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不高兴的小欣
14分钟前
$美团-W(03690)$
6000万股都发给谁了?股本60亿发这么多,小米股本250亿发才3000万股。美团的员工为什么拿着数倍于小米的工资,却做着这么低效的工作?
不高兴的小欣
11:32
$美团-W(03690)$
流动性危机了,没人买了已经,无论跌多少都没人买,从香港成交第二跌倒第八了。 美团快垮了?
不高兴的小欣
09:25
$恒生科技指数(HSTECH)$
美股还是爸爸没办法
不高兴的小欣
09:12
$小米集团-W(01810)$
倾家荡产买入
不高兴的小欣
08:11
帮...
帮平台企业合规发展,海淀在美团、转转等企业设服务站
不高兴的小欣
03-07
$京东集团-SW(09618)$
国补冲了一个季度的营收增速,但老百姓不是要天天买手机呀!
不高兴的小欣
03-06
$美团-W(03690)$
换到小米,前几天,不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些
不高兴的小欣
03-05
$美团-W(03690)$
5681/5451*217/160 算算美团背离大盘指数多少点了 得出-36%
不高兴的小欣
02-28
$DiDi Global Inc.(DIDIY)$
嘀嘀打车什么时候社保?准备开网约车呢
不高兴的小欣
02-28
除非你能在30年前退休,否则必须缴纳20年,文章中这部分不是很清楚,我在互联网大厂上班我无法保证缴纳20年,骑手可以吗?别逗我了,就是社保需要骑手,去新加坡读读联合早报记者怎么评价吧
外卖平台社保账单:百亿成本、流动困局与零工经济重构
不高兴的小欣
02-28
$美团-W(03690)$
走马财经一发帖,就必跌,百试不爽,真不明白洋洋洒洒写那么多,10次一次也对不了是怎么做到的。分析的头头是道,有几次都开始写诗了。我只知道冰冷的数据,三年跑不过指数。
不高兴的小欣
02-27
$美团-W(03690)$
组装手机汽车就是科技企业家,送外卖就是人人喊打的吸血鬼........
不高兴的小欣
02-27
$小米集团-W(01810)$
流水的首富,永恒的傻子
不高兴的小欣
02-27
$小米集团-W(01810)$
雷军:小米不赚钱。马云:我对钱不感兴趣。刘强东:我脸盲 😂
不高兴的小欣
02-27
$小米集团-W(01810)$
继续给自己发99亿奖励,哈哈
不高兴的小欣
02-27
$小米集团-W(01810)$
我认为小米结束的时候,应该就是雷军中国首富的时候。之前要造神
不高兴的小欣
02-27
$小米集团-W(01810)$
在市盈率100的时候完美买出,财务自由,再也不谈股市
不高兴的小欣
02-27
$小米集团-W(01810)$
造富神话不亚于当年阿里巴巴了,大量人毕业几年就实现阶级跨越,人靠努力吗?全是命,寒窗苦读20年不如大专进小米
不高兴的小欣
02-27
$小米集团-W(01810)$
一个应届研究生小米干五年,赚了2400万,来钱太快了,实现阶级跨越
不高兴的小欣
02-27
$小米集团-W(01810)$
员工财务自由了
去老虎APP查看更多动态
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6000万股都发给谁了?股本60亿发这么多,小米股本250亿发才3000万股。美团的员工为什么拿着数倍于小米的工资,却做着这么低效的工作?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412264849838576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412235692065224,"gmtCreate":1741663942374,"gmtModify":1741663944154,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 流动性危机了,没人买了已经,无论跌多少都没人买,从香港成交第二跌倒第八了。 美团快垮了?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 流动性危机了,没人买了已经,无论跌多少都没人买,从香港成交第二跌倒第八了。 美团快垮了?","text":"$美团-W(03690)$ 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美团快垮了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412235692065224","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133585145462200","authorId":"4133585145462200","name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"4133585145462200","authorIdStr":"4133585145462200"},"content":"美团要倒闭了,今天就倒闭,开心点了吗","text":"美团要倒闭了,今天就倒闭,开心点了吗","html":"美团要倒闭了,今天就倒闭,开心点了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412205531639888,"gmtCreate":1741656301519,"gmtModify":1741656302839,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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倾家荡产买入","text":"$小米集团-W(01810)$ 倾家荡产买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/412202008691120","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518174489286115","authorId":"3518174489286115","name":"洒落秋阳","avatar":"https://static.tigerbbs.com/2ad98e25badbb4648d73730171418e4a","crmLevel":7,"crmLevelSwitch":0,"idStr":"3518174489286115","authorIdStr":"3518174489286115"},"content":"昨天子弹打完了,新的还没到可惜了,开盘准备买入的","text":"昨天子弹打完了,新的还没到可惜了,开盘准备买入的","html":"昨天子弹打完了,新的还没到可惜了,开盘准备买入的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412185923727880,"gmtCreate":1741651874237,"gmtModify":1741651876057,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"帮...","listText":"帮...","text":"帮...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412185923727880","repostId":"2518502221","repostType":2,"repost":{"id":"2518502221","kind":"news","pubTimestamp":1741609980,"share":"https://www.laohu8.com/m/news/2518502221?lang=&edition=full","pubTime":"2025-03-10 20:33","market":"hk","language":"zh","title":"帮平台企业合规发展,海淀在美团、转转等企业设服务站","url":"https://stock-news.laohu8.com/highlight/detail?id=2518502221","media":"北京日报客户端","summary":"该服务站是海淀区在推动平台经济规范化发展方面迈出的关键一步,将通过专业化、精准化的服务矩阵助力企业稳健前行。