售后完备的独立站分析工具与最新商业动态：谷歌SEO、TikTok禁令及美团治理
物流供应链最新动态
No.1 多多买菜携手顺丰同城"上新"到家服务
近日，主打隔日自提的多多买菜与顺丰同城展开合作，在上海地区"上新"了"送货上门"服务。此次多多买菜通过引入第三方即时配送，实现了从"隔日达+自提"到"隔日达+送货上门"的服务升级。
Latest Logistics Supply Chain Updates
No.1 Duoduo Grocery Teams Up with SF City Delivery to Launch Home Delivery Service
Recently, Duoduo Grocery, known for its next-day pickup service, has partnered with SF City Delivery to launch a "door-to-door delivery" service in Shanghai. By introducing third-party instant delivery, Duoduo Grocery has upgraded its service from "next-day delivery + pickup" to "next-day delivery + door-to-door delivery".
点评：在即时配送的布局方面，生鲜电商行业目前呈现出相似的发展态势。山姆、盒马等平台早已在运营策略中凸显出了即时配送的重要性。这次携手顺丰，多多买菜在保持其原本低价优势的同时，有望拓展其用户群体。
Commentary: In terms of instant delivery deployment, the fresh food e-commerce industry is currently showing similar development trends. Platforms like Sam's Club and Hema have long emphasized the importance of instant delivery in their operational strategies. By partnering with SF, Duoduo Grocery can maintain its original low-price advantage while potentially expanding its user base.
创新创投领域
No.1 小菜园启动招股，预计12月20日港股上市
12月12日，小菜园发布公告称，公司自12月12日至12月17日招股，拟全球发售1.01亿股股份。其中，中国香港发售1011.84万股，国际发售9106.24万股，另有15%超额配售权。每股发售价为8.50港元，预期将于12月20日开始在香港联交所买卖。
Innovation and Venture Capital
No.1 Xiaocaiyuan Launches IPO, Expected to List on HKEX on December 20
On December 12, Xiaocaiyuan announced that the company will conduct a global offering of 101 million shares from December 12 to December 17. The offering includes 10.1184 million shares in Hong Kong and 91.0624 million shares internationally, with an additional 15% over-allotment option. The issue price is set at HK$8.50 per share, and trading is expected to begin on the Hong Kong Stock Exchange on December 20.
点评：弗若斯特沙利文的数据显示，按截至2023年门店收入计算，小菜园在客单价50元至100元的中国大众便民中式餐饮市场的所有品牌中排名第一。对投资者而言，小菜园的上市提供了一个投资餐饮行业优质标的的机会，但需关注其未来在市场竞争加剧、消费环境变化等情况下的业绩稳定性和可持续发展能力。
Commentary: According to Frost & Sullivan data, based on store revenue as of 2023, Xiaocaiyuan ranks first among all brands in China's mass convenience Chinese dining market with an average customer spending of 50 to 100 yuan. For investors, Xiaocaiyuan's listing provides an opportunity to invest in a high-quality target in the catering industry, but attention should be paid to its future performance stability and sustainable development capabilities amid intensifying market competition and changing consumer environments.
