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2021-07-21

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Revenue growth is declining and user growth is difficult. Momo enters the "grass planting" business to save itself?

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Momo enters the \"grass planting\" business to save itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153264615","media":"AI财经社","summary":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正","content":"<p>According to media reports recently,<a href=\"https://laohu8.com/S/MOMO\">Momo</a>A grass-planting social APP \"Raspberry\" will be launched in the near future. Judging from the product map revealed so far, the Raspberry APP is more similar to Xiaohongshu. Users can create notes on it and interact and share them with users in the same city. AI Finance and Economics asked Momo for verification, but the other party did not respond positively to this.</p><p>Some analysts said that in terms of socializing with strangers, Momo has fallen into the growth bottleneck of revenue and users, and the company is trying to explore new products to seek breakthroughs.</p><p>Traffic anxiety</p><p>Momo was born in 2011 and listed on Nasdaq in December 2014. On the first day of listing, its stock price closed at US $17.02, up 26.07% from the issue price. The company's market value reached US $3.174 billion. Its founder and CEO Tang Yan was the largest shareholder of Momo at that time, with a net worth of more than US $800 million.</p><p>After listing, 2015-2017 was the golden period of Momo's development. By 2018, its stock price once peaked at more than US $50, and its total market value reached tens of billions of US dollars. However, after that, its revenue growth rate began to decline continuously. Since the first quarter of 2018, Momo's revenue growth rate has continued to decline for 10 consecutive quarters.</p><p>In 2020, Momo's annual revenue will be 15.024 billion yuan, a year-on-year decrease of 11.7%; Net profit was 2.104 billion yuan, a year-on-year decrease of 29.2%.</p><p>While both revenue and net profit fell, Momo's monthly activity performance was also poor. Its monthly active users in 2018, 2019, and 2020 were 113.3 million, 114.5 million, and 113.8 million respectively, basically no growth. Momo's financial report for the first quarter of 2021 released in June this year showed that in March 2021, the monthly active users of Momo's main APP increased to 115.3 million, but the growth rate was still small. And this is a fatal problem for a social software.</p><p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of profitability, Momo's revenue at the beginning of its listing mainly consisted of three parts: user membership fees, game revenue and other categories (including paid emoticons, mobile marketing, etc.). In the fourth quarter of 2015, Momo introduced the live broadcast business, which has since become Momo's main source of revenue. But with<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>The rise of applications such as Kuaishou and oul is competing for anchors, and its live broadcast business is gradually \"unsustainable\".</p><p>In the first quarter of 2020, Momo's live broadcast service revenue was 2.332 billion yuan, a year-on-year decrease of 13%. Momo explained this as the decrease in the willingness of top users to pay due to the impact of the epidemic. But in the first quarter of 2021, its live broadcast revenue continued to decline by 16% to 1.962 billion yuan.</p><p>It is worth mentioning that Soul, another social software launched in 2016, has applied for listing in the United States in May 2021, with a valuation of up to US $2 billion. But the day before its listing on June 23, it suddenly announced the suspension of its IPO.</p><p>Soul focuses on \"Soul socialization\" and once claimed to become \"the first social metaverse\". Judging from its prospectus, in 2019, 2020, and the first quarter of 2021, Soul recorded net losses of 299.5 million yuan, 488 million yuan, and 383 million yuan respectively, and the number of monthly active users during the same period was 11.5 million, 20.8 million, and 33.2 million. During the reporting period, Soul's advertising expenses reached 197 million yuan, 600 million yuan and 460 million yuan. Soul's user growth is the result of huge advertising expenses.</p><p>But it can also be seen from this that not only Momo, but also domestic social software is already facing the dilemma of profitability and user growth. Creating new products and finding the second growth curve has become their inevitable choice.</p><p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Big factories are competing to \"plant grass\"</p><p>According to media reports, some sources said that Raspberry APP is ready to move closer to Xiaohongshu.</p><p>According to AI Finance and Economics, the \"grass planting\" business has actually become the target of the layout of many major Internet companies.</p><p>In May 2019,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Quietly launched a product \"CHAO Community\". In the application email sent to users, it said, \"This is a trendy community for boys to plant grass. There are some CHAO boys who can play, and there are boys' favorite trendy clothes, hot sneakers, fun interests and black technology products\".</p><p>Later, the APP was updated to a trendy toy community, and its introduction also changed from \"recommending good things for male users and providing information about trendy items\" to \"This is a big world of toys where both boys and girls can play\".</p><p>In February 2020,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The APP is online \"Pinxiaoquan\", where users can share their shopping records for other users to like and comment. According to Pinduoduo officials, this function \"allows consumers to know the real evaluation information of goods, solves the trust problem and provides a reference for consumers' purchase decisions\". In this way, users can make decisions about planting and pulling grass according to their friends' purchasing experience.</p><p>In May 2021, Ali launched \"Foodie Notes\", which targets gourmet and grass-planting products. The content forms include pictures, texts, short videos, etc.</p><p>According to<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the report, unlike the traffic marketing model, the \"grass planting\" model marketing that can bring an intuitive and real experience to the audience is generally more popular with Generation Z. However, at present, the splash of the products of the above three companies is not big. Looking back at Xiaohongshu, a domestic star grass planting company, not only is it difficult to realize traffic, but there are constant negative news such as false notes and pornography. Recently, it has been reported that it has abandoned its plan to go public in the United States due to strengthened supervision.