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牛牛火龙

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- 牛牛火龙牛牛火龙
  ·2021-06-24
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- 牛牛火龙牛牛火龙
  ·2021-05-14
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- 牛牛火龙牛牛火龙
  ·2021-04-27
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  Keep increasing your holdings! The "Queen of the Bull Market" bought over 220,000 shares of Coinbase.
  凯茜-伍德的旗舰基金方舟创新ETF周一再次大手笔买入美国最大加密货币交易所Coinbase的股份，购买数量达到221，167股，按周一收盘价计算价值约6740万美元。在4月15日Coinbase上市
  Keep increasing your holdings! The "Queen of the Bull Market" bought over 220,000 shares of Coinbase.
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- 牛牛火龙牛牛火龙
  ·2021-04-27
  Read ready
  Four people who experienced it firsthand recount: My experience with Meituan's "choose one of two" situation.
  国家市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。
  Four people who experienced it firsthand recount: My experience with Meituan's "choose one of two" situation.
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- 牛牛火龙牛牛火龙
  ·2021-04-23
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  Opening: Credit Suisse fell more than 4%, while TAL Education Group rose nearly 3%.
  4月22日，美国股市三大指数开盘涨跌不一，道指跌0.14%，纳指涨0.02%，标普500指数跌0.11%。瑞士信贷跌超4%，公司第一季度盈转亏，预计第二季度因爆仓事件损失6亿瑞郎。Nikola涨超7%
  Opening: Credit Suisse fell more than 4%, while TAL Education Group rose nearly 3%.
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- 牛牛火龙牛牛火龙
  ·2021-04-21
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  Musk will become the first trillionaire, and SpaceX's future is no less than Tesla's.
  “马斯克也许是这个世界上最优秀的工程师。”亿万富翁、资产经理人巴伦（Ron Baron）评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将
  Musk will become the first trillionaire, and SpaceX's future is no less than Tesla's.
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ready","listText":"Read ready","text":"Read ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/377149077","repostId":"2130176347","repostType":4,"repost":{"id":"2130176347","kind":"news","pubTimestamp":1619506086,"share":"https://ttm.financial/m/news/2130176347?lang=en_US&edition=fundamental","pubTime":"2021-04-27 14:48","market":"us","language":"zh","title":"Keep increasing your holdings! The \"Queen of the Bull Market\" bought over 220,000 shares of Coinbase.","url":"https://stock-news.laohu8.com/highlight/detail?id=2130176347","media":"新浪财经","summary":"凯茜-伍德的旗舰基金方舟创新ETF周一再次大手笔买入美国最大加密货币交易所Coinbase的股份，购买数量达到221，167股，按周一收盘价计算价值约6740万美元。\n在4月15日Coinbase上市","content":"<p><img src=\"https://static.tigerbbs.com/05c328d1bb98596bb04ff589e84c3eeb\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>Cathy Wood's flagship Ark Innovation ETF made another large purchase of 221,167 shares of Coinbase, the largest cryptocurrency exchange in the United States, on Monday, valued at approximately $67.4 million based on Monday's closing price.</p><p>On April 15, the first day of Coinbase's listing, Fangzhou bought 749,200 shares of the company's stock, worth approximately $246 million, and added 341,100 shares (approximately $110 million) the next day.</p><p>Last Tuesday, Ark Investment Management added 236,300 shares of Coinbase stock, worth approximately $75.8 million at the time.</p>","source":"sina_symbol","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>Keep increasing your holdings! The \"Queen of the Bull Market\" bought over 220,000 shares of Coinbase.</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\">\nKeep increasing your holdings! The \"Queen of the Bull Market\" bought over 220,000 shares of Coinbase.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-04-27 14:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/05c328d1bb98596bb04ff589e84c3eeb\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>Cathy Wood's flagship Ark Innovation ETF made another large purchase of 221,167 shares of Coinbase, the largest cryptocurrency exchange in the United States, on Monday, valued at approximately $67.4 million based on Monday's closing price.</p><p>On April 15, the first day of Coinbase's listing, Fangzhou bought 749,200 shares of the company's stock, worth approximately $246 million, and added 341,100 shares (approximately $110 million) the next day.</p><p>Last Tuesday, Ark Investment Management added 236,300 shares of Coinbase stock, worth approximately $75.8 million at the time.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-04-27/doc-ikmxzfmk9248700.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad8c23f9a932c22afd01e3434815bb33","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-04-27/doc-ikmxzfmk9248700.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130176347","content_text":"凯茜-伍德的旗舰基金方舟创新ETF周一再次大手笔买入美国最大加密货币交易所Coinbase的股份，购买数量达到221，167股，按周一收盘价计算价值约6740万美元。\n在4月15日Coinbase上市首日，方舟就买入了74.92万股该公司股票，价值约2.46亿美元，第二天又加仓了34.11万股（约1.1亿美元）。\n上周二，方舟投资管理公司又加仓了23.63万股Coinbase股票，按当时股价计算价值约7580万美元。","news_type":1,"symbols_score_info":{"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":4249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":377157679,"gmtCreate":1619509323991,"gmtModify":1704725122668,"author":{"id":"3567976866742592","authorId":"3567976866742592","name":"牛牛火龙","avatar":"https://static.tigerbbs.com/8a938bb8bfa1113447917df6a83cbedd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567976866742592","authorIdStr":"3567976866742592"},"themes":[],"title":"","htmlText":"Read ready","listText":"Read ready","text":"Read ready","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/377157679","repostId":"1130005982","repostType":4,"repost":{"id":"1130005982","kind":"news","pubTimestamp":1619508622,"share":"https://ttm.financial/m/news/1130005982?lang=en_US&edition=fundamental","pubTime":"2021-04-27 15:30","market":"hk","language":"zh","title":"Four people who experienced it firsthand recount: My experience with Meituan's \"choose one of two\" situation.","url":"https://stock-news.laohu8.com/highlight/detail?id=1130005982","media":"燃次元","summary":"国家市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。","content":"<p>By Zhu Xiaoyu and Feng Xiaoting</p><p>At 4:30 PM on April 26, the State Administration for Market Regulation announced on its official website that it had recently initiated an investigation into Meituan's suspected monopolistic practices, such as the \"choose one of two\" policy, based on a report.</p><p>Meituan's official Weibo account quickly responded, stating that today (April 26), Meituan received a notification from the State Administration for Market Regulation that it had launched an investigation into the company's suspected monopolistic practices. The company will actively cooperate with regulatory investigations, further improve its business compliance management level, protect the legitimate rights and interests of users and all parties, promote the long-term healthy development of the industry, and earnestly fulfill its social responsibilities. The company's various businesses are currently operating normally.</p><p>Wang Xing, the founder of Meituan, who usually likes to update his updates and comment on events on Fanfou, was very silent on this day.</p><p>This is another major move by the State Administration for Market Regulation after it announced a heavy fine against Alibaba on April 10.</p><p>On April 10, Alibaba was fined 18.228 billion yuan by the State Administration for Market Regulation. According to the administrative penalty decision issued by the State Administration for Market Regulation (hereinafter referred to as the \"Penalty Decision\"), Alibaba's main fault was to implement a \"choose one of two\" monopoly in China's online retail platform service market, which constituted an abuse of market dominance.</p><p>After Ali is heavily punished, who will be the next target of investigation? The capital market is most worried about Meituan. April 10th was a Saturday, and the stock market was closed. On April 12th, the first trading day after the announcement of the heavy penalty against Alibaba, Meituan's stock price plummeted by 5.03%, a much larger drop than the stock prices of companies such as Tencent, JD.com, and Pinduoduo.</p><p>On April 13, the third day after the State Administration for Market Regulation announced the results of its anti-monopoly investigation into Alibaba, the State Administration for Market Regulation, together with the Cyberspace Administration of China and the State Taxation Administration, convened an administrative guidance meeting for 34 Chinese internet companies, requiring them to give full play to the warning role of the Alibaba case and for each platform to conduct a comprehensive self-inspection and thoroughly rectify each item within one month. The rectification includes issues such as abusing market dominance, forcing the implementation of a \"choose one of two\" policy, implementing \"cherry-picking mergers and acquisitions\" and \"burning money\" to seize the community group buying market, implementing \"big data price discrimination,\" ignoring counterfeit and substandard products, information leakage, and committing tax-related violations.</p><p>On April 14, the Huai'an Intermediate People's Court of Jiangsu Province ruled on Meituan's unfair competition practices: Beijing Sankuai Technology Co., Ltd. (Meituan) will compensate Shanghai Lazhas Information Technology Co., Ltd. (Ele.me) 352,000 yuan.</p><p>Fast forward a little over a month (March 3), and the State Administration for Market Regulation announced administrative penalties for unfair pricing practices by five community group-buying companies: Chengxin Youxuan, Duoduo Maicai, Meituan Youxuan, Shihuituan, and Shixianghui. Among them, four community group-buying companies, namely Chengxin Youxuan, Duoduo Maicai, Meituan Youxuan, and Shihuituan, were each fined 1.5 million yuan, and Shixianghui was fined 500,000 yuan.</p><p>In the past two months, Meituan's stock price has been hit by frequent investigations or penalties, and its market value has evaporated by nearly HK$900 billion.</p><p>A legal professional told Ran Finance that the Anti-Monopoly Law regulates the abuse of market dominance by market dominants. \"This means that both the identity of the 'market dominant' and the abuse itself are indispensable in the definition of monopoly.\"</p><p>According to reports, Wang Xing mentioned in 2018 that Meituan's market share accounted for about 60% of the entire market. In the past two years, Meituan Waimai's market share has continued to rise. Last year, the Guangdong Provincial Catering Service Industry Association released data stating that Meituan Waimai had a market share of 60-90% in Guangdong's catering delivery market, forming a de facto monopoly.</p><p>Those who have long followed Meituan should remember that last February, catering associations in many places published articles criticizing Meituan's high commissions. For example, on February 21, 2020, the Nanchong Hot Pot Association sent an online letter to the local mayor's mailbox, reporting Meituan's alleged commission increases, monopolistic operations, and unfair competition during the pandemic.</p><p>In the local services sector, Meituan is undoubtedly the number one player. However, it is estimated that by 2024, the market size of local services will reach 2.8 trillion yuan, while Meituan's revenue in 2020 was only 114.79 billion yuan. In other words, this market has huge potential, and various giants have entered it one after another. Industry insiders say that in the past 10 years, local services has been one of the most competitive tracks.</p><p>A Nanjing-based food delivery chain told Ran Finance that Meituan and Ele.me used to offer preferential policies to encourage merchants to only join the Meituan or Ele.me single platform. “It used to be called exclusivity. For example, if you were exclusive on Meituan, you couldn’t open a store on Ele.me. Ele.me also had exclusivity, but all exclusivity was canceled a few months ago. Since the regulators started to crack down on monopolies, no one dares to mention exclusivity anymore.”