（来源：唐山劳动日报） 本报讯 （记者梁竞艳 通讯员宋彪）"十四五"期间，数字经济与实体经济深度融合的浪潮下，路南区以 社区电商为支点，走出了一条联结城乡、激活民生的高质量发展之路。从田间地头到居民餐桌，这 条"短链供应"新路径不仅是区域商业创新的生动实践，更成为"十四五"发展成果的鲜活注脚。 家门口的电商团购 给居民最优质购物体验 "家人们快看啊！刚从田里收上来的大萝卜、沾着露珠的大白菜……都是绿色无公害的新鲜蔬菜，赶紧 下单啦！"直播间里，主播牛宝来正兴致勃勃地向网友推荐好物。屏幕前，观众热情高涨，下单不断。 "要给社区居民最优质的购物体验。"作为河北贝氧家项目管理有限公司总经理，牛宝来一路走来始终初 心不改。自2020年成立，贝氧家就扎根社区，探索社区团购新模式，秉持"质优价平 以品服人"宗旨， 为居民打造一站式购物平台。 牛宝来带领团队成功探索线上线下深度融合模式。构建高效供应链，源头直采、工厂对接，实现"从工 厂到家庭、从农田到餐桌"短链供应，保障品质与价格优势。独创"123456"运营原则，形成独特企业文 化与核心竞争力。如今，贝氧家在唐山、天津有近百家直营店，全国近400家合作经销商门店，发展势 ...

拉扯长达五年的社区团购拉锯战，随着美团优选的彻底关停推出后，画上了句号。 对很多人来说，这完全就是现实版的欧亨利式结尾。 情理之中是因为今年 6 月份，除浙江、广州之外的美团优选站点就已经关停了。 而意料之外则是，很多人都以为剩下两个核心城市，起码能苟过 2025 年。 赢了，又是拼多多赢了。 现在，拼多多麾下的多多买菜成了目前全国性社区团购的第一、唯一赢家。 一位已经干了快 4 年的美团团长 ruby 和差评君说，他们完全没有想到。 因为美团一退，意味着之前砸掉的那几百亿，打下的江山、搭建的数万个仓储节点、培养的用户心智、一个个村子跑出来的团长，全部拱手送给拼多多。 多多买菜这边自然也没辜负美团的" 好意 "，连夜进场捡漏。 先是捡了用户。ruby 和我说，美团没了之后，她本来已经不打算干了。 但架不住小区居民都不同意，大家已经习惯了便宜菜送到家门口的感觉。最后没办法，在大家的要求下她开了多多买菜站点。 更夸张的是，很多地方的多多买菜直接爆仓了。。。逼得人家连夜发通告，把截单时间提前了整整 1 个小时。 有用户反映说，第二天的提货时间也从早上的十点，延后到了十一点左右。 甚至有网友说，都给多多买菜整涨价了。 ...

这几年很多人习惯了在手机上打开社区团购如见或者小程序，选择一些便宜东西，第二天下班路上顺手去自提 点拎一袋菜。 2020年的"黑天鹅事件"改变了很多，这突如其来的变化也诞生了一些新的业态，比如社区团购。 也习惯了几毛钱一斤的土豆，二十个鸡蛋不到六块钱。 三个大品牌的社区团购就剩下多多买菜一个了，老百姓的选择的更少了。 同时也有了一个疑问，多多买菜还能坚持多久？ 有的人已经习惯于在团购平台买一些蔬菜和日用品了，难道这种生活方式要改变了吗？ 没过几个月，到了2025年6月，美团优选关掉了大部分地区。当时只留下广东浙江等少数市场。而到了12月，最 后两个区域也停。五年的社区团购实验，直接画上句号。 但是这种习惯在今年改变了，淘宝买菜于2025年3月宣布全国范围内停止次日自提服务，并下线多个城市的自提 点。 原有业务模式为本地供应商发货、消费者次日到自提点取货，转型后重心转向"淘宝买菜-农场直发"频道，商品 从产地直接通过快递配送至消费者手中。 ...

Core Viewpoint - Meituan is undergoing significant restructuring in its grocery and snack business, focusing on expanding its successful offline stores while shutting down underperforming segments like Meituan E-commerce and Meituan Youxuan [1][2][7] Group 1: Business Adjustments - Meituan is closing its e-commerce operations and Meituan Youxuan, while expanding its successful Xiaoxiang supermarket chain, which has opened its first large offline store in Beijing [1] - The decision to halt the Tuanhaohuo business reflects a shift towards exploring new retail formats, as the existing B2C e-commerce model has not gained significant traction among users [2][6] - Meituan Youxuan, a major loss-making segment, is being scaled back, with reports indicating its closure in most regions, which could help reduce overall losses in Meituan's new business sector [7][9] Group 2: Performance and Strategy - The Xiaoxiang supermarket, which evolved from Meituan's previous grocery initiatives, has expanded to over 30 cities and is now positioned as a comprehensive instant retail platform [1][10] - Meituan's new business losses narrowed to 7.3 billion yuan in 2024, a 63.9% reduction year-on-year, indicating a positive trend following the adjustments made to underperforming segments [9] - The new Xiaoxiang store features a diverse product range and aims to enhance customer experience, positioning itself similarly to high-end competitors like Sam's Club and Hema [10][11]

