飞天揽月的个人主页 - 老虎社区

飞天揽月

飞天揽月

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IP属地：吉林

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7主题

0勋章

2021-03-11

又亏了！亏的挺严重啊

2021-03-11

真跌啊！跌成这样了还不出手吗？

2021-03-09

要是能把农村种的蔬菜在网上卖到城里，再有像美团一样的骑手配送，我感觉肯定是个很好的营销手段

“不当竞争”遭监管处罚拼多多的“刀”到底砍向了谁？

2021-02-10

$陌陌(MOMO)$收货还是不错的

2021-02-10

我是新人刚进来！挺高兴的！希望以后的日子里，能有个好的开始

2021-02-07

我是新来的小白，还不懂怎么投呢！得多多看帖子学习了！

2021-02-06

持续关注这只股票，感觉还是不错的！

去老虎APP查看更多动态

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07:22","market":"sh","language":"zh","title":"“不当竞争”遭监管处罚 拼多多的“刀”到底砍向了谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=2117654953","media":"投资者网","summary":"“魔幻”的拼团模式说起拼多多，第一个想到的就是拼团购物了。不过，走得过快也给拼多多埋下了不少“隐患”。监管再泼冷水值得注意的是，3月3日，包括多多买菜、橙心优选、美团优选等社区平台因不当市场价格竞争被市监局合计罚款650万元 。2020年12月22日，市监局联合商务部在指导会上也提出，互联网平台企业应严格遵守有关不当市场竞争的“九不得”。","content":"<html><body><div><img src=\"http://k.sinaimg.cn/n/tech/transform/212/w630h382/20210308/5442-kkxpcze5364137.jpg/w720fin.jpg\"/></div><blockquote><p>曾靠“低价”火遍大街小巷的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>在迅速扩张后瓶颈已现，新试水的“买菜”业务在社区团购的火热赛道中亦面临激烈的竞争，近期，监管层的重拳出击更为其前景添上了一抹阴影</p></blockquote><p>《思维财经》仨水</p><p>最近，一部名为《赘婿》的商战题材古装剧火了，而拼多多（PDD.O）、<a href=\"https://laohu8.com/S/002024\">苏宁易购</a>等电商平台也跟着“蹭”了波热度。</p><p>在剧中，男主角为帮助卖布，设计出一个名为“拼刀刀”的促销活动：每个人可以喊最多5个好友砍价，人们只需用剪刀投掷转盘，砍中的价格可以累计减掉，最高可免单，还能送货上门。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/113/w550h363/20210308/1b64-kkxpcze5364342.png/w720fin.jpg\"/><span>来源：公开资料</span></div><p>熟悉的“砍价”配方，只是换了场景和年代。在被cue到后不久，拼多多便让关联公司抢注了“拼刀刀”商标，内容涉及广告销售、教育娱乐等。</p><p>对此，有网友建议，不仅是拼刀刀，还可以有拼剑剑、拼棍棍等中国十八般武器。也有网友认为，拼刀刀这个名字恰到好处，因为它总能让人们“砍上一刀”。</p><p>“魔幻”的拼团模式</p><p>说起拼多多，第一个想到的就是拼团购物了。2015年，这个让人们感到非常“划算”的购物模式开始火爆，并在2016年风靡一时，到了2018年已红遍大街小巷。而这也催生了以人际网络为基础的社交电商。</p><p>作为社交电商的头部玩家，拼多多从2015年成立到2018年上市，仅用了不到3年时间，而<a href=\"https://laohu8.com/S/JD\">京东</a>用了10年，淘宝则用了14年。相较于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、京东等传统电商向中高端市场转型，拼多多则主打低价单品爆款，更多面向下沉市场。</p><p>再加上微信巨大流量的支持，拼多多的市场迅速扩大，从三四线<a href=\"https://laohu8.com/S/C09.SI\">城市发展</a>到一二线，一跃成为电商界“黑马”。