802 lines
35 KiB
HTML
802 lines
35 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>外卖大战 - 行业洞察报告</title>
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<style>
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body {
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font-family: 'Noto Sans SC', sans-serif;
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background-color: #f8fafc;
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background-image:
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radial-gradient(at 47% 33%, hsl(162.00, 77%, 40%) 0, transparent 59%),
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radial-gradient(at 82% 65%, hsl(218.00, 39%, 11%) 0, transparent 55%);
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border-radius: 50%;
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background-color: #3b82f6;
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.timeline-line {
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.card-hover {
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transition: all 0.3s ease;
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.card-hover:hover {
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transform: translateY(-5px);
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box-shadow: 0 10px 25px -5px rgba(0, 0, 0, 0.1), 0 10px 10px -5px rgba(0, 0, 0, 0.04);
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background: linear-gradient(90deg, #3b82f6, #10b981);
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.table-container {
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overflow-x: auto;
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}
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@media (max-width: 768px) {
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.table-container {
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overflow-x: scroll;
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}
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}
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</style>
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</head>
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<body class="min-h-screen">
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">外卖大战</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">从流量争夺到生态重构的行业变革分析</p>
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<div class="mt-6 flex justify-center space-x-2">
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<span class="badge badge-primary">行业洞察</span>
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<span class="badge badge-secondary">2025年7月</span>
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<span class="badge badge-accent">投资分析</span>
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</div>
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</div>
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<!-- 时间轴部分 -->
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<div class="card bg-base-100 shadow-xl mb-8 card-hover">
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<div class="card-body">
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<h2 class="card-title text-2xl mb-6 flex items-center">
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<i class="fas fa-history mr-3 text-blue-500"></i>
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概念事件时间轴
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</h2>
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<div class="relative pl-8">
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<div class="timeline-line"></div>
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<div class="space-y-6">
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<div class="timeline-dot">
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<h3 class="font-bold text-lg">2025年2月</h3>
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<p class="text-gray-700">京东外卖正式上线，以"0佣金+五险一金"切入市场，首月日均单量<strong>3万单</strong></p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-bold text-lg">2025年4月</h3>
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<p class="text-gray-700">美团跟进"千亿补贴"计划，饿了么联合淘宝闪购推出"百亿补贴"，奶茶咖啡品类成主战场（占订单量<strong>30-40%</strong>）</p>
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</div>
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<div class="timeline-dot">
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<h3 class="font-bold text-lg">2025年7月</h3>
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<ul class="list-disc pl-5 text-gray-700 space-y-2">
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<li><strong>7月2日</strong> 淘宝闪购宣布<strong>500亿元补贴</strong>（12个月周期）</li>
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<li><strong>7月5日</strong> 美团日订单峰值<strong>1.5亿单</strong>（含闪购），瑞幸、蜜雪冰城等品牌"爆单"</li>
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<li><strong>7月12日</strong> "0元购"活动引发社会争议，上海、福建等地市监局约谈平台，要求下线"零元购"并收缩补贴范围</li>
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<li><strong>7月23日</strong> 上海市场监管局明确将依据<strong>10月15日生效的《反不正当竞争法》</strong>加强监管</li>
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</ul>
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</div>
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<div class="timeline-dot">
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<h3 class="font-bold text-lg">2025年9月（预期）</h3>
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<p class="text-gray-700">京东计划加码补贴备战双11，拼多多、抖音或入局即时零售</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card bg-base-100 shadow-xl mb-8 card-hover">
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<div class="card-body">
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<h2 class="card-title text-2xl mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
