Jimmy_Lim的个人主页 - 老虎社区

Jimmy_Lim

Jimmy_Lim

一个人只有努力奋斗拼搏,才能获得事业的成功

IP属地：未知

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2021-05-26

$老虎证券(TIGR)$继续往上冲🚀🚀🚀

2021-07-10

$黑莓(BB)$继续等待您的上升🚀

2021-06-06

$TIGR 20210716 35.0 CALL(TIGR)$每日分享，老虎🐯加油🚀🚀🚀

2021-06-11

$老虎证券(TIGR)$老虎继续加油🚀🚀🚀

2021-06-05

$黑莓(BB)$下星期冲啊🚀🚀🚀

2021-05-27

$老虎证券(TIGR)$没资本就只能买模拟了[笑哭] [捂脸] [开心]

2021-05-15

$TIGR 20210618 20.0 CALL(TIGR)$老虎加油[财迷] [财迷] [财迷]

2021-07-15

$Exela Technologies, Inc.(XELA)$冲上$10

2021-06-03

$AMC院线(AMC)$往100冲🚀🚀🚀

2021-06-14

$XPEV 20220121 60.0 CALL(XPEV)$继续往60冲🚀🚀🚀

2021-06-13

$黑莓(BB)$明天继续往上冲吧🚀🚀🚀

2021-05-14

$TIGR 20210618 17.5 CALL(TIGR)$坚持再坚持

2021-05-03

$老虎证券(TIGR)$老虎今晚就靠你了

2021-07-04

$LI 20220121 40.0 CALL(LI)$🚀🚀🚀

2021-05-19

$TIGR 20210618 20.0 CALL(TIGR)$今晚继续冲🚀🚀🚀

2021-05-18

$TIGR 20210618 17.5 CALL(TIGR)$今晚冲上20🚀🚀🚀

2021-07-24

$瑞银(UBS)$每日分享

2021-07-18

$Verb Technology Co., Inc.(VERB)$[流泪]

2021-05-27

$老虎证券(TIGR)$[捂脸] [笑哭] [开心]

2021-05-24

$XPEV 20210618 45.0 CALL(XPEV)$[看涨] [看涨] [看涨]

