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平台和自营模式UE对比(以24年美团闪购和叮咚买菜为例)
平台和自营模式UE对比(以24年美团闪购和叮咚买菜为例)
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所属报告:
互联网行业即时零售系列报告(一):竞争格局、平台博弈与巨头利润影响-250722(41页).pdf
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2025年换季场景下,年轻消费者在美团闪购下单了
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行业数据
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图15美团闪购日均订单量预测 (万单) 报
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自研数据
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图15美团闪购日均订单量预测 (万单) 报
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自研数据
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表“胖改”首店郑州信万购,多多买菜、美团优选、店,2024年计划开•2025.4,淘宝天猫旗下即时零售业务“小时达”升级为
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美团闪购日均订单量预测(万单)
fCDlubTku70gICB8IOaXpeWdh+iuouWNlemHj++8iOS4h+WNle+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDI0ICAgfCA5NTcgICAgICAgICAgICAgICAgfAp8IDIwMjVFICB8IDEzODggICAgICAgICAgICAgICB8CnwgMjAyNkUgIHwgMTg3MyAgICAgICAgICAgICAgIHwKfCAyMDI3RSAgfCAyMzQyICAgICAgICAgICAgICAgfAp8IDIwMjhFICB8IDI2OTMgICAgICAgICAgICAgICB8CnwgMjAyOUUgIHwgMjk2MiAgICAgICAgICAgICAgIHwKfCAyMDMwRSAgfCAzMTEwICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5Zu95L+h6K+B5Yi477yM5LiJ5Liq55qu5Yyg5oql5ZGK572R56CU56m257uY5Yi2
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行业数据
2025-09-12
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美团闪购日均订单量预测(万单)
fCDlubTku70gICB8IOaXpeWdh+iuouWNlemHj++8iOS4h+WNle+8iSB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDI0ICAgfCA5NTcgICAgICAgICAgICAgICAgfAp8IDIwMjVFICB8IDEzODggICAgICAgICAgICAgICB8CnwgMjAyNkUgIHwgMTg3MyAgICAgICAgICAgICAgIHwKfCAyMDI3RSAgfCAyMzQyICAgICAgICAgICAgICAgfAp8IDIwMjhFICB8IDI2OTMgICAgICAgICAgICAgICB8CnwgMjAyOUUgIHwgMjk2MiAgICAgICAgICAgICAgIHwKfCAyMDMwRSAgfCAzMTEwICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya5Zu95L+h6K+B5Yi477yM5LiJ5Liq55qu5Yyg5oql5ZGK572R56CU56m257uY5Yi2
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行业数据
2025-09-12
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即时零售平台型入口酒水(分别为美团闪购/淘宝闪购/京东秒送)
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行业数据
2025-08-04
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2024年华润雪花成为美团闪购啤酒品类首个破10亿品牌
fCDmlbDmja4gfCDmj4/ov7AgfAp8LS0tfC0tLXwKfCAyMDI05bm05Y2O5ram5ZWk6YWS5Y2z5pe26Zu25ZSu5rig6YGT5pS25YWl5Y2g57q/5LiK5pS25YWl55m+5YiG5q+UIHwgNDAlIHwKfCDljY7mtqbpm6roirHllaTphZLlnKjnvo7lm6Lpl6rotK3lubPlj7DnmoRHTVYgfCAxMOS6vyB8Cnwg5YWo6YePR01W5ZCM5q+U5aKe6ZW/IHwgNjElIHwKfCDlpKfpq5jplIDlkIzmr5Tlop7plb8gfCA5OCUgfAp8IOWkp+mrmOmUgOmUgOWUruWNoOavlCB8IDQ1JSB8Cnwg6YeN54K55Lqn5ZOB56qB56C05aKe6ZW/546HIHwgMTg2JSwgNTQlLCAxMTElLCAxMTQlLCA0MSUgfAoK6LWE5paZ5p2l5rqQ77ya6Zuq6Iqx5ZWk6YWS6auY56uv57O75YiX5YWs5LyX5Y+377yM5Zu95L+h6K+B5Yi457uP5rWO56CU56m25omA5pW055CG
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行业数据
2025-08-04
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美团闪购占据平台型即时零售市场份额64%
fCDlubPlj7DlnovljbPml7bpm7bllK7luILlnLrku73pop3vvIgyMDI077yJIHwg5Y2g5q+UICB8CnwgLS0tIHwgLS0tIHwKfCDnvo7lm6Lpl6rotK0gfCA2NCUgIHwKfCDkuqzkuJzliLDlrrYgfCAyMCUgIHwKfCDppb/kuobkuYjpnZ7ppJAgfCAxNiUgIHwKCui1hOaWmeadpea6kO+8muWFrOWPuOWFrOWRiuOAgeiNieagueiwg+eglO+8jOS4reazsOivgeWIuOeglOeptuaJgA==
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2025-07-01
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美团:外卖+闪购订单量及同比增速
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行业数据
2025-06-13
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Apple授权专营店与美团闪购合作增速(家)
fCDlubTku70gfCDmlbDph4/vvIjlrrbvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS18CnwgMjAyMSB8IDUwMCAgICAgIHwKfCAyMDIyIHwgMTAwMCAgICAgfAp8IDIwMjMgfCA1MDAwICAgICB8CnwgMjAyNCB8IDcwMDAgICAgIHwKCui1hOaWmeadpea6kO+8mjM25rCq5pyq5p2l5raI6LS577yM6Im+55Ge5ZKo6K+i77yM5pa55q2j6K+B5Yi456CU56m25omA
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行业数据
2025-06-10
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行业数据
2025-06-10
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互联网行业即时零售系列报告(一):竞争格局、平台博弈与巨头利润影响-250722(41页).pdf
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