kony的个人主页 - 老虎社区

kony

kony

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0勋章

2020-01-18

$荔枝(LIZI)$ 有14以上买入的么求阴影面积

2019-05-28

$蔚来(NIO)$你们真的觉得这么多小散上车是好事情么

2019-03-28

$小米集团-W(01810)$ 小米酒透明版到手

2018-01-17

$迅雷(XNET)$小单拉高大单出货对么

2019-04-18

$如涵控股(RUHN)$ 我给你磕头了涨回发行价吧

2018-01-23

$迅雷(XNET)$ 用做空赚的钱买的

2019-10-29

$HEXO Corp.(HEXO)$ 超预期了能回本么

2018-08-17

$网易(NTES)$ 要跑的都走了吗....我207.9的本.....

2018-06-11

10点是今天的高点.....要跑看10点哈

$爱奇艺(IQ)$ 同上

10点是今天的高点.....要跑看10点哈

2019-05-02

$Pinterest, Inc.(PINS)$ 我就不明白你们分析个什么劲好公司在中国都有对标模式的公司这破pc时代的网站你high个什么劲淘汰的互联网模式玩法还指望涨破天际

2019-10-10

$HEXO Corp.(HEXO)$ 抄底早了

2019-05-21

$道琼斯(.DJI)$ 美国人完全可以让中国股票跌大盘却稳稳涨说明什么说明中概只是大海里的几滴水

2019-05-07

$如涵控股(RUHN)$ 已经赔了12000刀

2019-04-16

$如涵控股(RUHN)$ 做空的朋友请做空到0元别泄气

2018-06-14

$红黄蓝(RYB)$ 全仓了锁仓....各位88

2018-06-13

$红黄蓝(RYB)$ 隔壁tal尿了

2018-06-11

$红黄蓝(RYB)$ 买买买大家一起加油买....北京最稀缺的优质幼儿园...黑天鹅砸出来的坑...马上就要补回了.....

