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且听风吟324

且听风吟324

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且听风吟324

2020-12-16

不怎么样不透彻

社区团购大战终局：美团VS拼多多？

且听风吟324

2020-12-14

咋不批茅台？我觉得相比茅台，互联网公司还是干了挺多利民的事的。至少像拼多多这样，为普通老百姓省了很多钱.，省下的还可以买更多的物品。

人民日报评社区团购：除了流量变现，更应促进创新

且听风吟324

2020-12-06

刚刚

@星辰大海的边界:击落“电动三傻”的会是什么？

且听风吟324

2020-12-03

$BA 20201231 240.0 CALL(BA)$坚持就是梦想

且听风吟324

2020-11-25

$云集(YJ)$停牌什么意思

且听风吟324

2019-08-31

$拼多多(PDD)$ 净额是正的，为什么还会跌，搞不懂

且听风吟324

2019-02-26

$拼多多(PDD)$为什么资金流入一千多万股价缺跌了

且听风吟324

2019-02-23

$拼多多(PDD)$买入资金大大高于卖出资金为什么股价原地踏步?

且听风吟324

2019-02-22

$拼多多(PDD)$这是要跌还是要涨

且听风吟324

2019-02-11

在哪看的

@Lualu:$拼多多(PDD)$ 平均筹码22块多了，之前股价30的时候才21块多，看来庄家是真在出货

且听风吟324

2019-02-11

$拼多多(PDD)$几个意思？资金流向为负股价大涨

且听风吟324

2019-02-02

$拼多多(PDD)$亏死了

且听风吟324

2019-02-01

$拼多多(PDD)$横盘的节奏

且听风吟324

2019-01-31

$拼多多(PDD)$这夜熬的

且听风吟324

2019-01-30

没

@被注册了:$拼多多(PDD)$ 睡觉了没？大家[龇牙][龇牙]

