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DONGHSY
2022-07-20
用真心做点好事
罗敏：折腾不为市值，想做利他的事
DONGHSY
2021-07-31
怎么没找到标题那句话
抱歉，原内容已删除
DONGHSY
2021-03-06
这篇文章不错，转发给大家看
抱歉，原内容已删除
DONGHSY
2021-02-27
$Histogenics Corporation(OCGN)$
相信你
DONGHSY
2021-01-27
$Histogenics Corporation(OCGN)$
欧盘什么情况？
DONGHSY
2021-01-10
$蔚来(NIO)$
硬件真牛X，自动驾驶，算力都很厉害！
DONGHSY
2021-01-01
$蔚来(NIO)$
新年快乐！未来在前行
DONGHSY
2020-11-14
$蔚来(NIO)$
我信
DONGHSY
2020-02-18
广汽蔚来？
工信部公布新能源车推广应用推荐车型目录 蔚来入选
去老虎APP查看更多动态
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12:27","market":"hk","language":"zh","title":"罗敏：折腾不为市值，想做利他的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2252073752","media":"创事记","summary":"罗敏将趣店预制菜的价值提炼为“为一千万人每天节约一个小时”，并称自己已将全部精力投入预制菜业务。只用一天，全行业都看到了罗敏和他的预制菜。因为是罗敏，舆论很快有了争议声，这是意料之中的。发布会上，罗敏强调趣店做预制菜不是追风口，公司在这块业务上“默默做了9个月”、“在全国建了15个大仓”，趣店投入的时间早于预制菜成为风口的时间。","content":"<html><body><p>\n<figure>\n<img h=\"367\" src=\"http://n.sinaimg.cn/finance/crawl/117/w550h367/20220720/1710-199001fa73dbadbabf8104fcc13d6d96.jpg\" w=\"550\"/>\n<h2></h2>\n</figure>\n</p><p><span>欢迎关注“新浪科技”的微信订阅号：techsina </span></p>\n<p>文/肖卓</p>\n<p>来源/真探AlphaSeeker（ID:deep_insights）</p>\n<p>线上下单，送货到家，打开包装，取出洗切配好的食材和调料配料，按照简单的烹饪SOP，厨房小白也能快速做出口味媲美餐馆的“农家小炒肉”、“酸菜鱼”、“剁椒鱼头”。</p>\n<p>这是<a href=\"https://laohu8.com/S/QD\">趣店</a>CEO罗敏通过新的创业项目描绘的图景。罗敏将趣店预制菜的价值提炼为<font>“为一千万人每天节约一个小时”，</font>并称自己已将全部精力投入预制菜业务。</p>\n<p>只用一天，全行业都看到了罗敏和他的预制菜。7月17日，罗敏在<a href=\"https://laohu8.com/S/DYIN\">抖音</a>进行了长达19个小时的直播，“1分钱吃酸菜鱼”活动、“送iPhone”福利和各种流量推广手段并用，高举高打，一如他过去的风格。</p>\n<p>因为是罗敏，舆论很快有了争议声，这是意料之中的。</p>\n<p>发布会上，罗敏强调趣店做预制菜不是追风口，公司在这块业务上“默默做了9个月”、“在全国建了15个大仓”，趣店投入的时间早于预制菜成为风口的时间。</p>\n<p>入局预制菜之前，趣店还做过汽车新零售业务“大白汽车”、跨境奢侈品电商平台“万里目”、教育项目“万里目少儿”，但都宣告失败。这次的预制菜业务被赋予了某种分水岭意义，罗敏称，“趣店不认为自己今天是家互联网公司，我们现在是家食品公司。”</p>\n<p>“以前我们做项目，项目从开始到结尾就是看转化，互联网项目一发现不对就关掉。但是这件事情我们已经做了9个多月，现在才拿出来跟大家讲。这就是我们的初心，想真正做一个好的食品品牌。”</p>\n<p>关于趣店，关于罗敏，外界想问的有很多——高举高打能管用多久？跨界做预制菜的底气是什么？经受争议和项目失败后，罗敏心态有无变化？</p>\n<p>罗敏知道外界想问什么，这次的发布会，很大程度上是一场“交流会”。