2019-05-23

$阿里巴巴(BABA)$ 美国人的全面战争是要让中概都见鬼去么

2019-04-03

$小米集团-W(01810)$多谢底部喊空的人

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10:40","market":"other","language":"zh","title":"全国首个自动驾驶出行服务商业化试点在京开放","url":"https://stock-news.laohu8.com/highlight/detail?id=1144674625","media":"北京日报 ","summary":"北京正式开放国内首个自动驾驶出行服务商业化试点，并宣布配套管理政策——《北京市智能网联汽车政策先行区自动驾驶出行服务商业化试点管理实施细则（试行）》同步出台。\n\n在11月25日举行的北京亦庄创新发布上","content":"<blockquote>\n 北京正式开放国内首个自动驾驶出行服务商业化试点，并宣布配套管理政策——《北京市智能网联汽车政策先行区自动驾驶出行服务商业化试点管理实施细则（试行）》同步出台。\n</blockquote>\n<p>在11月25日举行的北京亦庄创新发布上，北京市高级别自动驾驶示范区工作办公室公布，北京正式开放国内首个自动驾驶出行服务商业化试点。同时发布的配套管理政策显示，<b>在保障市场公平竞争原则的前提下，企业可采取市场化定价机制；在向乘客明确收费原则、支付方式等信息前提下，方可开启体验收费服务。这标志着国内自动驾驶领域从测试示范迈入商业化试点探索新阶段。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c6c95e04b2514634017d3528637eb4b1\" tg-width=\"1706\" tg-height=\"1279\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><b>在哪？</b></p>\n<p><b>经开区60平方公里范围</b></p>\n<p>百度和小马智行成为首批获许开展商业化试点服务的企业，现阶段将在经开区60平方公里范围，投入不超过100辆自动驾驶车辆开展商业化试点服务。依据此次管理政策，在保障市场公平竞争原则的前提下，企业可采取市场化定价机制；在向乘客明确收费原则、支付方式等信息前提下，方可开启体验收费服务。</p>\n<p>“自动驾驶是北京市高精尖产业重点方向，发展进程全国领先。”市自驾办相关负责人介绍说，今年4月，依托北京市高级别自动驾驶示范区，设立了国内首个智能网联汽车政策先行区，打造先行先试监管沙盒，推动道路测试、示范应用和商业运营服务。设立以来，已在全国率先发布无人配送车上路、高速公路测试、无人化测试等政策。截至目前累计安全测试里程接近300万公里，管理政策创新成效良好，已具备条件开展商业化试点，商业化试点是自动驾驶应用场景落地的最终环节，进而形成产业闭环。</p>\n<p><b>为何商业化试点？</b></p>\n<p><b>顺应产业发展需求</b></p>\n<p>此次管理政策，从申请审核、试点管理、网络数据安全、服务监督与违规管理等方面对企业开展商业化出行服务进行全方位详细规范，具有多个亮点。</p>\n<p>相关负责人介绍，政策统筹技术更新迭代和产业发展，鼓励和引导自动驾驶出行服务商业模式探索和创新。当前，部分头部企业的自动驾驶技术已在示范区内通过道路测试和示范应用得到充分验证，为自动驾驶产业发展奠定了良好基础。先行区为顺应产业发展需求，在全国范围首次允许符合条件的企业开展自动驾驶出行体验收费服务，打造良好的产业营商环境。</p>\n<p><b>如何管理？</b></p>\n<p><b>构建新型服务、客诉和定价机制</b></p>\n<p>同时，政策健全完善申请和审核流程，加强管理要求，保障细则的可落地性。细则从事前（申请条件、申请材料、申请审批流程）、事中（监督管理）、事后（违规、违法及事故处理）三大维度，对申请主体、试点车辆、驾驶人、平台和APP等对象的合规性做出了详尽要求，形成了可复制、可推广、可实施的方案，对智能网联汽车商业化发展具有较好的参考借鉴价值。</p>\n<p>在强化服务监督和违规管理方面，构建具有延续性、可迭代的商业化试点服务管理体系。先行区高度重视商业化试点的服务质量管控，严格要求企业在市场化公平竞争前提下，构建新型的服务、客诉和定价等管理机制，营造良好的商业化试点环境；对企业的日常运营状况进行监管，根据监管需要，对企业的业务运营、服务质量、平台及网络运行、车辆行驶等方面的全方位监管。</p>\n<p><b>如何保障安全？</b></p>\n<p><b>采集数据未经批准不得出境</b></p>\n<p>“安全可控是开展商业化试点活动的最重要的基本原则。”对于市民关注的网络数据安全管理方面，相关负责人表示，政策将确保试点活动安全有序开展，要求申请主体从全面遵守和落实国家相关法律法规出发，加强对个人信息和网络数据安全保护，明确在商业化试点时所采集的乘客个人信息、APP日志信息、地理信息、汽车及系统数据、交通流数据和生成的业务数据等，应当在中国境内存储和使用，未经批准不得出境。同时要求企业建立完整的网络安全防护体系，对互联网服务平台进行持续有效的网络安全管理，有效应对网络安全事件。</p>\n<p><b>何时扩大范围？</b></p>\n<p><b>适时逐步扩大商业化试点</b></p>\n<p>相关负责人表示，下一步，先行区将以安全可控为第一原则，在与传统出行服务体系互补、互利和共赢的基础上，适时逐步扩大商业化试点路段或区域范围，阶段性统筹推进商业化规模化运营，支持企业从无人化道路测试逐步过渡到无人商业化试点，持续为公众带来自动驾驶出行服务体验升级。</p>","source":"lsy1567982807092","collect":0,"html":"<!DOCTYPE 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}\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全国首个自动驾驶出行服务商业化试点在京开放\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 10:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://baijiahao.baidu.com/s?id=1717366106990140614&wfr=spider&for=pc><strong>北京日报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京正式开放国内首个自动驾驶出行服务商业化试点，并宣布配套管理政策——《北京市智能网联汽车政策先行区自动驾驶出行服务商业化试点管理实施细则（试行）》同步出台。\n\n在11月25日举行的北京亦庄创新发布上，北京市高级别自动驾驶示范区工作办公室公布，北京正式开放国内首个自动驾驶出行服务商业化试点。同时发布的配套管理政策显示，在保障市场公平竞争原则的前提下，企业可采取市场化定价机制；在向乘客明确收费原则、...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1717366106990140614&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9d5f8dbcaac0aa52eb6d25519418aa1b","relate_stocks":{"BIDU":"百度"},"source_url":"https://baijiahao.baidu.com/s?id=1717366106990140614&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144674625","content_text":"北京正式开放国内首个自动驾驶出行服务商业化试点，并宣布配套管理政策——《北京市智能网联汽车政策先行区自动驾驶出行服务商业化试点管理实施细则（试行）》同步出台。