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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627895447,"share":"https://www.laohu8.com/m/news/1182813200?lang=&edition=full","pubTime":"2021-08-02 17:10","market":"us","language":"en","title":"Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1182813200","media":"Benzinga","summary":"U.S.-listed Chinese electric vehicle makerNio IncNIO 0.06%deliveries more than doubled in the month ","content":"<p>U.S.-listed Chinese electric vehicle maker<b>Nio Inc</b>NIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers <b>Xpeng Inc</b> XPEV 0.2% and <b>Li Auto</b> LI.</p>\n<p><b>What Happened:</b> The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.</p>\n<p>The split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.</p>\n<p>The company has cumulatively delivered 125,528 vehicles as of July.</p>\n<p>Rival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.</p>\n<p><b>Why It Matters:</b> In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.</p>\n<p>Despite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.</p>\n<p>For Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such as<b>Tesla Inc</b>TSLAand<b>Volkswagen AG</b>VWAGY. The company aims to begin deliveries in Norway from September.</p>\n<p><b>Price Action:</b> Nio shares closed 4.83% higher at $44.68 on Friday.</p>\n<p>Nio shares fell over 1% in premarket trading, at the same time, <b>Li Auto</b> and <b>Xpeng Inc</b> rose over 4% .<img src=\"https://static.tigerbbs.com/2873ab006d0e3a4be6d8d97aebb351d3\" tg-width=\"306\" tg-height=\"128\" width=\"100%\" height=\"auto\"></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>Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-02 17:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S.-listed Chinese electric vehicle maker<b>Nio Inc</b>NIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers <b>Xpeng Inc</b> XPEV 0.2% and <b>Li Auto</b> LI.</p>\n<p><b>What Happened:</b> The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.</p>\n<p>The split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.</p>\n<p>The company has cumulatively delivered 125,528 vehicles as of July.</p>\n<p>Rival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.</p>\n<p><b>Why It Matters:</b> In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.</p>\n<p>Despite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.</p>\n<p>For Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such as<b>Tesla Inc</b>TSLAand<b>Volkswagen AG</b>VWAGY. The company aims to begin deliveries in Norway from September.</p>\n<p><b>Price Action:</b> Nio shares closed 4.83% higher at $44.68 on Friday.</p>\n<p>Nio shares fell over 1% in premarket trading, at the same time, <b>Li Auto</b> and <b>Xpeng Inc</b> rose over 4% .<img src=\"https://static.tigerbbs.com/2873ab006d0e3a4be6d8d97aebb351d3\" tg-width=\"306\" tg-height=\"128\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182813200","content_text":"U.S.-listed Chinese electric vehicle makerNio IncNIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers Xpeng Inc XPEV 0.2% and Li Auto LI.\nWhat Happened: The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.\nThe split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.\nThe company has cumulatively delivered 125,528 vehicles as of July.\nRival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.\nWhy It Matters: In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.\nDespite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.\nFor Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such asTesla IncTSLAandVolkswagen AGVWAGY. The company aims to begin deliveries in Norway from September.\nPrice Action: Nio shares closed 4.83% higher at $44.68 on Friday.\nNio shares fell over 1% in premarket trading, at the same time, Li Auto and Xpeng Inc rose over 4% .","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803158254,"gmtCreate":1627429334378,"gmtModify":1633765162818,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803158254","repostId":"1188451654","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144573880,"gmtCreate":1626307996340,"gmtModify":1633928078389,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"g","listText":"g","text":"g","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/144573880","repostId":"1178238165","repostType":4,"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144573072,"gmtCreate":1626307974896,"gmtModify":1633928078734,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"bb","listText":"bb","text":"bb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/144573072","repostId":"1160776317","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146900664,"gmtCreate":1626047465958,"gmtModify":1633930753953,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"s","listText":"s","text":"s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146900664","repostId":"1108384037","repostType":4,"repost":{"id":"1108384037","pubTimestamp":1626047071,"share":"https://www.laohu8.com/m/news/1108384037?lang=&edition=full","pubTime":"2021-07-12 07:44","market":"us","language":"zh","title":"世界围观维珍创始人“太空之旅”！