</p><p>Momo and others have started the business of \"planting grass\" one after another. The traffic anxiety behind it is understandable, but the future may not be as bright as they imagined.</p><p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revenue growth is declining and user growth is difficult. 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Momo enters the \"grass planting\" business to save itself?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AI财经社</strong><span class=\"h-time small\">2021-07-21 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to media reports recently,<a href=\"https://laohu8.com/S/MOMO\">Momo</a>A grass-planting social APP \"Raspberry\" will be launched in the near future. Judging from the product map revealed so far, the Raspberry APP is more similar to Xiaohongshu. Users can create notes on it and interact and share them with users in the same city. AI Finance and Economics asked Momo for verification, but the other party did not respond positively to this.</p><p>Some analysts said that in terms of socializing with strangers, Momo has fallen into the growth bottleneck of revenue and users, and the company is trying to explore new products to seek breakthroughs.</p><p>Traffic anxiety</p><p>Momo was born in 2011 and listed on Nasdaq in December 2014. On the first day of listing, its stock price closed at US $17.02, up 26.07% from the issue price. The company's market value reached US $3.174 billion. Its founder and CEO Tang Yan was the largest shareholder of Momo at that time, with a net worth of more than US $800 million.</p><p>After listing, 2015-2017 was the golden period of Momo's development. By 2018, its stock price once peaked at more than US $50, and its total market value reached tens of billions of US dollars. However, after that, its revenue growth rate began to decline continuously. Since the first quarter of 2018, Momo's revenue growth rate has continued to decline for 10 consecutive quarters.</p><p>In 2020, Momo's annual revenue will be 15.024 billion yuan, a year-on-year decrease of 11.7%; Net profit was 2.104 billion yuan, a year-on-year decrease of 29.2%.</p><p>While both revenue and net profit fell, Momo's monthly activity performance was also poor. Its monthly active users in 2018, 2019, and 2020 were 113.3 million, 114.5 million, and 113.8 million respectively, basically no growth. Momo's financial report for the first quarter of 2021 released in June this year showed that in March 2021, the monthly active users of Momo's main APP increased to 115.3 million, but the growth rate was still small. And this is a fatal problem for a social software.</p><p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of profitability, Momo's revenue at the beginning of its listing mainly consisted of three parts: user membership fees, game revenue and other categories (including paid emoticons, mobile marketing, etc.). In the fourth quarter of 2015, Momo introduced the live broadcast business, which has since become Momo's main source of revenue. But with<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>The rise of applications such as Kuaishou and oul is competing for anchors, and its live broadcast business is gradually \"unsustainable\".</p><p>In the first quarter of 2020, Momo's live broadcast service revenue was 2.332 billion yuan, a year-on-year decrease of 13%. Momo explained this as the decrease in the willingness of top users to pay due to the impact of the epidemic. But in the first quarter of 2021, its live broadcast revenue continued to decline by 16% to 1.962 billion yuan.</p><p>It is worth mentioning that Soul, another social software launched in 2016, has applied for listing in the United States in May 2021, with a valuation of up to US $2 billion. But the day before its listing on June 23, it suddenly announced the suspension of its IPO.</p><p>Soul focuses on \"Soul socialization\" and once claimed to become \"the first social metaverse\". Judging from its prospectus, in 2019, 2020, and the first quarter of 2021, Soul recorded net losses of 299.5 million yuan, 488 million yuan, and 383 million yuan respectively, and the number of monthly active users during the same period was 11.5 million, 20.8 million, and 33.2 million. During the reporting period, Soul's advertising expenses reached 197 million yuan, 600 million yuan and 460 million yuan. Soul's user growth is the result of huge advertising expenses.</p><p>But it can also be seen from this that not only Momo, but also domestic social software is already facing the dilemma of profitability and user growth. Creating new products and finding the second growth curve has become their inevitable choice.</p><p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Big factories are competing to \"plant grass\"</p><p>According to media reports, some sources said that Raspberry APP is ready to move closer to Xiaohongshu.</p><p>According to AI Finance and Economics, the \"grass planting\" business has actually become the target of the layout of many major Internet companies.</p><p>In May 2019,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Quietly launched a product \"CHAO Community\". In the application email sent to users, it said, \"This is a trendy community for boys to plant grass. There are some CHAO boys who can play, and there are boys' favorite trendy clothes, hot sneakers, fun interests and black technology products\".</p><p>Later, the APP was updated to a trendy toy community, and its introduction also changed from \"recommending good things for male users and providing information about trendy items\" to \"This is a big world of toys where both boys and girls can play\".</p><p>In February 2020,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The APP is online \"Pinxiaoquan\", where users can share their shopping records for other users to like and comment. According to Pinduoduo officials, this function \"allows consumers to know the real evaluation information of goods, solves the trust problem and provides a reference for consumers' purchase decisions\". In this way, users can make decisions about planting and pulling grass according to their friends' purchasing experience.</p><p>In May 2021, Ali launched \"Foodie Notes\", which targets gourmet and grass-planting products. The content forms include pictures, texts, short videos, etc.