</p><p>In an article titled \"Alibaba Severely Penalized, Meituan Plunges,\" published by Ran Finance, an insider at Meituan bluntly stated: \"The amount of the penalty imposed on Alibaba is not the key point. The key point is that in the past, anti-monopoly measures only imposed punitive measures, but now even incentive measures are no longer sufficient. Every giant is having a hard time. How will they organize promotions in the future?\"</p><p>Industry insiders say that unlike Alibaba, which places greater emphasis on merchants, Meituan has always placed greater emphasis on users. According to Wang Xing, Meituan is engaged in e-commerce that provides local services. The business model is that after Meituan communicates with merchants, it offers discounted products, which are then purchased by users and then consumed in offline stores. Meituan collects money from users and then purchases from merchants. Therefore, for Meituan, users and traffic are the most important things, while merchants are just suppliers and can be replaced at any time. \"This is also the fundamental reason why the relationship between merchants and Meituan is relatively tense.\"</p><p>During this investigation of Meituan, Ran Finance found four people who experienced Meituan's choice of two options. The following is their account of their experiences.</p><p><b>Refusing to \"choose one of two\" will lead to a bank run.</b></p><p><b>I eventually closed my shop.</b></p><p><b>Liu Yun | 28-year-old snail rice noodle shop owner</b></p><p>Although I haven't been in the catering industry for more than half a year, when I learned that Meituan was under investigation for suspected \"choose one of two\" policies, I couldn't help but applaud when I recalled Meituan's initial crackdown on merchants opening dual platforms.</p><p>I joined the catering industry in mid-2019. As a native of Guangxi, I chose to open a snail rice noodle shop in a third-tier city in Guangdong for my first entrepreneurial venture. Although the small shop is not large, it has attracted many customers because I have put a lot of effort into the selection of ingredients and the soup base.</p><p>At that time, Meituan and Ele.me had already established themselves as the two dominant players in the local consumer market, and basically no catering business could avoid these two giants. Especially on the small street where I live, more than 80-90% of the shops have connected to food delivery platforms, so I need to connect to online platforms for promotion.</p><p>After I opened the store, salespeople from both food delivery platforms came to my door to invite me to join the platform. After comprehensively considering manpower issues, I launched the Meituan Waimai platform in the second half of 2019. I also considered Ele.me, but I knew from the beginning that I didn't have much energy to manage both platforms, so I chose the Meituan platform, which was chosen by most of the shops around me.</p><p>I coordinated all matters related to joining the platform with Meituan sales representatives. I remember the sales representatives gave me a commission ratio plan ranging from 18-25%. As a merchant, my first reaction was naturally to choose the lowest commission ratio. Correspondingly, the sales representatives told me that if I chose the lowest commission ratio, it would mean that I would not be able to join other food delivery platforms.</p><p>At first, I didn't care about the importance of this \"choose one of two\" option. I was mainly focused on running the restaurant business when I first started. Although online promotion was important, it wasn't my main option, so I didn't think about joining other platforms.</p><p><img src=\"https://static.tigerbbs.com/88e669a56dabe58fec3af67779067dc4\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>For a long time after joining the Meituan platform, my store's main profit was still offline, with only about thirty online takeout orders a day. When I was busy offline, I would stop placing online orders. However, the pandemic that occurred in early 2020 disrupted my business rhythm. After resuming offline work in April 2020, the store's daily turnover was basically zero. As a small shop, although the operating costs were not high, in order to reduce losses and make a living, I turned my attention to online food delivery.</p><p>After resuming work, the food delivery platform only handled a few orders a day, sometimes up to ten, but this made up for fixed expenses such as rent, utilities, and other expenses. At that time, I thought, since I wanted to focus my store operations online, why not also launch the Ele.me platform?</p><p>I immediately started preparing, inquiring about and compiling the information required to join Ele.me. However, shortly after I launched on the Ele.me platform, Meituan warned me that I had violated the \"exclusive agreement\" and ordered me to remove it from Ele.me. After I refused, Meituan started to trip me up. First, the store's delivery service was reduced, and then my participation in some Meituan activities was inexplicably frozen.</p><p>To resolve the issue, I communicated with a Meituan salesperson. To my surprise, when I contacted the Meituan salesperson, they simply told me that if I wanted to return to normal, I had to log off the Ele.me platform. They said that since I had chosen the lowest commission when I signed the contract, it meant I had to become an exclusive Meituan merchant.</p><p>After multiple negotiations with the salesperson without any results, I contacted Meituan customer service, but Meituan customer service kept shifting blame, saying things like, \"Let the salesperson's actions prevail, and they cannot interfere.\" Afterwards, a salesperson came to the door and said that the platform's commission rate would be increased to 25%.</p><p>I communicated with the salesperson about this again. I said that during the pandemic, Meituan had already said that it would support merchants, and it was not necessary that they would adjust the commission ratio because they did not accept the \"choose one of two\" policy. Furthermore, my store is just a small store with about ten orders a day, and it's not a top-ranked store, so the platform doesn't need to ban me. However, the salesperson remained unmoved. When he saw that I did not agree to log off from Ele.me, his words became quite harsh.</p><p>After that negotiation, my shop ranked lower and lower on Meituan, and it was even difficult to find the shop. Shortly after my online business was \"blocked\" due to a platform run, the store landlord wanted to sell the store due to cash flow problems. I had no choice but to close the store. At the same time, the catering industry was also not doing well. So after closing the store last September, I returned to my hometown to start a small business. Now I just hope that Meituan will be fined a large sum of money like Alibaba, so as to dampen the arrogance of large platforms.</p><p><b>Increasing the commission rate at the slightest disagreement</b></p><p><b>I can't escape Meituan's exclusive agreement.</b></p><p><b>One Class | 36-Year-Old Sichuan Restaurant Owner</b></p><p>I've been in the catering industry for almost 10 years. I've tried everything from hot pot, which doesn't require any technical skills, to refined Sichuan and Anhui cuisine. Although our turnover has been increasing over the years, our net profit has been decreasing. Especially after online platforms entered this market, the catering industry has become more and more competitive. It can be said that making money in this industry is becoming more and more difficult.</p><p>In 2018, I opened a Sichuan restaurant near the Hefei World Financial Center. There was a lot of foot traffic there, and there was a large market just for office workers to eat lunch.</p><p>After opening the shop, because I hired a skilled chef, the dishes tasted authentic, and the prices were affordable, my shop did well. Not long after, people from Meituan and Ele.me came to me and asked me to download their systems.</p><p>At that time, after being educated by Meituan, Dianping, Koubei, and Ele.me, the catering industry became increasingly reliant on such online platforms for ordering. So, we inevitably signed with Meituan. When we first signed up for Meituan, we also listed products on Ele.me and didn't sign an exclusive agreement with any of them. However, Meituan's commission rate for us was a bit high; others charged 18%, while we charged 20%.</p><p>At the time, Meituan offered greater discounts and attracted more customers, so we had no objection to this commission rate. Later, due to the many promotional activities launched, Meituan's traffic conversion rate had reached 50% of daily sales. It can be said that our store could no longer do without Meituan's online promotion, while Ele.me's traffic was much lower.</p><p><img src=\"https://static.tigerbbs.com/657071bd545339e8aa56d69a9ed8364e\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\">Photo provided by the interviewee</p><p>At this point, Meituan's salespeople repeatedly told me to stop cooperating with Ele.me and only cooperate with Meituan. His reasoning was that Meitu has a high market share and is backed by a powerful company, which will provide greater subsidies in the future. Furthermore, Meituan and Dianping are interconnected, which will make it easier to manage customer reviews. If we choose another company, they will stop cooperating with us.</p><p>At the time, I felt that this system was extremely unreasonable. After complaining to customer service, although my shop was not removed, my ranking dropped sharply. Later, Meituan informed me that the commission rate had been increased from 20% to 25%. At this point, I can't accept it anymore, because 20% is the limit we can accept, and it's also the watershed moment for businesses to make a profit.</p><p>What does 25% mean? It's equivalent to giving up all the profits from my entire food delivery business to Meituan. Based on my monthly turnover of around 200,000 yuan and a gross profit of 60%, I would have a gross profit of around 120,000 yuan. The total cost, including rent, labor, water, electricity, gas, staff dormitory, and marketing expenses, is about 80,000 yuan.</p><p>Of the 200,000 yuan in revenue, Meituan accounts for about 100,000 yuan. If it were a tip of about 20%, Meituan would receive 20,000 yuan in expenses. In this way, we would have a profit of 20,000 yuan per month. However, if Meituan's tips are increased to 25%, Meituan will receive 25,000 yuan. Our husband-and-wife shop will only have a little over 10,000 yuan left after more than a month of hard work. It's equivalent to us working hard for Meituan for a month.</p><p>So I made a decision to stop cooperating with Meituan and only cooperate with Ele.me. Unfortunately, Ele.me's market share in our city was too small, and the environment at the time was such that everyone relied on online traffic generation. If I did it purely offline, I would only be squeezed out by other restaurants. There was no other way. After working offline for two months, I obediently surrendered to Meituan and said goodbye to Ele.me.</p><p>However, in addition to promoting on Meituan, I also have official accounts on Douyin and Xiaohongshu, and I also do some daily marketing and promotion. What's pleasantly surprising is that Douyin's traffic is also very good, especially recently when Douyin restarted its local services business, providing a lot of support to merchants. They also find influencers to help merchants with free promotion and filming, which has allowed us to expand to a lot of new traffic. There is actually a certain cyclicality in Meituan's traffic, meaning that after a period of time, Meituan's traffic is difficult to convert. However, with Douyin's marketing, our traffic has become more stable.