\n\n在11月25日举行的北京亦庄创新发布上，北京市高级别自动驾驶示范区工作办公室公布，北京正式开放国内首个自动驾驶出行服务商业化试点。同时发布的配套管理政策显示，在保障市场公平竞争原则的前提下，企业可采取市场化定价机制；在向乘客明确收费原则、支付方式等信息前提下，方可开启体验收费服务。这标志着国内自动驾驶领域从测试示范迈入商业化试点探索新阶段。\n在哪？\n经开区60平方公里范围\n百度和小马智行成为首批获许开展商业化试点服务的企业，现阶段将在经开区60平方公里范围，投入不超过100辆自动驾驶车辆开展商业化试点服务。依据此次管理政策，在保障市场公平竞争原则的前提下，企业可采取市场化定价机制；在向乘客明确收费原则、支付方式等信息前提下，方可开启体验收费服务。\n“自动驾驶是北京市高精尖产业重点方向，发展进程全国领先。”市自驾办相关负责人介绍说，今年4月，依托北京市高级别自动驾驶示范区，设立了国内首个智能网联汽车政策先行区，打造先行先试监管沙盒，推动道路测试、示范应用和商业运营服务。设立以来，已在全国率先发布无人配送车上路、高速公路测试、无人化测试等政策。截至目前累计安全测试里程接近300万公里，管理政策创新成效良好，已具备条件开展商业化试点，商业化试点是自动驾驶应用场景落地的最终环节，进而形成产业闭环。\n为何商业化试点？\n顺应产业发展需求\n此次管理政策，从申请审核、试点管理、网络数据安全、服务监督与违规管理等方面对企业开展商业化出行服务进行全方位详细规范，具有多个亮点。\n相关负责人介绍，政策统筹技术更新迭代和产业发展，鼓励和引导自动驾驶出行服务商业模式探索和创新。当前，部分头部企业的自动驾驶技术已在示范区内通过道路测试和示范应用得到充分验证，为自动驾驶产业发展奠定了良好基础。先行区为顺应产业发展需求，在全国范围首次允许符合条件的企业开展自动驾驶出行体验收费服务，打造良好的产业营商环境。\n如何管理？\n构建新型服务、客诉和定价机制\n同时，政策健全完善申请和审核流程，加强管理要求，保障细则的可落地性。细则从事前（申请条件、申请材料、申请审批流程）、事中（监督管理）、事后（违规、违法及事故处理）三大维度，对申请主体、试点车辆、驾驶人、平台和APP等对象的合规性做出了详尽要求，形成了可复制、可推广、可实施的方案，对智能网联汽车商业化发展具有较好的参考借鉴价值。\n在强化服务监督和违规管理方面，构建具有延续性、可迭代的商业化试点服务管理体系。先行区高度重视商业化试点的服务质量管控，严格要求企业在市场化公平竞争前提下，构建新型的服务、客诉和定价等管理机制，营造良好的商业化试点环境；对企业的日常运营状况进行监管，根据监管需要，对企业的业务运营、服务质量、平台及网络运行、车辆行驶等方面的全方位监管。\n如何保障安全？\n采集数据未经批准不得出境\n“安全可控是开展商业化试点活动的最重要的基本原则。”对于市民关注的网络数据安全管理方面，相关负责人表示，政策将确保试点活动安全有序开展，要求申请主体从全面遵守和落实国家相关法律法规出发，加强对个人信息和网络数据安全保护，明确在商业化试点时所采集的乘客个人信息、APP日志信息、地理信息、汽车及系统数据、交通流数据和生成的业务数据等，应当在中国境内存储和使用，未经批准不得出境。同时要求企业建立完整的网络安全防护体系，对互联网服务平台进行持续有效的网络安全管理，有效应对网络安全事件。\n何时扩大范围？\n适时逐步扩大商业化试点\n相关负责人表示，下一步，先行区将以安全可控为第一原则，在与传统出行服务体系互补、互利和共赢的基础上，适时逐步扩大商业化试点路段或区域范围，阶段性统筹推进商业化规模化运营，支持企业从无人化道路测试逐步过渡到无人商业化试点，持续为公众带来自动驾驶出行服务体验升级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925835672,"gmtCreate":1587965275396,"gmtModify":1704365858632,"author":{"id":"271295129036525","authorId":"271295129036525","name":"kony","avatar":"https://static.tigerbbs.com/9224f09a7dd3015f8d29d102273ddf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"271295129036525","authorIdStr":"271295129036525"},"themes":[],"htmlText":"顶额罚款60万 每个高管罚款30万 &nbsp;&nbsp;几万美元罚款全部结束 &nbsp;&nbsp;","listText":"顶额罚款60万 每个高管罚款30万 &nbsp;&nbsp;几万美元罚款全部结束 &nbsp;&nbsp;","text":"顶额罚款60万 每个高管罚款30万 几万美元罚款全部结束","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/925835672","repostId":"1174350353","repostType":4,"isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928041356,"gmtCreate":1586433659575,"gmtModify":1704361309187,"author":{"id":"271295129036525","authorId":"271295129036525","name":"kony","avatar":"https://static.tigerbbs.com/9224f09a7dd3015f8d29d102273ddf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"271295129036525","authorIdStr":"271295129036525"},"themes":[],"htmlText":"“5月15日到期成交大量put.意味着什么？”&nbsp;","listText":"“5月15日到期成交大量put.意味着什么？”&nbsp;","text":"“5月15日到期成交大量put.意味着什么？”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/928041356","repostId":"1183977106","repostType":2,"repost":{"id":"1183977106","kind":"news","pubTimestamp":1586429791,"share":"https://www.laohu8.com/m/news/1183977106?lang=&edition=full","pubTime":"2020-04-09 18:56","market":"us","language":"zh","title":"瑞幸为何自曝？ 答案指向了明暗两条线","url":"https://stock-news.laohu8.com/highlight/detail?id=1183977106","media":"字母榜","summary":"瑞幸虚增22亿营收无疑是场骗局，这场骗局目前为止迷雾重重。","content":"<p>文/谭宵寒</p><p>上周四美股开盘前，<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>自曝财务造假。