</p><p>According to<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the report, unlike the traffic marketing model, the \"grass planting\" model marketing that can bring an intuitive and real experience to the audience is generally more popular with Generation Z. However, at present, the splash of the products of the above three companies is not big. Looking back at Xiaohongshu, a domestic star grass planting company, not only is it difficult to realize traffic, but there are constant negative news such as false notes and pornography. Recently, it has been reported that it has abandoned its plan to go public in the United States due to strengthened supervision.</p><p>Momo and others have started the business of \"planting grass\" one after another. The traffic anxiety behind it is understandable, but the future may not be as bright as they imagined.</p><p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b\">AI财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103","relate_stocks":{"MOMO":"挚文集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153264615","content_text":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正面回应。\n有分析称，针对陌生人社交方面，陌陌陷入营收和用户方面的增长瓶颈，公司试图探索上线新产品以寻求突破。\n流量焦虑\n陌陌诞生于2011年，2014年12月在美国纳斯达克挂牌上市，上市首日股价报收于17.02美元，较发行价大涨26.07%，公司市值达31.74亿美元，其创始人、CEO唐岩当时作为陌陌最大股东，身家超过8亿美元。\n上市后，2015-2017年是陌陌发展的黄金时期，到了2018年，其股价一度最高点超过50美元，总市值达百亿美元规模，但之后其营收增速就开始了持续下滑。自2018年第一季度以来，陌陌收入增速连续10个季度持续降低。\n2020年，陌陌全年营收为150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑了29.2%。\n营收、净利双降的同时，陌陌月活表现同样不佳。其2018年、2019年、2020年月活用户分别为1.133亿、1.145亿和1.138亿，基本没有增长。今年6月陌陌发布的2021年第一季度财报显示，在2021年3月，陌陌的主APP月度活跃用户增长到1.153亿，但增长幅度仍然较小。而这对于一个社交软件来说，是致命问题。\n\n在盈利方面，上市之初陌陌的收入主要由三部分组成：用户会员费、游戏收入及其他类(包含付费表情、移动营销等)。2015年第四季度，陌陌引入直播业务，此后该业务成为陌陌最主要的营收来源。但随着抖音、快手以及oul等应用崛起对主播的争夺，它的直播业务也逐渐“撑不住了”。\n2020年第一季度，陌陌的直播服务营收23.32亿元，同比下降13%，陌陌将此解释为疫情影响下导致顶部用户付费意愿降低。但在2021年第一季度，其直播收入继续下滑了16%至19.62亿元。\n值得一提的是，另外一家在2016年上线的社交软件Soul，已于2021年5月申请赴美上市，估值高达20亿美元。但在6月23日上市前一天，其突然宣布暂停IPO。\nSoul主打“灵魂社交”，曾号称要成为“社交元宇宙第一股”。从其招股书来看，2019年、2020年、2021年第一季度，Soul分别录得净亏损2.995亿元、4.88亿元、3.83亿元，同期月活用户数分别为1150万、2080万、3320万。报告期内，Soul的广告费用支出却达到1.97亿元、6亿元和4.6亿元。Soul的用户增长是砸入巨额的广告费用换来的。\n但由此也可见，不仅是陌陌，国内的社交软件已均在面临盈利和用户增长困境。打造新产品，寻找第二增长曲线，成为它们的必然选择。\n\n大厂争相“种草”\n根据媒体报道，有消息人士表示，树莓APP准备向小红书靠拢。\n据AI财经社了解，“种草”业务实际上已成为不少互联网大厂布局的对象。\n2019年5月，知乎悄悄上线了一款产品“CHAO社区”，其向用户发送的申请邮件中，称“这是一个潮流的男生种草社区，有一些CHAO会玩的男生，有男生最爱的潮流穿搭、火爆球鞋、玩乐兴趣和黑科技产品”。\n后来，该APP更新为潮流玩具社区，其介绍也从“为男性用户推荐好物，并提供关于潮流单品”转变为“这是一个男生女生都能玩得转的玩具大世界”。\n2020年2月，拼多多APP上线“拼小圈”，用户可以在上面分享自己的购物记录，供其他用户点赞和评论。拼多多官方称，该功能“让消费者了解商品真实评价信息，解决信任问题并为消费者的购买决策做参考”。这样一来，用户可以根据好友的购买感受来做种草和拔草决策。\n2021年5月，阿里上线“吃货笔记”，定位美食种草类产品，内容形式包含图文、短视频等。\n据中信证券报告，与流量营销模式不同，能够带给观众直观且真实体验的“种草”模式营销普遍更受到Z世代的欢迎。但目前以上三家的产品水花目前都还不大。而回顾国内明星种草公司小红书，不仅流量变现困难重重，虚假笔记、涉黄等负面新闻不断，最近更是传出由于监管加强而放弃赴美上市计划。\n陌陌等纷纷做起“种草”生意，其背后的流量焦虑可以理解，但未来可能并不如它们想象般美好。","news_type":1,"symbols_score_info":{"MOMO":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147540095,"gmtCreate":1626366716617,"gmtModify":1703758870728,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147540095","repostId":"2151278885","repostType":4,"repost":{"id":"2151278885","kind":"news","pubTimestamp":1626362053,"share":"https://ttm.financial/m/news/2151278885?lang=en_US&edition=fundamental","pubTime":"2021-07-15 23:14","market":"hk","language":"zh","title":"Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears","url":"https://stock-news.laohu8.com/highlight/detail?id=2151278885","media":"第一财经","summary":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括","content":"<p><div>At this time, Meituan launched a supply guarantee plan for drivers, which is undoubtedly adding to the heating up online car-hailing war. After many years, the online car-hailing war continued to be ignited this week. On July 15, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Guarantee Plan\" for drivers, including upgrading driver recruitment benefits, peak awards, full-day full order awards, single flow awards, new driver recommendation rewards and other incentives to increase driver income and solve the problem of insufficient number of drivers. Meituan said that during the event period from July 14 to July 20, new drivers can enjoy the 7-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-07-15 23:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>At this time, Meituan launched a supply guarantee plan for drivers, which is undoubtedly adding to the heating up online car-hailing war. After many years, the online car-hailing war continued to be ignited this week. On July 15, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Guarantee Plan\" for drivers, including upgrading driver recruitment benefits, peak awards, full-day full order awards, single flow awards, new driver recommendation rewards and other incentives to increase driver income and solve the problem of insufficient number of drivers. Meituan said that during the event period from July 14 to July 20, new drivers can enjoy the 7-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101111522.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8dcedd08de8792c177198d2c15aa2021","relate_stocks":{"03690":"美团-W","DIDI":"滴滴(已退市)"},"source_url":"https://www.yicai.com/news/101111522.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151278885","content_text":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括升级司机招募福利、高峰奖、全天满单奖、单单流奖、新司机推荐奖励等激励措施，以此增加司机收入，解决司机数量不足的问题。\n美团表示，从7月14日至7月20日活动期间，新司机注册后即可享免佣7天政策。此外，美团表示邀请司机最高可赢取8888元，同时推出平台保障服务，为司机提供垫付服务等。\n\n美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n战火升级\n在滴滴App下架后，不少打车平台都竞相推出补贴以寻求在短期内注册司机和用户的规模增长。\n例如，高德打车免佣联盟近期启动了暑期免佣季，宣布在7至9月将采用多种形式的免佣，包括新手司机连续一周免佣、早高峰免佣、免佣卡灵活安排时间等政策。截至目前，参与高德免佣联盟的网约车平台已经超过100家。\n除了高德推出免佣季，此前通过“聚合模式”退出自营网约车竞争的美团再次回归。\n早在2019年4月，美团就发布公告表示美团打车将在上海、南京上线“聚合模式”，并且接入首汽约车、曹操出行、神州专车等服务商，为用户提供服务。\n但本周，美团打车App重新上线。App Store中显示的历史版本记录显示，美团打车在7月9日更新了新版本并且开通了更多服务城市，并且还在近几日持续修改服务提升体验。而上一次美团打车更新版本，还在2年前。\n\n不仅是重新上线，美团打车还上线了“美团快车”服务，计划再次用自营方式分一杯羹。而新推出的司机保供计划，也是美团吸引司机注册以发展“美团快车”的证明。根据美团打车App，目前开通服务的城市有北京、上海、成都、广州、深圳、杭州等100多个城市。\n除了司机端吸引用户，美团打车在也针对用户给出了多个优惠券，以补贴形式吸引新注册用户。\n司机的选择\n对于各大平台抛出的橄榄枝，网约车司机如何看待？\n注册了曹操出行的迟师傅对第一财经记者表示，近期他和同事因为收入下降想离开曹操出行，他认为“滴滴下架让用曹操出行的人更多，现在（平台）下调了司机的收入。”\n此前，曹操出行针对司机的奖励机制是每拉30单奖励260元，据迟师傅所说“就是昨天取消了”这一奖励，目前只剩下早晚高峰的奖励。\n对于奖励机制的改变，迟师傅表示“按理说（平台）不应该下架奖励，应该是增加。“迟师傅认为，奖励机制的改变导致很多司机都离开了，”本来如果加上奖励的话一天就还行，一天可以有700到800元，现在即使拉够了30单，也就600多。”\n而对于重新上架的美团打车App，该司机表示“我刚刚注册完，正在等待审核。”该司机表示，他的同事告知他美团打车近期免佣金一事，于是决定注册。同时，迟师傅表示，“我听说美团打车拉了7公里有30多元收入，现在各个平台没有平台能达到，一般的平台1公里是2元。”\n而滴滴平台的网约车司机，也正在遭遇其他平台挖角。网约车司机刘师傅对第一财经记者表示，近期星徽出行与他联系过希望他能进行注册，但刘师傅拒绝了。对此，刘师傅表示自己在滴滴上开网约车好几年了，比较适应该平台，暂时不会考虑更换平台。\n刘师傅同时表示，滴滴下架后订单下滑效应暂时不明显，“多少有点影响，订单肯定在下滑。但是时间太短，影响还体现不出来。”\n他同时表示，如果需要更换平台，会考虑首汽约车或者美团打车。\n大战能否改变格局？\n从目前的数据看，多个出行平台6月订单量都在下降。\n根据交通运输部发布的6月网约车行业运行数据，全国网约车监管信息交互平台6月份共收到订单信息70146.0万单，环比下降12.4%。