Run" positioning itself as a foundational infrastructure for physical world deliveries [26][27] Business Strategy - "UU Run" has adopted a strategy of precise resource allocation, offering targeted subsidies based on demand scenarios rather than blanket promotions [11][12] - The company has minimal participation in large-scale price subsidies, focusing instead on maintaining service quality and operational efficiency [12][19] - Future plans include expanding service offerings in various scenarios, such as home services, logistics, and corporate deliveries, while leveraging technology for improved delivery capabilities [23][28] Technological Innovation - The company has a strong emphasis on technology, with 18% of its workforce dedicated to tech development, including a self-developed dispatch system and applications of AI [26][27] - "UU Run" is exploring low-altitude logistics and has initiated partnerships for drone delivery, indicating a commitment to innovative delivery solutions [28][29] Market Position - "UU Run" is positioned as an independent third-party platform, not reliant on any single major player, which allows it to serve the entire market effectively [15][19] - The company aims to build a competitive edge through service reliability and operational excellence, rather than engaging in price wars [16][19]
UU跑腿创始人乔松涛回应高管“集体跑单” :我也接了4000多元
Xi Niu Cai Jing· 2025-06-04 03:58
Core Viewpoint - The recent controversy surrounding UU PaoTui's requirement for executives to participate in delivery during lunch breaks highlights the challenges faced by small companies in the instant delivery industry amid competition from larger players and a tightening capital environment [9] Group 1: Company Policies and Practices - UU PaoTui has implemented a policy where ordinary employees are required to complete one delivery per month, while executives must complete four deliveries per month, a practice that has been in place since the company's inception ten years ago [3][5] - The decision to have management participate in deliveries was made to allow them to experience the challenges faced by delivery personnel during peak hours and to evaluate the reasonableness of operational rules [3][5] - Following feedback from a recent seven-day peak delivery experience, the company plans to make several adjustments, including lowering penalties for violations, implementing a dual evaluation mechanism for delivery personnel, and establishing 1,000 "care stations" nationwide to provide cooling supplies for delivery staff [4][5] Group 2: Industry Context and Growth - Since its establishment in 2015, UU PaoTui has focused on non-standard services and high emotional value in lower-tier cities, avoiding competition with giants like Meituan and Dada in first-tier cities [6] - The instant delivery industry is projected to exceed 810 billion yuan by 2028, with an annual growth rate of 25%, indicating a significant market opportunity for companies like UU PaoTui [6] - UU PaoTui has shifted its focus from rapid expansion to achieving "healthy profitability," with a coverage rate of 92% in third- and fourth-tier cities [6] Group 3: Legal and Management Concerns - There are concerns regarding the legality of the company's practices, particularly if employees are dismissed for refusing to participate in deliveries, which may violate labor laws [6][7] - Critics argue that requiring executives to engage in delivery tasks could lead to a decrease in management efficiency, as their primary role should be strategic decision-making [7]
UU跑腿回应“让管理层午休跑腿接单”:体验并自查运营规则
Huan Qiu Wang· 2025-05-27 03:54
【环球网科技综合报道】5月27日消息,近日有关UU 跑腿强制高管集体午休接单的话题,在网络上引 发关注和争议。对此,UU跑腿发布官方声明称,此举是为让管理层体验午高峰跑单的不易,同时自查 一下运营规则的合理性。 日 近日,有关 UU 跑腿强制高管集体午休接单的话题,在网络上引发了非常大的争议 与讨论。在此首先跟各位网友与朋友说声抱歉,同时也回应一些大家关心的问题: 一、为什么让管理层午休跑腿接单? 1. 全面降低超时等违规处罚标准,逐步推行跑男顾客双向评价机制,以正向激励代替以 罚代管; 2. 针对高温、高峰期及恶劣天气等,智能延长跑男配送时长,上线动态高温补贴,让跑 男多劳多得,优劳优得; 3. 计划在全国设立千家跑男爱心驿站,免费为跑男提供降暑物资,全面提高跑男各项福 利与保障。 最后,我们真诚的呼吁同行与我们一起,摒弃以时间、效率、算法为竞争的低质量 内卷,转向以产品、服务、科技向善的高质量竞争。一同学习践行胖东来真诚为人、自 由与爱的文化和理念。 "我们相信只有亲自体验,才能做到跟跑男'感同身受',才能制定出更正确、更人性化的运营策略和规 则。"据官方介绍,UU 跑腿成立到现在 10 年,一直在践行这 ...