</p><p>If other platforms emerge later and can replace Meituan, we will not hesitate to abandon Meituan and choose other platforms, because Meituan's commission rate is just too harsh. However, in the short term, we still need to wait a certain amount of time.</p><p>If we use a popular term now, it means that the catering industry is also experiencing severe competition. Everyone was doing well before, but when Meituan came along, it seemed to expand everyone's living space, but in reality, it became even more difficult, and they received less money. The current catering industry is essentially about paying several rents, one offline rent and one online rent, and Meituan receives a considerable commission.</p><p><b>Being two-timing, let's talk about it once we're caught.</b></p><p><b>Awei | 32-year-old fast food restaurant owner in Beijing</b></p><p>I chose to leave the intriguing workplace, but starting my own business made me feel even more exhausted.</p><p>In the second half of 2020, I quit my job and opened a small fast food restaurant, not to make a lot of money, but just to live a more relaxed and comfortable life.</p><p>Fast food is chosen because of its low cost. You can open a shop in just a few square meters, without needing a chef, which is perfect for entrepreneurs like me who don't have much savings. According to the general trend in the industry, the majority of a fast food restaurant's revenue should be generated offline. However, due to limited start-up capital, I had to give up a good location when choosing a site, which inevitably made online my main business base.</p><p><img src=\"https://static.tigerbbs.com/8a676935b4bc986c0e4002d1d75f6513\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>From the beginning, I made up my mind that I wanted to join both Meituan and Ele.me platforms. The reason I am so certain is because I left the workplace once in 2019 and had the experience of partnering with others to start a business. Although it ended in failure, it also allowed me to experience the ability of the two major platforms, Meituan and Ele.me, to drive traffic to offline stores.</p><p>It was also at that time that I experienced Meituan's \"exclusive agreement\". So when I started my business this time, when the Meituan regional manager recommended \"Preferred Merchants\" to me, I knew that the previous \"exclusive agreement\" had just changed its \"guise\" and transformed into \"Preferred Merchants\", but the core condition of \"choosing one of two\" had not changed.</p><p>However, Meituan's lobbying efforts this time were not as strong as they were a year ago. A year ago, when we partnered with Meituan, the regional manager was very direct: \"We could only choose one of the two. Once we signed an exclusive agreement, we could no longer use Ele.me.\" In this conversation a year later, although the regional manager's meaning remained unchanged, his approach was much softer. He lobbied me step by step with various reasons such as \"high ranking\", \"order volume can be increased by half\", and \"low commission\" to make me a \"preferred merchant\".</p><p>I followed suit. On the one hand, I became Meituan's \"Preferred Merchant,\" and on the other hand, I wasn't left behind by Ele.me.</p><p>In fact, many businesses do this. It's not that we don't keep our promises, but that it's really difficult to run a small business, and besides, such \"unfair terms\" are unreasonable. Taking my fast food restaurant as an example, the store's daily turnover is more than 1,000 yuan, while the daily platform promotion fee is 200-300 yuan, and the labor, rent and utilities cost 800 yuan. Even if I join two platforms at the same time, I am still losing money every day. Labor, rent, utilities, and electricity are fixed costs, and promotion expenses cannot be reduced. If sales cannot increase in the early stages, it will be even more difficult to acquire customers online later. Left with no other option, we can only take an unconventional approach to minimize losses.</p><p>Even if they are still losing money, the changes in revenue are still significant after expanding their online business. Before entering the online platform, my fast food restaurant's daily turnover was only 200-300 yuan. After expanding its online business, its total online and offline turnover gradually increased, from four or five hundred yuan at the beginning to more than 1,000 yuan now.</p><p>I have a very honest colleague who honestly told Meituan that he had even joined Ele.me, but as a result, his \"Preferred Merchant\" status was revoked. His shop lost its recommendation advantage, but other merchants who also operated on two platforms insisted on the \"hidden rule.\" At lunchtime, the seven or eight ground-floor shops door to door were all \"yellow and blue\" and bustling with customers. Only his shop sporadically displayed a few touches of yellow. This forced the little sheep to become an old fox, and later he also learned to join two platforms.</p><p>As for the future, we can only take it one step at a time. If Meituan finds out, we will have to withdraw from the \"Preferred Merchant\" list. We would rather increase our promotion fees than give up another platform. I was still thinking of expanding the store into a chain store, but the problem is that I'm already losing money. When that time comes, it's hard to say how long I can last.</p><p><b>The first store signed an exclusive agreement</b></p><p><b>The second store decisively entered both platforms.</b></p><p><b>Da Mao | Small Bowl Vegetable Delivery Merchant</b></p><p>I was a witness to Meituan's \"choose one of two\" incident.</p><p>Three years ago, I joined a small bowl food delivery brand. The franchise fee, including site selection and initial labor investment, was about 100,000 yuan. At first, I joined both Ele.me and Meituan platforms. The franchise guide told me that if I operated it properly, I could break even and start making a profit in about 2-3 months.</p><p>The first two months of the business were a great start because the location was good, the food was delicious, and the variety of dishes was extensive, so the number of orders we received was increasing every day. Just as things were getting better and better, Meituan's business manager came to me and asked me to choose between Meituan and Ele.me. Furthermore, the other party threatened me that if I didn't make a choice, they would remove my shop from the shelves or move it to a remote location.</p><p>Because I was new to food delivery at the time, I was a little apprehensive about platforms and hoped they would recommend more of my stores, so I gritted my teeth and agreed. After I agreed, Meituan required me to sign an exclusive strategic cooperation agreement, requiring me to participate in Meituan's promotional activities unconditionally, and I agreed.</p><p><img src=\"https://static.tigerbbs.com/7a018e147080e6ed392a3dee01e97c9f\" tg-width=\"550\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>After closing the store on Ele.me, the number of orders received immediately dropped significantly. The original plan was to break even in 2-3 months, but it actually took four or five months to start making a profit. However, I've already made up my mind. I heard that those stores that didn't sign exclusive agreements with Meituan were really shut down for no reason.</p><p>Later, the voices of \"anti-monopoly\" grew louder and louder, and Meituan no longer dared to be openly \"domineering\". My shop has been running for more than two years, and it has gradually increased its revenue and reputation. So I plan to open another one in another commercial district. This time, when I opened a new store, Meituan's business manager didn't make me sign an exclusive agreement. He just told me the benefits of signing an exclusive agreement, such as lower commission points, and hoped that I could sign an exclusive agreement with Meituan.</p><p>In the past two years of working in the food delivery industry, I've noticed that many users are accustomed to choosing food delivery platforms. Although more people use Meituan, there are also quite a few Ele.me users, and many users are only used to using one platform. If I don't list my store on Ele.me, I will never be able to acquire these customers on the Ele.me platform. For this reason, I did not choose to sign an exclusive agreement this time, but instead added the new store to Ele.me.</p><p>Because I didn't sign an exclusive agreement, Meituan gave me a high commission, but compared to only working on Meituan's platform, even if the commission was increased, it was worth it.</p><p>Actually, operating on two platforms is more time-consuming, but I strongly resist being forced to stay on one platform. The choice of which platform to join or whether to join multiple platforms should be made by merchants based on their own needs, rather than making them cannon fodder for the platform's strong monopoly.</p>","source":"lsy1601869087353","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>Four people who experienced it firsthand recount: My experience with Meituan's \"choose one of two\" situation.</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\">\nFour people who experienced it firsthand recount: My experience with Meituan's \"choose one of two\" situation.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">燃次元</strong><span class=\"h-time small\">2021-04-27 15:30</span>\n</p>\n</h4>\n</header>\n<article>\n<p>By Zhu Xiaoyu and Feng Xiaoting</p><p>At 4:30 PM on April 26, the State Administration for Market Regulation announced on its official website that it had recently initiated an investigation into Meituan's suspected monopolistic practices, such as the \"choose one of two\" policy, based on a report.</p><p>Meituan's official Weibo account quickly responded, stating that today (April 26), Meituan received a notification from the State Administration for Market Regulation that it had launched an investigation into the company's suspected monopolistic practices. The company will actively cooperate with regulatory investigations, further improve its business compliance management level, protect the legitimate rights and interests of users and all parties, promote the long-term healthy development of the industry, and earnestly fulfill its social responsibilities. The company's various businesses are currently operating normally.</p><p>Wang Xing, the founder of Meituan, who usually likes to update his updates and comment on events on Fanfou, was very silent on this day.</p><p>This is another major move by the State Administration for Market Regulation after it announced a heavy fine against Alibaba on April 10.</p><p>On April 10, Alibaba was fined 18.228 billion yuan by the State Administration for Market Regulation. According to the administrative penalty decision issued by the State Administration for Market Regulation (hereinafter referred to as the \"Penalty Decision\"), Alibaba's main fault was to implement a \"choose one of two\" monopoly in China's online retail platform service market, which constituted an abuse of market dominance.</p><p>After Ali is heavily punished, who will be the next target of investigation? The capital market is most worried about Meituan. April 10th was a Saturday, and the stock market was closed. On April 12th, the first trading day after the announcement of the heavy penalty against Alibaba, Meituan's stock price plummeted by 5.03%, a much larger drop than the stock prices of companies such as Tencent, JD.com, and Pinduoduo.