钝感投资者的个人主页 - 老虎社区

钝感投资者

钝感投资者

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IP属地：上海

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钝感投资者

09-17

王兴说忙着和程维在海外打架，潜台词就是根本没把国内京东放在眼里

刘强东隔空喊话王兴：很尊重兴哥，希望企业间“多些开放、少想太多”

钝感投资者

08-28

$美团-W(03690)$ 加油

钝感投资者

07-30

$诺和诺德(NVO)$ 开仓

钝感投资者

06-18

$英伟达(NVDA)$ 先卖了

钝感投资者

04-29

$小鹏汽车(XPEV)$ 定个X9支持一下！

钝感投资者

04-26

这波舆论战看似京东赢了。刚好东子就是人大社会学毕业的。王兴冷血战神的本色，大家还没感受到，拭目以待吧！我站美团

钝感投资者

04-23

$京东集团-SW(09618)$ 情怀不能当饭吃

钝感投资者

04-21

美团外卖的利润率才1.1%

京东美团，刺刀见红的第51天

钝感投资者

04-17

$霸王茶姬(CHA)$ 嘿嘿嘿

钝感投资者

04-17

一点点，意思一下

钝感投资者

04-17

$霸王茶姬(CHA)$ 几点出结果

钝感投资者

03-14

$On Holding AG(ONON)$ 希望一年能赚几双鞋钱

钝感投资者

2024-10-05

$雾芯科技(RLX)$ 真妖啊

钝感投资者

2024-10-02

$雾芯科技(RLX)$ ？？？

钝感投资者

2024-05-17

$Faraday Future(FFIE)$ 兄弟们，回本了帮我妖一下RLX，我也想涨个几十倍回本

钝感投资者

2024-05-17

$Faraday Future(FFIE)$ to the moon？

钝感投资者

2024-05-16

$Faraday Future(FFIE)$ 看不懂，祝兄弟们发财

钝感投资者

2024-02-23

没敢展开讲讲利润

瑞幸咖啡Q4营收同比增91.2%，中国市场年销售首次超星巴克

钝感投资者

2022-03-03

$思摩尔国际(06969)$什么情况？

钝感投资者

2022-01-05

$RLX科技(RLX)$看到其他中概股陪着一起跌，感觉好了点

去老虎APP查看更多动态

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SF055</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>刘强东隔空喊话王兴：很尊重兴哥，希望企业间“多些开放、少想太多”</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刘强东隔空喊话王兴：很尊重兴哥，希望企业间“多些开放、少想太多”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-16 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/hy/hyjz/2025-09-16/doc-infqsxmc3551259.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月16日，京东联合贵州茅台酒举行“京东品酒会”。京东集团创始人刘强东在会上表示，企业之间，该竞争就竞争，而竞争要靠战略、靠商业模式、靠价值创造、靠信誉。\n　　他也强调，不要把正常商业竞争变成个人恩怨，“没有必要”。\n　　“兴哥（王兴）我很尊重，我也很赞赏。希望企业互相多一些开放，多点简单，多点单纯，少点想太多的东西。”他说。\n　　新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载...</p>\n\n<a href=\"https://finance.sina.com.cn/hy/hyjz/2025-09-16/doc-infqsxmc3551259.