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田伊骐
2021-06-27
卖菜卖水果的股票真是不能参于打新啊,定价高破发几率大,商家为了融资还弄了一些活动让更多的人参与,多给派发中签股票,结果在上市当天就破发,直线下降!没来得及出手的和被套住的人是大有人在。
田伊骐
2021-06-23
$满帮(YMM)$
为了满帮soull我都没打上。错过了时间。
田伊骐
2021-06-18
$爱回收(RERE)$
的确是这样,蚊子腿也是肉,第1次美股打新。
田伊骐
2021-06-18
前两天要召开美联储会议的原因,导致大盘下跌。今天早上醒来发现普遍上涨,有所好转。 彩虹总在风雨后。
田伊骐
2021-06-27
时间验证了卖菜的每日优鲜,坑害了不少信任者他的股民。为了增加中签率,参加储值中签有大奖活动,开盘当日以每股13美元一路暴跌到不足8美元。实实在在的被割韭菜。真正的让投资小白们体会到了什么叫股市被套的感觉。
穿越火线:“卖菜”7年每日优鲜敲钟纳斯达克 接下来要把菜市场搬上线
田伊骐
2021-06-27
每日优鲜一个卖菜股,坑了不少人。我就是其中一个。
田伊骐
2021-06-27
卖菜卖水果的股票,以后打新一定要慎重,破发的几率太大了。当天开盘直线下跌,在8.16买了一半股票,目前手里还被套住一半!
田伊骐
2021-06-25
暴涨暴跌,幸好我没有去投入。否则我这小心脏都受不了。
田伊骐
2021-06-24
储值晒单都照办,但愿能中奖啊。
田伊骐
2021-06-23
刚才消失一段时间的SOUL又可以申购了。还没有申购的抓紧时间喽。
田伊骐
2021-06-12
万物心生(爱回购)必须大力支持,有利于保护生态环境,有利于废物利用。
去老虎APP查看更多动态
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彩虹总在风雨后。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/168298535","isVote":1,"tweetType":1,"viewCount":2511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124431036,"gmtCreate":1624778372825,"gmtModify":1624779168853,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"时间验证了卖菜的每日优鲜,坑害了不少信任者他的股民。为了增加中签率,参加储值中签有大奖活动,开盘当日以每股13美元一路暴跌到不足8美元。实实在在的被割韭菜。真正的让投资小白们体会到了什么叫股市被套的感觉。","listText":"时间验证了卖菜的每日优鲜,坑害了不少信任者他的股民。为了增加中签率,参加储值中签有大奖活动,开盘当日以每股13美元一路暴跌到不足8美元。实实在在的被割韭菜。真正的让投资小白们体会到了什么叫股市被套的感觉。","text":"时间验证了卖菜的每日优鲜,坑害了不少信任者他的股民。为了增加中签率,参加储值中签有大奖活动,开盘当日以每股13美元一路暴跌到不足8美元。实实在在的被割韭菜。真正的让投资小白们体会到了什么叫股市被套的感觉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124431036","repostId":"2146009629","repostType":2,"repost":{"id":"2146009629","kind":"highlight","pubTimestamp":1624712384,"share":"https://www.laohu8.com/m/news/2146009629?lang=&edition=full","pubTime":"2021-06-26 20:59","market":"us","language":"zh","title":"穿越火线:“卖菜”7年每日优鲜敲钟纳斯达克 接下来要把菜市场搬上线","url":"https://stock-news.laohu8.com/highlight/detail?id=2146009629","media":"新浪财经","summary":" 在北京敲钟仪式现场,每日优鲜创始人兼首席执行官徐正看起来有些激动,甚至他在发言时声线有些不稳。2014年,每日优鲜就此诞生。 2021年6月25日,每日优鲜正式以“MF”为证券代码在纳斯达克挂牌上市,成为“中国社区零售数字化第一股”。若以此发行价计算,每日优鲜IPO募资额约为3亿美元,IPO市值为32亿美元。 