编辑 | 余溯 出品 | 潮起网「加盟指南」 在繁华的商场、熙攘的影院、忙碌的机场和火车站，我们常常能看到一排排列整齐的共享按摩椅，而乐摩吧便是其中颇具影响力的品牌之一。作为福建乐摩 物联科技股份有限公司旗下的明星项目，乐摩吧在共享按摩椅赛道上一路疾驰，试图在港股IPO的舞台上绽放光芒。 我们将深入剖析乐摩吧这一加盟项目，全面梳理其优势与劣势，为有意向加盟的投资者提供详细参考。 乐摩吧的历史 乐摩吧诞生于共享经济蓬勃发展的2016年，创始人谢忠惠有着丰富的商业经验，曾执掌真彩文具销售体系。他与按摩椅行业资深人士韩道虎携手，将目光投 向了当时尚属蓝海的共享按摩椅领域，推出"乐摩吧"品牌。 历经多年发展，乐摩吧已在全国构建起庞大的服务网络。截至2025年7月，其服务网点超过4.8万个，投放按摩设备突破53.5万张，业务覆盖中国大陆31个省 级行政区的339个城市，累计服务可识别用户超1.65亿，注册会员达3200万名。在市场份额方面，按交易额计算，乐摩吧在2021-2023年连续三年稳居中国大 陆智能按摩服务提供商榜首，市场份额从29.4%攀升至37.3%。 乐摩吧的显著优势 经过多年的市场深耕与运营，乐摩吧在消 ...

Group 1 - Xtep officially joined JD's express delivery service, with over 2,500 offline stores offering a full range of products for a fast shopping experience [1] - The trend in sports consumption is becoming more diversified and personalized, with a significant increase in demand for convenience in shopping [3] - Recent sales data from JD's express delivery shows a notable increase in sports apparel and footwear sales, with sports apparel sales up 275% year-on-year and sports footwear sales up 266% [3] Group 2 - The State Council recently issued guidelines to enhance the sports industry, aiming to cultivate world-class sports enterprises and expand the sports industry scale to over 7 trillion yuan by 2030 [5] - Xtep's partnership with JD's express delivery not only meets immediate consumer needs but also signals a transformation in the sports goods industry [5] - By leveraging JD's express delivery capabilities, Xtep can quickly deliver products to consumers, enhancing both online and offline shopping experiences [7] Group 3 - Xtep's revenue reached nearly 7 billion yuan in the first half of 2025, and it has become the top brand in terms of wear rate in major domestic marathon events [7] - Consumers can purchase a variety of Xtep products, including professional racing shoes and casual running shoes, through JD's express delivery [7] - Promotions are available for consumers on JD's app until September 30, offering discounts on purchases [7] Group 4 - JD's express delivery has attracted various domestic and international brands, and it plans to continue expanding its brand partnerships to enhance product offerings and consumer convenience [9]

Core Insights - Meituan reported Q2 2025 revenue of 91.8 billion RMB, a year-on-year increase of 11.7%, reinforcing its market leadership [2] - The Meituan app surpassed 500 million monthly active users, with record-high annual transaction frequency [2] - CEO Wang Xing emphasized the commitment to enhancing consumer experience and investing in technological innovation for sustainable industry development [2] Local Business Performance - The core local business segment achieved revenue of 65.3 billion RMB, growing 7.7% year-on-year [2] - Meituan maintained its market leadership in the instant delivery sector, with peak daily order volume exceeding 150 million in July [2] - Average delivery time for full-service orders was 34 minutes, indicating improved user engagement [2] New Business Growth - New business segment revenue reached 26.5 billion RMB, a 22.8% year-on-year increase, with losses narrowing to 1.9 billion RMB [4] - Meituan's international expansion saw strong growth in Keeta's order volume and GTV, with significant market presence in Hong Kong and new services launched in Saudi Arabia and Qatar [4] Supply-Side Innovations - Meituan partnered with over 800 leading restaurant brands to open more than 5,500 satellite stores, aiming for over 10,000 by year-end [3] - The "flash purchase" service saw strong growth, expanding product categories beyond groceries to include electronics and beauty products [3] - The number of orders for in-store services grew over 40% year-on-year, with record transaction volume in travel services during the May holiday [3] Rider and Merchant Support Initiatives - Meituan implemented full coverage of work injury insurance for riders in 17 provinces, with plans for nationwide pension insurance subsidies by year-end [6] - The company established a 1.6 billion RMB summer rider support fund and expanded health care plans for riders and their families [6] - Meituan's initiatives to support merchants included cash subsidies and operational innovations, benefiting over 300,000 restaurant businesses [6] Food Safety and Technological Advancements - Meituan promoted the "Internet + Bright Kitchen" model, with 117,000 merchants participating, aiming for over 200,000 by 2025 [7] - The company invested 6.3 billion RMB in R&D, a 17.2% increase, and expanded drone delivery services across multiple cities [7] - CFO Chen Shaohui highlighted the resilience of the core local business and the growth potential of new ventures [7]

