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不高兴的小欣

不高兴的小欣

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不高兴的小欣

11:29

阿里不是外卖平台可以通过科技补贴，美团不能补贴

多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴

不高兴的小欣

05:06

$京东(JD)$ 分拆上市后，京东就是个壳子，跌落有啥问题吗

不高兴的小欣

02-12 10:21

$美团-W(03690)$ 三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产

不高兴的小欣

02-12 06:36

$快手-W(01024)$ seedance基本把快手堵死了

不高兴的小欣

02-10 16:12

美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？

推出一镜到底验真，美团外卖要让大家吃得放心

不高兴的小欣

02-10

$美团-W(03690)$ 很多人到了今天才知道王兴就是贾跃亭

不高兴的小欣

02-06

趋势起来了

不高兴的小欣

02-05

$腾讯控股(00700)$ 跌一些好

不高兴的小欣

02-04

$叮咚买菜(DDL)$ 什么情况

不高兴的小欣

02-04

这和科技企业有啥关系？你是买面包的吗

美团小象超市上线自有烘焙品牌“小象烘焙”

不高兴的小欣

02-04

$理想汽车-W(02015)$ 不错👌

不高兴的小欣

02-04

$美团-W(03690)$ 短期倒闭不了，长期必然倒闭

不高兴的小欣

02-04

$携程集团—S(09961)$ 现在已经超预期了，本以为会到380

不高兴的小欣

02-03

为啥不造别的公司的谣

美团：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘

不高兴的小欣

02-03

外卖都崩了据说

小象烘焙开设线下店，美团重燃线下零售野心

不高兴的小欣

02-03

$美团-W(03690)$ 创23个月新低，美团马上暴雷了，建议买券的赶紧退款

不高兴的小欣

01-30

$小米集团-W(01810)$ 服了

不高兴的小欣

01-29

$阿里巴巴-W(09988)$ 盒马餐饮造成老百姓中毒……太坑了，水仙当百合卖给人吃也是醉了😵‍💫

不高兴的小欣

01-28

$阿里巴巴-W(09988)$ 股价涨不上去的时候就发布揍美团的消息就行。炒股很简单

不高兴的小欣

01-27

$美团-W(03690)$ 美团的ai就是个笑话

去老虎APP查看更多动态

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22:37","market":"hk","language":"zh","title":"多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=1125588490","media":"老虎资讯综合","summary":"保障春节外卖市场秩序稳定。","content":"<html><head></head><body><p>据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。</p></body></html>","collect":0,"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>多地节前发文要求外卖平台停止“内卷式”竞争，不得组织恶性补贴</title>\n<style 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22:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125588490","content_text":"据澎湃，春节前夕，全国多地市监部门发布春节外卖合规指引，告诫相关外卖平台理性竞争。其中，河南信阳市、南阳市、安徽蚌埠市、广东汕头市、海南文昌市、辽宁辽阳市等地要求，外卖平台立即停止低质低价“内卷式”恶性竞争，不得组织恶性补贴、低价倾销，以保障春节外卖市场秩序稳定。","news_type":1,"symbols_score_info":{"09618":2,"BABA":2,"09988":2,"03690":2,"JD":2}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532109238068600,"gmtCreate":1770930371435,"gmtModify":1770933308199,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产","text":"$美团-W(03690)$ 三年以前我就说过很多次，王兴就是贾跃亭。美团会归0，无论什么时候买最终都是退市破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/531832729551688","isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576527450352566","authorId":"3576527450352566","name":"hojiguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3576527450352566","idStr":"3576527450352566"},"content":"你这是胡说八道，他俩从业务到盈利模型、到客户群都不一样，你这完全是乱靠啊","text":"你这是胡说八道，他俩从业务到盈利模型、到客户群都不一样，你这完全是乱靠啊","html":"你这是胡说八道，他俩从业务到盈利模型、到客户群都不一样，你这完全是乱靠啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531777643308456,"gmtCreate":1770849418054,"gmtModify":1770849419972,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"0\"></v-v> seedance基本把快手堵死了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"0\"></v-v> seedance基本把快手堵死了","text":"$快手-W(01024)$ seedance基本把快手堵死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531777643308456","isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531211403125648,"gmtCreate":1770711170201,"gmtModify":1770711270618,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？","listText":"美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？","text":"美团是不是傻子？