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"86618":"京东健康-R","89618":"京东集团-SWR","LU0132412106.USD":"abrdn SICAV I - EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4531":"中概回港概念","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","LU1993786604.SGD":"UBS (LUX) EQUITY 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</div><p>所谓二选一，最初起源于电商行业，指部分电商平台利用自身优势地位，以及入驻商家对平台的依赖，以明示或者暗示的手段要求商家在自己和竞争对手之间做选择，达到“人无我有”，吸引更多消费者到平台，从而抢占市场份额。</p><p>而在那场轰轰烈烈扑灭电商二选一的战役中，京东曾打过一次胜仗，如今，正在如法炮制，整顿“美团们”。</p><p><strong>烽火连天????????????</strong></p><p>过去，外卖行业长期处于“一超一强”的固化格局。</p><p>美团是主导者。通过轻资产模式整合线上和线下的零售资源，用流量和算法分配订单，进而占据高位；饿了么背靠阿里生态，本应拥有得天独厚的资源优势，但一直不温不火，本地生活集团更一直深陷亏损泥潭，拖着饿了么在盈利之路上步履蹒跚。</p><p>自官宣入局外卖行业以来，京东更像一名“重装战士”：以高品质、高补贴和自营物流为核心卖点，吸引用户、商家与骑手，短时间内便打响了前哨战。</p><p>4月15日，京东宣布，自3月1日正式上线后仅一个多月，京东外卖日单量已突破500万单，这个数字已足以让美团感受到泰山压力。</p><p><strong>或许也正因如此，自京东官宣入局的这51天里，双方火药味十足，</strong>从卷骑手社保，到高管互相开炮，再到APP图标暗讽，背后的原因是双方已互相渗透对方核心地带，按照美团的意思：你攻我外卖，我就攻你电商。</p><p>就在上周，美团以“闪购”直插京东腹地，京东则以“秒送”为盾，试图刚住美团的剑刃。</p><p>作为反击，今日，京东将炮头指向了骑手的“二选一”问题。</p><p>过去，兼职骑手都是在各大平台之间自由接单，进而保证自己的收入。不过在京东看来，这种平衡状态正在被一些外卖平台打破。“因个别平台二选一行为，骑手的收入会降低16-25%左右，我们对此深表同情，也对个别平台违法违规行为表示谴责。”</p><p>无独有偶，两天前，<strong>美团已经非常有先见之明地对“二选一”问题表达过否认。</strong></p><p>4月19日，美团在小团有话说账号上发文，有多条包含“美团封杀骑手去某平台跑单”“不要去跑某平台，查到就是永久封号”等内容的聊天截图，在社交平台上广泛传播。相关内容纯属编造，均为谣言。美团面向全行业招募优质骑手，不会违规限制任何骑手的准入准出，更不会因此对骑手进行永久封号处置。</p><p>美团还强调，一直致力于为骑手提供公平、自由的工作环境，充分尊重骑手自主选择工作平台的权利。</p><p>针对行业畸形的现状，京东则宣布了加码举措，称对兼职骑手永不强迫“二选一”，并鼓励大家在各平台自由接单，保障收入最大化。</p><p><strong>没有输家???</strong>?</p><p>提到“二选一”，不得不让人联想到电商领域曾对簿公堂、长达十年之久的“二选一”案。</p><p>2013年，当时的京东高管发了一篇个人署名文章《二选一，这条通往奴役之路，你走么？》，首次将阿里“逼商家二选一”的问题摆在了幕前，正式宣战。</p><p>文章中指出：2013年以来，天猫不断以“签订独家协议”“独家合作”等方式，要求在天猫商城开设店铺的服饰、家居等众多品牌商家不得在京东商城参加促销活动、不得在京东商城开设店铺进行经营。</p><p>自此，京东和阿里之间就“二选一”问题展开了多次观点碰撞。2017年，京东向北京市高级人民法院正式起诉阿里“二选一”。</p><p>在当时的阿里看来，平台与商家间的互相选择本就是正常的市场行为，实质是良币驱逐劣币。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团市场公关委员会主席王帅称，“平台不是土豪，成本也不是大风刮来的，大促活动的各项资源天然稀缺，只能向最有诚意最积极参与大促活动的品牌商家倾斜。这是最朴素的商业规则。”