且听风吟324

2019-01-30

$拼多多(PDD)$得赶紧跑越高越险

且听风吟324

2019-01-29

$拼多多(PDD)$不空你了撤也不做多你了拜拜

且听风吟324

2019-01-28

$拼多多(PDD)$今天不像是诱空

且听风吟324

2019-01-28

$拼多多(PDD)$开始大力收割了

且听风吟324

2019-01-28

$拼多多(PDD)$大跌的节奏

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不透彻","listText":"不怎么样 不透彻","text":"不怎么样 不透彻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397000196","repostId":"2091858783","repostType":2,"repost":{"id":"2091858783","kind":"news","weMediaInfo":{"introduction":"新浪ir新闻","home_visible":0,"media_name":"新浪官方","id":"1060974621","head_image":"https://static.tigerbbs.com/2af9a533edb87c6daf428b0c87ba8c8e"},"pubTimestamp":1608105635,"share":"https://www.laohu8.com/m/news/2091858783?lang=&edition=full","pubTime":"2020-12-16 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的反应似乎有些“迟钝”，声量较小，从来没有在集团层面表态过自己在社区团购上的布局，仅参与了十荟团的C3轮融资。</p><p>社区团购，成了当下竞争态势最为火热的赛道之一。艾媒咨询数据显示，2020年社区团购市场规模预计达到720亿元，同比增幅112%，2022年中国社区团购市场规模预计超过1020亿元。</p><p>大战正在上演，谁将成为最后的霸主，尚未可知。但从当前的种种迹象来看，美团、拼多多的社区团购业务已经占据了一定的领先优势，渐成一方霸主。</p><p>1</p><p>美团凶猛，拿下293个城市</p><p>美团的定位从最初的“吃喝玩乐”变成现在的“吃得更好，活得更好”，“吃”绝对是美团的流量根基，更是一切业务的发动机。</p><p>但美团当前面对的现状是，外卖用户数量已经摸到了天花板，迫切要找到一个新的流量蓝海。</p><p>美团很清楚，生鲜这条赛道，绝对不能缺席。</p><p>首先，生鲜具有的三大特性：刚需、高频、低价、市场规模庞大。</p><p>任何具备这4种特性的产品，就是超级流量的产品，在线上流量越来越贵的当下，具有非常重要的战略价值。</p><p>同时，中国生鲜零售的蛋糕足够大。据前瞻产业研究院的数据显示，2019年中国生鲜市场规模超过2万亿元，同比增长6.8%，2020年或将达2.16万亿。</p><p>更重要的一点是，生鲜市场的线上占比非常低，仅有2.5%，线上替代的空间非常大。</p><p>作为千团大战和外卖大战的赢家，王兴显然看到了生鲜电商的潜力，更看到了生鲜之于美团的重要性。</p><p>其实早在2017年，美团便开始了在生鲜领域的尝试，连续成立了小象生鲜、美团买菜、菜大全、快驴进货，积累了丰富的供应链经验。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/25/w550h275/20201216/15e1-kffctcc7218666.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"275\"></p><p>2020年生鲜电商化的时机成熟了，美团再次杀入社区拼团，6月在济南开城，7月成立优选事业部，后提出“千城计划”，要在年底前实现全国覆盖，并下沉至县级市场，社区团购升级成一级战略。</p><p>在二三线团购大战中崛起的美团，早已将“烧钱+地推+垄断”的打法烂熟于心，在社区团购中如鱼得水。</p><p>烧钱快速占领需求终端，低价倾销挤出传统线下业态，搅动上游渠道生态，最后垄断供给侧数据，再通过资本收购上游。</p><p>截至发稿前，美团优选进入27个省份、293城（地级市、自治州、盟同级别行政区划），进攻势头非常凶猛。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/80/w550h330/20201216/8acf-kffctcc7218706.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"330\"></p><p>美团优选的办公室</p><p>美团在千团大战中得到的经验是，一个全国性的蓝海市场，谁能快速扩团圈地，谁就有可能胜出。</p><p>2</p><p>拼多多很拼，砸钱、抢人</p><p>在全国圈地势头中，与美团不相上下的只有拼多多。</p><p>一位接近多多买菜的相关人士向媒体透露，拼多多正在举全司之力，“All-in”买菜业务。</p><p>拼多多拿出10亿补贴，在全国攻城略地。据统计，多多买菜覆盖的省份数量多达28个，若将拼多多App内多多买菜服务区域列表中的“省直辖县级行政区划”保守计算作1城，覆盖城市数量为218个。</p><p>根据第三方数据显示，目前，拼多多活跃用户为5.688亿，年活跃数为6.832亿。不仅如此，拼多多还上线了“多多买菜”小程序，在微信里薅流量本来就是它的强项，虽然目前还没有太多社交玩法，不过复制拼多多的成功经验，恐怕也不并难。