其中，曹操出行、享道出行、T3出行订单量出现小幅增长，其余平台订单都在下滑，滴滴出行订单量下滑13.4%，美团打车订单量下滑16.7%，首汽约车下滑20.4%。\n从6月数据看，当时滴滴尚未下架，行业增长变动也较大。\n多个打车平台近期以免佣、补贴形式扩张，是否能改变网约车行业格局？\n对此，易观分析汽车出行行业资深分析师姜昕蔚对第一财经记者表示，“美团打车一直在寻找一个契机，但是这次复活也更多的是碰碰运气。高德在这个期间推出的免佣旨在扩大招募司机的力度，把原本摇摆的司机吸引过来。滴滴此次事件会为竞争对手提供窗口期，但是无论在技术储备还是实力上滴滴的优势较大，所以格局上会给新的厂商成长的机会，但是是否能够撼动目前的格局个人认为有这样的可能，但是可能性不大。毕竟目前滴滴app无论是司机端还是乘客端是可以正常使用的，原本使用小程序的用户也是多数会聚合平台+滴滴的使用模式。至于美团打车，美团的独立APP的战力值都不是特别高，主要的流量还都是聚焦在主APP上，所以复活我觉得更多的是公关行为。”\n姜昕蔚同时表示，网约车目前的格局相对稳定，政策是市场当中最大的变量，值得关注的企业有两种类型一种是和政府关系相对近的主机厂合资的网约车企业，例如T3出行、如祺出行等，另外一种就是做流量分发的聚合平台，比如高德、百度、美团。","news_type":1,"symbols_score_info":{"48457":0.6,"48459":0.6,"48486":0.6,"48515":0.6,"48575":0.6,"48620":0.6,"48624":0.6,"48679":0.6,"48685":0.6,"48713":0.6,"48757":0.6,"DIDI":0.9,"03690":0.6}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147557684,"gmtCreate":1626366679048,"gmtModify":1703758870082,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147557684","repostId":"2151852289","repostType":4,"isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":176669608,"gmtCreate":1626880398204,"gmtModify":1703479914282,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/176669608","repostId":"2153264615","repostType":4,"repost":{"id":"2153264615","kind":"news","pubTimestamp":1626879601,"share":"https://ttm.financial/m/news/2153264615?lang=en_US&edition=fundamental","pubTime":"2021-07-21 23:00","market":"us","language":"zh","title":"Revenue growth is declining and user growth is difficult. Momo enters the \"grass planting\" business to save itself?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153264615","media":"AI财经社","summary":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正","content":"<p>According to media reports recently,<a href=\"https://laohu8.com/S/MOMO\">Momo</a>A grass-planting social APP \"Raspberry\" will be launched in the near future. Judging from the product map revealed so far, the Raspberry APP is more similar to Xiaohongshu. Users can create notes on it and interact and share them with users in the same city. AI Finance and Economics asked Momo for verification, but the other party did not respond positively to this.</p><p>Some analysts said that in terms of socializing with strangers, Momo has fallen into the growth bottleneck of revenue and users, and the company is trying to explore new products to seek breakthroughs.</p><p>Traffic anxiety</p><p>Momo was born in 2011 and listed on Nasdaq in December 2014. On the first day of listing, its stock price closed at US $17.02, up 26.07% from the issue price. The company's market value reached US $3.174 billion. Its founder and CEO Tang Yan was the largest shareholder of Momo at that time, with a net worth of more than US $800 million.</p><p>After listing, 2015-2017 was the golden period of Momo's development. By 2018, its stock price once peaked at more than US $50, and its total market value reached tens of billions of US dollars. However, after that, its revenue growth rate began to decline continuously. Since the first quarter of 2018, Momo's revenue growth rate has continued to decline for 10 consecutive quarters.</p><p>In 2020, Momo's annual revenue will be 15.024 billion yuan, a year-on-year decrease of 11.7%; Net profit was 2.104 billion yuan, a year-on-year decrease of 29.2%.</p><p>While both revenue and net profit fell, Momo's monthly activity performance was also poor. Its monthly active users in 2018, 2019, and 2020 were 113.3 million, 114.5 million, and 113.8 million respectively, basically no growth. Momo's financial report for the first quarter of 2021 released in June this year showed that in March 2021, the monthly active users of Momo's main APP increased to 115.3 million, but the growth rate was still small. And this is a fatal problem for a social software.</p><p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of profitability, Momo's revenue at the beginning of its listing mainly consisted of three parts: user membership fees, game revenue and other categories (including paid emoticons, mobile marketing, etc.). In the fourth quarter of 2015, Momo introduced the live broadcast business, which has since become Momo's main source of revenue. But with<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>The rise of applications such as Kuaishou and oul is competing for anchors, and its live broadcast business is gradually \"unsustainable\".</p><p>In the first quarter of 2020, Momo's live broadcast service revenue was 2.332 billion yuan, a year-on-year decrease of 13%. Momo explained this as the decrease in the willingness of top users to pay due to the impact of the epidemic. But in the first quarter of 2021, its live broadcast revenue continued to decline by 16% to 1.962 billion yuan.</p><p>It is worth mentioning that Soul, another social software launched in 2016, has applied for listing in the United States in May 2021, with a valuation of up to US $2 billion. But the day before its listing on June 23, it suddenly announced the suspension of its IPO.</p><p>Soul focuses on \"Soul socialization\" and once claimed to become \"the first social metaverse\". Judging from its prospectus, in 2019, 2020, and the first quarter of 2021, Soul recorded net losses of 299.5 million yuan, 488 million yuan, and 383 million yuan respectively, and the number of monthly active users during the same period was 11.5 million, 20.8 million, and 33.2 million. During the reporting period, Soul's advertising expenses reached 197 million yuan, 600 million yuan and 460 million yuan. Soul's user growth is the result of huge advertising expenses.</p><p>But it can also be seen from this that not only Momo, but also domestic social software is already facing the dilemma of profitability and user growth. Creating new products and finding the second growth curve has become their inevitable choice.</p><p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Big factories are competing to \"plant grass\"</p><p>According to media reports, some sources said that Raspberry APP is ready to move closer to Xiaohongshu.</p><p>According to AI Finance and Economics, the \"grass planting\" business has actually become the target of the layout of many major Internet companies.</p><p>In May 2019,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Quietly launched a product \"CHAO Community\". In the application email sent to users, it said, \"This is a trendy community for boys to plant grass. There are some CHAO boys who can play, and there are boys' favorite trendy clothes, hot sneakers, fun interests and black technology products\".</p><p>Later, the APP was updated to a trendy toy community, and its introduction also changed from \"recommending good things for male users and providing information about trendy items\" to \"This is a big world of toys where both boys and girls can play\".