2016年、2017年，“砍价”、“拼团”等玩法成为主流，也为拼多多积累了巨量用户。</p><p>根据QuestMobile最新统计数据显示，在今年2月12日农历新年当天，拼多多日活跃用户高达2.59亿，首次超越手机淘宝App。不过，走得过快也给拼多多埋下了不少“隐患”。</p><p>直至去年前三季度，营收超百亿的拼多多才扭亏为盈，归母净利润达4.66亿元。同期，拼多多的的交易额（GMV）同比增速分别为108%、79%和73%，平均月活用户的同比增速分别为68%、55%和50%，增长速度持续放缓。</p><p>为获取流量，拼多多的手法比较激进，也引起消费者大量投诉。某消费者投诉平台显示，有关拼多多的投诉多达20万条，而京东、淘宝有超10万条，美团则不到5万条。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/398/w502h696/20210308/6e14-kkxpcze5364378.png/w720fin.jpg\"/><span>来源：黑猫投诉平台</span></div><p>虽然这一情况近期已有所好转，但其产品以低价取胜的形象或已深入人心。而其在高端化战略路线上屡屡碰壁便能佐证这一点。据《思维财经》了解，拼多多凭着“百亿补贴”在成功“营销”了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>手机后，又打起<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>的主意，效果并不理想。</p><p>对此，业内人士曾分析，这些大品牌之所以不愿和拼多多扯上关系，一是担心损失高端形象，拉低自身的档次；第二是怕影响定价权，如果产品在其他平台卖得过分便宜，那就是干预了公司的定价权，甚至影响到其既定的价格体系。</p><p>愈演愈烈的社区团购战</p><p>去年，在疫情的刺激下，线上生鲜社区拼团一下火了，成为了小区里男女老少买菜的新方式。虽然痛点犹在、盈利前景不明，却依旧得到了相当多的资本加持。</p><p>据企查查《2020年社区团购投融资数据报告》显示，2020年社区团购公开融资事件达19起，融资金额高达171.7亿元，同比增长356.3%，创下历史新高。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/360/w537h623/20210308/e9d2-kkxpcze5364437.png/w720fin.jpg\"/></div><p>对于这个风口，拼多多自然也不会落下。去年8月，拼多多成立了自己的社区团购平台“多多买菜”，目前，该领域已有包括阿里、美团、苏宁、京东甚至滴滴、快手等互联网巨头的加入。</p><p>今年以来，各大互联网巨头也纷纷将目光瞄向一线城市：1月12日，拼多多旗下多多买菜正式在上海开业；1月18日，滴滴旗下橙心优选携程维“投入不设上限”的气势在北京“开局”；1月25日，美团旗下美团优选杀入北京。</p><p>虽然目前三四线城市仍是社区团购的主战场，但有机构预测，到2022年市场规模将会超千亿元，而各大巨头不仅将悉数入局，还会将社区团购“战火”带到一线城市。</p><p>监管再泼冷水</p><p>值得注意的是，3月3日，包括多多买菜、橙心优选、美团优选等社区平台因不当市场价格竞争被市监局合计罚款650万元 。</p><p>经调查，上述5家平台存在以下行为：一是通过巨额补贴，存在以低于进货成本销售商品的“低价倾销”行为。二是利用价格欺诈手段，诱骗消费者与其进行交易。</p><p>其中，除了食享会只被认为有价格欺诈的行为被罚款50万元外，橙心优选、多多买菜、美团优选、十荟团既涉嫌低价倾销也涉嫌价格欺诈，各被罚150万元。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/167/w550h417/20210308/0706-kkxpcze5364495.png/w720fin.jpg\"/><span>来源：市场监管总局</span></div><p>至于上述企业为何被处以顶格罚款，市监局相关负责人曾表示：一是违法行为对正常市场竞争秩序影响比较大；二是违法行为社会危害后果比较严重；三是违法行为情节比较恶劣。</p><p>事实上，对于社区团购，官媒此前便曾喊话称，别只惦记着几捆白菜、几斤水果的流量。2020年12月22日，市监局联合商务部在指导会上也提出，互联网平台企业应严格遵守有关不当市场竞争的“九不得”。</p><p>不过，在相关部门明令禁止后，公司旗下的“多多买菜”上很多产品依旧高买低卖，如进价50元的商品，多多买菜常常以40元卖出，据相关媒体报道，在多多买菜购买的车厘子、鸡蛋等商品，比零售店便宜50%左右。 </p><p>目前，“多多买菜”已经进入超过200个城市及地区，并呈现出领先同行的态势，但亦有观点认为，相比美团、京东的京东物流、阿里的菜鸟网络等平台的骑手如云，拼多多的配送体系还显得火候不足。</p><div><img src=\"http://k.sinaimg.cn/n/tech/crawl/656/w395h261/20210308/cdac-kkxpcze5364547.jpg/w720fin.jpg\"/><span>来源：公开资料</span></div><p>对于上述问题，《思维财经》向拼多多求证，不过目前并未得到回复。其实，无论是电商业务还是新的社区团购业务，拼多多都解决了消费者共同的痛点，那就是“便宜”，但对于企业来说，靠“赔本赚吆喝”引来了越来越多的消费者之后，如何解决盈利的难题？一旦价格优势不复存在，又如何解决价格敏感型的消费者可能随时流失的问题？</p><p>水能载舟亦能覆舟，社区团购靠价格战迅速引来了巨量用户，然后呢？（思维财经出品）■</p></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>“不当竞争”遭监管处罚 拼多多的“刀”到底砍向了谁？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“不当竞争”遭监管处罚 拼多多的“刀”到底砍向了谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 07:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-08/doc-ikknscsh9122404.shtml><strong>投资者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>曾靠“低价”火遍大街小巷的拼多多在迅速扩张后瓶颈已现，新试水的“买菜”业务在社区团购的火热赛道中亦面临激烈的竞争，近期，监管层的重拳出击更为其前景添上了一抹阴影《思维财经》仨水最近，一部名为《赘婿》的商战题材古装剧火了，而拼多多（PDD.O）、苏宁易购等电商平台也跟着“蹭”了波热度。在剧中，男主角为帮助卖布，设计出一个名为“拼刀刀”的促销活动：每个人可以喊最多5个好友砍价，人们只需用剪刀投掷转盘，...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-08/doc-ikknscsh9122404.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/75a495ea6a2b99a896e87eba4430367e","relate_stocks":{"PDD":"拼多多"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-03-08/doc-ikknscsh9122404.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117654953","content_text":"曾靠“低价”火遍大街小巷的拼多多在迅速扩张后瓶颈已现，新试水的“买菜”业务在社区团购的火热赛道中亦面临激烈的竞争，近期，监管层的重拳出击更为其前景添上了一抹阴影《思维财经》仨水最近，一部名为《赘婿》的商战题材古装剧火了，而拼多多（PDD.O）、苏宁易购等电商平台也跟着“蹭”了波热度。在剧中，男主角为帮助卖布，设计出一个名为“拼刀刀”的促销活动：每个人可以喊最多5个好友砍价，人们只需用剪刀投掷转盘，砍中的价格可以累计减掉，最高可免单，还能送货上门。来源：公开资料熟悉的“砍价”配方，只是换了场景和年代。在被cue到后不久，拼多多便让关联公司抢注了“拼刀刀”商标，内容涉及广告销售、教育娱乐等。对此，有网友建议，不仅是拼刀刀，还可以有拼剑剑、拼棍棍等中国十八般武器。也有网友认为，拼刀刀这个名字恰到好处，因为它总能让人们“砍上一刀”。“魔幻”的拼团模式说起拼多多，第一个想到的就是拼团购物了。2015年，这个让人们感到非常“划算”的购物模式开始火爆，并在2016年风靡一时，到了2018年已红遍大街小巷。而这也催生了以人际网络为基础的社交电商。作为社交电商的头部玩家，拼多多从2015年成立到2018年上市，仅用了不到3年时间，而京东用了10年，淘宝则用了14年。相较于阿里巴巴、京东等传统电商向中高端市场转型，拼多多则主打低价单品爆款，更多面向下沉市场。再加上微信巨大流量的支持，拼多多的市场迅速扩大，从三四线城市发展到一二线，一跃成为电商界“黑马”。2016年、2017年，“砍价”、“拼团”等玩法成为主流，也为拼多多积累了巨量用户。根据QuestMobile最新统计数据显示，在今年2月12日农历新年当天，拼多多日活跃用户高达2.59亿，首次超越手机淘宝App。不过，走得过快也给拼多多埋下了不少“隐患”。