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虎你真好
2021-06-26
??
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虎你真好
2021-06-18
Wow….
董明珠要给格力员工分3700套房，哪些人能分到？
虎你真好
2021-04-02
???
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虎你真好
2021-04-01
???
疑似阿里述职PPT外泄：社区团购已经“泡汤了”
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104022254227e68fdca&s=b><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>天天财经独家，速关注为一杯奶茶可以排队等候数小时！4月2日，深圳一家网红奶茶店开业，深圳的年轻人竟顶着30度的高温排队买奶茶。黄牛对代购一杯奶茶的开价更是高达200元。来源：中国证券报记者吴瞬摄深圳交警都出来喊话：文和友门口大排场龙，请绿色出行！来源：微博中证君不禁想问：“大家都不用上班吗？”“茶颜悦色”奶茶店深圳开业4月2日，深圳超级文和友开业，约2万平米体量，是目前全国最大的“文和友大楼”。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104022254227e68fdca&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8cfe04583f65086e588fa34f234a623","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104022254227e68fdca&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2124817755","content_text":"天天财经独家，速关注为一杯奶茶可以排队等候数小时！4月2日，深圳一家网红奶茶店开业，深圳的年轻人竟顶着30度的高温排队买奶茶。黄牛对代购一杯奶茶的开价更是高达200元。来源：中国证券报记者吴瞬摄深圳交警都出来喊话：文和友门口大排场龙，请绿色出行！来源：微博中证君不禁想问：“大家都不用上班吗？”“茶颜悦色”奶茶店深圳开业4月2日，深圳超级文和友开业，约2万平米体量，是目前全国最大的“文和友大楼”。深圳文和友主打的是自己开发的“生蚝”品牌——“深笙蚝”，店内并没有做小龙虾的专卖。在文和友里面的网红饮品店“茶颜悦色”快闪店也同步开业。据了解，茶颜悦色是湖南长沙的网红新茶饮品牌，这一次在深圳文和友开了两家店，且这一次是快闪店，预计开店时间仅有3个月左右。在深圳文和友的取号界面上，高峰时段排队取号的已超过5万桌，若按照平均一桌4人计算，排队人数已超过20万人。来源：深圳文和友公众号4月2日下午14时，中证君到达深圳文和友时，仍有大量的年轻人正在排队进入。当时气温高达30度，排队需花费15分钟。周边居民表示，上午时排队进入深圳文和友的人数更多，要排队一小时。来源：中国证券报记者吴瞬摄而在排队进入深圳文和友后，并不能立刻买到茶颜悦色。茶颜悦色会在每个整点时段发放70个名额，且必须在门店50米范围内才能取号，这也就意味着你必须在现场取号，而且要靠“抢”。来源：中国证券报记者吴瞬摄在现场的一位年轻人表示，他已经在这里呆了两个小时，仍没有抢到茶颜悦色的号。来源：中国证券报记者吴瞬摄代购费达200元为了买茶颜悦色一杯奶茶排队几小时早已不是新闻。此前茶颜悦色进入武汉时，更被爆出需要排队8小时，代购费500元。来源：百度在某交易平台上，代购深圳茶颜悦色奶茶的费用最高达200元。来源：截取自某交易平台事实上，茶颜悦色如此受到深圳年轻人的追捧，主要是太稀缺了。据了解，目前茶颜悦色仅在长沙、武汉等少数城市开有门店，不少深圳年轻人就是慕名而来，想喝一杯传说中的奶茶。茶颜悦色到底有多稀缺，看这一份报告就能知道了。《2020年新茶饮行业发展白皮书》显示，喜茶入驻城市有58个，奈雪入驻城市有61个，茶颜悦色却只入驻了3个城市。来源：《2020年新茶饮行业发展白皮书》千亿级的新茶饮市场在年轻人疯狂追捧网红茶饮的背后，是一个千亿级的新茶饮市场。安信证券指出，90、00后消费力崛起，新式茶饮打开中国茶饮市场天花板，2021年新式茶饮市场规模预计达到1102亿元，且目前各档次茶饮连锁品牌百花齐放：各档次茶饮连锁品牌百花齐放来源：安信证券同时，资本也早已入局。安信证券数据显示，截至2020年，喜茶已获得4轮融资，投资方包括腾讯、红杉资本、龙珠资本等。2020年3月喜茶又获得由高瓴资本和蔻图资本领投的新一轮融资，投后估值达160亿元，相比2019年7月获得的90亿元估值增长近80%。新茶饮赛道的另一头部品牌奈雪的茶截至目前也获得了4轮融资，在2020年12月刚刚完成了C轮1亿多美元的融资，领投方为太盟投资集团，投后估值达到20亿美元。