美团京东盒马激战“硬折扣”，鸡蛋9.9元/30枚、猪肉5.99元/斤

蓝鲸财经2025-09-01

蓝鲸新闻9月1日讯（记者孙煜汤诗韵）超市里的鸡蛋可以便宜到什么程度？上周末，京东折扣超市把鸡蛋的价格打到了9.9元30枚。与此同时，美团、盒马等大厂也集体杀入了硬折扣超市赛道。外卖之后，巨头们又在另一战场上“狭路相逢”。刘强东在老家连开四家折扣店，美团、盒马等集体加码许多年之后，人们会想起巨头齐齐鸣枪的那个周末。8月29日，美团折扣超市快乐猴全国首店在杭州开业。同日，盒马旗下平价社区超市盒马...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

大宝二宝麻麻
2025-09-01
大宝二宝麻麻
补贴一停，用户归零

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2564812612?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-01 20:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2564812612","market":"hk","top_or_hot":-1,"title":"美团京东盒马激战“硬折扣”，鸡蛋9.9元/30枚、猪肉5.99元/斤","media":"蓝鲸财经","content":"<div>\n<p>蓝鲸新闻9月1日讯（记者 孙煜 汤诗韵）超市里的鸡蛋可以便宜到什么程度？上周末，京东折扣超市把鸡蛋的价格打到了9.9元30枚。与此同时，美团、盒马等大厂也集体杀入了硬折扣超市赛道。外卖之后，巨头们又在另一战场上“狭路相逢”。刘强东在老家连开四家折扣店，美团、盒马等集体加码许多年之后，人们会想起巨头齐齐鸣枪的那个周末。8月29日，美团折扣超市快乐猴全国首店在杭州开业。同日，盒马旗下平价社区超市盒马...</p>\n\n<a href=\"https://www.lanjinger.com/d/1756728626452578868\">网页链接</a>\n\n</div>\n","source":"lanjinger_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美团京东盒马激战“硬折扣”，鸡蛋9.9元/30枚、猪肉5.99元/斤</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美团京东盒马激战“硬折扣”，鸡蛋9.9元/30枚、猪肉5.99元/斤\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 20:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/1756728626452578868><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蓝鲸新闻9月1日讯（记者 孙煜 汤诗韵）超市里的鸡蛋可以便宜到什么程度？上周末，京东折扣超市把鸡蛋的价格打到了9.9元30枚。与此同时，美团、盒马等大厂也集体杀入了硬折扣超市赛道。外卖之后，巨头们又在另一战场上“狭路相逢”。刘强东在老家连开四家折扣店，美团、盒马等集体加码许多年之后，人们会想起巨头齐齐鸣枪的那个周末。8月29日，美团折扣超市快乐猴全国首店在杭州开业。同日，盒马旗下平价社区超市盒马...</p>\n\n<a href=\"https://www.lanjinger.com/d/1756728626452578868\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0979878070.USD","symbol_name":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","start_time":0,"source_url":"https://www.lanjinger.com/d/1756728626452578868","article_id":"2564812612","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564812612","pubTimestamp":1756728685,"columns":[],"sourceInfo":{"source_id":"lanjinger_stock","name":"蓝鲸财经"},"weMediaInfo":null,"summary":"上周末，京东折扣超市把鸡蛋的价格打到了9.9元30枚。与此同时，美团、盒马等大厂也集体杀入了硬折扣超市赛道。同日，盒马旗下平价社区超市盒马NB正式更名为“超盒算NB”，目前其全国门店数已突破300家。定位“折扣超市”，吸引消费者的自然是低价、高性价比。记者了解到，9.9元/30枚鲜鸡蛋、7.99元/24瓶纯净水、18.9元/斤的金枕榴莲、5.99元/斤的猪前尖肉、9.9元的白酒等均是京东折扣超市的爆品，开业当日多款商品都被抢购一空。","collect":0,"end_time":0,"defaultTopTitle":"lanjinger.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"89618":"京东集团-SWR","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK1583":"高瓴概念","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4588":"碎股","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","MPNGY":"美团ADR","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" ACC","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","03690":"美团-W","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","SG9999001689.USD":"施罗德亚洲成长股票","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1575":"同股不同权","HMTD.SI":"Meituan HK SDR 