492 lines
34 KiB
HTML
492 lines
34 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="synthwave">
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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=1.0">
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<title>深度行研：外卖大战</title>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.12.2/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script src="https://cdn.tailwindcss.com"></script>
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Manrope:wght@300;400;500;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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body {
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font-family: 'Manrope', sans-serif;
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background-color: #0d0c22;
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background-image:
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radial-gradient(ellipse 80% 80% at 50% -20%, rgba(120, 119, 198, 0.3), rgba(255, 255, 255, 0));
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color: #e0e0e0;
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}
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.font-display {
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font-family: 'Space Grotesk', sans-serif;
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}
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.glass-card {
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background: rgba(22, 21, 46, 0.3);
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backdrop-filter: blur(20px);
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-webkit-backdrop-filter: blur(20px);
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border: 1px solid rgba(120, 119, 198, 0.2);
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border-radius: 2rem;
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box-shadow: 0 8px 32px 0 rgba(0, 0, 0, 0.37);
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}
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.glow-text {
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text-shadow: 0 0 8px rgba(120, 119, 198, 0.8), 0 0 20px rgba(120, 119, 198, 0.5);
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}
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.section-title {
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@apply font-display text-2xl md:text-3xl font-bold text-primary mb-6 glow-text;
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}
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.echarts-container {
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width: 100%;
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height: 400px;
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}
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.timeline-item .timeline-start, .timeline-item .timeline-end {
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@apply w-auto md:w-52;
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}
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</style>
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</head>
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<body class="antialiased">
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<div class="container mx-auto p-4 md:p-8">
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<!-- Header -->
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<header class="text-center py-12">
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<h1 class="font-display text-5xl md:text-7xl font-bold text-primary-content glow-text animate-pulse">外卖大战</h1>
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<p class="mt-4 text-lg text-neutral-content/70">一场围绕本地生活入口的战略代理人战争</p>
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</header>
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<main class="space-y-12">
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<!-- Insight & Core Logic -->
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<section class="glass-card p-8">
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<h2 class="section-title">0. 概念事件与核心逻辑</h2>
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<div class="space-y-4 text-neutral-content/90">
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<p><strong class="text-primary-focus">核心定性：</strong>“外卖大战”并非单纯的餐饮配送竞争，而是一场由互联网巨头发起的，围绕<strong class="text-secondary">本地生活服务流量入口</strong>和<strong class="text-secondary">即时零售市场主导权</strong>的战略性代理人战争。其核心目标是通过高频、刚需的外卖服务，抢占用户心智与使用时长，最终导向规模远超外卖本身的<strong class="text-accent text-xl">50万亿</strong>电商及本地生活服务市场。</p>
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<p><strong class="text-primary-focus">背景与催化：</strong>随着线上流量红利见顶，存量用户的争夺进入白热化。外卖作为日活最高频的应用场景之一，成为巨头们激活存量、交叉引流的完美“钩子”。此次大战的直接催化剂是新玩家<strong class="text-info">京东</strong>的高调入局和<strong class="text-info">阿里巴巴</strong>战略升级，将饿了么与淘宝闪购深度捆绑，意图挑战<strong class="text-info">美团</strong>的腹地。</p>
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<p><strong class="text-primary-focus">根本逻辑：高频打低频的流量战略。</strong>该概念的根本逻辑并非争夺<strong class="text-accent">1.5万亿</strong>的外卖市场本身，而是将其作为获取用户的“成本中心”，用以撬动万亿级的即时零售市场。路演数据显示，阿里外卖业务的核心目标是提升淘宝主站的DAU/MAU，验证“高频消费带动低频”的逻辑。美团CEO王兴虽反对“内卷”，但其“不惜一切代价”的应战姿态，也印证了外卖业务作为其本地生活服务帝国基石的战略重要性，不容有失。</p>