一文读懂台前幕后的故事","url":"https://stock-news.laohu8.com/highlight/detail?id=1108384037","media":"腾讯科技","summary":"北京时间7月11日22点40分，传奇企业家，维珍集团创始人理查德·布兰森（Richard Branson）首次乘坐自家公司（维珍银河）的太空船飞到太空边缘，71岁的他终于实现了儿时的太空梦想。这次伴随","content":"<p>北京时间7月11日22点40分，传奇企业家，维珍集团创始人理查德·布兰森（Richard Branson）首次乘坐自家公司（<a href=\"https://laohu8.com/S/SPCE\">维珍银河</a>）的太空船飞到太空边缘，71岁的他终于实现了儿时的太空梦想。这次伴随布兰森一同前往的还有另外5名人员，其中包括2名驾驶员和3名乘客。北京时间23点44分左右，布兰森成功返回地面。</p>\n<p><img src=\"https://static.tigerbbs.com/1266ede72396161775869b87d42ec444\" tg-width=\"744\" tg-height=\"432\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：维珍集团创始人理查德·布兰森触达太空时的情景。</p>\n<p><img src=\"https://static.tigerbbs.com/975d937a150bbb443c9d52fa18db2982\" tg-width=\"841\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：在抵触达太空后，布兰森成功返回地面。</p>\n<p>维珍银河成立于2004年，是一家太空旅游公司，致力于提供“亚轨道”太空旅游服务，本次飞行是团结号太空船第四次挑战太空高度，并非正式的商业飞行。</p>\n<p><img src=\"https://static.tigerbbs.com/972a0b55b735d8cc66e531d0dc71b8f2\" tg-width=\"554\" tg-height=\"355\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：本次搭乘太空船二号的成员。除了布兰森外，都是维珍银河公司的员工。</p>\n<p>维珍银河曾经遭受过重创。2014年，在一次试飞过程中，先前有个名叫企业号的太空船发生了解体，两名飞行员一死一伤。在那之后，太空旅游项目遭到来自各界的批评，认为这种项目是对生命的不负责任，但布兰森打起精神，重返了赛道。</p>\n<p><img src=\"https://static.tigerbbs.com/e2fc96690d867a1f03dc4df3c2c6a422\" tg-width=\"554\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：2014年，企业号太空船发生了解体，两名飞行员一死一伤。</p>\n<p>非常有意思的是，另一家太空公司“蓝色起源”计划于今年7月20日开启亚轨道太空旅游服务，其创始人贝索斯将首次搭乘自家火箭升空。值得注意的是，布兰森是在贝索斯官宣7月20日进行太空旅游之后，才官宣自己太空旅游日期的，有抢戏的嫌疑。</p>\n<p><b>太空旅游有哪些方式？</b></p>\n<p>在大家通常的印象中，所谓太空旅游就像神舟飞船的航天员一样，搭乘高耸如云的火箭在烈焰和浓烟中腾空而起，飞往环绕地球运行的轨道。没错，这是以往太空旅游的唯一方式。早在20年前，美国富翁丹尼斯·蒂托花费2000万美元搭乘俄罗斯的联盟飞船，在国际空间站上游玩了8天，成为人类第一位太空游客。</p>\n<p><img src=\"https://static.tigerbbs.com/303068aed8afbcef4bae2490d03dcf01\" tg-width=\"554\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：2001年，美国富翁丹尼斯·蒂托（左）在国际空间站上游玩了8天，成为人类第一位太空游客。</p>\n<p>此后，又有7位富翁搭乘俄罗斯联盟飞船进行了太空旅游。今年9月17日，SpaceX计划进行一次专门的太空旅游发射，届时将有4名游客搭乘载人龙飞船进入绕地球的轨道，在那里逗留3天。</p>\n<p>其实，除了这种传统的太空旅游方式，还有维珍银河和蓝色起源搞的这种亚轨道太空旅游方式，但缺点是体验时间短，优点是价格便宜，灵活性高。由于这是一种全新的太空旅游方式，大部分人都不熟悉，因此必须要正确理解“亚轨道”和“太空”这两个概念。</p>\n<p><b>什么是亚轨道？什么是太空？</b></p>\n<p>所谓的亚轨道是指飞行器虽然触达到了“太空”，但是无法维持在太空高度做环球飞行，随后会被地球引力重新拉回地面的一种飞行模式。</p>\n<p>在解释亚轨道定义的时候，又引出一个新的定义：到底什么是太空？我们知道，大气密度从地面往上是一个连续变小的过程，也就是说，大气并没有一个明确的边界。著名航空<a href=\"https://laohu8.com/S/603698\">航天工程</a>师冯·卡门（钱学森的导师）曾根据空气动力学计算，给出一个高度数值：100公里，也就是说，超过这个高度就可认为是太空了，这就是所谓的“卡门线”。</p>\n<p><img src=\"https://static.tigerbbs.com/9352ca933f5c9c7f34635ab14f48a674\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：国际上规定，超过100公里高的卡门线可算作太空。</p>\n<p>计算的原理是，在这个高度以上，空气是如此稀薄，飞行器即便以轨道速度飞行，也无法获得支撑自身重力的空气动力学升力。通俗讲就是，有翅膀和无翅膀已经开始没有区别了。这里要提一句，冯·卡门当时实际得到的计算结果是83.6公里，但为了方便记忆，他建议把数值设为100公里，目前国际航空联合会采用的就是这个标准。但美国空军和美国宇航局则定义80公里以上就可看作太空。</p>\n<p>有意思的是，维珍银河公司的太空船二号，在以往的历次飞行中，都未达到100公里的高度，但有数次超过了80公里的高度，该公司认为，他们确实触达太空了，乘客可授予“宇航员”这个称呼。这一点其实是有争议的，贝索斯就嘲笑布兰森搞的是火箭飞机，不是太空船。其实，在太空旅游领域内是有鄙视链的，马斯克也看不起贝索斯搞的亚轨道太空旅游，觉得自己搞的才是真正的太空旅游。</p>\n<p><b>为什么贝索斯嘲笑布兰森？</b></p>\n<p>维珍银河采用的是空射发射太空船的方式。具体来讲，他们有架体积较大、形状怪异的飞机，名字叫白骑士二号（White Knight <a href=\"https://laohu8.com/S/TWOA.U\">Two</a>），还有架体积较小，靠火箭发动机驱动的飞机，名字叫太空船二号（Space Ship Two）。</p>\n<p><img src=\"https://static.tigerbbs.com/5e4aa6d45e8211aba55ecf4c1a9b1686\" tg-width=\"554\" tg-height=\"311\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：正挂载太空船二号起飞的白色骑士二号。</p>\n<p>太空船二号挂靠在母船白骑士二号下方，母船带着太空船二号在跑到上滑行并起飞，在大约13公里的高度，太空船二号的飞行员发出指令释放太空船，在经过几秒的惯性滑行之后，太空船二号的火箭引擎启动，最终能达到3倍音速左右，然后关闭火箭引擎，靠惯性冲到最高点。</p>\n<p><img src=\"https://static.tigerbbs.com/2d32b5abcacc26f939ddb4d329b1cfff\" tg-width=\"554\" tg-height=\"386\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：太空船二号点燃发动机，加力爬升时的样子。</p>\n<p>在惯性飞行的过程中，乘客将会感受到大约4分钟的完全失重状态，体验一把做宇航员的感觉，随后在地球引力的作用下返回。太空船二号靠着巨大的尾翼，在空气动力学的作用下，会以正确的姿态穿越大气层，原理类似于羽毛球，然后在指定的跑道上滑行降落，全程大约需要2个多小时。</p>\n<p>图注：太空船二号上的乘客能够看到这样的太空景象。</p>\n<p><img src=\"https://static.tigerbbs.com/fd805a225708c761c24cd3c19b9e54fe\" tg-width=\"554\" tg-height=\"182\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：太空船二号上的乘客能够看到这样的太空景象。</p>\n<p>你看，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人贝索斯其实说的也没错，从本质上讲，这就是一架火箭动力的飞机嘛。但布兰森也说了，他们的这种太空旅游方式消耗的燃料更少，更节能，从跑到起飞，从跑到降落，对乘客体验更加友好。</p>\n<p>正常运营之后，维珍银河的票价为25万美元，截至目前，据说已经有600多个订单了。</p>\n<p><b>空射火箭飞机，其实古已有之</b></p>\n<p>从历史上看，类似的飞行方式早就有了。上世纪五六十年代，美国空军和美国宇航局联合测试一种叫X-15的火箭动力飞机，X15挂在B52轰炸机下面，B52携带X15飞到高空后将其释放，X15点燃火箭发动机，不断提速和爬升，目的是用于验证超高速飞行器，获取科学数据。</p>\n<p><img src=\"https://static.tigerbbs.com/7fb4c6ebea4bd38f99a0fb5842faae21\" tg-width=\"554\" tg-height=\"339\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：美国B52飞机释放X15火箭飞机的情景。</p>\n<p>据统计，在199次飞行中，有13次飞到了80公里以上的高度，有2次甚至飞到了100公里以上的高度。