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核心观点摘要
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</h2>
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<div class="space-y-4">
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<div class="alert alert-info">
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<div class="font-bold">阶段判断</div>
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<div>外卖大战已从<strong>流量争夺</strong>（补贴驱动）进入<strong>生态重构</strong>（供应链+技术+政策）阶段，短期补贴退坡后，<strong>即时零售渗透率</strong>和<strong>平台UE（单位经济模型）</strong>将成为核心验证指标。</div>
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</div>
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<div class="alert alert-success">
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<div class="font-bold">核心驱动力</div>
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<div>政策倒逼行业从"烧钱"转向"效率战"，<strong>骑手社保成本</strong>和<strong>绿色包装合规</strong>将加速中小商家出清，头部平台凭借规模和技术优势收割市场。</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 市场认知分析 -->
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<div class="grid grid-cols-1 md:grid-cols-3 gap-6 mb-8">
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body">
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<h3 class="card-title text-xl mb-4 flex items-center">
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<i class="fas fa-cogs mr-2 text-purple-500"></i>
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核心驱动力
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<strong>政策强制出清</strong>：监管明确反对"内卷式补贴"，《反不正当竞争法》修订后，<strong>恶性价格战</strong>可能面临<strong>单笔订单罚款</strong>
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<strong>成本拐点</strong>：骑手社保成本约<strong>20-30亿元/年</strong>，中小商家补贴分摊比例超<strong>50%</strong>，将加速行业集中度提升（当前CR2达<strong>92%</strong>）
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-check-circle text-green-500 mt-1 mr-2"></i>
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<div>
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<strong>技术降本</strong>：美团无人机单均成本<strong>降37%</strong>，京东机器人夜间履约成本<strong>降52%</strong>，技术红利对冲人力成本上升
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</div>
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</li>
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</ul>
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</div>
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</div>
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body">
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<h3 class="card-title text-xl mb-4 flex items-center">
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<i class="fas fa-fire mr-2 text-red-500"></i>
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市场热度与情绪
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</h3>
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<div class="space-y-4">
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<div>
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<h4 class="font-bold mb-2">新闻热度</h4>
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<p>7月"0元购"事件微博阅读量<strong>2.3亿</strong>，但监管约谈后负面情绪升温（<strong>#外卖内卷何时休#</strong>话题阅读1.1亿）</p>
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</div>
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<div>
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<h4 class="font-bold mb-2">研报分歧</h4>
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<div class="space-y-2">
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<div class="badge badge-success">乐观派</div>
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<p class="text-sm">花旗、申万认为补贴<strong>财务影响小于公告金额</strong>（500亿补贴中现金支出占比<30%）</p>
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<div class="badge badge-warning">谨慎派</div>
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<p class="text-sm">华创指出<strong>骑手成本</strong>和<strong>政策风险</strong>可能使美团2025年利润下修<strong>4-7个百分点</strong></p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body">
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<h3 class="card-title text-xl mb-4 flex items-center">
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<i class="fas fa-exclamation-triangle mr-2 text-amber-500"></i>
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预期差
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-arrow-right text-blue-500 mt-1 mr-2"></i>
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<div>
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<strong>市场忽略点</strong>：
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<ol class="list-decimal pl-5 mt-2 space-y-2">
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<li><strong>非餐饮订单</strong>占比提升（淘宝闪购非餐饮订单<strong>1300万单/日</strong>），可能稀释外卖主业利润</li>
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<li><strong>绿色包装成本</strong>：环保餐盒渗透率需从<strong>30%→65%</strong>，单均成本增加<strong>0.5-1元</strong>，中小商家难以转嫁</li>
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</ol>
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</div>
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</li>
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</ul>
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</div>
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</div>
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</div>
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<!-- 催化剂与未来发展路径 -->
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<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mb-8">
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body">
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<h3 class="card-title text-xl mb-4 flex items-center">
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<i class="fas fa-rocket mr-2 text-indigo-500"></i>