</p><p>虽然语带不服，但最终的结果是，2023年12月，北京市高级人民法院对京东诉阿里“二选一”案作出一审判决，认定阿里滥用市场支配地位实施“二选一”的垄断行为成立，对京东造成严重损害，并判决向京东赔偿10亿元。</p><p>随后，电商领域开启了整顿时代，并收效颇丰。正如国家市场监督管理总局发布的公告显示，阿里迎来了三年整改，并严格规范自身经营行为，合规整改工作取得了良好成效，网络零售市场环境得到改善，公平竞争秩序有效恢复。</p><p>如今，京东持续就外卖二选一问题发声，一方面，表明了入局的强烈决心。京东集团CEO许冉在谈及入局外卖的原因时表示，最重要的是解决行业痛点、满足用户需求，“如果其他平台已经充分满足了用户的需求，那其实就不会存在现在的这些行业痛点。<strong>外卖行业本就是一个宽广的赛道，完全容得下多个平台。</strong>”</p><p>在硬币的另一面，京东更希望在有秩序的环境下得以存活，顺势“整顿”对手，与当年电商二选一事件如出一辙。</p><p>实际上，外卖行业潜规则和痛点不少，在今天的公开信中，京东便撕开了外卖平台的阴暗遮羞布。</p><p>在这份公开信中，京东对某平台放话：你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期对骑手事故率超过快递小哥三倍以上的安全问题置若罔闻；你可以在约60%以上门店都不赚钱的餐饮行业赚取千亿利润，丝毫不顾餐饮从业者的艰辛和挣扎；你还可以在超过40%毛利的幽灵外卖暴利驱使下，纵容和鼓励幽灵外卖大行其道，丝毫不顾忌消费者的食品安全。</p><p>而在这些阴暗角落里，正在堆起一个个庞大的外卖商业帝国。例如其中的头羊美团，据其公布的年报数据显示，2024年其营收超3376亿元，净利润达368亿元，用户数达到7.7亿，赚的盆满钵满。</p><p>光鲜数据的背面，是生存逻辑的备受质疑。例如被困在算法里的骑手，逆行闯灯只为点击送达，超时、投诉罚款更让骑手怨声载道，长期积累的矛盾已形成“信任赤字”，<strong>更让首富钟睒睒怒斥这些平台为“经济绞肉机”、“周扒皮”。</strong></p><p>而在争夺骑手、商家资源上，京东显然更具“手腕”，此前刘强东内部会议向下指示称：京东外卖净利润率永远不超过5%，我们要让骑手有尊严，让商家有钱赚。<strong>超过5%，我要处分人的。</strong></p><p>与此同时，刘强东还公开质疑现行平台抽成机制：“据说加上广告费，现在扣点高达25%，有的甚至达到30%多，这样一来，它带来的危害就是不断地让餐厅为了生存，为了赚钱，不断降低自己的品质，特别安全方面的品质。”</p><p>当然，京东的攻势虽猛，但美团的护城河尚未崩塌。目前，美团仍占据外卖市场超70%份额，能够在行业中屹立不倒，美团是凭借成熟的网络、高频用户粘性及资金实力，长期主导着市场，这需要京东阶段性的找到增长，并拥有与美团持续作战的毅力。</p><p>客观来说，用户习惯非一朝一夕间掉头，在外卖领域尚属于新手的京东，不可避免会出现诸多课题，而京东也承认，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，平台部分外卖订单延迟，造成了不良用户体验。</p><p>在社交平台上，就有消费者喊话刘强东称：东哥我错了，再也不敢薅羊毛了，让小哥赶紧送吧，并配上了订单超时的截图。</p><p>短时间内，外卖行业的格局很难发生翻天覆地的变化，但这场战争没有输家，京东的入局倒逼美团优化佣金、升级骑手保障，美团的反击则让京东需要不断思考，在大力补贴的红利期过后，如何持续留住用户并形成用户黏性。</p><p>而成为最终赢家的，可能是骑手、商家与消费者，共同迎来一个可以“多选一”的外卖好时代。</p><p>【如果您还想了解更多财经资讯，点击下载和讯财经APP，1500万理财高手都在用】</p><p><img src=\"http://img.hexun.com/2016/images/fbdl.jpg\"/></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>京东美团，刺刀见红的第51天</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; 