执行这13次任务的飞行员有8人，按照美国空军和美国宇航局的规定，他们都是宇航员。</p>\n<p><img src=\"https://static.tigerbbs.com/be209807426bfb69a70f693d63a0fc3a\" tg-width=\"554\" tg-height=\"221\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：X15火箭飞机。</p>\n<p><b>蓝色起源采用什么方式？</b></p>\n<p>蓝色起源成立于2000年，比SpaceX创立时间还早，迄今为止，蓝色起源最拿得出手的就是新谢泼德号（New Shepard）亚轨道火箭。谢泼德是美国历史上第一位宇航员，也是进行了亚轨道飞行，为了纪念这位航天英雄，贝索斯给自己的火箭起名新谢泼德。</p>\n<p><img src=\"https://static.tigerbbs.com/a4f9e4cd6879224e023f8cf230dfa607\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p>\n<p>图注：贝索斯和他的新谢泼德小火箭。</p>\n<p>新谢泼德火箭高18米，仅能把太空舱送入到50公里的高度，然后太空舱靠惯性继续爬升至100公里的最高点，然后在地球重力作用下返回地面，在自由上升和自由下降的阶段乘客可以欣赏一下太空景观和体验一下失重的感觉。</p>\n<p>新谢泼德火箭由液氢液氧为燃料的BE3发动机驱动，燃烧产物是水，这一点贝索斯也津津乐道，也成了鄙视布兰森的一个砝码。</p>\n<p>7月20日的发射，陪同贝索斯一同前往的有他弟弟，还有一位花了2800万美元的土豪，还有一位82岁高龄，从年轻时就希望成为宇航员的老太太。有关蓝色起源太空旅游的细节，等新谢泼德火箭发射后咱们再详细介绍。</p>\n<p><b>太空旅游市场有多大？</b></p>\n<p>布兰森最近在接受采访时表示，太空旅游市场足以容纳20家公司。随着太空船的批量化生产，人们进入太空的价格会越来越低，他相信这在未来几年内就能成为现实。</p>\n<p>布兰森此前曾预测，大约200万人可以亲身体验太空飞行，目前这种体验成本在25万美元到50万美元之间。在他眼里，真正的太空时代才刚刚开始。</p>","source":"txkj","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>世界围观维珍创始人“太空之旅”！一文读懂台前幕后的故事</title>\n<style 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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世界围观维珍创始人“太空之旅”！一文读懂台前幕后的故事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 07:44 北京时间 <a href=https://mp.weixin.qq.com/s/PE9PqRozg1krfQER1OOBvA><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间7月11日22点40分，传奇企业家，维珍集团创始人理查德·布兰森（Richard Branson）首次乘坐自家公司（维珍银河）的太空船飞到太空边缘，71岁的他终于实现了儿时的太空梦想。这次伴随布兰森一同前往的还有另外5名人员，其中包括2名驾驶员和3名乘客。北京时间23点44分左右，布兰森成功返回地面。\n\n图注：维珍集团创始人理查德·布兰森触达太空时的情景。\n\n图注：在抵触达太空后，布兰森...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PE9PqRozg1krfQER1OOBvA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/972a0b55b735d8cc66e531d0dc71b8f2","relate_stocks":{"SPCE":"维珍银河"},"source_url":"https://mp.weixin.qq.com/s/PE9PqRozg1krfQER1OOBvA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108384037","content_text":"北京时间7月11日22点40分，传奇企业家，维珍集团创始人理查德·布兰森（Richard Branson）首次乘坐自家公司（维珍银河）的太空船飞到太空边缘，71岁的他终于实现了儿时的太空梦想。这次伴随布兰森一同前往的还有另外5名人员，其中包括2名驾驶员和3名乘客。北京时间23点44分左右，布兰森成功返回地面。\n\n图注：维珍集团创始人理查德·布兰森触达太空时的情景。\n\n图注：在抵触达太空后，布兰森成功返回地面。\n维珍银河成立于2004年，是一家太空旅游公司，致力于提供“亚轨道”太空旅游服务，本次飞行是团结号太空船第四次挑战太空高度，并非正式的商业飞行。\n\n图注：本次搭乘太空船二号的成员。除了布兰森外，都是维珍银河公司的员工。\n维珍银河曾经遭受过重创。2014年，在一次试飞过程中，先前有个名叫企业号的太空船发生了解体，两名飞行员一死一伤。在那之后，太空旅游项目遭到来自各界的批评，认为这种项目是对生命的不负责任，但布兰森打起精神，重返了赛道。\n\n图注：2014年，企业号太空船发生了解体，两名飞行员一死一伤。\n非常有意思的是，另一家太空公司“蓝色起源”计划于今年7月20日开启亚轨道太空旅游服务，其创始人贝索斯将首次搭乘自家火箭升空。值得注意的是，布兰森是在贝索斯官宣7月20日进行太空旅游之后，才官宣自己太空旅游日期的，有抢戏的嫌疑。\n太空旅游有哪些方式？\n在大家通常的印象中，所谓太空旅游就像神舟飞船的航天员一样，搭乘高耸如云的火箭在烈焰和浓烟中腾空而起，飞往环绕地球运行的轨道。没错，这是以往太空旅游的唯一方式。早在20年前，美国富翁丹尼斯·蒂托花费2000万美元搭乘俄罗斯的联盟飞船，在国际空间站上游玩了8天，成为人类第一位太空游客。\n\n图注：2001年，美国富翁丹尼斯·蒂托（左）在国际空间站上游玩了8天，成为人类第一位太空游客。\n此后，又有7位富翁搭乘俄罗斯联盟飞船进行了太空旅游。今年9月17日，SpaceX计划进行一次专门的太空旅游发射，届时将有4名游客搭乘载人龙飞船进入绕地球的轨道，在那里逗留3天。\n其实，除了这种传统的太空旅游方式，还有维珍银河和蓝色起源搞的这种亚轨道太空旅游方式，但缺点是体验时间短，优点是价格便宜，灵活性高。由于这是一种全新的太空旅游方式，大部分人都不熟悉，因此必须要正确理解“亚轨道”和“太空”这两个概念。\n什么是亚轨道？什么是太空？\n所谓的亚轨道是指飞行器虽然触达到了“太空”，但是无法维持在太空高度做环球飞行，随后会被地球引力重新拉回地面的一种飞行模式。\n在解释亚轨道定义的时候，又引出一个新的定义：到底什么是太空？我们知道，大气密度从地面往上是一个连续变小的过程，也就是说，大气并没有一个明确的边界。著名航空航天工程师冯·卡门（钱学森的导师）曾根据空气动力学计算，给出一个高度数值：100公里，也就是说，超过这个高度就可认为是太空了，这就是所谓的“卡门线”。\n\n图注：国际上规定，超过100公里高的卡门线可算作太空。\n计算的原理是，在这个高度以上，空气是如此稀薄，飞行器即便以轨道速度飞行，也无法获得支撑自身重力的空气动力学升力。通俗讲就是，有翅膀和无翅膀已经开始没有区别了。这里要提一句，冯·卡门当时实际得到的计算结果是83.6公里，但为了方便记忆，他建议把数值设为100公里，目前国际航空联合会采用的就是这个标准。但美国空军和美国宇航局则定义80公里以上就可看作太空。\n有意思的是，维珍银河公司的太空船二号，在以往的历次飞行中，都未达到100公里的高度，但有数次超过了80公里的高度，该公司认为，他们确实触达太空了，乘客可授予“宇航员”这个称呼。这一点其实是有争议的，贝索斯就嘲笑布兰森搞的是火箭飞机，不是太空船。其实，在太空旅游领域内是有鄙视链的，马斯克也看不起贝索斯搞的亚轨道太空旅游，觉得自己搞的才是真正的太空旅游。\n为什么贝索斯嘲笑布兰森？\n维珍银河采用的是空射发射太空船的方式。具体来讲，他们有架体积较大、形状怪异的飞机，名字叫白骑士二号（White Knight Two），还有架体积较小，靠火箭发动机驱动的飞机，名字叫太空船二号（Space Ship Two）。\n\n图注：正挂载太空船二号起飞的白色骑士二号。\n太空船二号挂靠在母船白骑士二号下方，母船带着太空船二号在跑到上滑行并起飞，在大约13公里的高度，太空船二号的飞行员发出指令释放太空船，在经过几秒的惯性滑行之后，太空船二号的火箭引擎启动，最终能达到3倍音速左右，然后关闭火箭引擎，靠惯性冲到最高点。\n\n图注：太空船二号点燃发动机，加力爬升时的样子。\n在惯性飞行的过程中，乘客将会感受到大约4分钟的完全失重状态，体验一把做宇航员的感觉，随后在地球引力的作用下返回。太空船二号靠着巨大的尾翼，在空气动力学的作用下，会以正确的姿态穿越大气层，原理类似于羽毛球，然后在指定的跑道上滑行降落，全程大约需要2个多小时。\n图注：太空船二号上的乘客能够看到这样的太空景象。\n\n图注：太空船二号上的乘客能够看到这样的太空景象。\n你看，亚马逊创始人贝索斯其实说的也没错，从本质上讲，这就是一架火箭动力的飞机嘛。但布兰森也说了，他们的这种太空旅游方式消耗的燃料更少，更节能，从跑到起飞，从跑到降落，对乘客体验更加友好。\n正常运营之后，维珍银河的票价为25万美元，截至目前，据说已经有600多个订单了。\n空射火箭飞机，其实古已有之\n从历史上看，类似的飞行方式早就有了。上世纪五六十年代，美国空军和美国宇航局联合测试一种叫X-15的火箭动力飞机，X15挂在B52轰炸机下面，B52携带X15飞到高空后将其释放，X15点燃火箭发动机，不断提速和爬升，目的是用于验证超高速飞行器，获取科学数据。\n\n图注：美国B52飞机释放X15火箭飞机的情景。\n据统计，在199次飞行中，有13次飞到了80公里以上的高度，有2次甚至飞到了100公里以上的高度。执行这13次任务的飞行员有8人，按照美国空军和美国宇航局的规定，他们都是宇航员。\n\n图注：X15火箭飞机。\n蓝色起源采用什么方式？\n蓝色起源成立于2000年，比SpaceX创立时间还早，迄今为止，蓝色起源最拿得出手的就是新谢泼德号（New Shepard）亚轨道火箭。谢泼德是美国历史上第一位宇航员，也是进行了亚轨道飞行，为了纪念这位航天英雄，贝索斯给自己的火箭起名新谢泼德。\n\n图注：贝索斯和他的新谢泼德小火箭。\n新谢泼德火箭高18米，仅能把太空舱送入到50公里的高度，然后太空舱靠惯性继续爬升至100公里的最高点，然后在地球重力作用下返回地面，在自由上升和自由下降的阶段乘客可以欣赏一下太空景观和体验一下失重的感觉。\n新谢泼德火箭由液氢液氧为燃料的BE3发动机驱动，燃烧产物是水，这一点贝索斯也津津乐道，也成了鄙视布兰森的一个砝码。\n7月20日的发射，陪同贝索斯一同前往的有他弟弟，还有一位花了2800万美元的土豪，还有一位82岁高龄，从年轻时就希望成为宇航员的老太太。