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瑞幸咖啡美国第六大道店距星巴克不足100米
瑞幸咖啡美国第六大道店距星巴克不足100米
行业数据
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所属报告：
【华源证券】数字化基石打开咖啡消费天花板-251117（30页）.pdf
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LCD市场TCL整体进店数量为三星的30%，各价位段均有主销款，价格有一定优势（单位：寸）
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2024-07-24
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MiniLED市场TCL整体进店数量高于三星，MQ80性价比优势明显进入绝大部分线下门店（单位：寸）
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其它
2024-07-24
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LCD市场海信整体进店数量为三星的22%，主要销售型号1款（三星5款），价格优势相对明显（单位：寸）
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其它
2024-07-24
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MiniLED市场海信整体进店数量为三星的43%，主要销售型号1款（三星2款），售价较三星热销型号低
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其它
2024-07-24
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QLED市场海信整体进店数量为三星的21%，主要销售型号1款（三星7款），售价较三星热销型号低0~30%
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其它
2024-07-24
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公司旗下高星直营店餐饮收入占比接近50%
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行业数据
2022-04-24
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星趣控离焦镜片线下销售端主要为眼镜店与医院
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行业数据
2022-02-21
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图2鸿星尔克官方旗舰店销售量（件）和销售额（元）
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行业数据
2021-12-22
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鸿星尔克天猫旗舰店7月22-24日销售额高
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行业数据
2021-08-26
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鸿星尔克天猫旗舰店7月22-24日销售额高增
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行业数据
2021-08-13
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图表16小间距在商场专卖店的应用
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行业数据
2021-08-05
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个人云通过星链友店共享给消费者带来个性化购物体验
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行业数据
2021-07-19
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图表472020前十床垫天猫旗舰店综合体验评星情况
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行业数据
2021-06-21
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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2026-07-30
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2026-07-30
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我们认为，瑞幸长期积累的差异化产品研发能力、数字化运营能力及快取模式为其品牌出海核心势能。复盘瑞幸咖啡快速发展到变革重塑再到涅槃重生的整个历程，数据驱动+数字化运营为瑞幸重振旗鼓的关键，同时强数字化能力及高供应链效率也为企业建立起竞争壁垒。展望未来，我们认为瑞幸出海的潜在机会并非依赖极致低价和快速扩张，而是通过数字化能力推动本地化产品创新，从而构建与其他咖啡品牌的差异化定价的能力。
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【华源证券】数字化基石打开咖啡消费天花板-251117（30页）.pdf
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