转自：中国质量报 以多元业态激活就业"一池春水" 美团打造高质量就业新样本 □ 本报记者 王向龙 此外，美团紧跟各地消费市场新模式、新业态发展步伐，凭借技术和模式创新，催生外卖合伙人、民宿 管家等新型职业。这些职业不仅满足了用户多样化的需求，也为市场创造了更多就业机会，还助力了大 量中小商家发展。 创新就业模式 激发就业内生动力 美团高度重视骑手群体的职业发展，致力于完善骑手人才发展体系。该企业建立了包含新手帮扶、站长 培养、学历提升等在内的人才培养体系。在骑手晋升方面，美团长期推行"站长培养计划"，助力通过选 拔的骑手晋升为组长、副站长、站长助理、站长等，甚至成为合作商管理岗位的储备力量。截至2024年 12月，参与该计划的站长已超67.5万人次，这种"从骑手到管理者"的晋升通道，帮骑手明确了职业发展 方向，极大地激发了骑手的工作积极性。 美团积极响应服务业助企纾困政策，通过促进商户业务增长来稳定就业。自2022年4月起，该企业实 施"繁盛计划"，通过多种举措构建餐饮行业良性生态。这项计划已累计向超70万家中小商户返佣3.3亿 元，提供免费外卖管家服务15万次，召开商户恳谈会163场，显著提升商户经营能力。 ...

总体而言，趣店当前困境并非单纯由最初商业模式风险引起，而是监管政策误判、战略反复、激进投资 及营销失衡等结构性问题叠加的结果。这些因素最终形成"自毁式衰落"，使这家曾经风光无限的金融科 技公司逐步淡出公众视野。 "所有命运的馈赠，早已在暗中标好了价格。"曾经引发校园贷风波的始作俑者——趣店，多次尝试转型 却屡屡受挫，如今依旧在迷途中苦苦探索出路。 近日，趣店有限公司（股票简称：趣店，股票代码：QD.N）发布了2025年一季度财务报告。数据显 示，公司营业收入仅为2580万元，同比大幅下降53.76%；但净利润实现扭亏为盈，达到1.5亿元，主要 依赖投资收益等非经常性收入，主营业务尚未出现明显改善。 公司重点投入的"最后一公里"配送业务表现持续低迷。一季度该业务收入仅2380万元，较去年同期的 5380万元大幅缩水，且客户集中度较高，风险显著。公司已表达考虑终止该业务的可能性，若该业务正 式退出，趣店将再次面临缺乏核心主营业务的尴尬局面。 财报同时透露，趣店正重新规划未来战略方向，但新路径尚不明确，转型充满不确定性。频繁调整业务 重心和战略方向，反映出趣店持续探索中面临的艰难困境。曾经的资本宠儿，再次站在命运的 ...

Core Insights - GoTo Group, Indonesia's largest internet technology company, has successfully migrated its cloud services to Tencent Cloud and Alibaba Cloud, marking a significant milestone in its cloud migration strategy [1][3][5] - The migration involved a multi-cloud strategy, with Tencent Cloud handling the more complex Gojek operations and Alibaba Cloud managing GoTo Financial and big data projects [3][4] - The migration aimed for minimal user disruption, utilizing hot migration technology to ensure data continuity and operational efficiency during the transition [7][8] Group 1: Migration Details - GoTo Group initiated a global tender for cloud migration, selecting Tencent Cloud and Alibaba Cloud as partners after a comprehensive evaluation of capabilities [3][4] - The migration process took 8 months of preparation and was completed in just under 5 hours, showcasing the efficiency of the collaboration between Gojek and Tencent Cloud [7][8] - GoTo Group's CTO highlighted the complexity of migrating Gojek's existing systems, which had been using Google Cloud, to Tencent Cloud [4][5] Group 2: Strategic Goals - Post-migration, GoTo Group expects to reduce operational costs by over 50% and aims to continue optimizing its cloud infrastructure in collaboration with Tencent Cloud [8] - The migration is part of a broader strategy to enhance product development speed and reduce operational risks associated with high user transaction volumes [6][7] - GoTo Group's CEO emphasized the importance of ensuring a world-class infrastructure before expanding into other markets, focusing on meeting local user demands first [8] Group 3: Market Expansion and Investment - Tencent Cloud has committed to investing $500 million in Indonesia by 2030, which includes the establishment of a new data center to support local operations [9] - Alibaba Cloud has trained nearly 400,000 cloud computing and AI professionals in Indonesia, with plans to double this number by 2033 [9] - The overall cloud migration trend in Indonesia is driven by companies seeking to adopt multi-cloud strategies for cost reduction and efficiency improvements [8][9]