有关蓝色起源太空旅游的细节，等新谢泼德火箭发射后咱们再详细介绍。\n太空旅游市场有多大？\n布兰森最近在接受采访时表示，太空旅游市场足以容纳20家公司。随着太空船的批量化生产，人们进入太空的价格会越来越低，他相信这在未来几年内就能成为现实。\n布兰森此前曾预测，大约200万人可以亲身体验太空飞行，目前这种体验成本在25万美元到50万美元之间。在他眼里，真正的太空时代才刚刚开始。","news_type":1},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183820345,"gmtCreate":1623322843587,"gmtModify":1634034602092,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183820345","repostId":"1105073250","repostType":4,"repost":{"id":"1105073250","weMediaInfo":{"introduction":"有视角的商业资讯交流平台","home_visible":1,"media_name":"虎嗅APP","id":"101","head_image":"https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d"},"pubTimestamp":1623321588,"share":"https://www.laohu8.com/m/news/1105073250?lang=&edition=full","pubTime":"2021-06-10 18:39","market":"us","language":"zh","title":"每日优鲜10倍增长的阳谋","url":"https://stock-news.laohu8.com/highlight/detail?id=1105073250","media":"虎嗅APP","summary":"2004年，Tobias Lutke启动了自己的滑雪板项目Snowdevil，为了提升业绩，Lutke想要建立一个网络店铺，但是市场上的软件不能完全满足他们的需求。\n为此，擅长编程的 Lutke决定自","content":"<p>2004年，Tobias Lutke启动了自己的滑雪板项目Snowdevil，为了提升业绩，Lutke想要建立一个网络店铺，但是市场上的软件不能完全满足他们的需求。</p>\n<p>为此，擅长编程的 Lutke决定自己研发一种电商交易软件，这便有了Shopify这款产品的诞生。</p>\n<p>利用Shopify搭建的Snowdevil网店，他们在第一年就成功盈利。然而，Lutke发现，人们对Shopify平台的关注远比对他们网店的关注度更高。于是，他开始将视线转向为打造一款能够帮助人们快速搭建网店的产品，即电商独立站。</p>\n<p>事后来看，这无疑是一次极富远见的转型，放眼全球，滑雪服务领域的中大型企业都寥寥无几，但Shopify已悄然坐上全球电商第五的宝座，市值逾千亿美金。</p>\n<p><b>“上兵伐谋，其次伐交，其次伐兵，其下攻城。”</b></p>\n<p><b>关键节点的战略抉择往往决定了企业十年后的发展。</b>近来，我们看到了又一个类似的案例。</p>\n<p>6月9日，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。</p>\n<p><img src=\"https://static.tigerbbs.com/d95a2f27491056e1051f1d765e7fa371\" tg-width=\"673\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p>\n<p>相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，多少让人有些意外。</p>\n<p>每日优鲜究竟向资本市场讲了个怎样的故事？其战略变化的底层逻辑又是什么？</p>\n<p>数字化是基础能力</p>\n<p>“水大鱼小”很适合用来形容生鲜行业的现状，这其实有比较深刻的产业根源，主要决定于生鲜行业的以下几条特性：</p>\n<ul>\n <li><p>虽是高频刚需，但价格较为敏感；</p></li>\n <li><p>带有<a href=\"https://laohu8.com/S/000061\">农产品</a>属性，难以出现品牌溢价；</p></li>\n <li><p>产品无差异化，竞争激烈；</p></li>\n <li><p>上下游极度分散，流通链条长，渠道成本高；</p></li>\n <li><p>运送半径有限，冷链等基础设施不足，损耗高。</p></li>\n</ul>\n<p>生鲜的成本主要集中于租金、人工与损耗。企业若想要提高毛利，必须通过有效的手段降低这三大块成本，这是制胜的第一环。</p>\n<p>不过，即使单店模型跑通，将其大规模复制也并不简单。多数先行者都倒在了零售死亡谷中——即连锁零售开出很多店后，会造成管理和IT成本上升，致使亏损和负现金流的出现。</p>\n<p>其中很大的难点则在于管理，当企业规模小的时候，管理主要依靠人，此时人的精力足够覆盖管理半径；但企业规模扩大后，再经验丰富的管理者，也很难覆盖管理N个店面、多个环节中各类事无巨细的工作。</p>\n<p>每日优鲜创始人兼CEO徐正曾言<b>：“在这个行业，生意做得越大，生鲜的成本就越难控制。只要一出现波动，损益模型的数据就变了。”</b></p>\n<p>他看到这个行业里“管得细就特别赚钱，管不细就容易赔钱”，但“赚钱的和不赚钱的，波峰差极大。”实际上波峰波谷之间的差距，就是传统意义上管理能力的差异导致的。</p>\n<p>想解决这一困境有两种方式：提升管理能力，或降低管理难度。殊途同归，这两种方式最后的落点，均是<b>将流程与数据透明化，提升监管手段。</b></p>\n<p>而这正是每日优鲜的积累所在。自2014年成立以来，每日优鲜已在16个城市分布631个前置仓，GMV76亿，累计交易用户超3100万，占据前置仓即时零售领域市场份额的28%，在华北地区排名第一。据其官方资料，每日优鲜从2016年起每年在技术上投入数亿元，已经搭建了一个超500人的技术团队。</p>\n<p><img src=\"https://static.tigerbbs.com/1c5af916557f74cf0781d5c3ed3579d5\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>丰富的数据和算法的积累和迭代，是大量传统零售企业所不具备的能力。</p>\n<p>艾瑞咨询数据显示，每日优鲜的库存损耗率低于其他三个主要前置仓企业的平均水平。在SKU从2018年的2200多个，翻倍到2020年的超4300个的情况下，其前置仓的整体库存周转天数却从6.1天减少到了3.8天，其中生鲜商品周转天数仅有1.8天。显然<b>不借助数字化和技术的能力，不可能完成这样的管理能力跃迁。</b></p>\n<p>2019年，每日优鲜与<a href=\"https://laohu8.com/S/00700\">腾讯</a>智慧零售展开战略合作，打造了一套涵盖<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>供应链、智能物流、智能营销的智慧零售网络（Retail AI Network，简称RAIN）。</p>\n<p>每日优鲜目前已实现了100%系统自动派单，超过80%的订单前置仓接受后10分钟内被送出。在使用RAIN后，98%的库存补货决策、97%的采购决策和85%的库存周转管理决策都可以由系统自动完成。</p>\n<p>核心能力比边界更重要</p>\n<p>“存地失人，人地皆失；存人失地，人地皆存。”</p>\n<p>徐正曾用这句话注解每日优鲜的扩张战略：地代表着公司的商业边界，人代表着公司的核心能力，<b>“我们很容易被边界所诱惑，而忽略了能力本身。通过打边界，得到一种能力，这样的成功是可持续的。”</b></p>\n<p>因此，在成立初期，每日优鲜并没有选择冲GMV，而是把钱投入到核心竞争力上。</p>\n<p>在具备数字化的基础能力后，每日优鲜宣布将能力开放给传统菜市场，不仅会改造菜场的硬件设施，还会帮助菜场内的商户做包括营销、备货、CRM在内的数字化增值，并助其实现<a href=\"https://laohu8.com/S/300959\">线上线下</a>的链接。</p>\n<p>每日优鲜合伙人兼 CFO 王珺也提到：<b>因为前置仓已经跑通了经济模型，所以公司有了更多的资源来做新的事。前置仓只是每日优鲜的第一步。</b>当做前置仓不担心活下来以后，还是要想怎么样解决行业终极问题。</p>\n<p>企业基于过往的服务能力，将以前对内的产品开放并取得成功，这样的商业故事并不鲜见。比如能顶住双十一强大“脉冲”的阿里云足以解决大多数企业的算力需求；在<a href=\"https://laohu8.com/S/JD\">京东</a>C端严苛服务体系下成长的<a href=\"https://laohu8.com/S/02618\">京东物流</a>，基本能让所有B端商家满意。</p>\n<p>每日优鲜战略扩张的底层逻辑同样如此，就经营质量而言，据其招股书透露，每日优鲜前置仓业务的平均客单价为94.6元，这一客单价水平为行业第一。</p>\n<p>在保持高客单价的同时，每日优鲜的履约费用率（履约成本占净营收比）也逐年降低，从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）同样位居行业第一。</p>\n<p>简而言之，作为刚需的生意，生鲜用户端的需求毋庸置疑，但只有长期的组织能力建设和精细化运营，深耕供应链，企业才可能获得真正的成长和爆发。</p>\n<p>每日优鲜凭借过去的积累以占据先手，如今其决定将数字化能力溢出，更像是将自己的行业最佳实践、自己的长项用在了最需要被数字化改造的零售环节上。</p>\n<p>（A+B）x N 大于A</p>\n<p>更关键的是，转型后的每日优鲜，<b>从简单的生鲜电商切换为市场更为广阔的社区零售赛道，增长的天花板被进一步打开了。</b></p>\n<p>从数据层面来看，艾瑞咨询的数据显示，2020年，中国社区零售的规模为11.9万亿元，预计到2025年时，能够增长到15.7万亿元，<b>这是一个远超淘宝起家的女装、京东起家的3C、美团起家的餐饮的大市场。</b></p>\n<p>而这一市场的线上化有巨大的增量空间。2020年，中国社区零售的线上化渗透率是20.9%，到了2025年，它会增长到45.5%，也就是说社区零售数字化的市场规模会达到7.2万亿元。</p>\n<p>这可能是<b>中国未来增量最大、增速最快的一个线上化市场。</b></p>\n<p>在中国，太多企业在讲颠覆传统行业的故事，单以生鲜赛道为例，呆萝卜、吉及鲜、易果生鲜等号称重塑传统生鲜流通渠道的例子不胜枚举，但最终都以一地鸡毛收场，不得其法。</p>\n<p>国家统计局的数据显示，即使到现在，线下零售业态仍然占据70%的零售规模，其中商超和菜市场是最主要的业态。