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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京东美团，刺刀见红的第51天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1056779998\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7d4b373205a673ce16c395cded039e4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">和讯网 </p>\n<p class=\"h-time\">2025-04-21 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>4月21日，<a href=\"https://laohu8.com/S/JD\">京东</a>一封《致全体外卖骑手兄弟们的公开信》将即时零售行业的“暗战”推向幕前，更撕开了骑手“自由接单”的温暖面纱。</p><p>京东称，近期，有竞对平台再次玩起“二选一”游戏，强迫各位骑手不能接京东平台的秒送订单，如有违反，会采取封杀措施。</p><p>因并未指名道姓，截至发稿，尚未有外卖平台对此做出回应。不过消费者还是将目光放在了近期与京东开启多轮隔空喊话的美团，<strong>自京东入局以来，双方已厮杀51天。</strong></p><div><p><img src=\"https://fs-cms.hexun.com/img/2025-04-21/218600896.jpg\" title=\"\"/></p> </div><p>所谓二选一，最初起源于电商行业，指部分电商平台利用自身优势地位，以及入驻商家对平台的依赖，以明示或者暗示的手段要求商家在自己和竞争对手之间做选择，达到“人无我有”，吸引更多消费者到平台，从而抢占市场份额。</p><p>而在那场轰轰烈烈扑灭电商二选一的战役中，京东曾打过一次胜仗，如今，正在如法炮制，整顿“美团们”。</p><p><strong>烽火连天????????????</strong></p><p>过去，外卖行业长期处于“一超一强”的固化格局。</p><p>美团是主导者。通过轻资产模式整合线上和线下的零售资源，用流量和算法分配订单，进而占据高位；饿了么背靠阿里生态，本应拥有得天独厚的资源优势，但一直不温不火，本地生活集团更一直深陷亏损泥潭，拖着饿了么在盈利之路上步履蹒跚。</p><p>自官宣入局外卖行业以来，京东更像一名“重装战士”：以高品质、高补贴和自营物流为核心卖点，吸引用户、商家与骑手，短时间内便打响了前哨战。</p><p>4月15日，京东宣布，自3月1日正式上线后仅一个多月，京东外卖日单量已突破500万单，这个数字已足以让美团感受到泰山压力。</p><p><strong>或许也正因如此，自京东官宣入局的这51天里，双方火药味十足，</strong>从卷骑手社保，到高管互相开炮，再到APP图标暗讽，背后的原因是双方已互相渗透对方核心地带，按照美团的意思：你攻我外卖，我就攻你电商。</p><p>就在上周，美团以“闪购”直插京东腹地，京东则以“秒送”为盾，试图刚住美团的剑刃。</p><p>作为反击，今日，京东将炮头指向了骑手的“二选一”问题。</p><p>过去，兼职骑手都是在各大平台之间自由接单，进而保证自己的收入。不过在京东看来，这种平衡状态正在被一些外卖平台打破。“因个别平台二选一行为，骑手的收入会降低16-25%左右，我们对此深表同情，也对个别平台违法违规行为表示谴责。”</p><p>无独有偶，两天前，<strong>美团已经非常有先见之明地对“二选一”问题表达过否认。</strong></p><p>4月19日，美团在小团有话说账号上发文，有多条包含“美团封杀骑手去某平台跑单”“不要去跑某平台，查到就是永久封号”等内容的聊天截图，在社交平台上广泛传播。相关内容纯属编造，均为谣言。美团面向全行业招募优质骑手，不会违规限制任何骑手的准入准出，更不会因此对骑手进行永久封号处置。</p><p>美团还强调，一直致力于为骑手提供公平、自由的工作环境，充分尊重骑手自主选择工作平台的权利。</p><p>针对行业畸形的现状，京东则宣布了加码举措，称对兼职骑手永不强迫“二选一”，并鼓励大家在各平台自由接单，保障收入最大化。</p><p><strong>没有输家???</strong>?</p><p>提到“二选一”，不得不让人联想到电商领域曾对簿公堂、长达十年之久的“二选一”案。</p><p>2013年，当时的京东高管发了一篇个人署名文章《二选一，这条通往奴役之路，你走么？》