Core Insights - Meituan reported a revenue of 91.8 billion RMB for Q2 2025, marking an 11.7% year-on-year growth, reinforcing its market leadership [1] - The company achieved a peak daily order volume of over 150 million in July for instant retail, setting a new record [1] - Meituan's core local commerce segment generated 65.3 billion RMB in revenue, reflecting a 7.7% year-on-year increase [1] Business Performance - The new business segment recorded a revenue of 26.5 billion RMB, up 22.8% year-on-year, with losses narrowing to 1.9 billion RMB [3] - Meituan's international expansion saw strong growth, particularly in the Hong Kong market, and the launch of services in 20 cities in Saudi Arabia and Qatar [3] Strategic Initiatives - Meituan has partnered with over 800 leading restaurant brands to open more than 5,500 satellite stores, aiming to exceed 10,000 by year-end [2] - The company has established over 50,000 lightning warehouses nationwide to support local small businesses in their digital transformation [2] Social Responsibility and Sustainability - Meituan has implemented measures to enhance rider welfare, including full coverage of work injury insurance and a summer subsidy program totaling 1.6 billion RMB [4] - The company is promoting food safety through the "Internet + Bright Kitchen" initiative, with 117,000 merchants participating and a goal of 200,000 by 2025 [5] Technological Investment - Meituan invested 6.3 billion RMB in R&D, a 17.2% increase year-on-year, and has launched 64 drone delivery routes across multiple cities [5] - The company emphasizes a win-win approach and aims to foster sustainable growth across its business segments [5]

Core Insights - The core viewpoint of the articles highlights the successful integration of the skincare brand Chando into Taobao's flash purchase service, which has significantly enhanced its market presence and sales performance in a short period of time [1][4]. Group 1: Company Strategy - Chando has adapted its product selection, warehousing, and supply chain strategies to meet the immediate consumer demand for beauty and personal care products, implementing a "6:3:1" inventory design with 60% bestsellers and 30% emergency touch-up products [1]. - The brand has experienced rapid success, ranking among the top five in the beauty category on Taobao flash purchase within two weeks of launch [1][4]. - Chando plans to increase its investment in Taobao flash purchase, expanding its product lines to include skincare, masks, personal care, cosmetics, and men's series, while also enhancing customer interaction through membership systems and community operations [4]. Group 2: Market Impact - The launch of Taobao flash purchase has led to a significant increase in consumer demand for beauty products, with order volumes for body powder, floral water, sunscreen, and powder cakes seeing year-on-year growth rates of over 700%, 350%, 200%, and 120% respectively [5]. - Since its launch in May, Taobao flash purchase has driven substantial growth for non-food brands, with 395 brands achieving monthly sales exceeding 1 million yuan and 66 brands surpassing 10 million yuan [5]. - The platform's ability to provide immediate delivery services has allowed brands to expand their business reach and meet previously unmet consumer needs, creating new growth opportunities [5].

Group 1 - Taobao Flash Sale is leading a significant commercial transformation in the digital consumption wave, with over 12,000 non-food physical stores joining the platform in July, including well-known brands like Moutai and Semir, resulting in record daily order volumes [1] - In the past week, 57,000 non-food small stores on Taobao Flash Sale achieved historic order peaks, with over 100,000 stores doubling their monthly revenue, indicating strong momentum for the digital transformation of the retail sector [1] Group 2 - The demand for instant delivery has expanded Taobao Flash Sale's service scenarios beyond food to include 3C digital products, clothing, and beverages, catering to increasingly diverse consumer needs [3] - Brands like Lingerie Group have seen significant order growth after joining Taobao Flash Sale, with VERO MODA, ONLY, and JACK & JONES experiencing order increases of 5 times, 3 times, and nearly 2 times, respectively [3] - Chain brands are moving their offline stores to Taobao Flash Sale, enhancing shopping experiences and discovering new growth opportunities, with companies like Xiaomi achieving a 4-fold increase in daily order volume through targeted coupon distribution [3] Group 3 - County-level service consumption is also showing remarkable growth, with restaurant orders in places like Huaihua County and Lijin County increasing by over 10 times compared to June [4] - Over 60,000 county-level small stores have actively joined Taobao Flash Sale, with more than 120,000 stores seeing order volume growth exceeding 100% in July [4] - The booming takeaway market is not only expanding the service consumption market but also promoting regional consumption upgrades, enhancing local consumption potential and diversifying the market [4]