上市至少证明了每日优鲜的强大生存力。","content":"<html><body><div>\n<p> 原标题:穿越火线:“卖菜”7年<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>敲钟<span>纳斯达克</span><span></span> 接下来要把菜市场搬上线</p>\n<p> 在北京敲钟仪式现场,每日优鲜创始人兼首席执行官徐正看起来有些激动,甚至他在发言时声线有些不稳。</p>\n<p> 徐正一直是“别人家的孩子”。他15岁考上了中科大少年班;28岁成为<span>联想</span><span></span>集团IT企业最年轻的部门总经理;在联想负责佳沃农业板块时,看到了生鲜市场的机会;33岁与17个人一起,在望京一套200多平的公寓中,这个“学霸”正式转行“卖菜”。2014年,每日优鲜就此诞生。</p>\n<p> 2021年6月25日,每日优鲜正式以“MF”为证券代码在纳斯达克挂牌上市,成为“中国社区零售数字化第一股”。</p>\n<div>\n<div><img src=\"http://n.sinaimg.cn/spider2021626/799/w480h319/20210626/b7dd-krwipar6806039.jpg\"/></div>\n</div>\n<p> 在本次IPO中,每日优鲜总计发行2100万股(含绿鞋2415万股)美国存托股票(ADS),发行价为每股ADS 13美元。若以此发行价计算,每日优鲜IPO募资额约为3亿美元,IPO市值为32亿美元。现有股东中金、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、美国长线基金Davis、元生、元璟均参与本次认购发行。不过,上市首日收盘,公司股价跌逾25%,收盘价9.66美元/股,总市值22.74亿美元。</p>\n<p> 来自资本市场的光环与考验并存,如同每日优鲜过去走过的这7年的不易。市场孕育了目前国内最大的<a href=\"https://laohu8.com/S/000061\">农产品</a>上行平台<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a></span><span></span>,也湮没了大量同类平台。据公开数据,在2016年就有14家中国生鲜电商倒闭。每日优鲜能活下来,靠的不是运气,而是其首创的前置仓、“即时达”等模式抢出来的赢面。</p>\n<p> 上市至少证明了每日优鲜的强大生存力。不过,徐正把它当成一个新起点。在招股书中,每日优鲜将业务模式分成三块:前置仓即时零售、智慧菜场和零售云。这源自徐正此前提到的(A+B)x N的社区零售多维战略。这同时意味着每日优鲜不再把自己局限于生鲜电商、生鲜零售商,而要升级为“社区零售企业”。</p>\n<p> 但这条赛道依然战斗激烈,不仅许多前赴后继的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>在和它赛跑:与每日优鲜同一天递交招股书的<span>叮咚买菜</span><span></span>、盘踞湖南多年全国扩张的兴盛优选;还有美团优选、多多买菜、橙心优选等巨头押注的社区商业项目,更是每日优鲜的劲敌。</p>\n<p> 徐正准备好了吗?</p>\n<p> 扛过生鲜电商倒闭潮</p>\n<p> 早在每日优鲜进入生鲜电商之前,2009年,易果生鲜、天天果园进驻北京会场,它们被认为是生鲜电商的“鼻祖”。2014至2015年期间,许鲜网、中粮我买网等创业公司先后成立,开始“试水”线上电商,每日优鲜也在此期间成立。2015年,<span>阿里</span><span></span>、<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>尝试<a href=\"https://laohu8.com/S/300959\">线上线下</a>的新零售布局,京东到家、盒马鲜生先后成立。</p>\n<p> 随后的三年里,生鲜电商赛道喜忧参半。</p>\n<p> 一方面,部分生鲜电商持续刷新的经营数据吸引了更多资本与新玩家加入混战。比如2016年,生鲜玩家“始祖”易果生鲜获得<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>C轮投资;2017年,新玩家兴盛优选、叮咚买菜相继注册成立。</p>\n<p> 另一方面,生鲜电商迎来第一轮洗牌。据公开数据显示,2016年总共有14家中国生鲜电商倒闭。很多<a href=\"https://laohu8.com/S/300005\">探路者</a>没有找到正确的模式、打法,悲惨出局。</p>\n<p> 2018-2019期间,擅长小步快跑的巨头们开始自我调整。