前言 大家好，我是言叔。今年的互联网圈就像个热闹的角斗场，AI赛道上巨头们砸钱比狠，外卖战场里补 贴战打得昏天黑地。 可就在这一片喧嚣里，有个巨头却安静得反常，它就是刚过完十周年的拼多多。 十周年啊，这在互联网公司里算得上"长寿"里程碑了。别家公司早早就办庆典、发全员信喊口号，拼多 多倒好，员工就领到件卫衣、一枚纪念币，再加几个多多鸡盲盒。 更有意思的是，不少人转头就把这些纪念品挂到咸鱼，几十块钱就卖了。 拼多多先弃了"轻运营"的执念，开了不少分公司专门对接，就是为了拿到补贴资格，关键商品的价格硬 是压到了对手之下。 财报会上的操作更颠覆认知。别的公司都把业绩往天上吹，拼多多却直言"增长放缓不可避免，利润没 持续性"。 拼多多这波"示弱"到底是真躺平，还是藏着什么没说的后手？ 三条暗线揭秘 其实，拼多多在这场厮杀中有着三条安县，第一条暗线，就是国补大战中的"迂回战术"。 今年电商圈最激烈的战场，当属千亿国补大战。家电数码这些大件，国家最多能补2000块，诱惑力十 足。阿里、京东、抖音都铆足了劲，组了上千人的团队在各地抢补贴名额。 这时候拼多多的短板就暴露了，它一直走轻运营路线，跟那些深耕线下多年的对手比，抢名 ...

生鲜赛道杀出新黑马！当不少玩家收缩战线时，曾低调的多多买菜突然发力，靠物流重构撕开新口子，在无人问津处完成逆袭，正以全新姿态书写行业变革 篇章。 街头零售迭代：服装铺冷清，闪电仓日销800单 广州番禺市桥的大北路，藏着零售业态迭代的缩影。曾经人声鼎沸的服装店铺如今门可罗雀，而部分铺面被改造成的"闪电仓"却逆势突围，日均800单的业 绩成为街头少数的"幸存者"。这些订单的主力是在天河通勤的年轻人，日均2小时的通勤让他们更依赖线上采购，街边商铺的兴衰已难入其眼。 而这一系列"小仓化"变革与轻模式落地，并非仅凭人力就能实现，背后离不开高效系统的技术支撑。 像广州赤焰信息（微信ID：chiyanmary）社区团购系统的订单整合、分拣提醒、配送调度等功能，恰好与这类网格仓的运营需求高度适配。 中心仓互补：扩容囤货，补上年货节物流短板 从市桥驱车半小时，便抵达多多买菜番禺化龙仓。这个曾辗转兴盛优选、淘菜菜的仓储宝地，如今被多多买菜接手后持续扩容。一方面是为年货节预留囤货 空间，另一方面则是地推发力、团长复开带来的单量预期。 网格仓站长直言，去年年货节因供应商囤货不足、配送滞后掉了链子，今年平台重点优化物流：一边升级中心仓 ...

Group 1: Economic Growth and Consumer Trends - Hunan's total retail sales of consumer goods exceeded 2.05 trillion yuan, with an average annual growth rate of 5.9%, surpassing the national average by 0.4 percentage points [2] - The upgrade in commodity consumption is evident, with policies like the trade-in program generating nearly 140 billion yuan in sales, benefiting over 16 million people [2] - The share of service consumption reached 51.3% in 2024, an increase of 8.2 percentage points since 2020, driven by cultural and tourism consumption [2] Group 2: Foreign Trade and Investment - Hunan's total import and export volume grew from 487.45 billion yuan in 2020 to 563.66 billion yuan in 2024, with an annual growth rate of 3.7% [3] - The province attracted 212 Fortune 500 companies, with significant foreign direct investment of 4.92 billion yuan in the first nine months of the year, and high-tech industries seeing a 33.2% increase in foreign investment [3] - Hunan's enterprises have expanded their international presence, with 2,321 companies investing in 113 countries, and the province's foreign trade network now includes 235 countries and regions [3] Group 3: Infrastructure and Platform Development - Hunan has established a multi-layered open support system, with 19 national-level parks and 8 customs special supervision zones, positioning itself as a leader in the central and western regions [4][5] - The Hunan Free Trade Zone has produced 109 institutional innovations, with 7 being replicated nationwide, contributing significantly to the province's foreign trade and foreign investment [4] - The province has successfully hosted the China-Africa Economic and Trade Expo, facilitating 512 signed projects worth 64.71 billion USD, enhancing economic cooperation with Africa [4]