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/483/w550h733/20201216/1630-kffctcc7218743.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"733\"></p><p>凭借“多快好省”起家的拼多多，低价格自然是手中的一把利器，通过持续烧钱、补贴，迅速扩量，占住市场。</p><p>同时，拼多多不惜用高额佣金发展线下的社区门店团长，据一个多多买菜团长透露，入驻多多买菜，提成超过10个点，而美团等平台则只有5个点。</p><p>目前，社区拼团最疯狂的城市是长沙、武汉、<a href=\"https://laohu8.com/S/N4E.SI\">南昌</a>、济南和太原，多多买菜短短3个月内就在太原建立了一个能够支撑年销售100亿元的物流体系。</p><p>烧钱、补贴，再加上顶级流量扶持下，拼多多的社区团购业务量非常大。知名国际投行<a href=\"https://laohu8.com/S/GS\">高盛</a>在上调拼多多评级至“买入”时直言，多多买菜发力后，拼多多用户的购买频率和黏性进一步提高，也推高了其用户的总使用时长。</p><p>似乎这场社区团购大战的终局，正在演变成为美团和拼多多的决战。</p><p>3</p><p>社区团购，抢的是什么？</p><p>正当社区团购大战正酣之时，人民日报的一篇评论文章让参战的选手们忧心忡忡。</p><p>12月11日，《人民日报》发表评论批评搞社区团购的互联网巨头：“别只惦记着几捆白菜、几斤水果的生意，科技创新的星辰大海、未来的无限可能性，其实更令人心潮澎湃。”</p><p>就在不久前，一篇批评互联网巨头用资本夺走卖菜小商贩生计的自媒体文章，也刷屏全网。</p><p>一时间，质疑社区团购的声音越来越大。</p><p>冷静地想一想，互联网巨头们拼命厮杀，真的只是卖菜卖水果的生意吗？</p><p>当然不是，他们抢的是流量，是用户，社区团购大战越激烈，互联网巨头对流量越渴望。</p><p>有券商的数据显示，拼多多的获客成本为153元/人，美团超过500元/人，京东为758元/人。但如果靠社区团购的1元秒杀一斤土豆，平台顶多补贴3-5毛，获客成本堪称地板价。</p><p>由此来看，巨头关心的并不是几捆白菜、几斤水果，只是图一个新的流量“翘板”。</p><p>但疯狂抢夺流量的同时，互联网巨头们显然已经扰乱了生鲜市场的运行规则，巨额补贴扰乱了价格体系，不但危及菜贩子的生计，还影响了成千上万供应商。</p><p>正当资本疯狂之时，人民日报的评论犹如一盘冷水，让巨头们冷静一下，思考社区团购真的能赚钱吗？社区团购真的能提高效率、减少浪费吗？社区团购到底给消费者乃至社会带来了什么益处？</p><p>如果没有思考，盲目扩张，最终或许又是一场烧钱的悲剧。</p><p>市场赚钱效应升温，风格却不断切换，抓住低吸潜伏的好时机！立即开户，踏准节奏，不错过下一波大行情&gt;&gt;</p><p>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>社区团购大战终局：美团VS拼多多？</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; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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社区团购大战终局：美团VS拼多多？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2af9a533edb87c6daf428b0c87ba8c8e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">新浪官方 </p>\n<p class=\"h-time\">2020-12-16 16:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>来源：侃见财经</p><p>社区团购，中国零售业最惨烈的大战，正在上演。</p><p>2020年10月以来，几乎中国所有的互联网巨头，突然都挤到了生鲜电商的赛道，砸钱、砸流量、搞补贴……社区团购大战，一触即发。</p><p>10月的最后一天，美团CEO王兴在内部会议中喊出：美团优选、美团买菜的生鲜零售业务是一场必须要打赢的战，定位为全公司的“一级战略”。</p><p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>的黄铮则强调，一定要在农业生鲜领域加大投入、深度创新，未来5年投入不低于500亿元，买菜业务将是拼多多的试金石，“它必然也是个长期业务，是好多年的全力长跑。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/120/w550h370/20201216/15ac-kffctcc7218606.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"370\"></p><p>11月3日，滴滴CEO程维在内部大会上公开表示：滴滴对橙心优选的投入不设上限，全力拿下市场第一名。</p><p>12月初，<a href=\"https://laohu8.com/S/JD\">京东</a>的社区团购业务也开始频繁露出媒体，京东社区团购业务并入京东，并升级京喜为事业群，由刘强东亲自带队，宣布7亿美元战略投资兴盛优选。