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</div>
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</section>
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<!-- Bento Grid: Stats & Key Players -->
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<div class="grid md:grid-cols-3 gap-8">
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<!-- Key Stats -->
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<div class="md:col-span-1 glass-card p-8 flex flex-col justify-center">
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<h2 class="section-title">关键数据</h2>
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<div class="stats stats-vertical bg-transparent">
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<div class="stat">
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<div class="stat-title text-neutral-content/70">市场峰值日单量</div>
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<div class="stat-value text-accent">2.5亿+</div>
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<div class="stat-desc">战前约1亿单</div>
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</div>
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<div class="stat">
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<div class="stat-title text-neutral-content/70">阿里年度补贴</div>
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<div class="stat-value text-secondary">500亿元</div>
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<div class="stat-desc">淘宝闪购宣布</div>
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</div>
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<div class="stat">
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<div class="stat-title text-neutral-content/70">美团Q2营销费用率</div>
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<div class="stat-value text-warning">环比+6.5%</div>
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<div class="stat-desc">单均UE由盈转亏</div>
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</div>
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<div class="stat">
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<div class="stat-title text-neutral-content/70">市值影响</div>
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<div class="stat-value text-error">蒸发超千亿</div>
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<div class="stat-desc">4天内，京东美团合计</div>
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</div>
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</div>
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</div>
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<!-- Key Players -->
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<div class="md:col-span-2 glass-card p-8">
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<h2 class="section-title">核心参战方动态</h2>
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<div class="space-y-6">
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<!-- Alibaba -->
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<div>
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<div class="flex items-center gap-4">
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<div class="avatar">
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<div class="w-12 h-12 rounded-full bg-orange-500 flex items-center justify-center font-bold text-white">淘</div>
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</div>
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<h3 class="font-display text-2xl font-bold text-orange-400">阿里巴巴 (淘宝闪购 & 饿了么)</h3>
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</div>
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<p class="mt-2 text-neutral-content/80">
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<strong class="text-secondary">逻辑：生态协同，战略进攻。</strong> 目标非争夺外卖龙头，而是构建C端流量入口，为淘宝主站引流。
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</p>
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<div class="mt-3 flex flex-wrap gap-2">
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<div class="badge badge-lg badge-secondary">500亿年度补贴</div>
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<div class="badge badge-lg badge-outline badge-secondary">Q3预计亏损200亿</div>
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<div class="badge badge-lg badge-outline badge-info">日订单破8000万</div>
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<div class="badge badge-lg badge-outline badge-info">绑定88VIP会员</div>
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</div>
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</div>
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<!-- Meituan -->
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<div>
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<div class="flex items-center gap-4">
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<div class="avatar">
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<div class="w-12 h-12 rounded-full bg-yellow-400 flex items-center justify-center font-bold text-black">美</div>
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</div>