海淀区市场监管局聚焦该议题,坚持问题导向,将专项治理与日常工作相结合,通过深化“创新合伙人”服务理念,充分发挥接诉即办“晴雨表”作用,建立了三级梯度走访服务机制,并推出助力平台企业合规发展服务站。","content":"<html><body><div>\n<p>转自:北京日报客户端</p><p cms-style=\"font-L\">北京海淀区首批助力平台企业合规发展服务站日前在美团、转转公司正式揭牌。该服务站是海淀区在推动平台经济规范化发展方面迈出的关键一步,将通过专业化、精准化的服务矩阵助力企业稳健前行。</p><p cms-style=\"font-L\">平台企业高质量发展不仅是数字经济发展的关键引擎,也是培育和发展新质生产力的重要<span>驱动力</span><span></span>。当前平台企业正处在转型发展的关键时期,面临着复杂多变的挑战,亟需构建多方协同的共治生态。<font cms-style=\"font-L strong-Bold\">北京市今年就将商品售卖类平台企业合规发展等13个议题纳入了接诉即办“每月一题”治理范围。</font></p><div><img src=\"http://n.sinaimg.cn/sinakd20250310s/283/w640h443/20250310/d551-6c0051d552d2a3c0b6b739a5749dce71.jpg\"/><span></span></div><p cms-style=\"font-L\">海淀区市场监管局聚焦该议题,坚持问题导向,将专项治理与日常工作相结合,通过深化“创新合伙人”服务理念,充分发挥接诉即办“晴雨表”作用,建立了三级梯度走访服务机制,并推出助力平台企业合规发展服务站。</p><p cms-style=\"font-L\">服务站成立后,海淀区市场监管局将通过整合政策、技术、服务多方资源,为企业合规发展提供全周期、多维度的“一站式”护航,还将定期组织合规培训、研讨会和交流活动,提供最新法律法规解读,助力平台企业健康发展。此外,还将建立快速响应机制,针对平台企业在运营中遇到的合规难题和突发情况,提供及时、专业的咨询和解决方案,并帮助企业建立健全内部合规管理体系,不断提升管理水平。</p><div><img src=\"http://n.sinaimg.cn/sinakd20250310s/267/w640h427/20250310/164b-aa701d3ca1671bc5d42f0b6895ed7d06.jpg\"/><span></span></div><p cms-style=\"font-L\">“后续,我们还将在小米等企业成立服务站,以服务站为支点,强化超大平台引领作用,激发中小微企业创新活力,持续探索服务模式、创新监管方式,构建‘共商共建共享’的合规生态圈,为首都数字经济高质量发展筑牢基石。”海淀区市场监管局相关负责人介绍。</p><p cms-style=\"font-L\">海淀区市场监管局供图</p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">来源:北京日报客户端</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta 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href=\"https://finance.sina.com.cn/jjxw/2025-03-10/doc-inepepre0538618.shtml\"><strong>北京日报客户端</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>转自:北京日报客户端北京海淀区首批助力平台企业合规发展服务站日前在美团、转转公司正式揭牌。该服务站是海淀区在推动平台经济规范化发展方面迈出的关键一步,将通过专业化、精准化的服务矩阵助力企业稳健前行。平台企业高质量发展不仅是数字经济发展的关键引擎,也是培育和发展新质生产力的重要驱动力。当前平台企业正处在转型发展的关键时期,面临着复杂多变的挑战,亟需构建多方协同的共治生态。北京市今年就将商品售卖类平台...</p>\n<a href=\"https://finance.sina.com.cn/jjxw/2025-03-10/doc-inepepre0538618.shtml\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB LE EQUITY \"A\" (USD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0326948709.USD":"SCHRODER ISF ASIAN TOTAL RETURN \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","MPNGY":"美团ADR","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU1328615791.USD":"FULLERTON 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EQUITY \"A\" (USD) ACC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0140636845.USD":"施罗德大中华区股票A Acc","BK1233":"餐馆","SG9999001903.USD":"Aberdeen Standard Pacific Equity USD","HMTD.SI":"Meituan HK SDR 5to1","LU0541502299.USD":"ALLSPRING EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0431992006.USD":"摩根大通新兴市场机会A(acc)","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1"},"source_url":"https://finance.sina.com.cn/jjxw/2025-03-10/doc-inepepre0538618.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2518502221","content_text":"转自:北京日报客户端北京海淀区首批助力平台企业合规发展服务站日前在美团、转转公司正式揭牌。该服务站是海淀区在推动平台经济规范化发展方面迈出的关键一步,将通过专业化、精准化的服务矩阵助力企业稳健前行。平台企业高质量发展不仅是数字经济发展的关键引擎,也是培育和发展新质生产力的重要驱动力。当前平台企业正处在转型发展的关键时期,面临着复杂多变的挑战,亟需构建多方协同的共治生态。北京市今年就将商品售卖类平台企业合规发展等13个议题纳入了接诉即办“每月一题”治理范围。海淀区市场监管局聚焦该议题,坚持问题导向,将专项治理与日常工作相结合,通过深化“创新合伙人”服务理念,充分发挥接诉即办“晴雨表”作用,建立了三级梯度走访服务机制,并推出助力平台企业合规发展服务站。服务站成立后,海淀区市场监管局将通过整合政策、技术、服务多方资源,为企业合规发展提供全周期、多维度的“一站式”护航,还将定期组织合规培训、研讨会和交流活动,提供最新法律法规解读,助力平台企业健康发展。