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联华、盒马、山姆等平台宣布:春节调价
Sou Hu Cai Jing· 2026-02-11 07:08
Core Viewpoint - Major online shopping platforms are announcing "no closure during Spring Festival," adjusting delivery fees while ensuring holiday delivery services [1] Group 1: Delivery Fee Adjustments - Century Lianhua will increase the basic delivery fee by 1 yuan to 6 yuan per order from February 14 to February 21, 2026, due to tight delivery capacity during the Spring Festival [3] - Sam's Club will add a 3 yuan Spring Festival delivery fee per order from February 11 to February 24, 2026, to subsidize delivery personnel [5] - Hema will charge a uniform basic delivery fee of 6 yuan per order for all users from February 14 to February 21, 2026, regardless of order amount, with overweight charges applied as per regular standards [7] - Dingdong Maicai will charge an additional 3 yuan Spring Festival service fee per order from February 15 to February 21, 2026, due to tight delivery capacity [10] Group 2: Industry Response - Many consumers express understanding of the fee adjustments, acknowledging the challenges faced by delivery personnel during the holiday season [12] - Most express delivery companies and online platforms will continue to provide collection and delivery services during the Spring Festival, ensuring that customer needs are met [13][14]
山姆、盒马、叮咚集体通知,最多一次+6元
Sou Hu Cai Jing· 2026-02-11 06:50
Core Viewpoint - The article discusses the adjustments made by various online platforms regarding delivery fees during the upcoming Chinese New Year holiday, highlighting the balance between maintaining service and compensating delivery personnel. Group 1: Delivery Fee Adjustments - Sam's Club announced an additional charge of 3 yuan per order for online deliveries from February 11 to February 24, 2026, due to tight delivery capacity during the holiday [1] - Hema stated that from February 14 to February 21, 2026, all online orders would incur a basic delivery fee of 6 yuan per order, with additional charges for overweight items [3] - Dingdong Maicai will also charge an extra 3 yuan service fee per order from February 15 to February 21, 2026, due to similar capacity constraints [6] Group 2: Alternative Approaches by Other Platforms - Meituan will not increase delivery fees during the holiday, focusing instead on subsidizing riders through cash incentives and other benefits [7] - Taobao Shanguo plans to invest nearly 2 billion yuan in rider incentives from February 4 to March 3, 2026, while keeping consumer fees unchanged [8] - JD.com announced a commitment of over 1.3 billion yuan for employee welfare during the nine-day holiday period starting February 3, 2026 [9]
中小生鲜服务商,在煎熬中迎接并购“巨变”
Sou Hu Wang· 2026-02-11 04:49
中小供应商的真实困境与生存诉求,成了这场巨头整合中,最值得被看见的一环。核心的问题也随之而 来: 当巨头将效率推至极致,生鲜赛道生态失衡,又该如何兼顾无数从业者的生计与未来? 01合作地位的"异化" 2026年2月,美团7.17亿美元收购叮咚买菜。 这桩生鲜行业的资本交易,牵动的远不止行业格局。当市场普遍把目光聚焦于并购后消费体验升级、赛 道规则重塑上,鲜少有人留意到,一群扎根生鲜供应链的中小供应商,正被推到生存的关口。 他们是生鲜赛道里最鲜活的从业者、产业链上的毛细血管。时至今日,此次收购所扬起的尘土,对于这 些生鲜商家们如同一座座大山。合作地位的动摇、经营压力的陡增、发展空间的挤压……让不安与焦虑 笼罩着这个群体。 生鲜供应链的"大清洗"已然开启。 每天50公斤鲜切冷鲜牛肉从库房整装发出,送往叮咚买菜的各个前置仓。 这是郑义(化名)团队与叮咚买菜合作一年半来的日常。50公斤/天,不算庞大的供货量,却让这家生鲜赛 道的小企业,在行业里站住了脚。郑义表示,当初选择叮咚买菜,就是看中平台对中小供应商有难得的 包容度: 合作流程灵活适配小厂产能,不用硬扛大厂的规模化要求;即便他们工厂日均供货量不大,也能拥有基 础 ...