，首次将阿里“逼商家二选一”的问题摆在了幕前，正式宣战。</p><p>文章中指出：2013年以来，天猫不断以“签订独家协议”“独家合作”等方式，要求在天猫商城开设店铺的服饰、家居等众多品牌商家不得在京东商城参加促销活动、不得在京东商城开设店铺进行经营。</p><p>自此，京东和阿里之间就“二选一”问题展开了多次观点碰撞。2017年，京东向北京市高级人民法院正式起诉阿里“二选一”。</p><p>在当时的阿里看来，平台与商家间的互相选择本就是正常的市场行为，实质是良币驱逐劣币。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团市场公关委员会主席王帅称，“平台不是土豪，成本也不是大风刮来的，大促活动的各项资源天然稀缺，只能向最有诚意最积极参与大促活动的品牌商家倾斜。这是最朴素的商业规则。”</p><p>虽然语带不服，但最终的结果是，2023年12月，北京市高级人民法院对京东诉阿里“二选一”案作出一审判决，认定阿里滥用市场支配地位实施“二选一”的垄断行为成立，对京东造成严重损害，并判决向京东赔偿10亿元。</p><p>随后，电商领域开启了整顿时代，并收效颇丰。正如国家市场监督管理总局发布的公告显示，阿里迎来了三年整改，并严格规范自身经营行为，合规整改工作取得了良好成效，网络零售市场环境得到改善，公平竞争秩序有效恢复。</p><p>如今，京东持续就外卖二选一问题发声，一方面，表明了入局的强烈决心。京东集团CEO许冉在谈及入局外卖的原因时表示，最重要的是解决行业痛点、满足用户需求，“如果其他平台已经充分满足了用户的需求，那其实就不会存在现在的这些行业痛点。<strong>外卖行业本就是一个宽广的赛道，完全容得下多个平台。</strong>”</p><p>在硬币的另一面，京东更希望在有秩序的环境下得以存活，顺势“整顿”对手，与当年电商二选一事件如出一辙。</p><p>实际上，外卖行业潜规则和痛点不少，在今天的公开信中，京东便撕开了外卖平台的阴暗遮羞布。</p><p>在这份公开信中，京东对某平台放话：你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期对骑手事故率超过快递小哥三倍以上的安全问题置若罔闻；你可以在约60%以上门店都不赚钱的餐饮行业赚取千亿利润，丝毫不顾餐饮从业者的艰辛和挣扎；你还可以在超过40%毛利的幽灵外卖暴利驱使下，纵容和鼓励幽灵外卖大行其道，丝毫不顾忌消费者的食品安全。</p><p>而在这些阴暗角落里，正在堆起一个个庞大的外卖商业帝国。例如其中的头羊美团，据其公布的年报数据显示，2024年其营收超3376亿元，净利润达368亿元，用户数达到7.7亿，赚的盆满钵满。</p><p>光鲜数据的背面，是生存逻辑的备受质疑。例如被困在算法里的骑手，逆行闯灯只为点击送达，超时、投诉罚款更让骑手怨声载道，长期积累的矛盾已形成“信任赤字”，<strong>更让首富钟睒睒怒斥这些平台为“经济绞肉机”、“周扒皮”。</strong></p><p>而在争夺骑手、商家资源上，京东显然更具“手腕”，此前刘强东内部会议向下指示称：京东外卖净利润率永远不超过5%，我们要让骑手有尊严，让商家有钱赚。<strong>超过5%，我要处分人的。</strong></p><p>与此同时，刘强东还公开质疑现行平台抽成机制：“据说加上广告费，现在扣点高达25%，有的甚至达到30%多，这样一来，它带来的危害就是不断地让餐厅为了生存，为了赚钱，不断降低自己的品质，特别安全方面的品质。”</p><p>当然，京东的攻势虽猛，但美团的护城河尚未崩塌。目前，美团仍占据外卖市场超70%份额，能够在行业中屹立不倒，美团是凭借成熟的网络、高频用户粘性及资金实力，长期主导着市场，这需要京东阶段性的找到增长，并拥有与美团持续作战的毅力。</p><p>客观来说，用户习惯非一朝一夕间掉头，在外卖领域尚属于新手的京东，不可避免会出现诸多课题，而京东也承认，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，平台部分外卖订单延迟，造成了不良用户体验。</p><p>在社交平台上，就有消费者喊话刘强东称：东哥我错了，再也不敢薅羊毛了，让小哥赶紧送吧，并配上了订单超时的截图。</p><p>短时间内，外卖行业的格局很难发生翻天覆地的变化，但这场战争没有输家，京东的入局倒逼美团优化佣金、升级骑手保障，美团的反击则让京东需要不断思考，在大力补贴的红利期过后，如何持续留住用户并形成用户黏性。