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<h3 class="font-display text-2xl font-bold text-yellow-300">美团 (防御者)</h3>
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</div>
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<p class="mt-2 text-neutral-content/80">
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<strong class="text-secondary">逻辑：捍卫基本盘。</strong> 外卖是其本地生活帝国的基石，不容有失，采取“不惜一切代价”的防御策略。
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</p>
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<div class="mt-3 flex flex-wrap gap-2">
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<div class="badge badge-lg badge-warning">“战一夏，定乾坤”</div>
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<div class="badge badge-lg badge-outline badge-warning">日订单破1.5亿</div>
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<div class="badge badge-lg badge-outline badge-error">单均UE < 1元</div>
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<div class="badge badge-lg badge-outline badge-info">聚焦高价值用户</div>
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</div>
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</div>
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<!-- JD -->
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<div>
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<div class="flex items-center gap-4">
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<div class="avatar">
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<div class="w-12 h-12 rounded-full bg-red-500 flex items-center justify-center font-bold text-white">京</div>
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</div>
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<h3 class="font-display text-2xl font-bold text-red-400">京东 (挑战者)</h3>
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</div>
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<p class="mt-2 text-neutral-content/80">
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<strong class="text-secondary">逻辑：高调入局，模式探索。</strong> 初期通过高额补贴快速抢占市场，同时探索“七鲜小厨”等自营供应链模式。
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</p>
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<div class="mt-3 flex flex-wrap gap-2">
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<div class="badge badge-lg badge-error">百亿补贴</div>
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<div class="badge badge-lg badge-outline badge-error">反对“恶性内卷”</div>
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<div class="badge badge-lg badge-outline badge-info">“七鲜小厨”自营</div>
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<div class="badge badge-lg badge-outline badge-success">关注骑手五险一金</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>
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<!-- Timeline -->
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<section class="glass-card p-8">
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<h2 class="section-title">关键时间轴</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical">
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<li>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-primary"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2025年Q1</time>
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<div class="text-lg font-black text-primary-focus">战略筹备</div>
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京东进行战略筹备，2月路演透露全年预算10-20亿元，目标相对保守。
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</div>
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<hr class="bg-primary"/>
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</li>
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<li>
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<hr class="bg-primary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-secondary"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2025年4月</time>
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<div class="text-lg font-black text-secondary-focus">战事打响</div>
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京东外卖正式发力，与美团展开初步补贴战，双方市值4天内蒸发超千亿港元。
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</div>
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<hr class="bg-secondary"/>
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</li>
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<li>
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<hr class="bg-secondary"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-warning"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2025年5月13日</time>
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<div class="text-lg font-black text-warning-focus">监管介入</div>
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市场监管总局约谈三大平台，要求理性竞争，大战一度降温，“0元购”被下线。
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</div>
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<hr class="bg-warning"/>
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</li>
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<li>
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<hr class="bg-warning"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-accent"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2025年7月2日</time>