一家店在你这里吃就放心健康，在淘宝就不健康？做这个的意义是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531211403125648","repostId":"2610655841","repostType":2,"repost":{"id":"2610655841","kind":"news","pubTimestamp":1770637124,"share":"https://www.laohu8.com/m/news/2610655841?lang=zh_CN&edition=full","pubTime":"2026-02-09 19:38","market":"hk","language":"zh","title":"推出一镜到底验真，美团外卖要让大家吃得放心","url":"https://stock-news.laohu8.com/highlight/detail?id=2610655841","media":"三易生活","summary":"作为守擂的一方，美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。目前，“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点，并将在今年内逐步推广至全国。","content":"<html><body><article><p>当<a href=\"https://laohu8.com/S/BABA\">阿里</a>喊出“闪购的首要目标是份额增长，会坚定加大投入以达到市场绝对第一”后，这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>自然要见招拆招。日前<a href=\"https://laohu8.com/S/03690\">美团</a>方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212635009v201tde6b78l2ti\"/><p>据悉，美团外卖的商家需拍摄最少30秒的“一镜到底”视频，其中后厨须完整拍摄食品加工环境、出餐环境、存储环境，而未按规定上传视频、视频造假，则将受到平台的相应处置。目前，“一镜到底”门店真实性核验功能已在青岛、哈尔滨、贵阳等8个城市试点，并将在今年内逐步推广至全国。</p><p>那么问题就来了，为何美团会要求外卖商家拍摄“一镜到底”视频呢？答案其实很简单，因为他们被外卖商家搞的AI图片“破防”了。</p><p>去年秋季，央视曾报道过有外卖商家利用AI技术，让美团外卖App上的店铺图片“改头换面” 。虽然宣传图中商家的线下店面装修大气、窗明几净、明厨亮灶，然而记者在实地探访后却发现，该商家只是一个美食城档口，也没有专用的就餐区域，与外卖平台展示的“精品堂食店”氛围截然不同。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212635684v2012zv11jzdc1u\"/><p>央视在相关报道中指出，类似用AI渲染出人气高、环境好堂食店铺的情况在外卖平台上极为普遍，甚至有人专门在短视频平台向外卖商家提供AI假照。</p><p>经过数年的迭代，当下的多模态AI大模型在图片生成领域几乎做到了天衣无缝，所谓的“AI味”更是微乎其微。并且大多数用户点外卖时查看商家的门面、大堂、后厨照片，只不过是寻求“心理安慰”，并不会拿着放大镜找问题。</p><p>当然，商家其实也很无奈，因为外卖早就已经是高度内卷的红海，如果不做运营就会出现没单的情况，所以他们不仅要考虑怎么把餐品做好，还得懂运营和推广。</p><p>作为消费者，大家在点外卖时一定会更喜欢选择后厨干净卫生、门头大气敞亮的店铺，而不是一个不起眼的美食城档口。由于正是抓住了消费者的这个心理，外卖商家才会选择用AI来给自己穿上“皇帝的新衣”。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/cXdja1OEM1cAY58pibyajG4uj2g4uETo35y8M24J7Lic1kDiazwdQaY823cZD8cVacuI5uib9kiaDS4FFrC15NR1MEZVBhc6FpBxpUMfc1Qicwibcc/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>以往这可能不是什么大问题，外卖平台也只用保证用户吃不出问题即可。可今时不同往日，在外卖大战的背景下，除了让用户吃到更便宜的外卖，让大家吃得更放心同样也是一个重要的竞争维度。商家在宣传上欺骗用户就很容易导致信任危机，让用户<a href=\"https://laohu8.com/S/00992\">联想</a>到商家可能在食品安全上也在糊弄自己，因此美团就拿出了“一镜到底”来对抗某些居心不良的商家。</p><p>不同于已经能做到以假乱真的AI生图，如今AI视频的成熟度并不高。尽管一众AI厂商宣称自家的AI视频模型在遵循物理规则的基础上，可以实现<a href=\"https://laohu8.com/S/605178\">时空</a>一致性、叙事连贯性、细节真实性，但现阶段的亲身体验表明这还只是“仅供参考”。在实际使用中，AI视频模型存在高度的不可控性，也就是即便使用相同的提示词，AI每一次生成的内容都还做不到一致。</p><p>无论<a href=\"https://laohu8.com/S/01024\">快手</a>的可灵、字节跳动的即梦、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Veo、MiniMax的海螺，乃至<a href=\"https://laohu8.com/S/BIDU\">百度</a>的蒸汽机，如今还都只能做到像实景拍摄般一个镜头一个镜头地生成画面。再加上目前的AI视频模型记忆能力有限，也就无法做到充分了解场景元素之间的逻辑关系。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212704819v20136kwmedpzhs\"/><p>比如，可能AI生成的第一个镜头里主角是长发，第二个镜头就突然变成了短发，再下一个镜头甚至可能五官都变了。当然，AI视频的一致性问题也不是无法解决，想要AI生成的视频“不出戏”，就需要花费大量时间来进行微调，通过垫图+提示词不断纠正AI的输出。</p><p>显而易见，相比AI生图，如今做出不违和AI视频所需的成本要高得多，特别是美团要求的“一镜到底”。简而言之，美团给出的这个解决方案是拉高商家弄虚作假的成本，相比以往AI假照只需几百块就能实现，想要实现一个逼真的“一镜到底”视频，恐怕就得花费数万元才行。