5to1","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU1102505762.USD":"富达新兴市场焦点 A","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","09618":"京东集团-SW","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","JD":"京东","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0359201612.USD":"贝莱德中国基金A2","SG9999014674.SGD":"Nikko AM All China Equity A SGD"},"translate_title":"Meituan Jingdong Hema fiercely battles \"hard discount\", eggs 9.9 yuan/30 pieces, pork 5.99 yuan/jin","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89618":0.6,"MPNGY":1,"HMTD.SI":0.6,"JD":1,"09618":1,"METmain":0.6,"03690":1},"content_text":"蓝鲸新闻9月1日讯（记者 孙煜 汤诗韵）超市里的鸡蛋可以便宜到什么程度？上周末，京东折扣超市把鸡蛋的价格打到了9.9元30枚。与此同时，美团、盒马等大厂也集体杀入了硬折扣超市赛道。外卖之后，巨头们又在另一战场上“狭路相逢”。刘强东在老家连开四家折扣店，美团、盒马等集体加码许多年之后，人们会想起巨头齐齐鸣枪的那个周末。8月29日，美团折扣超市快乐猴全国首店在杭州开业。同日，盒马旗下平价社区超市盒马NB正式更名为“超盒算NB”，目前其全国门店数已突破300家。30日，四家京东折扣超市在刘强东的老家江苏宿迁齐齐开业。而更早之前，零售巨头物美于7月在北京同步开出6家“物美超值”硬折扣超市；国际硬折扣鼻祖奥乐齐则已走出上海，拓展布局至无锡、苏州、南京等城市。伴随人们愈加追求高性价比，硬折扣赛道热闹非凡。以上周末新开业的京东折扣超市为例，新店开业毫不意外地迎来客流爆满，官方账号提醒称“请大家保持理性消费”。工作日下午排队进店依旧需要30分钟-1小时左右。硬折扣超市主要在哪些方面俘获了消费者芳心？京东折扣超市新开业的相关短视频与直播不同于传统折扣超市，京东采用的是“大店型、多SKU”模式。四家新开门店单店面积均突破5000平米、SKU超5000个，主营品包括日用百货、生鲜食品、快消品、酒水饮料等全品类。定位“折扣超市”，吸引消费者的自然是低价、高性价比。记者了解到，9.9元/30枚鲜鸡蛋、7.99元/24瓶纯净水、18.9元/斤的金枕榴莲、5.99元/斤的猪前尖肉、9.9元的白酒等均是京东折扣超市的爆品，开业当日多款商品都被抢购一空。相关讨论区，不少网友都在询问鸡蛋、榴莲补货进度。京东折扣超市现场 / 受访者供图折扣生意实际上考验的是供应链能力，自营和定制商品是消费者关注的重点之一。京东七鲜、京悦、京鲜舫、京东京造等京东自有品牌目前均已入驻折扣超市，部分产品比线上更具价格优势。如京鲜舫100%橙汁1L装在电商平台售价约27元/1L，但在折扣超市的售价为9.9元，仅为前者的1/3。记者发现，目前京东App京东到家页面已支持线上选购折扣超市的产品，下单后门店最快30分钟即可送达。不过，依照目前列出的产品类目，其自营产品占比并不算特别高。据京东方面回应，这个数据大概在20%以上；而盒马和奥乐齐的自有产品占比分别约为60%和90%。京东折扣超市已上线“京东到家”巨头们为何纷纷加码硬折扣？实际上，京东、阿里、美团加码“硬折扣”，并非一时兴起，而是结合自身优势、市场机会做出的一致性选择。折扣有软、硬之分，“硬折扣”主要通过降低成本、提升效率实现更低价，“软折扣”则主打临期、质量微瑕商品。从近期的开店情况看，京东、美团、盒马选择加码的都是“硬折扣”，虽然都采用精简SKU、降低运营成本的模式，但各家又有着不同的优势与打法。京东折扣超市的最大优势在于物流基础设施，京东从2007年起就开始自建物流，在全国构建起完整的仓库、分拣中心和配送站点，有助于商品物流成本的降低，此前，京东曾陆续推出京东买菜、京东七鲜等零售业态。有业内人士告诉蓝鲸记者，京东七鲜更多通过“线上+前置仓”模式，与线下折扣店模式存在差异。超盒算NB店铺面积在600-800平方米，SKU在1600左右，最大亮点在于背靠盒马鲜生的选品、爆品打造能力，牛奶吐司、精酿啤酒、草莓盒子蛋糕……陆续推出多个爆款产品。蓝鲸记者从超盒算NB处了解到，以吐司产品为例，价格在6.6元-15元之间，日销量超过5万袋。美团快乐猴面积在800-1000平方米，SKU在1200左右，实际上，美团在推出快乐猴折扣超市之前，也通过美团买菜、小象超市等深耕行业多年。业内人士表示，快乐猴可以复用美团300万骑手和3万个闪电仓，实现“3公里内30分钟配送”的同时，履约成本更低。香颂资本董事沈萌告诉蓝鲸记者：“当前的市场趋势下，消费者对价格的敏感度提高，而硬折扣对消费意愿的吸引力更强。平台企业的业务更容易形成协同效应，进行价格竞争的基础更强。”东吴证券在研报中指出，硬折扣业态盈利模型是经过验证的，并且目前国内市场渗透率仍处于较低位置。在美国零售联合会发布的2024年度“全球零售50强”榜中，前5名中有3家折扣企业，分别是Schwarz（施瓦茨）、Aldi（奥乐齐）、Costco（开市客）。在前50名中，折扣业态占比12.3%。全球前5大零售企业排名（2024年）；来源：东吴证券需要指出的是，消费者在追求性价比的同时，并未降低对产品品质的要求。硬折扣零售毛利率较低通常在15%左右，如何在保证商品力的同时，平衡效率、盈利，成为各大企业面临的共同考验。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":473910051832128,"gmtCreate":1756732564468,"gmtModify":1756732566379,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"htmlText":"补贴一停，用户归零","listText":"补贴一停，用户归零","text":"补贴一停，用户归零","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473910051832128","repostId":2564812612,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2564812612","isCrawlerRequest":true}