大地熊2021年第三季度报告

艾媒咨询|2020上半年中国社区团购行业专题研究报告

本报告研究涉及企业/品牌/案例：美团优选、十荟团、兴盛优选。

随着物流体系的成熟发展，在后疫情时代中国社区团购市场进入爆发式增长阶段，在2020年社区团购市场发展增长率超过百分之百，市场规模达到650亿。随着社区团购的不断成熟发展，诸多企业、资本都在积极开拓市场、深化布局，中国社区团购市场规模也将保持高增长趋势，预计到2022年中国社区团购市场规模将超过1220亿元，增长率达到28.4%。与传统电商相比，社区团购的运营模式更为轻，借助微信等社交流量入口，具有用户社区化易传播、商家集中化管理以及线上线下相结合的特点。iiMedia Research（艾媒咨询）调研数据显示，将近一半的用户选择社区团购平台的主要因素是商品物美价廉及购买方式便利，方便省时、送货上门也成为社区团购代替线下消费的主要优势。未来，不同品类的商家加入社区团购的行业，社区团购生鲜领域市场潜力大，“团长”运营和服务水平的提高成为社区团购发展的重要因素。

With the mature development of the logistics system, the community group-buying market in China has entered the stage of explosive growth in the post-epidemic era. In 2020, the growth rate of community group-buying market will exceed 100%, and the market size will reach 65 billion yuan. With the continuous mature development of community group-buying, many enterprises and capital are actively exploring the market and deepening the layout, and the scale of community group-buying market in China will also keep a high growth trend. It is estimated that the scale of community group-buying market in China will exceed 122 billion yuan by 2022, with a growth rate of 28.4%. Compared with traditional e-commerce, community group buying has a lighter operation mode. With the help of WeChat and other social traffic portals, it has the characteristics of easy dissemination of user community, centralized management of merchants and combination of online and offline. As the data of iiMedia Research showed, the main factors for nearly half of the users to choose the community group purchase platform are the high quality and low price of commodities and the convenience of purchasing methods. Convenient and time-saving, door-to-door delivery have also become the main advantages of community group purchase instead of offline consumption. In the future, businesses of different categories will join the industry of community group-buying. The fresh products of community group-buying has great market potential, and the improvement of "leader" operation and service level will become an important factor for the development of community group-buying.

艾媒咨询|2020H1中国母婴新零售行业研究报告

本报告研究涉及企业/品牌/案例：宝贝格子、孩子王、优家宝贝。

新冠疫情的爆发激发了母婴行业对转型升级紧迫性、重要性的认知，成为了线上线下加速融合的助推器。目前连锁母婴品牌的线下发展已经呈现出一定的分化，少数品牌凭借轻资产扩张模式取得了亮眼表现。艾媒咨询分析师认为，在母婴消费品质升级的长期趋势下，线下实体母婴门店在逐步品牌化、连锁化的同时也将延伸线上业务，通过线上服务增强顾客粘性。而对于布局线上的母婴企业，疫情期间以直播为代表的线上营销方式起势正猛，有望走向常态化。艾媒咨询分析师认为，供需侧的变化加速了母婴产业线上线下融合, 母婴新零售体系日趋完善。在母婴新零售业态不断发展的过程中，持续升级产品服务，才是母婴新零售企业长续经营的关键。

The outbreak of coVID19 has aroused the awareness of the urgency and importance of transformation and upgrading in the maternal and infant industry, which has become a booster for accelerating the integration of online and offline industries. At present, the offline development of chain maternal and infant brands has presented a trend of differentiation, and a few brands have made a bright performance by virtue of the assetlight expansion mode. iiMedia consulting analyst believes that under the long-term trend of upgrading the consumption quality, offline brick-and-mortar stores for mothers and infants will gradually become branded and chain-store. Meanwhile they would extend their online business and using online services to enhance customer stickiness. For online maternal and child enterprises, the online marketing represented by live broadcast during the epidemic is gaining momentum and is expected to be normalized. iiMedia consulting analyst believes that the changes on the supply and demand side have accelerated the online and offline integration of the maternal and infant industry. The new maternal and infant retail system is becoming more and more complete. In the process of the development of maternal and infant new retail business, the continuous upgrading of products and services is the key.

艾媒咨询|2020年3-4月中国母婴行业运行状况及企业商情动态双月度报告

本报告研究涉及企业/品牌/案例：戴维医疗、仟源医疗、贝贝网、宝宝树。

2020年疫情期间，在线上的母婴产品购物占比10.1%，其中宝宝树平台的全网月活渗透率最高。艾媒咨询分析师认为，在直播电商等购物模式的发展下，各大母婴门店在有节奏地部署线上转型，但从目前的消费习惯来看，线下渠道依旧是母婴产品消费的主要战场。

During the 2020 epidemic, online shopping for maternal and child products accounted for 10.1%, and the Babytree platform had the highest monthly active penetration rate across the entire network. iiMedia Research believe that under the development of live e-commerce and other shopping models, major maternal and child stores are gradually deploying online transformation, but from the current consumption habits, offline channels are still maternal and child product consumption Main battlefield.

艾媒咨询|2020年4-5月中国房地产行业月度运行数据监测报告

综合2020年4-5月，中国70个大中城市商品住宅销售价格变动统计数据发现，这一期间各线城市新建商品住宅销售价格环比涨幅均略有扩大，但价格相较去年同期仍有所回落。艾媒咨询分析师认为，在国家“只住不炒”的住房政策影响下，各城市的房价均受到控制，尽管受到新冠疫情影响住房需求量略有增长，但总体较为稳定。

Comprehensive April-May 2020, China's 70 large and medium-sized cities commercial housing sales price changes statistics found that during this period, the sales price of newly built commercial housing in various cities increased slightly, but the price is still higher than the same period last year Fall back.iiMedia Research believe that under the influence of the country's housing policy of "only live and not speculate", the housing prices of all cities are controlled. Although the housing demand has slightly increased due to the impact of the new crown epidemic, it is generally stable.

山大地纬2021年第三季度报告