北京商报讯(记者郭缤璐)8月17日，饿了么"骑士日"当天，饿了么董事长兼CEO范禹发布内部信，宣布平台全体骑手正式升级为"城市骑士"，全 面升级骑士保障、激励、关怀和发展体系，并计划骑士制服换装。此举旨在致敬骑手群体、开启骑手职业化建设新阶段，让外卖骑手这个新兴 职业更专业、更有保障、更有发展、更受全社会认同和尊重。 一直以来,我们持续加大投入,努力把骑士们的"衣食住 行用"服务得更好，包括在全国提供实惠可口的骑士餐、 建设了十余万座骑士驿站、在多个城市推出"一站式服 务"骑士公寓等,并以系列举措优化骑士休息、工作和安 全保障,依照相关部门的指导和部署落实骑士社保缴纳 的范围,让骑士们福利更好,收入更高。 按照新的"城市骑士"升级计划,我们将进一步全力推动 职业更具标准、保障更有体系、激励更到位。围绕养老 和医疗,我们将为全国有意愿的骑士提供更多保障方案 选择,并投入更多实实在在的支持,普惠更多骑士;围 绕职业保障,我们将在更多省份覆盖新职伤保障,全量 足额为骑士缴纳费用，全方位提升城市骑士的安全感、 获得感和归属感。 为了致敬和激励所有可信可靠、有情有义的城市骑士， 阿里巴巴还将联动行业生态,集合专项资金, ...

完整早报音频，请点击标题下方小耳机收听 【GPT-5正式发布，刷新评分新高】 OpenAI首席执行官Sam Altman转发了关于GPT-5模型的测试 贴文，贴文称该模型在各领域均位居榜首：在文本、网页开发和视觉领域排名第一；在高难度提示 词、编程、数学、创意创作、长查询等更多领域排名第一。 | | | iiii LMArena | | | --- | --- | --- | --- | | | | $ GPT-5 debuts at #1 in the Arena | | | Rank (UB) | Model | | Arena Score (1 | | 1 | | GPT-5 | 1,481 ±11 | | | | OpenAl / Proprietary | | | 2 | | Gemini 2.5 Pro | 1,460 =6 | | | | Google / Proprietary | | | 2 | | 03 | 1,450 ±5 | | | | OpenAl / Proprietary | | | 3 | | ChatGPT-4o-latest | 1,442 =6 | | | | OpenA ...

Core Viewpoint - The article emphasizes that the ecological synergy and traffic supply are likely to enable Ele.me to continuously refresh market expectations through 2025 and beyond [1][3]. Financial Performance - Alibaba Group reported that Ele.me's local life group revenue reached 16.134 billion yuan for the fourth quarter of fiscal year 2025, a 10% increase from 14.628 billion yuan in the same period of 2024 [2]. - The operational efficiency of Ele.me has been improving, contributing to strong business growth amidst fierce competition in the food delivery market [2]. Business Strategy - Ele.me is leveraging Alibaba Group's ecological synergy to enhance the stickiness among merchants, consumers, and delivery riders, which is expected to facilitate both short-term business scale expansion and long-term growth certainty [2][9]. - The company initiated the "Hungry Subsidy Over 10 Billion" promotion on April 30, which significantly boosted order volumes and consumer engagement [5][6]. Market Dynamics - During the recent "May Day" holiday, several brands on Ele.me experienced a surge in orders, with some brands seeing order volumes increase by over 200% compared to the previous year [6][7]. - The collaboration with Taobao Flash Sale has allowed Ele.me to tap into a vast user base, resulting in a significant increase in order volumes and brand visibility [9][10]. AI and Technology Integration - Ele.me is focusing on AI-driven strategies to enhance user experience and operational efficiency, including the launch of AI management tools for merchants [12][13]. - The company is also implementing AI technology to improve food safety and compliance, thereby enhancing overall service quality [12][14]. Social Responsibility and Transparency - Ele.me is committed to social responsibility by improving communication with delivery riders and ensuring fair income distribution through transparent pricing algorithms [14]. - The company aims to maintain a low-profile approach in the competitive landscape, focusing on long-term growth rather than engaging in public disputes [14].

饿了么继续保持高质量增长。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，阿里巴巴控股集团于11月15日公布2025财年第二季度业绩。季度内，本地生活 集团继续保持高质量增长：受饿了么和高德订单增长所驱动，本地生活集团同比收入增长14%至 177.25亿元；在单位经济效益改善和业务规模持续提升之下，本地生活集团季度经调整EBITA（经 营损益）亏损继续从去年同期的25.64亿元继续收窄至3.91亿元，超出市场预期。 新一季财报数据表明，伴随即时电商消费市场趋势的加速发展，在新管理团队对既定长期战略的稳健 执行下，饿了么"新三年"发展态势持续稳健向好。在今年夏季，饿了么除了在欧洲杯、巴黎奥运会 等社会性热点营销上表现抢眼，订单量、交易额、月活跃用户等多项关键业务指标，在季度内突破历 史峰值。 欧洲杯、奥运会带火本地消费 即时电商今夏迎来新高峰 每年7月至9月期间，各类即时到家消费需求步入年度高峰，平台和商家生态的供给和活动力度也迎 来新峰值。在今年夏季，欧洲杯和巴黎奥运会两大全球性赛事的举办，更助燃了即时电商的热度、进 一步激发了本地"宅家观赛"的消 ...