</p><p>相比之下，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的反应似乎有些“迟钝”，声量较小，从来没有在集团层面表态过自己在社区团购上的布局，仅参与了十荟团的C3轮融资。</p><p>社区团购，成了当下竞争态势最为火热的赛道之一。艾媒咨询数据显示，2020年社区团购市场规模预计达到720亿元，同比增幅112%，2022年中国社区团购市场规模预计超过1020亿元。</p><p>大战正在上演，谁将成为最后的霸主，尚未可知。但从当前的种种迹象来看，美团、拼多多的社区团购业务已经占据了一定的领先优势，渐成一方霸主。</p><p>1</p><p>美团凶猛，拿下293个城市</p><p>美团的定位从最初的“吃喝玩乐”变成现在的“吃得更好，活得更好”，“吃”绝对是美团的流量根基，更是一切业务的发动机。</p><p>但美团当前面对的现状是，外卖用户数量已经摸到了天花板，迫切要找到一个新的流量蓝海。</p><p>美团很清楚，生鲜这条赛道，绝对不能缺席。</p><p>首先，生鲜具有的三大特性：刚需、高频、低价、市场规模庞大。</p><p>任何具备这4种特性的产品，就是超级流量的产品，在线上流量越来越贵的当下，具有非常重要的战略价值。</p><p>同时，中国生鲜零售的蛋糕足够大。据前瞻产业研究院的数据显示，2019年中国生鲜市场规模超过2万亿元，同比增长6.8%，2020年或将达2.16万亿。</p><p>更重要的一点是，生鲜市场的线上占比非常低，仅有2.5%，线上替代的空间非常大。</p><p>作为千团大战和外卖大战的赢家，王兴显然看到了生鲜电商的潜力，更看到了生鲜之于美团的重要性。</p><p>其实早在2017年，美团便开始了在生鲜领域的尝试，连续成立了小象生鲜、美团买菜、菜大全、快驴进货，积累了丰富的供应链经验。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/25/w550h275/20201216/15e1-kffctcc7218666.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"275\"></p><p>2020年生鲜电商化的时机成熟了，美团再次杀入社区拼团，6月在济南开城，7月成立优选事业部，后提出“千城计划”，要在年底前实现全国覆盖，并下沉至县级市场，社区团购升级成一级战略。</p><p>在二三线团购大战中崛起的美团，早已将“烧钱+地推+垄断”的打法烂熟于心，在社区团购中如鱼得水。</p><p>烧钱快速占领需求终端，低价倾销挤出传统线下业态，搅动上游渠道生态，最后垄断供给侧数据，再通过资本收购上游。</p><p>截至发稿前，美团优选进入27个省份、293城（地级市、自治州、盟同级别行政区划），进攻势头非常凶猛。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/80/w550h330/20201216/8acf-kffctcc7218706.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"330\"></p><p>美团优选的办公室</p><p>美团在千团大战中得到的经验是，一个全国性的蓝海市场，谁能快速扩团圈地，谁就有可能胜出。</p><p>2</p><p>拼多多很拼，砸钱、抢人</p><p>在全国圈地势头中，与美团不相上下的只有拼多多。</p><p>一位接近多多买菜的相关人士向媒体透露，拼多多正在举全司之力，“All-in”买菜业务。</p><p>拼多多拿出10亿补贴，在全国攻城略地。据统计，多多买菜覆盖的省份数量多达28个，若将拼多多App内多多买菜服务区域列表中的“省直辖县级行政区划”保守计算作1城，覆盖城市数量为218个。</p><p>根据第三方数据显示，目前，拼多多活跃用户为5.688亿，年活跃数为6.832亿。不仅如此，拼多多还上线了“多多买菜”小程序，在微信里薅流量本来就是它的强项，虽然目前还没有太多社交玩法，不过复制拼多多的成功经验，恐怕也不并难。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/483/w550h733/20201216/1630-kffctcc7218743.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"733\"></p><p>凭借“多快好省”起家的拼多多，低价格自然是手中的一把利器，通过持续烧钱、补贴，迅速扩量，占住市场。</p><p>同时，拼多多不惜用高额佣金发展线下的社区门店团长，据一个多多买菜团长透露，入驻多多买菜，提成超过10个点，而美团等平台则只有5个点。</p><p>目前，社区拼团最疯狂的城市是长沙、武汉、<a href=\"https://laohu8.com/S/N4E.SI\">南昌</a>、济南和太原，多多买菜短短3个月内就在太原建立了一个能够支撑年销售100亿元的物流体系。</p><p>烧钱、补贴，再加上顶级流量扶持下，拼多多的社区团购业务量非常大。知名国际投行<a href=\"https://laohu8.com/S/GS\">高盛</a>在上调拼多多评级至“买入”时直言，多多买菜发力后，拼多多用户的购买频率和黏性进一步提高，也推高了其用户的总使用时长。</p><p>似乎这场社区团购大战的终局，正在演变成为美团和拼多多的决战。</p><p>3</p><p>社区团购，抢的是什么？</p><p>正当社区团购大战正酣之时，人民日报的一篇评论文章让参战的选手们忧心忡忡。</p><p>12月11日，《人民日报》发表评论批评搞社区团购的互联网巨头：“别只惦记着几捆白菜、几斤水果的生意，科技创新的星辰大海、未来的无限可能性，其实更令人心潮澎湃。”