</p>\n<p><img src=\"https://static.tigerbbs.com/f0ac87ec35b5b446560f25bd750f8fd8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>越来越多的企业意识到了这个问题。王兴就曾公开表示：<b>“我们应该少谈颠覆，多谈一点创新。</b>整天讲‘颠覆’是没有意义的，‘互联网＋’根本上还是要靠创新服务于各行各业，靠互联网、靠IT技术为各行各业的各个环节提升体验、提高效率、降低成本。”</p>\n<p>赋能传统菜市场，要比颠覆传统菜市场更符合这个市场的实际情况。</p>\n<p>另一大机会则在于长尾市场。除了北上广深等头部城市的创新外，让更多长尾市场的参与者搭上数字化进程，也是互联网企业的责任。在这一进程中企业自然能分得属于自己的收益。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>就是这个获益逻辑的典型。2016年前后，拼多多凭借下沉市场的海量消费者迅速崛起，大量县域城市的消费者通过拼多多首次网购。在将移动互联网的好处普及给更多消费者的同时，黄峥甚至一度被二级市场投资者推上中国首富的位置。</p>\n<p>“筑路型公司”转向</p>\n<p>归根结底，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司。而它也将自己置身于一个更大的市场里。</p>\n<p>根据艾瑞咨询的数据，前置仓即时零售的行业规模在2025年会增长到3070亿元，但如果是加上智慧菜场（2025年市场规模6000亿）和商超零售云（2025年市场规模1.9万亿），每日优鲜涉足的业务领域规模会达到近3万亿。</p>\n<p>横向对比，最相似的便是链家到<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>的转型。</p>\n<p>先从增长的视角而言，如果企业的逻辑局限在业绩怎么每年增长10%或者20%的话，往往会被思维定式困住。但假如企业自问，<b>今后业绩能不能翻10倍，就更容易找到未来的方向。</b></p>\n<p>左晖意识到了这一点，链家的业绩想要翻10倍，就必须从现在的8000家门店扩张到80000家门店，这几乎不可能。</p>\n<p>单以员工数为例，链家现有8000家门店约11万员工，假设等比例扩张10倍则是110万员工，但管理难度更是翻了不止10倍，毕竟即使是流水线式生产的富士康也才近80万员工。</p>\n<p>为此，自2018年开始，左晖集全链家之力做大贝壳。横向看，从垂直自营到平台交易，市场放大了10倍；纵向看，从买卖行为到居住服务，市场又放大了10倍，这样一来，贝壳相比链家的想象空间直接放大了100倍。</p>\n<p><b>资本市场同样肯定了贝壳的转型，上市后其市值甚至一度超过万科、融创的总和。</b></p>\n<p>在2020年的链家19周年年会上，左晖感慨道：“我们做的这些事情，其实很多是花很大的成本，很多在今天根本就见不到效果，我们为什么还要做呢？我们希望因为有我们存在，让这个行业变得有些不一样。”</p>\n<p>每日优鲜的故事与此如出一辙。生鲜电商在过去几十年的经营何其艰难，很重要的原因就是大家都被困在了同一个范式之中。通过数字化的手段优化供给侧，提升产业链的经营效率，才能创造出与长周期行业相匹配的长期价值，这是一条很少有前人尝试过的道路。</p>\n<p><img src=\"https://static.tigerbbs.com/4b1695751bd54ddd5ef5c224e29593d0\" tg-width=\"1000\" tg-height=\"672\" referrerpolicy=\"no-referrer\"></p>\n<p>张小龙在2019年的微信公开课上说： “当一个平台只是追求自身的商业利益最大化的时候，我认为它是短视的，不长久的。<b>当一个平台可以造福人的时候，它才是有生命力的。”</b></p>\n<p>若从这一视角出发，每日优鲜起码已经成为了一家有生命力的公司。脱离于行业的窠臼，<b>它放弃的也许是10%或者20%增长的可能，却收获了10倍增长的机会，这是属于商业决策的胜利，却更像是一场哲学的修行。</b></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>每日优鲜10倍增长的阳谋</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n每日优鲜10倍增长的阳谋\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/101\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/98669fe7974e42f3976b3db47528792d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">虎嗅APP </p>\n<p class=\"h-time\">2021-06-10 18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2004年，Tobias Lutke启动了自己的滑雪板项目Snowdevil，为了提升业绩，Lutke想要建立一个网络店铺，但是市场上的软件不能完全满足他们的需求。</p>\n<p>为此，擅长编程的 Lutke决定自己研发一种电商交易软件，这便有了Shopify这款产品的诞生。</p>\n<p>利用Shopify搭建的Snowdevil网店，他们在第一年就成功盈利。然而，Lutke发现，人们对Shopify平台的关注远比对他们网店的关注度更高。于是，他开始将视线转向为打造一款能够帮助人们快速搭建网店的产品，即电商独立站。</p>\n<p>事后来看，这无疑是一次极富远见的转型，放眼全球，滑雪服务领域的中大型企业都寥寥无几，但Shopify已悄然坐上全球电商第五的宝座，市值逾千亿美金。</p>\n<p><b>“上兵伐谋，其次伐交，其次伐兵，其下攻城。”</b></p>\n<p><b>关键节点的战略抉择往往决定了企业十年后的发展。</b>近来，我们看到了又一个类似的案例。</p>\n<p>6月9日，<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。</p>\n<p><img src=\"https://static.tigerbbs.com/d95a2f27491056e1051f1d765e7fa371\" tg-width=\"673\" tg-height=\"914\" referrerpolicy=\"no-referrer\"></p>\n<p>相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，多少让人有些意外。</p>\n<p>每日优鲜究竟向资本市场讲了个怎样的故事？其战略变化的底层逻辑又是什么？</p>\n<p>数字化是基础能力</p>\n<p>“水大鱼小”很适合用来形容生鲜行业的现状，这其实有比较深刻的产业根源，主要决定于生鲜行业的以下几条特性：</p>\n<ul>\n <li><p>虽是高频刚需，但价格较为敏感；</p></li>\n <li><p>带有<a href=\"https://laohu8.com/S/000061\">农产品</a>属性，难以出现品牌溢价；</p></li>\n <li><p>产品无差异化，竞争激烈；</p></li>\n <li><p>上下游极度分散，流通链条长，渠道成本高；</p></li>\n <li><p>运送半径有限，冷链等基础设施不足，损耗高。</p></li>\n</ul>\n<p>生鲜的成本主要集中于租金、人工与损耗。企业若想要提高毛利，必须通过有效的手段降低这三大块成本，这是制胜的第一环。</p>\n<p>不过，即使单店模型跑通，将其大规模复制也并不简单。多数先行者都倒在了零售死亡谷中——即连锁零售开出很多店后，会造成管理和IT成本上升，致使亏损和负现金流的出现。</p>\n<p>其中很大的难点则在于管理，当企业规模小的时候，管理主要依靠人，此时人的精力足够覆盖管理半径；但企业规模扩大后，再经验丰富的管理者，也很难覆盖管理N个店面、多个环节中各类事无巨细的工作。</p>\n<p>每日优鲜创始人兼CEO徐正曾言<b>：“在这个行业，生意做得越大，生鲜的成本就越难控制。只要一出现波动，损益模型的数据就变了。”</b></p>\n<p>他看到这个行业里“管得细就特别赚钱，管不细就容易赔钱”，但“赚钱的和不赚钱的，波峰差极大。”实际上波峰波谷之间的差距，就是传统意义上管理能力的差异导致的。</p>\n<p>想解决这一困境有两种方式：提升管理能力，或降低管理难度。殊途同归，这两种方式最后的落点，均是<b>将流程与数据透明化，提升监管手段。</b></p>\n<p>而这正是每日优鲜的积累所在。自2014年成立以来，每日优鲜已在16个城市分布631个前置仓，GMV76亿，累计交易用户超3100万，占据前置仓即时零售领域市场份额的28%，在华北地区排名第一。据其官方资料，每日优鲜从2016年起每年在技术上投入数亿元，已经搭建了一个超500人的技术团队。</p>\n<p><img src=\"https://static.tigerbbs.com/1c5af916557f74cf0781d5c3ed3579d5\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>丰富的数据和算法的积累和迭代，是大量传统零售企业所不具备的能力。</p>\n<p>艾瑞咨询数据显示，每日优鲜的库存损耗率低于其他三个主要前置仓企业的平均水平。在SKU从2018年的2200多个，翻倍到2020年的超4300个的情况下，其前置仓的整体库存周转天数却从6.1天减少到了3.8天，其中生鲜商品周转天数仅有1.8天。显然<b>不借助数字化和技术的能力，不可能完成这样的管理能力跃迁。</b></p>\n<p>2019年，每日优鲜与<a href=\"https://laohu8.com/S/00700\">腾讯</a>智慧零售展开战略合作，打造了一套涵盖<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>供应链、智能物流、智能营销的智慧零售网络（Retail AI Network，简称RAIN）。</p>\n<p>每日优鲜目前已实现了100%系统自动派单，超过80%的订单前置仓接受后10分钟内被送出。在使用RAIN后，98%的库存补货决策、97%的采购决策和85%的库存周转管理决策都可以由系统自动完成。</p>\n<p>核心能力比边界更重要</p>\n<p>“存地失人，人地皆失；存人失地，人地皆存。”</p>\n<p>徐正曾用这句话注解每日优鲜的扩张战略：地代表着公司的商业边界，人代表着公司的核心能力，<b>“我们很容易被边界所诱惑，而忽略了能力本身。通过打边界，得到一种能力，这样的成功是可持续的。”</b></p>\n<p>因此，在成立初期，每日优鲜并没有选择冲GMV，而是把钱投入到核心竞争力上。