美团的小象生鲜开始尝试“前置仓+买菜”的模式,京东7Fresh换帅,从大店模式转型,“区区购”成为京东社区团购尝试的前站;盒马鲜生战略调整,在福州等地闭店。</p>\n<p> 在这场长达5年(2014年-2019年)的马拉松长跑中,每日优鲜活了下来,并跑出了自己的节奏。无论是前置仓还是供应链,其押注依然非常坚定。</p>\n<p> 徐正算账:前置仓的关键一环</p>\n<p> 毕业于数学系的徐正很会“算账”。</p>\n<p> 在公开信中他曾表示“烧钱做规模并不难,但没有意义。”然而前置仓就非常烧钱,但为何每日优鲜依然坚定押注该模式?因为前置仓能够带来的不仅仅是规模。</p>\n<p> 徐正就每日优鲜的前置仓算过一笔账:从租金、人工、损耗方面来看,前置仓都是值得投入的。比如在当时,前置仓作为每日优鲜前期战略中的一环,可以让其服务优化——为用户提供即时达,抢占市场空白。</p>\n<p> 就在其他公司不断出局的2016年,每日优鲜推出“2小时极速达”。在这背后,每日优鲜开始自建物流供应链,并在华北、华东、华南建立3个分选中心,而前置仓作为这个链条的最终“触角”,开始深入城市商圈和社区,辐射周边半径3公里的地区。截至2021年3月31日,每日优鲜已经在16个城市开设了631个前置仓。</p>\n<p> 在建仓扩张的后期,每日优鲜更强调“有效用户”、“有效订单”。比如,每日优鲜平均客单价94.6元,在前置仓领域排名第一,毛利率19.4%,在业内领先。根据招股书,2020年每日优鲜GMV达76.147亿人民币,复合年增长率为26.9%;截至2021年3月31日,其累计交易用户超3100万元,占据前置仓即时零售领域市场份额的28%。</p>\n<p> 前置仓让每日优鲜在供应链上构建了护城河,但在徐正看来,护城河还可以更深。</p>\n<p> 2020年4月,徐正在全员信中表示,要充分发挥团队的供应链基因和优势,“像当年建设前置仓一样,比任何人都更快、更准、更狠地重仓供应链”,用3-5年的时间,挖掘、孵化、聚合一批优质供应链资源,建立80%源头直采、50%联合品牌、20%战略投资的供应链生态。</p>\n<p> 此外,每日优鲜在此期间也坚持用算法打磨系统。</p>\n<p> 早在2016年就有消息表示,在自身数字化体系建设过程中,徐正采用系统算法补货,“把天气、促销,时间等变量都纳入系统”。</p>\n<p> 2019年,其与腾讯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)该系统目前已实现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。</p>\n<p> 今日资本徐新曾表示,未来的电商“得生鲜者得天下”。但生鲜的钱不好赚。即使每日优鲜在供应链、数字化等方向做到业界领先,其仍然不能保证盈利。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。”</p>\n<p> 所以,每日优鲜准备上市前也密集开始了战略调整。</p>\n<p> 多维战略开启</p>\n<p> 每日优鲜服务的用户群体正在发生变化。人们可以发现,在此次每日优鲜敲钟代表中,菜场商户代表侧身其中。</p>\n<p> 这一端倪也可以从招股书中一窥:每日优鲜表示自己不再局限于生鲜电商,而是向社区零售进军,并提出了(A+B)x N的战略。</p>\n<p> A是前置仓,每日优鲜会在一二线城市继续深耕的前置仓即时零售,B代表每日优鲜将覆盖更多城市的智慧菜场业务,N则是新的业务模式和RAIN技术系统进行平台化的零售云。</p>\n<p> 从赛道上看,社区零售线上化有巨大的增长空间。根据艾瑞咨询数据,2020年,中国社区零售的线上化渗透率是20.9%;2025年会增长到45.5%,数字化社区零售的市场规模会达到7.2万亿。这可能是中国未来增量最大、增速最快的一个线上化市场。</p>\n<p> 就在今年5月,每日优鲜旗下优鲜菜场的全国首家旗舰店落地青岛,涵盖生鲜、熟食、餐饮、医药。</p>\n<p> 接近每日优鲜的业内人士告诉《每日经济新闻》记者,每日优鲜看中的“菜市场”是以零售方向面向普通消费者的菜市场,而不是具备农产品批发功能的农贸市场。</p>\n<p> 这也同时基于一个现状:菜市场目前仍是最大的生鲜零售渠道。根据艾瑞的报告,中国的菜市场规模超过了3万亿,占据了生鲜购物56%的市场份额。艾瑞同时预计,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>\n<p> 为获取这部分市场增量,每日优鲜推出了菜市场的改造计划。在每日优鲜看来,<span>理想</span><span></span>的智慧菜场不再只是简单的交易场景,而是一个集食品、餐饮、休闲娱乐、服务、医疗保健为一体的社区MALL。