$京东物流(0261_老虎社区_美港股上老虎

2021-07-23

$京东物流(02618)$再胡说八道一下，京东物流应该可以跟中通或者顺丰站在同一个高度竞争，即使排名不如前两位，但也不至于有如此大的差距，所以感觉股价应该是被低估的，7月以来，中概股或多或少的都受到了影响，新闻上面，各家中概股也是标题的常客，唯独京东物流，仿佛隐身了一样，哪里都见不到他的影子，除了这里会有人骂他的价格，外界很少能听到他的任何消息（可能是我个人信息茧房的原因），总有一种感觉是他故意而为之，参考之前的京东大事件，毕竟他家的公关可不是一般的强大啊

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

Ainsley
2021-07-27
Ainsley
京东配送时效高，主要是下单时会选择最近的仓发货，仓的覆盖密度足够，但是开放之后的物流订单如果要做到这个速度，对干线运输和网点密度的要求是更高的。以京东收件的单量，去铺这个运输的波次、网点的密度，一车装不满，成本肯定就是高的，没有四通一达成本压得低。股价和其他几家有差距很正常啊。
- 嫦娥大叔:
  除了中通，通达系真的不太行了，您可以去查查淘宝订单有多少比例是中通以外的
Ainsley
2021-07-27
Ainsley
京东和四通一达还是差远了。京东物流虽然做了社会化开放，但因为成本比较高（件均成本在19年还是高于顺丰的），但是配送效率不够高，所以使用的商家和C端用户都不多。目前主要的配送场景是京东自营业务。
- 嫦娥大叔:
  淘宝不让用京东物流，我退货京东物流单号填不上
你的后来
2021-07-27
你的后来
不是说：上市是开始吗？怎么感觉要结束一样？
- 嫦娥大叔:
  结束这段，开始下一段？ [捂脸]
独无一二
2021-07-25
独无一二
上市只为割韭菜吗？
- 嫦娥大叔:
  韭菜年年有，今年格外多 [捂脸]
拖拉机四个圈儿
2021-07-27
拖拉机四个圈儿
裤衩都没了
水1
2021-07-23
水1
已读

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[捂脸]","text":"结束这段，开始下一段？ [捂脸]","html":"结束这段，开始下一段？ 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[捂脸]","text":"韭菜年年有，今年格外多 [捂脸]","html":"韭菜年年有，今年格外多 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