曝UU跑腿要求高管午休接单,创始人回应“我个人也接了4000多块钱呢”
猿大侠· 2025-05-26 03:02
据经视直播报道,一位 UU 跑腿的工作人员透露,跑腿员的工作时间相对自由,可以根据个人意 愿选择接单或下线由于人手紧张, 公司近期安排了中高层管理人员接单 。他还提到,经常有客 户下单后,长时间无人响应,尤其是距离较远的订单。 记者询问 UU 跑腿的客服人员是否因为人手不足而要求管理层在午休时间接单,以及管理层若不 接单或接单量不足是否面临解雇风险,客服人员表示,目前公司并未发布此类通知,他对此并不 了解。 IT之家发现,5 月 23 日中午,UU 跑腿 App 官方账号发表声明确认,IT之家附全文: 官方声明:UU 跑腿公司高管集体"跑单"情况属实,我们原则上要求高管全员参与,特殊情况需 提前报备;至于利用午休时间,是为了模拟午高峰真实跑单体验,目的是让管理亲自体验后更好 的产品优化和改进,同时对员工也有相应的补偿措施如调休、加班费等,感谢大家的关注和批 评,我们会持续聆听改进! 而就在5 月 24 日,UU 跑腿创始人乔松涛回应《每日经济新闻》称,公司一直要求全员跑单, 从成立到现在一直如此。最近, 为了让高管体验一下基层的不易 ,公司推出了一个高峰期接单 体验。 UU 跑腿从成立到现在一直都是全员接单。 ...
UU跑腿要求高管午休时间接单,创始人回应;巨子生物回应重组胶原蛋白检测争议;李嘉诚旗下一近50亿元在建楼盘项目涉偷工减料丨邦早报
创业邦· 2025-05-25 00:51
完整早报音频,请点击标题下方小耳机收听 【 UU 跑腿要求高管午休时间接单,创始人回应:一直要求全员跑单】 5 月 23 日,据多家媒体报 道,有网友日前发布视频称, UU 跑腿的管理层被要求在午休时间参与跑腿业务。对此, UU 跑腿 创始人乔松涛在 5 月 24 日回应记者称,公司一直要求全员跑单,从成立到现在一直如此。最近, 为了让高管体验一下基层的不易,公司推出了一个高峰期接单体验。(每日经济新闻) 【麦当劳今年近半新餐厅将开在中国,九成采购本土化抵御关税波动】 "我们中国市场 90% 以上原 材料实现本土采购,鸡肉、土豆等核心原材料,是在中国本地完成生产、加工、采购的。"谈及"对等 关税"事件,麦当劳中国首席影响官顾磊告诉记者。未来麦当劳还会在中国持续下沉。据了解, 2025 年,麦当劳有将近一半的新餐厅将开在中国。(第一财经) 【又遭原料成分质疑,巨子生物回应:多批次检测结果胶原蛋白均大于0.1%】 5 月24日,一名坐拥 43万粉丝的社交平台博主发出"巨子生物疑似造假:重组胶原竟然测不到胶原!"的视频及图文网 帖。5月24日当晚,巨子生物旗下品牌可复美在其社交平台官方账号上,发布《严正声明——告消 ...