Company Updates - The company announced that during the "May Day" period, the total business volume for SF Same City increased by 87% year-on-year, with supermarket and department store volume up by 177%, beverage volume up by 106%, and last-mile delivery volume up by 102% [1] - According to Questmobile data, the average daily usage of the rider app in April increased by 40% year-on-year, indicating strong demand in the instant delivery sector [1] Industry Commentary - The growth in the takeaway industry is driving demand for last-mile delivery, suggesting that the company's same-city delivery B2B business volume may exceed previous expectations [1] - Questmobile data shows that the average daily usage of KFC and McDonald's increased by 31% and 30% year-on-year, respectively, indicating a positive trend in the takeaway sector [1] - The company is expected to benefit from its refined operational capabilities and flexible logistics network, leading to increased order volumes from key accounts (KA) [1] - The company anticipates that its revenue from merchants will exceed 24% by 2025, with KA business growth expected to be even higher [1] - The company's B2C business is expected to grow steadily alongside macroeconomic demand, supported by synergies with its express delivery services [1] Last-Mile Delivery Insights - The last-mile delivery business is projected to continue contributing revenue beyond expectations due to increased demand from e-commerce returns and the delivery of national subsidy products [2] - The integration of the company's logistics network with its parent company's express network is expected to enhance penetration rates and collaborative effects, further boosting profitability [2] - The company anticipates that its last-mile delivery volume will contribute significantly to revenue growth [2] Profitability Forecast and Valuation - The company has raised its revenue forecasts for 2025 and 2026 by 4.7% and 5.5%, respectively, to 20.343 billion and 25.711 billion [2] - Despite uncertainties in pricing trends within the takeaway industry, the net profit forecasts for 2025 and 2026 remain unchanged at 250 million and 406 million [2] - The company maintains an outperform rating and a target price of HKD 13.50, which corresponds to 0.6x and 0.4x P/S for 2025 and 2026, respectively, indicating a 26% upside potential from the current price [2]

京东 20240514 摘要 • 京东一季度产品收入同比增长 16%，其中电子和家电产品收入增长 17%，综合商品收入增长 15%，超市类别连续五个季度实现两位数增长， 反映了国内消费潜力及京东在供应链和用户市场份额方面的优势。 • 京东一季度活跃客户人数同比实现两位数增长，GDB（Gross Domestic Buying）录得两位数的同比增幅，用户购物频率增加，反映了公司核心零 售业务的强劲势头及不断提升的用户体验。 • 京东外卖配送业务快速拓展，订单量接近 2000 万单，与核心零售业务产 生协同效应，有助于推动整体生态系统未来几年的整体增长和效率提升， 但需关注投资回报率。 • 京东启动规模达 2000 亿人民币的出口转内销计划，与出口制造商合作拓 展内销市场，并大力推动人工智能和自动化技术应用，以提高需求、供给 及履约各环节效率。 • 京东物流一季度收入同比增长 11%，内部和外部收入都保持了两位数的增 长势头，同时主动投资于升级履约能力和用户体验，并提高工作流程自动 化水平。 Q&A 京东集团在 2025 年第一季度的财务表现如何？ 2025 年第一季度，京东集团的总收入同比增长 16%，达到 3 ...

智通财经APP获悉，优步(UBER.US)2025年第一季度总预订量低于预期，拼车业务增长也出现放缓迹 象，这或许暗示在经济情绪不佳的背景下，消费者有减少支出的趋势。财报显示，优步Q1总订单量为 428 亿美元，略低于分析师预期的 431 亿美元，营收和营业利润均为 115 亿美元，同样不及预期。 当前经济环境也给优步带来一定挑战。受物价上涨和特朗普政府不断升级的关税政策影响，美国消费者 信心下降，3 月消费者信心降至四年最低水平。 为实现增长，优步正积极推进多项计划，包括将业务拓展至数百个新的城市，尤其是人口密度较低的地 区。目前，优步的出租车服务已覆盖美国及海外的 500 多个城市，第一季度年化总预订量同比增长 60%。 随着竞争对手Lyft Inc(LYFT.US)在美国试运营出租车业务并收购欧洲出租车应用 Freenow，出租车行业 竞争加剧。优步表示，在欧洲、中东和非洲地区，出租车出行占比超 10%。此外，优步重点发展自动 驾驶网约车业务，过去一年已签署十多项合作协议。 自 3 月以来，优步通过与谷歌(GOOGL.US )旗下 Waymo 的独家协议，在奥斯汀平台推出约 100 辆自动 驾驶出租车。 ...

亚马逊将斥资40亿美元拓展小城镇配送业务。 ...

智通财经5月1日电，亚马逊将斥资40亿美元拓展小城镇配送业务。 ...

Core Insights - The company reported a revenue of 69.85 billion yuan in Q1 2025, representing a year-on-year increase of 6.9%, and a net profit attributable to shareholders of 2.23 billion yuan, up 16.87% year-on-year [1] - The net cash flow from operating activities was 4.06 billion yuan, indicating a strong cash flow position [2] Business Segments - The company achieved a total parcel volume of 3.56 billion pieces in Q1 2025, a year-on-year growth of 19.7%, driven by a robust logistics service capability and a diverse product matrix [3] - Revenue from express logistics, which includes various delivery services, grew by 7.2% year-on-year, while supply chain and international business revenue increased by 9.9% year-on-year due to enhanced international network capabilities [3] Cost and Efficiency - The company improved resource utilization and reduced costs, achieving a gross profit of 9.29 billion yuan in Q1 2025, an 8.0% increase year-on-year, with a gross margin of 13.3% [4] - Management expense ratio decreased by 0.6 percentage points, while the net profit margin increased to 3.2%, up 0.3 percentage points year-on-year [4] Capital Operations - The company completed a share buyback program, repurchasing 23.27 million shares for approximately 859 million yuan, which represents 0.47% of the total share capital [5] - The Southern SF Logistics REIT raised 3.29 billion yuan and was listed on the Shenzhen Stock Exchange, enhancing asset liquidity [5] Profit Forecast - The core express business is expected to remain stable, with the opening of Ezhou Airport likely to expand the express business scale and improve profitability [6] - The company forecasts net profits attributable to shareholders of 11.73 billion, 13.61 billion, and 15.72 billion yuan for 2025-2027, corresponding to P/E ratios of 18.4, 15.8, and 13.7 times, respectively [6]