</p>\n<p>在具备数字化的基础能力后，每日优鲜宣布将能力开放给传统菜市场，不仅会改造菜场的硬件设施，还会帮助菜场内的商户做包括营销、备货、CRM在内的数字化增值，并助其实现<a href=\"https://laohu8.com/S/300959\">线上线下</a>的链接。</p>\n<p>每日优鲜合伙人兼 CFO 王珺也提到：<b>因为前置仓已经跑通了经济模型，所以公司有了更多的资源来做新的事。前置仓只是每日优鲜的第一步。</b>当做前置仓不担心活下来以后，还是要想怎么样解决行业终极问题。</p>\n<p>企业基于过往的服务能力，将以前对内的产品开放并取得成功，这样的商业故事并不鲜见。比如能顶住双十一强大“脉冲”的阿里云足以解决大多数企业的算力需求；在<a href=\"https://laohu8.com/S/JD\">京东</a>C端严苛服务体系下成长的<a href=\"https://laohu8.com/S/02618\">京东物流</a>，基本能让所有B端商家满意。</p>\n<p>每日优鲜战略扩张的底层逻辑同样如此，就经营质量而言，据其招股书透露，每日优鲜前置仓业务的平均客单价为94.6元，这一客单价水平为行业第一。</p>\n<p>在保持高客单价的同时，每日优鲜的履约费用率（履约成本占净营收比）也逐年降低，从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）同样位居行业第一。</p>\n<p>简而言之，作为刚需的生意，生鲜用户端的需求毋庸置疑，但只有长期的组织能力建设和精细化运营，深耕供应链，企业才可能获得真正的成长和爆发。</p>\n<p>每日优鲜凭借过去的积累以占据先手，如今其决定将数字化能力溢出，更像是将自己的行业最佳实践、自己的长项用在了最需要被数字化改造的零售环节上。</p>\n<p>（A+B）x N 大于A</p>\n<p>更关键的是，转型后的每日优鲜，<b>从简单的生鲜电商切换为市场更为广阔的社区零售赛道，增长的天花板被进一步打开了。</b></p>\n<p>从数据层面来看，艾瑞咨询的数据显示，2020年，中国社区零售的规模为11.9万亿元，预计到2025年时，能够增长到15.7万亿元，<b>这是一个远超淘宝起家的女装、京东起家的3C、美团起家的餐饮的大市场。</b></p>\n<p>而这一市场的线上化有巨大的增量空间。2020年，中国社区零售的线上化渗透率是20.9%，到了2025年，它会增长到45.5%，也就是说社区零售数字化的市场规模会达到7.2万亿元。</p>\n<p>这可能是<b>中国未来增量最大、增速最快的一个线上化市场。</b></p>\n<p>在中国，太多企业在讲颠覆传统行业的故事，单以生鲜赛道为例，呆萝卜、吉及鲜、易果生鲜等号称重塑传统生鲜流通渠道的例子不胜枚举，但最终都以一地鸡毛收场，不得其法。</p>\n<p>国家统计局的数据显示，即使到现在，线下零售业态仍然占据70%的零售规模，其中商超和菜市场是最主要的业态。</p>\n<p><img src=\"https://static.tigerbbs.com/f0ac87ec35b5b446560f25bd750f8fd8\" tg-width=\"1000\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>越来越多的企业意识到了这个问题。王兴就曾公开表示：<b>“我们应该少谈颠覆，多谈一点创新。</b>整天讲‘颠覆’是没有意义的，‘互联网＋’根本上还是要靠创新服务于各行各业，靠互联网、靠IT技术为各行各业的各个环节提升体验、提高效率、降低成本。”</p>\n<p>赋能传统菜市场，要比颠覆传统菜市场更符合这个市场的实际情况。</p>\n<p>另一大机会则在于长尾市场。除了北上广深等头部城市的创新外，让更多长尾市场的参与者搭上数字化进程，也是互联网企业的责任。在这一进程中企业自然能分得属于自己的收益。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>就是这个获益逻辑的典型。2016年前后，拼多多凭借下沉市场的海量消费者迅速崛起，大量县域城市的消费者通过拼多多首次网购。在将移动互联网的好处普及给更多消费者的同时，黄峥甚至一度被二级市场投资者推上中国首富的位置。</p>\n<p>“筑路型公司”转向</p>\n<p>归根结底，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司。而它也将自己置身于一个更大的市场里。</p>\n<p>根据艾瑞咨询的数据，前置仓即时零售的行业规模在2025年会增长到3070亿元，但如果是加上智慧菜场（2025年市场规模6000亿）和商超零售云（2025年市场规模1.9万亿），每日优鲜涉足的业务领域规模会达到近3万亿。</p>\n<p>横向对比，最相似的便是链家到<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>的转型。</p>\n<p>先从增长的视角而言，如果企业的逻辑局限在业绩怎么每年增长10%或者20%的话，往往会被思维定式困住。但假如企业自问，<b>今后业绩能不能翻10倍，就更容易找到未来的方向。</b></p>\n<p>左晖意识到了这一点，链家的业绩想要翻10倍，就必须从现在的8000家门店扩张到80000家门店，这几乎不可能。</p>\n<p>单以员工数为例，链家现有8000家门店约11万员工，假设等比例扩张10倍则是110万员工，但管理难度更是翻了不止10倍，毕竟即使是流水线式生产的富士康也才近80万员工。</p>\n<p>为此，自2018年开始，左晖集全链家之力做大贝壳。横向看，从垂直自营到平台交易，市场放大了10倍；纵向看，从买卖行为到居住服务，市场又放大了10倍，这样一来，贝壳相比链家的想象空间直接放大了100倍。</p>\n<p><b>资本市场同样肯定了贝壳的转型，上市后其市值甚至一度超过万科、融创的总和。</b></p>\n<p>在2020年的链家19周年年会上，左晖感慨道：“我们做的这些事情，其实很多是花很大的成本，很多在今天根本就见不到效果，我们为什么还要做呢？我们希望因为有我们存在，让这个行业变得有些不一样。”</p>\n<p>每日优鲜的故事与此如出一辙。生鲜电商在过去几十年的经营何其艰难，很重要的原因就是大家都被困在了同一个范式之中。通过数字化的手段优化供给侧，提升产业链的经营效率，才能创造出与长周期行业相匹配的长期价值，这是一条很少有前人尝试过的道路。</p>\n<p><img src=\"https://static.tigerbbs.com/4b1695751bd54ddd5ef5c224e29593d0\" tg-width=\"1000\" tg-height=\"672\" referrerpolicy=\"no-referrer\"></p>\n<p>张小龙在2019年的微信公开课上说： “当一个平台只是追求自身的商业利益最大化的时候，我认为它是短视的，不长久的。<b>当一个平台可以造福人的时候，它才是有生命力的。”</b></p>\n<p>若从这一视角出发，每日优鲜起码已经成为了一家有生命力的公司。脱离于行业的窠臼，<b>它放弃的也许是10%或者20%增长的可能，却收获了10倍增长的机会，这是属于商业决策的胜利，却更像是一场哲学的修行。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a5193310572601fa5c5f99f10dfd68a","relate_stocks":{"MF":"每日优鲜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105073250","content_text":"2004年，Tobias Lutke启动了自己的滑雪板项目Snowdevil，为了提升业绩，Lutke想要建立一个网络店铺，但是市场上的软件不能完全满足他们的需求。\n为此，擅长编程的 Lutke决定自己研发一种电商交易软件，这便有了Shopify这款产品的诞生。\n利用Shopify搭建的Snowdevil网店，他们在第一年就成功盈利。然而，Lutke发现，人们对Shopify平台的关注远比对他们网店的关注度更高。于是，他开始将视线转向为打造一款能够帮助人们快速搭建网店的产品，即电商独立站。\n事后来看，这无疑是一次极富远见的转型，放眼全球，滑雪服务领域的中大型企业都寥寥无几，但Shopify已悄然坐上全球电商第五的宝座，市值逾千亿美金。\n“上兵伐谋，其次伐交，其次伐兵，其下攻城。”\n关键节点的战略抉择往往决定了企业十年后的发展。近来，我们看到了又一个类似的案例。\n6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。\n\n相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，多少让人有些意外。\n每日优鲜究竟向资本市场讲了个怎样的故事？其战略变化的底层逻辑又是什么？\n数字化是基础能力\n“水大鱼小”很适合用来形容生鲜行业的现状，这其实有比较深刻的产业根源，主要决定于生鲜行业的以下几条特性：\n\n虽是高频刚需，但价格较为敏感；\n带有农产品属性，难以出现品牌溢价；\n产品无差异化，竞争激烈；\n上下游极度分散，流通链条长，渠道成本高；\n运送半径有限，冷链等基础设施不足，损耗高。\n\n生鲜的成本主要集中于租金、人工与损耗。企业若想要提高毛利，必须通过有效的手段降低这三大块成本，这是制胜的第一环。\n不过，即使单店模型跑通，将其大规模复制也并不简单。多数先行者都倒在了零售死亡谷中——即连锁零售开出很多店后，会造成管理和IT成本上升，致使亏损和负现金流的出现。\n其中很大的难点则在于管理，当企业规模小的时候，管理主要依靠人，此时人的精力足够覆盖管理半径；但企业规模扩大后，再经验丰富的管理者，也很难覆盖管理N个店面、多个环节中各类事无巨细的工作。\n每日优鲜创始人兼CEO徐正曾言：“在这个行业，生意做得越大，生鲜的成本就越难控制。只要一出现波动，损益模型的数据就变了。”\n他看到这个行业里“管得细就特别赚钱，管不细就容易赔钱”，但“赚钱的和不赚钱的，波峰差极大。”实际上波峰波谷之间的差距，就是传统意义上管理能力的差异导致的。\n想解决这一困境有两种方式：提升管理能力，或降低管理难度。殊途同归，这两种方式最后的落点，均是将流程与数据透明化，提升监管手段。\n而这正是每日优鲜的积累所在。自2014年成立以来，每日优鲜已在16个城市分布631个前置仓，GMV76亿，累计交易用户超3100万，占据前置仓即时零售领域市场份额的28%，在华北地区排名第一。据其官方资料，每日优鲜从2016年起每年在技术上投入数亿元，已经搭建了一个超500人的技术团队。\n\n丰富的数据和算法的积累和迭代，是大量传统零售企业所不具备的能力。\n艾瑞咨询数据显示，每日优鲜的库存损耗率低于其他三个主要前置仓企业的平均水平。在SKU从2018年的2200多个，翻倍到2020年的超4300个的情况下，其前置仓的整体库存周转天数却从6.1天减少到了3.8天，其中生鲜商品周转天数仅有1.8天。显然不借助数字化和技术的能力，不可能完成这样的管理能力跃迁。\n2019年，每日优鲜与腾讯智慧零售展开战略合作，打造了一套涵盖智能供应链、智能物流、智能营销的智慧零售网络（Retail AI Network，简称RAIN）。