</p><p>In February 2020,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The APP is online \"Pinxiaoquan\", where users can share their shopping records for other users to like and comment. According to Pinduoduo officials, this function \"allows consumers to know the real evaluation information of goods, solves the trust problem and provides a reference for consumers' purchase decisions\". In this way, users can make decisions about planting and pulling grass according to their friends' purchasing experience.</p><p>In May 2021, Ali launched \"Foodie Notes\", which targets gourmet and grass-planting products. The content forms include pictures, texts, short videos, etc.</p><p>According to<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the report, unlike the traffic marketing model, the \"grass planting\" model marketing that can bring an intuitive and real experience to the audience is generally more popular with Generation Z. However, at present, the splash of the products of the above three companies is not big. Looking back at Xiaohongshu, a domestic star grass planting company, not only is it difficult to realize traffic, but there are constant negative news such as false notes and pornography. Recently, it has been reported that it has abandoned its plan to go public in the United States due to strengthened supervision.</p><p>Momo and others have started the business of \"planting grass\" one after another. The traffic anxiety behind it is understandable, but the future may not be as bright as they imagined.</p><p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Revenue growth is declining and user growth is difficult. Momo enters the \"grass planting\" business to save itself?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRevenue growth is declining and user growth is difficult. Momo enters the \"grass planting\" business to save itself?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">AI财经社</strong><span class=\"h-time small\">2021-07-21 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>According to media reports recently,<a href=\"https://laohu8.com/S/MOMO\">Momo</a>A grass-planting social APP \"Raspberry\" will be launched in the near future. Judging from the product map revealed so far, the Raspberry APP is more similar to Xiaohongshu. Users can create notes on it and interact and share them with users in the same city. AI Finance and Economics asked Momo for verification, but the other party did not respond positively to this.</p><p>Some analysts said that in terms of socializing with strangers, Momo has fallen into the growth bottleneck of revenue and users, and the company is trying to explore new products to seek breakthroughs.</p><p>Traffic anxiety</p><p>Momo was born in 2011 and listed on Nasdaq in December 2014. On the first day of listing, its stock price closed at US $17.02, up 26.07% from the issue price. The company's market value reached US $3.174 billion. Its founder and CEO Tang Yan was the largest shareholder of Momo at that time, with a net worth of more than US $800 million.</p><p>After listing, 2015-2017 was the golden period of Momo's development. By 2018, its stock price once peaked at more than US $50, and its total market value reached tens of billions of US dollars. However, after that, its revenue growth rate began to decline continuously. Since the first quarter of 2018, Momo's revenue growth rate has continued to decline for 10 consecutive quarters.</p><p>In 2020, Momo's annual revenue will be 15.024 billion yuan, a year-on-year decrease of 11.7%; Net profit was 2.104 billion yuan, a year-on-year decrease of 29.2%.</p><p>While both revenue and net profit fell, Momo's monthly activity performance was also poor. Its monthly active users in 2018, 2019, and 2020 were 113.3 million, 114.5 million, and 113.8 million respectively, basically no growth. Momo's financial report for the first quarter of 2021 released in June this year showed that in March 2021, the monthly active users of Momo's main APP increased to 115.3 million, but the growth rate was still small. And this is a fatal problem for a social software.</p><p><img src=\"https://static.tigerbbs.com/ad7e74d5f2908b124e1cbd3d8e99341f\" tg-width=\"688\" tg-height=\"421\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>In terms of profitability, Momo's revenue at the beginning of its listing mainly consisted of three parts: user membership fees, game revenue and other categories (including paid emoticons, mobile marketing, etc.). In the fourth quarter of 2015, Momo introduced the live broadcast business, which has since become Momo's main source of revenue. But with<a href=\"https://laohu8.com/S/DYIN\">Douyin</a>The rise of applications such as Kuaishou and oul is competing for anchors, and its live broadcast business is gradually \"unsustainable\".</p><p>In the first quarter of 2020, Momo's live broadcast service revenue was 2.332 billion yuan, a year-on-year decrease of 13%. Momo explained this as the decrease in the willingness of top users to pay due to the impact of the epidemic. But in the first quarter of 2021, its live broadcast revenue continued to decline by 16% to 1.962 billion yuan.</p><p>It is worth mentioning that Soul, another social software launched in 2016, has applied for listing in the United States in May 2021, with a valuation of up to US $2 billion. But the day before its listing on June 23, it suddenly announced the suspension of its IPO.</p><p>Soul focuses on \"Soul socialization\" and once claimed to become \"the first social metaverse\". Judging from its prospectus, in 2019, 2020, and the first quarter of 2021, Soul recorded net losses of 299.5 million yuan, 488 million yuan, and 383 million yuan respectively, and the number of monthly active users during the same period was 11.5 million, 20.8 million, and 33.2 million. During the reporting period, Soul's advertising expenses reached 197 million yuan, 600 million yuan and 460 million yuan. Soul's user growth is the result of huge advertising expenses.</p><p>But it can also be seen from this that not only Momo, but also domestic social software is already facing the dilemma of profitability and user growth. Creating new products and finding the second growth curve has become their inevitable choice.</p><p><img src=\"https://static.tigerbbs.com/1a08f5f91648dd332ad73f536550a98d\" tg-width=\"2500\" tg-height=\"1662\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Big factories are competing to \"plant grass\"</p><p>According to media reports, some sources said that Raspberry APP is ready to move closer to Xiaohongshu.