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@价值投资为王：一首凉凉送给京东！

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b78f3d4fe2a82fec578bb7de0c19a1af\" tg-width=\"1244\" tg-height=\"698\"></p>\n<p>这么惨烈的走势，不用说，二季报凉凉了！</p>\n<p>但是，与分析师预期相比，京东二季度无论是营收还是经营利润皆超出预期，既然如此“靓丽”，为何投资者会蜂拥而出？</p>\n<p>答案是核心业务毫无起色！</p>\n<p>先看整体收入，京东二季度营收2879亿人民币，同比增长7.6%，超出分析师预期的2791亿：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f527df9c47cab3f4fd2b4d02897f4a0\" tg-width=\"1230\" tg-height=\"558\"></p>\n<p>从增速来看，虽然7.6%的增速与之前20%以上的增长相比暗淡了许多，但至少也迎来了拐点，止住了下滑趋势。</p>\n<p>但是，拉动增长的并非是核心的零售主业，而是物流。</p>\n<p>二季度京东零售营收2532.8亿，同比增长4.9%，低于总营收7.6%的增速：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a04bb4ec74f91f5c0605634ce1a380ce\" tg-width=\"1215\" tg-height=\"581\"></p>\n<p>去年二季度因上海疫情，京东营收受到极大影响，考虑到今年3月，京东高调掀起百亿补贴大战，猛烈的攻势之下，仅拿到4.9%的增速，我不知道是不是符合分析师的预期，但起码投资者失望透顶。</p>\n<p>将京东零售进一步细分，发现部分业务更加恐怖，如，二季度日用百货商品收入817亿，同比下滑8.6%！</p>\n<p>传统优势业务电子产品及家电业务营收1521亿，同比增长11.4%，或得益于百亿补贴的拉动，毕竟电子产品最适合搞价格战。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f40a21c2d9b41485ba33b6220cd520e8\" tg-width=\"1233\" tg-height=\"710\"></p>\n<p>增长最快的还是物流业务，二季度营收410亿，同比大增31.2%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61787dd8e1321f55d6761cd1b4e0f853\" tg-width=\"1248\" tg-height=\"572\"></p>\n<p>核心业务在收入上不及预期，利润端更是拉胯。</p>\n<p>仍然先看整体，京东二季度的经营利润为82.7亿，同比大增120%，超出分析师预期的68.9亿：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/856646a7a5b215b7ac240aca2c0b2c8f\" tg-width=\"1322\" tg-height=\"614\"></p>\n<p>如果死板的看，京东的盈利能力大幅增长，似乎应该感到兴奋，但实际上改善利润的招数还是降本增效，比如二季度管理费用23.58亿，同比仅增长1.5%；研发费用40.7亿，同比仅增长1%；三费中，只有销售费用大增16.7%。</p>\n<p>分业务看经营利润，最核心的京东零售，二季度经营利润为81.4亿，较去年同期的81.7亿略有下滑：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/837c81681e83662ce68d6d6a6f7a90fd\" tg-width=\"1335\" tg-height=\"636\"></p>\n<p>新业务二季度经营利润大幅提升至10.6亿，主要是出售物业带来10亿的利润；物流二季度经营利润5.1亿，扭亏为盈。</p>\n<p>很明显，京东零售无论是营收增速还是经营利润，二季度都很难看。</p>\n<p>分析至此，京东股价在财报公布之后跌超5%的谜底算是揭晓了。总的来说，抛开分析师的预期，京东当下的处境并不好！</p>\n<p>&nbsp; <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>刚刚，京东公布了二季报，盘前股价一度跌超5%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b78f3d4fe2a82fec578bb7de0c19a1af\" tg-width=\"1244\" tg-height=\"698\"></p>\n<p>这么惨烈的走势，不用说，二季报凉凉了！</p>\n<p>但是，与分析师预期相比，京东二季度无论是营收还是经营利润皆超出预期，既然如此“靓丽”，为何投资者会蜂拥而出？</p>\n<p>答案是核心业务毫无起色！</p>\n<p>先看整体收入，京东二季度营收2879亿人民币，同比增长7.6%，超出分析师预期的2791亿：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f527df9c47cab3f4fd2b4d02897f4a0\" tg-width=\"1230\" tg-height=\"558\"></p>\n<p>从增速来看，虽然7.6%的增速与之前20%以上的增长相比暗淡了许多，但至少也迎来了拐点，止住了下滑趋势。</p>\n<p>但是，拉动增长的并非是核心的零售主业，而是物流。