</p><p>如此一来，商家忽悠消费者就变成了鸡肋，美团也能让真正拥有明厨亮灶的商家脱颖而出。不过美团的“一镜到底”门店真实性核验功能也仅仅只是权宜之计，因为AI视频模型正在不断迭代，如今的AI视频生成模型无法实现“一镜到底”，并不代表一年后的也做不到。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209212712806v2015beuqx845zl\"/><p>从某种意义上来说，美团是在不经意间为AI视频模型创造出了需求，一旦某个AI视频模型能做到用相对低廉的成本生成一镜到底的不穿帮视频，恐怕就会有一大批准备钻空子的外卖商家买单。</p><p>【本文图片来自网络】</p><p>推荐阅读：</p><p>当华尔街精英“不会用手机”，这事可悲又可笑</p><p>数字时代的运行规则，已经脱离了以往的知识体系。</p><p>还敢用吗，超过一半的AI插件正悄悄收集你的隐私</p><p>享受AI插件带来的便利，其实都是有代价的。</p></article></body></html>","source":"tencent","collect":0,"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>推出一镜到底验真，美团外卖要让大家吃得放心</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; 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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推出一镜到底验真，美团外卖要让大家吃得放心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 19:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&s=b><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当阿里喊出“闪购的首要目标是份额增长，会坚定加大投入以达到市场绝对第一”后，这一轮外卖大战就注定在2026年还要接着打。作为守擂的一方，美团自然要见招拆招。日前美团方面宣布推出“一镜到底”门店真实性核验功能，对门店门头、资质及后厨环境等真实性进行审核。据悉，美团外卖的商家需拍摄最少30秒的“一镜到底”视频，其中后厨须完整拍摄食品加工环境、出餐环境、存储环境，而未按规定上传视频、视频造假，则将受到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020921272797a57f63&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","SG9999000327.SGD":"Schroder Asian Growth A Dis SGD","LU0828237940.HKD":"SCHRODER ISF EMERGING ASIA \"A\" (HKD) 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。虽然宣传图中商家的线下店面装修大气、窗明几净、明厨亮灶，然而记者在实地探访后却发现，该商家只是一个美食城档口，也没有专用的就餐区域，与外卖平台展示的“精品堂食店”氛围截然不同。央视在相关报道中指出，类似用AI渲染出人气高、环境好堂食店铺的情况在外卖平台上极为普遍，甚至有人专门在短视频平台向外卖商家提供AI假照。经过数年的迭代，当下的多模态AI大模型在图片生成领域几乎做到了天衣无缝，所谓的“AI味”更是微乎其微。并且大多数用户点外卖时查看商家的门面、大堂、后厨照片，只不过是寻求“心理安慰”，并不会拿着放大镜找问题。当然，商家其实也很无奈，因为外卖早就已经是高度内卷的红海，如果不做运营就会出现没单的情况，所以他们不仅要考虑怎么把餐品做好，还得懂运营和推广。作为消费者，大家在点外卖时一定会更喜欢选择后厨干净卫生、门头大气敞亮的店铺，而不是一个不起眼的美食城档口。由于正是抓住了消费者的这个心理，外卖商家才会选择用AI来给自己穿上“皇帝的新衣”。以往这可能不是什么大问题，外卖平台也只用保证用户吃不出问题即可。可今时不同往日，在外卖大战的背景下，除了让用户吃到更便宜的外卖，让大家吃得更放心同样也是一个重要的竞争维度。商家在宣传上欺骗用户就很容易导致信任危机，让用户联想到商家可能在食品安全上也在糊弄自己，因此美团就拿出了“一镜到底”来对抗某些居心不良的商家。不同于已经能做到以假乱真的AI生图，如今AI视频的成熟度并不高。尽管一众AI厂商宣称自家的AI视频模型在遵循物理规则的基础上，可以实现时空一致性、叙事连贯性、细节真实性，但现阶段的亲身体验表明这还只是“仅供参考”。在实际使用中，AI视频模型存在高度的不可控性，也就是即便使用相同的提示词，AI每一次生成的内容都还做不到一致。无论快手的可灵、字节跳动的即梦、谷歌的Veo、MiniMax的海螺，乃至百度的蒸汽机，如今还都只能做到像实景拍摄般一个镜头一个镜头地生成画面。再加上目前的AI视频模型记忆能力有限，也就无法做到充分了解场景元素之间的逻辑关系。比如，可能AI生成的第一个镜头里主角是长发，第二个镜头就突然变成了短发，再下一个镜头甚至可能五官都变了。当然，AI视频的一致性问题也不是无法解决，想要AI生成的视频“不出戏”，就需要花费大量时间来进行微调，通过垫图+提示词不断纠正AI的输出。显而易见，相比AI生图，如今做出不违和AI视频所需的成本要高得多，特别是美团要求的“一镜到底”。简而言之，美团给出的这个解决方案是拉高商家弄虚作假的成本，相比以往AI假照只需几百块就能实现，想要实现一个逼真的“一镜到底”视频，恐怕就得花费数万元才行。如此一来，商家忽悠消费者就变成了鸡肋，美团也能让真正拥有明厨亮灶的商家脱颖而出。不过美团的“一镜到底”门店真实性核验功能也仅仅只是权宜之计，因为AI视频模型正在不断迭代，如今的AI视频生成模型无法实现“一镜到底”，并不代表一年后的也做不到。从某种意义上来说，美团是在不经意间为AI视频模型创造出了需求，一旦某个AI视频模型能做到用相对低廉的成本生成一镜到底的不穿帮视频，恐怕就会有一大批准备钻空子的外卖商家买单。【本文图片来自网络】推荐阅读：当华尔街精英“不会用手机”，这事可悲又可笑数字时代的运行规则，已经脱离了以往的知识体系。