</p><p>On April 13, the third day after the State Administration for Market Regulation announced the results of its anti-monopoly investigation into Alibaba, the State Administration for Market Regulation, together with the Cyberspace Administration of China and the State Taxation Administration, convened an administrative guidance meeting for 34 Chinese internet companies, requiring them to give full play to the warning role of the Alibaba case and for each platform to conduct a comprehensive self-inspection and thoroughly rectify each item within one month. The rectification includes issues such as abusing market dominance, forcing the implementation of a \"choose one of two\" policy, implementing \"cherry-picking mergers and acquisitions\" and \"burning money\" to seize the community group buying market, implementing \"big data price discrimination,\" ignoring counterfeit and substandard products, information leakage, and committing tax-related violations.</p><p>On April 14, the Huai'an Intermediate People's Court of Jiangsu Province ruled on Meituan's unfair competition practices: Beijing Sankuai Technology Co., Ltd. (Meituan) will compensate Shanghai Lazhas Information Technology Co., Ltd. (Ele.me) 352,000 yuan.</p><p>Fast forward a little over a month (March 3), and the State Administration for Market Regulation announced administrative penalties for unfair pricing practices by five community group-buying companies: Chengxin Youxuan, Duoduo Maicai, Meituan Youxuan, Shihuituan, and Shixianghui. Among them, four community group-buying companies, namely Chengxin Youxuan, Duoduo Maicai, Meituan Youxuan, and Shihuituan, were each fined 1.5 million yuan, and Shixianghui was fined 500,000 yuan.</p><p>In the past two months, Meituan's stock price has been hit by frequent investigations or penalties, and its market value has evaporated by nearly HK$900 billion.</p><p>A legal professional told Ran Finance that the Anti-Monopoly Law regulates the abuse of market dominance by market dominants. \"This means that both the identity of the 'market dominant' and the abuse itself are indispensable in the definition of monopoly.\"</p><p>According to reports, Wang Xing mentioned in 2018 that Meituan's market share accounted for about 60% of the entire market. In the past two years, Meituan Waimai's market share has continued to rise. Last year, the Guangdong Provincial Catering Service Industry Association released data stating that Meituan Waimai had a market share of 60-90% in Guangdong's catering delivery market, forming a de facto monopoly.</p><p>Those who have long followed Meituan should remember that last February, catering associations in many places published articles criticizing Meituan's high commissions. For example, on February 21, 2020, the Nanchong Hot Pot Association sent an online letter to the local mayor's mailbox, reporting Meituan's alleged commission increases, monopolistic operations, and unfair competition during the pandemic.</p><p>In the local services sector, Meituan is undoubtedly the number one player. However, it is estimated that by 2024, the market size of local services will reach 2.8 trillion yuan, while Meituan's revenue in 2020 was only 114.79 billion yuan. In other words, this market has huge potential, and various giants have entered it one after another. Industry insiders say that in the past 10 years, local services has been one of the most competitive tracks.</p><p>A Nanjing-based food delivery chain told Ran Finance that Meituan and Ele.me used to offer preferential policies to encourage merchants to only join the Meituan or Ele.me single platform. “It used to be called exclusivity. For example, if you were exclusive on Meituan, you couldn’t open a store on Ele.me. Ele.me also had exclusivity, but all exclusivity was canceled a few months ago. Since the regulators started to crack down on monopolies, no one dares to mention exclusivity anymore.”</p><p>In an article titled \"Alibaba Severely Penalized, Meituan Plunges,\" published by Ran Finance, an insider at Meituan bluntly stated: \"The amount of the penalty imposed on Alibaba is not the key point. The key point is that in the past, anti-monopoly measures only imposed punitive measures, but now even incentive measures are no longer sufficient. Every giant is having a hard time. How will they organize promotions in the future?\"</p><p>Industry insiders say that unlike Alibaba, which places greater emphasis on merchants, Meituan has always placed greater emphasis on users. According to Wang Xing, Meituan is engaged in e-commerce that provides local services. The business model is that after Meituan communicates with merchants, it offers discounted products, which are then purchased by users and then consumed in offline stores. Meituan collects money from users and then purchases from merchants. Therefore, for Meituan, users and traffic are the most important things, while merchants are just suppliers and can be replaced at any time. \"This is also the fundamental reason why the relationship between merchants and Meituan is relatively tense.\"</p><p>During this investigation of Meituan, Ran Finance found four people who experienced Meituan's choice of two options. The following is their account of their experiences.</p><p><b>Refusing to \"choose one of two\" will lead to a bank run.</b></p><p><b>I eventually closed my shop.</b></p><p><b>Liu Yun | 28-year-old snail rice noodle shop owner</b></p><p>Although I haven't been in the catering industry for more than half a year, when I learned that Meituan was under investigation for suspected \"choose one of two\" policies, I couldn't help but applaud when I recalled Meituan's initial crackdown on merchants opening dual platforms.</p><p>I joined the catering industry in mid-2019. As a native of Guangxi, I chose to open a snail rice noodle shop in a third-tier city in Guangdong for my first entrepreneurial venture. Although the small shop is not large, it has attracted many customers because I have put a lot of effort into the selection of ingredients and the soup base.</p><p>At that time, Meituan and Ele.me had already established themselves as the two dominant players in the local consumer market, and basically no catering business could avoid these two giants. Especially on the small street where I live, more than 80-90% of the shops have connected to food delivery platforms, so I need to connect to online platforms for promotion.</p><p>After I opened the store, salespeople from both food delivery platforms came to my door to invite me to join the platform. After comprehensively considering manpower issues, I launched the Meituan Waimai platform in the second half of 2019. I also considered Ele.me, but I knew from the beginning that I didn't have much energy to manage both platforms, so I chose the Meituan platform, which was chosen by most of the shops around me.</p><p>I coordinated all matters related to joining the platform with Meituan sales representatives. I remember the sales representatives gave me a commission ratio plan ranging from 18-25%. As a merchant, my first reaction was naturally to choose the lowest commission ratio. Correspondingly, the sales representatives told me that if I chose the lowest commission ratio, it would mean that I would not be able to join other food delivery platforms.</p><p>At first, I didn't care about the importance of this \"choose one of two\" option. I was mainly focused on running the restaurant business when I first started. Although online promotion was important, it wasn't my main option, so I didn't think about joining other platforms.</p><p><img src=\"https://static.tigerbbs.com/88e669a56dabe58fec3af67779067dc4\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p>For a long time after joining the Meituan platform, my store's main profit was still offline, with only about thirty online takeout orders a day. When I was busy offline, I would stop placing online orders. However, the pandemic that occurred in early 2020 disrupted my business rhythm. After resuming offline work in April 2020, the store's daily turnover was basically zero. As a small shop, although the operating costs were not high, in order to reduce losses and make a living, I turned my attention to online food delivery.</p><p>After resuming work, the food delivery platform only handled a few orders a day, sometimes up to ten, but this made up for fixed expenses such as rent, utilities, and other expenses. At that time, I thought, since I wanted to focus my store operations online, why not also launch the Ele.me platform?</p><p>I immediately started preparing, inquiring about and compiling the information required to join Ele.me. However, shortly after I launched on the Ele.me platform, Meituan warned me that I had violated the \"exclusive agreement\" and ordered me to remove it from Ele.me. After I refused, Meituan started to trip me up. First, the store's delivery service was reduced, and then my participation in some Meituan activities was inexplicably frozen.</p><p>To resolve the issue, I communicated with a Meituan salesperson. To my surprise, when I contacted the Meituan salesperson, they simply told me that if I wanted to return to normal, I had to log off the Ele.me platform. They said that since I had chosen the lowest commission when I signed the contract, it meant I had to become an exclusive Meituan merchant.</p><p>After multiple negotiations with the salesperson without any results, I contacted Meituan customer service, but Meituan customer service kept shifting blame, saying things like, \"Let the salesperson's actions prevail, and they cannot interfere.\" Afterwards, a salesperson came to the door and said that the platform's commission rate would be increased to 25%.</p><p>I communicated with the salesperson about this again. I said that during the pandemic, Meituan had already said that it would support merchants, and it was not necessary that they would adjust the commission ratio because they did not accept the \"choose one of two\" policy. Furthermore, my store is just a small store with about ten orders a day, and it's not a top-ranked store, so the platform doesn't need to ban me. However, the salesperson remained unmoved. When he saw that I did not agree to log off from Ele.me, his words became quite harsh.</p><p>After that negotiation, my shop ranked lower and lower on Meituan, and it was even difficult to find the shop. Shortly after my online business was \"blocked\" due to a platform run, the store landlord wanted to sell the store due to cash flow problems. I had no choice but to close the store. At the same time, the catering industry was also not doing well. So after closing the store last September, I returned to my hometown to start a small business. Now I just hope that Meituan will be fined a large sum of money like Alibaba, so as to dampen the arrogance of large platforms.</p><p><b>Increasing the commission rate at the slightest disagreement</b></p><p><b>I can't escape Meituan's exclusive agreement.</b></p><p><b>One Class | 36-Year-Old Sichuan Restaurant Owner</b></p><p>I've been in the catering industry for almost 10 years. I've tried everything from hot pot, which doesn't require any technical skills, to refined Sichuan and Anhui cuisine. Although our turnover has been increasing over the years, our net profit has been decreasing. Especially after online platforms entered this market, the catering industry has become more and more competitive. It can be said that making money in this industry is becoming more and more difficult.</p><p>In 2018, I opened a Sichuan restaurant near the Hefei World Financial Center. There was a lot of foot traffic there, and there was a large market just for office workers to eat lunch.</p><p>After opening the shop, because I hired a skilled chef, the dishes tasted authentic, and the prices were affordable, my shop did well. Not long after, people from Meituan and Ele.me came to me and asked me to download their systems.