菜场业务的收益则来自向个体商户收取的租金、SaaS产品年费以及按照商户电商业务GMV收取佣金三部分。</p>\n<p> 此外,每日优鲜也不再只局限布局一二线城市或只以女性用户为主要群体。(A+B)x N战略中,每日优鲜提出了通过多业务布局,进入更多城市、更多业态,在商品形式上开始通过数字化平台讲其他企业的商品纳入自己的商品池。</p>\n<p> 尽管每日优鲜近几年致力精耕细作,履约费用率降至25.7%,但上市依然要直面盈利的压力。2018年至2020年期间,公司累计净亏损67.90亿元。进入2021年后,公司首季亏损额6.10亿元。</p>\n<p> 可以看出(A+B)x N战略中,每日优鲜将数字化等自身优势“项目”向市场输出,在招股书中讲述这一故事,可能更多是证明自身具备盈利能力,并将在未来在市场上取得可观回报。</p>\n<p> 至于未来每日优鲜的(A+B)x N战略能不能为其带来实际可观收入和利润?徐正在敲钟发言中说到了3个长期。总结来说就是:感谢股东长期认可、每日优鲜在坚持做长期有价值的事、每日优鲜将长期创造价值。一切还得等时间来检验了。</p>\n<p> 来源/每日经济新闻</p>\n<p> 编辑/樊宏伟</p>\n<div></div>\n<div>\n<span>牛市来了?如何快速上车,金牌投顾服务免费送>></span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑:王婷 </p>\n</div></body></html>","source":"sina_us","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>穿越火线:“卖菜”7年每日优鲜敲钟纳斯达克 接下来要把菜市场搬上线</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穿越火线:“卖菜”7年每日优鲜敲钟纳斯达克 接下来要把菜市场搬上线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 20:59 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-06-26/doc-ikqcfnca3419996.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:穿越火线:“卖菜”7年每日优鲜敲钟纳斯达克 接下来要把菜市场搬上线\n 在北京敲钟仪式现场,每日优鲜创始人兼首席执行官徐正看起来有些激动,甚至他在发言时声线有些不稳。\n 徐正一直是“别人家的孩子”。他15岁考上了中科大少年班;28岁成为联想集团IT企业最年轻的部门总经理;在联想负责佳沃农业板块时,看到了生鲜市场的机会;33岁与17个人一起,在望京一套200多平的公寓中,这个“学霸”正式...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-26/doc-ikqcfnca3419996.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/spider2021626/799/w480h319/20210626/b7dd-krwipar6806039.jpg","relate_stocks":{"PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","03086":"华夏纳指","MF":"每日优鲜","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","TQQQ":"纳指三倍做多ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-26/doc-ikqcfnca3419996.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146009629","content_text":"原标题:穿越火线:“卖菜”7年每日优鲜敲钟纳斯达克 接下来要把菜市场搬上线\n 在北京敲钟仪式现场,每日优鲜创始人兼首席执行官徐正看起来有些激动,甚至他在发言时声线有些不稳。\n 徐正一直是“别人家的孩子”。他15岁考上了中科大少年班;28岁成为联想集团IT企业最年轻的部门总经理;在联想负责佳沃农业板块时,看到了生鲜市场的机会;33岁与17个人一起,在望京一套200多平的公寓中,这个“学霸”正式转行“卖菜”。2014年,每日优鲜就此诞生。\n 2021年6月25日,每日优鲜正式以“MF”为证券代码在纳斯达克挂牌上市,成为“中国社区零售数字化第一股”。\n\n\n\n 在本次IPO中,每日优鲜总计发行2100万股(含绿鞋2415万股)美国存托股票(ADS),发行价为每股ADS 13美元。