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<div class="text-lg font-black text-accent-focus">战火重燃升级</div>
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淘宝闪购宣布启动500亿元年度补贴计划，竞争焦点扩大至即时零售全品类。
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</div>
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<hr class="bg-accent"/>
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</li>
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<li>
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<hr class="bg-accent"/>
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<div class="timeline-middle">
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<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5 text-error"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.06 0l4.001-5.497z" clip-rule="evenodd" /></svg>
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</div>
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<div class="timeline-start md:text-end">
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<time class="font-mono italic">2025年8月后</time>
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<div class="text-lg font-black text-error-focus">策略分化</div>
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恶性补贴减少。美团转向精准补贴，阿里持续冲量引流，拼多多携50亿预算入局成为新变量。
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</div>
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</li>
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</ul>
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</section>
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<!-- Chart -->
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<section class="glass-card p-8">
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<h2 class="section-title">市场单量变化模拟</h2>
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<div id="orderVolumeChart" class="echarts-container"></div>
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</section>
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<!-- Market Impact -->
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<section class="glass-card p-8">
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<h2 class="section-title">多方市场影响</h2>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-6">
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<div class="p-6 border border-success/30 rounded-2xl">
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<h3 class="font-display text-xl font-bold text-success">消费者</h3>
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<p class="mt-2 text-sm text-neutral-content/80"><strong class="text-success-content">短期得利：</strong>享受“0元购”、“薅羊毛”等补贴红利。</p>
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<p class="mt-1 text-sm text-neutral-content/80"><strong class="text-warning">长期隐忧：</strong>易形成价格依赖，补贴结束后或面临涨价。
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</p>
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</div>
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<div class="p-6 border border-warning/30 rounded-2xl">
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<h3 class="font-display text-xl font-bold text-warning">商家 (尤其新茶饮)</h3>
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<p class="mt-2 text-sm text-neutral-content/80"><strong class="text-success">订单激增：</strong>蜜雪、古茗等同店增长超20%，销量暴涨。</p>
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<p class="mt-1 text-sm text-neutral-content/80"><strong class="text-error">增收不增利：</strong>客单利润摊薄，加盟商需分摊补贴成本。
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</p>
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</div>
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<div class="p-6 border border-info/30 rounded-2xl">
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<h3 class="font-display text-xl font-bold text-info">骑手</h3>
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<p class="mt-2 text-sm text-neutral-content/80"><strong class="text-success">收入增加：</strong>订单量激增，部分骑手单日赚上千元。</p>
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<p class="mt-1 text-sm text-neutral-content/80"><strong class="text-warning">压力增大：</strong>疲于奔命，影响配送服务质量与安全。
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</p>
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</div>
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<div class="p-6 border border-secondary/30 rounded-2xl">
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<h3 class="font-display text-xl font-bold text-secondary">第三方物流 (如顺丰同城)</h3>
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<p class="mt-2 text-sm text-neutral-content/80"><strong class="text-success">订单利好：</strong>承接更多外溢订单，DAU增长13%。</p>
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<p class="mt-1 text-sm text-neutral-content/80"><strong class="text-info">成本独立：</strong>不承担商流补贴，按单收取配送费。</p>
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</div>
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</div>
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</section>
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<!-- Future Outlook & Risks -->