</p><p>At that time, after being educated by Meituan, Dianping, Koubei, and Ele.me, the catering industry became increasingly reliant on such online platforms for ordering. So, we inevitably signed with Meituan. When we first signed up for Meituan, we also listed products on Ele.me and didn't sign an exclusive agreement with any of them. However, Meituan's commission rate for us was a bit high; others charged 18%, while we charged 20%.</p><p>At the time, Meituan offered greater discounts and attracted more customers, so we had no objection to this commission rate. Later, due to the many promotional activities launched, Meituan's traffic conversion rate had reached 50% of daily sales. It can be said that our store could no longer do without Meituan's online promotion, while Ele.me's traffic was much lower.</p><p><img src=\"https://static.tigerbbs.com/657071bd545339e8aa56d69a9ed8364e\" tg-width=\"550\" tg-height=\"412\" referrerpolicy=\"no-referrer\">Photo provided by the interviewee</p><p>At this point, Meituan's salespeople repeatedly told me to stop cooperating with Ele.me and only cooperate with Meituan. His reasoning was that Meitu has a high market share and is backed by a powerful company, which will provide greater subsidies in the future. Furthermore, Meituan and Dianping are interconnected, which will make it easier to manage customer reviews. If we choose another company, they will stop cooperating with us.</p><p>At the time, I felt that this system was extremely unreasonable. After complaining to customer service, although my shop was not removed, my ranking dropped sharply. Later, Meituan informed me that the commission rate had been increased from 20% to 25%. At this point, I can't accept it anymore, because 20% is the limit we can accept, and it's also the watershed moment for businesses to make a profit.</p><p>What does 25% mean? It's equivalent to giving up all the profits from my entire food delivery business to Meituan. Based on my monthly turnover of around 200,000 yuan and a gross profit of 60%, I would have a gross profit of around 120,000 yuan. The total cost, including rent, labor, water, electricity, gas, staff dormitory, and marketing expenses, is about 80,000 yuan.</p><p>Of the 200,000 yuan in revenue, Meituan accounts for about 100,000 yuan. If it were a tip of about 20%, Meituan would receive 20,000 yuan in expenses. In this way, we would have a profit of 20,000 yuan per month. However, if Meituan's tips are increased to 25%, Meituan will receive 25,000 yuan. Our husband-and-wife shop will only have a little over 10,000 yuan left after more than a month of hard work. It's equivalent to us working hard for Meituan for a month.</p><p>So I made a decision to stop cooperating with Meituan and only cooperate with Ele.me. Unfortunately, Ele.me's market share in our city was too small, and the environment at the time was such that everyone relied on online traffic generation. If I did it purely offline, I would only be squeezed out by other restaurants. There was no other way. After working offline for two months, I obediently surrendered to Meituan and said goodbye to Ele.me.</p><p>However, in addition to promoting on Meituan, I also have official accounts on Douyin and Xiaohongshu, and I also do some daily marketing and promotion. What's pleasantly surprising is that Douyin's traffic is also very good, especially recently when Douyin restarted its local services business, providing a lot of support to merchants. They also find influencers to help merchants with free promotion and filming, which has allowed us to expand to a lot of new traffic. There is actually a certain cyclicality in Meituan's traffic, meaning that after a period of time, Meituan's traffic is difficult to convert. However, with Douyin's marketing, our traffic has become more stable.</p><p>If other platforms emerge later and can replace Meituan, we will not hesitate to abandon Meituan and choose other platforms, because Meituan's commission rate is just too harsh. However, in the short term, we still need to wait a certain amount of time.</p><p>If we use a popular term now, it means that the catering industry is also experiencing severe competition. Everyone was doing well before, but when Meituan came along, it seemed to expand everyone's living space, but in reality, it became even more difficult, and they received less money. The current catering industry is essentially about paying several rents, one offline rent and one online rent, and Meituan receives a considerable commission.</p><p><b>Being two-timing, let's talk about it once we're caught.</b></p><p><b>Awei | 32-year-old fast food restaurant owner in Beijing</b></p><p>I chose to leave the intriguing workplace, but starting my own business made me feel even more exhausted.</p><p>In the second half of 2020, I quit my job and opened a small fast food restaurant, not to make a lot of money, but just to live a more relaxed and comfortable life.</p><p>Fast food is chosen because of its low cost. You can open a shop in just a few square meters, without needing a chef, which is perfect for entrepreneurs like me who don't have much savings. According to the general trend in the industry, the majority of a fast food restaurant's revenue should be generated offline. However, due to limited start-up capital, I had to give up a good location when choosing a site, which inevitably made online my main business base.</p><p><img src=\"https://static.tigerbbs.com/8a676935b4bc986c0e4002d1d75f6513\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>From the beginning, I made up my mind that I wanted to join both Meituan and Ele.me platforms. The reason I am so certain is because I left the workplace once in 2019 and had the experience of partnering with others to start a business. Although it ended in failure, it also allowed me to experience the ability of the two major platforms, Meituan and Ele.me, to drive traffic to offline stores.</p><p>It was also at that time that I experienced Meituan's \"exclusive agreement\". So when I started my business this time, when the Meituan regional manager recommended \"Preferred Merchants\" to me, I knew that the previous \"exclusive agreement\" had just changed its \"guise\" and transformed into \"Preferred Merchants\", but the core condition of \"choosing one of two\" had not changed.</p><p>However, Meituan's lobbying efforts this time were not as strong as they were a year ago. A year ago, when we partnered with Meituan, the regional manager was very direct: \"We could only choose one of the two. Once we signed an exclusive agreement, we could no longer use Ele.me.\" In this conversation a year later, although the regional manager's meaning remained unchanged, his approach was much softer. He lobbied me step by step with various reasons such as \"high ranking\", \"order volume can be increased by half\", and \"low commission\" to make me a \"preferred merchant\".</p><p>I followed suit. On the one hand, I became Meituan's \"Preferred Merchant,\" and on the other hand, I wasn't left behind by Ele.me.</p><p>In fact, many businesses do this. It's not that we don't keep our promises, but that it's really difficult to run a small business, and besides, such \"unfair terms\" are unreasonable. Taking my fast food restaurant as an example, the store's daily turnover is more than 1,000 yuan, while the daily platform promotion fee is 200-300 yuan, and the labor, rent and utilities cost 800 yuan. Even if I join two platforms at the same time, I am still losing money every day. Labor, rent, utilities, and electricity are fixed costs, and promotion expenses cannot be reduced. If sales cannot increase in the early stages, it will be even more difficult to acquire customers online later. Left with no other option, we can only take an unconventional approach to minimize losses.</p><p>Even if they are still losing money, the changes in revenue are still significant after expanding their online business. Before entering the online platform, my fast food restaurant's daily turnover was only 200-300 yuan. After expanding its online business, its total online and offline turnover gradually increased, from four or five hundred yuan at the beginning to more than 1,000 yuan now.</p><p>I have a very honest colleague who honestly told Meituan that he had even joined Ele.me, but as a result, his \"Preferred Merchant\" status was revoked. His shop lost its recommendation advantage, but other merchants who also operated on two platforms insisted on the \"hidden rule.\" At lunchtime, the seven or eight ground-floor shops door to door were all \"yellow and blue\" and bustling with customers. Only his shop sporadically displayed a few touches of yellow. This forced the little sheep to become an old fox, and later he also learned to join two platforms.</p><p>As for the future, we can only take it one step at a time. If Meituan finds out, we will have to withdraw from the \"Preferred Merchant\" list. We would rather increase our promotion fees than give up another platform. I was still thinking of expanding the store into a chain store, but the problem is that I'm already losing money. When that time comes, it's hard to say how long I can last.</p><p><b>The first store signed an exclusive agreement</b></p><p><b>The second store decisively entered both platforms.</b></p><p><b>Da Mao | Small Bowl Vegetable Delivery Merchant</b></p><p>I was a witness to Meituan's \"choose one of two\" incident.</p><p>Three years ago, I joined a small bowl food delivery brand. The franchise fee, including site selection and initial labor investment, was about 100,000 yuan. At first, I joined both Ele.me and Meituan platforms. The franchise guide told me that if I operated it properly, I could break even and start making a profit in about 2-3 months.</p><p>The first two months of the business were a great start because the location was good, the food was delicious, and the variety of dishes was extensive, so the number of orders we received was increasing every day. Just as things were getting better and better, Meituan's business manager came to me and asked me to choose between Meituan and Ele.me. Furthermore, the other party threatened me that if I didn't make a choice, they would remove my shop from the shelves or move it to a remote location.</p><p>Because I was new to food delivery at the time, I was a little apprehensive about platforms and hoped they would recommend more of my stores, so I gritted my teeth and agreed. After I agreed, Meituan required me to sign an exclusive strategic cooperation agreement, requiring me to participate in Meituan's promotional activities unconditionally, and I agreed.</p><p><img src=\"https://static.tigerbbs.com/7a018e147080e6ed392a3dee01e97c9f\" tg-width=\"550\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p><p>After closing the store on Ele.me, the number of orders received immediately dropped significantly. The original plan was to break even in 2-3 months, but it actually took four or five months to start making a profit. However, I've already made up my mind. I heard that those stores that didn't sign exclusive agreements with Meituan were really shut down for no reason.</p><p>Later, the voices of \"anti-monopoly\" grew louder and louder, and Meituan no longer dared to be openly \"domineering\". My shop has been running for more than two years, and it has gradually increased its revenue and reputation. So I plan to open another one in another commercial district. This time, when I opened a new store, Meituan's business manager didn't make me sign an exclusive agreement. He just told me the benefits of signing an exclusive agreement, such as lower commission points, and hoped that I could sign an exclusive agreement with Meituan.</p><p>In the past two years of working in the food delivery industry, I've noticed that many users are accustomed to choosing food delivery platforms. Although more people use Meituan, there are also quite a few Ele.me users, and many users are only used to using one platform. If I don't list my store on Ele.me, I will never be able to acquire these customers on the Ele.me platform. For this reason, I did not choose to sign an exclusive agreement this time, but instead added the new store to Ele.me.