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外卖大战后,巨头混战另一个万亿市场
Hu Xiu· 2025-10-09 06:16
本文来自微信公众号:投资人黄海 (ID:haivcconsumer),作者:投资人黄海,题图来自:AI生成 但后来的事情大家都知道了,饿了么在并入淘宝生态后迅猛发力,现在单量都要赶上美团了。同样的逻 辑下,飞猪这次也得到了淘宝的弹药支持,在整个阿里集团里的位置也不可同日而语了。 从八月份开始,在闪购之后,飞猪也非常显眼地出现在淘宝app的首页一级菜单栏。甚至淘宝app的所有 订单被分成三类,分别是正常购物、闪购还有旅游。 除了阿里之外,旅游行业的巨头当然就是大家很熟悉的携程和美团,还有早就涉足酒店业务的抖音。外 卖三国杀之后,新一波的"旅游混战"正在酝酿。 为什么酒旅行业会成为下一个被争夺的风口呢? 之前我发过好几篇旅游行业相关的文章,之所以关注这个领域,是因为旅游行业是目前国内为数不多的 朝阳行业。 前一段时间京东、美团、阿里的外卖三国杀非常精彩,现在另外一个行业也逐渐开始出现巨头混战的苗 头了,但是留意到这个趋势的朋友还不多。这篇文章跟大家分析一下新一轮巨头混战的行业——酒店旅 游。 前两个月,阿里巴巴宣布了一个重大的战略升级,把饿了么和飞猪这两块业务并入了淘宝。 过往很长一段时间,阿里巴巴奉行的是各个事 ...
顺势而为的淘宝闪购,终于要做到店生意了
Sou Hu Cai Jing· 2025-10-04 19:05
Core Insights - Alibaba's Taobao Flash has launched an "in-store group buying" service, initially covering key business districts in Shanghai, Shenzhen, and Jiaxing, aiming to enhance local life services and capitalize on the upcoming National Day holiday [1][2][3] - The service allows users to access group buying deals across multiple platforms (Taobao, Alipay, and Gaode) without switching apps, streamlining the user experience [1][2] - The launch is seen as a strategic move to leverage Alibaba's existing resources and user base, with plans to expand to over 50 cities after initial success [6][10][21] Group Buying Market Dynamics - The group buying service is positioned to disrupt the market by increasing competition and providing consumers with better prices and services, as noted by industry experts [2][19] - Initial user experiences indicate significant savings, with some deals offering discounts of up to 50% compared to in-store prices [2][5] - The service has already shown promising results, with high redemption rates for group deals in Shenzhen, particularly among younger consumers [5][12] Competitive Landscape - The entry of Taobao Flash into the group buying market intensifies competition with existing players like Meituan and Douyin, which have established advantages [19][20] - The market is shifting from single-point competition to ecosystem-based competition, with Taobao integrating e-commerce, payment, and delivery resources [20][21] - The competitive environment is expected to benefit consumers through lower prices and improved service quality, as platforms strive to attract users [21][22] Strategic Implications for Alibaba - Alibaba's strategy reflects a broader shift towards becoming a comprehensive consumer platform, integrating various services to enhance user engagement and transaction volume [21] - The company aims to restore bargaining power to small and medium-sized merchants, allowing them to choose platforms based on favorable terms [21] - The success of the group buying model could pave the way for further expansion into other service areas, contingent on market acceptance and performance [22]
顺势而为的淘宝闪购,终于要做到店生意了!
Sou Hu Cai Jing· 2025-10-04 05:03
淘宝闪购,能否打破三角困局? 文|郭梦仪 在上海陆家嘴工作的李琴(化名),坐地铁总会看到连成一片的橘色广告——"出门用淘宝闪购,团购最高再减15元"。她知道,又一轮薅羊毛的时间到 了。 这套看似顺理成章的操作背后,不仅藏着平台多年积累的资源"家底",更像一颗 "搅局石"投进团购市场,让多元竞争成为可能,也为用户带来更多选择 与实惠。 就像工信部专家盘和林说过:"多元竞争能打破信息不对称,用户能以更低的价格,享受更好的服务——这才是市场充分竞争的核心价值,也是消费者最 想看到的。" 01 薅国庆流量,淘宝闪购"闪击"本地生活 作为"首批尝鲜者",李琴根据海报提示打开了淘宝闪购首页并搜索"团购",在到店团购页面抢到了9.9元的尊宝比萨小吃套餐,比门店买便宜快一半。"下 单后秒出核销码,到店出示就能用,全程不到3分钟,这效率绝了。" 商业数据派体验了一下团购业务,淘宝闪购首页金刚位也有到店团购入口,进入页面后可见品类涵盖正餐、轻食、饮品等主流品类,价格优势也较为明 显。 前后高德地图的扫街榜,后有淘宝闪购的到店团购。今年本地生活的大战,阿里出招之快,电光石火,足以令外界应接不暇。 9月20日,淘天旗下淘宝闪购悄悄搞 ...
