别致别致的个人主页 - 老虎社区

别致别致

别致别致

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IP属地：山西

16关注

0粉丝

2主题

0勋章

2021-10-29

$环球新材国际(06616)$就知道你要飞，买在了地位[开心] [开心]

2021-09-10

16:00就买了，到现在不死不活的，

2021-09-10

16:00就买了，到现在不死不活的

2021-08-11

$理想汽车-W(02015)$知道它就不行

2021-08-11

知道它就不行

2021-08-11

$联合保健产品(AHPI)$今天还敢下手吗

2021-08-11

今天还敢下手吗？

2021-08-11

今天还敢下手吗？

2021-08-09

$SOS Limited(SOS)$玩了个寂寞

2021-08-06

$Microvast Holdings, Inc.(MVST)$卖早了，但是也开心

2021-08-06

$Microvast Holdings, Inc.(MVST)$希望今天有收获

2021-07-31

呵呵，坑死人。

@小虎AV:每日优鲜的创始人兼CEO徐正，他以“3年长成独角兽，我凭什么让腾讯连投四次？”为题做了分享。$每日优鲜(MF)$ $腾讯控股(00700)$ 1、以自身经历讲述了创业的艰苦。2、每日优鲜成就背后的故事。

2021-07-30

$Xenetic Biosciences Inc(XBIO)$卖港卖了就跌了。开心😄。

2021-07-14

能涨吗？希望有肉吃

2021-07-12

破发好不好

抱歉，原内容已删除

2021-07-08

呵呵

抱歉，原内容已删除

2021-06-28

每日坑人

抱歉，原内容已删除

2021-06-23

叮咚一下，菜就来了，方便快捷，暖润心❤

2021-06-23

愿越来越好

2021-06-23

晒单希望可以中

去老虎APP查看更多动态

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4300种。上市之后，每日优鲜的故事可能才刚刚展开。</p><p>首创前置仓模式 战略升级至(A+B)×N</p><p>每日优鲜以生鲜电商为起点，并逐步拓展至整个社区零售市场。</p><p>据艾瑞报告，2020年，中国社区零售规模11.9万亿，预计到2025年可以  增长至15.7万亿。而截至2020年社区零售线上化渗透率只有20.9%，未来还有很大提升空间，预计到2025年数字化社区零售市场规模将达到7.2万亿。</p><p>智通财经APP了解到，生鲜电商不同于传统商品电商，其对于公司产品采购、仓储、物流都有极高要求，消费者对于新鲜度要求也比较高。这对于企业而言，传统的电商模式很难跑通。</p><p>每日优鲜首创前置仓模式，前置仓指企业内部仓储物流系统中，离门店最近，最前置的物流仓储节点。生鲜物流行业中主要是指深入社区的终端式仓库。前置仓模式深入社区，可以覆盖周边3公里范围的消费者，配送时效高。</p><p>截至目前其在全国16个城市建立了631个前置仓，可以有效触达终端消费者，做到及时达的目的。该模式得到许多其他同行参与者的跟随，如美团买菜、叮咚买菜、朴朴超市等。</p><p>而除了前置仓模式，市场上还同时存在多种生鲜电商模式，目前竞争也较为激烈。不过在其他企业还在为商业模式、融资扩张的时候，每日优鲜再次率先进行业务的战略升级，布局社区零售更广泛的市场。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210708/1625705900178800.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1625705900178800.png\"/></p><p>据招股书披露，中国社区零售规模巨大，但是因为幅员辽阔、有不同的城市、不同的消费群体、不同的消费需求，因此中国的社区零售业存在多元化、极度碎片化的特点。比如，同一个城市里，既有超市、便利店，又有菜市场、电商，没有一个模式能够占据绝对的主导地位。</p><p>单一模式未来发展空间有限，未来每日优鲜将在不同城市面对不同的消费者，提供不同的业态，除了前置仓模式做即时零售，也会改造传统菜市场。另外公司不局限在自营，通过SaaS平台，赋能其他参与者。</p><p>这也就是其将业务战略升级至(A+B)×N的核心原因。A也即前置仓即时零售，B即智慧菜场，N即零售云。未来将从生鲜领域拓展至社区零售，从一二线城市到覆盖多线城市，多元化布局业务生态和消费者群体，并通过数字化赋能其他企业，实现垂直电商到平台化的转变。</p><p>B：智慧菜场 与商户共同成长</p><p>每日优鲜已经引领了前置仓即时零售并占据了重要位置，这也是公司的基本盘，而智慧菜场则进一步打开了业务的天花板。</p><p>传统菜市场具备生鲜品种丰富、便于亲自挑选掌控品质以及熟人社交功能，因此很长时间难以被取代。2020年，中国菜市场生鲜零售占整体生鲜零售的56%，菜市场规模超过了3万亿。</p><p>不过随着市场规模的扩大，以及政府、企业等各方力量推动优质菜场“触网”，我国智慧菜场发展已从探索期步入发展期。艾瑞预计，中国智慧菜场市场规模将由2020年的138亿提升至2025年的6004亿，整体渗透率则会从2020年的0.4%快速提升至2025年的14.6%。</p><p>传统菜场不仅具有极高的商业价值，而且也有重要的用户价值和社会价值。其拥有巨大且稳定的客流量，根据艾瑞咨询数据，菜市场用户每个人每月的菜场购物频次为15次。</p><p>对于每日优鲜来说，其介入传统菜场的方式包括1.改造场地与硬件、优化商户组合并引入新业态;2.  