</p>\n<p><strong>以下QA来自发布会现场的问答交流，以及发布会后的群访交流：</strong></p>\n<p>Q：昨天趣店直播的效果很好，但如果以后补贴没有那么大，会不会有问题？</p>\n<p>A：第一，大家去看我们的订单，会发现19块9、29块9（即非补贴价格）的订单其实是非常多的。第二，昨天不是第一次直播，我们在6月15号和30号做了两场，用户数非常高。19块9贵不贵？大家1分钱吃酸菜鱼吃得好，19块9包邮你会不会买？</p>\n<p>举个例子，<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>一开始免费喝，现在没有少于15块，为什么大家依然在喝，因为对面的<a href=\"https://laohu8.com/S/SBUX\">星巴克</a>更贵。<font>你的品质好，你有价值，用户在别的地方买不到，用户就会来买。</font>这个事情需要数据的验证，以后会有复购的数据。</p>\n<p>Q：您准备预制菜项目亏多长时间，计划多长时间能够盈利？</p>\n<p>A：董事会给了我授权。大家会看到<font>我把自己和趣店预制菜已经完全绑定在一起，</font>我没有用官方直播间，我用的是我个人的，因为我很热爱预制菜，这个事情是利他的，也能帮助到我们。</p>\n<p>我们穿的裤子、衣服几百块，吃跟大家一样的菜，我想把有意义的事情做出来，所以大家不用担心我们会亏多少钱。</p>\n<p>Q：现在做To C预制菜的公司已经不少了，能否理解为行业后端供应链已经比较成熟，前端没有品牌，需要解决的更多是资源整合优化的问题？一些有餐饮品牌或供应链背景的企业正在做这块，他们有产业资源，趣店是跨界公司，您怎么看这种情况？</p>\n<p>A：不仅在前端没有一个品牌，后端也没有人做这样一个事情，你是要去做一个新的事情。</p>\n<p>大部分人之前没有买过预制菜，前端没有什么品牌。中后端差得更远，这个领域到目前为止还没有一家公司能够卖农家小炒肉这样的产品。如果说我在厦门找到一个合作伙伴，他已经研发出来了，把这个授权给我，我们一起合作就行，但后面发现国内完全没有。</p>\n<div sax-type=\"proxy\"></div><p>反而是因为这样，我们认为做得“重”了，未来才能变成一个很独特的事情。</p>\n<p>Q：公司现在在供应链侧投入了多少成本？</p>\n<p>A：供应链我们已经投入几个亿了。</p>\n<p>Q：能不能介绍一下工厂的情况，工厂的产能大概是什么水平，未来会不会还有扩厂的计划？</p>\n<p>A：我们现在15个工厂，加起来大概有5、6万平方米，一天的产能是能做到将近200万份菜。也就是冷库和冷藏这些面积加起来，一平米能做30份。目前我们在厦门、杭州、北京、东莞都有工厂，具备可扩的空间，去租赁就好。</p>\n<p>我们现在还在几个省份建设大仓，之前因为疫情，我们在上海没有建大仓，是从杭州发货的，所以上海我们要建。之前东北的哈尔滨，长春也是因为有疫情，没有建，现在也要建，陕西也是。</p>\n<p>建仓这个事情没有三个月以上是根本建不完的，我们还会跟当地去合作，所以未来在全国应该会有30个左右的大仓，这样只要是非边缘的县城就都能覆盖得到。</p>\n<p>Q：能否简单拆解一下成本问题，比如说酸菜鱼的成本是怎么样的？</p>\n<p>A：这个菜卖19块9，我们还能赚钱，在门店还能赚钱。但如果是顺丰履约，一单就要十几块钱的成本，我讲的是说酸菜鱼如果放在门店，没有履约成本的话，我觉得还是可以赚几块钱。</p>\n<p>Q：看到有文章写趣店的打法很“凶悍”，舆论声量很大，包括资本市场盘前也有一波暴涨，大家会觉得趣店预制菜的打法很“罗敏”，但听刚才的分享，感觉这次创业跟以前还是有些不一样的？</p>\n<p>A：（大涨）说明大家在用钱投票。我觉得我成长了，以前的心态不好。我的心态是从做万里目少儿之后变好的，因为跟很多孩子接触，慢慢觉得自己想做一个利他的事，一件没有人做过的事。比如现在美团外卖做的很好，我再做个趣店外卖没有意义。</p>\n<p>可以看我们店铺的口碑分。同等规模的，在抖音带货超过100万单，口碑分还是5分的，基本没有。我特别在乎我们在用户心中的口碑，而且我们做的是生鲜，生鲜非常容易有负面，容易坏掉或者漏包。</p>\n<p>大家可以去看我们的中差评，比例非常低的，中差评里大部分是中评，有少部分的差评，很多是因为物流的问题，或者其他不可控的问题，或者是漏包。你想那么多汤包，100万包下来漏个几包还是挺正常的，你不可能每个都不磕不碰。</p>\n<p>所以生鲜是很难有高分的，但我们有5分，这就是我为什么敢于这么去做。年龄也这么大了，我也不出道去做一个艺人，为什么要从幕后走到台前？就是因为比较相信这件事情。