此外,还将建立快速响应机制,针对平台企业在运营中遇到的合规难题和突发情况,提供及时、专业的咨询和解决方案,并帮助企业建立健全内部合规管理体系,不断提升管理水平。“后续,我们还将在小米等企业成立服务站,以服务站为支点,强化超大平台引领作用,激发中小微企业创新活力,持续探索服务模式、创新监管方式,构建‘共商共建共享’的合规生态圈,为首都数字经济高质量发展筑牢基石。”海淀区市场监管局相关负责人介绍。海淀区市场监管局供图来源:北京日报客户端\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410758813995280,"gmtCreate":1741311182383,"gmtModify":1741311183875,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a 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国补冲了一个季度的营收增速,但老百姓不是要天天买手机呀!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410758813995280","isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478175953380494","authorId":"3478175953380494","name":"xiaoxiaoshen","avatar":"https://static.tigerbbs.com/f4479d9d7f005fe17c43a20ebc76fb26","crmLevel":6,"crmLevelSwitch":0,"idStr":"3478175953380494","authorIdStr":"3478175953380494"},"content":"每个人不是都是过年买啊,国补会持续很久的","text":"每个人不是都是过年买啊,国补会持续很久的","html":"每个人不是都是过年买啊,国补会持续很久的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410527667864056,"gmtCreate":1741240872772,"gmtModify":1741242321595,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 换到小米,前几天,不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 换到小米,前几天,不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些","text":"$美团-W(03690)$ 换到小米,前几天,不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/410527667864056","isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":8,"crmLevelSwitch":1,"idStr":"3494314295033535","authorIdStr":"3494314295033535"},"content":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上","text":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上","html":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410122974843272,"gmtCreate":1741137829128,"gmtModify":1741137830780,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 5681/5451*217/160 算算美团背离大盘指数多少点了 得出-36%","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 5681/5451*217/160 算算美团背离大盘指数多少点了 得出-36%","text":"$美团-W(03690)$ 5681/5451*217/160 算算美团背离大盘指数多少点了 得出-36%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/410122974843272","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488608422386132","authorId":"3488608422386132","name":"llchn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3488608422386132","authorIdStr":"3488608422386132"},"content":"楼主没空吧,就是没涨起来恨铁不成钢的感觉","text":"楼主没空吧,就是没涨起来恨铁不成钢的感觉","html":"楼主没空吧,就是没涨起来恨铁不成钢的感觉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408429196944032,"gmtCreate":1740732176271,"gmtModify":1740732177837,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a> 嘀嘀打车什么时候社保?准备开网约车呢","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a> 嘀嘀打车什么时候社保?准备开网约车呢","text":"$DiDi Global Inc.(DIDIY)$ 嘀嘀打车什么时候社保?准备开网约车呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/408429196944032","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541382744912552","authorId":"3541382744912552","name":"金克木","avatar":"https://static.tigerbbs.com/f5050d8a07d0bb340d57369927e80303","crmLevel":4,"crmLevelSwitch":0,"idStr":"3541382744912552","authorIdStr":"3541382744912552"},"content":"滴滴要是给司机上社保,我也注册个司机,每天跑一两单😏","text":"滴滴要是给司机上社保,我也注册个司机,每天跑一两单😏","html":"滴滴要是给司机上社保,我也注册个司机,每天跑一两单😏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408428800221320,"gmtCreate":1740731716661,"gmtModify":1740731718871,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"除非你能在30年前退休,否则必须缴纳20年,文章中这部分不是很清楚,我在互联网大厂上班我无法保证缴纳20年,骑手可以吗?别逗我了,就是社保需要骑手,去新加坡读读联合早报记者怎么评价吧","listText":"除非你能在30年前退休,否则必须缴纳20年,文章中这部分不是很清楚,我在互联网大厂上班我无法保证缴纳20年,骑手可以吗?