</p><p>According to AI Finance and Economics, the \"grass planting\" business has actually become the target of the layout of many major Internet companies.</p><p>In May 2019,<a href=\"https://laohu8.com/S/ZH\">Zhihu</a>Quietly launched a product \"CHAO Community\". In the application email sent to users, it said, \"This is a trendy community for boys to plant grass. There are some CHAO boys who can play, and there are boys' favorite trendy clothes, hot sneakers, fun interests and black technology products\".</p><p>Later, the APP was updated to a trendy toy community, and its introduction also changed from \"recommending good things for male users and providing information about trendy items\" to \"This is a big world of toys where both boys and girls can play\".</p><p>In February 2020,<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>The APP is online \"Pinxiaoquan\", where users can share their shopping records for other users to like and comment. According to Pinduoduo officials, this function \"allows consumers to know the real evaluation information of goods, solves the trust problem and provides a reference for consumers' purchase decisions\". In this way, users can make decisions about planting and pulling grass according to their friends' purchasing experience.</p><p>In May 2021, Ali launched \"Foodie Notes\", which targets gourmet and grass-planting products. The content forms include pictures, texts, short videos, etc.</p><p>According to<a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>According to the report, unlike the traffic marketing model, the \"grass planting\" model marketing that can bring an intuitive and real experience to the audience is generally more popular with Generation Z. However, at present, the splash of the products of the above three companies is not big. Looking back at Xiaohongshu, a domestic star grass planting company, not only is it difficult to realize traffic, but there are constant negative news such as false notes and pornography. Recently, it has been reported that it has abandoned its plan to go public in the United States due to strengthened supervision.</p><p>Momo and others have started the business of \"planting grass\" one after another. The traffic anxiety behind it is understandable, but the future may not be as bright as they imagined.</p><p><img src=\"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103\" tg-width=\"2500\" tg-height=\"1667\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b\">AI财经社</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cb2c166b7715ad3d797e7179a80f103","relate_stocks":{"MOMO":"挚文集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072121052379d5f905&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153264615","content_text":"日前据媒体报道，陌陌将于近期推出一款种草社交类APP“树莓”，从目前透露出产品图上看，树莓APP更类似于小红书，用户可以在上面创作笔记，并与同城用户互动分享。AI财经社向陌陌方面求证，但对方并未对此正面回应。\n有分析称，针对陌生人社交方面，陌陌陷入营收和用户方面的增长瓶颈，公司试图探索上线新产品以寻求突破。\n流量焦虑\n陌陌诞生于2011年，2014年12月在美国纳斯达克挂牌上市，上市首日股价报收于17.02美元，较发行价大涨26.07%，公司市值达31.74亿美元，其创始人、CEO唐岩当时作为陌陌最大股东，身家超过8亿美元。\n上市后，2015-2017年是陌陌发展的黄金时期，到了2018年，其股价一度最高点超过50美元，总市值达百亿美元规模，但之后其营收增速就开始了持续下滑。自2018年第一季度以来，陌陌收入增速连续10个季度持续降低。\n2020年，陌陌全年营收为150.24亿元，同比下降11.7%；净利润为21.04亿元，同比下滑了29.2%。\n营收、净利双降的同时，陌陌月活表现同样不佳。其2018年、2019年、2020年月活用户分别为1.133亿、1.145亿和1.138亿，基本没有增长。今年6月陌陌发布的2021年第一季度财报显示，在2021年3月，陌陌的主APP月度活跃用户增长到1.153亿，但增长幅度仍然较小。而这对于一个社交软件来说，是致命问题。\n\n在盈利方面，上市之初陌陌的收入主要由三部分组成：用户会员费、游戏收入及其他类(包含付费表情、移动营销等)。2015年第四季度，陌陌引入直播业务，此后该业务成为陌陌最主要的营收来源。但随着抖音、快手以及oul等应用崛起对主播的争夺，它的直播业务也逐渐“撑不住了”。\n2020年第一季度，陌陌的直播服务营收23.32亿元，同比下降13%，陌陌将此解释为疫情影响下导致顶部用户付费意愿降低。但在2021年第一季度，其直播收入继续下滑了16%至19.62亿元。\n值得一提的是，另外一家在2016年上线的社交软件Soul，已于2021年5月申请赴美上市，估值高达20亿美元。但在6月23日上市前一天，其突然宣布暂停IPO。\nSoul主打“灵魂社交”，曾号称要成为“社交元宇宙第一股”。从其招股书来看，2019年、2020年、2021年第一季度，Soul分别录得净亏损2.995亿元、4.88亿元、3.83亿元，同期月活用户数分别为1150万、2080万、3320万。报告期内，Soul的广告费用支出却达到1.97亿元、6亿元和4.6亿元。Soul的用户增长是砸入巨额的广告费用换来的。\n但由此也可见，不仅是陌陌，国内的社交软件已均在面临盈利和用户增长困境。打造新产品，寻找第二增长曲线，成为它们的必然选择。\n\n大厂争相“种草”\n根据媒体报道，有消息人士表示，树莓APP准备向小红书靠拢。\n据AI财经社了解，“种草”业务实际上已成为不少互联网大厂布局的对象。\n2019年5月，知乎悄悄上线了一款产品“CHAO社区”，其向用户发送的申请邮件中，称“这是一个潮流的男生种草社区，有一些CHAO会玩的男生，有男生最爱的潮流穿搭、火爆球鞋、玩乐兴趣和黑科技产品”。\n后来，该APP更新为潮流玩具社区，其介绍也从“为男性用户推荐好物，并提供关于潮流单品”转变为“这是一个男生女生都能玩得转的玩具大世界”。\n2020年2月，拼多多APP上线“拼小圈”，用户可以在上面分享自己的购物记录，供其他用户点赞和评论。拼多多官方称，该功能“让消费者了解商品真实评价信息，解决信任问题并为消费者的购买决策做参考”。这样一来，用户可以根据好友的购买感受来做种草和拔草决策。\n2021年5月，阿里上线“吃货笔记”，定位美食种草类产品，内容形式包含图文、短视频等。\n据中信证券报告，与流量营销模式不同，能够带给观众直观且真实体验的“种草”模式营销普遍更受到Z世代的欢迎。但目前以上三家的产品水花目前都还不大。而回顾国内明星种草公司小红书，不仅流量变现困难重重，虚假笔记、涉黄等负面新闻不断，最近更是传出由于监管加强而放弃赴美上市计划。\n陌陌等纷纷做起“种草”生意，其背后的流量焦虑可以理解，但未来可能并不如它们想象般美好。","news_type":1,"symbols_score_info":{"MOMO":0.9}},"isVote":1,"tweetType":1,"viewCount":2427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147557684,"gmtCreate":1626366679048,"gmtModify":1703758870082,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147557684","repostId":"2151852289","repostType":4,"repost":{"id":"2151852289","kind":"news","pubTimestamp":1626401742,"share":"https://ttm.financial/m/news/2151852289?lang=en_US&edition=fundamental","pubTime":"2021-07-16 10:15","market":"us","language":"zh","title":"Similar to XPeng's practice! Nio is more in line with Hong Kong stock listing standards","url":"https://stock-news.laohu8.com/highlight/detail?id=2151852289","media":"晚点早知道","summary":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。","content":"<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>XPeng made similar adjustments when it returned to Hong Kong for listing before.</b>In March this year, Nio and XPeng were both rumored to return to Hong Kong for secondary listings.</p><p>XPeng returned to Hong Kong last month. There is no definite news from Nio. However, the latest changes in Nio's board of directors have made it gradually conform to the listing rules in Hong Kong, and the market speculates that it is imminent to return to Hong Kong.</p><p>Starting from July 12, Long Yu, the founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director of the board of directors of Nio Motor. She also took over the post of chairman of the nomination and corporate governance committee of the board of directors from Li Bin, chairman of Nio.</p><p>In this way, Nio has met two existing listing rules and two proposed amendments to the listing rules at the same time, namely:</p><p><ul><li>The board of directors should include at least three independent directors, accounting for at least one-third of the board members (existing);</p><p></li><li>The Audit Committee comprises at least three members, all of whom must be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee, chaired by independent directors and with independent directors accounting for a majority of members (revised);</p><p></li><li>The Board is required to have at least one member of the other gender (Amendment).