新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 专题：刘强东现身第三场京东品酒会 刘强东亲自下厨，现场制作宿迁家常菜——卷饼尖椒小鱼和酱豆炒鸡蛋，这两道菜品已上线七鲜小厨。 此前，刘强东曾直播做黄狗猪头肉，在七鲜小厨上线首日即售空。 责任编辑：李思阳 ...

Key Points - The article discusses various recent developments in the technology and automotive sectors, highlighting significant corporate movements and innovations [2][4][10][13][28]. Group 1: Corporate Movements - Liu Qiangdong's recent social media activity has sparked a humorous trend among netizens, showcasing the influence of social media on corporate image [4][5]. - Former Alibaba executives are joining Sam's Club, indicating a trend of talent migration from Alibaba to other retail platforms, which may enhance Sam's operational capabilities [8][9]. - ByteDance is aggressively recruiting for its robotics division, offering competitive salaries to attract top talent in the field of embodied intelligence [10][11]. - The recent IPO of Seres Group in Hong Kong marks a significant milestone as it becomes the largest IPO for a Chinese car manufacturer, raising approximately 14.016 billion HKD [13][14]. Group 2: Innovations and Technology Developments - Xiaopeng Motors announced four major technological advancements, including the launch of its second-generation VLA model, which will be utilized in collaboration with Volkswagen [14][15]. - Xiaomi's SU7 faced false rumors of being an accident vehicle, highlighting the challenges companies face regarding misinformation in the digital age [17]. - Volkswagen Group China announced a strategic investment of $200 million to develop self-designed system-level chips for its next-generation smart connected vehicles [28]. - The article mentions the ongoing development of AI technologies, including Google's plans to build a satellite network for AI data processing in space, which aims to address energy challenges associated with AI [44][45]. Group 3: Market Trends and Consumer Insights - JD.com's new electric vehicle, the Aion UT super, is set to launch with a focus on affordability, as 83% of surveyed users expect a price below 100,000 RMB [32][33]. - The article notes a significant decline in Tesla's sales in Germany, contrasting with the explosive growth of BYD's sales in the same market, indicating shifting consumer preferences [50]. - The article highlights concerns over potential AI investment bubbles, as evidenced by significant short positions taken by prominent investors against leading AI companies [51].

Core Viewpoint - The recent social media activity of JD.com founder Liu Qiangdong has sparked a surge in orders for "Yellow Dog Pig Head Meat," leading to humorous interactions between netizens and the delivery rider involved [1][5]. Group 1: Social Media Impact - Liu Qiangdong's playful post about receiving a photo at the APEC summit has led to a wave of creative remarks in the delivery notes by netizens, showcasing the influence of social media on consumer behavior [5][6]. - Netizens are using the delivery notes to make job requests and personal wishes, indicating a blend of humor and community engagement around the brand [1][5]. Group 2: Delivery Trends - Since November 1, the order volume for "Yellow Dog Pig Head Meat" has significantly increased, causing a backlog at the delivery rider's station [5]. - The delivery rider, Deng Congchong, humorously noted the overwhelming number of orders for this specific dish, highlighting the unexpected demand generated by Liu's social media post [5].

Core Viewpoint - Liu Qiangdong, the founder and chairman of JD Group, humorously responded to a photo taken at the APEC summit, which led to a surge of interest and online discussions, highlighting the influence of social media on consumer behavior and brand engagement [1] Group 1 - Liu Qiangdong's post mentioned a delivery rider, Deng Congchong, from JD's Seven Fresh kitchen, which resulted in an overwhelming number of orders directed to him, showcasing the viral nature of social media interactions [5] - Deng Congchong reported receiving numerous friend requests and orders after Liu's mention, indicating a significant increase in consumer engagement with the brand [7] - The Seven Fresh kitchen experienced a spike in orders, leading to a temporary "explosion" of demand, demonstrating the impact of celebrity endorsements on sales [5][7] Group 2 - Deng Congchong, a full-time rider for JD, has been delivering food for over eight years and joined JD in June, reflecting the company's commitment to employing experienced delivery personnel [10] - The dish "Huang Gou Zhutou Rou" has seen continuous high sales since its introduction, indicating strong consumer interest in regional specialties offered by JD [10] - Liu Qiangdong's personal involvement in promoting the dish at a wine tasting event further emphasizes the company's strategy of integrating leadership with product promotion [10]

