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从线下筑基到线上提速,植物医生入驻美团闪购和京东秒送,布局即时零售万亿市场
Sou Hu Cai Jing· 2025-08-15 06:55
DR PLANT 示到 高山精油 科研护肤 型氧力量图片 , 20 曲 d 线上下单 回顾 9/3 半导 | 0 115 ATTLES 抵御干燥 舒缓补水 ¥99/34 深补水 高保证 GSF-9 当 "即买即得" 成为线上消费的新趋势,被重塑的购物速度与体验让即时零售下半场的硝烟,逐步蔓延至更广泛的品类。笔者获悉,坐拥4328家线下连锁门 店的国产化妆品品牌植物医生近期已在美团闪购、京东秒送平台上线,目前涵盖北京、深圳、湖北逾百家门店。 密集门店+高效调度,即时零售下半场的胜负手 即时零售的核心竞争力,在于 "快" 与 "全",而这背后离不开线下货品的充足储备与高效调度。拥有密集门店网络的非食品类头部品牌,被认为是即时零售 下半场的胜负手。 植物医生是继蕉下、名创优品后,又一位拥抱即时零售的重量级玩家。资料显示,植物医生正在冲刺"A股美妆单品牌店第一股",旗下有4328家线下连锁门 店,门店数量在化妆品企业中排名鳌头,且位置多在城市商圈、旅游区域附近。 植物医生官方视频号"小植说美妆"发布的视频称,植物医生已上线美团闪购,可实现30分钟极速达。笔者打开美团闪购,输入"植物医生",出现多家植物医 生店铺,配送 ...
美团单车多地推出便民“一口价” 绿色低碳出行更加普惠
Bei Jing Shang Bao· 2025-08-15 06:32
Core Points - Meituan Bike has launched a "0.99 yuan flat rate" cycling service in over 40 cities across China, aiming to promote convenient and low-carbon shared transportation [1] - The initiative has been found to encourage more people to adopt cycling as a daily habit, contributing to a greener lifestyle and creating a win-win ecosystem for participants in shared mobility [1] - Users can activate the "0.99 yuan" rights card on the Meituan app for just 0.1 yuan, allowing them to enjoy a flat rate for the initial duration of the ride [1] Environmental Impact - Meituan Bike has reported a total cycling distance of 10.78 billion kilometers over the past year, resulting in a carbon reduction of over 583,000 tons [2] - Approximately 23% of Meituan Bike users have replaced high-carbon transportation methods, such as cars, with cycling, while 36% of Meituan electric bike users have achieved similar reductions [2] - Since January 2019, Meituan users have accumulated a total cycling distance of about 40.7 billion kilometers, leading to a carbon reduction of over 2.1 million tons [2] Future Plans - The company plans to continue improving the efficiency of vehicle maintenance and order management in shared bicycles to enhance the green travel experience for users [2]
腾讯等入股美团旗下成都龙珠股权投资基金
人民财讯8月15日电,企查查APP显示,近日,成都龙珠股权投资基金合伙企业(有限合伙)发生工商变 更,新增深圳市腾讯产业投资基金有限公司等为股东。企查查信息显示,该企业成立于2022年,出资额 23.03亿元,经营范围包含:以私募基金从事股权投资、投资管理、资产管理等活动,大股东为天津三 快科技有限公司,持股43.42%。 ...
港股科网股走弱
Mei Ri Jing Ji Xin Wen· 2025-08-15 01:53
每经AI快讯,8月15日,港股科网股走弱,截至发稿,京东集团-SW(09618.HK)跌3.20%、美团-W (03690.HK)跌3.05%、阿里巴巴-W(09988.HK)跌2.79%。 (文章来源:每日经济新闻) ...
美团-W(03690)下跌2.97%,报120.7元/股
Jin Rong Jie· 2025-08-15 01:53
Group 1 - The core viewpoint of the article highlights Meituan's focus on technology innovation to enhance consumer quality of life services and drive digital transformation in the service industry [1] - As of August 15, Meituan's stock price decreased by 2.97%, reaching HKD 120.7 per share with a trading volume of HKD 306 million [1] - Meituan reported total revenue of RMB 86.557 billion and a net profit of RMB 10.057 billion as of the first quarter of 2025 [2] Group 2 - Meituan is positioned as a leading e-commerce platform centered around food services, emphasizing customer-centric approaches and social responsibility [1] - The company plans to continue increasing its investment in technology research and development to create social value and achieve win-win development with partners [1]
滚动更新丨A股三大股指集体低开,算力产业链领跌
Di Yi Cai Jing· 2025-08-15 01:39
算力产业链领跌,GPU、CPO方向回调明显;人工智能走弱。光刻机、脑机接口题材活跃。 (持续更新中……) 09:25 A股开盘|三大股指集体低开 算力产业链领跌 三大股指集体低开,沪指跌0.18%,深成指跌0.28%,创业板指跌0.2%。算力产业链领跌,GPU、CPO方向回调明显;人工智能走弱。光刻机、脑机接口 题材活跃。 | 板块名称 | 涨幅 | 主力金额 | 板块名称 | 涨幅 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 芬太尼 | +0.59% | -244.9万 | 关装重组概念 | -1.50% | +579.4万 | | 科创次新股 | +0.58% | +1018/כ | 多元金融 | -1.03% | -1670/- | | 超级电容 | +0.57% | -441.2 - | 贵金属 | -0.99% | -912.2 / | | 高压氧舱 | +0.54% | +1118万 | 工程机械 | -0.74% | +1566万 | | 油气开采及服务 | +0.47% | +286.4/7 | F5G概念 | -0.67% | -3353 ...