而茶颜悦色的背后，也有不少知名公司暗藏其中。在茶颜悦色的主体湖南茶悦文化发展集团有限公司背后，不仅有资深消费领域投资机构天图资本的入驻，同时阿里巴巴和腾讯也间接投资了茶颜悦色。来源：天眼查之所以各路资本纷纷入局，主要是这一行业的天花板仍远未触及。《2020年新茶饮行业发展白皮书》指出，新茶饮市场规模历史增速近300%，未来尚有数百亿市场空间待渗透。头部市场参与者以喜茶、奈雪的茶为代表，积极布局各线市场，引发新一轮茶饮年轻化消费浪潮。尽管新茶饮市场近年来令人瞩目，却远未触及行业天花板，领先新茶饮品牌对比星巴克各层级市场的渗透率依然较低，潜在市场空间巨大。编辑：张楠曹帅","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357871896,"gmtCreate":1617264386815,"gmtModify":1704697967526,"author":{"id":"3575467233374005","authorId":"3575467233374005","name":"虎你真好","avatar":"https://static.tigerbbs.com/5e94064cf4ff33ad08668c513a334d0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357871896","repostId":"1169951145","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":125579642,"gmtCreate":1624682627986,"gmtModify":1703843582125,"author":{"id":"3575467233374005","authorId":"3575467233374005","name":"虎你真好","avatar":"https://static.tigerbbs.com/5e94064cf4ff33ad08668c513a334d0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/125579642","repostId":"1173114193","repostType":4,"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168363578,"gmtCreate":1623951344394,"gmtModify":1703824577003,"author":{"id":"3575467233374005","authorId":"3575467233374005","name":"虎你真好","avatar":"https://static.tigerbbs.com/5e94064cf4ff33ad08668c513a334d0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wow….","listText":"Wow….","text":"Wow….","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168363578","repostId":"1130140097","repostType":4,"repost":{"id":"1130140097","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1623942749,"share":"https://www.laohu8.com/m/news/1130140097?lang=&edition=full","pubTime":"2021-06-17 23:12","market":"sh","language":"zh","title":"董明珠要给格力员工分3700套房，哪些人能分到？","url":"https://stock-news.laohu8.com/highlight/detail?id=1130140097","media":"界面新闻","summary":"董明珠要给员工“一人一套房”的承诺又登上了热搜。\n6月15日，董明珠自媒体在微博发布了一段董明珠的演讲视频，称第一批3700套住房即将交付使用，优先分给优秀员工。\n这3700套房的去向引起了网友的关注","content":"<div>\n<p>董明珠要给员工“一人一套房”的承诺又登上了热搜。\n6月15日，董明珠自媒体在微博发布了一段董明珠的演讲视频，称第一批3700套住房即将交付使用，优先分给优秀员工。\n这3700套房的去向引起了网友的关注，究竟哪些人才能分到？\n界面新闻从一位格力员工处获悉，今年3月，格力总裁办曾发布关于申请明珠广场住房的通知。邮件显示，该套楼盘3月时已进入前期装修阶段，由于房源有限，主要解决的是已婚，且在珠海、中山...