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16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，fuboTV盘前涨超11%，财报显示，该公司Q2营收为1.31亿美元，上年同期4420万美元，同比增长196%；净亏损9490万美元，上年同期为7360万美元，同比扩大29%；每股亏损0.68美元，上年同期为2.08美元。公司上调第三季度及全年的营收及订阅用户预期。</p>\n<p><img src=\"https://static.tigerbbs.com/7115eaa941f0b5d11ff4be312f051de5\" tg-width=\"828\" tg-height=\"564\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd06fe1d5b4d7822f0f00dce97ef24e7","relate_stocks":{"FUBO":"fuboTV 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20:03","market":"us","language":"zh","title":"理想汽车：香港IPO每股发售价为118.00港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1167318372","media":"老虎资讯综合","summary":"将于2021年8月12日在联交所主板开始交易。","content":"<p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>：我们欣然宣布将国际发售及香港公开发售的最终发售价定为每股发售股份118.00港元。</p>\n<p>理想汽车：本公司A类普通股预期将于2021年8月12日在联交所主板开始交易。</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>理想汽车：香港IPO每股发售价为118.00港元</title>\n<style 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12:59","market":"us","language":"zh","title":"满帮上市，万事并没有大吉","url":"https://stock-news.laohu8.com/highlight/detail?id=1178599822","media":"蓝莓财经","summary":"6月22日，数字货运平台满帮集团在纽交所成功上市，市值近210亿美元，成为了“数字货运第一股”。\n2017年，运满满和货车帮合并组成了现在的满帮，现在更是全球最大的城际整车物流与车货匹配信息平台之一，","content":"<p>6月22日，数字货运平台满帮集团在纽交所成功上市，市值近210亿美元，成为了“数字货运第一股”。</p>\n<p>2017年，运满满和货车帮合并组成了现在的满帮，现在更是全球最大的城际整车物流与车货匹配信息平台之一，一时间风光无限。但是，上市之后的满帮，真的就万事大吉了吗？</p>\n<p>事实并非如此，要知道他的最大竞争对手福佑卡车也已经启动了IPO程序，再者还有货拉拉，滴滴等货运企业的竞争，<b>对于满帮来说，上市也只是一个新的开始，而未来面临的挑战或许也才刚刚开始。</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>1、从竞争到合并再到上市，满帮背后有多少无奈？</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p>中国作为全球最大的物流市场，数据显示，2010年全国社会物流总额125.4万亿元，占GDP的18%左右，远高于发达国家9%左右的水平。其中，运输费用占社会物流总费用的比重超过50%，可见市场之大。</p>\n<p>但与巨大的公路运输市场相对应的是，国内高度碎片化的公路运输体系，货运物流的分散经营、信息不对称极度影响物流效率。不仅是货运司机，我国在货源信息方面也十分零散，集中度低，这大大制约了公路物流效率的提高。</p>\n<p>在此背景下，移动互联网物流平台应运而生。此时除了满帮的前身货车帮和运满满之外，还有福佑卡车，罗计物流等多家互联网物流平台，形成了强强对抗的竞争格局。</p>\n<p>此时，货车帮和运满满的纷争开始了。<b>两者作为“互联网+”时代的产物，不仅打破了物流行业的信息不对称，还提升了货运行业的效率，降低了货车空驶率，可以说是开启了物流业“车货匹配”时代。</b></p>\n<p>在没有合并之前，数据截至2017年6月，运满满和货车帮的用户规模数分别为257万和175万， 两者之间的也还存在着比较大的差距，此时的货车帮已经偏离了方向，逐渐开始向后车市场转移。