港股开盘:恒指跌0.77%、科指跌1.2%,科网股普跌,阿里、京东、美团均跌超2%,银诺医药IPO首日高开285%
Jin Rong Jie· 2025-08-15 01:39
Market Overview - The Hong Kong stock market opened lower, with the Hang Seng Index down 0.77% at 25,322.1 points, the Hang Seng Tech Index down 1.2% at 5,509.09 points, and the National Enterprises Index down 0.81% at 9,054.94 points [1] - Technology stocks collectively declined, with Alibaba down 2.05%, Tencent down 0.51%, JD Group down 2%, Xiaomi down 1.13%, NetEase down 2.6%, Meituan down 2.01%, Kuaishou down 1.33%, and Bilibili down 1.06% [1] - Biotechnology stocks saw some gains, with Yinuo Pharmaceutical opening over 285% higher on its first trading day [1] - Cryptocurrency-related stocks fell, with OKLink down over 7% [1] - Chinese brokerage stocks corrected, with Guolian Minsheng down over 1% [1] Company News - China Telecom reported a revenue of 271.5 billion yuan for the first half of the year, a year-on-year increase of 1.3%, and a net profit of 23 billion yuan, up 5.5% [2] - CK Hutchison Holdings recorded a revenue of 240.663 billion HKD for the first half, a 3.45% increase, but a net profit of 0.852 billion HKD, down 91.65% [2] - Longfor Group reported a revenue of 25.386 billion HKD, a 15.3% increase, but a net profit of 6.302 billion HKD, down 26.7% [2] - JD Group's second-quarter revenue was 356.7 billion yuan, a 22.4% increase, but net profit fell approximately 50.8% to 6.2 billion yuan [2] - JD Logistics reported a revenue of 98.532 billion yuan for the first half, a 14.11% increase, and a net profit of 2.58 billion yuan, up 13.93% [3] - JD Health reported a revenue of 35.29 billion yuan, a 24.5% increase, and a net profit of 2.596 billion yuan, up 27.45% [4] - NetEase reported a revenue of 56.72 billion yuan, an 8.37% increase, and a net profit of 18.902 billion yuan, up 31.33% [5] - NetEase Cloud Music reported a revenue of 3.827 billion yuan, a 6% decrease, but a net profit of 1.946 billion yuan, up 121% [6] - China National Pharmaceutical Group reported a revenue of 36.797 billion yuan, a 2.62% decrease, and a net profit of 0.666 billion yuan, down 10.43% [6] - MTR Corporation reported a revenue of 27.36 billion HKD, a 6.5% decrease, but a net profit of 7.709 billion HKD, up 27.5% [6] - Weibo reported a revenue of approximately 842 million USD, a 0.99% increase, and a net profit of approximately 233 million USD, up 44.17% [7] - Geely Automobile's Zeekr Group reported a second-quarter automotive sales revenue of 22.916 billion yuan, a 2.2% increase [8] Industry Insights - According to China Merchants Securities, the current market is characterized by liquidity-driven dynamics, with market sentiment cooling regarding domestic policy expectations [13] - Guotai Junan Securities suggests focusing on high-barrier industries such as public utilities and rare earths, as well as sectors benefiting from product exclusivity and AI advancements [13] - The steel industry is expected to gradually recover from losses, with market-driven supply adjustments beginning to take effect [14]
智通港股沽空统计|8月15日
智通财经网· 2025-08-15 00:22
Short Selling Ratios - Great Wall Motor-R (82333) has the highest short selling ratio at 100.00% [1][2] - JD Health-R (86618) follows with a short selling ratio of 93.03% [1][2] - Hang Seng Bank-R (80011) ranks third with a short selling ratio of 87.90% [1][2] Short Selling Amounts - Tencent Holdings (00700) leads in short selling amount with 3.137 billion [1][2] - Alibaba-SW (09988) has a short selling amount of 1.475 billion [1][2] - Ping An Insurance (02318) follows with a short selling amount of 1.396 billion [1][2] Deviation Values - Geely Automobile-R (80175) has the highest deviation value at 48.86% [1][2] - Hang Seng Bank-R (80011) has a deviation value of 42.65% [1][2] - Lenovo Group-R (80992) ranks third with a deviation value of 34.46% [1][2]