在此前三天的3月30日，5月15日到期、成交价为15美元的瑞幸看跌期权发生了大额成交，至今仍有2.15万手未平仓。而其他到期日、行权价的看跌期权并无类似异动。</p><p>“5月15日到期成交大量put.意味着什么？” 3月31日凌晨，有用户在某股评社区提出了这个问题。</p><p>答案暂且不论，先看看瑞幸事件最新进展。据<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技援引国外媒体报道，周一美股开盘后，<a href=\"https://laohu8.com/S/GS\">高盛</a>称借款人瑞幸股东Haode Investment公司发生违约，根据5.18亿美元的保证金贷款安排，将对抵押品瑞幸咖啡76,350,094股ADS股采取强制执行程序。该股东的实际控制者正是由瑞幸咖啡董事长陆正耀的家族信托。</p><p><img src=\"https://static.tigerbbs.com/08d2b0e30458892963d505c773a1ac2a\" /></p><p>瑞幸咖啡董事长的另一家关联企业<a href=\"https://laohu8.com/S/00699\">神州租车</a>在当日走出了不同的节奏，先是发出了彻底划清界限的公告，称公司无持有瑞幸咖啡的任何股份且并无参与其任何商业交易，陆正耀也已于2016年4月辞任CEO并改任非执行董事，随后股价上涨34.18%。当晚，瑞幸咖啡停牌。英国《金融时报》9日报道称，陆正耀正在考虑辞去神州租车董事长一职。</p><p>瑞幸虚增22亿营收无疑是场骗局，这场骗局目前为止迷雾重重，除了COO刘剑是否是替人背锅，大众关心的另一个问题是：瑞幸到底因何自曝？难道是嫌公司死得不够快吗？</p><p>神州系的资金链是个闭环。</p><p>最明显的标志，是瑞幸开启正式融资前的无息贷款来自神州系。2017年，瑞幸获得了前神州优车副总经理钱治亚和神州优车股东陈敏提供的6000万元的个人借款，来自Haode Investment Inc.和Primus Investments Fund 的共9470万元无息贷款。2018年，Haode Investment Inc.又向瑞幸咖啡提供了1.476亿无息贷款。Haode Investment Inc.正是高盛报告中违约的借款人，这些无息贷款均来自陆正耀控制的机构。</p><p>关于Haode Investment Inc.的前情提要是，2016年4月，神州优车提交新三板挂牌申请时，Haode Investment Inc.也是其股东之一。2018年，瑞幸还以购买咖啡机的名义向光大融资租赁公司获得3.5亿元的融资额，抵押物为陆正耀当时持有的3530万股神州优车股票；同年6月，瑞幸从西藏信托获得一笔3亿元的抵押贷款，抵押物为当时瑞幸咖啡VIE架构下外商独资公司48%的股权。</p><p><img src=\"https://static.tigerbbs.com/4fed642f3f64c02fc7ab6224d16f9692\" /></p><p>神州系资金链闭环的另一个表现，是瑞幸A轮和B轮的投资方极为重合，都和与神州租车获利的、与陆正耀关系密切的铁三角刘二海、黎辉相关，且在基本面未发生变化的情况下，估值短时间内快速膨胀。</p><p>这条有出口、无进项的资本闭环或许是这样的：从以往的利润中抽回本金和足够利润，将额外的利润输送给下一条IPO速成生产线。</p><p>瑞幸为何自曝，从目前的公开报道、资料和资金流向来看，答案指向了明暗两条线。</p><p>明线是浑水1月底发出的做空报告和未披露的年报，据澎湃新闻援引安永的回应，安永在审计瑞幸2019年年度财报时发现，瑞幸员工通过虚假交易虚增了公司相关期间的收入、成本及费用，并就此发现向瑞幸咖啡审计委员会作出了汇报，瑞幸咖啡董事会因此决定成立特别委员会负责相关内部调查。</p><p>暗线，埋藏在瑞幸乃至背后的神州系现金流之中。</p><p>一个可以透视神州系资金紧张的事件是，瑞幸自曝当天，神州优车发布公告，公司控股子公司宝沃汽车拟就应付款项进行债务重组，一笔借款无法按期归还。</p><p>债务要从神州优车收购宝沃说起。2018年12月，长盛兴业以39.73亿元收购<a href=\"https://laohu8.com/S/600166\">福田汽车</a>持有的67%股权宝沃汽车的受让方，神州优车提供不超过24亿元借款。次年3月，神州优车拟现金收购长盛兴业持有的宝沃汽车67%的股权，股权转让价格为41.0911亿元。</p><p>但从4月2日，神州优车发出的长盛兴业尚有14.81亿剩余价款未结清的公告来看，神州系实际支付了26.2811亿元，根据上述公告，2020年2月29日，宝沃汽车应付福田汽车46.7亿元的借款本金来看，神州系从这笔交易中获得的，不仅仅是将1.3611亿元现金从神州优车输向王百因实控的长盛兴业，后者后来被浑水证实为与陆正耀关系密切。</p><p><img src=\"https://static.tigerbbs.com/3c4d782e86b2e8da0f636dbf6ccff2d9\" /></p><p>另一组耐人寻味的数据是，截止2018年8月31日，北京宝沃产总额为118.16亿元，净资产额为51.49亿元；5个月后的2019年1月31日，宝沃汽车经审计的资产总额为83.94亿元，净资产额为19.38亿元。</p><p>目前，借款的处理方式是，宝沃汽车以预计约40亿固定资产冲抵其应付北汽福田的约40亿元债务，债务重组完成后，宝沃汽车将向北汽福田租赁上述资产继续使用。</p><p>又是神州系以租代买的熟悉味道。</p><p>神州系运营已久的资本产业链为何出现断粮的情况？</p><p>如果瑞幸自曝的内容属实，按照瑞幸此前几份假财报给出的二、三季度共24.5亿元营收、四季度至少21亿元营收的业绩指引，以及以上共虚增22亿元营收，瑞幸这几个季度每季度实际收入在8亿元左右。</p><p>虽然1月上旬开始，瑞幸铁三角之一黎辉控制的大钲资本已经在按部就班地减持瑞幸股票，按照神州系在神州租车上市一年后，股东相继减持、股价大幅滑落的剧本，此时离神州系资金从瑞幸退出的时点并不会太远，但疫情的到来恐怕会让神州系资金链更加紧张，无论是神州租车、神州专车，还是宝沃汽车。</p><p>神州租车、神州专车可能已经自顾不暇。神州租车3月中旬发布的2019年业绩报告显示，母公司拥有人应占利润同比大幅下滑89.4%至3077.6万元；神州优车2019年半年报显示，公司报告期内营业收入同比下滑48.98%至19.19亿元，净亏损6.52亿元，同比大跌550.28%。</p><p>据蓝鲸财经报道，宝沃汽车停产已久。其中1月22日-2月2日为春节放假调休，2月3日-3月18日因疫情停产，共计45天，3月18日后无相关信息公示。</p><p>如今被证实实质为资本运作的瑞幸，表面上看依旧是一家零售企业，一家受疫情严重影响的餐饮企业。众多已披露年报上市公司对今年一季度作出的业绩预告皆是同比下滑，瑞幸也难逃此劫。瑞幸招股书中披露的数据显示，其2019年一季度的总营收为4.79亿元。</p><p>瑞幸挣扎过。2月初，瑞幸全国门店陆续恢复营业，并开始加速“无人零售”布局，其无人零售两大智能终端分别为无人咖啡机和无人售卖机。</p><p>当月中旬大规模复工后，瑞幸调整了商品价格，原有的27元、24元、21元的价格涨为28元、25元、22元，这也是瑞幸首次涨价，但以瑞幸订单多优惠券的价格来看，每单实际只涨了几毛钱。</p><p>此前已降低了发放3.8折及以下优惠频率的瑞幸在复工也不断向用户推送3.8折券包，并从2月24日开启了截止至3月9日的新一轮“充1赠1”优惠活动。