</p><p>而成为最终赢家的，可能是骑手、商家与消费者，共同迎来一个可以“多选一”的外卖好时代。</p><p>【如果您还想了解更多财经资讯，点击下载和讯财经APP，1500万理财高手都在用】</p><p><img src=\"http://img.hexun.com/2016/images/fbdl.jpg\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://tech.hexun.com/2025-04-21/218600895.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2529879555","content_text":"4月21日，京东一封《致全体外卖骑手兄弟们的公开信》将即时零售行业的“暗战”推向幕前，更撕开了骑手“自由接单”的温暖面纱。京东称，近期，有竞对平台再次玩起“二选一”游戏，强迫各位骑手不能接京东平台的秒送订单，如有违反，会采取封杀措施。因并未指名道姓，截至发稿，尚未有外卖平台对此做出回应。不过消费者还是将目光放在了近期与京东开启多轮隔空喊话的美团，自京东入局以来，双方已厮杀51天。 所谓二选一，最初起源于电商行业，指部分电商平台利用自身优势地位，以及入驻商家对平台的依赖，以明示或者暗示的手段要求商家在自己和竞争对手之间做选择，达到“人无我有”，吸引更多消费者到平台，从而抢占市场份额。而在那场轰轰烈烈扑灭电商二选一的战役中，京东曾打过一次胜仗，如今，正在如法炮制，整顿“美团们”。烽火连天????????????过去，外卖行业长期处于“一超一强”的固化格局。美团是主导者。通过轻资产模式整合线上和线下的零售资源，用流量和算法分配订单，进而占据高位；饿了么背靠阿里生态，本应拥有得天独厚的资源优势，但一直不温不火，本地生活集团更一直深陷亏损泥潭，拖着饿了么在盈利之路上步履蹒跚。自官宣入局外卖行业以来，京东更像一名“重装战士”：以高品质、高补贴和自营物流为核心卖点，吸引用户、商家与骑手，短时间内便打响了前哨战。4月15日，京东宣布，自3月1日正式上线后仅一个多月，京东外卖日单量已突破500万单，这个数字已足以让美团感受到泰山压力。或许也正因如此，自京东官宣入局的这51天里，双方火药味十足，从卷骑手社保，到高管互相开炮，再到APP图标暗讽，背后的原因是双方已互相渗透对方核心地带，按照美团的意思：你攻我外卖，我就攻你电商。就在上周，美团以“闪购”直插京东腹地，京东则以“秒送”为盾，试图刚住美团的剑刃。作为反击，今日，京东将炮头指向了骑手的“二选一”问题。过去，兼职骑手都是在各大平台之间自由接单，进而保证自己的收入。不过在京东看来，这种平衡状态正在被一些外卖平台打破。“因个别平台二选一行为，骑手的收入会降低16-25%左右，我们对此深表同情，也对个别平台违法违规行为表示谴责。”无独有偶，两天前，美团已经非常有先见之明地对“二选一”问题表达过否认。4月19日，美团在小团有话说账号上发文，有多条包含“美团封杀骑手去某平台跑单”“不要去跑某平台，查到就是永久封号”等内容的聊天截图，在社交平台上广泛传播。相关内容纯属编造，均为谣言。美团面向全行业招募优质骑手，不会违规限制任何骑手的准入准出，更不会因此对骑手进行永久封号处置。美团还强调，一直致力于为骑手提供公平、自由的工作环境，充分尊重骑手自主选择工作平台的权利。针对行业畸形的现状，京东则宣布了加码举措，称对兼职骑手永不强迫“二选一”，并鼓励大家在各平台自由接单，保障收入最大化。没有输家????提到“二选一”，不得不让人联想到电商领域曾对簿公堂、长达十年之久的“二选一”案。2013年，当时的京东高管发了一篇个人署名文章《二选一，这条通往奴役之路，你走么？》，首次将阿里“逼商家二选一”的问题摆在了幕前，正式宣战。文章中指出：2013年以来，天猫不断以“签订独家协议”“独家合作”等方式，要求在天猫商城开设店铺的服饰、家居等众多品牌商家不得在京东商城参加促销活动、不得在京东商城开设店铺进行经营。自此，京东和阿里之间就“二选一”问题展开了多次观点碰撞。2017年，京东向北京市高级人民法院正式起诉阿里“二选一”。在当时的阿里看来，平台与商家间的互相选择本就是正常的市场行为，实质是良币驱逐劣币。阿里巴巴集团市场公关委员会主席王帅称，“平台不是土豪，成本也不是大风刮来的，大促活动的各项资源天然稀缺，只能向最有诚意最积极参与大促活动的品牌商家倾斜。这是最朴素的商业规则。”