Market Overview - The A-share market shows a mixed and volatile pattern, with the Shanghai Composite Index recovering gradually due to support from the consumer and cyclical sectors [4] - On November 10, the Shanghai Composite Index closed at 4018.60, while the Shenzhen Component Index fluctuated around 13400 points, supported by the consumer sector [6][13] Investor Sentiment - Investor sentiment is a crucial indicator of market performance, with 10,819 users participating in a sentiment survey on November 10 [2] - The overall market sentiment has improved, as evidenced by a significant increase in trading volume, with a total turnover of over 1 trillion, up 8.50% [9] Sector Performance - The market exhibited a "broad rise with differentiation" characteristic, with major consumer and cyclical stocks leading the gains. Notable sectors include liquor, food and beverage, and duty-free shops [8] - The technology sector, particularly electronics, communications, and high-end manufacturing, experienced notable adjustments [8] Fund Flows - There is a clear "high-low switch" in fund flows, with retail investors showing a net inflow while institutional investors are reallocating their portfolios, focusing on sectors with policy and earnings certainty [10][11] - Institutional investors are increasing their positions in consumer sectors such as liquor, cultural media, and food and beverage, while reducing exposure to consumer electronics, semiconductors, and communication equipment [11] Retail Investor Behavior - Retail investors are actively chasing stocks, particularly in consumer sectors related to the upcoming Double Eleven shopping festival, with significant interest in dairy and community group buying [11] - As of November 10, 30.65% of retail investors reported increasing their positions, while 12.55% reduced their holdings [15]

Core Insights - The article emphasizes the shift in community group buying from rapid expansion to focused refinement, highlighting the importance of a robust mall system as a strategic investment for long-term competitiveness [1][5] Group 1: Importance of Mall Systems - A mature, intelligent, and scalable mall system is identified as the core asset that determines long-term competitiveness in community group buying [1][5] - The mall system directly influences operational efficiency and human productivity, reducing the daily tasks of group leaders by over 70%, allowing them to serve 2-3 times more households and potentially increasing productivity by 300% [4] Group 2: Data-Driven Growth - Growth in Gross Merchandise Volume (GMV) relies on the data-driven capabilities of the system, which predicts popular products based on various data points such as community consumption patterns and seasonal factors [4] - The system enables precise user segmentation and multi-channel marketing, achieving a 30-day repurchase rate increase from 42% to 78% after implementation [4] Group 3: Risk Management and User Experience - The system serves as a foundation for risk control and user experience, ensuring smooth operations during peak periods and quick responses to customer service needs [4] - A seamless fulfillment experience is deemed more valuable than multiple subsidies, as poor experiences can lead to permanent customer loss [4] Group 4: Marginal Efficiency - The mall system exhibits high marginal efficiency, where initial investments lead to negligible additional costs for each new group leader, user, or order, contrasting with traditional models that see costs rise significantly with scale [4] Group 5: Strategic Investment Recommendation - The article concludes that instead of continuously spending on subsidies for traffic, resources should be allocated to developing a mall system that understands the community, group leaders, and users, marking it as the most worthwhile and sustainable investment in community group buying [5]

Core Insights - The article highlights the transformation of a local community group purchasing team in Zhengzhou, which shifted from a trial-and-error approach to a data-driven product selection strategy, significantly improving sales performance and reducing inventory costs [1][3][10] Group 1: Challenges Faced - The team initially struggled with a low product selection success rate of 40%, leading to 30% of products becoming unsold and incurring high storage and loss costs [1] - The reliance on experience and market trends resulted in frequent missteps and high trial costs [1][3] Group 2: Implementation of Data-Driven Solutions - The introduction of a data analysis system from a specialized company allowed the team to focus on local consumer demand, identifying a 67% increase in search volume for "healthy snacks" and a 120% increase for "枣仁派" [4][5] - The system enabled the team to select the best suppliers by comparing 12 factories based on user ratings, complaint rates, and delivery times, leading to the choice of "好想你" with an 89% user satisfaction rate [6][8] Group 3: Testing and Results - A small batch testing module was implemented, allowing the team to launch only 1,000 units of "枣仁派," which sold out quickly, prompting an increase in supply for subsequent sales [8] - The successful sales of "枣仁派" exceeded 10 million yuan annually and led to the development of four derivative products, with the selection success rate rising to 82% and unsold inventory dropping to 8% [3][8]