</p>\n<p>Q：以前你可能是一个比较膨胀的状态，或者说很多事情你不理解，但现在发现今天你的心态不一样，是一个自信放松的状态。什么样的事情让你这几年变化会这么大？</p>\n<p>A：年轻人都会犯一些错误，年少成名是有烦恼的。你说膨胀没错，就是膨胀，觉得自己挺牛的。</p>\n<p>那个时候我的能力、认知、实力完全hold不住100亿美金的公司，所以后面做什么都不成。</p>\n<p>以前我没有耐心，这些都不是我自己去操盘的，我跟我们的副总说给你一个亿，你去做一下，亏了3000万，赶紧就停了。但是你想想，他们又不是独立创业，又没有股份，怎么可能能把项目做成，所以那个逻辑是不对的。</p>\n<p>然后看到股价下来，想说我们公司也赚钱，为什么股价一直跌呢？状态还是不好。</p>\n<p>去年的五六月份，我说要不要退休算了，团队留个几十人做投资，我们变成一家投资公司，大家也挺轻松的。但想了很久，我说这不是我想要的，我39岁以后到底要什么？我是愿意天天躺着看大海、晒太阳的人吗？我觉得不是，我就是喜欢折腾。</p>\n<p>我之前折腾的目的是为了市值，但现在我不是为了这个。为了市值去做事情，反而市值上不去，但如果能把一件事情做好，别人就会相信。</p>\n<p>我可能就是2017年王慧文（美团联合创始人）讲的，在愚昧之巅，那个时候真的在愚昧之巅，后来慢慢下来了。我特别幸运的是，当我理解这些东西之后，公司账上还有一些现金能支撑我去折腾。</p>\n<div>\n<img 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class=\"title\">\n罗敏：折腾不为市值，想做利他的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-20 12:27 北京时间 <a href=http://tech.sina.cn/csj/2022-07-20/doc-imizmscv2731684.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“新浪科技”的微信订阅号：techsina \n文/肖卓\n来源/真探AlphaSeeker（ID:deep_insights）\n线上下单，送货到家，打开包装，取出洗切配好的食材和调料配料，按照简单的烹饪SOP，厨房小白也能快速做出口味媲美餐馆的“农家小炒肉”、“酸菜鱼”、“剁椒鱼头”。\n这是趣店CEO罗敏通过新的创业项目描绘的图景。罗敏将趣店预制菜的价值提炼为“为一千万人每天节约一个小时”，...</p>\n\n<a href=\"http://tech.sina.cn/csj/2022-07-20/doc-imizmscv2731684.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/140/w630h310/20220720/724a-0400aaa1a77bb99fdb2aaa62046cc605.jpg/w120h90l50t178e.jpg","relate_stocks":{"BK4166":"消费信贷","BK4503":"景林资产持仓","BK4563":"昨日强势股","QD":"趣店"},"source_url":"http://tech.sina.cn/csj/2022-07-20/doc-imizmscv2731684.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2252073752","content_text":"欢迎关注“新浪科技”的微信订阅号：techsina \n文/肖卓\n来源/真探AlphaSeeker（ID:deep_insights）\n线上下单，送货到家，打开包装，取出洗切配好的食材和调料配料，按照简单的烹饪SOP，厨房小白也能快速做出口味媲美餐馆的“农家小炒肉”、“酸菜鱼”、“剁椒鱼头”。\n这是趣店CEO罗敏通过新的创业项目描绘的图景。罗敏将趣店预制菜的价值提炼为“为一千万人每天节约一个小时”，并称自己已将全部精力投入预制菜业务。\n只用一天，全行业都看到了罗敏和他的预制菜。7月17日，罗敏在抖音进行了长达19个小时的直播，“1分钱吃酸菜鱼”活动、“送iPhone”福利和各种流量推广手段并用，高举高打，一如他过去的风格。\n因为是罗敏，舆论很快有了争议声，这是意料之中的。\n发布会上，罗敏强调趣店做预制菜不是追风口，公司在这块业务上“默默做了9个月”、“在全国建了15个大仓”，趣店投入的时间早于预制菜成为风口的时间。\n入局预制菜之前，趣店还做过汽车新零售业务“大白汽车”、跨境奢侈品电商平台“万里目”、教育项目“万里目少儿”，但都宣告失败。