叮咚买菜:将自己做成一个「利于并购」的标的
3 6 Ke· 2026-02-10 10:16
此前有消息称,叮咚有意考虑出售后,多家买方曾先后报价或尽调,包括阿里、美团、京东、德弘资本 等。不过,市场观点认为,阿里出手的可能性极低;而出售给投资机构,对于叮咚买菜而言,又或许并 非最优解。 如此一来,美团和京东便成为两个最大的潜在"优质买家"。最终美团以看似"便宜"的价格入手,背后亦 有一些复杂因素。 美团:看中叮咚的供应链来支撑小象 从早期的美团买菜,到后来的美团优选,再到持续优化的即时配送体系,美团一直在寻找能够彻底打 通"最后一公里"生鲜消费的最佳路径。 "去年8月份前,叮咚应该已经有部分供应链负责人被美团'挖角'。" 伴随美团收购叮咚买菜公告发布,近日,「明亮公司」从多个独立信源处获悉,2025年8月份,已有部 分工程外包商接到"来自美团的工程订单",并被要求完成供应商"入库"流程。 这些外包商此前均对接叮咚工厂的一个工程"总包"服务商。"我们猜测,很可能是此前叮咚工厂负责该 业务的对接人被挖角到了美团,并且将自己的供应商带了过去。一旦'总包'商被带过去,其手中的小供 应商也会接到新的订单。" 2月5日,美团(3690.HK)于港交所发布公告,称将以约7.17亿美元的初始对价,完成对叮咚买菜 ( ...
山姆、盒马、叮咚集体通知:春节调价
Sou Hu Cai Jing· 2026-02-10 07:27
Core Viewpoint - Major online platforms are announcing adjustments to delivery fees during the upcoming Spring Festival, with some platforms implementing additional charges to support delivery personnel during this busy period [1][3][6]. Delivery Fee Adjustments - Sam's Club will charge an additional 3 yuan per order for online deliveries from February 11 to February 24, 2026, due to tight delivery capacity during the Spring Festival [1]. - Hema will charge a base delivery fee of 6 yuan per order for all users from February 14 to February 21, 2026, regardless of order amount, with additional charges for overweight items [3][4]. - Dingdong Maicai will also impose an extra 3 yuan service fee for orders during the period from February 15 to February 21, 2026, due to delivery capacity constraints [6]. Platforms Maintaining Current Fees - Meituan Waimai will not increase delivery fees during the Spring Festival, focusing instead on subsidizing riders through cash incentives and other benefits [7]. - Taobao Shanguo plans to invest nearly 2 billion yuan in rider incentives during the Spring Festival, but consumer delivery fees will remain unchanged [7]. - JD.com announced it will invest over 1.3 billion yuan in employee welfare during the Spring Festival [8]. Courier Services - Several courier companies, including SF Express and JD Logistics, are committed to ensuring package delivery during the Spring Festival while implementing resource adjustment fees due to increased demand [9][10]. - SF Express will charge a resource adjustment fee of 0.1 to 1.5 yuan per kilogram for certain shipments from January 19 to February 15, 2026, and additional fees during the Spring Festival [10]. - DeBang Express will also implement dynamic adjustment fees for deliveries during the Spring Festival, with specific charges based on customer agreements [11][13].
春节运力紧张,山姆、盒马、叮咚买菜宣布调价
Xin Lang Cai Jing· 2026-02-10 07:12
Core Viewpoint - Major platforms including Sam's Club, Hema, and Dingdong Maicai have announced adjustments to their service arrangements and delivery fees during the Spring Festival period in 2026, reflecting the challenges of maintaining service during peak holiday demand [1][2]. Group 1: Sam's Club - From February 11 to February 24, 2026, Sam's Club will charge an additional 3 yuan per order as a Spring Festival delivery fee on top of the existing delivery charges, aimed at subsidizing delivery personnel who work during the holiday [1][2]. Group 2: Hema - Hema will implement a flat delivery fee of 6 yuan for all orders, regardless of the order amount, from February 14 to February 21, 2026. Overweight items will incur additional charges based on regular standards, with the original fee structure resuming after the holiday [1][2]. Group 3: Dingdong Maicai - Dingdong Maicai will charge an extra 3 yuan service fee per order from February 15, 2026, 00:00 to February 21, 2026, 24:00, due to tight delivery capacity during the Spring Festival. This fee will be added to the existing charges [1][2].
山姆、盒马等宣布春节加价
Sou Hu Cai Jing· 2026-02-10 06:18
开始进入假期 在线上,今年各大平台 纷纷宣布"春节不打烊" 在不打烊的前提下 春节假期近在眼前 在线下 这几天许多店铺已结束年前营业 对春节假期配送费用 做出了一些调整 山姆发布春节运费说明称,由于春节运力紧张,为保障线上配送服务,2026年2月11日至2月24日期间下 单,山姆线上配送在现有运费基础上将每单加收3元春节运费,用于补贴春节期间坚守岗位的配送员。 盒马发布通知称,春节期间(2026年2月14日0点至2月21日24点),全部用户(含X会员)通过盒马 APP/盒马鲜生微信小程序/盒马支付宝小程序/淘宝小程序/盒马作为商家入驻的其他平台下单购买[盒马 鲜生/盒马mini】商品的线上配送订单,任意金额订单均按照6元/单收取基础运费;如订单商品超重,按 日常标准加收超重运费。前述期间结束后恢复日常运费标准。 叮咚买菜表示,因春节期间运力紧张,腊月廿八0点至正月初五24点(2026年2月15日0点至2026年2月21 日24点),将与往年一致,每单额外收取3元春节服务费。 对此 不少网友表示能够理解 "大过年的,不容易" "合情合理" 不过,也有部分平台表示 春节期间不对费用进行调整 美团外卖方面,2026 ...