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>董明珠要给格力员工分3700套房，哪些人能分到？</title>\n<style 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}\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董明珠要给格力员工分3700套房，哪些人能分到？\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-17 23:12 北京时间 <strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>董明珠要给员工“一人一套房”的承诺又登上了热搜。\n6月15日，董明珠自媒体在微博发布了一段董明珠的演讲视频，称第一批3700套住房即将交付使用，优先分给优秀员工。\n这3700套房的去向引起了网友的关注，究竟哪些人才能分到？\n界面新闻从一位格力员工处获悉，今年3月，格力总裁办曾发布关于申请明珠广场住房的通知。邮件显示，该套楼盘3月时已进入前期装修阶段，由于房源有限，主要解决的是已婚，且在珠海、中山...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5729d16d3ad977d2c9b0df2ab2bde5c3","relate_stocks":{"000651":"格力电器"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130140097","content_text":"董明珠要给员工“一人一套房”的承诺又登上了热搜。\n6月15日，董明珠自媒体在微博发布了一段董明珠的演讲视频，称第一批3700套住房即将交付使用，优先分给优秀员工。\n这3700套房的去向引起了网友的关注，究竟哪些人才能分到？\n界面新闻从一位格力员工处获悉，今年3月，格力总裁办曾发布关于申请明珠广场住房的通知。邮件显示，该套楼盘3月时已进入前期装修阶段，由于房源有限，主要解决的是已婚，且在珠海、中山无房员工的需求。\n\n明珠广场现场图。图片来源：受访者\n另据董明珠在2020年4月的一场直播上的说法，格力将优先保证技术部门的已婚80后、准备结婚的90后能分到房。\n界面新闻采访了多位格力员工，他们都表示公司尚未下发具体通知，不清楚该房的产权归属、是否需要缴纳租金等细则。\n董明珠所称“一人一套房”容易让人误解为“公司送房”，实际上，格力明珠广场属于人才公寓，其地块由珠海市政府提供，格力投资18亿元建设。\n2018年，董明珠对外宣布，珠海市委市政府为鼓励格力电器而分给公司1万套住房的土地，格力公司将自费投入20亿元进行建设。同年8月，“珠海明珠广场”开始动工，这套人才公寓位于珠海较中心的区域——香洲区，由两栋18层、3栋19层、3栋32层、3栋35层共11栋住宅，1栋商业及邻里中心、1栋幼儿园组成，占地面积约80719.95平方米，总建筑面积约为278402平方米。当时预计2021年交付共3180套。\n目前这套房价值多少？根据中原地产发布的珠海5月房价走势数据，香洲区（包含新香洲与老香洲）5月房价约为3.5万/平米。也就是说，一套60平米的两房一厅价值200万。\n格力此前就有人才公寓项目。据公开报道，格力在2007年3月起就开始自建员工住宿房，包括康乐园一期、二期，总工程建筑面积超过11万平方米，总投资近6亿元。\n一位离职格力员工表示，康乐园属于员工宿舍，住房条件比较简单，类似于大学宿舍。康乐园一期主要入住人员为产线员工，二期则主要提供给技术人员、大学生等，入住后只需支付象征性的租金，其曾住过的四房一厅每月租金是100元。“房间里只放得下一张上床下桌。”该员工说。\n许多大企业都有对员工的住房补贴政策，只不过在一线城市难以像格力一样自建住房。以互联网大厂为例，腾讯、阿里、字节跳动等企业都采取了租金补贴的政策。\n例如，字节跳动的要求是，一线城市（北上广深）距离办公地步行30分钟，自行车或地铁20分钟范围内租房，每月可获公司提供的1500元补助。快手在相似条件下补贴2000元。另外，具体补贴数额根据职位有所不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340879950,"gmtCreate":1617379155470,"gmtModify":1704699331146,"author":{"id":"3575467233374005","authorId":"3575467233374005","name":"虎你真好","avatar":"https://static.tigerbbs.com/5e94064cf4ff33ad08668c513a334d0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340879950","repostId":"