阿里推高德团购对标美团？多只零售、地图股逆市大涨

21世纪经济报道2025-09-09

9月9日，A股三大指数集体收跌，沪深两市成交额2.12万亿元，较上一交易日缩量3002亿元。然而电子地图与零售板块异动明显，电子地图概念股四维图新（002405）（002405.SZ）盘中一度涨停，收盘回落至7.55%，超图软件（300036）（300036.SZ）涨超3.8%；零售概念股三江购物（601116）（601116.SH）午后直线涨停，百大集团（600865）（600865.SH）、...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2566699255?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-09-09 19:04","share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","id":"2566699255","market":"sh","top_or_hot":-1,"title":"阿里推高德团购对标美团？多只零售、地图股逆市大涨","media":"21世纪经济报道","content":"<div>\n<p>9月9日，A股三大指数集体收跌，沪深两市成交额2.12万亿元，较上一交易日缩量3002亿元。然而电子地图与零售板块异动明显，电子地图概念股四维图新（002405）（002405.SZ）盘中一度涨停，收盘回落至7.55%，超图软件（300036）（300036.SZ）涨超3.8%；零售概念股三江购物（601116）（601116.SH）午后直线涨停，百大集团（600865）（600865.SH）、...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20250909/c671001622.shtml\">网页链接</a>\n\n</div>\n","source":"tonghuashun","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>阿里推高德团购对标美团？多只零售、地图股逆市大涨</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阿里推高德团购对标美团？多只零售、地图股逆市大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-09 19:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/hks/20250909/c671001622.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月9日，A股三大指数集体收跌，沪深两市成交额2.12万亿元，较上一交易日缩量3002亿元。然而电子地图与零售板块异动明显，电子地图概念股四维图新（002405）（002405.SZ）盘中一度涨停，收盘回落至7.55%，超图软件（300036）（300036.SZ）涨超3.8%；零售概念股三江购物（601116）（601116.SH）午后直线涨停，百大集团（600865）（600865.SH）、...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20250909/c671001622.shtml\">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":"300036","symbol_name":"超图软件","start_time":0,"source_url":"http://stock.10jqka.com.cn/hks/20250909/c671001622.shtml","article_id":"2566699255","we_media_id":null,"thumbnails":[],"rights":{"source":"tonghuashun","url":"http://stock.10jqka.com.cn/hks/20250909/c671001622.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2566699255","pubTimestamp":1757415840,"columns":[],"sourceInfo":{"source_id":"tonghuashun","name":"同花顺"},"weMediaInfo":null,"summary":"9月9日，A股三大指数集体收跌，沪深两市成交额2.12万亿元，较上一交易日缩量3002亿元。然而电子地图与零售板块异动明显，电子地图概念股四维图新（002405.SZ）盘中一度涨停，收盘回落至7.55 ...","collect":0,"end_time":0,"defaultTopTitle":"10jqka.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300036":"超图软件","600828":"茂业商业","600865":"百大集团","601116":"三江购物","BK0096":"民营医院","BK0051":"卫星导航","BK0166":"小程序","BK0111":"大数据","BK0188":"融资融券","BK0077":"质押式回购","BK0028":"国家队","002405":"四维图新","BK0201":"可转债","BK0076":"特斯拉","BK0231":"软件信息","BK0100":"智能交通","BK0065":"智能汽车","BK0170":"新零售","BK0209":"零售","BK0058":"智慧城市","BK0030":"云计算","BK0196":"行业龙头"},"translate_title":"Ali pushes AutoNavi group buying to benchmark Meituan? Many retail and map stocks bucked the market and rose sharply","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300036":1,"600828":1,"600865":1,"601116":1,"002405":1},"content_text":"9月9日，A股三大指数集体收跌，沪深两市成交额2.12万亿元，较上一交易日缩量3002亿元。然而电子地图与零售板块异动明显，电子地图概念股四维图新（002405）（002405.SZ）盘中一度涨停，收盘回落至7.55%，超图软件（300036）（300036.SZ）涨超3.8%；零售概念股三江购物（601116）（601116.SH）午后直线涨停，百大集团（600865）（600865.SH）、茂业商业（600828）（600828.SH）等个股跟涨。　　市场的躁动或源于一则传闻。市场有传闻称，阿里将于明后天官宣重大业务调整，涉及口碑网重启并与高德团购协同发展，旨在重新构建本地生活消费决策体系。据媒体公开报道，周三（9月10号）上午，在杭州西溪C区阿里的确有一场重磅业务发布会，活动时间是上午半天。但另有媒体报道称，从知情人士处获悉，阿里明日业务发布会与“口碑网”及自营团购业务无关，与高德相关，且将发布一个跟高德有关的产品。　　尽管暂无确切消息，但资本市场已提前反应。今日港股市场，阿里巴巴-W（09988.HK）股价大涨3.35%，报收141.9港元；而美团-W（03690.HK）股价午后应声下挫，盘中跌幅一度达4.8%，最终收跌2.3%。　　市场情绪并非毫无根据。今年6月，阿里巴巴集团CEO吴泳铭就曾通过全员邮件宣布，饿了么、飞猪合并入阿里中国电商事业群，两家公司将继续保持公司化管理模式，但在业务执行上与中国电商事业群深度融合。　　而阿里此前对本地生活的布局已取得一定成绩。阿里巴巴公布的2025年6月份季度财报显示，在淘宝闪购快速增长推动下，中国电商集团客户管理收入达892.52亿元，同比增长10%，即时零售收入同比增长12%至148亿元，88VIP会员数量同比双位数增长，规模达到5300万。　　吴泳铭在财报中也明确表示，“我们大力投资即时零售业务，快速取得阶段成果，赢得消费者心智。我们通过整合消费平台，产生显著协同效应，带动月度活跃消费者及日订单量创新高。”　　机构亦看好阿里巴巴即时零售前景。长城证券（002939）研报认为，自淘宝闪购2025年4月30日正式上线后，在用户商户运营、物流建设、市场营销方面都取得了成功。向后展望，随即时零售物流等效率持续提升，在保持消费者当前优惠投入的情况下，UE亏损或将缩减一半。进一步完善闪购布局后同时实现内部各业务协同后，淘宝有望成为全方位的“大消费平台”。　　不过，值得注意的是，本地生活服务市场正迎来新的监管环境。据央视新闻报道，9月9日，市场监管总局在例行发布会上表示，已针对近期外卖平台的补贴争议及时约谈了主要平台。相关平台承诺将严守法律法规，杜绝不正当竞争，抵制恶性补贴。　　此外，社区团购行业自2022年起迈向下坡路，十荟团、橙心优选等昔日明星企业相继折戟。今年年初，阿里旗下社区团购业务淘宝买菜也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，业务重心全面转向“淘宝买菜-农场直发”频道，以快递到家模式替代原有的本地供应链次日自提服务。 \n关注同花顺财经（ths518），获取更多机会","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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":"4.36.2","shortVersion":"4.36.2","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/2566699255","isCrawlerRequest":true}