还敢用吗，超过一半的AI插件正悄悄收集你的隐私享受AI插件带来的便利，其实都是有代价的。","news_type":1,"symbols_score_info":{"HMTD.SI":0.6,"METmain":0.6,"MPNGY":1.95,"03690":1.95}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531133748975016,"gmtCreate":1770692217289,"gmtModify":1770692219181,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"<a 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什么情况","text":"$叮咚买菜(DDL)$ 什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529093863399720","isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529201618977304,"gmtCreate":1770188857580,"gmtModify":1770188860167,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"这和科技企业有啥关系？你是买面包的吗","listText":"这和科技企业有啥关系？你是买面包的吗","text":"这和科技企业有啥关系？你是买面包的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529201618977304","repostId":"2608374513","repostType":2,"repost":{"id":"2608374513","kind":"news","pubTimestamp":1770187083,"share":"https://www.laohu8.com/m/news/2608374513?lang=zh_CN&edition=full","pubTime":"2026-02-04 14:38","market":"hk","language":"zh","title":"美团小象超市上线自有烘焙品牌“小象烘焙”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608374513","media":"DoNews","summary":"2月4日，美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。","content":"<html><body><article><p>2月4日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过<a href=\"https://laohu8.com/S/03690\">美团</a>APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。</p></article></body></html>","source":"tencent","collect":0,"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\" 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}\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美团小象超市上线自有烘焙品牌“小象烘焙”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 14:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204143832a6d19069&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月4日，美团旗下小象超市正式推出自有烘焙品牌“小象烘焙”，首期在北京望京、后沙峪地区上线外卖服务。该品牌主打“现烤烘焙·只售当天”，目前以仓内厨房形式运营，紧邻小象超市仓库，无独立门头及线下门店。运营模式为纯线上，消费者可通过美团APP或小象超市APP下单。此举旨在强化生鲜即时零售场景下的自有品牌供给能力，提升烘焙品类履约效率与品质可控性。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204143832a6d19069&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","SG9999001689.USD":"施罗德亚洲成长股票","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL 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现在已经超预期了，本以为会到380","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528953983800464","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528751516566976,"gmtCreate":1770120924271,"gmtModify":1770120926864,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"为啥不造别的公司的谣","listText":"为啥不造别的公司的谣","text":"为啥不造别的公司的谣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528751516566976","repostId":"2608481822","repostType":2,"repost":{"id":"2608481822","kind":"news","pubTimestamp":1770114600,"share":"https://www.laohu8.com/m/news/2608481822?lang=zh_CN&edition=full","pubTime":"2026-02-03 18:30","market":"sh","language":"zh","title":"美团：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘","url":"https://stock-news.laohu8.com/highlight/detail?id=2608481822","media":"新浪科技","summary":"新浪科技讯 2月3日晚间消息，今日，美团官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。目前，公安机关已依法对张某予以行政拘留。","content":"<html><body><div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/784/w550h1034/20260203/aa14-3b40157b7b4b2ff49ae9ae0d9fa9417a.jpg\"/><span></span></div>\n<p>　　新浪科技讯 2月3日晚间消息，今日，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。