若以此发行价计算,每日优鲜IPO募资额约为3亿美元,IPO市值为32亿美元。现有股东中金、腾讯、美国长线基金Davis、元生、元璟均参与本次认购发行。不过,上市首日收盘,公司股价跌逾25%,收盘价9.66美元/股,总市值22.74亿美元。\n 来自资本市场的光环与考验并存,如同每日优鲜过去走过的这7年的不易。市场孕育了目前国内最大的农产品上行平台拼多多,也湮没了大量同类平台。据公开数据,在2016年就有14家中国生鲜电商倒闭。每日优鲜能活下来,靠的不是运气,而是其首创的前置仓、“即时达”等模式抢出来的赢面。\n 上市至少证明了每日优鲜的强大生存力。不过,徐正把它当成一个新起点。在招股书中,每日优鲜将业务模式分成三块:前置仓即时零售、智慧菜场和零售云。这源自徐正此前提到的(A+B)x N的社区零售多维战略。这同时意味着每日优鲜不再把自己局限于生鲜电商、生鲜零售商,而要升级为“社区零售企业”。\n 但这条赛道依然战斗激烈,不仅许多前赴后继的创业公司在和它赛跑:与每日优鲜同一天递交招股书的叮咚买菜、盘踞湖南多年全国扩张的兴盛优选;还有美团优选、多多买菜、橙心优选等巨头押注的社区商业项目,更是每日优鲜的劲敌。\n 徐正准备好了吗?\n 扛过生鲜电商倒闭潮\n 早在每日优鲜进入生鲜电商之前,2009年,易果生鲜、天天果园进驻北京会场,它们被认为是生鲜电商的“鼻祖”。2014至2015年期间,许鲜网、中粮我买网等创业公司先后成立,开始“试水”线上电商,每日优鲜也在此期间成立。2015年,阿里、京东尝试线上线下的新零售布局,京东到家、盒马鲜生先后成立。\n 随后的三年里,生鲜电商赛道喜忧参半。\n 一方面,部分生鲜电商持续刷新的经营数据吸引了更多资本与新玩家加入混战。比如2016年,生鲜玩家“始祖”易果生鲜获得阿里巴巴C轮投资;2017年,新玩家兴盛优选、叮咚买菜相继注册成立。\n 另一方面,生鲜电商迎来第一轮洗牌。据公开数据显示,2016年总共有14家中国生鲜电商倒闭。很多探路者没有找到正确的模式、打法,悲惨出局。\n 2018-2019期间,擅长小步快跑的巨头们开始自我调整。美团的小象生鲜开始尝试“前置仓+买菜”的模式,京东7Fresh换帅,从大店模式转型,“区区购”成为京东社区团购尝试的前站;盒马鲜生战略调整,在福州等地闭店。\n 在这场长达5年(2014年-2019年)的马拉松长跑中,每日优鲜活了下来,并跑出了自己的节奏。无论是前置仓还是供应链,其押注依然非常坚定。\n 徐正算账:前置仓的关键一环\n 毕业于数学系的徐正很会“算账”。\n 在公开信中他曾表示“烧钱做规模并不难,但没有意义。”然而前置仓就非常烧钱,但为何每日优鲜依然坚定押注该模式?因为前置仓能够带来的不仅仅是规模。\n 徐正就每日优鲜的前置仓算过一笔账:从租金、人工、损耗方面来看,前置仓都是值得投入的。比如在当时,前置仓作为每日优鲜前期战略中的一环,可以让其服务优化——为用户提供即时达,抢占市场空白。\n 就在其他公司不断出局的2016年,每日优鲜推出“2小时极速达”。在这背后,每日优鲜开始自建物流供应链,并在华北、华东、华南建立3个分选中心,而前置仓作为这个链条的最终“触角”,开始深入城市商圈和社区,辐射周边半径3公里的地区。截至2021年3月31日,每日优鲜已经在16个城市开设了631个前置仓。\n 在建仓扩张的后期,每日优鲜更强调“有效用户”、“有效订单”。比如,每日优鲜平均客单价94.6元,在前置仓领域排名第一,毛利率19.4%,在业内领先。根据招股书,2020年每日优鲜GMV达76.147亿人民币,复合年增长率为26.9%;截至2021年3月31日,其累计交易用户超3100万元,占据前置仓即时零售领域市场份额的28%。\n 前置仓让每日优鲜在供应链上构建了护城河,但在徐正看来,护城河还可以更深。\n 2020年4月,徐正在全员信中表示,要充分发挥团队的供应链基因和优势,“像当年建设前置仓一样,比任何人都更快、更准、更狠地重仓供应链”,用3-5年的时间,挖掘、孵化、聚合一批优质供应链资源,建立80%源头直采、50%联合品牌、20%战略投资的供应链生态。\n 此外,每日优鲜在此期间也坚持用算法打磨系统。\n 早在2016年就有消息表示,在自身数字化体系建设过程中,徐正采用系统算法补货,“把天气、促销,时间等变量都纳入系统”。\n 2019年,其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)该系统目前已实现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。\n 今日资本徐新曾表示,未来的电商“得生鲜者得天下”。但生鲜的钱不好赚。即使每日优鲜在供应链、数字化等方向做到业界领先,其仍然不能保证盈利。