但他们都处于商业模式探索期，都还没打通商业闭环。</p>\n<p>而两家企业为了提高市场占有率，使出了全身解数，两个平台对用户都采用免费开放模式，来吸引流量进而打造可持续的盈利模式。通过奖励的方式鼓励货主在APP上发货，使用各种办法来提高APP装机量。</p>\n<p><b>面对同样的用户池子，吸纳大量重叠用户成为两家巨头必须正视的问题，抢夺对方用户成为货车帮和运满满的主战场。</b></p>\n<p>直到2017年11月，在经历了价格战，互怼互骂之后，杀红眼的双方突然冷静了下来，达成了战略合并，才有了现在的满帮集团。</p>\n<p>散而乱是我国公路物流的一大痛点，因为信息不对称性，标准缺失、货物破损程度高等原因，导致了我国物流业存在着较高的间接交易成本。据CIC统计，2020年中国物流总支出中约30%是由于规划和管理不善或货物损失造成的浪费支出。</p>\n<p>然而合并之后的满帮通过为道路运输实现数据赋能来推动整个物流行业高效运转，可以说极大的促进了物流货运行业的发展。</p>\n<p>而满帮也在公路货运市场的高速增长下，得到了空前的发展。数据显示，截至2020年12月31日，满帮已覆盖全国超300座城市、累计线路超10万条。2020年全年，满帮GTV（平台总交易额）达1738亿元，订单量达7170万单，实现营收25.8亿元。2021年第一季度，满帮GTV达515亿元，同比增长108%；营收8.67亿元，同比增长97.7%。</p>\n<p>然而华丽营收数字的背后却难隐净利润亏损的忧伤。招股书显示，2019-2020年，满帮集团净收入分别为24.73亿元、25.81亿元，对应的净亏损分别为15.24亿元、34.70亿元。在2021年Q1季度，净亏损1.97亿元，同比扩大211.23%。</p>\n<p>究其原因在于，<b>首先是满帮收入的核心来源相对单一，主要是货运匹配服务及增值服务两方面。其次就是支出费用占比较大。</b></p>\n<p>数据显示，2019-2020年，满帮集团销售及营销费用、行政及管理费用以及研发费用的总额分别为19.89亿元、48.06亿元，占收入的比例分别高达80.44%和186.23%。</p>\n<p>如今，满帮不仅面临着同行的竞争，同时面临着监管的挑战。在今年4月份，满帮，货拉拉等企业相继被约谈，认为他们存在着定价机制不合理、运营规则不公平、生产经营不规范、主体责任不落实等突出问题，平台部分经营行为涉嫌侵害货车司机合法权益，广大货车司机对此反映强烈。要求满帮集团、货拉拉公司要正视存在的问题，立即开展整改。</p>\n<p>同时在满帮集团招股书中，风险提示也长达56页，其中提到，司机、托运人及其他人可能引发平台犯罪、欺诈行为。</p>\n<p>满帮借着货运的东风赢得了市场，但是在发展中，也冷淡了那些支撑其发展的用户。</p>\n<p>在黑猫投诉上我们可以看到，关于满帮的投诉多达54条，关于运满满的投诉多达780条，关于货车帮的投诉多达970条。其中大多都是关于售后服务差，恶意扣钱的投诉。</p>\n<p>这也主要与满帮的运营模式有关，<b>如今满帮平台缺乏审核机制，也就是说平台无法对司机进行管控，其运输质量也很难掌控，也因此带给用户较差的体验。</b></p>\n<p>在诸多问题面前，上市给满帮画上了一个圆满的句号，但是上市对满帮来说，又是一个新的开始。</p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p><b>2、万亿市场，满帮如何突出重围？</b></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p></p>\n<p>从中国货运市场总体规模和需求量来看，这是一门空间广阔的生意。数据显示，2020年中国公路运输市场总规模达到6.2万亿元。其中，整车和零担运输作为最大的细分市场，规模达到5.3万亿元，且预计到2025年，将进一步增长至6.5万亿元。</p>\n<p>但是，在公路运输万亿级的市场规模之下，目前数字货运平台的渗透率仍旧是冰山一角：2020年数字货运平台GTV总额仅占整个公路运输市场的4%，预计2025年将增长至18%，整个市场的数字化机会巨大。</p>\n<p>天眼查数据显示，目前全国范围内共有550万家“货物运输”相关企业。从注册量上看，2019年新增87.87万家，2020年新增127.74万家，同比增长45%。由此可见，公路运输市场已经进入到了白热化竞争。</p>\n<p><b>从行业整体而言，目前国内物流总体呈现过度竞争趋势，缺乏管制，很多货车司机在面对货主物流商时没有议价能力，再加上某些物流商缺少营业资质，其信用也得不到保障，近六成司机遭遇过拖欠结款的情况，物流商代收货款跑路的事情也屡见不鲜。</b></p>\n<p>同时找货软件本身货源良莠不齐，依然存在较大信用风险，低价竞争激烈。