电厂 | 淘宝与高德同时发力团购,威胁的不仅是美团
Xin Lang Cai Jing· 2025-09-23 10:30
Core Insights - Alibaba's Taobao Flash Sale has launched an in-store group buying service, initially in Shanghai, Shenzhen, and Jiaxing, to compete with Meituan and Douyin in the instant retail sector [1][4][18] - The service aims to attract users by offering discounts and is seen as a natural extension of existing offerings, with a focus on enhancing consumer and merchant experiences [6][9] - The competition landscape is evolving, with various platforms like Gaode and Douyin also entering the in-store group buying space, indicating a shift in how local services are marketed and consumed [10][14] Group 1: Taobao Flash Sale's Strategy - Taobao Flash Sale's in-store group buying service was officially launched on September 20, 2023, with a focus on multiple food categories [4][6] - The initial rollout is part of a broader strategy to leverage existing user bases and enhance service offerings, with plans for expansion into more cities [1][9] - The pricing strategy shows competitive pricing against Meituan, with some products priced lower on Taobao Flash Sale, particularly in the tea and dessert categories [6][4] Group 2: Competitive Landscape - Gaode has introduced its own features to compete with platforms like Dazhong Dianping, while also hiring for local life-related positions, indicating its commitment to the in-store group buying market [10][11] - Douyin is actively pursuing in-store group buying as a key growth area, with plans for significant promotional events to boost sales [14] - Other platforms like Kuaishou and Xiaohongshu are also exploring local life services, indicating a trend towards diversification in service offerings across multiple platforms [15][18] Group 3: Merchant Perspectives - Merchants express a preference for private domain operations, indicating a desire to retain customer relationships beyond platform-driven sales [18] - Feedback from merchants suggests that the operational model for Taobao Flash Sale's group buying is similar to that of Meituan, focusing on signing contracts with merchants and facilitating offline redemption [8][18] - The competitive dynamics suggest that while platforms vie for user attention, merchants are primarily concerned with profitability and customer retention [18]
乐普医疗:与汉海信息签署战略合作协议 汉海信息是美团在上海的核心主体公司
Ge Long Hui· 2025-09-22 10:45
Core Viewpoint - The company, Lepu Medical (300003.SZ), has signed a strategic cooperation agreement with Hanhai Information Technology (Shanghai) Co., Ltd. to establish a long-term partnership focused on resource sharing and mutual development [1][2]. Group 1: Strategic Partnership - The agreement aims to create a comprehensive strategic partnership based on equality and mutual benefit [1][2]. - Hanhai Information will have the authority to promote and operate the company's medical beauty brands after receiving authorization [2]. - The partnership will leverage Hanhai Information's online and offline resources to provide a comprehensive marketing plan for the brands Yuyayan and Flora [2]. Group 2: Marketing and Sales Strategy - Both parties will collaborate on the full-chain marketing of Yuyayan and Flora products, including strategy formulation, sales execution, and after-sales operations [2]. - The cooperation will enhance the company's sales channels by adding online collaboration to existing offline sales channels, creating an omnichannel sales network [2]. - Future cooperation may extend to other products under the company's brand, subject to mutual agreement [2]. Group 3: Impact on Business Performance - The immediate impact of the agreement on the company's operating performance is uncertain; however, it may positively influence future annual performance as the cooperation progresses [2].
乐普医疗(300003.SZ):与汉海信息签署战略合作协议 汉海信息是美团在上海的核心主体公司
Ge Long Hui A P P· 2025-09-22 10:41
Core Viewpoint - The company has signed a strategic cooperation agreement with Hanhai Information Technology (Shanghai) Co., Ltd. to establish a long-term partnership focused on resource sharing and mutual development [1][2]. Group 1: Partnership Details - Hanhai Information will have the authority to promote and operate the company's medical beauty brands after receiving company authorization [2]. - Hanhai Information is the distributor for the company's Yuyayan and Flora products in mainland China, providing both online and offline operational solutions [2]. - The collaboration will involve deep coordination on the full-chain marketing of Yuyayan and Flora products, including strategy formulation, sales execution, and after-sales operations [2]. Group 2: Strategic Implications - The partnership aims to enhance the company's medical beauty business by adding online sales channels that complement existing offline channels [2]. - The signing of the strategic cooperation agreement may have uncertain impacts on the company's current operating performance, but could positively influence future annual performance as the collaboration progresses [2].