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 所以,每日优鲜准备上市前也密集开始了战略调整。\n 多维战略开启\n 每日优鲜服务的用户群体正在发生变化。人们可以发现,在此次每日优鲜敲钟代表中,菜场商户代表侧身其中。\n 这一端倪也可以从招股书中一窥:每日优鲜表示自己不再局限于生鲜电商,而是向社区零售进军,并提出了(A+B)x N的战略。\n A是前置仓,每日优鲜会在一二线城市继续深耕的前置仓即时零售,B代表每日优鲜将覆盖更多城市的智慧菜场业务,N则是新的业务模式和RAIN技术系统进行平台化的零售云。\n 从赛道上看,社区零售线上化有巨大的增长空间。根据艾瑞咨询数据,2020年,中国社区零售的线上化渗透率是20.9%;2025年会增长到45.5%,数字化社区零售的市场规模会达到7.2万亿。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 就在今年5月,每日优鲜旗下优鲜菜场的全国首家旗舰店落地青岛,涵盖生鲜、熟食、餐饮、医药。\n 接近每日优鲜的业内人士告诉《每日经济新闻》记者,每日优鲜看中的“菜市场”是以零售方向面向普通消费者的菜市场,而不是具备农产品批发功能的农贸市场。\n 这也同时基于一个现状:菜市场目前仍是最大的生鲜零售渠道。根据艾瑞的报告,中国的菜市场规模超过了3万亿,占据了生鲜购物56%的市场份额。艾瑞同时预计,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%。\n 为获取这部分市场增量,每日优鲜推出了菜市场的改造计划。在每日优鲜看来,理想的智慧菜场不再只是简单的交易场景,而是一个集食品、餐饮、休闲娱乐、服务、医疗保健为一体的社区MALL。菜场业务的收益则来自向个体商户收取的租金、SaaS产品年费以及按照商户电商业务GMV收取佣金三部分。\n 此外,每日优鲜也不再只局限布局一二线城市或只以女性用户为主要群体。(A+B)x N战略中,每日优鲜提出了通过多业务布局,进入更多城市、更多业态,在商品形式上开始通过数字化平台讲其他企业的商品纳入自己的商品池。\n 尽管每日优鲜近几年致力精耕细作,履约费用率降至25.7%,但上市依然要直面盈利的压力。2018年至2020年期间,公司累计净亏损67.90亿元。进入2021年后,公司首季亏损额6.10亿元。\n 可以看出(A+B)x N战略中,每日优鲜将数字化等自身优势“项目”向市场输出,在招股书中讲述这一故事,可能更多是证明自身具备盈利能力,并将在未来在市场上取得可观回报。\n 至于未来每日优鲜的(A+B)x N战略能不能为其带来实际可观收入和利润?徐正在敲钟发言中说到了3个长期。总结来说就是:感谢股东长期认可、每日优鲜在坚持做长期有价值的事、每日优鲜将长期创造价值。一切还得等时间来检验了。\n 来源/每日经济新闻\n 编辑/樊宏伟\n\n\n牛市来了?如何快速上车,金牌投顾服务免费送>>\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:王婷","news_type":1},"isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124692326,"gmtCreate":1624761099765,"gmtModify":1624761099765,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"每日优鲜一个卖菜股,坑了不少人。我就是其中一个。","listText":"每日优鲜一个卖菜股,坑了不少人。我就是其中一个。","text":"每日优鲜一个卖菜股,坑了不少人。我就是其中一个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124692326","isVote":1,"tweetType":1,"viewCount":2749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":124125352,"gmtCreate":1624754814576,"gmtModify":1624754814576,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"卖菜卖水果的股票,以后打新一定要慎重,破发的几率太大了。当天开盘直线下跌,在8.16买了一半股票,目前手里还被套住一半!","listText":"卖菜卖水果的股票,以后打新一定要慎重,破发的几率太大了。当天开盘直线下跌,在8.16买了一半股票,目前手里还被套住一半!","text":"卖菜卖水果的股票,以后打新一定要慎重,破发的几率太大了。