</p>\n<p>　　经相关部门调查，2025年12月起，网民张某（女，45岁）为制造热点、博取关注，吸引流量以售卖“盈利增长班”“咨询方案班”“连锁MBA班”等相关商业课程牟利，肆意编造并传播“外卖商家集体下架平台”等系列不实信息，引发大量网民关注，扰乱网络空间秩序。目前，公安机关已依法对张某予以行政拘留。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></body></html>","source":"sina","collect":0,"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：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘</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; 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class=\"title\">\n美团：为卖课造谣“外卖商家集体下架平台”，主播张某被行拘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-03 18:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2026-02-03/doc-inhkpvfi7255076.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 2月3日晚间消息，今日，美团官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。\n　　经相关部门调查，2025年12月起，网民张某（女，45岁...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2026-02-03/doc-inhkpvfi7255076.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1102505929.USD":"FIDELITY SUSTAINABLE EMERGING MARKETS EQUITY  \"A\" (USD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK1583":"高瓴概念","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) 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2月3日晚间消息，今日，美团官方账号“小团有话说”发文表示，2月3日公安部网安局发布通报，近日，一则关于“宁波外卖商家集体退出外卖平台”的信息引发网民高度关注，并在商家和骑手群体中广泛传播。经相关部门核实，去年以来，宁波地区外卖业务均正常经营，不存在商家因合作问题主动退出的情况，更不存在集体退出的情况，上述信息严重误导认知。\n　　经相关部门调查，2025年12月起，网民张某（女，45岁）为制造热点、博取关注，吸引流量以售卖“盈利增长班”“咨询方案班”“连锁MBA班”等相关商业课程牟利，肆意编造并传播“外卖商家集体下架平台”等系列不实信息，引发大量网民关注，扰乱网络空间秩序。目前，公安机关已依法对张某予以行政拘留。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1,"symbols_score_info":{"03690":1.88,"MPNGY":1.88,"HMTD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528694583390256,"gmtCreate":1770106386174,"gmtModify":1770106388451,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"title":"","htmlText":"外卖都崩了据说","listText":"外卖都崩了据说","text":"外卖都崩了据说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528694583390256","repostId":"2608583508","repostType":2,"repost":{"id":"2608583508","kind":"news","pubTimestamp":1769997852,"share":"https://www.laohu8.com/m/news/2608583508?lang=zh_CN&edition=full","pubTime":"2026-02-02 10:04","market":"hk","language":"zh","title":"小象烘焙开设线下店，美团重燃线下零售野心","url":"https://stock-news.laohu8.com/highlight/detail?id=2608583508","media":"钛媒体","summary":"美团对线下零售的执念，早已不是秘密。","content":"<p>超聚焦独家获悉，近日<a href=\"https://laohu8.com/S/MPNGY\">美团</a>小象超市自有品牌“小象烘焙”，在北京后沙峪和望京附近开始试点线下店铺。</p><p>从<a href=\"https://laohu8.com/S/03690\">美团</a>的小象超市布局“手作烘焙”，到去年9月朴朴超市悄然上线自营外卖“朴朴厨房”，再到同一时间<a href=\"https://laohu8.com/S/JD\">京东</a>继“小鲜厨房”后高调推出“七鲜咖啡”，并计划三年开万店，一杯补贴后低至4元的美式咖啡，搅动着本已白热化的咖啡市场。</p><p>从现烤面包、到三餐热食、再到提神咖啡，这些看似“蝇头小利”的生意，正在成为 互联网 巨头们新的角斗场。当线上流量红利见顶，曾经追求规模与速度的巨头们，不约而同地放慢脚步，沉下身子，开始在一枚小小的“螺蛳壳”里，精雕细琢地做起了道场。</p><p>这背后，究竟是流量焦虑下的无奈之举，还是通往更高利润、更强用户粘性的必经之路？</p><p>01 美团重燃线下零售野心</p><p>美团对线下零售的执念，早已不是秘密。从折戟的“小象生鲜”到如今卷土重来的“小象超市”线下店，美团始终在寻找打通线上与线下的最优解。</p><p>位于北京万柳的“小象超市”首店，面积近6000平米，远超传统前置仓的规模，与其说是一家超市，不如说是一个融合了“生鲜卖场+ 餐饮 体验+前置仓”的复合业态。</p><p>根据公开信息，小象超市已形成了包括“小象”、“象大厨”（覆盖 熟食 卤味、 乳品 烘焙等）、“象小家”和“小象烘焙”在内的四大自有品牌<a href=\"https://laohu8.com/S/301365\">矩阵</a>。</p><p>其核心战略清晰可见：以“吃”为绝对中心，生鲜、加工（烘焙、熟食、面点等）和 食品 三大品类的陈列面积占比高达98%。