别逗我了,就是社保需要骑手,去新加坡读读联合早报记者怎么评价吧","text":"除非你能在30年前退休,否则必须缴纳20年,文章中这部分不是很清楚,我在互联网大厂上班我无法保证缴纳20年,骑手可以吗?别逗我了,就是社保需要骑手,去新加坡读读联合早报记者怎么评价吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/408428800221320","repostId":"2514318035","repostType":2,"repost":{"id":"2514318035","kind":"news","pubTimestamp":1740725278,"share":"https://www.laohu8.com/m/news/2514318035?lang=&edition=full","pubTime":"2025-02-28 14:47","market":"us","language":"zh","title":"外卖平台社保账单:百亿成本、流动困局与零工经济重构","url":"https://stock-news.laohu8.com/highlight/detail?id=2514318035","media":"晚点LatePost ","summary":"缴纳社保还涉及到数百万人劳动合同的签订与解除,社保转移经办手续。当时美团外卖的日均单量 4400 万单,美团预估 100 万骑手符合社保缴纳条件,考虑到一部分骑手缺乏参与意愿,平台预估为骑手社保的长期成本每年可能为 50 亿元 - 80 亿元,均摊后每单成本增幅在 0.3 元 - 0.5 元。接近美团的人士告诉我们,平台希望短期通过提高自身效率来消化短期社保成本。在消费者对价格更敏感,行业竞争加剧时,美团不希望提高外卖成本。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2025/6555462B5703DD9F06376B1093BC3D883B106CCF_size481_w1080_h675.png\"/></p><p>所有平台企业发展壮大,最后都要面对社会责任的问题。</p><p><strong>文丨沈方伟</strong></p><p><strong>编辑丨管艺雯 黄俊杰</strong></p><p>十年前,外卖大战刚开始,一切看起来都那么乐观:消费者在办公室挑选更丰富的餐食、餐厅收入不再被门店座位所限制,骑手不需要复杂职业技能就能月入上万。逐渐的,平台用每年上百亿的补贴在这个每天人均餐饮开支刚过 20 元的国家,让人养成了点屏幕等饭上门的习惯。</p><p>十年后,平台不再烧钱补贴,消费者更谨慎挑剔地花钱,餐厅做外卖的利润空间一再压缩,但愿意送餐的骑手只是越来越多。如同我们去年底的总结,高增长结束后,矛盾从增长转移到分配,互联网平台最后都面临合法性的问题,对于外卖平台最显著的就是骑手境遇。</p><p>几百万名骑手是美团最深的护城河,以此为核心,美团每季度获得<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>元佣金和在线营销收入。平台应当为如此规模的劳动力承担怎样的责任,从薪资到社保,公众和监管层面已经讨论多年。</p><p>作为新进入者,<a href=\"https://laohu8.com/S/JD\">京东</a>外卖没有规模负担。过去一周,上线不久的京东外卖宣布 “商家 0 佣金”“平台为骑手全额缴纳社保”。同一天,行业前两名的美团和饿了么也表示将给骑手缴社保,两家公司的相关人士分别表示,他们此前已经和人社部就缴纳社保讨论多时。</p><p>为骑手缴社保,钱只是开始。如果给 100 万骑手全部缴纳社保,每年成本会超过 137 亿元(以成都的基数推算)。如果由骑手自愿选择原则,平台此前估算的开支则在 80 亿元左右。</p><p>骑手流动性很大,连续几年在一个城市一家公司工作的人是少数。缴纳社保还涉及到数百万人劳动合同的签订与解除,社保转移经办手续。每一项成本的增加,都在影响最终落地效果。</p><p>还有骑手自己的意愿。外界支持平台缴纳社保的理由是有助于骑手的生计,但相当一部分骑手因为各种现实原因不愿意参保。让社保真正帮助到这个群体,让平台出钱只是第一步。</p><p>平台为骑手缴纳社保可能只是互联网平台与蓝领劳动力关系变化的第一步。人们每天看到黄、蓝制服的骑手穿梭在大街小巷,更容易关注到这个群体。但中国互联网平台的经营大多依赖于自己参与组织的超级劳动力网络——全球最大规模、最有效率的外卖骑手、快递员和网约车司机。骑手面对的问题,他们同样面对。</p><p>当然,所有问题的根结是,一个人的收入就是另一个人的开支。声援劳动者容易,但最终人们是不是愿意为此付钱?</p><p>对此,我们列出七个问题,访谈了多位平台人士和长期研究零工问题的专家。</p><p><strong>各家平台要给多少人缴社保?目前看不超过 200 万人</strong></p><p>京东说为外卖全职骑手缴纳五险一金,美团说为全职及稳定兼职骑手缴纳社保,饿了么说 2023 年已启动蓝骑士社保缴纳试点并将全方位保障。三家公司目前都没给出全职骑手的准确定义和适用人数。</p><p>目前你在京东、美团或者饿了么点外卖,配送的大概率不是全职骑手,而是与三家公司合作的地方劳动服务商签署劳务合同的骑手,和直接签约在平台之下,同样是劳务合同的个体户。</p><p>通过访谈和整理过往公开资料,我们了解到:</p><p>外卖平台根据工作属性,将骑手主要分为专送、众包两类。</p><p>专送骑手受站点管理,每月工作时<a href=\"https://laohu8.com/S/00001\">长和</a>接单数量都有要求,在特定时段(高峰期或极端天气)也要出勤,他们保证了平台配送运力的稳定性。</p><p>众包骑手是兼职,自行注册后可以自由选择接单时间和数量,没有固定的上下班时间和人员管理。</p><p><img src=\"https://x0.ifengimg.com/res/2025/BC736E7B22C7B60A3BBE13A6169CA01C8B91F818_size401_w1080_h1835.png\"/></p><p>京东外卖的实际承运方<a href=\"https://laohu8.com/S/DADA\">达达集团</a>为兼职众包模式,此前未设置全职外卖骑手。据我们了解,达达目前实际有 3 万 - 4 万名事实上全天在平台工作的骑手,其披露的 130 万年活跃骑手为每年在平台接单 1 单及以上的骑手。京东本次缴纳社保的对象为达达骑手中符合条件的全职骑手,但京东暂未透露具体标准。</p><p>美团一年有约 750 万骑手接过单,但绝大多数是众包,不是每天工作,有的只干过几次就不再接单。美团曾在 2023 年披露的高频骑手(全年跑单 260 天、日均接单超过 6 小时,与劳动法 250 工作日、8 小时工作时间接近)数量约 82 万人,这包括旗下不同体系的骑手。近年来随着更多劳动者涌入外卖行业,这一数量可能突破百万。</p><p>饿了么有超过 300 万注册骑手,日活跃骑手数量约 120 万人,其中在平台从事全职工作的骑手约 20 万人。饿了么表示这一数据并不准确。</p><p>一位平台人士告诉我们,人社等监管部门近年来推动平台企业为劳动者提供更完善的劳动保障措施,监管希望在多方利益之间取得平衡 —— 既考虑社保费用对平台的经营压力,也考虑骑手等新就业形态职业的特殊性,骑手意愿和缴费对骑手收入的影响等多重因素,在此基础上做可持续的改进,而不是给明确指令,短时间要求达成某个目标。</p><p>目前,美团、饿了么的态度是先在部分区域调研和试点,在依法合规且尊重骑手意愿的情况下,为符合纳社条件的的骑手共同出资缴纳。未来调整迭代后,逐步推广至更多地区,直至覆盖全国全职骑手。但全国覆盖还没有明确的时间表。</p><p><strong>平台要为此投入多少钱?如果是骑手自愿选择,长期可能是每年 50-80 亿元成本</strong></p><p>如果要给骑手提供更完善的劳动保障,平台需要承担两部分成本,一是按照每单缴纳职业伤害险,二是按月缴纳社保。</p><p>我们了解到,美团在人社部指导下,计划逐步向全国骑手覆盖职业伤害险。