山姆、盒马、叮咚集体官宣:春节调价
财联社· 2026-02-10 05:48
Core Viewpoint - Major online shopping platforms are announcing "no closure during Spring Festival," ensuring holiday delivery services while adjusting delivery fees to support frontline delivery personnel [1][2][4][7]. Group 1: Sam's Club - Sam's Club will charge an additional 3 yuan Spring Festival delivery fee from February 11 to February 24, 2026, to support delivery personnel during the holiday [2][4]. - The fee adjustment is aimed at ensuring online delivery services amid tight logistics capacity during the Spring Festival [1][2]. Group 2: Hema - Hema will implement a uniform delivery fee of 6 yuan per order for all users from February 14 to February 21, 2026, regardless of order amount, with additional charges for overweight items [4][5]. - The delivery fee structure will revert to the original rates after the holiday period [4][5]. Group 3: Dingdong Maicai - Dingdong Maicai will also charge an extra 3 yuan Spring service fee from February 15 to February 21, 2026, consistent with previous years [7][10]. - This fee is intended to address the increased demand and tight logistics during the Spring Festival [7][10].
叮咚买菜回应收购:业务正常运营 连续九年春节不打烊
Zheng Quan Ri Bao Wang· 2026-02-10 04:49
Core Viewpoint - Meituan announced plans to acquire Dingdong Maicai's China business, raising concerns among users about the future quality of products and services offered by Dingdong Maicai [1] Group 1: Company Operations - Dingdong Maicai reassured users that its business and team are operating normally and will continue to provide high-quality products and services [1] - The company has established a quality control center since its inception in 2017, implementing a "7+1" full-chain quality control system covering all aspects from production to user feedback [4] - Dingdong Maicai has committed to maintaining its quality standards and has encouraged product developers to understand market changes and consumer needs [4] Group 2: Consumer Engagement - Users on social media expressed their loyalty and appreciation for Dingdong Maicai, sharing positive experiences and highlighting the quality and uniqueness of its products [1] - Many consumers recalled the warmth and support provided by Dingdong Maicai during the Shanghai pandemic, indicating a strong emotional connection to the brand [1] Group 3: Holiday Preparations - To meet the increased demand during the upcoming Spring Festival, Dingdong Maicai has doubled its stock of fresh vegetables and meat compared to regular levels [5] - Over 70% of frontline staff have chosen to remain on duty during the holiday, ensuring stable delivery services through scientific scheduling and staggered leave [5] - Dingdong Maicai will continue its tradition of operating during the Spring Festival for the ninth consecutive year, promising to provide fresh and safe ingredients for family celebrations [4][5]
集体充会员的江浙沪,在抵制叮咚买菜被收购
3 6 Ke· 2026-02-10 04:22
"我充三年会员,叮咚能不被美团收购吗?""我充十年会员,江浙沪地区能不能独立保留?" 社交媒体上,大量江浙沪用户用半开玩笑的语气,表达着对美团收购叮咚买菜的不舍与抗拒。 这些戏谑的提问背后,是用户对叮咚买菜满足小众需求的认同,也表露出用户对叮咚未来被美团雪藏的焦虑。 叮咚买菜2017 年5 月创立,深耕长三角,以前置仓模式做出特色并成为行业标杆,平台汇聚各地特色商品、小众食材,被网友称作"电商版舌尖上的中 国",其选品精准契合都市家庭和注重品质的消费者需求,攒下了一批稳定且忠诚的用户。 大家担心,一旦叮咚被纳入美团生态,其差异化商品力、精细化服务与独立品牌调性会被逐步弱化,最终沦为美团体系中一个被边缘化的业务单元,失去 陪伴多年的宠溺感与专属感。 在社交平台,叮咚的忠实用户集中展示独爱的美食,"有豆志""蔡常青" 等商品排在前列,相关话题难掩那种"快要失去才格外珍惜"的无奈。 这场源于用户情绪的抵制,本质是独立生鲜品牌与巨头整合逻辑的碰撞,也让即时零售赛道里,用户真正的需求变得格外清晰。 美团的防御先手棋,50亿拿下叮咚买菜 2026年2 月5 日,美团正式发布公告,宣布以7.17 亿美元(约合人民币50 亿 ...