</p>\n<p>持续的价格战是物流行业打开市场的第一步，但是随着行业利润空间被价格战压缩，单纯依靠价格竞争的边际效应下降，粗放的烧钱模式粗放的烧钱补贴模式在市场初期之后毕竟成为过去式，完善售后服务体系，转入精细化运营是现在货运企业的必经之道。</p>\n<p>如今，随着满帮的壮大，也开始寻找第二天增长曲线，先是入局同城货运，后又转进二手车市场和金融领域，不得不说，满帮迈得步子稍许大了一些。</p>\n<p>就拿同城货运来说，数据显示，2019年同城货运的市场规模为1.3万亿，但是2019全年中国同城互联网货运平台交易量仅有495亿元，虽然规模很大，但是渗透力却不高，因此也吸引了众多资本和互联网巨头入局。</p>\n<p>2020年，满帮开始向同城货运进军，来抢夺货拉拉和快狗打车的市场。但是，也在同一年，滴滴，顺丰，哈啰也宣布进入这一市场，这让同城货运市场再次热闹起来。</p>\n<p>发展至今，满帮在长途货运已经培育了较高的品牌知名度。这使得满帮在进入同城货运后本身就具有良好的品牌效应和较低的教育成本，能迅速获得市场关注。</p>\n<p>但是，这条路其实也并不好走。<b>在同城货运市场，C端需求不大且分散，难以实现规模化，而B端商户也难以创造巨大的订单需求。</b>据艾瑞咨询相关报告，在同城货运细分市场规模结构中C端和B端-快递城配加起来的业务份额不超过10%，B端业务则有着90%以上的稳定份额，由此可见，这是一场关于B端用户的生意。</p>\n<p><b>再者，就是满帮的抢单和议价都极不利于自身发展。不管是司机还是用户在这一方面都没有处于有利位置，</b>就拿满帮的竞争对手货拉拉来说，货拉拉采用的“一口价”模式，用户下单，司机抢单，由平台根据市场价格水平和供需情况定价。虽然货拉拉入局较早，但在整个同城货运市场中，货拉拉并没有在业务范畴、规模、技术、商业模式等方面占据绝对优势。</p>\n<p>而在二手车业务方面，公开数据显示，截至2020年7月底，满帮平台已累计处理卖车咨询超20万次，收录车源超28.6万。在2019年12月底，满帮二手车已经累计处理卖车咨询超7万次，收录车源近10万辆，服务商户近10万家。</p>\n<p>如今，满帮也在持续推进数字化进程。<b>对满帮来说，守护好具有优势业务的基本盘，把相应的服务体系建立完整，才能源源不断保持快速持续生长的原动力。同时，在没有完全饱和的市场上，未来还有更多服务场景与盈利模式值得探索。</b></p>","source":"lsy1590995041990","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满帮上市，万事并没有大吉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 12:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzA3OTk0MjcxMg==&mid=2647825596&idx=1&sn=938c31dc0b055845e5201b1d23727663&chksm=878df9ebb0fa70fddb3ad3bc65c77d98e489d9550d1c57f8171e4c1254e9d8239df50fd5d4ab&token=920523738&lang=zh_CN#rd><strong>蓝莓财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月22日，数字货运平台满帮集团在纽交所成功上市，市值近210亿美元，成为了“数字货运第一股”。\n2017年，运满满和货车帮合并组成了现在的满帮，现在更是全球最大的城际整车物流与车货匹配信息平台之一，一时间风光无限。但是，上市之后的满帮，真的就万事大吉了吗？\n事实并非如此，要知道他的最大竞争对手福佑卡车也已经启动了IPO程序，再者还有货拉拉，滴滴等货运企业的竞争，对于满帮来说，上市也只是一个新的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA3OTk0MjcxMg==&mid=2647825596&idx=1&sn=938c31dc0b055845e5201b1d23727663&chksm=878df9ebb0fa70fddb3ad3bc65c77d98e489d9550d1c57f8171e4c1254e9d8239df50fd5d4ab&token=920523738&lang=zh_CN#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03af5997275aedd26fa49b3d7ed68ada","relate_stocks":{"YMM":"满帮"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA3OTk0MjcxMg==&mid=2647825596&idx=1&sn=938c31dc0b055845e5201b1d23727663&chksm=878df9ebb0fa70fddb3ad3bc65c77d98e489d9550d1c57f8171e4c1254e9d8239df50fd5d4ab&token=920523738&lang=zh_CN#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178599822","content_text":"6月22日，数字货运平台满帮集团在纽交所成功上市，市值近210亿美元，成为了“数字货运第一股”。