按照 2024 年三季度美团配送的 71 亿订单计算, 每单支付 0.06 元,美团单季支出需要 4.26 亿元。若美团配送保持目前的业务增速,未来覆盖所有骑手的职业伤害险,每年支出可能接近 20 亿元。</p><p>外卖员、快递员每月工资跟着单量变化。平台通常按照当地社保最低缴费基数缴纳。美团大半外卖订单来自一二线城市,全职骑手也集中在这里。我们选择成都、北京两个城市样本作区间测算,按照当地 2024 年的社保最低缴费基数(成都 4511 元,北京 6821 元)计算缴纳五险一金的成本,成都需要公司每月出资 1143.55 元,个人每月出资 469.14 元;北京需要公司每月出资 1821.21 元,个人每月出资 716.21 元。</p><p>全国绝大多数二线城市的社保最低缴费基数均在 4000 元以上。如果以成都的基数推算,完全覆盖 100 万骑手,平台缴纳的社保费用将超过 137 亿元。</p><p>美团的主要收入来自配送服务、佣金、在线营销服务。其中配送业务并不盈利,2024 上半年每单毛亏损 0.64 元。但正是因为配送业务,餐饮商家才愿意向美团支付数百亿元佣金和营销费。去年上半年,美团经营利润 165 亿元。</p><p>实际应该不会有那么多,因为最终落地可能是骑手自愿原则。有超过半数以上的骑手曾在平台此前的调研中表示他们想要拿到更高的收入,不愿意缴纳社保。</p><p>我们拿到一份美团 2022 年前后针对社保问题的测算报告。当时美团外卖的日均单量 4400 万单,美团预估 100 万骑手符合社保缴纳条件,考虑到一部分骑手缺乏参与意愿,平台预估为骑手社保的长期成本每年可能为 50 亿元 - 80 亿元,均摊后每单成本增幅在 0.3 元 - 0.5 元。</p><p>近期影响更小一些。接近美团的几家投行、券商给出预测数字:2025 年两项保险(职业伤害险逐步覆盖全部骑手、社保试点)预计花费 20 亿元。</p><p>接近美团的人士告诉我们,平台希望短期通过提高自身效率来消化短期社保成本。在消费者对价格更敏感,行业竞争加剧时,美团不希望提高外卖成本。</p><p>平台很难通过降低骑手每单收入去消化成本。骑手是自主流动的,当一家平台的配送单价低于其他平台,骑手就会转往其他平台。如果有意愿参加社保的全职骑手数量持续增加,缴费金额超出平台可消化的范围,这部分成本最终还是会溢价到消费者端,每单外卖价格上涨。</p><p><strong>此前,骑手已有哪些保障?</strong></p><p>京东进入外卖行业后,除了表示要为骑手解决五险一金,还承诺为兼职骑手提供意外险和健康医疗险。但京东没有公布兼职骑手意外险和健康医疗险的具体细则,美团、饿了么等平台此前也有相关举措。</p><p>美团和饿了么骑手现有的保险包括两大部分,一是职业伤害险,二是骑手商业保险。职业伤害险由人社部会同多部门 2019 年开始调研,2022 年开始在网约车、外卖、货运等行业试点,由平台每单为劳动者缴纳 0.04 元 - 0.2 元的费,目前在 7 省市试点。后者为商业保险,每天需缴纳 2.5 元 - 3 元保费,由平台/服务商从骑手当天第一单收入中代为扣缴。</p><p>职业伤害险类似社保中的工伤保险,主要应对骑手在提供配送服务时遭遇的意外伤害。商业保险则承保意外伤害和第三者责责任,包括交通事故、摔倒等和造成第三方损失等情况。在实际使用中,一些骑手反映商业保险存在条款复杂且不明确、理赔流程繁琐、保险公司推诿责任导致理赔难等问题。</p><p><strong>缴社保对骑手确实有好处,但他们也有对收入的顾虑</strong></p><p>社保对骑手有明确的好处,社保中的医疗、生育、工伤险都是当期缴纳当期享受,骑手在缴费地看病就医,可以使用医保个人账户余额,享受比城乡居民基本医疗保险更高的报销比例。</p><p>失业保险在缴纳满 1 年后可以领取,根据累计缴费时长确定失业保险金金额,最长领取时间不超过 12 个月。现行的养老保险制度规定劳动者需累计参保 15 年,计划到 2030 年后逐步延长至参保 20 年。满足该条件后,劳动者可在到达法定退休年龄后按月领取养老金。</p><p>理论上,社保还会影响骑手的日常生活,如全国多个一二线城市对非当地户籍的劳动者要求,在当地办理如购房、申请车牌、子女上学等服务,要求满足一定年限的当地社保缴纳记录。实际上在一二线城市购房、买车、生子的骑手是少数。</p><p>但很多骑手也有自己的顾虑。缴纳五险一金,对骑手最直接的影响就是会影响他们的收入,到手现金变少。</p><p>城镇职工社保由用人单位和劳动者共同缴纳,其中公司承担 16%,个人承担 8%。按照上文中成都、北京的最低基数缴纳情况计算,成都骑手每月的个人社保出资为 469.14 元,北京骑手每月的个人社保出资为 716.21 元。</p><p>这意味着,相当比例的骑手缴纳社保后,每月收入会减少 400 元 - 700 元,相当于骑手一到两天的收入。</p><p><img src=\"https://x0.ifengimg.com/res/2025/6A9ECD6CD5933B16C71D84ABF944560FD18EEFE1_size239_w1080_h1401.png\"/></p><p>京东本周宣布将全额承担外卖骑手的社保个人缴纳部分,其背景是京东外卖全职外卖员与京东快递员存在显著的收入差,且平台希望快速扩充运力储备。当业务规模扩大后,这项政策才会经受财务考验。</p><p><strong>收入以外,骑手的流动性也影响了他们所能得到的保障</strong></p><p>同济大学副教授葛天任在其《智能革命与骑手未来》一书中,面向上海 10 家外卖快递公司 1559 个相关劳动者调研,发现 78.21% 的快递员的工作年限少于 3 年。一个站点内从业超过一年的的人员屈指可数。郑州市场监督管理局 2022 年调研的数据显示,郑州众包骑手每月流动率保持在 20% 左右,骑手平均在职时长不足 1 年。</p><p>外卖消费大部分发生在一二线城市,当地骑手大多是外来务工者,他们大概率不会在当地买房定居和养老。一些骑手则会因为在老家已经缴纳过成本更低的城乡居民医保和养老保险,因而不愿意在城市买一份更贵的保险。</p><p>现行的社保制度支持个人社保在区域间转移,但骑手转移社保,保障力度会变弱。</p><p>具体来说,平台和骑手个人缴纳的社保分别划入统筹账户和个人账户,当骑手离开原参保地时,个人账户资金(养老 + 医保)可全额转移至新参保地,而统筹账户中的养老保险只能按缴费总和的 12% 转移,医保统筹账户不可转移。</p><p>如果骑手最终未能满足 15 年或 20 年的社保累计缴费要求,他可以在达到法定退休年龄后,向所在地社保中心申请一次性领取个人账户内的全部余额,但无法获得统筹账户支持的基础养老金,相当于个人按月缴费,退休后获得一笔无利息的定期存款。</p><p>除了城镇职工社保,一些平台此前也曾试点过其他保障方案。有网约车平台选择与商业保险合作,为全职司机缴纳个人养老金,司机如果愿意缴纳,和平台按照 1:1 比例出资,缴费金额较城镇职工养老金更低,只有部分司机愿意参与。网约车司机很多此前有全职工作,已缴纳社保,通常参保意愿高于骑手。</p><p><strong>缴社保后,骑手用工形式也会有变化,或将从劳务转向劳动合同</strong></p><p>外卖刚兴起时,大部分骑手是兼职接单,平台与他们签署适用于兼职的劳务合同,即一方提供劳务服务,另一方支付报酬的协议,双方自行协商确定工作内容、报酬方式的协议。</p><p>劳务合同区别于劳动合同,前者适用《民法典》,因其雇佣临时性,劳务提供者需自行承担风险和责任;后者是相对稳定的长期雇佣,适用《劳动合同法》,要求用人单位为劳动者提供包括健康、安全等方面的保障,必须依法为劳动者缴纳社会保险费用。</p><p>劳务合同沿用十几年至今,见证中国外卖骑手从几十万增长到上千万,越来越多的骑手从早年的兼职逐渐变成事实全职,并以此为生,劳务合同不再适配他们工作形态,劳动过程中因缺乏保障导致的矛盾愈发突出。</p><p>平台为骑手缴纳社保,意味着双方之间的用工形式可能从劳务合同转向劳动合同。比如京东外卖计划参照其物流经验,让外卖骑手与京东快递员一样与公司签订劳动合同。不过这建立在京东外卖骑手目前数量较少的情况下。