2124817755","repostType":2,"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357871896,"gmtCreate":1617264386815,"gmtModify":1704697967526,"author":{"id":"3575467233374005","authorId":"3575467233374005","name":"虎你真好","avatar":"https://static.tigerbbs.com/5e94064cf4ff33ad08668c513a334d0a","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357871896","repostId":"1169951145","repostType":4,"repost":{"id":"1169951145","pubTimestamp":1617263674,"share":"https://www.laohu8.com/m/news/1169951145?lang=&edition=full","pubTime":"2021-04-01 15:54","market":"hk","language":"zh","title":"疑似阿里述职PPT外泄：社区团购已经“泡汤了”","url":"https://stock-news.laohu8.com/highlight/detail?id=1169951145","media":"零售商业评论","summary":"鲜受关注的中国600万夫妻老婆店有福了！","content":"<p>今天，脉脉上出现一个爆料。一个显示为“<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>员工”的用户，发帖泄露了阿里MMC事业群的真面貌。</p>\n<p>消费者翘首以待的阿里社区团购泡汤了！这次一直存在却鲜受关注的中国600万夫妻老婆店有福了！</p>\n<p>我们来看下爆料的具体内容。</p>\n<p><img src=\"https://static.tigerbbs.com/ffecc830742ab2f7f3461b83c45869fa\" tg-width=\"627\" tg-height=\"1115\" referrerpolicy=\"no-referrer\"></p>\n<p>从这个脉脉用户爆料的内容来看，阿里MMC的核心使命锁定在数字升级600万夫妻老婆店。</p>\n<p>这盘棋的逻辑是这样：对小店进行网格化管理——形成规模——玩C2B2M模式——让小店与源头工厂和农民直连，实现以销定产和以销优产。</p>\n<p>这显然不是社区团购或者说社区电商的卖货逻辑了。</p>\n<p>从爆料内容来看，阿里内部对MMC模式的总结是“近场电商”。</p>\n<p>其他大厂的社区团购是社会化团长裂变倾销，是人推货。MMC是小店数字化升级，是货配人。</p>\n<p>此前流传最广的“不设上限”似乎也真相了——对小店数字化升级的投入不设上限。</p>\n<p>爆料看起来真实性很强。里面配了3张图，不仅图片上的阿里LOGO清晰可见，里面的业务大图逻辑也是有模有样，像极了大厂的述职PPT风格。</p>\n<p><img src=\"https://static.tigerbbs.com/01a790e871e1f2ccc1874bcf45a7b3a7\" tg-width=\"833\" tg-height=\"548\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e5cee0094722f1069e1810c7f08c31f4\" tg-width=\"946\" tg-height=\"658\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad96b3bc708f0ed1f1aa6b683c9116af\" tg-width=\"1077\" tg-height=\"764\" referrerpolicy=\"no-referrer\"></p>\n<p>从上述模式对比图上看，传统零售分销模式主要在渠道，流通链路非常长，这种模式也一直是最主要的供销模式。</p>\n<p>而近年杀出的社区团购，T+1到场自提，其核心一环在社会化团长。但PPT显示这个模式仍然是“人推货”的模式。</p>\n<p>阿里的MMC模式，核心是升级600万数字小店，实现货配人，走通C2B2M这个业内玩家都想抵达的终局。</p>\n<p>阿里干这事也有几点优势。</p>\n<p>首先是零售通曾宣布已经改造了近150万数字小店。这些店主有稳定的经营场所，能提供确定性服务。同时，小店基于稳定的邻里关系还能提供更个性化和多元化的分层服务。最重要的是，小店跟阿里关系更近，一旦接入阿里提供的数字感知设备，就能聚拢规模化的社区需求，从而具备反哺生产端的可能性。