同时，瑞幸还上架了酒精消毒液、抗菌洗手液等防疫物资。</p><p>这些动作的共同指向是，需要现金流。或许瑞幸自曝后引发的咖啡挤兑也是一种挣扎，对神州系整个资金链来说，此时的每一杯咖啡都是借尸还魂的生机。</p><p><img src=\"https://static.tigerbbs.com/f5332d668669c3087c2feea3613cac87\" /></p><p>除了1月上旬发行4亿美元可转债和1380万ADS股票，大钲资本等股东陆续减持；瑞幸管理层通过股票质押已兑现49%的股票持有量；2月上旬密集发布公司持股信息；以及其他尚无法证实的先于自曝前的资本操作，现金流的重新补足也会让陆正耀元气满满。</p><p>瑞幸爆出财务造假的骗局之后，去看“瑞幸咖啡停牌”热搜下的相关<a href=\"https://laohu8.com/S/WB\">微博</a>，那些“瑞幸给我好好活着”、“小蓝杯撑住”、“瑞幸挺住”的评论，似乎在证明，一个资本骗局为何可以存活如此之久。</p><p>而在昨天，武汉解禁首日，瑞幸咖啡公众号推送了一款上线于4月1日的新品的宣传文，新品名字为——“樱花”莓莓酸奶。</p>","source":"ZMB","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>瑞幸为何自曝？ 答案指向了明暗两条线</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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瑞幸为何自曝？ 答案指向了明暗两条线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-09 18:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.com.cn/csj/2020-04-09/doc-iirczymi5363670.shtml><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/谭宵寒上周四美股开盘前，瑞幸咖啡自曝财务造假。在此前三天的3月30日，5月15日到期、成交价为15美元的瑞幸看跌期权发生了大额成交，至今仍有2.15万手未平仓。而其他到期日、行权价的看跌期权并无类似异动。“5月15日到期成交大量put.意味着什么？” 3月31日凌晨，有用户在某股评社区提出了这个问题。答案暂且不论，先看看瑞幸事件最新进展。据新浪科技援引国外媒体报道，周一美股开盘后，高盛称借款人...</p>\n\n<a href=\"http://tech.sina.com.cn/csj/2020-04-09/doc-iirczymi5363670.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/08d2b0e30458892963d505c773a1ac2a","relate_stocks":{},"source_url":"http://tech.sina.com.cn/csj/2020-04-09/doc-iirczymi5363670.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183977106","content_text":"文/谭宵寒上周四美股开盘前，瑞幸咖啡自曝财务造假。在此前三天的3月30日，5月15日到期、成交价为15美元的瑞幸看跌期权发生了大额成交，至今仍有2.15万手未平仓。而其他到期日、行权价的看跌期权并无类似异动。“5月15日到期成交大量put.意味着什么？” 3月31日凌晨，有用户在某股评社区提出了这个问题。答案暂且不论，先看看瑞幸事件最新进展。据新浪科技援引国外媒体报道，周一美股开盘后，高盛称借款人瑞幸股东Haode Investment公司发生违约，根据5.18亿美元的保证金贷款安排，将对抵押品瑞幸咖啡76,350,094股ADS股采取强制执行程序。该股东的实际控制者正是由瑞幸咖啡董事长陆正耀的家族信托。瑞幸咖啡董事长的另一家关联企业神州租车在当日走出了不同的节奏，先是发出了彻底划清界限的公告，称公司无持有瑞幸咖啡的任何股份且并无参与其任何商业交易，陆正耀也已于2016年4月辞任CEO并改任非执行董事，随后股价上涨34.18%。当晚，瑞幸咖啡停牌。英国《金融时报》9日报道称，陆正耀正在考虑辞去神州租车董事长一职。瑞幸虚增22亿营收无疑是场骗局，这场骗局目前为止迷雾重重，除了COO刘剑是否是替人背锅，大众关心的另一个问题是：瑞幸到底因何自曝？难道是嫌公司死得不够快吗？神州系的资金链是个闭环。最明显的标志，是瑞幸开启正式融资前的无息贷款来自神州系。2017年，瑞幸获得了前神州优车副总经理钱治亚和神州优车股东陈敏提供的6000万元的个人借款，来自Haode Investment Inc.和Primus Investments Fund 的共9470万元无息贷款。2018年，Haode Investment Inc.又向瑞幸咖啡提供了1.476亿无息贷款。Haode Investment Inc.正是高盛报告中违约的借款人，这些无息贷款均来自陆正耀控制的机构。关于Haode Investment Inc.的前情提要是，2016年4月，神州优车提交新三板挂牌申请时，Haode Investment Inc.也是其股东之一。2018年，瑞幸还以购买咖啡机的名义向光大融资租赁公司获得3.5亿元的融资额，抵押物为陆正耀当时持有的3530万股神州优车股票；同年6月，瑞幸从西藏信托获得一笔3亿元的抵押贷款，抵押物为当时瑞幸咖啡VIE架构下外商独资公司48%的股权。神州系资金链闭环的另一个表现，是瑞幸A轮和B轮的投资方极为重合，都和与神州租车获利的、与陆正耀关系密切的铁三角刘二海、黎辉相关，且在基本面未发生变化的情况下，估值短时间内快速膨胀。这条有出口、无进项的资本闭环或许是这样的：从以往的利润中抽回本金和足够利润，将额外的利润输送给下一条IPO速成生产线。瑞幸为何自曝，从目前的公开报道、资料和资金流向来看，答案指向了明暗两条线。明线是浑水1月底发出的做空报告和未披露的年报，据澎湃新闻援引安永的回应，安永在审计瑞幸2019年年度财报时发现，瑞幸员工通过虚假交易虚增了公司相关期间的收入、成本及费用，并就此发现向瑞幸咖啡审计委员会作出了汇报，瑞幸咖啡董事会因此决定成立特别委员会负责相关内部调查。暗线，埋藏在瑞幸乃至背后的神州系现金流之中。一个可以透视神州系资金紧张的事件是，瑞幸自曝当天，神州优车发布公告，公司控股子公司宝沃汽车拟就应付款项进行债务重组，一笔借款无法按期归还。债务要从神州优车收购宝沃说起。2018年12月，长盛兴业以39.73亿元收购福田汽车持有的67%股权宝沃汽车的受让方，神州优车提供不超过24亿元借款。次年3月，神州优车拟现金收购长盛兴业持有的宝沃汽车67%的股权，股权转让价格为41.0911亿元。但从4月2日，神州优车发出的长盛兴业尚有14.81亿剩余价款未结清的公告来看，神州系实际支付了26.2811亿元，根据上述公告，2020年2月29日，宝沃汽车应付福田汽车46.7亿元的借款本金来看，神州系从这笔交易中获得的，不仅仅是将1.3611亿元现金从神州优车输向王百因实控的长盛兴业，后者后来被浑水证实为与陆正耀关系密切。另一组耐人寻味的数据是，截止2018年8月31日，北京宝沃产总额为118.16亿元，净资产额为51.49亿元；5个月后的2019年1月31日，宝沃汽车经审计的资产总额为83.94亿元，净资产额为19.38亿元。目前，借款的处理方式是，宝沃汽车以预计约40亿固定资产冲抵其应付北汽福田的约40亿元债务，债务重组完成后，宝沃汽车将向北汽福田租赁上述资产继续使用。又是神州系以租代买的熟悉味道。神州系运营已久的资本产业链为何出现断粮的情况？