瑞财经 刘治颖 近日，京东集团创始人、董事局主席刘强东一条朋友圈曝光，引发广大网友热议。 刘强东在朋友圈幽默回应被拍的"夫妻合体照"，称"这是哪个现场企业家给我拍的照片? 让我从此在老 婆面前没有了自信，罚你给我点一份七鲜小厨做的黄狗猪头肉"，并附上收件地址和收件人邓聪冲。 他在朋友圈中表示，"今天站点突然收到好多网友下单送来的黄狗猪头肉，还有不少网友点了周边其他 商家的外卖送了过来，太高兴了！谢谢东哥！也谢谢大家，但真的别点了！我们已经发动周边所有骑手 兄弟们一起来吃了。实在太多，吃不完，根本吃不完！其实东哥本来就请我们吃免费午餐有一阵子了， 现在京东七鲜小厨能覆盖的地区，骑手不论全职还是兼职，都可以在七鲜小厨吃免费午餐！兄弟们会继 续努力，将大家点的品质外卖妥妥送达！" 据了解，邓聪冲是负责七鲜小厨总店配送的一名全职骑手，也是副站长。京东有关人士表示，"现在邓 聪冲收外卖的电话被打爆了，很多人来加微信，也有大量网友主动'认罚'给邓聪冲点单"。 11月2日下午，邓聪冲在微信朋友圈发布了收到大量外卖，并为众多京东骑手提供免费午餐的图片和视 频。 据了解，在9月16日的首场京东品酒会上，刘强东曾亲自下厨制作宿迁 ...

Core Viewpoint - Liu Qiangdong, the founder and chairman of JD Group, humorously responded to a photo taken at the APEC summit, which led to a surge in online discussions and interest in his social media interactions [3][4]. Group 1: Impact on Delivery Service - The mention of delivery rider Deng Congchong in Liu Qiangdong's post resulted in an overwhelming number of orders for the restaurant "Qixian Xiaochu," leading to a significant increase in delivery requests [8][10]. - Deng Congchong reported receiving numerous friend requests and orders from strangers, confirming the viral nature of Liu's post [10][12]. - The restaurant experienced a "爆单" (explosive order volume) on November 2, indicating a substantial spike in business due to the social media attention [8][10]. Group 2: Product Popularity - The dish "Huang Gou Zhutou Rou" (Yellow Dog Pig Head Meat) was highlighted as a popular item on JD's delivery platform, with a selling price of 19.8 yuan [14]. - This dish was previously showcased by Liu Qiangdong at a wine tasting event, indicating its promotional significance and popularity among consumers [14]. - The item was so well-received that it sold out quickly, demonstrating strong consumer demand and interest in new menu offerings [14].

Core Insights - Liu Qiangdong, founder and chairman of JD Group, humorously commented on a photo from the APEC summit, which led to a surge in online discussions and trending topics [1] - The mention of delivery rider Deng Congchong in Liu's post resulted in an overwhelming number of orders for the dish "Huang Gou Zhutou Rou" from JD's Seven Fresh Kitchen, causing a spike in business [4][6] Group 1 - Liu Qiangdong's humorous post included a request for a specific dish, which led to a significant increase in orders for that item [1] - Deng Congchong, the delivery rider mentioned, experienced a flood of new orders and social media interactions as a result of the post [4][6] - The dish "Huang Gou Zhutou Rou" has been popular since its introduction, with high demand leading to stock shortages [8] Group 2 - Deng Congchong has been a full-time rider for JD for over eight years and recently joined JD's delivery service, benefiting from formal employment benefits [8] - The Seven Fresh Kitchen has been experiencing high order volumes, with around 30 full-time riders scheduled during peak times to meet demand [8] - Liu Qiangdong personally prepared the dish at a recent event, highlighting its popularity and the company's commitment to customer engagement [8]