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<div class="grid md:grid-cols-2 gap-8">
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<div class="glass-card p-8">
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<h2 class="section-title">未来催化剂与发展路径</h2>
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<ul class="space-y-3 list-disc list-inside text-neutral-content/90">
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<li><strong class="text-accent">拼多多正式入局：</strong>路演显示其计划8月携50亿预算进入，将成最大变量。</li>
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<li><strong class="text-accent">平台Q3财报：</strong>将量化大战对利润的侵蚀程度，或引发战略重评。</li>
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<li><strong class="text-accent">双十一大促：</strong>外卖与即时零售结合的下一个关键战场。</li>
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<li><strong class="text-accent">监管政策细化：</strong>骑手权益、反不正当竞争等新规将改变成本结构。</li>
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<li><strong class="text-info">长期路径：</strong>从补贴战转向<strong class="text-secondary">效率战</strong>（供应链、履约），从餐饮外卖到<strong class="text-secondary">万物到家</strong>，深化生态协同能力。</li>
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</ul>
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</div>
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<div class="glass-card p-8">
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<h2 class="section-title">潜在风险与挑战</h2>
|
||
<ul class="space-y-3 list-disc list-inside text-neutral-content/90">
|
||
<li><strong class="text-error">资本可持续性：</strong>“烧钱”模式能持续多久是未知数，补贴退坡后用户留存是严峻考验。</li>
|
||
<li><strong class="text-error">盈利模型破坏：</strong>大战可能永久性拉低行业盈利预期，美团稳态UE已被下修。</li>
|
||
<li><strong class="text-error">监管风险：</strong>反垄断及骑手“五险一金”等政策是悬顶之剑，可能颠覆现有成本结构。</li>
|
||
<li><strong class="text-error">竞争恶化风险：</strong>拼多多的入局可能开启新一轮更“极致”的价格战。</li>
|
||
<li><strong class="text-warning">信息交叉验证风险：</strong>平台官方表态（反对内卷）与实际行动（巨额补贴）存在矛盾，需审慎看待。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- Case Study: Rise Analysis -->
|
||
<section class="glass-card p-8">
|
||
<h2 class="section-title">案例分析：市场异动股深度解读</h2>
|
||
<div class="join join-vertical w-full">
|
||
<div class="collapse collapse-arrow join-item border border-base-300/50 bg-base-100/10">
|
||
<input type="radio" name="rise-analysis-accordion" checked="checked" />
|
||
<div class="collapse-title text-xl font-medium font-display text-primary-focus">
|
||
海正生材 (688203) - 概念与政策双轮驱动
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose max-w-none text-neutral-content/80">
|
||
<p><strong>核心结论：</strong>2025-07-07上涨9.78%，是多重因素共同作用的结果。</p>
|
||
<ul>
|
||
<li><strong>概念驱动：</strong>同时拥有<strong>3D打印</strong>和<strong>降解塑料</strong>两大热门概念。外卖大战带火奶茶PLA吸管、餐具需求，直接利好公司业务。</li>
|
||
<li><strong>政策利好：</strong>海南自贸港加工增值免关税政策的推进可能对公司业务产生积极影响。</li>
|
||
<li><strong>行业景气：</strong>降解材料和3D打印行业均处于增长期，暑假消费旺季带动相关需求。</li>
|
||
<li><strong>资金推动：</strong>作为小盘股，容易受到资金关注，融资数据显示资金开始回流。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="collapse collapse-arrow join-item border border-base-300/50 bg-base-100/10">
|
||
<input type="radio" name="rise-analysis-accordion" />
|
||
<div class="collapse-title text-xl font-medium font-display text-primary-focus">
|
||
新日股份 (603787) - “钠电外卖车”政策与订单双落地
|
||
</div>
|
||
<div class="collapse-content">
|
||
<div class="prose max-w-none text-neutral-content/80">
|
||
<p><strong>核心结论：</strong>“钠电外卖车”政策订单双落地，形成“政策补贴→目录放量→B端大单”完整闭环，引爆涨停。</p>
|
||
<ul>
|
||
<li><strong>消息面：</strong>公司官宣钠离子电池“风雅”系列已批量交付美团；工信部目录新增3款钠离子车型，取得合规销售资质。</li>
|
||
<li><strong>政策补贴：</strong>新增车型可享北京上海600元/辆骑手补贴，对应潜在增量约21.6万辆，新增收入9.4亿元。</li>
|
||
<li><strong>卡位优势：</strong>年内8款钠电车进目录，行业第一，充分享受政策红利。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Related Stocks Table -->
|
||
<section class="glass-card p-8">
|
||
<h2 class="section-title">产业链核心标的</h2>
|
||
<p class="mb-6 text-neutral-content/80">最具投资价值的细分环节为确定性最高、风险最低的<strong class="text-secondary">上游“军火商”（外卖包装与原材料）</strong>，以及作为中立基础设施的<strong class="text-secondary">第三方即时配送服务商</strong>。</p>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-zebra bg-transparent">
|
||
<thead class="text-base text-neutral-content/90 font-display">
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>其他标签</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="text-neutral-content/80">
|
||
<tr><td>天元股份</td><td><a href="https://valuefrontier.cn/company?scode=003003" target="_blank" class="link link-hover link-primary">003003</a></td><td>配送包装</td><td>外卖耗材</td></tr>
|
||
<tr><td>吉宏股份</td><td><a href="https://valuefrontier.cn/company?scode=002803" target="_blank" class="link link-hover link-primary">002803</a></td><td>配送包装</td><td>外卖耗材</td></tr>
|
||
<tr><td>富岭股份</td><td><a href="https://valuefrontier.cn/company?scode=001356" target="_blank" class="link link-hover link-primary">001356</a></td><td>配送包装, 霸王茶姬</td><td>外卖耗材, 霸王茶姬</td></tr>
|
||
<tr><td>家联科技</td><td><a href="https://valuefrontier.cn/company?scode=301193" target="_blank" class="link link-hover link-primary">301193</a></td><td>配送包装, 包装材料</td><td>外卖耗材, 蜜雪冰城</td></tr>
|
||
<tr><td>嘉澳环保</td><td><a href="https://valuefrontier.cn/company?scode=603822" target="_blank" class="link link-hover link-primary">603822</a></td><td>配送包装</td><td>外卖耗材</td></tr>
|
||