当天开盘直线下跌,在8.16买了一半股票,目前手里还被套住一半!","images":[{"img":"https://static.tigerbbs.com/46b52095bd50f02577e1c65a9c24027c","width":"1080","height":"3223"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124125352","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":122309075,"gmtCreate":1624595664097,"gmtModify":1624597298533,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"暴涨暴跌,幸好我没有去投入。否则我这小心脏都受不了。","listText":"暴涨暴跌,幸好我没有去投入。否则我这小心脏都受不了。","text":"暴涨暴跌,幸好我没有去投入。否则我这小心脏都受不了。","images":[{"img":"https://static.tigerbbs.com/d81d176180c1001e1f3f43f9c28418e1","width":"1080","height":"2425"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122309075","isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":128573363,"gmtCreate":1624525631152,"gmtModify":1624525631152,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"储值晒单都照办,但愿能中奖啊。","listText":"储值晒单都照办,但愿能中奖啊。","text":"储值晒单都照办,但愿能中奖啊。","images":[{"img":"https://static.tigerbbs.com/a745963dc66472b1f1eea4d851de4b80","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128573363","isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":129466955,"gmtCreate":1624381836877,"gmtModify":1624381836877,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"刚才消失一段时间的SOUL又可以申购了。还没有申购的抓紧时间喽。","listText":"刚才消失一段时间的SOUL又可以申购了。还没有申购的抓紧时间喽。","text":"刚才消失一段时间的SOUL又可以申购了。还没有申购的抓紧时间喽。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129466955","isVote":1,"tweetType":1,"viewCount":1657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186041587,"gmtCreate":1623466824049,"gmtModify":1623468480508,"author":{"id":"3584000733938383","authorId":"3584000733938383","name":"田伊骐","avatar":"https://static.tigerbbs.com/e59e1fc3217fefdf0bd40353adfd1cff","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584000733938383","authorIdStr":"3584000733938383"},"themes":[],"htmlText":"万物心生(爱回购)必须大力支持,有利于保护生态环境,有利于废物利用。","listText":"万物心生(爱回购)必须大力支持,有利于保护生态环境,有利于废物利用。","text":"万物心生(爱回购)必须大力支持,有利于保护生态环境,有利于废物利用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186041587",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