如果瑞幸自曝的内容属实，按照瑞幸此前几份假财报给出的二、三季度共24.5亿元营收、四季度至少21亿元营收的业绩指引，以及以上共虚增22亿元营收，瑞幸这几个季度每季度实际收入在8亿元左右。虽然1月上旬开始，瑞幸铁三角之一黎辉控制的大钲资本已经在按部就班地减持瑞幸股票，按照神州系在神州租车上市一年后，股东相继减持、股价大幅滑落的剧本，此时离神州系资金从瑞幸退出的时点并不会太远，但疫情的到来恐怕会让神州系资金链更加紧张，无论是神州租车、神州专车，还是宝沃汽车。神州租车、神州专车可能已经自顾不暇。神州租车3月中旬发布的2019年业绩报告显示，母公司拥有人应占利润同比大幅下滑89.4%至3077.6万元；神州优车2019年半年报显示，公司报告期内营业收入同比下滑48.98%至19.19亿元，净亏损6.52亿元，同比大跌550.28%。据蓝鲸财经报道，宝沃汽车停产已久。其中1月22日-2月2日为春节放假调休，2月3日-3月18日因疫情停产，共计45天，3月18日后无相关信息公示。如今被证实实质为资本运作的瑞幸，表面上看依旧是一家零售企业，一家受疫情严重影响的餐饮企业。众多已披露年报上市公司对今年一季度作出的业绩预告皆是同比下滑，瑞幸也难逃此劫。瑞幸招股书中披露的数据显示，其2019年一季度的总营收为4.79亿元。瑞幸挣扎过。2月初，瑞幸全国门店陆续恢复营业，并开始加速“无人零售”布局，其无人零售两大智能终端分别为无人咖啡机和无人售卖机。当月中旬大规模复工后，瑞幸调整了商品价格，原有的27元、24元、21元的价格涨为28元、25元、22元，这也是瑞幸首次涨价，但以瑞幸订单多优惠券的价格来看，每单实际只涨了几毛钱。此前已降低了发放3.8折及以下优惠频率的瑞幸在复工也不断向用户推送3.8折券包，并从2月24日开启了截止至3月9日的新一轮“充1赠1”优惠活动。同时，瑞幸还上架了酒精消毒液、抗菌洗手液等防疫物资。这些动作的共同指向是，需要现金流。或许瑞幸自曝后引发的咖啡挤兑也是一种挣扎，对神州系整个资金链来说，此时的每一杯咖啡都是借尸还魂的生机。除了1月上旬发行4亿美元可转债和1380万ADS股票，大钲资本等股东陆续减持；瑞幸管理层通过股票质押已兑现49%的股票持有量；2月上旬密集发布公司持股信息；以及其他尚无法证实的先于自曝前的资本操作，现金流的重新补足也会让陆正耀元气满满。瑞幸爆出财务造假的骗局之后，去看“瑞幸咖啡停牌”热搜下的相关微博，那些“瑞幸给我好好活着”、“小蓝杯撑住”、“瑞幸挺住”的评论，似乎在证明，一个资本骗局为何可以存活如此之久。而在昨天，武汉解禁首日，瑞幸咖啡公众号推送了一款上线于4月1日的新品的宣传文，新品名字为——“樱花”莓莓酸奶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923487501,"gmtCreate":1585910241903,"gmtModify":1704359668818,"author":{"id":"271295129036525","authorId":"271295129036525","name":"kony","avatar":"https://static.tigerbbs.com/9224f09a7dd3015f8d29d102273ddf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"271295129036525","authorIdStr":"271295129036525"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>最凶险的时候已经过去了真的","text":"$瑞幸咖啡(LK)$最凶险的时候已经过去了真的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923487501","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923578012,"gmtCreate":1585897703836,"gmtModify":1704359594462,"author":{"id":"271295129036525","authorId":"271295129036525","name":"kony","avatar":"https://static.tigerbbs.com/9224f09a7dd3015f8d29d102273ddf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"271295129036525","authorIdStr":"271295129036525"},"themes":[],"htmlText":"拯救lk行动","listText":"拯救lk行动","text":"拯救lk行动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923578012","repostId":"2024974144","repostType":2,"repost":{"id":"2024974144","kind":"news","pubTimestamp":1585896689,"share":"https://www.laohu8.com/m/news/2024974144?lang=&edition=full","pubTime":"2020-04-03 14:51","market":"us","language":"zh","title":"探访瑞幸门店：大爷拎菜排队 外卖小哥变专送员(图)","url":"https://stock-news.laohu8.com/highlight/detail?id=2024974144","media":"新浪科技综合","summary":"原标题 探访瑞幸门店：外送爆单，大爷拎菜排队买咖啡，饿了么小哥临时转岗瑞幸专送员（图）　　来源 BiaNews　　作者 福尔摩嫡　　“跑了3家瑞幸咖啡门店，却一杯咖啡都没有拿到。”　　4月3日，继两个","content":"<html><body><img src=\"http://image.sinajs.cn/newchart/png/min/us/lk.png?market=us&amp;symbol=lk&amp;t=1585896910\"/><p>　　原标题 探访瑞幸门店：外送爆单，大爷拎菜排队买咖啡，饿了么小哥临时转岗瑞幸专送员（图）</p><p>　　来源 BiaNews</p><p>　　作者 福尔摩嫡</p><p>　　“跑了3家<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>门店，却一杯咖啡都没有拿到。”</p><p>　　4月3日，继两个月前否认浑水提及的“数据造假”指责之后，瑞幸咖啡于4月2日晚主动“自爆”，公司2019年二季度至四季度期间，伪造了22亿元人民币的交易额。消息一出业内震惊，舆论热度持续涨高，瑞幸咖啡股价“跳水”“暴跌”成关注焦点。</p><p>　　瑞幸股价触发多次熔断，一度暴跌逾80%。收盘时瑞幸咖啡重挫75.57%报6.40美元，市值为16亿美元，合计蒸发350亿美元。</p><p>　　今天上午，鞭牛士走访了3家瑞幸咖啡门店，可以说是“门庭若市”。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/669/w630h839/20200403/be05-irtymmv7147740.jpg/w2048fin.jpg\"/><span>消费者排队等取餐</span></div><p>　　有意思的是，我们在其中一家门店内遇到一位正在等取咖啡的老年人，他称自己从不喝咖啡，刚买菜回来听别人说今天便宜，就来买两杯带回去。