金语良言
01-07
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京东“眼红”了？传闻收购叮咚买菜，背后竟是这场“闪电仓”大战！
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20:30","market":"hk","language":"zh","title":"京东“眼红”了？传闻收购叮咚买菜，背后竟是这场“闪电仓”大战！","url":"https://stock-news.laohu8.com/highlight/detail?id=2600233028","media":"新浪财经","summary":"近日，关于“叮咚买菜要被京东收购”的市场传闻甚嚣尘上，引发了业界和投资者的高度关注。对此，京东和叮咚买菜双方均未予置评。业内人士分析，京东收购叮咚买菜，很大程度上是为了弥补这一短板。如果京东能收购叮咚，或许可以快速整合资源，布局更贴近用户的即时配送网络，抢占“闪电仓”市场的红利。","content":"<html><body><article><p>近日，关于“<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>要被<a href=\"https://laohu8.com/S/JD\">京东</a>收购”的市场传闻甚嚣尘上，引发了业界和投资者的高度关注。作为即时零售领域的“黑马”，叮咚买菜凭借其高效的前置仓模式迅速崛起；而京东作为传统电商巨头，也在积极布局即时配送业务。此次传闻的背后，究竟隐藏着怎样的商业逻辑？让我们一起来拆解这场潜在的“收购风波”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260104204116085d201y1e70g0862n\"/><p>1.传闻的起源：从“永辉”到“叮咚”</p><p>据新浪科技报道，12月26日，有市场传闻称“叮咚买菜将被京东收购”。对此，京东和叮咚买菜双方均未予置评。不过，消息并非空穴来风。事实上，早在2023年第三季度，京东出售所持 <a href=\"https://laohu8.com/S/601933\">永辉超市</a> 全部股权后，就曾被市场猜测将资金转投前置仓赛道，而叮咚买菜正是当时被视为可能的对象。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260104204118715d201eg6h9kgwf84\"/><p>2.双方态度：传闻与现实的距离</p><p>虽然传闻沸沸扬扬，但从接近京东的知情人士处获悉，目前京东暂无收购叮咚买菜的计划。这表明，尽管市场上有各种猜测，但官方层面尚未有实质性的动作。</p><p>3.核心动因：“闪电仓”与“前置仓”的博弈</p><p>要理解这场传闻背后的深层逻辑，必须聚焦到两大电商巨头在即时零售领域的布局差异。</p><p>京东的野心：抢占“闪电仓”市场</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260104204120340d201xk7q0jy3r8w\"/><p>近年来，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>闪购等平台凭借“闪电仓”模式（即将仓库设置在用户家门口，追求秒级送达）抢占了大量市场份额。京东虽然拥有庞大的 物流 网络，但在“闪电仓”这一极致高效的配送模式上仍有短板。业内人士分析，京东收购叮咚买菜，很大程度上是为了弥补这一短板。叮咚买菜采用的是“前置仓”模式——将仓库布局在距离用户1-3公里范围内，以生鲜鲜活为卖点。如果京东能收购叮咚，或许可以快速整合资源，布局更贴近用户的即时配送网络，抢占“闪电仓”市场的红利。</p><p>叮咚买菜的优势：高效的前置仓模式</p><p>叮咚买菜在前置仓领域的布局已经非常成熟。2024年全年，叮咚买菜实现 GMV 255.6 亿元，同比增长 16.3%；实现收入 230.7 亿元，同比增长 15.5%。其模式的核心优势在于高效的配送和新鲜的生鲜产品，这也是京东极度看中的资源。</p><p>4.行业竞争：从“外卖”到“零售”的边界打通</p><p>这场传闻其实是当前 互联网 赛道竞争格局变化的缩影。随着“万物到家”概念的提出，传统电商与本地生活服务的边界日益模糊。京东、<a href=\"https://laohu8.com/S/BABA\">阿里</a>、<a href=\"https://laohu8.com/S/03690\">美团</a>等巨头都在加码即时零售业务。京东这一次的“出手”，更多被解读为一种“围魏救赵”的策略，即通过在即时零售赛道投入更多资源，来分散美团等竞争对手的精力，从而保护其传统电商的核心利益。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260104204127898d201mfuw3u2mznt\"/><p>总结：传闻虽多，真相待定</p><p>虽然目前双方均未证实收购计划，但这场关于“收购叮咚买菜”的传闻，实则反映了即时零售领域的激烈竞争。对于京东来说，获取叮咚的资源无疑能为其在“闪电仓”赛道上增添筹码；而对于叮咚买菜来说，其高效的前置仓模式已经成为行业内争相模仿的标杆。无论最终是否成行，这场“抢购”风波都让我们看到了即时零售赛道背后，那场关于速度与效率的终极角逐。</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>京东“眼红”了？