\n2017年，运满满和货车帮合并组成了现在的满帮，现在更是全球最大的城际整车物流与车货匹配信息平台之一，一时间风光无限。但是，上市之后的满帮，真的就万事大吉了吗？\n事实并非如此，要知道他的最大竞争对手福佑卡车也已经启动了IPO程序，再者还有货拉拉，滴滴等货运企业的竞争，对于满帮来说，上市也只是一个新的开始，而未来面临的挑战或许也才刚刚开始。\n\n\n\n\n\n\n\n1、从竞争到合并再到上市，满帮背后有多少无奈？\n\n\n\n\n\n\n\n中国作为全球最大的物流市场，数据显示，2010年全国社会物流总额125.4万亿元，占GDP的18%左右，远高于发达国家9%左右的水平。其中，运输费用占社会物流总费用的比重超过50%，可见市场之大。\n但与巨大的公路运输市场相对应的是，国内高度碎片化的公路运输体系，货运物流的分散经营、信息不对称极度影响物流效率。不仅是货运司机，我国在货源信息方面也十分零散，集中度低，这大大制约了公路物流效率的提高。\n在此背景下，移动互联网物流平台应运而生。此时除了满帮的前身货车帮和运满满之外，还有福佑卡车，罗计物流等多家互联网物流平台，形成了强强对抗的竞争格局。\n此时，货车帮和运满满的纷争开始了。两者作为“互联网+”时代的产物，不仅打破了物流行业的信息不对称，还提升了货运行业的效率，降低了货车空驶率，可以说是开启了物流业“车货匹配”时代。\n在没有合并之前，数据截至2017年6月，运满满和货车帮的用户规模数分别为257万和175万， 两者之间的也还存在着比较大的差距，此时的货车帮已经偏离了方向，逐渐开始向后车市场转移。但他们都处于商业模式探索期，都还没打通商业闭环。\n而两家企业为了提高市场占有率，使出了全身解数，两个平台对用户都采用免费开放模式，来吸引流量进而打造可持续的盈利模式。通过奖励的方式鼓励货主在APP上发货，使用各种办法来提高APP装机量。\n面对同样的用户池子，吸纳大量重叠用户成为两家巨头必须正视的问题，抢夺对方用户成为货车帮和运满满的主战场。\n直到2017年11月，在经历了价格战，互怼互骂之后，杀红眼的双方突然冷静了下来，达成了战略合并，才有了现在的满帮集团。\n散而乱是我国公路物流的一大痛点，因为信息不对称性，标准缺失、货物破损程度高等原因，导致了我国物流业存在着较高的间接交易成本。据CIC统计，2020年中国物流总支出中约30%是由于规划和管理不善或货物损失造成的浪费支出。\n然而合并之后的满帮通过为道路运输实现数据赋能来推动整个物流行业高效运转，可以说极大的促进了物流货运行业的发展。\n而满帮也在公路货运市场的高速增长下，得到了空前的发展。数据显示，截至2020年12月31日，满帮已覆盖全国超300座城市、累计线路超10万条。2020年全年，满帮GTV（平台总交易额）达1738亿元，订单量达7170万单，实现营收25.8亿元。2021年第一季度，满帮GTV达515亿元，同比增长108%；营收8.67亿元，同比增长97.7%。\n然而华丽营收数字的背后却难隐净利润亏损的忧伤。招股书显示，2019-2020年，满帮集团净收入分别为24.73亿元、25.81亿元，对应的净亏损分别为15.24亿元、34.70亿元。在2021年Q1季度，净亏损1.97亿元，同比扩大211.23%。\n究其原因在于，首先是满帮收入的核心来源相对单一，主要是货运匹配服务及增值服务两方面。其次就是支出费用占比较大。\n数据显示，2019-2020年，满帮集团销售及营销费用、行政及管理费用以及研发费用的总额分别为19.89亿元、48.06亿元，占收入的比例分别高达80.44%和186.23%。\n如今，满帮不仅面临着同行的竞争，同时面临着监管的挑战。在今年4月份，满帮，货拉拉等企业相继被约谈，认为他们存在着定价机制不合理、运营规则不公平、生产经营不规范、主体责任不落实等突出问题，平台部分经营行为涉嫌侵害货车司机合法权益，广大货车司机对此反映强烈。要求满帮集团、货拉拉公司要正视存在的问题，立即开展整改。\n同时在满帮集团招股书中，风险提示也长达56页，其中提到，司机、托运人及其他人可能引发平台犯罪、欺诈行为。\n满帮借着货运的东风赢得了市场，但是在发展中，也冷淡了那些支撑其发展的用户。\n在黑猫投诉上我们可以看到，关于满帮的投诉多达54条，关于运满满的投诉多达780条，关于货车帮的投诉多达970条。