药捷安康,继续大跌
Zhong Guo Ji Jin Bao· 2025-09-19 11:24
Market Overview - On September 19, the Hong Kong stock market showed mixed results with the Hang Seng Index closing flat at 26,545.10 points, the Hang Seng Tech Index rising by 0.37% to 6,294.42 points, and the Hang Seng China Enterprises Index increasing by 0.17% to 9,472.35 points. The total market turnover was HKD 376.8 billion, with net buying from southbound funds amounting to HKD 9.838 billion [2][3]. Company Performance - On September 19, Yaojie Ankang-B experienced a significant drop of 18.18%, closing at HKD 149.90 per share. Despite this decline, the stock has seen a cumulative increase of over 10 times since its IPO price of HKD 13.15 per share, with a peak increase exceeding 50 times during this period [4][6]. - Yaojie Ankang was listed on June 23, 2023, with a total market capitalization of approximately HKD 52 billion at the time of its IPO. The company had a total share capital of about 397 million shares, with only around 549 million shares available for trading in the secondary market [6]. - SenseTime-W saw a contrary increase of 4.58% on September 19, following a report from HSBC that raised its target price by 82.4% to HKD 3.1 per share, maintaining a "hold" rating due to improved profit margins and reduced competitive pressure [6][11]. Sector Trends - The smart driving concept stocks showed strong performance on September 19, with Hongteng Precision rising by 21.44%, Hezhima Intelligent increasing by 1.2%, and Leap Motor gaining 2.44% [10]. - Haier announced that its Robotaxi business received strategic investment from Alibaba Group, indicating a deepening collaboration in the fields of intelligent driving models and commercializing Robotaxi services [13]. - CATL (Contemporary Amperex Technology Co., Limited) closed at HKD 515.5 per share, up 2.08%. Analysts noted that despite a projected P/E ratio of 22 times for the next 12 months, CATL's valuation remains low compared to its peers in the battery manufacturing sector [14][16].
美团试点现制现炒信息展示栏满足消费者知情权
Xin Lang Ke Ji· 2025-09-19 05:56
Core Viewpoint - Meituan has introduced a pilot program for displaying "hot dishes freshly made" information on its platform to enhance consumer awareness and assist restaurants in showcasing their offerings more effectively [1] Group 1: Company Initiatives - Meituan's restaurant product manager stated that the "hot dishes freshly made" information section is currently in a trial phase [1] - The initiative aims to fulfill consumer rights to information regarding restaurant operations and to help restaurants present their kitchen dynamics online [1] - Future enhancements will include additional information display features to meet consumer needs for transparency about offline restaurant operations [1]
美团餐饮新增“现制现炒”信息展示栏
Xin Lang Cai Jing· 2025-09-19 05:41
Core Viewpoint - Meituan and Dianping apps have introduced a pilot program for restaurants to display "hot dishes made to order" information, aimed at enhancing consumer awareness of restaurant operations [1] Group 1: Company Initiatives - The pilot program is currently being tested to meet consumer demand for transparency regarding restaurant information [1] - Once officially launched, restaurants will have the ability to update their "hot dishes made to order" status in real-time through the merchant backend [1] Group 2: Industry Impact - This initiative reflects a growing trend in the food service industry towards increased transparency and real-time communication with consumers [1]
美团新增“现制现炒”信息展示栏
Xin Lang Ke Ji· 2025-09-19 05:10
Core Viewpoint - Consumers have reported the presence of restaurants on Meituan and Dianping apps that promise "hot dishes made fresh on-site" [1] Group 1: Company Response - Meituan's food and beverage product manager stated that the "hot dishes made fresh on-site" feature is currently in a pilot phase aimed at enhancing consumer awareness of restaurant information [1] - The feature will allow restaurants to showcase their "made fresh on-site" offerings more effectively online once officially launched [1] Group 2: Future Developments - Meituan plans to introduce additional information display features to help restaurants present accurate information about their physical locations, addressing consumer demand for transparency [1]