\n每日优鲜目前已实现了100%系统自动派单，超过80%的订单前置仓接受后10分钟内被送出。在使用RAIN后，98%的库存补货决策、97%的采购决策和85%的库存周转管理决策都可以由系统自动完成。\n核心能力比边界更重要\n“存地失人，人地皆失；存人失地，人地皆存。”\n徐正曾用这句话注解每日优鲜的扩张战略：地代表着公司的商业边界，人代表着公司的核心能力，“我们很容易被边界所诱惑，而忽略了能力本身。通过打边界，得到一种能力，这样的成功是可持续的。”\n因此，在成立初期，每日优鲜并没有选择冲GMV，而是把钱投入到核心竞争力上。\n在具备数字化的基础能力后，每日优鲜宣布将能力开放给传统菜市场，不仅会改造菜场的硬件设施，还会帮助菜场内的商户做包括营销、备货、CRM在内的数字化增值，并助其实现线上线下的链接。\n每日优鲜合伙人兼 CFO 王珺也提到：因为前置仓已经跑通了经济模型，所以公司有了更多的资源来做新的事。前置仓只是每日优鲜的第一步。当做前置仓不担心活下来以后，还是要想怎么样解决行业终极问题。\n企业基于过往的服务能力，将以前对内的产品开放并取得成功，这样的商业故事并不鲜见。比如能顶住双十一强大“脉冲”的阿里云足以解决大多数企业的算力需求；在京东C端严苛服务体系下成长的京东物流，基本能让所有B端商家满意。\n每日优鲜战略扩张的底层逻辑同样如此，就经营质量而言，据其招股书透露，每日优鲜前置仓业务的平均客单价为94.6元，这一客单价水平为行业第一。\n在保持高客单价的同时，每日优鲜的履约费用率（履约成本占净营收比）也逐年降低，从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）同样位居行业第一。\n简而言之，作为刚需的生意，生鲜用户端的需求毋庸置疑，但只有长期的组织能力建设和精细化运营，深耕供应链，企业才可能获得真正的成长和爆发。\n每日优鲜凭借过去的积累以占据先手，如今其决定将数字化能力溢出，更像是将自己的行业最佳实践、自己的长项用在了最需要被数字化改造的零售环节上。\n（A+B）x N 大于A\n更关键的是，转型后的每日优鲜，从简单的生鲜电商切换为市场更为广阔的社区零售赛道，增长的天花板被进一步打开了。\n从数据层面来看，艾瑞咨询的数据显示，2020年，中国社区零售的规模为11.9万亿元，预计到2025年时，能够增长到15.7万亿元，这是一个远超淘宝起家的女装、京东起家的3C、美团起家的餐饮的大市场。\n而这一市场的线上化有巨大的增量空间。2020年，中国社区零售的线上化渗透率是20.9%，到了2025年，它会增长到45.5%，也就是说社区零售数字化的市场规模会达到7.2万亿元。\n这可能是中国未来增量最大、增速最快的一个线上化市场。\n在中国，太多企业在讲颠覆传统行业的故事，单以生鲜赛道为例，呆萝卜、吉及鲜、易果生鲜等号称重塑传统生鲜流通渠道的例子不胜枚举，但最终都以一地鸡毛收场，不得其法。\n国家统计局的数据显示，即使到现在，线下零售业态仍然占据70%的零售规模，其中商超和菜市场是最主要的业态。\n\n越来越多的企业意识到了这个问题。王兴就曾公开表示：“我们应该少谈颠覆，多谈一点创新。整天讲‘颠覆’是没有意义的，‘互联网＋’根本上还是要靠创新服务于各行各业，靠互联网、靠IT技术为各行各业的各个环节提升体验、提高效率、降低成本。”\n赋能传统菜市场，要比颠覆传统菜市场更符合这个市场的实际情况。\n另一大机会则在于长尾市场。除了北上广深等头部城市的创新外，让更多长尾市场的参与者搭上数字化进程，也是互联网企业的责任。在这一进程中企业自然能分得属于自己的收益。\n拼多多就是这个获益逻辑的典型。2016年前后，拼多多凭借下沉市场的海量消费者迅速崛起，大量县域城市的消费者通过拼多多首次网购。在将移动互联网的好处普及给更多消费者的同时，黄峥甚至一度被二级市场投资者推上中国首富的位置。\n“筑路型公司”转向\n归根结底，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司。而它也将自己置身于一个更大的市场里。\n根据艾瑞咨询的数据，前置仓即时零售的行业规模在2025年会增长到3070亿元，但如果是加上智慧菜场（2025年市场规模6000亿）和商超零售云（2025年市场规模1.9万亿），每日优鲜涉足的业务领域规模会达到近3万亿。\n横向对比，最相似的便是链家到贝壳的转型。\n先从增长的视角而言，如果企业的逻辑局限在业绩怎么每年增长10%或者20%的话，往往会被思维定式困住。但假如企业自问，今后业绩能不能翻10倍，就更容易找到未来的方向。\n左晖意识到了这一点，链家的业绩想要翻10倍，就必须从现在的8000家门店扩张到80000家门店，这几乎不可能。\n单以员工数为例，链家现有8000家门店约11万员工，假设等比例扩张10倍则是110万员工，但管理难度更是翻了不止10倍，毕竟即使是流水线式生产的富士康也才近80万员工。\n为此，自2018年开始，左晖集全链家之力做大贝壳。横向看，从垂直自营到平台交易，市场放大了10倍；纵向看，从买卖行为到居住服务，市场又放大了10倍，这样一来，贝壳相比链家的想象空间直接放大了100倍。\n资本市场同样肯定了贝壳的转型，上市后其市值甚至一度超过万科、融创的总和。\n在2020年的链家19周年年会上，左晖感慨道：“我们做的这些事情，其实很多是花很大的成本，很多在今天根本就见不到效果，我们为什么还要做呢？我们希望因为有我们存在，让这个行业变得有些不一样。”\n每日优鲜的故事与此如出一辙。生鲜电商在过去几十年的经营何其艰难，很重要的原因就是大家都被困在了同一个范式之中。通过数字化的手段优化供给侧，提升产业链的经营效率，才能创造出与长周期行业相匹配的长期价值，这是一条很少有前人尝试过的道路。\n\n张小龙在2019年的微信公开课上说： 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Text":"s","text":"s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805433210","repostId":"1182813200","repostType":2,"repost":{"id":"1182813200","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627895447,"share":"https://www.laohu8.com/m/news/1182813200?lang=&edition=full","pubTime":"2021-08-02 17:10","market":"us","language":"en","title":"Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know","url":"https://stock-news.laohu8.com/highlight/detail?id=1182813200","media":"Benzinga","summary":"U.S.-listed Chinese electric vehicle makerNio IncNIO 0.06%deliveries more than doubled in the month ","content":"<p>U.S.-listed Chinese electric vehicle maker<b>Nio Inc</b>NIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers <b>Xpeng Inc</b> XPEV 0.2% and <b>Li Auto</b> LI.</p>\n<p><b>What Happened:</b> The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.</p>\n<p>The split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.</p>\n<p>The company has cumulatively delivered 125,528 vehicles as of July.</p>\n<p>Rival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.</p>\n<p><b>Why It Matters:</b> In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.</p>\n<p>Despite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.</p>\n<p>For Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such as<b>Tesla Inc</b>TSLAand<b>Volkswagen AG</b>VWAGY. The company aims to begin deliveries in Norway from September.</p>\n<p><b>Price Action:</b> Nio shares closed 4.83% higher at $44.68 on Friday.</p>\n<p>Nio shares fell over 1% in premarket trading, at the same time, <b>Li Auto</b> and <b>Xpeng Inc</b> rose over 4% .<img src=\"https://static.tigerbbs.com/2873ab006d0e3a4be6d8d97aebb351d3\" tg-width=\"306\" tg-height=\"128\" width=\"100%\" height=\"auto\"></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>Nio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know</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{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNio July Deliveries Surge 125% But Fall Below Those Of Rivals Xpeng, Li: What You Should Know\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-02 17:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>U.S.-listed Chinese electric vehicle maker<b>Nio Inc</b>NIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers <b>Xpeng Inc</b> XPEV 0.2% and <b>Li Auto</b> LI.