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近期催化剂（3-6个月）
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</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<i class="fas fa-calendar-alt text-blue-500 mt-1 mr-2"></i>
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<div>
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<strong>政策落地</strong>：10月《反不正当竞争法》细则出台，或明确<strong>补贴上限</strong>（如单均补贴≤20%客单价）
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-chart-line text-green-500 mt-1 mr-2"></i>
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<div>
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<strong>财报验证</strong>：美团Q3财报将首次披露<strong>骑手社保成本</strong>对UE的影响
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</div>
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</li>
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<li class="flex items-start">
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<i class="fas fa-users text-purple-500 mt-1 mr-2"></i>
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<div>
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<strong>新玩家入场</strong>：拼多多<strong>50亿元预算</strong>切入即时零售（8月），抖音"随心团"100%返佣政策效果待观察
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</div>
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</li>
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</ul>
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</div>
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</div>
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<div class="card bg-base-100 shadow-xl card-hover">
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<div class="card-body">
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<h3 class="card-title text-xl mb-4 flex items-center">
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<i class="fas fa-road mr-2 text-teal-500"></i>
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长期发展路径
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</h3>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-bold text-blue-600">2025-2026</div>
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<p>补贴退坡→中小商家出清→<strong>连锁化率提升</strong>（当前21%→30%）</p>
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</div>
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<div class="timeline-item">
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<div class="font-bold text-purple-600">2027-2030</div>
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<p>技术驱动盈利，<strong>无人机/机器人配送</strong>占比超<strong>20%</strong>，平台UE改善至<strong>0.5-1元/单</strong></p>
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</div>
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<div class="timeline-item">
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<div class="font-bold text-green-600">终局</div>
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<p>形成"<strong>美团（全品类）+阿里（电商导流）+京东（品质堂食）</strong>"三足鼎立，长尾平台退出</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司分析 -->
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<div class="card bg-base-100 shadow-xl mb-8 card-hover">
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<div class="card-body">
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<h2 class="card-title text-2xl mb-6 flex items-center">
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<i class="fas fa-sitemap mr-3 text-cyan-500"></i>
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产业链与核心公司分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-bold mb-4">产业链图谱</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-blue-50 p-4 rounded-lg">
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<h4 class="font-bold text-blue-700 mb-2">上游</h4>
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<p>包装材料（<strong>家联科技</strong>、<strong>南王科技</strong>）、食材供应链（<strong>佳禾食品</strong>、<strong>海融科技</strong>）</p>
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</div>
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<div class="bg-purple-50 p-4 rounded-lg">
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<h4 class="font-bold text-purple-700 mb-2">中游</h4>
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<p>平台（美团、饿了么、京东外卖）、第三方配送（<strong>顺丰同城</strong>）</p>
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</div>
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<div class="bg-green-50 p-4 rounded-lg">
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<h4 class="font-bold text-green-700 mb-2">下游</h4>
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<p>茶饮品牌（<strong>蜜雪集团</strong>、<strong>古茗</strong>）、餐饮连锁（<strong>百胜中国</strong>）</p>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-xl font-bold mb-4">核心玩家对比</h3>
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<div class="table-container">
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<table class="table w-full">
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<thead>
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<tr>
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<th>公司</th>
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<th>角色</th>
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<th>优势</th>
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<th>风险</th>
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<th>数据验证</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td class="font-bold">美团-W</td>
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<td>全品类龙头</td>
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<td><strong>骑手规模1000万</strong>、闪电仓3万个</td>
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<td>社保成本增加<strong>20亿/年</strong></td>
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<td>7月日订单<strong>1.5亿单</strong>（峰值）</td>
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</tr>