</p><p>Because I didn't sign an exclusive agreement, Meituan gave me a high commission, but compared to only working on Meituan's platform, even if the commission was increased, it was worth it.</p><p>Actually, operating on two platforms is more time-consuming, but I strongly resist being forced to stay on one platform. The choice of which platform to join or whether to join multiple platforms should be made by merchants based on their own needs, rather than making them cannon fodder for the platform's strong monopoly.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://finance.sina.com.cn/tech/csj/2021-04-27/doc-ikmxzfmk9209725.shtml\">燃次元</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac8ba300095aa1d7469e63485ef42d4c","relate_stocks":{"03690":"美团-W"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-04-27/doc-ikmxzfmk9209725.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130005982","content_text":"文/朱晓宇 冯晓亭\n4月26日16点30分，市场监管总局官网发文称，近日，国家市场监管总局根据举报，依法对美团实施“二选一”等涉嫌垄断行为立案调查。\n美团官方微博很快回应，称今日（4月26日），美团接到国家市场监管总局通知，依法对公司涉嫌垄断行为立案调查。公司将积极配合监管部门调查，进一步提升业务合规管理水平，保障用户以及各方主体合法权益，促进行业长期健康发展，切实履行社会责任。目前公司各项业务正常运行。\n以往喜欢在饭否上更新动态并评论事件的美团创始人王兴，这一天，很沉默。\n这也是国家市场监管总局在4月10日宣布重罚阿里之后的又一个大动作。\n4月10日，阿里巴巴被国家市场监管总局处以182.28亿元的反垄断罚款。从国家市场监管总局下发的行政处罚决定书（ 下称“处罚决定书” ）可以看出，阿里巴巴的主要过错是在中国境内网络零售平台服务市场实施“二选一”垄断行为，构成滥用市场支配地位。\n重罚阿里后，谁是下一个被调查的对象？资本市场最担忧的是美团。4月10日是周六，股市休市，等到4月12日，也就是重罚阿里消息公布后的第一个交易日，美团的股价就大跌5.03％，比腾讯、京东、拼多多等公司的股价跌幅都要大的多。\n4月13日，也就是国家市场监管总局公布对阿里反垄断调查结果的第三天，国家市场监管总局会同中央网信办、税务总局召集34家中国互联网公司召开行政指导会，要求充分发挥阿里案的警示作用，各平台限期一个月全面自检自查、逐项彻底整改。整改的内容包括滥用市场支配地位、强迫实施“二选一”、实施“掐尖并购”“烧钱”抢占社区团购市场、实施“大数据杀熟”、漠视假冒伪劣、信息泄露以及实施涉税违法行为等问题。\n4月14日，江苏省淮安市中级人民法院就美团不正当竞争行为作出判决：北京三快科技有限公司（美团）将向上海拉扎斯信息科技有限公司（饿了么）赔偿35.2万元。\n时间再往前推一个多月（3月3日），市场监管总局宣布，对橙心优选、多多买菜、美团优选、十荟团、食享会等五家社区团购企业不正当价格行为作出行政处罚。其中，对橙心优选、多多买菜、美团优选、十荟团等四家社区团购企业分别处以150万元罚款的行政处罚，对食享会处以50万元罚款的行政处罚。\n近2个月来，由于美团频频被调查或处罚，也让该公司股价受到了一定冲击，其市值已经蒸发近9000亿港元。\n一位法律从业者告诉燃财经，《反垄断法》是针对市场支配地位者的滥用市场支配地位行为进行规制，“这意味着‘市场支配地位者’的主体身份和滥用行为本身二者，在垄断界定上缺一不可。”\n据报道，王兴在2018年时就曾提到美团市场份额约占整个市场60%。近两年，美团外卖市场份额持续上升。去年，广东省餐饮服务行业协会发布数据称，美团外卖在广东餐饮外卖的市场份额高达60-90%，已经形成事实上的垄断地位。\n长期关注美团的人应该还记得，去年2月份，多地餐饮协会曾发文炮轰美团高佣金。比如，2020年2月21日，南充市火锅协会网上致信当地市长信箱，举报美团疫情期间涉嫌涨佣金、垄断经营及不正当竞争的行为。\n在本地生活领域，美团是当之无愧的头号玩家，但据测算，到2024年，本地生活的市场规模将达到2.8万亿元，而美团在2020年全年的营收仅为1147.9亿元，也就是说，这个市场空间巨大，各路巨头也纷纷杀入其中，业内人士称，近10年来，本地生活应该是厮杀最剧烈的赛道之一。\n南京的一家连锁外卖商家向燃财经表示，以前美团和饿了么都会推出一些优惠政策，鼓励商家只入驻美团或饿了么单一平台。“以前是叫独家，比如上美团独家，就不能去饿了么开店，饿了么也有独家，但是独家在几个月前就全部取消了，自从监管开始大举反垄断，就没人敢再提独家这个事了。”\n在燃财经发布的《重罚阿里，美团大跌》一文中，美团的一位内部人士直言：“对阿里的惩罚金额不是重点，重点是以前反垄断只罚惩罚性措施，现在鼓励性措施也不行了，家家巨头都不好过，以后还怎么搞活动？”\n业内人士表示，与阿里更重视商家不同，美团一直更重视用户。按王兴的说法，美团做的是本地服务的电子商务。商业模型是，美团与商家沟通后，提供打折的商品，然后由用户购买，再去线下商店消费。美团跟用户收钱，然后跟商家采购。所以，对于美团来说，用户和流量是最重要的，而商家，只是供应商，是可以随时替换的。“这也是商家与美团，关系会比较紧张的根本原因。”\n此次美团被调查，燃财经找到了4位美团二选一的亲历者，以下是他们讲述的自己的经历。\n拒绝“二选一”被挤兑\n我最终关了自己的小店\n刘芸 | 28岁 前螺蛳粉店铺商家\n虽然我不干餐饮行业已有大半年时间，但在得知美团因涉嫌“二选一”被立案调查时，我回想起美团当初打压开通双平台商家的行为，还是禁不住拍手称快。\n我是2019年中旬加入的餐饮行业，作为广西人的我，第一次创业便选择在广东一个三线小城市开一家螺蛳粉店。小店面积虽不大，但由于我在选料、汤底上还是下足了功夫，所以也还是吸引了不少客户。\n当时，本地生活市场中，美团和饿了么的两强格局已经成型，基本上做餐饮的商家都无法回避这两家餐饮行业的巨头。特别是我所在那条小街上，八九成以上店铺都接上了外卖平台，所以我更得要接入线上的平台做推广。\n开店之后，两家外卖平台的业务员都上门邀请过我入驻平台。在综合考虑人手问题后，我是在2019年下半年上线美团外卖平台，饿了么平台也不是没有想过，但是一开始我就明确知道自己没太多精力兼顾俩平台，所以就选择周围大部分店铺都选的美团平台。\n入驻平台各事项我是和美团业务员对接的，我还记得当初业务员给了我18-25%不等的抽成比例方案，作为商家我自然第一反应选择最低那档抽成，相应的，业务员告知我如果选择最低档抽成，也意味着我就不能入驻其他外卖平台。\n起初我并不在意这种“二选一”的重要性，主要是刚开始做餐饮只顾着经营，线上推广虽然重要吗，但并不是我操忙的主要选项，也就没想着入驻其他平台。\n\n入驻美团平台后很长一段时间，我的店铺主要盈利点还是在线下，每天只有三十多单线上外卖单，有事线下忙的时候我还会停止线上订单。但2020年初发生的疫情将我的经营节奏都给打乱了，2020年4月线下复工后，门店每天流水基本都为零，作为一家小店铺，虽然经营成本不算多，但是出于减少损失维持生计考虑，我将目光放在了线上外卖。\n复工后，外卖平台上的量一天也只有几单，多的时候才有上十单，但算弥补了房租水电等固定支出。我那时候就想，我既然要将店铺经营重心放在线上，那么何不也将饿了么平台开通了呢？\n我立马着手准备了，询问并整理了入驻饿了么的资料内容。但上线饿了么平台不久，美团这边就告诫我违反了“独家协议”，并勒令我从饿了么下架，我拒绝之后美团开始给我使绊子，先是店铺派送配送收缩，然后还有就是参加美团一些活动被莫名冻结。\n为了将问题得到解决，我和美团业务员进行了沟通，没想到的是，和美团业务员进行联系时，对方只是告知我，要想恢复正常，那就从饿了么平台下线，说当初签约时候既然选择最低档抽成那就意味着要成为美团独家商家。\n和业务员进行多次交涉仍未有任何结果后，我与美团客服进行了联系，而美团客服也在一味甩锅，言语间都在说，“以业务员操作为准，他们无法干涉之类的”。之后，业务员上门表示，将平台的抽成比例要涨到25%。\n我和业务员对此再次进行沟通，我说原本疫情期间，美团就说要扶持商家，不见得有因为不服从“二选一”而要调整抽成比例的；再者，我的店铺只是一个每天十单左右的小店铺，又不是排名靠前的门店，平台没必要对我进行封杀。但是业务员仍然无动于衷，见我不同意下线饿了么，言语就比较激烈。\n那次交涉后，我的店铺更是在美团上排名越发靠后，甚至店铺也很难找到。线上生意因平台挤兑遭到“封锁”后不久，门店房东因为资金周转不灵要将店铺出售，无奈我只好关店，同时餐饮业行情也不好，于是在去年9月份关店后，我便回了老家干点小生意。现在我只希望美团像阿里巴巴一样被罚一大笔钱，也好挫挫大平台的锐气。\n一言不合就提高抽佣比例\n美团的独家协议我逃不掉\n一堂｜36岁 川菜店老板\n我在餐饮行业做了快10年了，从不需要技术含量的火锅，到精细秘方的川菜、徽菜烹饪，我都尝试过，虽然这些年的营业额都在上升，但是我们的净利润反而越来越少，尤其是线上平台挤入这个赛道后，让餐饮行业越来越内卷了，可以说这个行业的钱是越来越难挣。\n2018年，我在合肥环球金融中心附近开了一家川菜馆，那里人流量多，仅是上班族中午吃饭，就有很大的市场。\n开店之后，因为请到手艺不错的大厨，菜品味道正宗，价格实惠，我的店生意就不错。没多久，美团和饿了么的人都找过来让我下载他们的系统。\n当时，餐饮行业经历过美团、大众点评、口碑和饿了么的教育以后，消费者越来越依赖这样的线上平台点单。于是，我们也不可避免地签了美团。刚开始签到美团的时候，我们也有在饿了么上架商品，并没有与任何一家签订独家协议，但是美团对我们的抽佣比例有点高，别人是18%，我们是20%。\n当时，美团给出的优惠力度更大，从美团来的顾客更多，所以我们对于这个抽佣比例也没有异议。到了后面，由于推出的优惠活动很多，美团的流量转化率已经达到日流水的50%，可以说我们店已经离不开美团的线上推广了，而饿了么的流量就相较而言少很多。\n图/受访者提供\n这个时候，美团的业务员再三向我表示，要我们停了和饿了么的合作，只和他们美团合作。他给我的理由是，美图的市场占有率高，背靠大树，以后的补贴力度会更大，并且美团和大众点评是互通联动，在顾客口碑的管理上会更加方便，而如果选择了其他家，他们家就会停止与我们的合作。\n当时我觉得这个制度极其不合理，在跟客服投诉了一圈之后，虽然没有下架我的商铺，但是我的排名直线下降。到了后期，美团方面通知我说，抽佣比例已经从20%提到了25%。到了这一步我就无法接受了，因为20%是我们能接受的极限，也是商家盈利的分水岭。\n25%这是什么概念，相当于我的整个外卖业务的全部利润都让给了美团。以我每月20万元左右的营业额，按60%的毛利计算，会有12万左右的毛利。租金、人工、水电气、员工宿舍、营销费用等加起来一共有8万元左右。\n20万元的营业额中美团约有10万元，如果是20%左右的提点，给到美团的就是2万元的支出，这样算下来，我们自己每月会有2万元的利润；但如果美团的提点提升到25%，给到美团的就是2.5万元，我们夫妻店忙活一个多月就只剩一万多元，相当于我们辛辛苦苦干一个月，是给美团打工了。\n于是，我做了一个决定，就是停止了与美团的合作，只跟饿了么合作。但是奈何我们这个城市饿了么的市场份额太少，而且当时的环境就是，大家都依靠线上导流，我做纯线下只会被其他餐饮店给挤死。没办法，自己在线下倒腾了两个月后，我又乖乖地向美团缴械投降，告别饿了么。\n但是在美团做推广之余，我还在抖音和小红书上开通了官方号，也会做一些日常的营销推广。比较惊喜的是，抖音的流量也很好，尤其是最近抖音开始重启本地生活业务，给商家做了大量的扶持，也会找达人帮助商家免费推广和拍摄，我们也能拓展到了很多新流量。在美团的流量中，其实会存在一定的周期性，就是会间隔一段时间，美团的流量就难以得到转化，而有了抖音的营销以后，我们的流量就变得更加稳定了。\n如果后期，有其他的平台起来了，能替代掉美团，那么我们会毫不犹豫地抛弃掉美团，选择其他平台，因为美团的抽佣比例实在太狠了。但是短时间来看，还需要一定的等待机会。\n现在如果用一个比较流行的词来说，就是餐饮行业也在严重内卷。本来大家都活得好好的，结果美团一来，表面上让大家的生存空间变大了，实际上也是更难了，到手的钱也更少了。现在的餐饮行业相当于是交好几份租，线下一份租金和线上一份租金，美团收的抽佣份额并不少。\n脚踏两只船，被查到了再说\n阿伟 | 32岁 快餐店老板 北京\n我选择离开勾心斗角的职场，创业却让我感觉心更累。\n2020年下半年，我裸辞创业，开了一家小小的快餐店，不为挣什么大钱，只为能活得轻松自在些。\n选择快餐是因为成本低。几平米就能开家店，不需要厨师，非常适合我这种没有太多积蓄的创业者。按行业的普遍规律来说，快餐店流水的大头应该在线下，但因为启动资金少，我在选址上不得不放弃好位置，这就导致线上势必成为我的主要经营阵地。\n\n一开始我就打定主意，美团和饿了么两个平台我都要进。之所以如此笃定，是因为我在2019年就逃离过一次职场，有过与别人合伙创业的经历，虽然以失败告终，但也让我领教了美团和饿了么两大平台为线下门店导流的能力。\n也是在那个时候，我领教了美团的“独家协议”，所以这次创业，面对美团区域经理跟我安利“优选商家”时，我就知道以前的“独家协议”只是换了个“马甲”，摇身一变成了“优选商家”，只是“二选一”的核心条件没有变。\n只不过，这一次美团的游说倒没有一年前那么强势。一年前，我们跟美团合作的时候，区域经理非常直接，“只能二选一，签了独家协议就不能再用饿了么”。而一年后的这场对谈中，区域经理表达的意思虽然没有变，但方式缓和了很多，以“排名靠前”、“订单量能提高一半”、“抽成少”等种种理由一步步游说，让我成为“优选商家”。\n我也将计就计，这边，我成了美团的“优选商家”，那边，饿了么我也不落下。\n其实很多商家都是这么干的，不是我们不守信，而是小本生意真的很难做，况且这样的“霸王条款”本身就不合理。以我的快餐店为例，店铺每天的营业额是1000多元，而每天的平台推广费是200-300元，人工房租水电费要800元，即使同时入驻两个平台，我每天还是在亏钱。人工房租水电是固定成本，推广费又不能减，前期销量冲不上去，后期线上获客会更难，无奈之下我们只能剑走偏锋，只为亏得少点。\n即使还在亏钱，线上业务拓展后，营业额的变化还是显著的。没进驻线上平台前，我的快餐店每天的营业额只有200-300元，扩展了线上业务后，线上线下的营业总额逐步提升，从一开始的四五百到现在能达到1000多元。\n我有个很实在的同行，实打实地跟美团说自己还上了饿了么，结果被取消了“优选商家”的资格。他的店没了推荐优势，但同样脚踏两个平台的其他商家却坚持“隐秘的规则”，到了饭点儿，门挨门的七八家底商，别人家都是“黄蓝相间”，门庭若市，只有他的店零星出现几抹黄色。这就是逼着小绵羊变成老狐狸，后来他也学会了入驻两家平台。\n至于以后，我们也只能走一步看一步了，要是被美团查出来的话，那只能退出“优选商家”，宁可增加推广费，也不能舍掉另外一个平台。我还想着把店做大，做成连锁店，但问题是，现在我都已经是亏损的状态了，真到了那个时候，能坚持到哪一天真就说不准了。\n第一家店签了独家协议\n第二家店果断入驻双平台\n大毛 | 小碗菜外卖商户\n我是美团“二选一”事件的亲历者。\n三年前，我加盟了某个小碗菜外卖品牌，加盟费加上选址、前期人工投入，差不多10万元左右，最开始饿了么和美团两家平台我都入驻了，加盟指导的人告诉我，运营得当的话，差不多2-3个月就能回本开始盈利。\n刚做的头两个月算是开门红，因为选址不错，加上口味好、菜样也丰富，接到的单量每天都在增多。眼看着势头越来越好的时候，美团的业务经理就找上来了，让我在美团和饿了么之间二选一。并且，对方还威胁我，如果不做出选择，就要把我的店铺下架，或者把定位迁到偏远的地方。\n因为当时刚做外卖，心里对平台有些畏惧，还指望平台能多推荐我的店呢，于是我咬牙同意了。同意以后，美团要求我签署了一份独家合作的战略协议，要求我无条件参与美团的促销活动，我也同意了。\n\n关掉饿了么上的店以后，平日里的接单量立刻下降了不少，原计划2-3个月回本，实际上做到第四五个月才开始盈利。不过我已经算好的了，听说没和美团签独家协议的那些店，真的被无理由关闭了。\n后来，“反垄断”的声音越来越大，美团不敢明目张胆的“霸道”了。我的店做了两年多，慢慢把收入和口碑也做上来了，于是我又计划着在另外一个商区再开一家。这次开新店，美团的业务经理没有让我必须签独家了，只是告诉我签独家会有哪些好处，例如扣点少一些，希望我能够和美团签独家。\n做外卖这两年，我发现很多用户在选择外卖平台上是习惯的，虽然用美团的人多一点，但是饿了么的用户也不少，而且很多用户只习惯用一个平台，如果我不把店入驻进饿了么，就会一直获取不到饿了么平台上的这部分顾客。出于这样的考量，这次我没有选择签独家协议，还是将新店入驻进了饿了么。\n由于没有签独家协议，美团给我的扣点很高，但相比只在美团一家平台做，即使是提高了扣点，也是值得的。\n其实双平台运营更费精力，但是我很抗拒被强制要求留在某一个平台，选择入驻哪个平台或者入驻多平台，应该是商家出于自己的需求做出抉择，而不是让商家沦为平台强垄断的炮灰。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":5471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":376293479,"gmtCreate":1619128831591,"gmtModify":1704719953329,"author":{"id":"3567976866742592","authorId":"3567976866742592","name":"牛牛火龙","avatar":"https://static.tigerbbs.com/8a938bb8bfa1113447917df6a83cbedd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567976866742592","authorIdStr":"3567976866742592"},"themes":[],"title":"","htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/376293479","repostId":"1118443658","repostType":4,"repost":{"id":"1118443658","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619098376,"share":"https://ttm.financial/m/news/1118443658?lang=en_US&edition=fundamental","pubTime":"2021-04-22 21:32","market":"us","language":"zh","title":"Opening: Credit Suisse fell more than 4%, while TAL Education Group rose nearly 3%.","url":"https://stock-news.laohu8.com/highlight/detail?id=1118443658","media":"老虎资讯综合","summary":"4月22日，美国股市三大指数开盘涨跌不一，道指跌0.14%，纳指涨0.02%，标普500指数跌0.11%。瑞士信贷跌超4%，公司第一季度盈转亏，预计第二季度因爆仓事件损失6亿瑞郎。Nikola涨超7%","content":"<p>On April 22, the three major U.S. stock indexes opened mixed, with the Dow Jones Industrial Average down 0.14%, the Nasdaq Composite up 0.02%, and the S&P 500 down 0.11%.</p><p><img src=\"https://static.tigerbbs.com/1454ade1e604080932ae908c8c942eff\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>The company fell more than 4%, turning from profit to loss in the first quarter, and expects to lose 600 million Swiss francs in the second quarter due to the margin call incident.</p><p>Nikola rose more than 7% after previously announcing a partnership with<a href=\"https://laohu8.com/S/TA\">Travel Centers of America</a>(TA.O) signed a hydrogen fuel agreement.</p><p><a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose nearly 3%, with fiscal year 2021 revenue exceeding market expectations.</p><p>AT&T shares rose 3.66% to $31.21. AT&T reportedly released its first-quarter 2021 results, showing revenue of $43.939 billion, a 2.7% increase compared to $42.779 billion in the same period last year. Net profit was $7.942 billion, compared with $4.963 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/UXIN\">Uxin</a>Used car stocks rose 13.27% to $1.45. On April 21,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Group (09618) and Uxin Group announced the launch of a strategic cooperation at JD.com headquarters. The two parties will carry out comprehensive and in-depth cooperation in areas such as data, technology, used car testing standards and supply chain integration to optimize the used car purchasing environment and usher in a new era of digital used car retail. Uxin announced that it will launch its own online used car store through the JD.com e-commerce platform.</p><p><a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Shares rose 1.09% to $13.92 in early trading. Canaan Technologies announced today that it has signed a contract with Mawson Infrastructure Group Inc. (hereinafter referred to as “Mawson”), a global digital Infrastructure provider, to supply it with 11,760 Bitcoin mining machines. Under the agreement, Canaan Technology will ship and install A1246 ASIC Avalon mining rigs for Mawson throughout 2021, adding 1.05EH of computing power to its global mining operations.</p>","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>Opening: Credit Suisse fell more than 4%, while TAL Education Group rose nearly 3%.</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\">\nOpening: Credit Suisse fell more than 4%, while TAL Education Group rose nearly 3%.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-22 21:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On April 22, the three major U.S. stock indexes opened mixed, with the Dow Jones Industrial Average down 0.14%, the Nasdaq Composite up 0.02%, and the S&P 500 down 0.11%.