</p><p>就在不久前，一篇批评互联网巨头用资本夺走卖菜小商贩生计的自媒体文章，也刷屏全网。</p><p>一时间，质疑社区团购的声音越来越大。</p><p>冷静地想一想，互联网巨头们拼命厮杀，真的只是卖菜卖水果的生意吗？</p><p>当然不是，他们抢的是流量，是用户，社区团购大战越激烈，互联网巨头对流量越渴望。</p><p>有券商的数据显示，拼多多的获客成本为153元/人，美团超过500元/人，京东为758元/人。但如果靠社区团购的1元秒杀一斤土豆，平台顶多补贴3-5毛，获客成本堪称地板价。</p><p>由此来看，巨头关心的并不是几捆白菜、几斤水果，只是图一个新的流量“翘板”。</p><p>但疯狂抢夺流量的同时，互联网巨头们显然已经扰乱了生鲜市场的运行规则，巨额补贴扰乱了价格体系，不但危及菜贩子的生计，还影响了成千上万供应商。</p><p>正当资本疯狂之时，人民日报的评论犹如一盘冷水，让巨头们冷静一下，思考社区团购真的能赚钱吗？社区团购真的能提高效率、减少浪费吗？社区团购到底给消费者乃至社会带来了什么益处？</p><p>如果没有思考，盲目扩张，最终或许又是一场烧钱的悲剧。</p><p>市场赚钱效应升温，风格却不断切换，抓住低吸潜伏的好时机！立即开户，踏准节奏，不错过下一波大行情&gt;&gt;</p><p>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cfb25f107d83e079af4b224ae89c045b","relate_stocks":{"PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2091858783","content_text":"来源：侃见财经社区团购，中国零售业最惨烈的大战，正在上演。2020年10月以来，几乎中国所有的互联网巨头，突然都挤到了生鲜电商的赛道，砸钱、砸流量、搞补贴……社区团购大战，一触即发。10月的最后一天，美团CEO王兴在内部会议中喊出：美团优选、美团买菜的生鲜零售业务是一场必须要打赢的战，定位为全公司的“一级战略”。拼多多的黄铮则强调，一定要在农业生鲜领域加大投入、深度创新，未来5年投入不低于500亿元，买菜业务将是拼多多的试金石，“它必然也是个长期业务，是好多年的全力长跑。11月3日，滴滴CEO程维在内部大会上公开表示：滴滴对橙心优选的投入不设上限，全力拿下市场第一名。12月初，京东的社区团购业务也开始频繁露出媒体，京东社区团购业务并入京东，并升级京喜为事业群，由刘强东亲自带队，宣布7亿美元战略投资兴盛优选。相比之下，阿里巴巴的反应似乎有些“迟钝”，声量较小，从来没有在集团层面表态过自己在社区团购上的布局，仅参与了十荟团的C3轮融资。社区团购，成了当下竞争态势最为火热的赛道之一。艾媒咨询数据显示，2020年社区团购市场规模预计达到720亿元，同比增幅112%，2022年中国社区团购市场规模预计超过1020亿元。大战正在上演，谁将成为最后的霸主，尚未可知。但从当前的种种迹象来看，美团、拼多多的社区团购业务已经占据了一定的领先优势，渐成一方霸主。1美团凶猛，拿下293个城市美团的定位从最初的“吃喝玩乐”变成现在的“吃得更好，活得更好”，“吃”绝对是美团的流量根基，更是一切业务的发动机。但美团当前面对的现状是，外卖用户数量已经摸到了天花板，迫切要找到一个新的流量蓝海。美团很清楚，生鲜这条赛道，绝对不能缺席。首先，生鲜具有的三大特性：刚需、高频、低价、市场规模庞大。任何具备这4种特性的产品，就是超级流量的产品，在线上流量越来越贵的当下，具有非常重要的战略价值。同时，中国生鲜零售的蛋糕足够大。据前瞻产业研究院的数据显示，2019年中国生鲜市场规模超过2万亿元，同比增长6.8%，2020年或将达2.16万亿。更重要的一点是，生鲜市场的线上占比非常低，仅有2.5%，线上替代的空间非常大。作为千团大战和外卖大战的赢家，王兴显然看到了生鲜电商的潜力，更看到了生鲜之于美团的重要性。其实早在2017年，美团便开始了在生鲜领域的尝试，连续成立了小象生鲜、美团买菜、菜大全、快驴进货，积累了丰富的供应链经验。2020年生鲜电商化的时机成熟了，美团再次杀入社区拼团，6月在济南开城，7月成立优选事业部，后提出“千城计划”，要在年底前实现全国覆盖，并下沉至县级市场，社区团购升级成一级战略。在二三线团购大战中崛起的美团，早已将“烧钱+地推+垄断”的打法烂熟于心，在社区团购中如鱼得水。烧钱快速占领需求终端，低价倾销挤出传统线下业态，搅动上游渠道生态，最后垄断供给侧数据，再通过资本收购上游。截至发稿前，美团优选进入27个省份、293城（地级市、自治州、盟同级别行政区划），进攻势头非常凶猛。美团优选的办公室美团在千团大战中得到的经验是，一个全国性的蓝海市场，谁能快速扩团圈地，谁就有可能胜出。2拼多多很拼，砸钱、抢人在全国圈地势头中，与美团不相上下的只有拼多多。一位接近多多买菜的相关人士向媒体透露，拼多多正在举全司之力，“All-in”买菜业务。拼多多拿出10亿补贴，在全国攻城略地。据统计，多多买菜覆盖的省份数量多达28个，若将拼多多App内多多买菜服务区域列表中的“省直辖县级行政区划”保守计算作1城，覆盖城市数量为218个。根据第三方数据显示，目前，拼多多活跃用户为5.688亿，年活跃数为6.832亿。不仅如此，拼多多还上线了“多多买菜”小程序，在微信里薅流量本来就是它的强项，虽然目前还没有太多社交玩法，不过复制拼多多的成功经验，恐怕也不并难。凭借“多快好省”起家的拼多多，低价格自然是手中的一把利器，通过持续烧钱、补贴，迅速扩量，占住市场。同时，拼多多不惜用高额佣金发展线下的社区门店团长，据一个多多买菜团长透露，入驻多多买菜，提成超过10个点，而美团等平台则只有5个点。