Core Points - Liu Qiangdong, founder and chairman of JD Group, humorously responded to a photo taken at the APEC summit, which led to a surge in online discussions and trending topics [1] - The mention of delivery rider Deng Congchong in Liu's post resulted in a significant increase in orders for JD's Seven Fresh Kitchen, causing the delivery rider's phone to be overwhelmed with requests [1][2] Group 1 - Liu Qiangdong's social media post humorously addressed a photo from the APEC summit, leading to widespread attention and engagement from the public [1] - Deng Congchong, a full-time delivery rider for Seven Fresh Kitchen, experienced a flood of orders and social media friend requests after being mentioned by Liu Qiangdong [1][2] - The overwhelming response resulted in a temporary spike in orders for Seven Fresh Kitchen, with Deng Congchong stating that the delivery team was unable to keep up with the volume [2] Group 2 - Deng Congchong shared images and videos of the large volume of food orders received, expressing gratitude towards Liu Qiangdong and the customers [2] - He highlighted that the delivery riders at JD have been receiving free lunches from Seven Fresh Kitchen, which has been a regular practice for some time [2] - The popularity of the "Huang Gou Zhu Tou Rou" dish from Seven Fresh Kitchen has led to consistent high sales, with the dish frequently selling out [2]

Core Insights - Liu Qiangdong, founder and chairman of JD Group, humorously addressed a photo taken at the APEC summit in his social media post, which sparked significant online discussion and went viral [1] - The post led to a surge in orders for "Huang Gou Zhu Tou Rou" from JD's subsidiary, Seven Fresh, as many netizens responded to Liu's playful challenge [3] Group 1 - Liu Qiangdong's social media post mentioned a delivery rider, Deng Congchong, who became overwhelmed with order requests following the viral post [3] - Deng Congchong reported receiving numerous friend requests and orders, confirming the authenticity of the situation after seeing screenshots of Liu's post [3] - The overwhelming response resulted in Deng providing free lunches to fellow delivery riders, highlighting the community spirit and support among JD's delivery staff [3] Group 2 - The dish "Huang Gou Zhu Tou Rou" has seen a significant increase in sales since being offered on the Seven Fresh platform, indicating strong consumer interest [3] - Seven Fresh has been experiencing high order volumes, with around 30 full-time riders scheduled for peak delivery times, showcasing the operational capacity of the company [3]

Strategic Decisions - Alibaba Group has made a strategic investment in Hello's Robotaxi business, aiming to co-develop foundational models in vision, voice, and language, as well as specialized models for smart cabins [2] - This investment signifies a deepening of the partnership between Alibaba and Hello, focusing on the commercialization and scaling of autonomous driving technologies [2] Major Announcements - Anta Sports has initiated a special anti-corruption campaign, resulting in the dismissal of 74 employees for serious misconduct and the referral of 46 individuals to judicial authorities [3] - The campaign aims to purify the internal ecosystem and enhance compliance, which is expected to safeguard profits and brand reputation [3] Performance Announcements - BYD's "Heavenly Eye" model has achieved cumulative sales exceeding 1.4 million units, with 263,721 units sold in August alone, representing a 90% share of domestic sales for assisted driving models [4] - The success is attributed to BYD's "Universal Smart Driving" strategy, which emphasizes technology accessibility and cost control [4] Operational Measures - Xiaomi has announced a recall of 116,887 units of its SU7 standard electric vehicles produced between February 6, 2024, and August 30, 2025, due to safety concerns related to the L2 highway navigation assistance feature [5][6] - This proactive recall is expected to mitigate potential damage to consumer trust [6] New Product Launches - BYD has launched its third-generation electric bus technology platform, e-Bus 3.0, which includes the new C11 electric bus with a range exceeding 400 kilometers [4] - This launch sets a new benchmark in electric bus technology and aims to drive the electrification of global bus markets [4] Important Collaborations - Li Auto and CATL have signed a five-year comprehensive strategic cooperation agreement, focusing on battery safety and ultra-fast charging technology [7] - This partnership aims to enhance Li Auto's offerings with high-performance battery systems and support its global expansion efforts [7]