</p>\n<p>二季度京东零售营收2532.8亿，同比增长4.9%，低于总营收7.6%的增速：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a04bb4ec74f91f5c0605634ce1a380ce\" tg-width=\"1215\" tg-height=\"581\"></p>\n<p>去年二季度因上海疫情，京东营收受到极大影响，考虑到今年3月，京东高调掀起百亿补贴大战，猛烈的攻势之下，仅拿到4.9%的增速，我不知道是不是符合分析师的预期，但起码投资者失望透顶。</p>\n<p>将京东零售进一步细分，发现部分业务更加恐怖，如，二季度日用百货商品收入817亿，同比下滑8.6%！</p>\n<p>传统优势业务电子产品及家电业务营收1521亿，同比增长11.4%，或得益于百亿补贴的拉动，毕竟电子产品最适合搞价格战。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f40a21c2d9b41485ba33b6220cd520e8\" tg-width=\"1233\" tg-height=\"710\"></p>\n<p>增长最快的还是物流业务，二季度营收410亿，同比大增31.2%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61787dd8e1321f55d6761cd1b4e0f853\" tg-width=\"1248\" tg-height=\"572\"></p>\n<p>核心业务在收入上不及预期，利润端更是拉胯。</p>\n<p>仍然先看整体，京东二季度的经营利润为82.7亿，同比大增120%，超出分析师预期的68.9亿：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/856646a7a5b215b7ac240aca2c0b2c8f\" tg-width=\"1322\" tg-height=\"614\"></p>\n<p>如果死板的看，京东的盈利能力大幅增长，似乎应该感到兴奋，但实际上改善利润的招数还是降本增效，比如二季度管理费用23.58亿，同比仅增长1.5%；研发费用40.7亿，同比仅增长1%；三费中，只有销售费用大增16.7%。</p>\n<p>分业务看经营利润，最核心的京东零售，二季度经营利润为81.4亿，较去年同期的81.7亿略有下滑：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/837c81681e83662ce68d6d6a6f7a90fd\" tg-width=\"1335\" tg-height=\"636\"></p>\n<p>新业务二季度经营利润大幅提升至10.6亿，主要是出售物业带来10亿的利润；物流二季度经营利润5.1亿，扭亏为盈。</p>\n<p>很明显，京东零售无论是营收增速还是经营利润，二季度都很难看。</p>\n<p>分析至此，京东股价在财报公布之后跌超5%的谜底算是揭晓了。总的来说，抛开分析师的预期，京东当下的处境并不好！</p>\n<p>&nbsp; <a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> </p></body></html>","text":"刚刚，京东公布了二季报，盘前股价一度跌超5%： 这么惨烈的走势，不用说，二季报凉凉了！ 但是，与分析师预期相比，京东二季度无论是营收还是经营利润皆超出预期，既然如此“靓丽”，为何投资者会蜂拥而出？ 答案是核心业务毫无起色！ 先看整体收入，京东二季度营收2879亿人民币，同比增长7.6%，超出分析师预期的2791亿： 从增速来看，虽然7.6%的增速与之前20%以上的增长相比暗淡了许多，但至少也迎来了拐点，止住了下滑趋势。 但是，拉动增长的并非是核心的零售主业，而是物流。 二季度京东零售营收2532.8亿，同比增长4.9%，低于总营收7.6%的增速： 去年二季度因上海疫情，京东营收受到极大影响，考虑到今年3月，京东高调掀起百亿补贴大战，猛烈的攻势之下，仅拿到4.9%的增速，我不知道是不是符合分析师的预期，但起码投资者失望透顶。 将京东零售进一步细分，发现部分业务更加恐怖，如，二季度日用百货商品收入817亿，同比下滑8.6%！ 传统优势业务电子产品及家电业务营收1521亿，同比增长11.4%，或得益于百亿补贴的拉动，毕竟电子产品最适合搞价格战。 增长最快的还是物流业务，二季度营收410亿，同比大增31.2%： 核心业务在收入上不及预期，利润端更是拉胯。 仍然先看整体，京东二季度的经营利润为82.7亿，同比大增120%，超出分析师预期的68.9亿： 如果死板的看，京东的盈利能力大幅增长，似乎应该感到兴奋，但实际上改善利润的招数还是降本增效，比如二季度管理费用23.58亿，同比仅增长1.5%；研发费用40.7亿，同比仅增长1%；三费中，只有销售费用大增16.7%。 分业务看经营利润，最核心的京东零售，二季度经营利润为81.4亿，较去年同期的81.7亿略有下滑： 新业务二季度经营利润大幅提升至10.6亿，主要是出售物业带来10亿的利润；物流二季度经营利润5.1亿，扭亏为盈。 很明显，京东零售无论是营收增速还是经营利润，二季度都很难看。 分析至此，京东股价在财报公布之后跌超5%的谜底算是揭晓了。总的来说，抛开分析师的预期，京东当下的处境并不好！ $京东(JD)$ $京东集团-SW(09618)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/209644426387704","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["09618","JD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1559,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1043,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/209759412805864"}