直至去年前三季度，营收超百亿的拼多多才扭亏为盈，归母净利润达4.66亿元。同期，拼多多的的交易额（GMV）同比增速分别为108%、79%和73%，平均月活用户的同比增速分别为68%、55%和50%，增长速度持续放缓。为获取流量，拼多多的手法比较激进，也引起消费者大量投诉。某消费者投诉平台显示，有关拼多多的投诉多达20万条，而京东、淘宝有超10万条，美团则不到5万条。来源：黑猫投诉平台虽然这一情况近期已有所好转，但其产品以低价取胜的形象或已深入人心。而其在高端化战略路线上屡屡碰壁便能佐证这一点。据《思维财经》了解，拼多多凭着“百亿补贴”在成功“营销”了苹果手机后，又打起特斯拉、贵州茅台的主意，效果并不理想。对此，业内人士曾分析，这些大品牌之所以不愿和拼多多扯上关系，一是担心损失高端形象，拉低自身的档次；第二是怕影响定价权，如果产品在其他平台卖得过分便宜，那就是干预了公司的定价权，甚至影响到其既定的价格体系。愈演愈烈的社区团购战去年，在疫情的刺激下，线上生鲜社区拼团一下火了，成为了小区里男女老少买菜的新方式。虽然痛点犹在、盈利前景不明，却依旧得到了相当多的资本加持。据企查查《2020年社区团购投融资数据报告》显示，2020年社区团购公开融资事件达19起，融资金额高达171.7亿元，同比增长356.3%，创下历史新高。对于这个风口，拼多多自然也不会落下。去年8月，拼多多成立了自己的社区团购平台“多多买菜”，目前，该领域已有包括阿里、美团、苏宁、京东甚至滴滴、快手等互联网巨头的加入。今年以来，各大互联网巨头也纷纷将目光瞄向一线城市：1月12日，拼多多旗下多多买菜正式在上海开业；1月18日，滴滴旗下橙心优选携程维“投入不设上限”的气势在北京“开局”；1月25日，美团旗下美团优选杀入北京。虽然目前三四线城市仍是社区团购的主战场，但有机构预测，到2022年市场规模将会超千亿元，而各大巨头不仅将悉数入局，还会将社区团购“战火”带到一线城市。监管再泼冷水值得注意的是，3月3日，包括多多买菜、橙心优选、美团优选等社区平台因不当市场价格竞争被市监局合计罚款650万元 。经调查，上述5家平台存在以下行为：一是通过巨额补贴，存在以低于进货成本销售商品的“低价倾销”行为。二是利用价格欺诈手段，诱骗消费者与其进行交易。其中，除了食享会只被认为有价格欺诈的行为被罚款50万元外，橙心优选、多多买菜、美团优选、十荟团既涉嫌低价倾销也涉嫌价格欺诈，各被罚150万元。来源：市场监管总局至于上述企业为何被处以顶格罚款，市监局相关负责人曾表示：一是违法行为对正常市场竞争秩序影响比较大；二是违法行为社会危害后果比较严重；三是违法行为情节比较恶劣。事实上，对于社区团购，官媒此前便曾喊话称，别只惦记着几捆白菜、几斤水果的流量。2020年12月22日，市监局联合商务部在指导会上也提出，互联网平台企业应严格遵守有关不当市场竞争的“九不得”。不过，在相关部门明令禁止后，公司旗下的“多多买菜”上很多产品依旧高买低卖，如进价50元的商品，多多买菜常常以40元卖出，据相关媒体报道，在多多买菜购买的车厘子、鸡蛋等商品，比零售店便宜50%左右。 目前，“多多买菜”已经进入超过200个城市及地区，并呈现出领先同行的态势，但亦有观点认为，相比美团、京东的京东物流、阿里的菜鸟网络等平台的骑手如云，拼多多的配送体系还显得火候不足。来源：公开资料对于上述问题，《思维财经》向拼多多求证，不过目前并未得到回复。其实，无论是电商业务还是新的社区团购业务，拼多多都解决了消费者共同的痛点，那就是“便宜”，但对于企业来说，靠“赔本赚吆喝”引来了越来越多的消费者之后，如何解决盈利的难题？一旦价格优势不复存在，又如何解决价格敏感型的消费者可能随时流失的问题？水能载舟亦能覆舟，社区团购靠价格战迅速引来了巨量用户，然后呢？（思维财经出品）■","news_type":1},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381823873,"gmtCreate":1612954431492,"gmtModify":1703767399572,"author":{"id":"3575710350106263","authorId":"3575710350106263","name":"飞天揽月","avatar":"https://static.tigerbbs.com/8c3bb58a59f5dede9a3f40cdca644ba0","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575710350106263","authorIdStr":"3575710350106263"},"themes":[],"htmlText":"<a 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