</p><p><img src=\"https://static.tigerbbs.com/1454ade1e604080932ae908c8c942eff\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>The company fell more than 4%, turning from profit to loss in the first quarter, and expects to lose 600 million Swiss francs in the second quarter due to the margin call incident.</p><p>Nikola rose more than 7% after previously announcing a partnership with<a href=\"https://laohu8.com/S/TA\">Travel Centers of America</a>(TA.O) signed a hydrogen fuel agreement.</p><p><a href=\"https://laohu8.com/S/TAL\">TAL Education Group</a>It rose nearly 3%, with fiscal year 2021 revenue exceeding market expectations.</p><p>AT&T shares rose 3.66% to $31.21. AT&T reportedly released its first-quarter 2021 results, showing revenue of $43.939 billion, a 2.7% increase compared to $42.779 billion in the same period last year. Net profit was $7.942 billion, compared with $4.963 billion in the same period last year.</p><p><a href=\"https://laohu8.com/S/UXIN\">Uxin</a>Used car stocks rose 13.27% to $1.45. On April 21,<a href=\"https://laohu8.com/S/JD\">JD.com</a>Group (09618) and Uxin Group announced the launch of a strategic cooperation at JD.com headquarters. The two parties will carry out comprehensive and in-depth cooperation in areas such as data, technology, used car testing standards and supply chain integration to optimize the used car purchasing environment and usher in a new era of digital used car retail. Uxin announced that it will launch its own online used car store through the JD.com e-commerce platform.</p><p><a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Shares rose 1.09% to $13.92 in early trading. Canaan Technologies announced today that it has signed a contract with Mawson Infrastructure Group Inc. (hereinafter referred to as “Mawson”), a global digital Infrastructure provider, to supply it with 11,760 Bitcoin mining machines. Under the agreement, Canaan Technology will ship and install A1246 ASIC Avalon mining rigs for Mawson throughout 2021, adding 1.05EH of computing power to its global mining operations.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".IXIC":"NASDAQ Composite","TAL":"好未来",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118443658","content_text":"4月22日，美国股市三大指数开盘涨跌不一，道指跌0.14%，纳指涨0.02%，标普500指数跌0.11%。瑞士信贷跌超4%，公司第一季度盈转亏，预计第二季度因爆仓事件损失6亿瑞郎。Nikola涨超7%，此前宣布与TravelCenters of America (TA.O)签订氢燃料协议。好未来涨近3%，2021财年营收好于市场预期。AT&T股价涨3.66%，报31.21美元。据悉，AT&T公布了2021年第一季度业绩，数据显示，该公司Q1营收439.39亿美元，较上年同期427.79亿美元增长2.7%;净利润79.42亿美元，上年同期为49.63亿美元。优信二手车股价涨13.27%，报1.45美元。4月21日，京东集团(09618)与优信集团在京东总部宣布启动战略合作，双方将在数据、技术、二手车检测标准以及供应链整合等方面展开全面、深入合作，优化二手车购买环境，开启二手车零售数字化新时代。优信表示将通过京东电商平台推出二手车自营网店。嘉楠科技盘初股价涨1.09%，报13.92美元。嘉楠科技于今日宣布，已与全球数字基础设施提供商Mawson Infrastructure Group Inc.(以下简称“Mawson”)签订了一项合同，向其提供11760台比特币挖矿机。根据协议，嘉楠科技将在2021年全年运输和安装用于Mawson的A1246 ASIC阿瓦隆矿机，为其全球挖矿业务增加1.05EH算力。","news_type":1,"symbols_score_info":{"TAL":0.9,".SPX":0.9,"CS":0.9,".IXIC":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":371515877,"gmtCreate":1618960663999,"gmtModify":1704717407359,"author":{"id":"3567976866742592","authorId":"3567976866742592","name":"牛牛火龙","avatar":"https://static.tigerbbs.com/8a938bb8bfa1113447917df6a83cbedd","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567976866742592","authorIdStr":"3567976866742592"},"themes":[],"title":"","htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/371515877","repostId":"2128841545","repostType":4,"repost":{"id":"2128841545","kind":"news","pubTimestamp":1618928147,"share":"https://ttm.financial/m/news/2128841545?lang=en_US&edition=fundamental","pubTime":"2021-04-20 22:15","market":"us","language":"zh","title":"Musk will become the first trillionaire, and SpaceX's future is no less than Tesla's.","url":"https://stock-news.laohu8.com/highlight/detail?id=2128841545","media":"腾讯美股","summary":"“马斯克也许是这个世界上最优秀的工程师。”亿万富翁、资产经理人巴伦（Ron Baron）评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将","content":"<p>“Musk is probably the best engineer in the world,” billionaire asset manager Ron Baron commented. “I estimate he will become the world’s first trillionaire.” Even though he has already sold some…<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In stocks, one of Barron's largest funds still allocates 41% of its funds to the stocks of electric vehicle giants, and he himself has almost become the world's number one Tesla bull. At the same time, Barron's own net worth has also increased significantly, almost doubling since March 2020.</p><p><img src=\"https://static.tigerbbs.com/98012af433f60c243519cfe411fffbf2\" tg-width=\"1080\" tg-height=\"737\" referrerpolicy=\"no-referrer\"></p><p>Sometimes, when people talk about making money investing in Tesla stock, they think it's only the preserve of millennials (equivalent to those born in the 1980s plus 1990s) or retail Robinhood investors, but is that really the case? Billionaire asset manager Ron Baron and his many retired clients will tell you that this is absolutely not the case. Although these elderly people don't watch short videos much or use the latest conference call systems to work from home, they are not outdated—one of the main contributors to Barron's mutual funds' ability to provide them with an average annual return of 38% over the past five years is its heavy holding in Tesla.</p><p>Even after selling some Tesla stock, one of Barron's largest funds still allocates 41% of its funds to the stock of the electric vehicle giant, and he himself has almost become the world's number one Tesla bull. At the same time, Barron's own net worth has also increased significantly, almost doubling since March 2020.</p><p>Barron manages a total of seventeen funds, two of which are heavily invested in Tesla stock. For example, the $7.3 billion Baron Partners fund, managed by him and his son Michael Baron, returned nearly 150% last year. By the end of 2020, 47% of the fund's investments were concentrated in Tesla stock. Even though they realized some of their gains at the beginning of this year, the stock still accounted for as much as 41% of the fund as of the end of March.</p><p>The Baron Focused Growth fund, managed by Baron and another son, David Baron, has assets of $671 million and returned 122% last year. Tesla stock accounted for 39% of the fund's total assets at the end of 2020 and 32% at the end of the first quarter.</p><p>“Tesla is the most important investment of my career,” Barron said.</p><p>By the end of 2020, Barron's family had become Tesla's twelfth-largest shareholder. Among Tesla's top 50 institutional investors, the Barron's family accounts for the largest proportion of the stock's total portfolio, reaching 12%. In addition, notable major shareholders include Scotland's Baillie Gifford, who allocates 11% of her portfolio to Tesla stock, and Cathie Wood's ARK Invest, where Tesla accounts for 8.3% of her total portfolio.</p><p>Barron explained that he began building his position in Tesla stock in 2014, when the company had only been public for four years. In 2016, he further increased his holdings in Tesla, with a total investment of $387 million. After factoring in stock splits, the average cost was $43 per share. Since then, he has not added to his position. As Tesla's stock soared, reaching $750 per share by the end of last week, his clients naturally reaped substantial returns.</p><p>While the funds he managed performed brilliantly because of Tesla, Barron's own wealth also soared. According to Forbes estimates, Barron's net worth was $2.3 billion in March 2020 and has now reached $4.5 billion, largely thanks to Tesla stock, which has exploded by 728% in the past twelve months.</p><p>However, so far in 2021, the situation seems to be somewhat less than ideal. Although US stocks have had a good start overall, with investors becoming increasingly optimistic about the prospects for economic restart and recovery, and the market continuing to hit new highs, the pandemic has not truly passed and remains a worrying issue, while the fear of a sharp rise in inflation in the future is growing day by day.</p><p>After rising more than sevenfold last year, Tesla's stock price struggled in 2021, falling 8.5% in the first quarter alone. During the same period, the performance of Baron Partners and Baron Focused Growth funds was naturally dragged down, with quarterly returns of -0.44% and 0.02% respectively, far behind the 8% of the S&P 500 index.</p><p>However, the 78-year-old Barron is not concerned about this, as confident as ever and optimistic about the market prospects. “I believe in the long term,” he said. “I’m an optimist.”</p><p>This highly respected and renowned buy-and-hold investor founded his own investment management firm, Baron Capital, in 1982, with initial assets of just $10 million. In the decades that followed, his investments continued to perform strongly, especially in the 1990s and 2000s, when Barron's name became increasingly well-known thanks to his continued success in investing in small growth companies. Currently, his Baron Funds family manages approximately $52 billion in assets. These funds are really expensive: Baron Partners has an annual operating expense ratio of 2.22%, and Baron Focused Growth has an annual operating expense ratio of 1.35%. However, Barron's stock picking skills are indeed worth the price.</p><p>While many investors are now trying to predict how the US economy will develop, what policies Biden will release, or how interest rates will change, Barron's mind is completely different. He still insists on his seemingly tedious but effective methods. Barron's firm focuses on finding high-growth companies with long-term competitive advantages. \"Our expectation when we invested was that the value of this investment would double every five years in the future.\"</p><p>From this perspective, Tesla can be said to be the stock that best suits Barron's needs. This is certainly inseparable from its CEO Elon Musk, whose net worth is close to $180 billion, according to Forbes. “He might be the best engineer in the world,” Barron commented on Musk. “I estimate he will become the world’s first trillionaire.”</p><p>Before the coronavirus pandemic, Barron's hosted a grand party for investors and media every year in Manhattan, featuring top artists such as Faith Hill, Tim McGraw, and Jon Bon Jovi. Like many of Barron's fund clients, many of these investors are retired and have barely invested since the 1990s. It is completely unexpected that these people would end up so optimistic about a rising electric vehicle company and a CEO whose comments have always been accompanied by controversy.</p><p>In early March, Barron announced that his company had sold 1.9 million Tesla shares in the six months ending in February 2021, at an average price of $629.40. He did this to help his clients \"mitigate risk,\" because the stock already accounted for too much of their portfolio. Another reason for doing this is that Baron Partners uses leverage, and the proceeds from selling these shares can be used to pay off debts.</p><p>However, Barron's long-term bullish stance on Tesla remains unwavering. He still firmly believes that Tesla's stock price will rise to $2,000 within the next decade, which is nearly three times what it is now.</p><p>Barron said that although many people still call him \"Tesla Boy,\" he is actually very interested in SpaceX, Musk's rocket company that has not yet gone public. \"The company's eventual size could very well be comparable to Tesla's.\" Barron predicts that the investment in the company will yield a return of thirty or even fifty times over the next decade.</p><p>Currently, Barron's company has invested hundreds of millions of dollars in Musk's rocket company, which just completed a round of financing in February this year, bringing its valuation to $74 billion. Barron is particularly excited about the company's upcoming satellite broadband service, Starlink, which he believes will generate hundreds of billions in revenue in the future.