目前，社区拼团最疯狂的城市是长沙、武汉、南昌、济南和太原，多多买菜短短3个月内就在太原建立了一个能够支撑年销售100亿元的物流体系。烧钱、补贴，再加上顶级流量扶持下，拼多多的社区团购业务量非常大。知名国际投行高盛在上调拼多多评级至“买入”时直言，多多买菜发力后，拼多多用户的购买频率和黏性进一步提高，也推高了其用户的总使用时长。似乎这场社区团购大战的终局，正在演变成为美团和拼多多的决战。3社区团购，抢的是什么？正当社区团购大战正酣之时，人民日报的一篇评论文章让参战的选手们忧心忡忡。12月11日，《人民日报》发表评论批评搞社区团购的互联网巨头：“别只惦记着几捆白菜、几斤水果的生意，科技创新的星辰大海、未来的无限可能性，其实更令人心潮澎湃。”就在不久前，一篇批评互联网巨头用资本夺走卖菜小商贩生计的自媒体文章，也刷屏全网。一时间，质疑社区团购的声音越来越大。冷静地想一想，互联网巨头们拼命厮杀，真的只是卖菜卖水果的生意吗？当然不是，他们抢的是流量，是用户，社区团购大战越激烈，互联网巨头对流量越渴望。有券商的数据显示，拼多多的获客成本为153元/人，美团超过500元/人，京东为758元/人。但如果靠社区团购的1元秒杀一斤土豆，平台顶多补贴3-5毛，获客成本堪称地板价。由此来看，巨头关心的并不是几捆白菜、几斤水果，只是图一个新的流量“翘板”。但疯狂抢夺流量的同时，互联网巨头们显然已经扰乱了生鲜市场的运行规则，巨额补贴扰乱了价格体系，不但危及菜贩子的生计，还影响了成千上万供应商。正当资本疯狂之时，人民日报的评论犹如一盘冷水，让巨头们冷静一下，思考社区团购真的能赚钱吗？社区团购真的能提高效率、减少浪费吗？社区团购到底给消费者乃至社会带来了什么益处？如果没有思考，盲目扩张，最终或许又是一场烧钱的悲剧。市场赚钱效应升温，风格却不断切换，抓住低吸潜伏的好时机！立即开户，踏准节奏，不错过下一波大行情>>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394362188,"gmtCreate":1607949043944,"gmtModify":1703850235174,"author":{"id":"3498500098971261","authorId":"3498500098971261","name":"且听风吟324","avatar":"https://static.tigerbbs.com/3d4da7a3193cdc8721e98e536bf7399e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498500098971261","authorIdStr":"3498500098971261"},"themes":[],"htmlText":"咋不批茅台？我觉得相比茅台，互联网公司还是干了挺多利民的事的。至少像拼多多这样，为普通老百姓省了很多钱.，省下的还可以买更多的物品。","listText":"咋不批茅台？我觉得相比茅台，互联网公司还是干了挺多利民的事的。至少像拼多多这样，为普通老百姓省了很多钱.，省下的还可以买更多的物品。","text":"咋不批茅台？我觉得相比茅台，互联网公司还是干了挺多利民的事的。至少像拼多多这样，为普通老百姓省了很多钱.，省下的还可以买更多的物品。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394362188","repostId":"1100897713","repostType":2,"repost":{"id":"1100897713","kind":"news","pubTimestamp":1607683748,"share":"https://www.laohu8.com/m/news/1100897713?lang=&edition=full","pubTime":"2020-12-11 18:49","market":"sh","language":"zh","title":"人民日报评社区团购：除了流量变现，更应促进创新","url":"https://stock-news.laohu8.com/highlight/detail?id=1100897713","media":"人民日报评论","summary":"在购物、打车、外卖这些热点之后，卖菜几乎成了互联网的又一个风口。","content":"<p>这段时间，互联网巨头企业相继投入大量资源入局生鲜社区团购，“社区团购”成为互联网行业及资本市场热议的话题。各大互联网巨头企业利用海量数据、先进算法和雄厚资本，研究如何拿下社区的生鲜团购。<b>在购物、打车、外卖这些热点之后，卖菜几乎成了互联网的又一个风口。</b></p>\n<p>下沉社区终端，将线上流量与线下供应链整合，加大优惠补贴力度，用价格优势换流量，用户下单就能等菜上门……在“鹭鸶腿上劈精肉”的生意上发力，或许又是一个互联网通过商业模式创新改变生活的精彩故事。但舆论场上也有许多不同声音，<b>除了对于菜贩群体利益深刻改变的讨论外，也有不少思考指向对大型互联网企业的创新期待</b>。前不久，一些互联网技术公司运用前沿技术破解科技难题，这深刻启示我们：<b>互联网累积的数据和算法，除了流量变现，还有另一种打开方式，即促进科技创新。</b></p>\n<p><img src=\"https://static.tigerbbs.com/27dee97fbd9cc897e73168ba56de52f7\" tg-width=\"1080\" tg-height=\"588\"></p>\n<p>（图源网络）</p>\n<p>今年以来，美国接连在芯片上制裁中国科技企业，攻克关键技术领域的“卡脖子”难题，成为举国上下的关切。