其中，烘焙区的设置尤为耐人寻味。</p><p>它并非传统超市里简单的成品陈列区，而是被设计成一个配备了约13名工作人员的开放式厨房。从和面开始的全流程现场制作、透明橱窗展示，无一不在向 消费者 传递“手作”、“新鲜”、“高品质”的信号。一款售价仅49元的“750g草莓盒子蛋糕”因其超高性价比，迅速成为网红产品引爆社交媒体。</p><p>在万柳首店中，烘焙区被设计成开放式厨房，极力强调“手工现制”与“高质价比体验”，售卖包括“招牌黄油牛乳吐司、法国AOP黄油可颂”在内的多款当日手作产品。</p><p>美团此举的战略意图至少有三层。</p><p>一是重塑品牌认知，通过看得见、摸得着的线下实体和手工制作过程，将“小象超市”从一个单纯追求“30分钟快送”的线上渠道品牌，升级为一个代表着“新鲜品质、有机健康、手工现做”的生活方式品牌。</p><p>二是寻求更高毛利，相较于标准化的包装食品，现场制作的烘焙、熟食等3R产品（即烹、即热、即食）拥有更高的毛利率。这是在即时零售利润微薄的现状下，提升单店盈利能力的关键一步。</p><p>三是打造线下流量入口，一个高品质、高性价比的烘焙区，能有效吸引周边社区居民到店消费，形成稳定的线下客流，进而带动店内其他高价值商品的销售，实现 <a href=\"https://laohu8.com/S/300959\">线上线下</a> 流量的闭环。</p><p>小象烘焙的线下尝试，本质上是美团本地生活服务生态的一次实体化延伸。它不再满足于只做连接商家与用户的平台，而是要亲自下场，成为商品和服务的生产者。</p><p>02 朴朴京东下厨房，用高频餐饮“黏住”用户</p><p>如果说美团开超市是“重做”，那么朴朴和京东做餐饮和咖啡，则更像是“轻取”。它们的目标并非再造一个“ <a href=\"https://laohu8.com/S/06862\">海底捞</a> ”或“瑞幸”，而是通过更高频的消费场景，为自身的核心业务“输血”。</p><p>朴朴超市在福州，乃至整个华南市场，已经建立起了极高的用户渗透率和品牌护城河。数据显示，朴朴在福州的用户渗透率超过70%，单城年销售额破百亿，已于2024年实现年度盈利。在这样的优势地位下，推出“朴朴厨房”更像是一次“防御性进攻”。</p><p>其核心逻辑在于“用餐饮的高频，带动零售的低频”。一个用户可能一周买2-3次菜，但却可能一周订5-7次外卖。朴朴厨房通过提供极具性价比的快餐（价格多在10-20元区间），瞄准的是办公室白领的工作餐这一刚需市场。</p><p>目前，该业务仍处在福州总部周边小范围测试的阶段，但其战略意图十分明确。</p><p>一方面提升用户活跃度和粘性，将用户牢牢锁定在朴朴的App内，避免其流向美团、饿了么等专业外卖平台。</p><p>另一方面在大本营市场进行多业态尝试，可以巩固区域优势，为未来可能的全国扩张积累经验。餐饮外卖与超市订单合并配送，复用其强大的前置仓网络和配送团队，有效摊薄履约成本。</p><p>朴朴厨房的模式很“轻”，它依托于现有的供应链和履约体系，风险可控，演练的是巩固根据地、提升用户全生命 周期 价值的大战略。</p><p>京东对本地生活领域的野心早已不是秘密。从“京东到家”到“七鲜超市”，再到2025年7月上线的“七鲜小厨”，京东一直在寻找一个能切入高频消费场景的“尖刀”产品。而咖啡，正是这把完美的“尖刀”。</p><p>“七鲜咖啡”的打法更具互联网色彩，采用“店中店”的轻资产模式，内嵌于“七鲜小厨”之中，共享场地、客流和后厨资源，极大降低了开店成本和选址风险。</p><p>以低价策略入局，直接对标瑞幸，试图通过补贴快速抢占市场份额，咖啡作为引流利器，旨在为七鲜小厨乃至整个京东的本地生活服务导流，构建“咖啡+餐饮+零售”的生态闭环。</p><p>京东的目标非常清晰，通过咖啡这一高频、高粘性的品类，抢占用户心智，将用户“圈”进自己的本地生活生态中。</p><p>虽然面临着品牌辨识度不足、盈利压力巨大以及行业内卷严重等挑战，但京东显然愿意为此投入重金，因为这关系到它在即时零售下半场战争中的站位问题。</p><p>03 螺蛳壳里做道场，巨头们的阳谋与焦虑</p><p>无论是小象超市的烘焙坊，还是朴朴的厨房、京东的咖啡，这些看似“不务正业”的举动，共同指向了即时 零售行业 发展的深层逻辑和巨头们共同的焦虑。</p><p>互联网的增长神话已经结束，线上获客成本水涨船高。线下实体空间作为天然的流量入口，其价值被重新评估。巨头们需要通过看得见、摸得着的实体业态，去触达和服务那些尚未被完全线上化的用户，或者加深与现有用户的连接。</p><p>特别是对于以生鲜为主的前置仓模式，微薄的利润难以覆盖高昂的成本。因此，通过“仓店一体”提升坪效，或嫁接咖啡、餐饮等高毛利、高复购率的品类，成为提升整体盈利能力的必然选择。这不仅是商业模式的优化，更是关乎企业存亡的探索。</p><p>即时零售的战场，早已从单一的生鲜品类，扩展到“万物到家”的全品类竞争。根据商务部研究院等机构的预测，中国即时零售市场规模在2025至2026年将突破万亿大关。</p><p>在这个巨大的市场中，谁能满足用户更多元、更高频的需求，谁就能拥有最终的定价权。巨头们做的这一切，都是为了将用户的所有即时性需求，从一日三餐到下午茶，再到日常购物全部“承包”下来，锁死在自己的生态系统之内。</p><p>当卖菜的开始做饭，送外卖的开始烤面包，做电商的开始磨咖啡。这背后，是流量焦虑下的殊途同归，也是商业效率提升的必然路径。</p><p>对于消费者而言，这或许意味着更便捷、更多元的服务。但对于身处其中的巨头们来说，这场在“螺蛳壳”里展开关于供应链深度、运营精度和用户心智广度的贴身肉搏，已经从云端打到了街角。</p>","source":"tencent","collect":0,"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\" 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.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小象烘焙开设线下店，美团重燃线下零售野心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 10:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202101648a4713d35&s=b><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>超聚焦独家获悉，近日美团小象超市自有品牌“小象烘焙”，在北京后沙峪和望京附近开始试点线下店铺。从美团的小象超市布局“手作烘焙”，到去年9月朴朴超市悄然上线自营外卖“朴朴厨房”，再到同一时间京东继“小鲜厨房”后高调推出“七鲜咖啡”，并计划三年开万店，一杯补贴后低至4元的美式咖啡，搅动着本已白热化的咖啡市场。