要求高管午休时间集体跑腿接单? UU跑腿创始人乔松涛独家回应:我个人也接了4000多块钱
Mei Ri Jing Ji Xin Wen· 2025-05-24 02:07
每经记者|赵雯琪 每经编辑|董兴生 一直以来,即时配送市场挤满了美团、达达、闪送、饿了么、货拉拉等强劲对手。今年开年以来,战况 再次升级,美团、京东围绕即时零售和外卖市场互探腹地,在这样的环境下,独立的企业很难挤进主要 战场。 对此,互联网分析师丁道师此前接受《每日经济新闻》记者采访时表示,现在即时配送市场做得好的企 业背后都有各种资本和巨头支持,并且进行了很好的市场化推广运作,UU跑腿这种"做巨头不愿意做的 业务"的差异化打法思路也是其生存下来的主要原因。 封面图片来源:每经原创 UU跑腿成立于2015年,属于行业早期入局者。过去10年,即时配送赛道风起云涌,美团、达达、顺丰 同城、闪送等企业先后完成上市,形成了属于自己的战略优势和市场空间。 UU跑腿的策略一直是避开巨头锋芒,寻找夹缝中的生存机遇,其业务基本盘主要在二三线城市,同时 通过做巨头不愿意做的"低频高情感附加值"业务形成自己的特点。 根据天眼查数据,UU跑腿成立十年来完成了6轮融资,上一轮为2023年6月的B++轮融资。 5月23日,据多家媒体报道,有网友日前发布视频称,UU跑腿的管理层被要求在午休时间参与跑腿业 务。对此,UU跑腿创始人乔松涛在 ...
滴滴快送“520”订单同比大涨 汽车跑腿成同城急送新力量
Di Yi Cai Jing· 2025-05-23 13:37
Core Insights - Didi Kuaisong reported a significant increase in orders during the 520 festival, with a year-on-year growth of 303.21% and a week-on-week growth of 84.93% [1][4] - The service's automobile delivery option has become increasingly popular, especially for large and delicate items like flowers and cakes, which require stable transportation [4][7] Delivery Performance - On May 20, the first order was completed at 00:05 and the last at 23:59, with the longest delivery spanning 510 kilometers from Lianyungang, Jiangsu to Jiaxing, Zhejiang [4] - The average time for couriers to accept an order was 3 minutes, with an average delivery time of 30 minutes, and the fastest delivery recorded at 44 seconds [4] User Demographics and Preferences - There was a notable increase in the proportion of users from the "post-00s" generation, who showed a preference for automobile delivery services [6] - The peak ordering time was between 11 AM and 12 PM, with office buildings being the most common delivery locations, followed by residential areas and commercial districts [6] Product Trends - On the 520 day, flower and cake orders accounted for 42.82% of total orders, representing a 30.95% increase compared to regular days, with Chengdu, Shanghai, and Hangzhou being the top cities for orders [7] - There is a growing trend for more elaborate floral arrangements, such as multi-layer rose towers and decorative items, indicating a shift towards quality and presentation in gift-giving [7] Service Standards and Expansion - Didi Kuaisong has implemented strict service standards for flower delivery to minimize damage during transport, including training for couriers and specific packaging requirements [7] - Since its launch in June 2023, Didi Kuaisong has expanded to cover 360 cities, offering various vehicle options for delivery, with the longest single delivery distance reaching 1649 kilometers [8]
下沉市场外卖新势力,跑腿快车在巨头阴影下的本土创新
Zhong Guo Chan Ye Jing Ji Xin Xi Wang· 2025-05-22 08:10
在消费升级与数字化转型的双重作用下,市场进一步拓展了即时配送服务的应用场景,使之成为推动下 沉市场消费活力与经济潜力释放的重要力量。各大即时配送平台纷纷布局下沉市场,即时配送服务逐渐 成为下沉市场居民生活不可或缺的部分。 乡镇外卖崛起,下沉市场成消费新蓝海 下沉市场(三线及以下城市、县镇与农村地区的市场)的独特性,使其成为外卖行业的关键增量空间。全 球新经济产业第三方数据挖掘和分析机构iiMedia Research(艾媒咨询)发布的《2025-2026年中国下沉市 场外卖配送平台趋势洞察报告》显示,2014年到2024年,中国即时物流用户规模从1.24亿人增长到7.99 亿人,整体呈现上升趋势。艾媒咨询分析师认为,随着社会消费的升级,人们的购物方式逐渐发生了改 变,对即时物流与跑腿服务的需求越来越高。即时物流因此应运而生并蓬勃发展,像餐饮外卖、生鲜配 送这种对时效性要求极高的服务,随着消费者对生活品质追求的提升,需求也在不断攀升。 即时配送平台的外卖服务因其高频率和成熟度在市场中占据主导地位。数据显示,2024年中国在线餐饮 外卖行业市场规模为16357亿元,同比增长7.2%,行业渗透率达28.0%。预计未 ...