为商户提供包括电子支付、在线营销、CRM工具和业务规划在内的全流程SaaS服务包，提升菜场数字化水平;3.  帮助商户开拓线上电商渠道，建立线上私域流量，增加收入。</p><p>通过这种方式，不仅可以改善菜场的硬件环境，而且可以提升消费者的购物体验以及商户的销售体验，还可以增加销售收入。每日优鲜则通过租金、SaaS年费和GMV佣金形成商业闭环。</p><p>与传统模式中简单的租赁方式不同，每日优鲜是市场的真正经营者，旨在与商户共同成长，而且开发方式包含了硬件+软件+全渠道的立体式改造，加上其数字化的核心能力，达到降本增效的目的。</p><p>N：零售云 全渠道赋能降本增效</p><p>智通财经APP了解到，在搭建前置仓即时零售的过程中，每日优鲜基于深耕生鲜零售市场多年的经验和积累的数据，携手腾讯智慧零售开展智慧合作，发力零售数字化运营能力，形成了一套<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>决策系统，即智能零售网络(RAIN)，其主要包括智慧供应链、智慧物流和智慧营销三部分。</p><p>经过多年迭代，公司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。而RAIN的适用，也显著降低了公司的运营成本，如1.8  天的生鲜产品周转天数，履约费用率从2018年的34.9%降至2020年的25.7%，运营费用率三年内降低了25.8个百分点，毛利率则从2018年的8.6%增至2020年的19.4%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210708/1625705913679213.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1625705913679213.png\"/></p><p>不仅如此，每日优鲜也持续关注有效用户(扣除优惠券等补贴后能带来收益的客户)的获取和维系，2020年有效用户已达到867.6万人，有效用户GMV创造占总GMV的81%，推动毛利提升。与此同时，每日优鲜前置仓业务平均客单价94.6元，位于行业第一。这背后是其4300款商品极速达、20000多款商品次日达的丰富SKU带来的交叉销售。</p><p>而零售云是一个面向社区零售行业的SaaS化平台，是每日优鲜数字化运营核心能力(即智慧零售网络RAIN)的外溢。从长期看，社区零售行业存在长链条、高损耗、低毛利的特点，降本增效才是让企业实现盈利、长期健康发展的关键因子。以人工智能、大数据为代表的技术，可以通过赋能零售全链条来降本增效。</p><p>每日优鲜于2021年启动零售云业务，旨在通过智能<a href=\"https://laohu8.com/S/300959\">线上线下</a>全渠道营销、智能供应链管理和门店到家能力，赋能超市、菜市场和本地零售商等广泛的社区零售参与者，帮助他们以数字化方式快速启动并高效运营自身业务。</p><p>零售云解决方案包括智慧供应链、智慧物流、智慧营销、智慧门店等，帮助客户梳理零售业务模式和业务流程，探索新盈利模式和盈利增长点，以“社区零售到家业务”为起点，智能化运营升级，重塑产业链、价值链。</p><p>区别于一般的数字化赋能，零售云采取去中心化的方式，在中后台帮助商家搭建数字化体系，商家仍然拥有自身私域流量;并且每日优鲜零售云是基于自身多年行业深耕形成的实践经验，更加具备实际可操作性;另外零售云的AI化程度更高，可以最大程度解放商家双手;值得一提的是，零售云涉及的是全流程，而不仅仅是用户端的优化。</p><p>全链条的赋能，不仅实现了社区零售生态行业的降本增效，也为每日优鲜在扎根一二线城市之后，进一步拓展市场下沉方面铺平了道路。不论是从商业模式，还是消费场景的拓展，每日优鲜都继续引领着行业的发展。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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美股新股解读︱每日优鲜(MF.US)：从前置仓到数字化赋能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 08:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/509613.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为民生消费的刚需行业，社区零售行业规模有着万亿级别的市场空间，2020年中国社区零售市场规模达到11.9万亿元。而随着商业模式革新，尤其是去年在疫情催化之下，社区零售的企业战再度打响。2021年6月25日晚间，每日优鲜正式以“MF”为证券代码在纳斯达克挂牌上市。每日优鲜2014年创立，其首创前置仓模式，引领了行业变革，目前业务已覆盖全国16个一二线城市。智通财经APP观察到，从2014年获得天使...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/509613.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73edaf3c9a3e2c8f22359f6d18274d20","relate_stocks":{"MF":"每日优鲜"},"source_url":"http://www.zhitongcaijing.com/content/detail/509613.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149631492","content_text":"作为民生消费的刚需行业，社区零售行业规模有着万亿级别的市场空间，2020年中国社区零售市场规模达到11.9万亿元。