从现烤面包、到三餐热食、再到提神咖啡，这些看似“蝇头小利”的生意，正在成为 互联网 巨头们新的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202101648a4713d35&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260202101648a4713d35&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2608583508","content_text":"超聚焦独家获悉，近日美团小象超市自有品牌“小象烘焙”，在北京后沙峪和望京附近开始试点线下店铺。从美团的小象超市布局“手作烘焙”，到去年9月朴朴超市悄然上线自营外卖“朴朴厨房”，再到同一时间京东继“小鲜厨房”后高调推出“七鲜咖啡”，并计划三年开万店，一杯补贴后低至4元的美式咖啡，搅动着本已白热化的咖啡市场。从现烤面包、到三餐热食、再到提神咖啡，这些看似“蝇头小利”的生意，正在成为 互联网 巨头们新的角斗场。当线上流量红利见顶，曾经追求规模与速度的巨头们，不约而同地放慢脚步，沉下身子，开始在一枚小小的“螺蛳壳”里，精雕细琢地做起了道场。这背后，究竟是流量焦虑下的无奈之举，还是通往更高利润、更强用户粘性的必经之路？01 美团重燃线下零售野心美团对线下零售的执念，早已不是秘密。从折戟的“小象生鲜”到如今卷土重来的“小象超市”线下店，美团始终在寻找打通线上与线下的最优解。位于北京万柳的“小象超市”首店，面积近6000平米，远超传统前置仓的规模，与其说是一家超市，不如说是一个融合了“生鲜卖场+ 餐饮 体验+前置仓”的复合业态。根据公开信息，小象超市已形成了包括“小象”、“象大厨”（覆盖 熟食 卤味、 乳品 烘焙等）、“象小家”和“小象烘焙”在内的四大自有品牌矩阵。其核心战略清晰可见：以“吃”为绝对中心，生鲜、加工（烘焙、熟食、面点等）和 食品 三大品类的陈列面积占比高达98%。其中，烘焙区的设置尤为耐人寻味。它并非传统超市里简单的成品陈列区，而是被设计成一个配备了约13名工作人员的开放式厨房。从和面开始的全流程现场制作、透明橱窗展示，无一不在向 消费者 传递“手作”、“新鲜”、“高品质”的信号。一款售价仅49元的“750g草莓盒子蛋糕”因其超高性价比，迅速成为网红产品引爆社交媒体。在万柳首店中，烘焙区被设计成开放式厨房，极力强调“手工现制”与“高质价比体验”，售卖包括“招牌黄油牛乳吐司、法国AOP黄油可颂”在内的多款当日手作产品。美团此举的战略意图至少有三层。一是重塑品牌认知，通过看得见、摸得着的线下实体和手工制作过程，将“小象超市”从一个单纯追求“30分钟快送”的线上渠道品牌，升级为一个代表着“新鲜品质、有机健康、手工现做”的生活方式品牌。二是寻求更高毛利，相较于标准化的包装食品，现场制作的烘焙、熟食等3R产品（即烹、即热、即食）拥有更高的毛利率。这是在即时零售利润微薄的现状下，提升单店盈利能力的关键一步。三是打造线下流量入口，一个高品质、高性价比的烘焙区，能有效吸引周边社区居民到店消费，形成稳定的线下客流，进而带动店内其他高价值商品的销售，实现 线上线下 流量的闭环。小象烘焙的线下尝试，本质上是美团本地生活服务生态的一次实体化延伸。它不再满足于只做连接商家与用户的平台，而是要亲自下场，成为商品和服务的生产者。02 朴朴京东下厨房，用高频餐饮“黏住”用户如果说美团开超市是“重做”，那么朴朴和京东做餐饮和咖啡，则更像是“轻取”。它们的目标并非再造一个“ 海底捞 ”或“瑞幸”，而是通过更高频的消费场景，为自身的核心业务“输血”。朴朴超市在福州，乃至整个华南市场，已经建立起了极高的用户渗透率和品牌护城河。数据显示，朴朴在福州的用户渗透率超过70%，单城年销售额破百亿，已于2024年实现年度盈利。在这样的优势地位下，推出“朴朴厨房”更像是一次“防御性进攻”。其核心逻辑在于“用餐饮的高频，带动零售的低频”。一个用户可能一周买2-3次菜，但却可能一周订5-7次外卖。朴朴厨房通过提供极具性价比的快餐（价格多在10-20元区间），瞄准的是办公室白领的工作餐这一刚需市场。目前，该业务仍处在福州总部周边小范围测试的阶段，但其战略意图十分明确。一方面提升用户活跃度和粘性，将用户牢牢锁定在朴朴的App内，避免其流向美团、饿了么等专业外卖平台。另一方面在大本营市场进行多业态尝试，可以巩固区域优势，为未来可能的全国扩张积累经验。餐饮外卖与超市订单合并配送，复用其强大的前置仓网络和配送团队，有效摊薄履约成本。朴朴厨房的模式很“轻”，它依托于现有的供应链和履约体系，风险可控，演练的是巩固根据地、提升用户全生命 周期 价值的大战略。京东对本地生活领域的野心早已不是秘密。从“京东到家”到“七鲜超市”，再到2025年7月上线的“七鲜小厨”，京东一直在寻找一个能切入高频消费场景的“尖刀”产品。而咖啡，正是这把完美的“尖刀”。“七鲜咖啡”的打法更具互联网色彩，采用“店中店”的轻资产模式，内嵌于“七鲜小厨”之中，共享场地、客流和后厨资源，极大降低了开店成本和选址风险。以低价策略入局，直接对标瑞幸，试图通过补贴快速抢占市场份额，咖啡作为引流利器，旨在为七鲜小厨乃至整个京东的本地生活服务导流，构建“咖啡+餐饮+零售”的生态闭环。京东的目标非常清晰，通过咖啡这一高频、高粘性的品类，抢占用户心智，将用户“圈”进自己的本地生活生态中。虽然面临着品牌辨识度不足、盈利压力巨大以及行业内卷严重等挑战，但京东显然愿意为此投入重金，因为这关系到它在即时零售下半场战争中的站位问题。03 螺蛳壳里做道场，巨头们的阳谋与焦虑无论是小象超市的烘焙坊，还是朴朴的厨房、京东的咖啡，这些看似“不务正业”的举动，共同指向了即时 零售行业 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 换到小米，前几天，不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 换到小米，前几天，不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些","text":"$美团-W(03690)$ 换到小米，前几天，不过算下来也不怎么样……和美团一样远低于阿里、快手、腾讯、京东。不过整体上比美团还是好一些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/410527667864056","isVote":1,"tweetType":1,"viewCount":5192,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494314295033535","authorId":"3494314295033535","name":"LogicalWing","avatar":"https://static.tigerbbs.com/1bf4a2a2a9c706853c6e44d3e47098e5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3494314295033535","idStr":"3494314295033535"},"content":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上","text":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上","html":"老兄 还不满足美团的涨幅啊 我觉得美团涨幅会慢慢赶上"},{"author":{"id":"4133585145462200","authorId":"4133585145462200","name":"2025腾飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4133585145462200","idStr":"4133585145462200"},"content":"美团才是真正有补涨需求的。