虽然语带不服，但最终的结果是，2023年12月，北京市高级人民法院对京东诉阿里“二选一”案作出一审判决，认定阿里滥用市场支配地位实施“二选一”的垄断行为成立，对京东造成严重损害，并判决向京东赔偿10亿元。随后，电商领域开启了整顿时代，并收效颇丰。正如国家市场监督管理总局发布的公告显示，阿里迎来了三年整改，并严格规范自身经营行为，合规整改工作取得了良好成效，网络零售市场环境得到改善，公平竞争秩序有效恢复。如今，京东持续就外卖二选一问题发声，一方面，表明了入局的强烈决心。京东集团CEO许冉在谈及入局外卖的原因时表示，最重要的是解决行业痛点、满足用户需求，“如果其他平台已经充分满足了用户的需求，那其实就不会存在现在的这些行业痛点。外卖行业本就是一个宽广的赛道，完全容得下多个平台。”在硬币的另一面，京东更希望在有秩序的环境下得以存活，顺势“整顿”对手，与当年电商二选一事件如出一辙。实际上，外卖行业潜规则和痛点不少，在今天的公开信中，京东便撕开了外卖平台的阴暗遮羞布。在这份公开信中，京东对某平台放话：你可以十几年不为任何一名骑手缴纳五险一金；你可以用强大的算法对骑手极尽压榨之能事；你可以长期对骑手事故率超过快递小哥三倍以上的安全问题置若罔闻；你可以在约60%以上门店都不赚钱的餐饮行业赚取千亿利润，丝毫不顾餐饮从业者的艰辛和挣扎；你还可以在超过40%毛利的幽灵外卖暴利驱使下，纵容和鼓励幽灵外卖大行其道，丝毫不顾忌消费者的食品安全。而在这些阴暗角落里，正在堆起一个个庞大的外卖商业帝国。例如其中的头羊美团，据其公布的年报数据显示，2024年其营收超3376亿元，净利润达368亿元，用户数达到7.7亿，赚的盆满钵满。光鲜数据的背面，是生存逻辑的备受质疑。例如被困在算法里的骑手，逆行闯灯只为点击送达，超时、投诉罚款更让骑手怨声载道，长期积累的矛盾已形成“信任赤字”，更让首富钟睒睒怒斥这些平台为“经济绞肉机”、“周扒皮”。而在争夺骑手、商家资源上，京东显然更具“手腕”，此前刘强东内部会议向下指示称：京东外卖净利润率永远不超过5%，我们要让骑手有尊严，让商家有钱赚。超过5%，我要处分人的。与此同时，刘强东还公开质疑现行平台抽成机制：“据说加上广告费，现在扣点高达25%，有的甚至达到30%多，这样一来，它带来的危害就是不断地让餐厅为了生存，为了赚钱，不断降低自己的品质，特别安全方面的品质。”当然，京东的攻势虽猛，但美团的护城河尚未崩塌。目前，美团仍占据外卖市场超70%份额，能够在行业中屹立不倒，美团是凭借成熟的网络、高频用户粘性及资金实力，长期主导着市场，这需要京东阶段性的找到增长，并拥有与美团持续作战的毅力。客观来说，用户习惯非一朝一夕间掉头，在外卖领域尚属于新手的京东，不可避免会出现诸多课题，而京东也承认，近期竞对平台对兼职外卖骑手强迫“二选一”的行为，事发突然，平台部分外卖订单延迟，造成了不良用户体验。在社交平台上，就有消费者喊话刘强东称：东哥我错了，再也不敢薅羊毛了，让小哥赶紧送吧，并配上了订单超时的截图。短时间内，外卖行业的格局很难发生翻天覆地的变化，但这场战争没有输家，京东的入局倒逼美团优化佣金、升级骑手保障，美团的反击则让京东需要不断思考，在大力补贴的红利期过后，如何持续留住用户并形成用户黏性。而成为最终赢家的，可能是骑手、商家与消费者，共同迎来一个可以“多选一”的外卖好时代。【如果您还想了解更多财经资讯，点击下载和讯财经APP，1500万理财高手都在用】","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425546238366072,"gmtCreate":1744903199741,"gmtModify":1744903202292,"author":{"id":"3568605040457774","authorId":"3568605040457774","name":"钝感投资者","avatar":"https://static.tigerbbs.com/131f02457637b78f107991a03d046591","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568605040457774","authorIdStr":"3568605040457774"},"themes":[],"htmlText":"<a 