此轮大行情，刘强东率先坐不住了

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全文1639字，阅读约需5分钟，帮我划重点划重点01京东工业向港交所递交招股说明书，拟主板挂牌上市，今年上半年营收为86.2亿元，同比增长20.3%。02京东工业曾是京东集团的独立业务单位，专注于MRO采购服务的供应链技术与服务业务。03由于资本市场持续震荡和自身亏损等原因，京东工业首次冲击IPO并未顺利成行。04此次IPO将是京东工业第二次尝试，随着资本市场回暖，京东工业有望成功上市。05若京东...

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魏晓刘强东，可能将再收获一个上市公司。9月30日，京东工业向港交所递交了招股说明书，拟主板挂牌上市。公开资料显示，京东工业是工业供应链技术与服务提供商，2017年起作为京东集团的独立业务单位，专注于MRO（Maintenance，Repair，Overhaul，即设备管理与维护）采购服务的供应链技术与服务业务。简单理解，京东工业是一个专注于工业品这一细分垂直领域的“京东”。根据招股书，京东工业今年上半年营收为86.2亿元，同比增长20.3%；净利润为2.91亿元，上年同期的期内亏损为1.87亿元，完成扭亏为盈。事实上，这并不是京东工业首次冲击港股IPO。去年3月，京东宣布分拆旗下两个业务京东工业和京东产发在港交所主板独立上市。随后，京东工业便向港交所递交了IPO招股书。不过，或因彼时资本市场持续震荡，或受限于彼时自身亏损的财务业绩等原因，京东工业首次冲击IPO，并未顺利成行。此次动作，正是重启。而随着京东工业再次冲刺IPO，这也向市场传递了一个明确信号：在当下新一轮打开的资本市场窗口下，沉寂多年的互联网资本与热钱，或也再次蠢蠢欲动。当然对于刘强东来说，一旦京东工业IPO成功，他也将坐实了IPO之王的名头。目前刘强东的京东系名下，已有京东集团、京东物流、京东健康、达达、德邦股份等多达五家上市公司，算上进程中的京东工业，以及同样有上市计划的京东产发、京东科技，刘强东刘强东实际控制的京东系上市公司将达到8家，这可谓是互联网创业史上的NO.1了。积极分拆不过，这也主要源于京东对旗下业务的不断分拆。相比较其他大厂，在分拆并推动业务上市这件事上，京东一直是最积极的，之前是京东健康、京东物流，现在则到了京东工业。2018年10月，京东工业品作为京东一级类目正式上线，隶属于京东企业业务。随着工业企业专业采购需求的日益增长，京东将京东工业品升级为子公司，以更好地满足市场需求。后在2020年，京东工业开放外部融资，引入2.3亿美元A轮融资，由GGV纪源资本领投，红杉中国、CPE源峰等多家投资机构跟投，投后估值超过20亿美元。并于2023年3月正式从集团分拆，京东工业亦在同期完成了Mubadala等中东财团以及红杉中国在内的投资者合计达3亿美元的B轮融资，投后估值为67亿美元，体量上已经是一个中等规模的独角兽。上市也一直是在计划中。不过即便分拆独立融资与运营，控制权一直牢牢把控在京东手中。此次IPO前，京东集团通过其全资子公司持有京东工业已发行股本总额的约77.32%。京东集团创始人刘强东通过Max I&P Limited持股为3.68%。拟议分拆后，京东集团将继续分别间接持有京东工业50%以上的股权，后者仍为京东实际控制的子公司。扭亏为盈当然打铁也得自身硬。京东工业援引灼识咨询的数据称，按2023年交易额计算，京东工业在中国MRO采购服务市场中排名第一，规模是第二名的两倍；也是中国工业供应链技术与服务市场最大的服务提供商。但在市场份额上，京东工业也只有4.1%。这充分意味着，这一市场的高度分散以及较低的数字化渗透率。根据灼识咨询的资料显示，中国工业供应链市场的数字化渗透率在2023年仅为5.9%，预计到2028年将达到8.5%。对于京东工业来说，这是挑战，也是机遇。与京东商业模式类似，京东工业的总收入包括两部分：前者指在线自营的商品收入，是营收的主要支撑，占比超过9成，后者指来自交易平台、广告及其他服务的收入。根据招股书，2021年、2022年及2023年，京东工业营收分别为103.45亿元、141.35亿元和173.36亿元，对应盈利情况分别为亏损12.59亿元、12.69亿元，以及盈利480万元。再叠加今年上半年的营收86.2亿元、盈利2.91亿元，可以看出京东工业已经进入到稳定的盈利上行通道。当下，也正是一个冲刺上市的好窗口。节前一系列超预期政策推动下，资本市场连续上涨，资本市场有望持续回暖，这对于部分有着既定上市计划的公司而言，显然不容错过。一旦京东工业在这个窗口成功冲击IPO、储备足够的资金粮草，自然将助力其在新的发展周期中领跑市场、抢占红利。这或也是京东工业选择在当前重启IPO的直接动机。而对于京东来说，京东工业如若IPO成功，其后续包括京东产发在内的其他子公司上市，或也将接踵而至。Lanmeih/今日话题本轮大行情，你上车了吗？咱们评论区聊聊~查看原图 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