<tr><td>恒鑫生活</td><td><a href="https://valuefrontier.cn/company?scode=301501" target="_blank" class="link link-hover link-primary">301501</a></td><td>配送包装, 餐具, 包装材料, 霸王茶姬</td><td>外卖耗材, 蜜雪冰城, 霸王茶姬</td></tr>
|
||
<tr><td>森林包装</td><td><a href="https://valuefrontier.cn/company?scode=605500" target="_blank" class="link link-hover link-primary">605500</a></td><td>配送包装</td><td>外卖耗材</td></tr>
|
||
<tr><td>恒达新材</td><td><a href="https://valuefrontier.cn/company?scode=301469" target="_blank" class="link link-hover link-primary">301469</a></td><td>配送包装, 包装材料</td><td>外卖耗材, 蜜雪冰城</td></tr>
|
||
<tr><td>众鑫股份</td><td><a href="https://valuefrontier.cn/company?scode=603091" target="_blank" class="link link-hover link-primary">603091</a></td><td>配送包装, 餐具</td><td>外卖耗材</td></tr>
|
||
<tr><td>南王科技</td><td><a href="https://valuefrontier.cn/company?scode=301355" target="_blank" class="link link-hover link-primary">301355</a></td><td>配送包装, 包装材料</td><td>外卖耗材, 蜜雪冰城</td></tr>
|
||
<tr><td>佳禾食品</td><td><a href="https://valuefrontier.cn/company?scode=605300" target="_blank" class="link link-hover link-primary">605300</a></td><td>原材料</td><td>外卖耗材, 蜜雪冰城</td></tr>
|
||
<tr><td>皇氏集团</td><td><a href="https://valuefrontier.cn/company?scode=002329" target="_blank" class="link link-hover link-primary">002329</a></td><td>原材料, 霸王茶姬</td><td>外卖耗材, 霸王茶姬</td></tr>
|
||
<tr><td>东贝集团</td><td><a href="https://valuefrontier.cn/company?scode=601956" target="_blank" class="link link-hover link-primary">601956</a></td><td>原材料, 设备</td><td>外卖耗材, 蜜雪冰城</td></tr>
|
||
<tr><td>好想你</td><td><a href="https://valuefrontier.cn/company?scode=002582" target="_blank" class="link link-hover link-primary">002582</a></td><td>参股</td><td>蜜雪冰城</td></tr>
|
||
<tr><td>分众传媒</td><td><a href="https://valuefrontier.cn/company?scode=002027" target="_blank" class="link link-hover link-primary">002027</a></td><td>广告投放</td><td>广告投放</td></tr>
|
||
<tr><td>巴比食品</td><td><a href="https://valuefrontier.cn/company?scode=605338" target="_blank" class="link link-hover link-primary">605338</a></td><td>其他商家</td><td>其他商家</td></tr>
|
||
<tr><td>永辉超市</td><td><a href="https://valuefrontier.cn/company?scode=601933" target="_blank" class="link link-hover link-primary">601933</a></td><td>其他商家</td><td>其他商家</td></tr>
|
||
<tr><td>三江购物</td><td><a href="https://valuefrontier.cn/company?scode=601116" target="_blank" class="link link-hover link-primary">601116</a></td><td>其他商家</td><td>其他商家</td></tr>
|
||
<tr><td>绝味食品</td><td>-</td><td>其他商家</td><td>其他商家</td></tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
|
||
<!-- Footer -->
|
||
<footer class="text-center py-8 mt-12">
|
||
<p class="text-sm text-neutral-content/50">北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
|
||
<p class="text-xs text-neutral-content/40 mt-1">本报告为AI合成数据，投资需谨慎。</p>
|
||
</footer>
|
||
|
||
</div>
|
||
|
||
<script>
|
||
document.addEventListener('DOMContentLoaded', function () {
|
||
var chartDom = document.getElementById('orderVolumeChart');
|
||
var myChart = echarts.init(chartDom);
|
||
var option;
|
||
|
||
option = {
|
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backgroundColor: 'transparent',
|
||
tooltip: {
|
||
trigger: 'axis',
|
||
axisPointer: {
|
||
type: 'shadow'
|
||
},
|
||
backgroundColor: 'rgba(22, 21, 46, 0.8)',
|
||
borderColor: 'rgba(120, 119, 198, 0.5)',
|
||
textStyle: {
|
||
color: '#e0e0e0'
|
||
}
|
||
},
|
||
legend: {
|
||
data: ['美团', '阿里', '京东及其他'],
|
||
textStyle: {
|
||
color: '#ccc'
|
||
},
|
||
top: '5%'
|
||
},
|
||
grid: {
|
||
left: '3%',
|
||
right: '4%',
|
||
bottom: '3%',
|
||
containLabel: true
|
||
},
|
||
xAxis: {
|
||
type: 'category',
|
||
data: ['大战前 (日均)', '补贴高峰 (日均)', '监管后 (日均)'],
|
||
axisLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255,255,255,0.3)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
yAxis: {
|
||
type: 'value',
|
||
name: '日订单量 (万单)',
|
||
nameTextStyle: {
|
||
color: '#ccc'
|
||
},
|
||
axisLine: {
|
||
show: true,
|
||
lineStyle: {
|
||
color: 'rgba(255,255,255,0.3)'
|
||
}
|
||
},
|
||
splitLine: {
|
||
lineStyle: {
|
||
color: 'rgba(255,255,255,0.1)'
|
||
}
|
||
},
|
||
axisLabel: {
|
||
color: '#ccc'
|
||
}
|
||
},
|
||
series: [
|
||
{
|
||
name: '美团',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
label: {
|
||
show: true,
|
||
position: 'inside',
|
||
formatter: '{c}'
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [6800, 15000, 15000],
|
||
itemStyle: { color: '#facc15' } // yellow-400
|
||
},
|
||
{
|
||
name: '阿里',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
label: {
|
||
show: true,
|
||
position: 'inside',
|
||
formatter: '{c}'
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [3200, 8400, 8000],
|
||
itemStyle: { color: '#fb923c' } // orange-400
|
||
},
|
||
{
|
||
name: '京东及其他',
|
||
type: 'bar',
|
||
stack: 'total',
|
||
label: {
|
||
show: true,
|
||
position: 'inside',
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||
formatter: '{c}'
|
||
},
|
||
emphasis: {
|
||
focus: 'series'
|
||
},
|
||
data: [0, 2500, 1500],
|
||
itemStyle: { color: '#f87171' } // red-400
|
||
}
|
||
]
|
||
};
|
||
|
||
myChart.setOption(option);
|
||
window.addEventListener('resize', myChart.resize);
|
||
});
|
||
</script>
|
||
</body>
|
||
</html> |