这次的预制菜业务被赋予了某种分水岭意义，罗敏称，“趣店不认为自己今天是家互联网公司，我们现在是家食品公司。”\n“以前我们做项目，项目从开始到结尾就是看转化，互联网项目一发现不对就关掉。但是这件事情我们已经做了9个多月，现在才拿出来跟大家讲。这就是我们的初心，想真正做一个好的食品品牌。”\n关于趣店，关于罗敏，外界想问的有很多——高举高打能管用多久？跨界做预制菜的底气是什么？经受争议和项目失败后，罗敏心态有无变化？\n罗敏知道外界想问什么，这次的发布会，很大程度上是一场“交流会”。\n以下QA来自发布会现场的问答交流，以及发布会后的群访交流：\nQ：昨天趣店直播的效果很好，但如果以后补贴没有那么大，会不会有问题？\nA：第一，大家去看我们的订单，会发现19块9、29块9（即非补贴价格）的订单其实是非常多的。第二，昨天不是第一次直播，我们在6月15号和30号做了两场，用户数非常高。19块9贵不贵？大家1分钱吃酸菜鱼吃得好，19块9包邮你会不会买？\n举个例子，瑞幸咖啡一开始免费喝，现在没有少于15块，为什么大家依然在喝，因为对面的星巴克更贵。你的品质好，你有价值，用户在别的地方买不到，用户就会来买。这个事情需要数据的验证，以后会有复购的数据。\nQ：您准备预制菜项目亏多长时间，计划多长时间能够盈利？\nA：董事会给了我授权。大家会看到我把自己和趣店预制菜已经完全绑定在一起，我没有用官方直播间，我用的是我个人的，因为我很热爱预制菜，这个事情是利他的，也能帮助到我们。\n我们穿的裤子、衣服几百块，吃跟大家一样的菜，我想把有意义的事情做出来，所以大家不用担心我们会亏多少钱。\nQ：现在做To C预制菜的公司已经不少了，能否理解为行业后端供应链已经比较成熟，前端没有品牌，需要解决的更多是资源整合优化的问题？一些有餐饮品牌或供应链背景的企业正在做这块，他们有产业资源，趣店是跨界公司，您怎么看这种情况？\nA：不仅在前端没有一个品牌，后端也没有人做这样一个事情，你是要去做一个新的事情。\n大部分人之前没有买过预制菜，前端没有什么品牌。中后端差得更远，这个领域到目前为止还没有一家公司能够卖农家小炒肉这样的产品。如果说我在厦门找到一个合作伙伴，他已经研发出来了，把这个授权给我，我们一起合作就行，但后面发现国内完全没有。\n反而是因为这样，我们认为做得“重”了，未来才能变成一个很独特的事情。\nQ：公司现在在供应链侧投入了多少成本？\nA：供应链我们已经投入几个亿了。\nQ：能不能介绍一下工厂的情况，工厂的产能大概是什么水平，未来会不会还有扩厂的计划？\nA：我们现在15个工厂，加起来大概有5、6万平方米，一天的产能是能做到将近200万份菜。也就是冷库和冷藏这些面积加起来，一平米能做30份。目前我们在厦门、杭州、北京、东莞都有工厂，具备可扩的空间，去租赁就好。\n我们现在还在几个省份建设大仓，之前因为疫情，我们在上海没有建大仓，是从杭州发货的，所以上海我们要建。之前东北的哈尔滨，长春也是因为有疫情，没有建，现在也要建，陕西也是。\n建仓这个事情没有三个月以上是根本建不完的，我们还会跟当地去合作，所以未来在全国应该会有30个左右的大仓，这样只要是非边缘的县城就都能覆盖得到。\nQ：能否简单拆解一下成本问题，比如说酸菜鱼的成本是怎么样的？\nA：这个菜卖19块9，我们还能赚钱，在门店还能赚钱。但如果是顺丰履约，一单就要十几块钱的成本，我讲的是说酸菜鱼如果放在门店，没有履约成本的话，我觉得还是可以赚几块钱。\nQ：看到有文章写趣店的打法很“凶悍”，舆论声量很大，包括资本市场盘前也有一波暴涨，大家会觉得趣店预制菜的打法很“罗敏”，但听刚才的分享，感觉这次创业跟以前还是有些不一样的？\nA：（大涨）说明大家在用钱投票。我觉得我成长了，以前的心态不好。我的心态是从做万里目少儿之后变好的，因为跟很多孩子接触，慢慢觉得自己想做一个利他的事，一件没有人做过的事。比如现在美团外卖做的很好，我再做个趣店外卖没有意义。\n可以看我们店铺的口碑分。同等规模的，在抖音带货超过100万单，口碑分还是5分的，基本没有。我特别在乎我们在用户心中的口碑，而且我们做的是生鲜，生鲜非常容易有负面，容易坏掉或者漏包。\n大家可以去看我们的中差评，比例非常低的，中差评里大部分是中评，有少部分的差评，很多是因为物流的问题，或者其他不可控的问题，或者是漏包。你想那么多汤包，100万包下来漏个几包还是挺正常的，你不可能每个都不磕不碰。\n所以生鲜是很难有高分的，但我们有5分，这就是我为什么敢于这么去做。年龄也这么大了，我也不出道去做一个艺人，为什么要从幕后走到台前？就是因为比较相信这件事情。\nQ：以前你可能是一个比较膨胀的状态，或者说很多事情你不理解，但现在发现今天你的心态不一样，是一个自信放松的状态。