</p><p>美团、饿了么的情况更复杂,现有的上百万骑手如果要签订劳动合同,需要增加大量人力处理合同签订和解除、社保转移经办手续、日常的用工管理和协调等。而且骑手在职时间通常只有几个月,于是平台每年需要处理分散在几十个城市里的数百万个劳动合同。此项成本进一步增加了劳动合同的落地难度。目前各平台仍在讨论阶段。</p><p>平台公司涉及大规模用工,可参考的解决方案是人社部等 8 部委 2021 年提出的 “劳动三分法”,全职对应劳动合同、兼职对应劳务合同之外,新增适配新就业形态的第三种情况 “不完全符合确立劳动关系情形”,企业对劳动者进行劳动管理时,双方订立书面协议,合理确定企业与劳动者的权利义务。这一协议或许可以帮助平台更灵活地处理社保。</p><p><strong>除了外卖骑手,其他零工行业同样需要劳动保障</strong></p><p>中央财经大学社会与心理学院副教授庄家炽自 2016 年开始长期研究快递员的劳动过程,曾在多家快递网点做过快递员工作。在他看来,目前社会对外卖骑手是一种高度凝视的状态,而很多行业劳动者的权益保障甚至不如骑手。</p><p>他曾观察到,很多快递员会转行成为外卖骑手,但至今还没看到过有外卖骑手转行做快递员。快递员转行的原因包括送外卖工作时间更自由,工资可日结,不需担心被拖欠。同样是配送丢件,外卖员的赔偿成本较低,通常只要几十块,而快递员可能赔偿几百元甚至上千元。</p><p>根据草莓派数据 2023 年对 7004 名蓝领劳动者的收入的调查显示,外卖员的平均薪资高于网约车司机、建筑零工、快递员、工厂普工、保安、保洁等职业。</p><p><img src=\"https://x0.ifengimg.com/res/2025/17CBDB53E8D01CD3A7DEEFB91445543ADBBBF001_size232_w1080_h1490.png\"/></p><p>美团、饿了么平台的数据也能说明问题。疫情后,外卖行业每年以百万量级的规模涌入新骑手,外卖、网约车等行业被视作承载就业的蓄水池。吸引劳动者到来的,是这类工作有更灵活的工作时间,和相对有竞争力的薪资。</p><p>美团数据显示,在北京、上海等一线城市和江苏镇江、湖南株洲等四五线城市,高频普通众包骑手人均月薪为 7629 元和 5720 元,按年折算,高于 2023 年以上几个城市的城镇居民人均可支配收入。</p><p>其他零工行业的雇主普遍也不缴纳社保。截至 2023 年末,中国全国就业人员 7.4 亿人,其中蓝领工人的数量超过 4 亿,占比超过一半。根据人社部 2024 年 3 月的数据,全国基本养老、失业、工伤保险参保人数分别为 10.7 亿人、2.4 亿人、2.9 亿人。考虑到只有城镇职工社保需要交齐五险,失业险的参保人数更能准确反映中国有多少劳动者拥有完备的社保保障。</p><p>以快递行业为例。业内只有顺丰和<a href=\"https://laohu8.com/S/02618\">京东物流</a>全职雇佣快递员,为他们签署劳动合同,缴纳社保和公积金。行业大部分公司是加盟制,快递员与总公司没有直接雇佣关系,更接近零工从业者,通常不会由公司缴纳社保。</p><p>顺丰和京东能做到,靠的是航空快件和电商主业支持,守住了单价最高的时效快递产品,有足够多的利润支撑。长期陷入快递价格战的经济型加盟制快递,每单利润几分钱,公司长期保持低利润率,部分网点加盟商可能出现亏损,末端快递员收入都可能受到影响,缴社保更是无从谈起。</p><p>此前的监管更多关注薪资,防止公司过度压低从业者收入。2021 年义乌快递价格战把快递价格打到了 0.8 元甚至更低,宁波市邮政管理局随后约谈了相关公司负责人、关停网点,要求派费不低于 1 元。有相关专业人士表示,新设定的底价主要考虑了快递员收入,要让他们的收入在自行缴纳社保后(即便他可能不缴)依然不低于当地最低工资标准。</p><p>现在对于快递员的社保要求可能也会调整。国家邮政局 2 月 19 日一季度例行新闻会上发布的 2025 年邮政快递业更贴近民生七件实事,其中第五条就明确表示,要选取部分城市开展快递行业劳动合同制度试点,推动快递企业依法与从业人员签订劳动合同。</p><p>我们了解到,多家加盟制快递公司已经收到相关通知并开始梳理内部用工情况,确定哪些人员属于全职员工,将他们的劳务合同改为劳动合同。部分公司确定的改签比例为 10%。这一计划近期将从北上广深等地开始试点。</p><p>题图来源:《我不是药神》</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>外卖平台社保账单:百亿成本、流动困局与零工经济重构</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n外卖平台社保账单:百亿成本、流动困局与零工经济重构\n</h2>\n<h4 class=\"meta\">\n\n\n2025-02-28 14:47 北京时间 <a href=\"https://tech.ifeng.com/c/8hKwaYeq8tl\"><strong>晚点LatePost </strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>所有平台企业发展壮大,最后都要面对社会责任的问题。文丨沈方伟编辑丨管艺雯 黄俊杰十年前,外卖大战刚开始,一切看起来都那么乐观:消费者在办公室挑选更丰富的餐食、餐厅收入不再被门店座位所限制,骑手不需要复杂职业技能就能月入上万。逐渐的,平台用每年上百亿的补贴在这个每天人均餐饮开支刚过 20 元的国家,让人养成了点屏幕等饭上门的习惯。十年后,平台不再烧钱补贴,消费者更谨慎挑剔地花钱,餐厅做外卖的利润空间...</p>\n<a href=\"https://tech.ifeng.com/c/8hKwaYeq8tl\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","09618":"京东集团-SW","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1152091168.USD":"UBS (LUX) 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ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","BK1142":"互联网与直销零售","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0048580855.USD":"富达大中华区A","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","JD":"京东","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)"},"source_url":"https://tech.ifeng.com/c/8hKwaYeq8tl","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2514318035","content_text":"所有平台企业发展壮大,最后都要面对社会责任的问题。文丨沈方伟编辑丨管艺雯 黄俊杰十年前,外卖大战刚开始,一切看起来都那么乐观:消费者在办公室挑选更丰富的餐食、餐厅收入不再被门店座位所限制,骑手不需要复杂职业技能就能月入上万。逐渐的,平台用每年上百亿的补贴在这个每天人均餐饮开支刚过 20 元的国家,让人养成了点屏幕等饭上门的习惯。十年后,平台不再烧钱补贴,消费者更谨慎挑剔地花钱,餐厅做外卖的利润空间一再压缩,但愿意送餐的骑手只是越来越多。如同我们去年底的总结,高增长结束后,矛盾从增长转移到分配,互联网平台最后都面临合法性的问题,对于外卖平台最显著的就是骑手境遇。几百万名骑手是美团最深的护城河,以此为核心,美团每季度获得数百亿元佣金和在线营销收入。平台应当为如此规模的劳动力承担怎样的责任,从薪资到社保,公众和监管层面已经讨论多年。作为新进入者,京东外卖没有规模负担。过去一周,上线不久的京东外卖宣布 “商家 0 佣金”“平台为骑手全额缴纳社保”。