</p>\n<p><b>What Happened:</b> The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.</p>\n<p>The split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.</p>\n<p>The company has cumulatively delivered 125,528 vehicles as of July.</p>\n<p>Rival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.</p>\n<p><b>Why It Matters:</b> In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.</p>\n<p>Despite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.</p>\n<p>For Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such as<b>Tesla Inc</b>TSLAand<b>Volkswagen AG</b>VWAGY. The company aims to begin deliveries in Norway from September.</p>\n<p><b>Price Action:</b> Nio shares closed 4.83% higher at $44.68 on Friday.</p>\n<p>Nio shares fell over 1% in premarket trading, at the same time, <b>Li Auto</b> and <b>Xpeng Inc</b> rose over 4% .<img src=\"https://static.tigerbbs.com/2873ab006d0e3a4be6d8d97aebb351d3\" tg-width=\"306\" tg-height=\"128\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182813200","content_text":"U.S.-listed Chinese electric vehicle makerNio IncNIO 0.06%deliveries more than doubled in the month of July on a year-on-year basis but fell short of homegrown peers Xpeng Inc XPEV 0.2% and Li Auto LI.\nWhat Happened: The Shanghai-headquartered EV maker delivered 7,931 vehicles in July, up about 124.5% when compared with the year-ago number but a 1.8% decline from June, when sales picked up pace sharply sequentially despite the ongoing global semiconductor shortage.\nThe split for July was 1,702 six-seater and seven-seater ES8 SUVs, 3,669 five-seater ES6s and 2,560 five-seater EC6 coupe models.\nThe company has cumulatively delivered 125,528 vehicles as of July.\nRival Xpeng delivered 8,040 vehicles in China, a jump of 228% year-over-year and a rise of 22% over last month's numbers while Li Auto reported a 251.3% jump to 8,589 deliveries for the month of July.\nWhy It Matters: In March, Nio was forced to halt production at its Hefei manufacturing plant for five working days starting March 29. The company had in May said sales were adversely hurt for several days due to the volatile semiconductor supply and certain logistical adjustments.\nDespite challenges amid plans to begin deliveries in Norway, Nio has reiterated the delivery guidance of 21,000 to 22,000 vehicles in the second quarter of 2021.\nFor Nio, Norway will play out to be a gateway to expand into other countries in Europe where it will compete with bigger and established rivals such asTesla IncTSLAandVolkswagen AGVWAGY. The company aims to begin deliveries in Norway from September.\nPrice Action: Nio shares closed 4.83% higher at $44.68 on Friday.\nNio shares fell over 1% in premarket trading, at the same time, Li Auto and Xpeng Inc rose over 4% .","news_type":1},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":892537223,"gmtCreate":1628671376162,"gmtModify":1633745230932,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"Hhjj","listText":"Hhjj","text":"Hhjj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892537223","repostId":"1183916574","repostType":2,"isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807534677,"gmtCreate":1628042898499,"gmtModify":1633754109007,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"ssna","listText":"ssna","text":"ssna","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807534677","repostId":"2156178023","repostType":4,"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807535664,"gmtCreate":1628042859758,"gmtModify":1633754109715,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"z","listText":"z","text":"z","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807535664","repostId":"1145381209","repostType":4,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803158254,"gmtCreate":1627429334378,"gmtModify":1633765162818,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803158254","repostId":"1188451654","repostType":4,"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183820345,"gmtCreate":1623322843587,"gmtModify":1634034602092,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"q","listText":"q","text":"q","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183820345","repostId":"1105073250","repostType":4,"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183867030,"gmtCreate":1623322790920,"gmtModify":1634034602332,"author":{"id":"3570869413962737","authorId":"3570869413962737","name":"生活没有压力","avatar":"https://static.tigerbbs.com/f3e449af0e7f27e5d9f8527d394fb0c0","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570869413962737","idStr":"3570869413962737"},"themes":[],"htmlText":"w","listText":"w","text":"w","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183867030","repostId":"1155910415","repostType":4,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
