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竞争对手转型、多多买菜爆单 社区团购还有未来吗
Bei Jing Shang Bao· 2025-07-02 13:40
美团调整社区团购业务一周后,多多买菜的订单量迎来暴涨。7月2日,据北京商报记者多方了解,多多买菜部分大仓和末端订单飙升,仓库正开出上万元薪 资急招分拣员和司机。与此同时,团长和供应商也在适应行业余震。 曾经的"百团大战"如今只剩拼多多一家巨头,而美团选择与京东、淘天扎堆较劲即时零售半小时达。社区团购的预售自提模式还能走多远? 订单量猛增 当竞争对手改变了策略,多多买菜最终熬成社区团购赛道里仅剩的头号玩家,不少用户开始转移到多多买菜平台下单。王国庆(化名)在四川省阿坝州一个 小县城做了四年团长,他经营着两个上百人的微信群。"平日多多买菜的订单量都小于50单/天,最近几天订单量增长超过100单/天了。" 与此同时,部分城市多多买菜的大仓也出现了爆仓的情形。一位管理多多买菜仓库的人员向北京商报记者透露,目前大仓正在招聘码货缠膜工人、分拣员和 暑期工。据他讲述,平时大仓一个分拣员每天会分拣2000—3000件左右,但由于仓内订单太多,当前分拣员的分拣量能达到5000—6000件/天,月薪为8000 —1万元。为了确保尽快将货发至网格仓,员工得从下午4点一直工作到次日凌晨3点。 这些订单压力同样传导至网格仓。在广西,一 ...
资金动向 | 北水大幅加仓美团、建行和石药集团,减仓小米超11亿港元
Ge Long Hui· 2025-06-04 10:14
Group 1: Market Activity - Net purchases included Meituan-W at 10.89 billion, China Construction Bank at 9.76 billion, and CSPC Pharmaceutical Group at 9.3 billion [1] - Net sales included the Tracker Fund of Hong Kong at 19.39 billion, Xiaomi Group-W at 11.31 billion, and Tencent Holdings at 6.25 billion [4] - Southbound funds have continuously net bought Meituan for 12 days, totaling 129.9659 billion HKD, and have net sold Tencent for 3 days, totaling 16.3192 billion HKD [4] Group 2: Company-Specific Developments - Meituan-W (03690.HK) received a net purchase of 10.88 billion HKD, with significant growth in transaction volume during the "Meituan 618" promotional event, showing a year-on-year increase of twofold [6] - CSPC Pharmaceutical Group (01093.HK) received a net purchase of 9.3 billion HKD, with potential transactions involving product development and commercialization that could total approximately 5 billion USD [7] - Kangfang Biotech (09926.HK) received a net purchase of 6.87 billion HKD, with positive developments in global trial data that are crucial for international licensing [7]