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/670/w630h840/20200403/f4b2-irtymmv7148695.jpg/w2048fin.jpg\"/></div><p>　　第一家是位于朝阳区小营路亚运村花园b座的小营西路店（No.1041），该门店营业时间为7:30到17:00。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/302/w630h472/20200403/4514-irtymmv7150067.jpg/w2048fin.jpg\"/></div><p>　　11:05到达该门店下单，鞭牛士的单号是089，而门店出单仅到039，压单48单。这仅仅是自提单量。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/670/w630h840/20200403/8daa-irtymmv7150913.jpg/w2048fin.jpg\"/></div><p>　　粗略估计，截止上午11:30，该门店总订单量达到450多单，其中自提订单和外卖单各200多单。总压单量超过100单。</p><p>　　据悉，该门店日常有3名专职配送员，由于今早突然爆单导致人力缺乏，有3名饿了么兼职外送员转为瑞幸专职配送。可以看到被脱下的饿了么衣服被塞在车筐里，配送箱还没来得及撤下。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/302/w630h472/20200403/eb8a-irtymmv7151519.jpg/w2048fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/tech/transform/669/w630h839/20200403/c8f5-irtymmv7151922.jpg/w2048fin.jpg\"/></div><p>　　配送员表示对于爆单原因并不清楚，简单了解原委后，他有些担忧的说：“我们都是月底结工资的，上个月的工资还没给，要是真出了事两个月的工资都拿不到了。”其他配送员则表现出乐观态度，称“这么大公司，刚上市不能倒吧。”</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/670/w630h840/20200403/c74f-irtymmv7152338.jpg/w2048fin.jpg\"/></div><p>　　在等待取餐的40分钟里，该门店共产生5次有效配送，单次订单在3-4单左右，最多一次带走了6单，除了轻食，每单咖啡在3杯左右。由于瑞幸门店数量密集，这家店配送的仅是附近5公里范围内下单用户。</p><p>　　该门店店员透露，门店订单系统一次最多只能出16张订单，由于今天特殊情况，他无法看到我的订单。但他提醒，可以在下单时看到等待时间，目前最少要等1小时以上。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/302/w630h472/20200403/0a5e-irtymmv7152795.jpg/w2048fin.jpg\"/></div><p>　　为了避免过长时间等待，我们希望下单几份轻食。但瑞幸咖啡App显示，附近5家门店健康轻食全部售空，部分门店新品春樱大福限量供应。店员称，日常轻食会在凌晨配送到店，但今天一直没到店。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/339/w630h1309/20200403/f53c-irtymmv7153283.jpg/w2048fin.jpg\"/></div><p>　　1个小时内，两名店员从仓库补货3次，包括咖啡杯、果酱、糖浆等，以至于店长直接将整箱近50大盒纯牛奶拉到了吧台前，以便取用。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/670/w630h840/20200403/dfe6-irtymmv7153691.jpg/w2048fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/tech/transform/669/w630h839/20200403/31ab-irtymmv7154155.jpg/w2048fin.jpg\"/><span>配送员亲自打包</span></div><p>　　截止12点，我们始终没有看到自己的订单，经与店员协商，先取了成品轻食离开，订单随后由其操作确认。</p><p>　　随后鞭牛士来到位于朝阳区北苑路168号的中安盛业大厦店（No.0763），该门营业时间为8:00-17:00。与上一家临街的单独店面不同，该门店形态是一处写字楼大厅内的自提吧台。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/669/w630h839/20200403/1e0e-irtymmv7155586.jpg/w2048fin.jpg\"/></div><p>　　虽然看似冷清，但据配送员透露，该店要比小营西路店出单量更大，多数自提是楼上公司员工，“直接下来拿了就走。”外送也不少，“一个人一次要送7、8单，店员顾不上，还得我们自己打包。”</p><p>　　在向店员表明要下7、8杯咖啡的意愿后，我们得到的回应是：“那你得等1、2个小时，下午2点兴许能喝上。”摆在吧台上的配送单已经到79号。在添加了3个新品大福后，App显示购买数量已达上限。很难不让人怀疑，瑞幸在有意清理门店库存。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/339/w630h1309/20200403/a08e-irtymmv7156095.jpg/w2048fin.jpg\"/></div><p>　　事实上，不仅该门店，几乎附近所有门店都处于爆单状态，该店店员告诉笔者并询问：“不止你想用这些券，大家都想用这些券。你们是又听到什么风声了？”</p><p>　　与上家门店操作如出一辙，店员先出餐随后再确认订单。订单确认后，笔者收到了一张5.5折的小鹿茶券和一张5折的轻食券。问题是何时能用上？恐怕连门店店长都无法给出准确时间。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/339/w630h1309/20200403/91e9-irtymmv7156495.jpg/w2048fin.jpg\"/></div><p>　　与此同时，位于朝阳区东四环中路的瑞幸金长安门店店员，也处于紧张忙碌状态，吧台上摆满了待取饮品。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/302/w630h472/20200403/eaa7-irtymmv7156834.jpg/w2048fin.jpg\"/></div><p>　　今天上午，瑞幸咖啡董事长陆正耀及CMO杨飞先后在朋友圈转发同一张截图，并称要元气满满。杨飞同时表示，资本的事情自己不是很清楚，感谢关心，表示会进行反思。</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/361/w630h531/20200403/f9ec-irtymmv7157138.jpg/w2048fin.jpg\"/></div><p>　　由于突然的爆单，瑞幸咖啡小程序和App已经全部宕机，截至目前仍未恢复。与今日份宣传语形成鲜明对比，不禁令人唏嘘：说好的元气满满呢？