其余已经高估了，尤其小米","text":"美团才是真正有补涨需求的。其余已经高估了，尤其小米","html":"美团才是真正有补涨需求的。其余已经高估了，尤其小米"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394780389130792,"gmtCreate":1737424331443,"gmtModify":1737424332645,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 又大规模增发新股了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a> 又大规模增发新股了","text":"$快手-W(01024)$ 又大规模增发新股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394780389130792","isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383102424994176,"gmtCreate":1734573092486,"gmtModify":1734573647876,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 现在的当务之急是赶紧拉内需，发钱给内需消费性企业，因为已经确实别无他法，首先：美联储降息预期放缓，一方面美联储也要磨合特朗普团队上台的不确定性手里不敢打太多牌，一方面在国内就业ok的情况下要抑制热钱流入中国，因此降息预期只能放缓，降息的放缓会导致rmb贬值预期增强，而美国加关税让出口愈加艰难，对冲了贬值的优点，但降低了国内企业盈利能力，导致税收下滑，地方债高筑，螺旋下滑趋势愈加明显，经济下行就像癌症，刚开始就要下定决心上猛药，犹豫不决就晚了","listText":"<a 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现在的当务之急是赶紧拉内需，发钱给内需消费性企业，因为已经确实别无他法，首先：美联储降息预期放缓，一方面美联储也要磨合特朗普团队上台的不确定性手里不敢打太多牌，一方面在国内就业ok的情况下要抑制热钱流入中国，因此降息预期只能放缓，降息的放缓会导致rmb贬值预期增强，而美国加关税让出口愈加艰难，对冲了贬值的优点，但降低了国内企业盈利能力，导致税收下滑，地方债高筑，螺旋下滑趋势愈加明显，经济下行就像癌症，刚开始就要下定决心上猛药，犹豫不决就晚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/383102424994176","isVote":1,"tweetType":1,"viewCount":4949,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554548221276087","authorId":"3554548221276087","name":"大音仔","avatar":"https://static.tigerbbs.com/f439942da7a68bdff2e2fc6767d8e35f","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3554548221276087","idStr":"3554548221276087"},"content":"钱应该发到老百姓手上。给我一万块我马上出去消费。","text":"钱应该发到老百姓手上。给我一万块我马上出去消费。","html":"钱应该发到老百姓手上。给我一万块我马上出去消费。"},{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3566290818801808","idStr":"3566290818801808"},"content":"对不起 ，老爷们就喜欢打应付，觉得自己见招拆招很牛逼，实则就是一个脑瘫","text":"对不起 ，老爷们就喜欢打应付，觉得自己见招拆招很牛逼，实则就是一个脑瘫","html":"对不起 ，老爷们就喜欢打应付，觉得自己见招拆招很牛逼，实则就是一个脑瘫"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404827772448960,"gmtCreate":1739859606971,"gmtModify":1739859608185,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3471210355661451","idStr":"3471210355661451"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 京东药丸了，电商市场已经崩盘了，被抖音超越。跌到第四了，现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$&nbsp;</a> 京东药丸了，电商市场已经崩盘了，被抖音超越。跌到第四了，现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。","text":"$京东集团-SW(09618)$ 京东药丸了，电商市场已经崩盘了，被抖音超越。跌到第四了，现在已经不计成本疯狂尝试新赛道。国家补贴了一次这是最后一波了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/404827772448960","isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3436920162604594","authorId":"3436920162604594","name":"灵栖国伟hzygw","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3436920162604594","idStr":"3436920162604594"},"content":"自营等于多了一道中间商差价，怎么可能做的过阿里多多。而且自营会滋生腐败，效率又低下。多多国际业务是降维打击","text":"自营等于多了一道中间商差价，怎么可能做的过阿里多多。而且自营会滋生腐败，效率又低下。多多国际业务是降维打击","html":"自营等于多了一道中间商差价，怎么可能做的过阿里多多。而且自营会滋生腐败，效率又低下。多多国际业务是降维打击"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}