同一天,行业前两名的美团和饿了么也表示将给骑手缴社保,两家公司的相关人士分别表示,他们此前已经和人社部就缴纳社保讨论多时。为骑手缴社保,钱只是开始。如果给 100 万骑手全部缴纳社保,每年成本会超过 137 亿元(以成都的基数推算)。如果由骑手自愿选择原则,平台此前估算的开支则在 80 亿元左右。骑手流动性很大,连续几年在一个城市一家公司工作的人是少数。缴纳社保还涉及到数百万人劳动合同的签订与解除,社保转移经办手续。每一项成本的增加,都在影响最终落地效果。还有骑手自己的意愿。外界支持平台缴纳社保的理由是有助于骑手的生计,但相当一部分骑手因为各种现实原因不愿意参保。让社保真正帮助到这个群体,让平台出钱只是第一步。平台为骑手缴纳社保可能只是互联网平台与蓝领劳动力关系变化的第一步。人们每天看到黄、蓝制服的骑手穿梭在大街小巷,更容易关注到这个群体。但中国互联网平台的经营大多依赖于自己参与组织的超级劳动力网络——全球最大规模、最有效率的外卖骑手、快递员和网约车司机。骑手面对的问题,他们同样面对。当然,所有问题的根结是,一个人的收入就是另一个人的开支。声援劳动者容易,但最终人们是不是愿意为此付钱?对此,我们列出七个问题,访谈了多位平台人士和长期研究零工问题的专家。各家平台要给多少人缴社保?目前看不超过 200 万人京东说为外卖全职骑手缴纳五险一金,美团说为全职及稳定兼职骑手缴纳社保,饿了么说 2023 年已启动蓝骑士社保缴纳试点并将全方位保障。三家公司目前都没给出全职骑手的准确定义和适用人数。目前你在京东、美团或者饿了么点外卖,配送的大概率不是全职骑手,而是与三家公司合作的地方劳动服务商签署劳务合同的骑手,和直接签约在平台之下,同样是劳务合同的个体户。通过访谈和整理过往公开资料,我们了解到:外卖平台根据工作属性,将骑手主要分为专送、众包两类。专送骑手受站点管理,每月工作时长和接单数量都有要求,在特定时段(高峰期或极端天气)也要出勤,他们保证了平台配送运力的稳定性。众包骑手是兼职,自行注册后可以自由选择接单时间和数量,没有固定的上下班时间和人员管理。京东外卖的实际承运方达达集团为兼职众包模式,此前未设置全职外卖骑手。据我们了解,达达目前实际有 3 万 - 4 万名事实上全天在平台工作的骑手,其披露的 130 万年活跃骑手为每年在平台接单 1 单及以上的骑手。京东本次缴纳社保的对象为达达骑手中符合条件的全职骑手,但京东暂未透露具体标准。美团一年有约 750 万骑手接过单,但绝大多数是众包,不是每天工作,有的只干过几次就不再接单。美团曾在 2023 年披露的高频骑手(全年跑单 260 天、日均接单超过 6 小时,与劳动法 250 工作日、8 小时工作时间接近)数量约 82 万人,这包括旗下不同体系的骑手。近年来随着更多劳动者涌入外卖行业,这一数量可能突破百万。饿了么有超过 300 万注册骑手,日活跃骑手数量约 120 万人,其中在平台从事全职工作的骑手约 20 万人。饿了么表示这一数据并不准确。一位平台人士告诉我们,人社等监管部门近年来推动平台企业为劳动者提供更完善的劳动保障措施,监管希望在多方利益之间取得平衡 —— 既考虑社保费用对平台的经营压力,也考虑骑手等新就业形态职业的特殊性,骑手意愿和缴费对骑手收入的影响等多重因素,在此基础上做可持续的改进,而不是给明确指令,短时间要求达成某个目标。目前,美团、饿了么的态度是先在部分区域调研和试点,在依法合规且尊重骑手意愿的情况下,为符合纳社条件的的骑手共同出资缴纳。未来调整迭代后,逐步推广至更多地区,直至覆盖全国全职骑手。但全国覆盖还没有明确的时间表。平台要为此投入多少钱?如果是骑手自愿选择,长期可能是每年 50-80 亿元成本如果要给骑手提供更完善的劳动保障,平台需要承担两部分成本,一是按照每单缴纳职业伤害险,二是按月缴纳社保。我们了解到,美团在人社部指导下,计划逐步向全国骑手覆盖职业伤害险。按照 2024 年三季度美团配送的 71 亿订单计算, 每单支付 0.06 元,美团单季支出需要 4.26 亿元。若美团配送保持目前的业务增速,未来覆盖所有骑手的职业伤害险,每年支出可能接近 20 亿元。外卖员、快递员每月工资跟着单量变化。平台通常按照当地社保最低缴费基数缴纳。美团大半外卖订单来自一二线城市,全职骑手也集中在这里。我们选择成都、北京两个城市样本作区间测算,按照当地 2024 年的社保最低缴费基数(成都 4511 元,北京 6821 元)计算缴纳五险一金的成本,成都需要公司每月出资 1143.55 元,个人每月出资 469.14 元;北京需要公司每月出资 1821.21 元,个人每月出资 716.21 元。全国绝大多数二线城市的社保最低缴费基数均在 4000 元以上。如果以成都的基数推算,完全覆盖 100 万骑手,平台缴纳的社保费用将超过 137 亿元。美团的主要收入来自配送服务、佣金、在线营销服务。其中配送业务并不盈利,2024 上半年每单毛亏损 0.64 元。但正是因为配送业务,餐饮商家才愿意向美团支付数百亿元佣金和营销费。去年上半年,美团经营利润 165 亿元。实际应该不会有那么多,因为最终落地可能是骑手自愿原则。有超过半数以上的骑手曾在平台此前的调研中表示他们想要拿到更高的收入,不愿意缴纳社保。我们拿到一份美团 2022 年前后针对社保问题的测算报告。当时美团外卖的日均单量 4400 万单,美团预估 100 万骑手符合社保缴纳条件,考虑到一部分骑手缺乏参与意愿,平台预估为骑手社保的长期成本每年可能为 50 亿元 - 80 亿元,均摊后每单成本增幅在 0.3 元 - 0.5 元。近期影响更小一些。接近美团的几家投行、券商给出预测数字:2025 年两项保险(职业伤害险逐步覆盖全部骑手、社保试点)预计花费 20 亿元。接近美团的人士告诉我们,平台希望短期通过提高自身效率来消化短期社保成本。在消费者对价格更敏感,行业竞争加剧时,美团不希望提高外卖成本。平台很难通过降低骑手每单收入去消化成本。骑手是自主流动的,当一家平台的配送单价低于其他平台,骑手就会转往其他平台。如果有意愿参加社保的全职骑手数量持续增加,缴费金额超出平台可消化的范围,这部分成本最终还是会溢价到消费者端,每单外卖价格上涨。此前,骑手已有哪些保障?京东进入外卖行业后,除了表示要为骑手解决五险一金,还承诺为兼职骑手提供意外险和健康医疗险。但京东没有公布兼职骑手意外险和健康医疗险的具体细则,美团、饿了么等平台此前也有相关举措。美团和饿了么骑手现有的保险包括两大部分,一是职业伤害险,二是骑手商业保险。职业伤害险由人社部会同多部门 2019 年开始调研,2022 年开始在网约车、外卖、货运等行业试点,由平台每单为劳动者缴纳 0.04 元 - 0.2 元的费,目前在 7 省市试点。后者为商业保险,每天需缴纳 2.5 元 - 3 元保费,由平台/服务商从骑手当天第一单收入中代为扣缴。职业伤害险类似社保中的工伤保险,主要应对骑手在提供配送服务时遭遇的意外伤害。商业保险则承保意外伤害和第三者责责任,包括交通事故、摔倒等和造成第三方损失等情况。在实际使用中,一些骑手反映商业保险存在条款复杂且不明确、理赔流程繁琐、保险公司推诿责任导致理赔难等问题。缴社保对骑手确实有好处,但他们也有对收入的顾虑社保对骑手有明确的好处,社保中的医疗、生育、工伤险都是当期缴纳当期享受,骑手在缴费地看病就医,可以使用医保个人账户余额,享受比城乡居民基本医疗保险更高的报销比例。失业保险在缴纳满 1 年后可以领取,根据累计缴费时长确定失业保险金金额,最长领取时间不超过 12 个月。现行的养老保险制度规定劳动者需累计参保 15 年,计划到 2030 年后逐步延长至参保 20 年。满足该条件后,劳动者可在到达法定退休年龄后按月领取养老金。理论上,社保还会影响骑手的日常生活,如全国多个一二线城市对非当地户籍的劳动者要求,在当地办理如购房、申请车牌、子女上学等服务,要求满足一定年限的当地社保缴纳记录。实际上在一二线城市购房、买车、生子的骑手是少数。但很多骑手也有自己的顾虑。缴纳五险一金,对骑手最直接的影响就是会影响他们的收入,到手现金变少。城镇职工社保由用人单位和劳动者共同缴纳,其中公司承担 16%,个人承担 8%。按照上文中成都、北京的最低基数缴纳情况计算,成都骑手每月的个人社保出资为 469.14 元,北京骑手每月的个人社保出资为 716.21 元。