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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>瑞幸咖啡Q4营收同比增91.2%，中国市场年销售首次超星巴克</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{ 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class=\"meta\">\n\n\n2024-02-23 20:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-02-23/doc-inaiztck4654268.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月23日，瑞幸咖啡公布了截至12月31日的2023年第四季度及全年财报。第四季度，瑞幸咖啡净营收为70.65亿元，同比增长91.2%。净利润为2.964亿元，而2022年第四季度净利润为5450万元。不按美国通用会计准则，净利润为3.566亿元，而2022年同期净利润为1.669亿元。整个2023年，瑞幸咖啡在中国市场的总销售额为248.6亿元（约合34.5亿美元），超过了星巴克的31.6亿美元...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-02-23/doc-inaiztck4654268.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d12f820102df1859c1d25e4011ee104","relate_stocks":{"LKNCY":"瑞幸咖啡"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-02-23/doc-inaiztck4654268.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122573471","content_text":"2月23日，瑞幸咖啡公布了截至12月31日的2023年第四季度及全年财报。第四季度，瑞幸咖啡净营收为70.65亿元，同比增长91.2%。净利润为2.964亿元，而2022年第四季度净利润为5450万元。不按美国通用会计准则，净利润为3.566亿元，而2022年同期净利润为1.669亿元。整个2023年，瑞幸咖啡在中国市场的总销售额为248.6亿元（约合34.5亿美元），超过了星巴克的31.6亿美元，从而成为中国市场上最大的咖啡连锁店。第四季度运营业绩：第四季度净新开门店2975家，环比增长22.4%。截至第四季度末，门店数量为16，248家，其中包括10，628家自营门店和5，620家联营门店。第四季度平均每月交易客户为6240万，较2022年同期的2460万增长154.2%。自营门店营收为51.034亿元（约合7.188亿美元），与2022年同期的26.971亿元相比增长89.2%。联营店营收为17.638亿元（约合2.484亿美元），与2022年同期的8.434亿元相比增长109.1%。","news_type":1,"symbols_score_info":{"LKNCY":1.1}},"isVote":1,"tweetType":1,"viewCount":2385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632342315,"gmtCreate":1646273746144,"gmtModify":1646273746144,"author":{"id":"3568605040457774","authorId":"3568605040457774","name":"钝感投资者","avatar":"https://static.tigerbbs.com/131f02457637b78f107991a03d046591","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568605040457774","authorIdStr":"3568605040457774"},"themes":[],"htmlText":"<a 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