拼多多超市、京东超市、天猫超市的血腥盛宴_老虎社区_美港股上老虎

拼多多超市、京东超市、天猫超市的血腥盛宴

蓝鲸财经01-19

文｜刘旷一场关于超市的战争正在悄然打响。2026年年初，拼多多在APP深处内测“百亿超市”，悄然打响了这场巨头之间的超市之战，电商战场的硝烟也从遥远的“全球购”开始下沉到每个家庭的菜篮子。这场“商超霸权”的终极对决已经不仅仅只是商品的比拼，更是三种不同商业逻辑的正面硬刚。拼多多：以“价格”为矛的降维打击拼多多“百亿超市”最直观的冲击来自价格，其核心逻辑是将“C2M+产地直采”模式从3C数码彻底平移...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119144803a43bbac8&s=b><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜刘旷一场关于超市的战争正在悄然打响。2026年年初，拼多多在APP深处内测“百亿超市”，悄然打响了这场巨头之间的超市之战，电商战场的硝烟也从遥远的“全球购”开始下沉到每个家庭的菜篮子。这场“商超霸权”的终极对决已经不仅仅只是商品的比拼，更是三种不同商业逻辑的正面硬刚。拼多多：以“价格”为矛的降维打击拼多多“百亿超市”最直观的冲击来自价格，其核心逻辑是将“C2M+产地直采”模式从3C数码彻底平移...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260119144803a43bbac8&s=b\">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":"LU0143863784.USD","symbol_name":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) 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2-3天。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","BK4538":"云计算","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","PDD":"拼多多","LU1046421795.USD":"富达环球科技A-ACC","BK4548":"巴美列捷福持仓","LU0140636845.USD":"施罗德大中华区股票A Acc","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0633140560.USD":"AB EMERGING MARKET MULTI ASSET PORTFOLIO \"A\" (USD) ACC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc 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40%。从拼多多“百亿超市”的竞争策略来看，他们并没有选择与竞争对手在“快”字上面硬碰硬，而是主打一个“省”，与美团小象超市、京东七鲜等玩家主打“30分钟达”、“1小时达”的即时零售模式不同，拼多多“百亿超市”目前主要依赖普通快递，时效约为 2-3天。不得不承认，拼多多“百亿超市“以极致低价确实能在商超赛道上撕开一个口子，但是其背后的现实硬伤也不得不面对。对于商超品类，尤其是生鲜食品，对于物流时效与保鲜能力的要求是非常苛刻的，而这一点正是拼多多“百亿超市”最大的短板。在即时零售逐步成为主流的当下，美团闪购、淘宝闪购、京东超市等平台已经能够实现“小时达”甚至更快的时效。相比之下，拼多多“百亿超市”目前还主要依赖传统快递模式，物流时效普遍需要2-3天甚至更久，这显然难以满足用户对生鲜食材的即时性需求。此外，冷链物流方面可能也会是一个硬伤，根据第三方物流报告显示，拼多多生鲜商品在运输过程中的平均温控达标率仅为行业平均水平的68%，这可能将直接导致部分消费者收到的商品可能出现腐烂、变质等问题。凡事有利必有弊，除了物流时效和保鲜能力是消费者比较担忧的点，低价也可能会带来品控上的担忧。当价格被压到极限，产品的品质是否还依然能得到保障？既要商品的价格足够低，还要保障商品的品质，这对平台商家也是一个极大的考验。由此看来，拼多多“百亿超市”仅靠“低价”这张牌恐怕还是不够，只有逐步补充履约时效、品控溯源等系列短板，才能真正实现从“价格战”到“价值战”的跨越。京东超市：以“仓配”为盾的品质防御对于拼多多的低价进攻，京东超市并未坐以待毙，而是选择“守正出奇”。一方面，加强京东超市的供应链效率。京东超市不仅在线上深耕，同时还开始向线下深入布局，依靠京东强大的采销能力和仓网布局，京东不单纯依赖价格战，而是通过提升供应链效率来降低成本，从而在酒水、母婴、生鲜等高价值品类建立了自身的差异化壁垒。另一方面，京东在履约效率和品质保障方面进行反击。通过借助强大的售后体系以及京东的“211限时达”，京东在履约效率方面拥有拼多多短时间内难以比拟的“确定性”。当然，尽管京东超市在品质和物流配送方面仍然具有优势，但是在价格竞争力等方面正面临挑战和冲击。相比拼多多“百亿超市”的极致低价，京东超市的商品价格通常都比较稳定，对于价格感知比较敏感的用户来说，京东超市需要在如何挽回这部分用户下一番苦功夫了。此外，虽然京东拥有“211限时达”这块金字招牌，但是在新兴的即时零售赛道上，京东超市就显得有些力不从心了，甚至无法像美团或者淘宝闪购那样提供高效的“小时达”服务。天猫超市与盒马：以“即时”为剑的侧翼包抄天猫超市同样不选择与拼多多“百亿超市”在价格战方面正面硬刚，而是开始试图将商超消费从“计划性行为”转变为“即时性冲动”。一方面，天猫超市与盒马协同作战，直接改变竞争维度，从“比谁卖得便宜”，转变为“比谁送得快”，与此同时，盒马通过“盒马鲜生+超合算”双轮战略，加速门店扩张，抢占“生鲜”市场。另一方面，天猫超市联合菜鸟，通过“大仓+小仓”的多层次布局，将配送时效提升至“小时级”，甚至在部分城市试点“一日三配”。此外，天猫超市还将协同淘宝闪购的配送队伍，实现更高效的履约效率。相比拼多多“百亿补贴”的极致低价，天猫超市的价格优势正在减弱。此外，近年来关于天猫超市商品质量的负面声音逐渐开始增多，天猫超市在商品质量方面也需要加强品控。这是一场关于“消费价值观”的战争对于拼多多“百亿超市”、京东超市、天猫超市这场“三国杀”的最终走向，可能将取决于消费者的最终选择。京东超市胜在“确定性”，它适合追求效率与服务的中产阶级家庭，他们把商超打造成为一个品质管家。天猫超市胜在“时效性”，适合追求即时需求的都市青年，他们把商超打造成为一个城市补给站。拼多多超市胜在“性价比”，适合对价格敏感追求实用主义的消费群体，他们把商超打造成了一个巨大的“折扣仓库”。至于谁能在这场商超大战中赢得最终胜利，眼下恐怕很难分出胜负，不过对于消费者来说，这或许是最好的时代。","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,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}