<b>互联网巨头拥有雄厚的财力、大量的数据资源、领先的数字技术，人们期待巨头们不仅能在商业模式上进行创新，更能承担起推进科技创新的责任。</b>这不仅是为企业发展储蓄技术，也是企业的社会责任之所在。</p>\n<p>事实上，从阿里巴巴的达摩院，到百度的无人驾驶汽车，再到华为建成国内首家芯片制造厂，中国的企业日益注重向科技创新进军。在当今时代以及更长远的未来，科技创新能力，掌握关键领域核心科技的能力，成为国家竞争和长远发展的关键要素。<b>如果只顾着低头捡六便士，而不能抬头看月亮、展开赢得长远未来的科技创新，那么再大的流量、再多的数据也难以转变成硬核的科技成果，难以改变我们在核心技术上受制于人的被动局面。</b></p>\n<p>当然，互联网企业也有生存的压力，也需要获得投资回报，但<b>科技创新并非要求企业不赚钱，而是把投资的存续期延长，不痴迷于急功近利、不热衷于短期变现，而能够在长周期视野下赢得技术变革带来的更大收益</b>。中国14亿人口、4亿中等收入群体构成了超大规模消费市场，这不仅为商业模式创新提供了沃土，更为科技创新提供了得天独厚的条件。超大规模市场，可以为科技创新产品提供广阔销路，从而摊薄科技创新的成本，<b>如果我们的互联网巨头具有更多超越性追求，能够运用数字化技术探索未知、拓展人类知识疆土，再与超大规模市场结合，将会产生巨大的科技创新势能。</b>依靠硬核科技，让企业站上价值链顶端，让国家竞争力、自主性更强，让人类的知识边界更大，不是更“香”吗？</p>\n<p>习近平总书记反复强调，要把原始创新能力提升摆在更加突出的位置，努力实现更多“从0到1”的突破。掌握着海量数据、先进算法的互联网巨头，理应在科技创新上有更多担当、有更多追求、有更多作为。别只惦记着几捆白菜、几斤水果的流量，科技创新的星辰大海、未来的无限可能性，其实更令人心潮澎湃。</p>","source":"lsy1607683579346","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>人民日报评社区团购：除了流量变现，更应促进创新</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; 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人民日报评社区团购：除了流量变现，更应促进创新\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-11 18:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/apwKrz1JDSVp2514SCMQ3A><strong>人民日报评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这段时间，互联网巨头企业相继投入大量资源入局生鲜社区团购，“社区团购”成为互联网行业及资本市场热议的话题。各大互联网巨头企业利用海量数据、先进算法和雄厚资本，研究如何拿下社区的生鲜团购。在购物、打车、外卖这些热点之后，卖菜几乎成了互联网的又一个风口。\n下沉社区终端，将线上流量与线下供应链整合，加大优惠补贴力度，用价格优势换流量，用户下单就能等菜上门……在“鹭鸶腿上劈精肉”的生意上发力，或许又是一个...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/apwKrz1JDSVp2514SCMQ3A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/099212af0a8bdd6097902fb1c82cd1b7","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/apwKrz1JDSVp2514SCMQ3A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100897713","content_text":"这段时间，互联网巨头企业相继投入大量资源入局生鲜社区团购，“社区团购”成为互联网行业及资本市场热议的话题。各大互联网巨头企业利用海量数据、先进算法和雄厚资本，研究如何拿下社区的生鲜团购。在购物、打车、外卖这些热点之后，卖菜几乎成了互联网的又一个风口。\n下沉社区终端，将线上流量与线下供应链整合，加大优惠补贴力度，用价格优势换流量，用户下单就能等菜上门……在“鹭鸶腿上劈精肉”的生意上发力，或许又是一个互联网通过商业模式创新改变生活的精彩故事。但舆论场上也有许多不同声音，除了对于菜贩群体利益深刻改变的讨论外，也有不少思考指向对大型互联网企业的创新期待。前不久，一些互联网技术公司运用前沿技术破解科技难题，这深刻启示我们：互联网累积的数据和算法，除了流量变现，还有另一种打开方式，即促进科技创新。\n\n（图源网络）\n今年以来，美国接连在芯片上制裁中国科技企业，攻克关键技术领域的“卡脖子”难题，成为举国上下的关切。互联网巨头拥有雄厚的财力、大量的数据资源、领先的数字技术，人们期待巨头们不仅能在商业模式上进行创新，更能承担起推进科技创新的责任。这不仅是为企业发展储蓄技术，也是企业的社会责任之所在。\n事实上，从阿里巴巴的达摩院，到百度的无人驾驶汽车，再到华为建成国内首家芯片制造厂，中国的企业日益注重向科技创新进军。在当今时代以及更长远的未来，科技创新能力，掌握关键领域核心科技的能力，成为国家竞争和长远发展的关键要素。如果只顾着低头捡六便士，而不能抬头看月亮、展开赢得长远未来的科技创新，那么再大的流量、再多的数据也难以转变成硬核的科技成果，难以改变我们在核心技术上受制于人的被动局面。