而随着商业模式革新，尤其是去年在疫情催化之下，社区零售的企业战再度打响。2021年6月25日晚间，每日优鲜正式以“MF”为证券代码在纳斯达克挂牌上市。每日优鲜2014年创立，其首创前置仓模式，引领了行业变革，目前业务已覆盖全国16个一二线城市。智通财经APP观察到，从2014年获得天使轮投资开始，每日优鲜已历经多轮融资，其中不乏腾讯、老虎、高盛、中金、联想、元璟资本等知名投资机构。资本的注入也助力了业务规模的增长，营收规模从2018年的35亿元增至2020年的61亿元，2020年平台GMV总量为76亿人民币，于前置仓(DMW)零售市场的占有率达28%，居北方地区第一，每日优鲜手机App及小程序有效用户(支付款项超过销售产品相关成本的交易用户)数量逐年提升，2018年至2020年分别为510万、720万与870万。截至21年3月底的三个月内，DMW模式下平均配送时间为39分钟，平台SKU超过  4300种。上市之后，每日优鲜的故事可能才刚刚展开。首创前置仓模式 战略升级至(A+B)×N每日优鲜以生鲜电商为起点，并逐步拓展至整个社区零售市场。据艾瑞报告，2020年，中国社区零售规模11.9万亿，预计到2025年可以  增长至15.7万亿。而截至2020年社区零售线上化渗透率只有20.9%，未来还有很大提升空间，预计到2025年数字化社区零售市场规模将达到7.2万亿。智通财经APP了解到，生鲜电商不同于传统商品电商，其对于公司产品采购、仓储、物流都有极高要求，消费者对于新鲜度要求也比较高。这对于企业而言，传统的电商模式很难跑通。每日优鲜首创前置仓模式，前置仓指企业内部仓储物流系统中，离门店最近，最前置的物流仓储节点。生鲜物流行业中主要是指深入社区的终端式仓库。前置仓模式深入社区，可以覆盖周边3公里范围的消费者，配送时效高。截至目前其在全国16个城市建立了631个前置仓，可以有效触达终端消费者，做到及时达的目的。该模式得到许多其他同行参与者的跟随，如美团买菜、叮咚买菜、朴朴超市等。而除了前置仓模式，市场上还同时存在多种生鲜电商模式，目前竞争也较为激烈。不过在其他企业还在为商业模式、融资扩张的时候，每日优鲜再次率先进行业务的战略升级，布局社区零售更广泛的市场。据招股书披露，中国社区零售规模巨大，但是因为幅员辽阔、有不同的城市、不同的消费群体、不同的消费需求，因此中国的社区零售业存在多元化、极度碎片化的特点。比如，同一个城市里，既有超市、便利店，又有菜市场、电商，没有一个模式能够占据绝对的主导地位。单一模式未来发展空间有限，未来每日优鲜将在不同城市面对不同的消费者，提供不同的业态，除了前置仓模式做即时零售，也会改造传统菜市场。另外公司不局限在自营，通过SaaS平台，赋能其他参与者。这也就是其将业务战略升级至(A+B)×N的核心原因。A也即前置仓即时零售，B即智慧菜场，N即零售云。未来将从生鲜领域拓展至社区零售，从一二线城市到覆盖多线城市，多元化布局业务生态和消费者群体，并通过数字化赋能其他企业，实现垂直电商到平台化的转变。B：智慧菜场 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天的生鲜产品周转天数，履约费用率从2018年的34.9%降至2020年的25.7%，运营费用率三年内降低了25.8个百分点，毛利率则从2018年的8.6%增至2020年的19.4%。不仅如此，每日优鲜也持续关注有效用户(扣除优惠券等补贴后能带来收益的客户)的获取和维系，2020年有效用户已达到867.6万人，有效用户GMV创造占总GMV的81%，推动毛利提升。与此同时，每日优鲜前置仓业务平均客单价94.6元，位于行业第一。这背后是其4300款商品极速达、20000多款商品次日达的丰富SKU带来的交叉销售。而零售云是一个面向社区零售行业的SaaS化平台，是每日优鲜数字化运营核心能力(即智慧零售网络RAIN)的外溢。从长期看，社区零售行业存在长链条、高损耗、低毛利的特点，降本增效才是让企业实现盈利、长期健康发展的关键因子。以人工智能、大数据为代表的技术，可以通过赋能零售全链条来降本增效。每日优鲜于2021年启动零售云业务，旨在通过智能线上线下全渠道营销、智能供应链管理和门店到家能力，赋能超市、菜市场和本地零售商等广泛的社区零售参与者，帮助他们以数字化方式快速启动并高效运营自身业务。零售云解决方案包括智慧供应链、智慧物流、智慧营销、智慧门店等，帮助客户梳理零售业务模式和业务流程，探索新盈利模式和盈利增长点，以“社区零售到家业务”为起点，智能化运营升级，重塑产业链、价值链。区别于一般的数字化赋能，零售云采取去中心化的方式，在中后台帮助商家搭建数字化体系，商家仍然拥有自身私域流量;并且每日优鲜零售云是基于自身多年行业深耕形成的实践经验，更加具备实际可操作性;另外零售云的AI化程度更高，可以最大程度解放商家双手;值得一提的是，零售云涉及的是全流程，而不仅仅是用户端的优化。全链条的赋能，不仅实现了社区零售生态行业的降本增效，也为每日优鲜在扎根一二线城市之后，进一步拓展市场下沉方面铺平了道路。不论是从商业模式，还是消费场景的拓展，每日优鲜都继续引领着行业的发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898418407,"gmtCreate":1628517051409,"gmtModify":1628517051409,"author":{"id":"3583660304762675","authorId":"3583660304762675","name":"别致别致","avatar":"https://static.tigerbbs.com/32da041a073bae908f2367fd92885c96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/MF\">$(MF)$</a>赴美IPO已获得超额认购。