其中大多都是关于售后服务差，恶意扣钱的投诉。\n这也主要与满帮的运营模式有关，如今满帮平台缺乏审核机制，也就是说平台无法对司机进行管控，其运输质量也很难掌控，也因此带给用户较差的体验。\n在诸多问题面前，上市给满帮画上了一个圆满的句号，但是上市对满帮来说，又是一个新的开始。\n\n\n\n\n\n\n\n2、万亿市场，满帮如何突出重围？\n\n\n\n\n\n\n\n从中国货运市场总体规模和需求量来看，这是一门空间广阔的生意。数据显示，2020年中国公路运输市场总规模达到6.2万亿元。其中，整车和零担运输作为最大的细分市场，规模达到5.3万亿元，且预计到2025年，将进一步增长至6.5万亿元。\n但是，在公路运输万亿级的市场规模之下，目前数字货运平台的渗透率仍旧是冰山一角：2020年数字货运平台GTV总额仅占整个公路运输市场的4%，预计2025年将增长至18%，整个市场的数字化机会巨大。\n天眼查数据显示，目前全国范围内共有550万家“货物运输”相关企业。从注册量上看，2019年新增87.87万家，2020年新增127.74万家，同比增长45%。由此可见，公路运输市场已经进入到了白热化竞争。\n从行业整体而言，目前国内物流总体呈现过度竞争趋势，缺乏管制，很多货车司机在面对货主物流商时没有议价能力，再加上某些物流商缺少营业资质，其信用也得不到保障，近六成司机遭遇过拖欠结款的情况，物流商代收货款跑路的事情也屡见不鲜。\n同时找货软件本身货源良莠不齐，依然存在较大信用风险，低价竞争激烈。\n持续的价格战是物流行业打开市场的第一步，但是随着行业利润空间被价格战压缩，单纯依靠价格竞争的边际效应下降，粗放的烧钱模式粗放的烧钱补贴模式在市场初期之后毕竟成为过去式，完善售后服务体系，转入精细化运营是现在货运企业的必经之道。\n如今，随着满帮的壮大，也开始寻找第二天增长曲线，先是入局同城货运，后又转进二手车市场和金融领域，不得不说，满帮迈得步子稍许大了一些。\n就拿同城货运来说，数据显示，2019年同城货运的市场规模为1.3万亿，但是2019全年中国同城互联网货运平台交易量仅有495亿元，虽然规模很大，但是渗透力却不高，因此也吸引了众多资本和互联网巨头入局。\n2020年，满帮开始向同城货运进军，来抢夺货拉拉和快狗打车的市场。但是，也在同一年，滴滴，顺丰，哈啰也宣布进入这一市场，这让同城货运市场再次热闹起来。\n发展至今，满帮在长途货运已经培育了较高的品牌知名度。这使得满帮在进入同城货运后本身就具有良好的品牌效应和较低的教育成本，能迅速获得市场关注。\n但是，这条路其实也并不好走。在同城货运市场，C端需求不大且分散，难以实现规模化，而B端商户也难以创造巨大的订单需求。据艾瑞咨询相关报告，在同城货运细分市场规模结构中C端和B端-快递城配加起来的业务份额不超过10%，B端业务则有着90%以上的稳定份额，由此可见，这是一场关于B端用户的生意。\n再者，就是满帮的抢单和议价都极不利于自身发展。不管是司机还是用户在这一方面都没有处于有利位置，就拿满帮的竞争对手货拉拉来说，货拉拉采用的“一口价”模式，用户下单，司机抢单，由平台根据市场价格水平和供需情况定价。虽然货拉拉入局较早，但在整个同城货运市场中，货拉拉并没有在业务范畴、规模、技术、商业模式等方面占据绝对优势。\n而在二手车业务方面，公开数据显示，截至2020年7月底，满帮平台已累计处理卖车咨询超20万次，收录车源超28.6万。在2019年12月底，满帮二手车已经累计处理卖车咨询超7万次，收录车源近10万辆，服务商户近10万家。\n如今，满帮也在持续推进数字化进程。对满帮来说，守护好具有优势业务的基本盘，把相应的服务体系建立完整，才能源源不断保持快速持续生长的原动力。同时，在没有完全饱和的市场上，未来还有更多服务场景与盈利模式值得探索。","news_type":1},"isVote":1,"tweetType":1,"viewCount":494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159104691,"gmtCreate":1624945646413,"gmtModify":1631885416907,"author":{"id":"3581248195467606","authorId":"3581248195467606","name":"Jimmy_Lim","avatar":"https://static.tigerbbs.com/5ceafce63702cf6380a94cf3f2b95a6c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581248195467606","authorIdStr":"3581248195467606"},"themes":[],"htmlText":"<a 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