货拉拉“赌圣”周胜馥,身家暴跌70亿
商业洞察· 2025-04-28 09:34
作者: 孟帅 来源: 雷达Finance (lD: leidaplus) 日前,一则骑手携 17017元货物消失的消息,将货拉拉推向了公众的聚光 灯下。事件发生后, 货拉拉最新回应称,其已与客户协商对相关损失进行特殊垫付,并报警配合调查。 随着第五次冲击港交所,货拉拉的最新经营数据也得以披露。 2022年至2024年,货拉拉营收屡 创新高,但其年内利润在2023年成功扭亏为盈后,又在去年有所下滑。 此外,较高的抽佣比例与司机权益的失衡问题,也让货拉拉频频陷入争议漩涡。不仅诸多司机对 此怨声载道,就连监管部门也多次对其进行约谈。目前,货拉拉的同行满帮、快狗打车已登陆资 本市场,但二者在市场上的表现不佳, 这也给货拉拉征战资本市场的前景蒙上了一层阴影。 01 骑手携万元货物消失引关注, 货拉拉老板身家缩水 70亿 提到货拉拉,不少人第一时间想到的是其在货运、物流、搬家等方面的服务。历经多年发展,货 拉拉的业务其实已拓展至零担、跑腿、冷运、汽车租售及车后市场服务等诸多领域。 不过,业务版图不断壮大的货拉拉,近日却因一起跑腿订单卷入了风波之中。据正在新闻新消 息, 4月4日,北京的柯女士通过货拉拉的跑腿服务运送价值1 ...
UU跑腿、牧原等遭遇傍名牌、搭便车 河南省法院以法为盾守护知识产权
He Nan Ri Bao· 2025-04-26 23:29
4月26日是世界知识产权日。为充分发挥典型案例的示范引导作用,不断提升知识产权司法保护水平, 日前,省高院发布了8件知识产权司法保护典型案例,其中涉及UU跑腿、牧原等知名企业及品牌。 本次发布的8件案例,涵盖著作权、商标、不正当竞争、技术合同等知识产权类型,涉及生物医药、网 络游戏、即时配送等行业领域,展现了知识产权严保护的基本立场,同时兼顾公共利益和激励创新,突 出反映了河南法院全面加强知识产权司法保护的工作成效,对于提升全省知识产权审判质效、提高公众 尊重保护知识产权意识具有很强的示范意义。 其中一件案例中,郑州某信息技术公司("UU跑腿"商标权利人)起诉西安某家政服务公司及其关联公 司、实际控制人胡某某长期使用"悠悠跑腿""忧忧跑腿"等近似标识开展同城跑腿业务,构成不正当竞 争。2020年,法院生效判决已责令被告停止侵权并赔偿3万元,但其在此后并未停止侵权行为,通过注 册多家关联公司在网络平台持续实施侵权行为。郑州某信息技术公司再次起诉,要求相关公司及胡某某 停止侵权,并承担相应的侵权责任,一审判决被告赔偿原告20万元。省高院二审认为,被告主观恶意明 显、侵权情节严重,改判赔偿150万元,显著提高赔偿力 ...