</p><p></li></ul>In response, Nio responded to \"LatePost\", saying that the adjustment of the board of directors is based on the management of technology companies with a market value of 100 billion yuan, increasing the diversity of the composition of the board of directors, and has nothing to do with listing in Hong Kong.</p><p>In May this year, Nio held a special general meeting of shareholders, hoping to change the structure of the board of directors, and planned to give NIO User Trusta (Nio User Trust) the power to nominate a director.</p><p>\"LatePost\" learned that the proposal has been passed, which means that Nio's board of directors may add a director nominated by car owners.</p><p>At present, there are 6 seats on the board of directors of Nio Motor, with Li Bin and Nio co-founder Qin Lihong holding 2 seats, James Gordon Mitchell, the second largest external shareholder Tencent, holding 1 seat, and independent directors holding 3 seats. The three committees under the board of directors of Nio Automobile, auditing, remuneration, nomination and corporate governance, are chaired by three independent directors.</p><p>This structure is very similar to XPeng Automobile, which has been successfully dual-listed in Hong Kong. Moreover, in order to meet the listing conditions in Hong Kong, XPeng Automobile previously appointed two new independent directors as the chairmen of the remuneration committee and nomination committee at the time of listing.</p><p>Long Yu, who newly joined the board of directors of Nio, has known Li Bin for many years. Since 2009, she has led BAI Capital to invest in a number of enterprises founded and invested by Li Bin, such as Bitauto, Yixin, Youxin Used Car, Wheel Internet, mobike, etc.</p><p>Shortly after the launch of Bitauto, Li Bin and Long Yu said that their \"ultimate dream\" of traveling was to build a car when having dinner, and promised to give the third car off the assembly line to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled the contract.</p><p>In addition, the two sides also have a tacit understanding on foreign investment. In May of this year, Temasek, BAI, and Joy Capital jointly invested in US $64 million in Series B financing of Nio's lidar supplier Tudatong. Old shareholders Nio Capital, Story Capital and F-Prime Capital also participated in it.</p>","source":"lsy1596708272136","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Similar to XPeng's practice! Nio is more in line with Hong Kong stock listing standards</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSimilar to XPeng's practice! Nio is more in line with Hong Kong stock listing standards\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">晚点早知道</strong><span class=\"h-time small\">2021-07-16 10:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c733d8c0b3216582775101b750825cf6\" tg-width=\"614\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>XPeng made similar adjustments when it returned to Hong Kong for listing before.</b>In March this year, Nio and XPeng were both rumored to return to Hong Kong for secondary listings.</p><p>XPeng returned to Hong Kong last month. There is no definite news from Nio. However, the latest changes in Nio's board of directors have made it gradually conform to the listing rules in Hong Kong, and the market speculates that it is imminent to return to Hong Kong.</p><p>Starting from July 12, Long Yu, the founding and managing partner of BAI Capital, officially became the third independent non-executive director and the only female director of the board of directors of Nio Motor. She also took over the post of chairman of the nomination and corporate governance committee of the board of directors from Li Bin, chairman of Nio.</p><p>In this way, Nio has met two existing listing rules and two proposed amendments to the listing rules at the same time, namely:</p><p><ul><li>The board of directors should include at least three independent directors, accounting for at least one-third of the board members (existing);</p><p></li><li>The Audit Committee comprises at least three members, all of whom must be non-executive Directors (existing);</p><p></li><li>Mandatory establishment of a nomination committee, chaired by independent directors and with independent directors accounting for a majority of members (revised);</p><p></li><li>The Board is required to have at least one member of the other gender (Amendment).</p><p></li></ul>In response, Nio responded to \"LatePost\", saying that the adjustment of the board of directors is based on the management of technology companies with a market value of 100 billion yuan, increasing the diversity of the composition of the board of directors, and has nothing to do with listing in Hong Kong.</p><p>In May this year, Nio held a special general meeting of shareholders, hoping to change the structure of the board of directors, and planned to give NIO User Trusta (Nio User Trust) the power to nominate a director.</p><p>\"LatePost\" learned that the proposal has been passed, which means that Nio's board of directors may add a director nominated by car owners.</p><p>At present, there are 6 seats on the board of directors of Nio Motor, with Li Bin and Nio co-founder Qin Lihong holding 2 seats, James Gordon Mitchell, the second largest external shareholder Tencent, holding 1 seat, and independent directors holding 3 seats. The three committees under the board of directors of Nio Automobile, auditing, remuneration, nomination and corporate governance, are chaired by three independent directors.</p><p>This structure is very similar to XPeng Automobile, which has been successfully dual-listed in Hong Kong. Moreover, in order to meet the listing conditions in Hong Kong, XPeng Automobile previously appointed two new independent directors as the chairmen of the remuneration committee and nomination committee at the time of listing.</p><p>Long Yu, who newly joined the board of directors of Nio, has known Li Bin for many years. Since 2009, she has led BAI Capital to invest in a number of enterprises founded and invested by Li Bin, such as Bitauto, Yixin, Youxin Used Car, Wheel Internet, mobike, etc.</p><p>Shortly after the launch of Bitauto, Li Bin and Long Yu said that their \"ultimate dream\" of traveling was to build a car when having dinner, and promised to give the third car off the assembly line to Long Yu's daughter Audrey. Seven years later, Li Bin fulfilled the contract.</p><p>In addition, the two sides also have a tacit understanding on foreign investment. In May of this year, Temasek, BAI, and Joy Capital jointly invested in US $64 million in Series B financing of Nio's lidar supplier Tudatong. Old shareholders Nio Capital, Story Capital and F-Prime Capital also participated in it.