这意味着,相当比例的骑手缴纳社保后,每月收入会减少 400 元 - 700 元,相当于骑手一到两天的收入。京东本周宣布将全额承担外卖骑手的社保个人缴纳部分,其背景是京东外卖全职外卖员与京东快递员存在显著的收入差,且平台希望快速扩充运力储备。当业务规模扩大后,这项政策才会经受财务考验。收入以外,骑手的流动性也影响了他们所能得到的保障同济大学副教授葛天任在其《智能革命与骑手未来》一书中,面向上海 10 家外卖快递公司 1559 个相关劳动者调研,发现 78.21% 的快递员的工作年限少于 3 年。一个站点内从业超过一年的的人员屈指可数。郑州市场监督管理局 2022 年调研的数据显示,郑州众包骑手每月流动率保持在 20% 左右,骑手平均在职时长不足 1 年。外卖消费大部分发生在一二线城市,当地骑手大多是外来务工者,他们大概率不会在当地买房定居和养老。一些骑手则会因为在老家已经缴纳过成本更低的城乡居民医保和养老保险,因而不愿意在城市买一份更贵的保险。现行的社保制度支持个人社保在区域间转移,但骑手转移社保,保障力度会变弱。具体来说,平台和骑手个人缴纳的社保分别划入统筹账户和个人账户,当骑手离开原参保地时,个人账户资金(养老 + 医保)可全额转移至新参保地,而统筹账户中的养老保险只能按缴费总和的 12% 转移,医保统筹账户不可转移。如果骑手最终未能满足 15 年或 20 年的社保累计缴费要求,他可以在达到法定退休年龄后,向所在地社保中心申请一次性领取个人账户内的全部余额,但无法获得统筹账户支持的基础养老金,相当于个人按月缴费,退休后获得一笔无利息的定期存款。除了城镇职工社保,一些平台此前也曾试点过其他保障方案。有网约车平台选择与商业保险合作,为全职司机缴纳个人养老金,司机如果愿意缴纳,和平台按照 1:1 比例出资,缴费金额较城镇职工养老金更低,只有部分司机愿意参与。网约车司机很多此前有全职工作,已缴纳社保,通常参保意愿高于骑手。缴社保后,骑手用工形式也会有变化,或将从劳务转向劳动合同外卖刚兴起时,大部分骑手是兼职接单,平台与他们签署适用于兼职的劳务合同,即一方提供劳务服务,另一方支付报酬的协议,双方自行协商确定工作内容、报酬方式的协议。劳务合同区别于劳动合同,前者适用《民法典》,因其雇佣临时性,劳务提供者需自行承担风险和责任;后者是相对稳定的长期雇佣,适用《劳动合同法》,要求用人单位为劳动者提供包括健康、安全等方面的保障,必须依法为劳动者缴纳社会保险费用。劳务合同沿用十几年至今,见证中国外卖骑手从几十万增长到上千万,越来越多的骑手从早年的兼职逐渐变成事实全职,并以此为生,劳务合同不再适配他们工作形态,劳动过程中因缺乏保障导致的矛盾愈发突出。平台为骑手缴纳社保,意味着双方之间的用工形式可能从劳务合同转向劳动合同。比如京东外卖计划参照其物流经验,让外卖骑手与京东快递员一样与公司签订劳动合同。不过这建立在京东外卖骑手目前数量较少的情况下。美团、饿了么的情况更复杂,现有的上百万骑手如果要签订劳动合同,需要增加大量人力处理合同签订和解除、社保转移经办手续、日常的用工管理和协调等。而且骑手在职时间通常只有几个月,于是平台每年需要处理分散在几十个城市里的数百万个劳动合同。此项成本进一步增加了劳动合同的落地难度。目前各平台仍在讨论阶段。平台公司涉及大规模用工,可参考的解决方案是人社部等 8 部委 2021 年提出的 “劳动三分法”,全职对应劳动合同、兼职对应劳务合同之外,新增适配新就业形态的第三种情况 “不完全符合确立劳动关系情形”,企业对劳动者进行劳动管理时,双方订立书面协议,合理确定企业与劳动者的权利义务。这一协议或许可以帮助平台更灵活地处理社保。除了外卖骑手,其他零工行业同样需要劳动保障中央财经大学社会与心理学院副教授庄家炽自 2016 年开始长期研究快递员的劳动过程,曾在多家快递网点做过快递员工作。在他看来,目前社会对外卖骑手是一种高度凝视的状态,而很多行业劳动者的权益保障甚至不如骑手。他曾观察到,很多快递员会转行成为外卖骑手,但至今还没看到过有外卖骑手转行做快递员。快递员转行的原因包括送外卖工作时间更自由,工资可日结,不需担心被拖欠。同样是配送丢件,外卖员的赔偿成本较低,通常只要几十块,而快递员可能赔偿几百元甚至上千元。根据草莓派数据 2023 年对 7004 名蓝领劳动者的收入的调查显示,外卖员的平均薪资高于网约车司机、建筑零工、快递员、工厂普工、保安、保洁等职业。美团、饿了么平台的数据也能说明问题。疫情后,外卖行业每年以百万量级的规模涌入新骑手,外卖、网约车等行业被视作承载就业的蓄水池。吸引劳动者到来的,是这类工作有更灵活的工作时间,和相对有竞争力的薪资。美团数据显示,在北京、上海等一线城市和江苏镇江、湖南株洲等四五线城市,高频普通众包骑手人均月薪为 7629 元和 5720 元,按年折算,高于 2023 年以上几个城市的城镇居民人均可支配收入。其他零工行业的雇主普遍也不缴纳社保。截至 2023 年末,中国全国就业人员 7.4 亿人,其中蓝领工人的数量超过 4 亿,占比超过一半。根据人社部 2024 年 3 月的数据,全国基本养老、失业、工伤保险参保人数分别为 10.7 亿人、2.4 亿人、2.9 亿人。考虑到只有城镇职工社保需要交齐五险,失业险的参保人数更能准确反映中国有多少劳动者拥有完备的社保保障。以快递行业为例。业内只有顺丰和京东物流全职雇佣快递员,为他们签署劳动合同,缴纳社保和公积金。行业大部分公司是加盟制,快递员与总公司没有直接雇佣关系,更接近零工从业者,通常不会由公司缴纳社保。顺丰和京东能做到,靠的是航空快件和电商主业支持,守住了单价最高的时效快递产品,有足够多的利润支撑。长期陷入快递价格战的经济型加盟制快递,每单利润几分钱,公司长期保持低利润率,部分网点加盟商可能出现亏损,末端快递员收入都可能受到影响,缴社保更是无从谈起。此前的监管更多关注薪资,防止公司过度压低从业者收入。2021 年义乌快递价格战把快递价格打到了 0.8 元甚至更低,宁波市邮政管理局随后约谈了相关公司负责人、关停网点,要求派费不低于 1 元。有相关专业人士表示,新设定的底价主要考虑了快递员收入,要让他们的收入在自行缴纳社保后(即便他可能不缴)依然不低于当地最低工资标准。现在对于快递员的社保要求可能也会调整。国家邮政局 2 月 19 日一季度例行新闻会上发布的 2025 年邮政快递业更贴近民生七件实事,其中第五条就明确表示,要选取部分城市开展快递行业劳动合同制度试点,推动快递企业依法与从业人员签订劳动合同。我们了解到,多家加盟制快递公司已经收到相关通知并开始梳理内部用工情况,确定哪些人员属于全职员工,将他们的劳务合同改为劳动合同。部分公司确定的改签比例为 10%。这一计划近期将从北上广深等地开始试点。题图来源:《我不是药神》","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4133585145462200","authorId":"4133585145462200","name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"4133585145462200","authorIdStr":"4133585145462200"},"content":"确实如果我是骑手,我反倒不希望缴纳社保,到手的更多,送外卖能送多少年","text":"确实如果我是骑手,我反倒不希望缴纳社保,到手的更多,送外卖能送多少年","html":"确实如果我是骑手,我反倒不希望缴纳社保,到手的更多,送外卖能送多少年"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408317273752232,"gmtCreate":1740708217721,"gmtModify":1740708220950,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3471210355661451","authorIdStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 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