刘强东，接盘百亿达达

市场资讯09-18

来源：21世纪商业评论刘强东和京东，大幅扩充在达达的持股。据9月17日的公告，京东全盘接手沃尔玛所持达达股权，持股比例将升至63.2%。截至3月底，沃尔玛持有达达9%股份，按照当前市值，价值约2.16亿元。“（转让股权）这一决定，让我们可以更好地专注于中国的强劲发展……将资产配置在其它优先事项。”沃尔玛方面回复《21CBR》称，会与达达保持合作关系。“入股达达时，京东到家在即时零售O2O领域，可谓...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240918215204a1daed9f&s=b><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：21世纪商业评论刘强东和京东，大幅扩充在达达的持股。据9月17日的公告，京东全盘接手沃尔玛所持达达股权，持股比例将升至63.2%。截至3月底，沃尔玛持有达达9%股份，按照当前市值，价值约2.16亿元。“（转让股权）这一决定，让我们可以更好地专注于中国的强劲发展……将资产配置在其它优先事项。”沃尔玛方面回复《21CBR》称，会与达达保持合作关系。“入股达达时，京东到家在即时零售O2O领域，可谓...</p>\n\n<a 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亿美元现金及部分战略资源，增持达达，持股比例增至52%，成为第一大股东。此后，达达原创始团队的蒯佳祺、杨骏接连退出，“京东系”高管全面接管。在董事会主席这一关键职位上，京东先后派出京东零售CEO辛利军、集团首席财务官单苏。达达旗下包括两个平台：达达快送、京东到家，此前相对独立运营。今年初，刘强东定下2024年三大必赢之战，其一就是即时零售。2月，“京东小时达”对超过29元的订单进行免配送费，抢占市场。配合这一战略，达达被进一步整合至集团生态中。5月，达达将即时零售品牌京东小时达、京东到家，升级为统一的“京东秒送”，在京东App首页核心位置上线，在流量和曝光度上给予资源倾斜。三个月后，达达快送更名为“达达秒送”。刘强东调整业务，京东到家的定位从独立发展，转向承接京东的零售业务，增速惊人。二季度，京东App内的秒送高频用户、秒送线上订单量，同比增速均超1倍。这也付出了代价。二季度，受到免配送费计划的影响，京东秒送的收入为9.124亿元，同比下滑超四成。受此拖累，达达的营收下滑9.5%至23.5亿元，是近5年来首次收入下滑。2对标闪购按照刘强东的想法，达达要扛起京东即时零售的大旗，并非易事。8月，达达换帅，郭庆出任董事会主席。他于4月加入京东担任集团顾问，此前为美团最高决策机构S-team成员。郭庆 来源：网络在一次内部封闭会议中，达达被要求对标美团闪购。后者为美团旗下即时零售平台，据估算，2023年其GTV可能超过2000亿元，相当于京东到家的2.5倍。达达早期的路线是做商超零售O2O平台，品类集中在医药、3C电子、商超等，后来向全品类延伸。从业务上看，当前的达达，确实在指向美团的腹地。“餐饮重点客户业务，是今年的重中之重。”达达管理层表示，餐饮、饮料、超市等按需外卖服务的需求仍在快速增长。二季度，达达的连锁商户业务，整体收入同比增长近50%，其中餐饮连锁商户的净收入增长近80%，新店数量同比增长超过一倍。在京东App内的京东秒送专区，瑞幸、库迪、蜜雪冰城、挪瓦咖啡等茶饮品牌入驻，以“9块9免运费”抢夺用户。达达外送则承担对外拓展的任务，除了承接麦当劳、瑞幸等连锁商家订单外，还承接了抖音平台餐饮商家的配送需求。上半年，达达秒送的收入大增五成至26亿元，在总收入中的占比提升至54%。餐饮的毛利率较低，却是一个刚需高频品类。“达达可以借此获取更多用户，提升活跃度。”庄帅指出。即时配送赛道虽然火爆，受制于高昂的履约成本，赚钱不易。背靠京东的商流，达达却一直亏损。上市4年，达达尚未实现年度盈利。截至9月18日，百亿营收的达达，市值为24亿元，只剩上市时的十分之一。 就财务而言，京东和沃尔玛均损失惨重。3股权出清沃尔玛从达达撤退，是基于自身形势所做的权衡。原本，全球零售巨擘、中国电商巨头、即时零售新锐，三方搭台，唱的是一出多赢的戏码。沃尔玛牵手刘强东时，就战略投资达达5000万美元。2018年，沃尔玛又与京东一起，投资达达，掏出3.2亿美元。达达奔赴美股IPO之时，沃尔玛作为基石投资者，认购3000万美元，持股上升增至10.7%，成为达达第二大股东。真金白银表明合作诚意，沃尔玛看重的，是达达的末端配送能力。借助达达“仓拣接配”一体化的全链路履约服务，沃尔玛及旗下山姆得以有效解决SKU多且复杂、周末波峰明显等痛点，实现整体履约效能和平均拣货人效增长。来源：网络比如，山姆联合达达，共建前置仓“山姆云仓”，推出服务的前3年，单仓日均配送订单量较上线初期增长超10倍。刻下，电商“基建”逐渐运转成熟，沃尔玛密集调整战略，一边大幅收缩传统大卖场，一边重金押注山姆的发展。对于沃尔玛来说，与达达乃至京东的捆绑关系，不再具有必要性。山姆在华加速扩张，沃尔玛也着急用钱。截至7月底，沃尔玛全球的现金88亿美元，较年初减少10亿美金。清理达达的股权投资，沃尔玛多少可腾挪出点资源，投向“沃尔玛购物广场和山姆会员商店”等他处，且此举与其清仓京东，战略上是一致的。庄帅认为，沃尔玛不再持股，达达可选择更多的超市业态。于达达而言，它的未来，更多要由刘强东团队来操心了。责任编辑：杨红卜","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Shareholding 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