智通港股通资金流向统计(T+2)|8月15日
智通财经网· 2025-08-14 23:32
Key Points - The top three stocks with net inflows from southbound funds are Yingfu Fund (02800) with 3.997 billion, Hang Seng China Enterprises (02828) with 2.135 billion, and Tencent Holdings (00700) with 0.897 billion [1][2] - The top three stocks with net outflows are Kuaishou-W (01024) with -2.370 billion, Meituan-W (03690) with -0.425 billion, and Li Auto-W (02015) with -0.321 billion [1][2] - In terms of net inflow ratio, the top three are Luk Fook Holdings (00590) at 71.93%, Prudential (02378) at 59.15%, and China International Marine Containers (03899) at 45.05% [1][2] - The top three stocks with the highest net outflow ratios are Reshape Energy (02570) at -82.75%, New天绿色能源 (00956) at -62.88%, and Sinopec Oilfield Service (01033) at -48.49% [1][2] Net Inflow Rankings - Yingfu Fund (02800) had a net inflow of 3.997 billion with a net inflow ratio of 37.08% and closed at 25.480 (+0.31%) [2] - Hang Seng China Enterprises (02828) had a net inflow of 2.135 billion with a net inflow ratio of 27.52% and closed at 91.240 (+0.35%) [2] - Tencent Holdings (00700) had a net inflow of 0.897 billion with a net inflow ratio of 11.61% and closed at 559.500 (-0.27%) [2] Net Outflow Rankings - Kuaishou-W (01024) had a net outflow of -2.370 billion with a net outflow ratio of -28.40% and closed at 71.600 (-9.25%) [2] - Meituan-W (03690) had a net outflow of -0.425 billion with a net outflow ratio of -11.18% and closed at 119.400 (+0.17%) [2] - Li Auto-W (02015) had a net outflow of -0.321 billion with a net outflow ratio of -18.00% and closed at 94.050 (-1.05%) [2] Additional Insights - The net inflow ratio for Shenzhen Expressway (not listed in the top three) is 42.76% [3] - The net outflow ratio for China Traditional Chinese Medicine (not listed in the top three) is -45.54% [3]
智通ADR统计 | 8月15日
智通财经网· 2025-08-14 22:43
Market Overview - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 103.043, up 2.63% from the previous close, while Tencent Holdings closed at HKD 585.875, down 0.70% [1][2] Stock Performance Summary - Tencent Holdings (00700) latest price: HKD 590.000, change: +HKD 4.000 (+0.68%), ADR price: HKD 585.875, decline: -HKD 4.125 (-0.70%) [2] - Alibaba Group (09988) latest price: HKD 121.800, change: -HKD 1.900 (-1.54%), ADR price: HKD 119.737, decline: -HKD 2.063 (-1.69%) [2] - HSBC Holdings (00005) latest price: HKD 100.400, change: -HKD 0.315 (-0.31%), ADR price: HKD 103.043, increase: +HKD 2.643 (+2.63%) [2] - AIA Group (01299) latest price: HKD 76.900, change: +HKD 0.500 (+0.65%), ADR price: HKD 76.338, decline: -HKD 0.562 (-0.73%) [2] - Meituan (03690) latest price: HKD 124.400, change: +HKD 0.100 (+0.08%), ADR price: HKD 121.813, decline: -HKD 2.587 (-2.08%) [2] - NetEase (099999) latest price: HKD 207.800, change: -HKD 7.600 (-3.53%), ADR price: HKD 203.157, decline: -HKD 4.643 (-2.23%) [2] - Hong Kong Exchanges and Clearing (00388) latest price: HKD 439.200, change: -HKD 0.600 (-0.14%), ADR price: HKD 435.548, decline: -HKD 3.652 (-0.83%) [2] - Ping An Insurance (02318) latest price: HKD 57.900, change: +HKD 1.100 (+1.94%), ADR price: HKD 57.146, decline: -HKD 0.754 (-1.30%) [2] - JD.com (09618) latest price: HKD 125.100, change: -HKD 2.300 (-1.81%), ADR price: HKD 123.693, decline: -HKD 1.407 (-1.13%) [2] - Kuaishou Technology (01024) latest price: HKD 75.200, change: +HKD 0.250 (+0.33%), ADR price: HKD 74.811, decline: -HKD 0.389 (-0.52%) [2]