什么样的事情让你这几年变化会这么大？\nA：年轻人都会犯一些错误，年少成名是有烦恼的。你说膨胀没错，就是膨胀，觉得自己挺牛的。\n那个时候我的能力、认知、实力完全hold不住100亿美金的公司，所以后面做什么都不成。\n以前我没有耐心，这些都不是我自己去操盘的，我跟我们的副总说给你一个亿，你去做一下，亏了3000万，赶紧就停了。但是你想想，他们又不是独立创业，又没有股份，怎么可能能把项目做成，所以那个逻辑是不对的。\n然后看到股价下来，想说我们公司也赚钱，为什么股价一直跌呢？状态还是不好。\n去年的五六月份，我说要不要退休算了，团队留个几十人做投资，我们变成一家投资公司，大家也挺轻松的。但想了很久，我说这不是我想要的，我39岁以后到底要什么？我是愿意天天躺着看大海、晒太阳的人吗？我觉得不是，我就是喜欢折腾。\n我之前折腾的目的是为了市值，但现在我不是为了这个。为了市值去做事情，反而市值上不去，但如果能把一件事情做好，别人就会相信。\n我可能就是2017年王慧文（美团联合创始人）讲的，在愚昧之巅，那个时候真的在愚昧之巅，后来慢慢下来了。我特别幸运的是，当我理解这些东西之后，公司账上还有一些现金能支撑我去折腾。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802303114,"gmtCreate":1627713053038,"gmtModify":1627713053038,"author":{"id":"3542713465256871","authorId":"3542713465256871","name":"DONGHSY","avatar":"https://static.tigerbbs.com/4d01dd35a2062dd19ff75126230385d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542713465256871","authorIdStr":"3542713465256871"},"themes":[],"htmlText":"怎么没找到标题那句话","listText":"怎么没找到标题那句话","text":"怎么没找到标题那句话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/802303114","repostId":"1165085669","repostType":4,"isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320947727,"gmtCreate":1615005151369,"gmtModify":1703484175658,"author":{"id":"3542713465256871","authorId":"3542713465256871","name":"DONGHSY","avatar":"https://static.tigerbbs.com/4d01dd35a2062dd19ff75126230385d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542713465256871","authorIdStr":"3542713465256871"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320947727","repostId":"320997759","repostType":1,"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366087559,"gmtCreate":1614361015671,"gmtModify":1703476984084,"author":{"id":"3542713465256871","authorId":"3542713465256871","name":"DONGHSY","avatar":"https://static.tigerbbs.com/4d01dd35a2062dd19ff75126230385d1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542713465256871","authorIdStr":"3542713465256871"},"themes":[],"htmlText":"<a 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