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水手辛巴达333
2020-09-17
$蔚来(NIO)$
蔚来不让融资买入了，是不是风险太高了？保证金比例100%呀！
水手辛巴达333
2020-06-23
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href=\"https://laohu8.com/S/5RE.SI\">智能</a>仓处理单量同比+106%;开放战略深入推进,其中个人快递业务量同比+311%,大件开放业务单量同比+230%,开放业务收入同比增长超过80%。京喜公布6月1-17日日均订单超700万,5成商品通过APP售出。</p><p>天猫618销售额表现强劲,助力中小商家成效斐然:阿里巴巴公布天猫618累计下单金额6,982亿。疫情以来约450万中小商家“春雷计划”扶持下取得增长,约200万商家在淘宝开设新店;天猫618期间,淘宝中小商家订单同比增加10亿单。物流方面,菜鸟通过供应链“预售极速达”在天猫618期间提前对预售商品进行下沉,批量包裹实现一小时送达,超过一半半天达,80%以上当日达;截至18日中午12时,天猫618包裹七成已送达。</p><p>拼多多订单量同比+119%,加大补贴范围与力度:根据钛媒体,拼多多自5月25日启动大促以来,平台订单量同比增幅119%,其中<a href=\"https://laohu8.com/S/000061\">农产品</a>和品牌商品的增幅最为显著。618启动以来,拼多多累计售出农产品3.8亿单,同比+136%。品牌商品方面,截至18日中午12点,平台国内外品牌标品订单量同比+144%,来自三四五线城市订单占比升至52%,与一二线城市近乎持平。拼多多针对本次618大促加大覆盖范围与补贴力度,大促期间,“百亿补贴”累计补贴商品超1.3亿件,覆盖4,600+国内外品牌的50,000+商品。</p><p>苏宁全渠道销售额同比增速129%:<a href=\"https://laohu8.com/S/002024\">苏宁易购</a>公布618当天全渠道销售规模同比+129%。其中,线上百货全天订单量增长162%;线下百货门店销售同比增长128%。品类方面,618全天苏宁拼购农产品销售超过1.5亿元,大快消全天整体订单同比+223%,家装、汽车、房产的销量增长超5倍,到家业务订单同比+510%。</p><p>投资建议:在疫情以来最大的大促季,商家和用户的参与度均呈现出较高的提升,供给端各大电商平台和品牌方加深合作以恢复业务增长,需求端用户在疫情期间受到抑制的消费需求得以释放,部分可选消费品类如美妆护肤、家装等在大促期间进一步复苏。我们认为电商依旧是拉动中国零售消费增长的主要动力,向线上迁移是推动电商规模增长的重要引擎。重点推荐京东(增长转向激进、业务恢复后保持盈利能力按年提升),长期看好阿里巴巴(生态系统协同增强多领域竞争力,核心市场平台增速与盈利能力健康),重点关注拼多多(高投入、高增长、高估值,正处于激进扩张期)。</p><p>风险提示:宏观经济影响消费需求;营销费用拉低利润率。</p></article></body></html>","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>安信证券--安信证券2020年618主要电商表现小结【行业研究】</title>\n<style 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margin: 0;line-height: 11px;}\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\">\n安信证券--安信证券2020年618主要电商表现小结【行业研究】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-22 08:58 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020062208583379ecec42&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【研究报告内容摘要】2020年618大促全网销售额同比增长43.8%:根据星图数据,18天的大促期间全网销售额同比+43.8%至4573.3亿元(阿里巴巴数据仅涵盖天猫)。从销售额排名来看,TOP3平台分别是天猫、京东、拼多多。品类方面,家电电器、手机通讯、美妆个护类销售额最高,分别达621.5亿/463.6亿/434.7亿元,占到全网交易额的13.6%/10.1%/9.5%。美妆类、休闲食品、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020062208583379ecec42&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3fdb93088707339fbe1ca1f046f6eada","relate_stocks":{"600061":"国投资本","BABA":"阿里巴巴","JD":"京东","PDD":"拼多多","002024":"ST易购","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020062208583379ecec42&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2045645115","content_text":"【研究报告内容摘要】2020年618大促全网销售额同比增长43.8%:根据星图数据,18天的大促期间全网销售额同比+43.8%至4573.3亿元(阿里巴巴数据仅涵盖天猫)。从销售额排名来看,TOP3平台分别是天猫、京东、拼多多。品类方面,家电电器、手机通讯、美妆个护类销售额最高,分别达621.5亿/463.6亿/434.7亿元,占到全网交易额的13.6%/10.1%/9.5%。美妆类、休闲食品、个护品类里,天猫平台占比高于京东与拼多多;大家电、厨房电器、生活电器品类销售额中,京东占比高于天猫和苏宁。京东大促成交额同比提速,物流开放战略深入推进:京东公布今年618的18天大促期间累计下单金额达2,692亿元,同比+33.6%(较去年同期26.6%的增速提速)。京东物流公布下沉市场增长迅速,六线城市配送单量增幅是一线城市的1.5倍,京东物流仓配一体订单当日达和次日达占比超91%,全国24小时达覆盖区县占比超过90%,京东物流智能仓处理单量同比+106%;开放战略深入推进,其中个人快递业务量同比+311%,大件开放业务单量同比+230%,开放业务收入同比增长超过80%。京喜公布6月1-17日日均订单超700万,5成商品通过APP售出。天猫618销售额表现强劲,助力中小商家成效斐然:阿里巴巴公布天猫618累计下单金额6,982亿。疫情以来约450万中小商家“春雷计划”扶持下取得增长,约200万商家在淘宝开设新店;天猫618期间,淘宝中小商家订单同比增加10亿单。物流方面,菜鸟通过供应链“预售极速达”在天猫618期间提前对预售商品进行下沉,批量包裹实现一小时送达,超过一半半天达,80%以上当日达;截至18日中午12时,天猫618包裹七成已送达。拼多多订单量同比+119%,加大补贴范围与力度:根据钛媒体,拼多多自5月25日启动大促以来,平台订单量同比增幅119%,其中农产品和品牌商品的增幅最为显著。618启动以来,拼多多累计售出农产品3.8亿单,同比+136%。品牌商品方面,截至18日中午12点,平台国内外品牌标品订单量同比+144%,来自三四五线城市订单占比升至52%,与一二线城市近乎持平。拼多多针对本次618大促加大覆盖范围与补贴力度,大促期间,“百亿补贴”累计补贴商品超1.3亿件,覆盖4,600+国内外品牌的50,000+商品。苏宁全渠道销售额同比增速129%:苏宁易购公布618当天全渠道销售规模同比+129%。其中,线上百货全天订单量增长162%;线下百货门店销售同比增长128%。品类方面,618全天苏宁拼购农产品销售超过1.5亿元,大快消全天整体订单同比+223%,家装、汽车、房产的销量增长超5倍,到家业务订单同比+510%。投资建议:在疫情以来最大的大促季,商家和用户的参与度均呈现出较高的提升,供给端各大电商平台和品牌方加深合作以恢复业务增长,需求端用户在疫情期间受到抑制的消费需求得以释放,部分可选消费品类如美妆护肤、家装等在大促期间进一步复苏。我们认为电商依旧是拉动中国零售消费增长的主要动力,向线上迁移是推动电商规模增长的重要引擎。重点推荐京东(增长转向激进、业务恢复后保持盈利能力按年提升),长期看好阿里巴巴(生态系统协同增强多领域竞争力,核心市场平台增速与盈利能力健康),重点关注拼多多(高投入、高增长、高估值,正处于激进扩张期)。风险提示:宏观经济影响消费需求;营销费用拉低利润率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