</p><div><img src=\"http://k.sinaimg.cn/n/tech/transform/395/w630h1365/20200403/57b6-irtymmv7157506.jpg/w2048fin.jpg\"/></div></body></html>","source":"sina_symbol","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>探访瑞幸门店：大爷拎菜排队 外卖小哥变专送员(图)</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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探访瑞幸门店：大爷拎菜排队 外卖小哥变专送员(图)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-03 14:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/i/2020-04-03/doc-iimxyqwa4921248.shtml><strong>新浪科技综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题 探访瑞幸门店：外送爆单，大爷拎菜排队买咖啡，饿了么小哥临时转岗瑞幸专送员（图）　　来源 BiaNews　　作者 福尔摩嫡　　“跑了3家瑞幸咖啡门店，却一杯咖啡都没有拿到。”　　4月3日，继两个月前否认浑水提及的“数据造假”指责之后，瑞幸咖啡于4月2日晚主动“自爆”，公司2019年二季度至四季度期间，伪造了22亿元人民币的交易额。消息一出业内震惊，舆论热度持续涨高，瑞幸咖啡股价“跳水”“暴跌...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/i/2020-04-03/doc-iimxyqwa4921248.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/65c6455ef80d23573ed85d61bbc37d01","relate_stocks":{"CVNA":"Carvana Co."},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://tech.sina.com.cn/i/2020-04-03/doc-iimxyqwa4921248.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2024974144","content_text":"原标题 探访瑞幸门店：外送爆单，大爷拎菜排队买咖啡，饿了么小哥临时转岗瑞幸专送员（图）　　来源 BiaNews　　作者 福尔摩嫡　　“跑了3家瑞幸咖啡门店，却一杯咖啡都没有拿到。”　　4月3日，继两个月前否认浑水提及的“数据造假”指责之后，瑞幸咖啡于4月2日晚主动“自爆”，公司2019年二季度至四季度期间，伪造了22亿元人民币的交易额。消息一出业内震惊，舆论热度持续涨高，瑞幸咖啡股价“跳水”“暴跌”成关注焦点。　　瑞幸股价触发多次熔断，一度暴跌逾80%。收盘时瑞幸咖啡重挫75.57%报6.40美元，市值为16亿美元，合计蒸发350亿美元。　　今天上午，鞭牛士走访了3家瑞幸咖啡门店，可以说是“门庭若市”。消费者排队等取餐　　有意思的是，我们在其中一家门店内遇到一位正在等取咖啡的老年人，他称自己从不喝咖啡，刚买菜回来听别人说今天便宜，就来买两杯带回去。　　第一家是位于朝阳区小营路亚运村花园b座的小营西路店（No.1041），该门店营业时间为7:30到17:00。　　11:05到达该门店下单，鞭牛士的单号是089，而门店出单仅到039，压单48单。这仅仅是自提单量。　　粗略估计，截止上午11:30，该门店总订单量达到450多单，其中自提订单和外卖单各200多单。总压单量超过100单。　　据悉，该门店日常有3名专职配送员，由于今早突然爆单导致人力缺乏，有3名饿了么兼职外送员转为瑞幸专职配送。可以看到被脱下的饿了么衣服被塞在车筐里，配送箱还没来得及撤下。　　配送员表示对于爆单原因并不清楚，简单了解原委后，他有些担忧的说：“我们都是月底结工资的，上个月的工资还没给，要是真出了事两个月的工资都拿不到了。”其他配送员则表现出乐观态度，称“这么大公司，刚上市不能倒吧。”　　在等待取餐的40分钟里，该门店共产生5次有效配送，单次订单在3-4单左右，最多一次带走了6单，除了轻食，每单咖啡在3杯左右。由于瑞幸门店数量密集，这家店配送的仅是附近5公里范围内下单用户。　　该门店店员透露，门店订单系统一次最多只能出16张订单，由于今天特殊情况，他无法看到我的订单。但他提醒，可以在下单时看到等待时间，目前最少要等1小时以上。　　为了避免过长时间等待，我们希望下单几份轻食。但瑞幸咖啡App显示，附近5家门店健康轻食全部售空，部分门店新品春樱大福限量供应。店员称，日常轻食会在凌晨配送到店，但今天一直没到店。　　1个小时内，两名店员从仓库补货3次，包括咖啡杯、果酱、糖浆等，以至于店长直接将整箱近50大盒纯牛奶拉到了吧台前，以便取用。配送员亲自打包　　截止12点，我们始终没有看到自己的订单，经与店员协商，先取了成品轻食离开，订单随后由其操作确认。　　随后鞭牛士来到位于朝阳区北苑路168号的中安盛业大厦店（No.0763），该门营业时间为8:00-17:00。与上一家临街的单独店面不同，该门店形态是一处写字楼大厅内的自提吧台。　　虽然看似冷清，但据配送员透露，该店要比小营西路店出单量更大，多数自提是楼上公司员工，“直接下来拿了就走。”外送也不少，“一个人一次要送7、8单，店员顾不上，还得我们自己打包。”　　在向店员表明要下7、8杯咖啡的意愿后，我们得到的回应是：“那你得等1、2个小时，下午2点兴许能喝上。”摆在吧台上的配送单已经到79号。在添加了3个新品大福后，App显示购买数量已达上限。很难不让人怀疑，瑞幸在有意清理门店库存。　　事实上，不仅该门店，几乎附近所有门店都处于爆单状态，该店店员告诉笔者并询问：“不止你想用这些券，大家都想用这些券。你们是又听到什么风声了？”　　与上家门店操作如出一辙，店员先出餐随后再确认订单。订单确认后，笔者收到了一张5.5折的小鹿茶券和一张5折的轻食券。问题是何时能用上？恐怕连门店店长都无法给出准确时间。　　与此同时，位于朝阳区东四环中路的瑞幸金长安门店店员，也处于紧张忙碌状态，吧台上摆满了待取饮品。　　今天上午，瑞幸咖啡董事长陆正耀及CMO杨飞先后在朋友圈转发同一张截图，并称要元气满满。杨飞同时表示，资本的事情自己不是很清楚，感谢关心，表示会进行反思。　　由于突然的爆单，瑞幸咖啡小程序和App已经全部宕机，截至目前仍未恢复。与今日份宣传语形成鲜明对比，不禁令人唏嘘：说好的元气满满呢？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923554497,"gmtCreate":1585892709719,"gmtModify":1704359573203,"author":{"id":"271295129036525","authorId":"271295129036525","name":"kony","avatar":"https://static.tigerbbs.com/9224f09a7dd3015f8d29d102273ddf90","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"271295129036525","authorIdStr":"271295129036525"},"themes":[],"htmlText":"<a 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