每日优鲜更新招股书显示，其IPO定价为13-16美元/ADS，现有股东中金、腾讯、美国长线基金Davis、元生、元璟均已认购。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{"MF":"每日优鲜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109081443","content_text":"6月23日讯，据接近IPO的市场人士消息，自更新招股书以来，每日优鲜$(MF)$赴美IPO已获得超额认购。每日优鲜更新招股书显示，其IPO定价为13-16美元/ADS，现有股东中金、腾讯、美国长线基金Davis、元生、元璟均已认购。","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123467579,"gmtCreate":1624435477091,"gmtModify":1624438821422,"author":{"id":"3583660304762675","authorId":"3583660304762675","name":"别致别致","avatar":"https://static.tigerbbs.com/32da041a073bae908f2367fd92885c96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"叮咚一下，菜就来了，方便快捷，暖润心❤","listText":"叮咚一下，菜就来了，方便快捷，暖润心❤","text":"叮咚一下，菜就来了，方便快捷，暖润心❤","images":[{"img":"https://static.tigerbbs.com/e9761d15df28f14bf575787b0e2ff148","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123467579","isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":883701407,"gmtCreate":1631269514109,"gmtModify":1631269514109,"author":{"id":"3583660304762675","authorId":"3583660304762675","name":"别致别致","avatar":"https://static.tigerbbs.com/32da041a073bae908f2367fd92885c96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"16:00就买了，到现在不死不活的，","listText":"16:00就买了，到现在不死不活的，","text":"16:00就买了，到现在不死不活的，","images":[{"img":"https://static.tigerbbs.com/ef7922a95370259fb4a8f5ce54c6f5f6","width":"1080","height":"2797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883701407","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":883709891,"gmtCreate":1631269170713,"gmtModify":1631269170713,"author":{"id":"3583660304762675","authorId":"3583660304762675","name":"别致别致","avatar":"https://static.tigerbbs.com/32da041a073bae908f2367fd92885c96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"16:00就买了，到现在不死不活的","listText":"16:00就买了，到现在不死不活的","text":"16:00就买了，到现在不死不活的","images":[{"img":"https://static.tigerbbs.com/ef7922a95370259fb4a8f5ce54c6f5f6","width":"1080","height":"2797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883709891","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":892592039,"gmtCreate":1628670352221,"gmtModify":1628670352221,"author":{"id":"3583660304762675","authorId":"3583660304762675","name":"别致别致","avatar":"https://static.tigerbbs.com/32da041a073bae908f2367fd92885c96","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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