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<tr>
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<td class="font-bold">阿里（饿了么+淘宝闪购）</td>
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<td>电商导流</td>
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<td><strong>88VIP用户5500万</strong>、500亿补贴</td>
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<td>非餐饮订单稀释利润</td>
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<td>日订单<strong>8000万单</strong>（7月）</td>
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</tr>
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<tr>
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<td class="font-bold">京东</td>
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<td>品质外卖</td>
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<td><strong>0佣金+五险一金</strong>、3C供应链</td>
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<td>骑手成本<strong>7元/单</strong>（高于美团）</td>
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<td>日订单<strong>2500万单</strong>（6月）</td>
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</tr>
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<tr>
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<td class="font-bold">顺丰同城</td>
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<td>第三方配送</td>
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<td>承接平台溢出订单，<strong>净利润翻倍指引</strong></td>
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<td>依赖平台补贴持续性</td>
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<td>申万预测2025年PE<strong>15倍</strong></td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<!-- 风险与挑战 -->
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<div class="card bg-base-100 shadow-xl mb-8 card-hover">
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<div class="card-body">
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<h2 class="card-title text-2xl mb-6 flex items-center">
|
||
<i class="fas fa-shield-alt mr-3 text-red-500"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="alert alert-error">
|
||
<div class="font-bold">政策风险</div>
|
||
<div>若《反不正当竞争法》限制补贴力度，美团/阿里<strong>日订单或下滑20-30%</strong></div>
|
||
</div>
|
||
<div class="alert alert-warning">
|
||
<div class="font-bold">技术风险</div>
|
||
<div>无人机配送受限于<strong>空域管制</strong>（当前仅覆盖15城），规模化需2026年后</div>
|
||
</div>
|
||
<div class="alert alert-warning">
|
||
<div class="font-bold">竞争风险</div>
|
||
<div>拼多多<strong>50亿补贴</strong>可能冲击低线城市（美团下沉市场占比<strong>40%</strong>）</div>
|
||
</div>
|
||
<div class="alert alert-info">
|
||
<div class="font-bold">信息矛盾</div>
|
||
<div>京东宣称"未参与0元购"，但7月12日用户晒出<strong>0.01元奶茶订单</strong>（或为商家自发行为）</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 投资启示 -->
|
||
<div class="card bg-base-100 shadow-xl mb-8 card-hover">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-2xl mb-6 flex items-center">
|
||
<i class="fas fa-chart-pie mr-3 text-green-500"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
<div class="space-y-6">
|
||
<div class="bg-gradient-to-r from-blue-50 to-green-50 p-5 rounded-lg">
|
||
<h3 class="font-bold text-lg mb-3">阶段判断</h3>
|
||
<p>从<strong>主题炒作</strong>（补贴战）转向<strong>基本面验证</strong>（UE改善+政策合规），<strong>连锁化率提升</strong>和<strong>技术降本</strong>是长期主线。</p>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="badge badge-primary mr-3 mt-1">1</div>
|
||
<div>
|
||
<strong>平台端</strong>：美团（<strong>规模壁垒+技术降本</strong>）、阿里（<strong>电商导流+88VIP协同</strong>）
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="badge badge-primary mr-3 mt-1">2</div>
|
||
<div>
|
||
<strong>供应链</strong>：<strong>家联科技</strong>（环保包装龙头，政策强制受益）、<strong>顺丰同城</strong>（第三方配送弹性）
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="badge badge-primary mr-3 mt-1">3</div>
|
||
<div>
|
||
<strong>品牌端</strong>：<strong>蜜雪集团</strong>（外卖占比高，但需跟踪加盟商盈利稳定性）
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="font-bold text-lg mb-3">跟踪指标</h3>
|
||
<ul class="space-y-2">
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
<span><strong>美团Q3 UE</strong>（目标<strong>0.3元/单</strong>→<strong>0.5元/单</strong>）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
<span><strong>绿色包装渗透率</strong>（当前30%→政策要求65%）</span>
|
||
</li>
|
||
<li class="flex items-center">
|
||
<i class="fas fa-check-circle text-green-500 mr-2"></i>
|
||
<span><strong>拼多多即时零售日订单</strong>（若突破<strong>1000万单</strong>将加剧竞争）</span>
|
||
</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card bg-base-100 shadow-xl card-hover">
|
||
<div class="card-body">
|
||
<h2 class="card-title text-2xl mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-indigo-500"></i>
|
||
关联股票数据
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="table w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>项目</th>
|
||
<th>分类</th>
|
||
<th>关联原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr>
|
||
<td class="font-bold">天元股份</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">吉宏股份</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">富岭股份</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">家联科技</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">嘉澳环保</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">恒鑫生活</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">森林包装</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">松炀资源</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">合兴包装</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">方大新材</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">恒达新材</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">众鑫股份</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">南王科技</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">韶能股份</td>
|
||
<td>配送包装</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖包装材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">恒鑫生活</td>
|
||