</p><p>\"I really hope that in a few years, people will call me 'SpaceX Kid'.\"</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>Musk will become the first trillionaire, and SpaceX's future is no less than Tesla's.</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\">\nMusk will become the first trillionaire, and SpaceX's future is no less than Tesla's.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯美股</strong><span class=\"h-time small\">2021-04-20 22:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>“Musk is probably the best engineer in the world,” billionaire asset manager Ron Baron commented. “I estimate he will become the world’s first trillionaire.” Even though he has already sold some…<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>In stocks, one of Barron's largest funds still allocates 41% of its funds to the stocks of electric vehicle giants, and he himself has almost become the world's number one Tesla bull. At the same time, Barron's own net worth has also increased significantly, almost doubling since March 2020.</p><p><img src=\"https://static.tigerbbs.com/98012af433f60c243519cfe411fffbf2\" tg-width=\"1080\" tg-height=\"737\" referrerpolicy=\"no-referrer\"></p><p>Sometimes, when people talk about making money investing in Tesla stock, they think it's only the preserve of millennials (equivalent to those born in the 1980s plus 1990s) or retail Robinhood investors, but is that really the case? Billionaire asset manager Ron Baron and his many retired clients will tell you that this is absolutely not the case. Although these elderly people don't watch short videos much or use the latest conference call systems to work from home, they are not outdated—one of the main contributors to Barron's mutual funds' ability to provide them with an average annual return of 38% over the past five years is its heavy holding in Tesla.</p><p>Even after selling some Tesla stock, one of Barron's largest funds still allocates 41% of its funds to the stock of the electric vehicle giant, and he himself has almost become the world's number one Tesla bull. At the same time, Barron's own net worth has also increased significantly, almost doubling since March 2020.</p><p>Barron manages a total of seventeen funds, two of which are heavily invested in Tesla stock. For example, the $7.3 billion Baron Partners fund, managed by him and his son Michael Baron, returned nearly 150% last year. By the end of 2020, 47% of the fund's investments were concentrated in Tesla stock. Even though they realized some of their gains at the beginning of this year, the stock still accounted for as much as 41% of the fund as of the end of March.</p><p>The Baron Focused Growth fund, managed by Baron and another son, David Baron, has assets of $671 million and returned 122% last year. Tesla stock accounted for 39% of the fund's total assets at the end of 2020 and 32% at the end of the first quarter.</p><p>“Tesla is the most important investment of my career,” Barron said.</p><p>By the end of 2020, Barron's family had become Tesla's twelfth-largest shareholder. Among Tesla's top 50 institutional investors, the Barron's family accounts for the largest proportion of the stock's total portfolio, reaching 12%. In addition, notable major shareholders include Scotland's Baillie Gifford, who allocates 11% of her portfolio to Tesla stock, and Cathie Wood's ARK Invest, where Tesla accounts for 8.3% of her total portfolio.</p><p>Barron explained that he began building his position in Tesla stock in 2014, when the company had only been public for four years. In 2016, he further increased his holdings in Tesla, with a total investment of $387 million. After factoring in stock splits, the average cost was $43 per share. Since then, he has not added to his position. As Tesla's stock soared, reaching $750 per share by the end of last week, his clients naturally reaped substantial returns.</p><p>While the funds he managed performed brilliantly because of Tesla, Barron's own wealth also soared. According to Forbes estimates, Barron's net worth was $2.3 billion in March 2020 and has now reached $4.5 billion, largely thanks to Tesla stock, which has exploded by 728% in the past twelve months.</p><p>However, so far in 2021, the situation seems to be somewhat less than ideal. Although US stocks have had a good start overall, with investors becoming increasingly optimistic about the prospects for economic restart and recovery, and the market continuing to hit new highs, the pandemic has not truly passed and remains a worrying issue, while the fear of a sharp rise in inflation in the future is growing day by day.</p><p>After rising more than sevenfold last year, Tesla's stock price struggled in 2021, falling 8.5% in the first quarter alone. During the same period, the performance of Baron Partners and Baron Focused Growth funds was naturally dragged down, with quarterly returns of -0.44% and 0.02% respectively, far behind the 8% of the S&P 500 index.</p><p>However, the 78-year-old Barron is not concerned about this, as confident as ever and optimistic about the market prospects. “I believe in the long term,” he said. “I’m an optimist.”</p><p>This highly respected and renowned buy-and-hold investor founded his own investment management firm, Baron Capital, in 1982, with initial assets of just $10 million. In the decades that followed, his investments continued to perform strongly, especially in the 1990s and 2000s, when Barron's name became increasingly well-known thanks to his continued success in investing in small growth companies. Currently, his Baron Funds family manages approximately $52 billion in assets. These funds are really expensive: Baron Partners has an annual operating expense ratio of 2.22%, and Baron Focused Growth has an annual operating expense ratio of 1.35%. However, Barron's stock picking skills are indeed worth the price.</p><p>While many investors are now trying to predict how the US economy will develop, what policies Biden will release, or how interest rates will change, Barron's mind is completely different. He still insists on his seemingly tedious but effective methods. Barron's firm focuses on finding high-growth companies with long-term competitive advantages. \"Our expectation when we invested was that the value of this investment would double every five years in the future.\"</p><p>From this perspective, Tesla can be said to be the stock that best suits Barron's needs. This is certainly inseparable from its CEO Elon Musk, whose net worth is close to $180 billion, according to Forbes. “He might be the best engineer in the world,” Barron commented on Musk. “I estimate he will become the world’s first trillionaire.”</p><p>Before the coronavirus pandemic, Barron's hosted a grand party for investors and media every year in Manhattan, featuring top artists such as Faith Hill, Tim McGraw, and Jon Bon Jovi. Like many of Barron's fund clients, many of these investors are retired and have barely invested since the 1990s. It is completely unexpected that these people would end up so optimistic about a rising electric vehicle company and a CEO whose comments have always been accompanied by controversy.</p><p>In early March, Barron announced that his company had sold 1.9 million Tesla shares in the six months ending in February 2021, at an average price of $629.40. He did this to help his clients \"mitigate risk,\" because the stock already accounted for too much of their portfolio. Another reason for doing this is that Baron Partners uses leverage, and the proceeds from selling these shares can be used to pay off debts.</p><p>However, Barron's long-term bullish stance on Tesla remains unwavering. He still firmly believes that Tesla's stock price will rise to $2,000 within the next decade, which is nearly three times what it is now.</p><p>Barron said that although many people still call him \"Tesla Boy,\" he is actually very interested in SpaceX, Musk's rocket company that has not yet gone public. \"The company's eventual size could very well be comparable to Tesla's.\" Barron predicts that the investment in the company will yield a return of thirty or even fifty times over the next decade.</p><p>Currently, Barron's company has invested hundreds of millions of dollars in Musk's rocket company, which just completed a round of financing in February this year, bringing its valuation to $74 billion. Barron is particularly excited about the company's upcoming satellite broadband service, Starlink, which he believes will generate hundreds of billions in revenue in the future.</p><p>\"I really hope that in a few years, people will call me 'SpaceX Kid'.\"</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=nesSN202104202119307992d997&s=b\">腾讯美股</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdb163c34f9a56cb2303a711b096678d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104202119307992d997&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2128841545","content_text":"“马斯克也许是这个世界上最优秀的工程师。”亿万富翁、资产经理人巴伦（Ron Baron）评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将41%的资金配置在电动汽车巨头的股票当中，而他本人也几乎成为了全世界的头号特斯拉牛派。与此同时，巴伦本人的净财富也因此大幅增长，从2020年3月到现在几乎翻了一番。\n\n有些时候，说起投资特斯拉股票赚钱，人们会觉得只有千禧世代（相当于80后加90后）或者Robinhood散户们的专利，但是事实真是那样吗？亿万富翁、资产经理人巴伦（Ron Baron）和他众多已经退休的客户会告诉你，绝非如此。这些老人家虽然不怎么刷短视频，也不使用现在最新的各种电话会议系统在家办公，但是他们并不是时代的落伍者——巴伦的共同基金过去五年间之所以能够为他们提供38%的年均回报率，主要功臣之一就是重仓股特斯拉。\n哪怕已经卖掉了一些特斯拉股票，巴伦旗下最大基金之一依然将41%的资金配置在电动汽车巨头的股票当中，而他本人也几乎成为了全世界的头号特斯拉牛派。与此同时，巴伦本人的净财富也因此大幅增长，从2020年3月到现在几乎翻了一番。\n巴伦总共管理着十七只基金，其中有两只都大力度投资了特斯拉股票。比如，旗下资产73亿美元的Baron Partners基金是由他和儿子迈克尔（Michael Baron）亲手打理的，去年的回报率接近150%。截至2020年年底时，该基金47%的投资都集中在了特斯拉股票当中。哪怕今年年初，他们兑现了部分利得，但是截至3月底，该股依然在基金当中占据着高达41%的比例。\nBaron Focused Growth基金是巴伦和另外一个儿子戴维（David Baron）一起管理，旗下资产6.71亿美元，去年的回报率达到122%。特斯拉股票在基金总资产当中的占比，2020年年底时为39%，第一季度结束时为32%。\n“特斯拉是我职业生涯当中最重要的投资。”巴伦如是说。\n2020年底时，巴伦基金家族成为了特斯拉排名第十二的大股东。在特斯拉的最大前五十机构投资者当中，巴伦基金家族是该股在自身总投资组合当中占比最高的，达到了12%。此外，值得瞩目的大股东还包括苏格兰的巴美列捷福（Baillie Gifford），将投资组合的11%配置在了特斯拉股票当中，以及“女股神”伍德（Cathie Wood）的ARK Invest，特斯拉在她的总投资组合当中占比8.3%。\n巴伦介绍说，他是2014年开始建仓特斯拉股票的，当时该公司上市也不过四年，2016年，他进一步增持特斯拉，当时的总投资是3.87亿美元，计入拆股因素，平均成本为每股43美元。从那之后，他就再没有加仓。伴随特斯拉股票狂飙突进，至上周结束时已经达到了每股750美元，他的客户自然也就获得了不菲的回报。\n在管理的基金因为特斯拉而表现神勇时，巴伦自己的财富也在一路猛增。根据《福布斯》的估算，巴伦的净身家2020年3月时为23亿美元，而现在已经达到了45亿美元，这很大程度上都要归功于特斯拉股票，后者在这十二个月时间当中爆炸式上涨了728%。\n不过，2021年迄今为止，局面似乎就有点不那么理想了。虽然整体而言，美股获得了一个不错的开局，伴随投资者对经济重启和复苏的前景判断越来越乐观，大盘不断创下新高，但是与此同时，疫情毕竟没有真正过去，依然是个让人担心的存在，而对于未来通货膨胀猛烈窜升的恐惧更是与日俱增。\n在去年上涨了七倍以上之后，特斯拉股价2021年表现颇为挣扎，第一季度就下跌了8.5%。同期之内，Baron Partners和Baron Focused Growth两只基金的表现自然也受到了拖累，当季回报率分别为-0.44%和0.02%，被标普500指数的8%远远抛在了身后。\n不过，现年七十八岁的巴伦对此并不在意，和往常一样信心满满，对市场前景满心乐观。“我相信长期。”他表示，“我就是个乐天派。”\n这位备受推崇的著名买进持有投资人于1982年创建了自己的投资管理公司Baron Capital，最初旗下资产只有1000万美元。从那之后的几十年间，他的投资持续表现强势，尤其是在20世纪90年代和21世纪00年代，靠着投资于小型成长型企业的连续成功，巴伦的名头变得日益响亮。目前，他的Baron Funds基金家族管理着大约520亿美元资产。这些基金的成本着实不低：Baron Partners年度操作费用比率为2.22%，Baron Focused Growth也有1.35%。不过，巴伦的选股才能确实值得这个价钱。\n虽然许多投资者现在都在努力预测接下来美国经济会怎样发展，拜登会有怎样的政策出炉，或者是利率会怎样变化等，但是巴伦的心思全然不在这里，他依然坚持着自己看似乏味，但切实有效的方法。巴伦的公司专注于寻找那些拥有长期竞争优势的高成长企业。“我们投资时所怀抱的预期就是，这笔投资的价值将在未来每五年翻一番。”\n如果从这方面着眼，可以说特斯拉是最符合巴伦需求的那种股票了。这当然与其首席执行官马斯克（Elon Musk）分不开，根据《福布斯》的数据，这位先锋派企业家的净财富已经接近1800亿美元。“他也许是这个世界上最优秀的工程师。”巴伦评价马斯克，“我估计他会成为这个世界上第一个万亿富翁。”\n新冠病毒疫情爆发前，巴伦每年都要请投资者和媒体在曼哈顿开一次盛大的派对，并请来顶级的艺人助兴，比如菲丝·希尔（Faith Hill）、蒂姆·麦格罗 (Tim McGraw)、琼·邦·乔飞（Jon Bon Jovi）等。和巴伦的许多基金客户一样，这些投资者很多也都已经退休，从20世纪90年代以来就几乎不再投资，人们完全想不到，这些人到最后会如此看好一家电动汽车新星企业，和一位言论一直伴随着争议的首席执行官。\n3月上旬，巴伦宣布，他的公司在截至2021年2月的六个月时间当中已经卖掉了190万股特斯拉股票，平均售价629.40美元。他这么做是为了帮助客户“减轻风险”，因为该股在投资组合当中所占比例已经过大了。另外一个这么做的理由是，Baron Partners是使用杠杆手段的，卖掉这些股票所得的资金可以用来偿还债务。\n不过，巴伦对特斯拉的长期看好立场丝毫没有动摇，他依然坚信，特斯拉的股价在未来十年之内将涨至2000美元，相当于现在的近三倍。\n巴伦说，虽然现在许多人依然将他称作是“特斯拉小子”，但是他实际上对马斯克尚未上市的火箭公司SpaceX也兴趣十足。“该公司最终的体量完全可能与特斯拉不相上下。”巴伦预计，投入该公司的资金在未来十年内将获得三十倍，甚至是五十倍的回报。\n目前，巴伦的公司已经向马斯克的火箭公司投资多达数亿美元，后者今年2月刚刚结束了一轮融资，相应的估值已经达到了740亿美元。巴伦对该公司即将推出的卫星宽带服务Starlink尤其感到振奋，他认为这一业务未来将带来千亿量级的收入。\n“我真希望再过几年，大家就会叫我‘SpaceX小子’了。”","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}