</p>\n<p>其次是商品的丰富度和数字化的仓配能力。阿里入局，背后是经济体的一盘货和这几年自建、共建的各种产地仓，以及菜鸟网络的物流能力。不妨大胆断言，未来社区电商也好，近场电商也罢，竞争的高地和壁垒的构建一定是在供应链上。</p>\n<p>最后就是求胜欲。外界都在说阿里好多年没有打仗了，但MMC让大家看到了阿里的求战欲和求胜欲。大家想想，为什么戴珊来执掌MMC？除了她是分管B类事业群和盒马事业群的一号位这个因素外，另外几个身份更值得细品：阿里巴巴十八罗汉之一、阿里巴巴集团合伙人、阿里集团大农业办公室主任。</p>\n<p>所以，大家怎么看阿里的MMC模式？</p>","source":"lsy1574404730537","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疑似阿里述职PPT外泄：社区团购已经“泡汤了”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 15:54 北京时间 <a href=https://mp.weixin.qq.com/s/d3PuiHyx76-fo6awhVKtAA><strong>零售商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，脉脉上出现一个爆料。一个显示为“阿里巴巴员工”的用户，发帖泄露了阿里MMC事业群的真面貌。\n消费者翘首以待的阿里社区团购泡汤了！这次一直存在却鲜受关注的中国600万夫妻老婆店有福了！\n我们来看下爆料的具体内容。\n\n从这个脉脉用户爆料的内容来看，阿里MMC的核心使命锁定在数字升级600万夫妻老婆店。\n这盘棋的逻辑是这样：对小店进行网格化管理——形成规模——玩C2B2M模式——让小店与源头工厂和...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/d3PuiHyx76-fo6awhVKtAA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d179bddc18596e950cfbcca48be8765a","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/d3PuiHyx76-fo6awhVKtAA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169951145","content_text":"今天，脉脉上出现一个爆料。一个显示为“阿里巴巴员工”的用户，发帖泄露了阿里MMC事业群的真面貌。\n消费者翘首以待的阿里社区团购泡汤了！这次一直存在却鲜受关注的中国600万夫妻老婆店有福了！\n我们来看下爆料的具体内容。\n\n从这个脉脉用户爆料的内容来看，阿里MMC的核心使命锁定在数字升级600万夫妻老婆店。\n这盘棋的逻辑是这样：对小店进行网格化管理——形成规模——玩C2B2M模式——让小店与源头工厂和农民直连，实现以销定产和以销优产。\n这显然不是社区团购或者说社区电商的卖货逻辑了。\n从爆料内容来看，阿里内部对MMC模式的总结是“近场电商”。\n其他大厂的社区团购是社会化团长裂变倾销，是人推货。MMC是小店数字化升级，是货配人。\n此前流传最广的“不设上限”似乎也真相了——对小店数字化升级的投入不设上限。\n爆料看起来真实性很强。里面配了3张图，不仅图片上的阿里LOGO清晰可见，里面的业务大图逻辑也是有模有样，像极了大厂的述职PPT风格。\n\n从上述模式对比图上看，传统零售分销模式主要在渠道，流通链路非常长，这种模式也一直是最主要的供销模式。\n而近年杀出的社区团购，T+1到场自提，其核心一环在社会化团长。但PPT显示这个模式仍然是“人推货”的模式。\n阿里的MMC模式，核心是升级600万数字小店，实现货配人，走通C2B2M这个业内玩家都想抵达的终局。\n阿里干这事也有几点优势。\n首先是零售通曾宣布已经改造了近150万数字小店。这些店主有稳定的经营场所，能提供确定性服务。同时，小店基于稳定的邻里关系还能提供更个性化和多元化的分层服务。最重要的是，小店跟阿里关系更近，一旦接入阿里提供的数字感知设备，就能聚拢规模化的社区需求，从而具备反哺生产端的可能性。\n其次是商品的丰富度和数字化的仓配能力。阿里入局，背后是经济体的一盘货和这几年自建、共建的各种产地仓，以及菜鸟网络的物流能力。不妨大胆断言，未来社区电商也好，近场电商也罢，竞争的高地和壁垒的构建一定是在供应链上。\n最后就是求胜欲。外界都在说阿里好多年没有打仗了，但MMC让大家看到了阿里的求战欲和求胜欲。大家想想，为什么戴珊来执掌MMC？除了她是分管B类事业群和盒马事业群的一号位这个因素外，另外几个身份更值得细品：阿里巴巴十八罗汉之一、阿里巴巴集团合伙人、阿里集团大农业办公室主任。\n所以，大家怎么看阿里的MMC模式？","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
