淘宝便利店现身，要和“711”“美宜佳”抢市场？_老虎社区_美港股上老虎

淘宝便利店现身，要和“711”“美宜佳”抢市场？

财中社10-31

便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...

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芭菲军
·11-01
天猫小店换个名
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顺盈
·10-31
就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。
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顺盈
·10-31
总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发
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18:25","market":"us","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p>　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p>　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p>　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","HBBD.SI":"Alibaba HK SDR 5to1","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。　　阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。　　此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。　　阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"ALBmain":0.6,"BABA":1.5,"09988":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":495145981600640,"gmtCreate":1761916232342,"gmtModify":1761916235010,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"htmlText":"就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。","listText":"就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。","text":"就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495145981600640","repostId":2579450203,"repostType":2,"repost":{"id":"2579450203","kind":"news","pubTimestamp":1761906311,"share":"https://www.laohu8.com/m/news/2579450203?lang=zh_CN&edition=full","pubTime":"2025-10-31 18:25","market":"us","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p>　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p>　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p>　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","HBBD.SI":"Alibaba HK SDR 5to1","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。　　阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。　　此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。　　阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"ALBmain":0.6,"BABA":1.5,"09988":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":495146776518840,"gmtCreate":1761915989179,"gmtModify":1761915991850,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"htmlText":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","listText":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","text":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495146776518840","repostId":2579450203,"repostType":2,"repost":{"id":"2579450203","kind":"news","pubTimestamp":1761906311,"share":"https://www.laohu8.com/m/news/2579450203?lang=zh_CN&edition=full","pubTime":"2025-10-31 18:25","market":"us","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p>　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p>　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p>　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","HBBD.SI":"Alibaba HK SDR 5to1","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) 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ACC","BK1521":"挪威政府全球养老基金持仓","LU0359201612.USD":"贝莱德中国基金A2","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV"},"source_url":"http://finance.eastmoney.com/a/202510313552038360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579450203","content_text":"便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。　　阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。　　此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。　　阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"HBBD.SI":0.6,"ALBmain":0.6,"BABA":1.5,"09988":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":3,"repostSize":3,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}