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg\">晚点早知道</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/d-FonFpbhE4xT6KNa1AqHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151852289","content_text":"之前小鹏回港上市时也做了类似的调整。\n\n今年三月，蔚来和小鹏都被传要回港二次上市。\n小鹏上月先回香港。蔚来暂无确切消息。不过蔚来最新的董事会人员变动使它逐渐贴合赴港上市规则，市场猜测回港敲钟箭在弦上。\n从 7 月 12 日起，BAI 资本创始及管理合伙人龙宇正式成为蔚来汽车董事会的第三名独立非执行董事、也是唯一一名女性董事。她还同时从蔚来董事长李斌那里接过董事会提名及企业治理委员会主席一职。\n这样一来，蔚来同时满足了 2 条既有上市规则和 2 条上市规则修订建议，分别是：\n\n董事会应包括至少三名独董，需占董事会成员人数至少三分之一（现有）；\n审核委员会成员至少三名，且须全部是非执行董事（现有）；\n强制设立提名委员会，由独董担任主席且成员以独董占大多数（修订）；\n董事会需有最少一名另一性别成员（修订）。\n\n对此，蔚来方面回应《晚点 LatePost》称，董事会调整是以千亿市值科技公司管理为标准，增加董事会构成的多样性，与赴港上市并无关联。\n今年 5 月，蔚来曾召开特别股东大会，希望改变董事会结构，拟给予 NIO User Trusta（蔚来用户信托）提名一位董事的权力。\n《晚点 LatePost》获悉该提案已经通过，这意味着蔚来董事会或将增加一名由车主推举提名的董事。\n目前蔚来汽车董事会共有 6 席，李斌、蔚来联合创始人秦力洪占 2 席，第二大外部股东腾讯派驻董事 James Gordon Mitchell 占 1 席，独董占 3 席。蔚来汽车董事会下设的三个委员会，审计、薪酬、提名及公司治理，由 3 位独董分任主席。\n这一结构与已经成功赴港双重上市的小鹏汽车极其相似。而且小鹏汽车此前为满足香港上市条件，在上市时新任命了两名独董分任薪酬委员会及提名委员会主席。\n新加入蔚来董事会的龙宇与李斌相识多年。从 2009 年开始，她带领 BAI 资本投资了李斌创办及投资的多个企业，如易车、易鑫、优信二手车、车轮互联、摩拜单车等。\n易车刚上市不久，李斌与龙宇吃饭时就称自己对于出行的 “终极梦想” 是造车，并允诺把第三辆下线的车送给龙宇的女儿 Audrey。七年后，李斌履约。\n除此之外，双方还在对外投资方面有着默契。今年 5 月，淡马锡与 BAI、愉悦资本联合投资蔚来激光雷达供应商图达通 6400 万美元 B 轮融资，老股东蔚来资本、斯道资本和 F-Prime Capital 也参与其中。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147540095,"gmtCreate":1626366716617,"gmtModify":1703758870728,"author":{"id":"3582606750180670","authorId":"3582606750180670","name":"Jasterloo","avatar":"https://static.tigerbbs.com/bd293e3b462553bf279e50af31eb6514","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582606750180670","idStr":"3582606750180670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147540095","repostId":"2151278885","repostType":4,"repost":{"id":"2151278885","kind":"news","pubTimestamp":1626362053,"share":"https://ttm.financial/m/news/2151278885?lang=en_US&edition=fundamental","pubTime":"2021-07-15 23:14","market":"hk","language":"zh","title":"Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears","url":"https://stock-news.laohu8.com/highlight/detail?id=2151278885","media":"第一财经","summary":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括","content":"<p><div>At this time, Meituan launched a supply guarantee plan for drivers, which is undoubtedly adding to the heating up online car-hailing war. After many years, the online car-hailing war continued to be ignited this week. On July 15, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Guarantee Plan\" for drivers, including upgrading driver recruitment benefits, peak awards, full-day full order awards, single flow awards, new driver recommendation rewards and other incentives to increase driver income and solve the problem of insufficient number of drivers. Meituan said that during the event period from July 14 to July 20, new drivers can enjoy the 7-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeituan Taxi declares war with its driver supply guarantee plan, and the online ride-hailing war reappears\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-07-15 23:14</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>At this time, Meituan launched a supply guarantee plan for drivers, which is undoubtedly adding to the heating up online car-hailing war. After many years, the online car-hailing war continued to be ignited this week. On July 15, the Meituan Taxi Driver Rights Protection Committee (referred to as the Division Committee) announced the launch of the \"Summer Travel Guarantee Plan\" for drivers, including upgrading driver recruitment benefits, peak awards, full-day full order awards, single flow awards, new driver recommendation rewards and other incentives to increase driver income and solve the problem of insufficient number of drivers. Meituan said that during the event period from July 14 to July 20, new drivers can enjoy the 7-day commission-free policy after registration. Furthermore,...</p><p><a href=\"https://www.yicai.com/news/101111522.html\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/101111522.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8dcedd08de8792c177198d2c15aa2021","relate_stocks":{"03690":"美团-W","DIDI":"滴滴(已退市)"},"source_url":"https://www.yicai.com/news/101111522.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151278885","content_text":"美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n\n时隔多年的网约车大战在本周持续被点燃。\n7月15日，美团打车司机权益保障委员会（简称司委会）宣布面向司机启动“夏季出行保供计划”，包括升级司机招募福利、高峰奖、全天满单奖、单单流奖、新司机推荐奖励等激励措施，以此增加司机收入，解决司机数量不足的问题。\n美团表示，从7月14日至7月20日活动期间，新司机注册后即可享免佣7天政策。此外，美团表示邀请司机最高可赢取8888元，同时推出平台保障服务，为司机提供垫付服务等。\n\n美团此时针对司机推出保供计划，无疑是在为升温的网约车大战加码。\n战火升级\n在滴滴App下架后，不少打车平台都竞相推出补贴以寻求在短期内注册司机和用户的规模增长。\n例如，高德打车免佣联盟近期启动了暑期免佣季，宣布在7至9月将采用多种形式的免佣，包括新手司机连续一周免佣、早高峰免佣、免佣卡灵活安排时间等政策。截至目前，参与高德免佣联盟的网约车平台已经超过100家。\n除了高德推出免佣季，此前通过“聚合模式”退出自营网约车竞争的美团再次回归。\n早在2019年4月，美团就发布公告表示美团打车将在上海、南京上线“聚合模式”，并且接入首汽约车、曹操出行、神州专车等服务商，为用户提供服务。\n但本周，美团打车App重新上线。App Store中显示的历史版本记录显示，美团打车在7月9日更新了新版本并且开通了更多服务城市，并且还在近几日持续修改服务提升体验。而上一次美团打车更新版本，还在2年前。\n\n不仅是重新上线，美团打车还上线了“美团快车”服务，计划再次用自营方式分一杯羹。而新推出的司机保供计划，也是美团吸引司机注册以发展“美团快车”的证明。根据美团打车App，目前开通服务的城市有北京、上海、成都、广州、深圳、杭州等100多个城市。\n除了司机端吸引用户，美团打车在也针对用户给出了多个优惠券，以补贴形式吸引新注册用户。\n司机的选择\n对于各大平台抛出的橄榄枝，网约车司机如何看待？\n注册了曹操出行的迟师傅对第一财经记者表示，近期他和同事因为收入下降想离开曹操出行，他认为“滴滴下架让用曹操出行的人更多，现在（平台）下调了司机的收入。”\n此前，曹操出行针对司机的奖励机制是每拉30单奖励260元，据迟师傅所说“就是昨天取消了”这一奖励，目前只剩下早晚高峰的奖励。\n对于奖励机制的改变，迟师傅表示“按理说（平台）不应该下架奖励，应该是增加。“迟师傅认为，奖励机制的改变导致很多司机都离开了，”本来如果加上奖励的话一天就还行，一天可以有700到800元，现在即使拉够了30单，也就600多。”\n而对于重新上架的美团打车App，该司机表示“我刚刚注册完，正在等待审核。”该司机表示，他的同事告知他美团打车近期免佣金一事，于是决定注册。同时，迟师傅表示，“我听说美团打车拉了7公里有30多元收入，现在各个平台没有平台能达到，一般的平台1公里是2元。”\n而滴滴平台的网约车司机，也正在遭遇其他平台挖角。网约车司机刘师傅对第一财经记者表示，近期星徽出行与他联系过希望他能进行注册，但刘师傅拒绝了。对此，刘师傅表示自己在滴滴上开网约车好几年了，比较适应该平台，暂时不会考虑更换平台。\n刘师傅同时表示，滴滴下架后订单下滑效应暂时不明显，“多少有点影响，订单肯定在下滑。但是时间太短，影响还体现不出来。”\n他同时表示，如果需要更换平台，会考虑首汽约车或者美团打车。\n大战能否改变格局？\n从目前的数据看，多个出行平台6月订单量都在下降。\n根据交通运输部发布的6月网约车行业运行数据，全国网约车监管信息交互平台6月份共收到订单信息70146.0万单，环比下降12.4%。其中，曹操出行、享道出行、T3出行订单量出现小幅增长，其余平台订单都在下滑，滴滴出行订单量下滑13.4%，美团打车订单量下滑16.7%，首汽约车下滑20.4%。\n从6月数据看，当时滴滴尚未下架，行业增长变动也较大。\n多个打车平台近期以免佣、补贴形式扩张，是否能改变网约车行业格局？\n对此，易观分析汽车出行行业资深分析师姜昕蔚对第一财经记者表示，“美团打车一直在寻找一个契机，但是这次复活也更多的是碰碰运气。高德在这个期间推出的免佣旨在扩大招募司机的力度，把原本摇摆的司机吸引过来。滴滴此次事件会为竞争对手提供窗口期，但是无论在技术储备还是实力上滴滴的优势较大，所以格局上会给新的厂商成长的机会，但是是否能够撼动目前的格局个人认为有这样的可能，但是可能性不大。毕竟目前滴滴app无论是司机端还是乘客端是可以正常使用的，原本使用小程序的用户也是多数会聚合平台+滴滴的使用模式。至于美团打车，美团的独立APP的战力值都不是特别高，主要的流量还都是聚焦在主APP上，所以复活我觉得更多的是公关行为。”\n姜昕蔚同时表示，网约车目前的格局相对稳定，政策是市场当中最大的变量，值得关注的企业有两种类型一种是和政府关系相对近的主机厂合资的网约车企业，例如T3出行、如祺出行等，另外一种就是做流量分发的聚合平台，比如高德、百度、美团。","news_type":1,"symbols_score_info":{"48457":0.6,"48459":0.6,"48486":0.6,"48515":0.6,"48575":0.6,"48620":0.6,"48624":0.6,"48679":0.6,"48685":0.6,"48713":0.6,"48757":0.6,"DIDI":0.9,"03690":0.6}},"isVote":1,"tweetType":1,"viewCount":2332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}