<td>餐具</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖餐具供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">众鑫股份</td>
|
||
<td>餐具</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖餐具供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">佳禾食品</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖食品原材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">海融科技</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖食品原材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">光明乳业</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖食品原材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">皇氏集团</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖食品原材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">东贝集团</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-info">外卖耗材</span></td>
|
||
<td>涉及外卖食品原材料供应</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">好想你</td>
|
||
<td>参股</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城产业链相关投资</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">佳禾食品</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城原材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">海融科技</td>
|
||
<td>原材料</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城原材料供应商（未证实）</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">恒鑫生活</td>
|
||
<td>包装材料</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城包装材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">家联科技</td>
|
||
<td>包装材料</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城包装材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">南王科技</td>
|
||
<td>包装材料</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城包装材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">恒达新材</td>
|
||
<td>包装材料</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城包装材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">冰山冷热</td>
|
||
<td>设备</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城设备供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">东贝集团</td>
|
||
<td>设备</td>
|
||
<td><span class="badge badge-success">蜜雪冰城</span></td>
|
||
<td>蜜雪冰城设备供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">富岭股份</td>
|
||
<td>霸王茶姬</td>
|
||
<td><span class="badge badge-warning">霸王茶姬</span></td>
|
||
<td>霸王茶姬产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">恒鑫生活</td>
|
||
<td>霸王茶姬</td>
|
||
<td><span class="badge badge-warning">霸王茶姬</span></td>
|
||
<td>霸王茶姬产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">皇氏集团</td>
|
||
<td>霸王茶姬</td>
|
||
<td><span class="badge badge-warning">霸王茶姬</span></td>
|
||
<td>霸王茶姬产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">华宝股份</td>
|
||
<td>霸王茶姬</td>
|
||
<td><span class="badge badge-warning">霸王茶姬</span></td>
|
||
<td>霸王茶姬产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">中粮科技</td>
|
||
<td>霸王茶姬</td>
|
||
<td><span class="badge badge-warning">霸王茶姬</span></td>
|
||
<td>霸王茶姬产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">石基信息</td>
|
||
<td>特价酒店</td>
|
||
<td><span class="badge badge-secondary">特价酒店</span></td>
|
||
<td>酒店信息化服务供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">君亭酒店</td>
|
||
<td>特价酒店</td>
|
||
<td><span class="badge badge-secondary">特价酒店</span></td>
|
||
<td>酒店运营相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">华天酒店</td>
|
||
<td>特价酒店</td>
|
||
<td><span class="badge badge-secondary">特价酒店</span></td>
|
||
<td>酒店运营相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">锦江酒店</td>
|
||
<td>特价酒店</td>
|
||
<td><span class="badge badge-secondary">特价酒店</span></td>
|
||
<td>酒店运营相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">首旅酒店</td>
|
||
<td>特价酒店</td>
|
||
<td><span class="badge badge-secondary">特价酒店</span></td>
|
||
<td>酒店运营相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">分众传媒</td>
|
||
<td>广告投放</td>
|
||
<td><span class="badge badge-accent">广告投放</span></td>
|
||
<td>广告投放服务供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">巴比食品</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>餐饮产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">永辉超市</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">来伊份</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">良品铺子</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">新华都</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">三江购物</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">中百集团</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">老百姓</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>医药零售相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">益丰药房</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>医药零售相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">绝味食品</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>食品加工相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">煌上煌</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>食品加工相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">重庆啤酒</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>饮料生产相关</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="font-bold">ST易购</td>
|
||
<td>其他商家</td>
|
||
<td><span class="badge badge-outline">其他商家</span></td>
|
||
<td>零售产业链相关</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
||
// 添加页面滚动动画效果
|
||
document.addEventListener('DOMContentLoaded', function() {
|
||
const cards = document.querySelectorAll('.card-hover');
|
||
|
||
const observer = new IntersectionObserver((entries) => {
|
||
entries.forEach(entry => {
|
||
if (entry.isIntersecting) {
|
||
entry.target.style.opacity = '1';
|
||
entry.target.style.transform = 'translateY(0)';
|
||
}
|
||
});
|
||
}, {
|
||
threshold: 0.1
|
||
});
|
||
|
||
cards.forEach(card => {
|
||
card.style.opacity = '0';
|
||
card.style.transform = 'translateY(20px)';
|
||
card.style.transition = 'opacity 0.5s ease, transform 0.5s ease';
|
||
observer.observe(card);
|
||
});
|
||
});
|
||
</script>
|
||
</body>
|
||
</html>
|
||
``` |