\n当然，互联网企业也有生存的压力，也需要获得投资回报，但科技创新并非要求企业不赚钱，而是把投资的存续期延长，不痴迷于急功近利、不热衷于短期变现，而能够在长周期视野下赢得技术变革带来的更大收益。中国14亿人口、4亿中等收入群体构成了超大规模消费市场，这不仅为商业模式创新提供了沃土，更为科技创新提供了得天独厚的条件。超大规模市场，可以为科技创新产品提供广阔销路，从而摊薄科技创新的成本，如果我们的互联网巨头具有更多超越性追求，能够运用数字化技术探索未知、拓展人类知识疆土，再与超大规模市场结合，将会产生巨大的科技创新势能。依靠硬核科技，让企业站上价值链顶端，让国家竞争力、自主性更强，让人类的知识边界更大，不是更“香”吗？\n习近平总书记反复强调，要把原始创新能力提升摆在更加突出的位置，努力实现更多“从0到1”的突破。掌握着海量数据、先进算法的互联网巨头，理应在科技创新上有更多担当、有更多追求、有更多作为。别只惦记着几捆白菜、几斤水果的流量，科技创新的星辰大海、未来的无限可能性，其实更令人心潮澎湃。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396578497,"gmtCreate":1607226895019,"gmtModify":1703846838089,"author":{"id":"3498500098971261","authorId":"3498500098971261","name":"且听风吟324","avatar":"https://static.tigerbbs.com/3d4da7a3193cdc8721e98e536bf7399e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498500098971261","authorIdStr":"3498500098971261"},"themes":[],"htmlText":"刚刚","listText":"刚刚","text":"刚刚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396578497","repostId":"391301777","repostType":1,"repost":{"id":391301777,"gmtCreate":1606480798293,"gmtModify":1703843287463,"author":{"id":"3489343241595303","authorId":"3489343241595303","name":"星辰大海的边界","avatar":"https://static.tigerbbs.com/f26bb0d62a928fe2b51ec2e17face8a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489343241595303","authorIdStr":"3489343241595303"},"themes":[],"title":"击落“电动三傻”的会是什么？","htmlText":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！  凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","listText":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！  凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 结果很简单：竞争格局。 聚义厅在竞争格局很重要：从鸦片想到化妆股中举过一个精彩的例子： “根据剑桥大学的资料记载，1830年代渣甸洋行的鸦片贸易利润是百分之几百。而1850-1860年代，渣甸洋行自有鸦片贸易利润是15%，代理经销鸦片的利润是4%。一个有着极度上瘾特征，不消费就要眼泪鼻涕满地打滚的品类，在打通上下游产业链后的利润率只有这个水平，放到现在还不如卖鸭脖子的。” 当壁垒消失，竞争格局恶化后，连贩鸦片这样的暴利生意都会变得平庸，时间的力量就是这么伟大。 而对于汽车新势力的竞争格局，最大的问题就出在：汽车的换车周期太长了，传统势力有充足的时间做出反击，从而使得竞争变得无比红海。 很多人举苹果和诺基亚的例子，说明新势力会如何在电动车的战场上把老玩家打的丢盔弃甲。 但他们忽略了一个关键的差异：汽车的换车周期在10年左右，而手机的换机周期只有2年。 苹果干诺基亚，可以打闪电战，","text":"今年环球资本市场最闪亮的星，无疑是蔚来汽车为代表的中国电动车新势力。蔚来用1年30倍的涨幅宣告，中国永远不缺商业神话，李斌这个2019年最惨的人也可以翻身。 但同时，新势力的估值已经飙升到了一个恐怖的水平，蔚来汽车荣登美国散户交易榜第一名，网友将这三家新势力戏称为电动三傻。 下面这张图计算了各家车企的销量、市值、收入（为了考虑新势力的成长性，我们选取蔚来理想小鹏的2020年预测收入和销量，和其他车企的2019年数据进行对比）。 单车销售市值是一个公允衡量估值的指标，我们看到，小鹏、理想、蔚来的单车销售市值是大众汽车的180~400倍，是特斯拉的2.5~5倍！ 凭啥？同样卖一辆车，电动车就比燃油车值钱几百倍，电动车小弟比老大值钱几倍。 当然，成长股投资者可以说，我们赌的是趋势，赌的是终局，现在的销量都只是小荷尖尖，这个逻辑貌似目前也没法证伪。 我也一直在反思，击落电动三傻离谱估值的会是什么。 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