Core Insights - The summer has seen a positive competitive landscape in the food delivery market, benefiting consumers, merchants, and delivery personnel alike [1] - Instant delivery services have expanded beyond food delivery, effectively boosting service consumption and driving growth in offline retail [1] Group 1: Market Dynamics - The integration of platforms like Taobao Flash has led to significant growth in non-food orders, with a 143% increase since July and over 240,000 new registered merchants, primarily small businesses [1] - Local supermarkets, such as Mingdu Supermarket, have experienced a more than threefold increase in orders and a 20-fold increase in revenue since joining Taobao Flash [1][2] - Traditional supermarkets like Shuntianfu have seen a shift in customer demographics, attracting a younger audience, with daily order volumes doubling since May [4] Group 2: Consumer Behavior - The evening orders on Taobao Flash are predominantly from younger consumers, indicating a shift in shopping habits that complement traditional retail [2][4] - The rise in online shopping has also led to increased foot traffic in physical stores, as younger customers who order online often visit the stores afterward [4] Group 3: Product Categories and Sales Growth - There has been a significant surge in orders for fruit products on Taobao Flash, with some brands like "Cut Fruit NOW!" seeing daily orders increase from 40,000 to a peak of 157,000 [7] - The fruit store Xian Guo Yi Hao reported a 400%-500% increase in daily orders and a 5%-10% rise in average gross profit since joining Taobao Flash [8] - The beauty and fashion sectors are also benefiting, with brands like Jiyue experiencing a surge in orders without a decline in other platforms, indicating overall market expansion [10] Group 4: Employment and Community Impact - The growth in online sales has led to increased hiring in stores, with older employees being recruited to assist in both online and offline sales [5][6] - Delivery personnel are being provided with complimentary refreshments, enhancing their work experience during peak summer months [8]

Core Insights - Taobao Flash Sale has launched a subsidy plan of 50 billion yuan, resulting in daily orders exceeding 80 million and active users surpassing 200 million [2][5] - Over the past two months, Taobao Flash Sale contributed approximately 60% of the total market's new daily orders, which amounted to 1 billion [2][5] Group 1: Business Growth - Taobao Flash Sale, which was upgraded from "Hour Delivery" on April 30, has shown rapid growth, with daily orders reaching over 40 million by May 26 and 60 million shortly after [3][5] - The platform's growth is attributed to the new "big consumption" business model, which creates new consumer experiences and service scenarios [2][6] Group 2: Subsidy Impact - The 50 billion yuan subsidy is fully funded by the platform, requiring no investment from merchants, and aims to stimulate new consumption while avoiding price wars among small businesses [4][6] - The subsidy is expected to generate a consumption increment of at least 100 billion yuan, acting as a "consumption voucher" for users [6][7] Group 3: Market Dynamics - The market capacity for daily orders has reached 200 million, with Meituan also reporting over 120 million daily orders, indicating a competitive landscape [5][8] - Experts suggest that the timing of the subsidy plan aligns with seasonal demand increases due to summer weather and holiday travel, enhancing immediate consumption needs [7][8] Group 4: Competitive Landscape - Taobao Flash Sale's rapid growth contrasts with JD's focus on differentiated growth and Meituan's increasing competitive pressure, highlighting the need for strategic adjustments [8] - Taobao's strengths include its extensive online operational capabilities and user base, while Meituan must enhance its supply chain in the physical e-commerce sector to meet diverse consumer demands [8]

Core Viewpoint - The article highlights the intense competition between Meituan and Alibaba in the instant retail and food delivery market, driven by significant promotional subsidies during the summer consumption peak, leading to record order volumes and potential market restructuring [4][6][8]. Group 1: Order Volume and Market Activity - As of July 5, Meituan's instant retail orders exceeded 120 million, with over 100 million being food delivery orders, accounting for over 80% of the total [1]. - The surge in orders was attributed to a "subsidy war" initiated by Alibaba and Meituan, with both platforms offering substantial discounts and coupons to stimulate consumer spending [4]. - On the same day, Meituan experienced a peak order volume that triggered server protection measures, causing temporary service disruptions for some users [5]. Group 2: Competitive Landscape - Alibaba's Taobao Shanguo announced a 500 billion yuan subsidy plan aimed at boosting consumer and merchant engagement, resulting in significant order growth for restaurant chains and small businesses [5]. - Goldman Sachs outlined three potential competitive scenarios for the food delivery and instant retail market, indicating that the current price war aims to capture user traffic for cross-selling more profitable services [6][7]. - The ongoing competition is expected to reshape the industry landscape, with total investments from the major players reaching 25 billion yuan in June alone [6]. Group 3: Future Market Projections - Goldman Sachs estimates that the food delivery market could reach 2.4 trillion yuan and the instant retail market could reach 1.5 trillion yuan by 2030, driven by improved supply chain efficiencies and new consumption models [8].

Group 1 - The concept of "instant consumption" is reshaping consumer habits and shortening the consumption chain, driven by the rapid pace of life and deepening online shopping habits [1][2] - During Mother's Day, there was a significant increase in demand for instant delivery services, with data showing a 161% year-on-year growth in supermarket and department store orders and a 143% increase in beverage orders [1] - Major platforms like Taobao and JD.com are intensifying competition in the instant delivery space, with Taobao upgrading its "hourly delivery" service and launching a "super 10 billion subsidy" campaign in collaboration with Ele.me [1] Group 2 - Instant delivery is becoming a critical competitive tool for local supermarkets, tea shops, retail, and food services, with brands like Luckin Coffee and Haidilao establishing deep partnerships with instant delivery services [2] - Online consumption is expanding into instant delivery, as seen with various platforms launching flower sections for Mother's Day and Douyin offering a "flower hourly delivery" coupon package to stimulate spending [2] - Experts believe that with upcoming consumption events like 520 and 618, instant delivery will continue to play a vital role in connecting businesses and consumers, injecting new vitality into the market [2]