传闻收购叮咚买菜，背后竟是这场“闪电仓”大战！</title>\n<style 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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京东“眼红”了？传闻收购叮咚买菜，背后竟是这场“闪电仓”大战！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 20:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104204130a6f1f084&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，关于“叮咚买菜要被京东收购”的市场传闻甚嚣尘上，引发了业界和投资者的高度关注。作为即时零售领域的“黑马”，叮咚买菜凭借其高效的前置仓模式迅速崛起；而京东作为传统电商巨头，也在积极布局即时配送业务。此次传闻的背后，究竟隐藏着怎样的商业逻辑？让我们一起来拆解这场潜在的“收购风波”。1.传闻的起源：从“永辉”到“叮咚”据新浪科技报道，12月26日，有市场传闻称“叮咚买菜将被京东收购”。对此，京东和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104204130a6f1f084&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":{"89618":"京东集团-SWR","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1282651121.HKD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (HKD) INC","BK1588":"回港中概股","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1720050803.USD":"安联全方位中国股票基金","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","SG9999002828.SGD":"Eastspring Investments Unit Trusts - Dragon Peacock A SGD","LU0052750758.USD":"富兰克林中国基金A Acc","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU1719994722.HKD":"NINETY ONE 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全部股权后，就曾被市场猜测将资金转投前置仓赛道，而叮咚买菜正是当时被视为可能的对象。2.双方态度：传闻与现实的距离虽然传闻沸沸扬扬，但从接近京东的知情人士处获悉，目前京东暂无收购叮咚买菜的计划。这表明，尽管市场上有各种猜测，但官方层面尚未有实质性的动作。3.核心动因：“闪电仓”与“前置仓”的博弈要理解这场传闻背后的深层逻辑，必须聚焦到两大电商巨头在即时零售领域的布局差异。京东的野心：抢占“闪电仓”市场近年来，美团闪购等平台凭借“闪电仓”模式（即将仓库设置在用户家门口，追求秒级送达）抢占了大量市场份额。京东虽然拥有庞大的 物流 网络，但在“闪电仓”这一极致高效的配送模式上仍有短板。业内人士分析，京东收购叮咚买菜，很大程度上是为了弥补这一短板。叮咚买菜采用的是“前置仓”模式——将仓库布局在距离用户1-3公里范围内，以生鲜鲜活为卖点。如果京东能收购叮咚，或许可以快速整合资源，布局更贴近用户的即时配送网络，抢占“闪电仓”市场的红利。叮咚买菜的优势：高效的前置仓模式叮咚买菜在前置仓领域的布局已经非常成熟。2024年全年，叮咚买菜实现 GMV 255.6 亿元，同比增长 16.3%；实现收入 230.7 亿元，同比增长 15.5%。其模式的核心优势在于高效的配送和新鲜的生鲜产品，这也是京东极度看中的资源。4.行业竞争：从“外卖”到“零售”的边界打通这场传闻其实是当前 互联网 赛道竞争格局变化的缩影。随着“万物到家”概念的提出，传统电商与本地生活服务的边界日益模糊。京东、阿里、美团等巨头都在加码即时零售业务。京东这一次的“出手”，更多被解读为一种“围魏救赵”的策略，即通过在即时零售赛道投入更多资源，来分散美团等竞争对手的精力，从而保护其传统电商的核心利益。总结：传闻虽多，真相待定虽然目前双方均未证实收购计划，但这场关于“收购叮咚买菜”的传闻，实则反映了即时零售领域的激烈竞争。对于京东来说，获取叮咚的资源无疑能为其在“闪电仓”赛道上增添筹码；而对于叮咚买菜来说，其高效的前置仓模式已经成为行业内争相模仿的标杆。无论最终是否成行，这场“抢购”风波都让我们看到了即时零售赛道背后，那场关于速度与效率的终极角逐。","news_type":1,"symbols_score_info":{"89618":0.6,"JD":1.95,"DDL":1.93,"09618":1.95}},"isVote":1,"tweetType":1,"viewCount":46,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/519013866192968"}
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