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@价值投资为王：京东Q3：年内最惨电商股，还有机会翻身吗？

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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5852d21f9da53b3ab73a64d51627de90\" tg-width=\"936\" tg-height=\"489\"></p>\n<p>在三季报发布前不久，京东股价刚刚创下4年来新低，距离历史最低点仅一步之遥！</p>\n<p>作为最悲壮的电商股，投资者期待一份强劲的财报能够扭转趋势，从盘前走势来看，三季报公布之后一度大涨近6%，似乎预示着反转在即。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/189d4c403d8eab31bc6187424557a218\" tg-width=\"816\" tg-height=\"697\"></p>\n<p>然而，细看京东三季报，情况仍不乐观。</p>\n<p>具体来看，京东三季度营收2476.98亿人民币，超出分析师一致预期的2465.9亿，同比增长1.7%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74376c2fbaac51cd36cbb5b31819c0a8\" tg-width=\"1230\" tg-height=\"558\"></p>\n<p>利润方面，三季度经营利润93亿，经营利润率达到3.8%，创历史新高：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c529b7ecb6b9b901f820574d5d60cc2\" tg-width=\"1321\" tg-height=\"613\"></p>\n<p>此前，市场担忧京东加入百亿补贴大战会损害利润，经过两个季度财报后，这份隐忧可以消退了，但仔细看各项业务，成长性依然不乐观。</p>\n<p>其中，最核心的京东零售业务三季度营收2120.59亿，同比仅增长0.1%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b71d7b6444c02d08fef01c335de8450\" tg-width=\"1224\" tg-height=\"571\"></p>\n<p>从产品上看，三季度电子产品及家用电器营收1193.16亿，同比微增0.03%；日用百货营收759.88亿，同比下滑2.26%，下滑幅度较前两季有所收窄；平台及广告收入为195.29亿，同比增长3%，增速创新低；物流及其他营收328.65亿，同比增长19.27%，增速创新低：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2214f4da0cafa9ce182438a70f8c943e\" tg-width=\"1362\" tg-height=\"612\"></p>\n<p>由此来看，虽然京东三季度整体营收和利润率超出分析师预期，但核心业务仍然疲弱，目前，分析师预计四季度的营收增速在2.2%，且看管理层在业绩会上能否给出乐观预期。</p>\n<p>展望未来，京东或仍深受地产危机伤害，一方面京东最核心的业务是销售电子产品和家用电器，后者直接和房地产销售相关，考虑到交房及装修周期，京东的考验或在后头。而由于地产经济占国内GDP的比重过高，地产危机同时带崩了消费，人民陷入资产负债表衰退，消费降级现象遍布各行各业。</p>\n<p>京东或仍将蛰伏，唯一乐观的因素或许只剩下估值，经过惨无人道的下跌之后，京东的市盈率只有13倍，对比个位数的营收增速，也算是匹配：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a44e32b899dc0c56f532d604ea2cde\" tg-width=\"1384\" tg-height=\"607\"></p>\n<p>最后，三季报截止时间是9月底，如今已是11月中旬，双十一刚刚结束，期待业绩会上管理层能透露更多实时经营信息，若有明显改善迹象，或能带动股价开启反弹模式。</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>\n<p>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>国内电商三巨头，京东是最惨的一个，年内的跌幅超过50%，远差于竞争对手阿里巴巴和拼多多：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5852d21f9da53b3ab73a64d51627de90\" tg-width=\"936\" tg-height=\"489\"></p>\n<p>在三季报发布前不久，京东股价刚刚创下4年来新低，距离历史最低点仅一步之遥！</p>\n<p>作为最悲壮的电商股，投资者期待一份强劲的财报能够扭转趋势，从盘前走势来看，三季报公布之后一度大涨近6%，似乎预示着反转在即。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/189d4c403d8eab31bc6187424557a218\" tg-width=\"816\" tg-height=\"697\"></p>\n<p>然而，细看京东三季报，情况仍不乐观。</p>\n<p>具体来看，京东三季度营收2476.98亿人民币，超出分析师一致预期的2465.9亿，同比增长1.7%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74376c2fbaac51cd36cbb5b31819c0a8\" tg-width=\"1230\" tg-height=\"558\"></p>\n<p>利润方面，三季度经营利润93亿，经营利润率达到3.8%，创历史新高：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c529b7ecb6b9b901f820574d5d60cc2\" tg-width=\"1321\" tg-height=\"613\"></p>\n<p>此前，市场担忧京东加入百亿补贴大战会损害利润，经过两个季度财报后，这份隐忧可以消退了，但仔细看各项业务，成长性依然不乐观。</p>\n<p>其中，最核心的京东零售业务三季度营收2120.59亿，同比仅增长0.1%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b71d7b6444c02d08fef01c335de8450\" tg-width=\"1224\" tg-height=\"571\"></p>\n<p>从产品上看，三季度电子产品及家用电器营收1193.16亿，同比微增0.03%；日用百货营收759.88亿，同比下滑2.26%，下滑幅度较前两季有所收窄；平台及广告收入为195.29亿，同比增长3%，增速创新低；物流及其他营收328.65亿，同比增长19.27%，增速创新低：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2214f4da0cafa9ce182438a70f8c943e\" tg-width=\"1362\" tg-height=\"612\"></p>\n<p>由此来看，虽然京东三季度整体营收和利润率超出分析师预期，但核心业务仍然疲弱，目前，分析师预计四季度的营收增速在2.2%，且看管理层在业绩会上能否给出乐观预期。</p>\n<p>展望未来，京东或仍深受地产危机伤害，一方面京东最核心的业务是销售电子产品和家用电器，后者直接和房地产销售相关，考虑到交房及装修周期，京东的考验或在后头。而由于地产经济占国内GDP的比重过高，地产危机同时带崩了消费，人民陷入资产负债表衰退，消费降级现象遍布各行各业。</p>\n<p>京东或仍将蛰伏，唯一乐观的因素或许只剩下估值，经过惨无人道的下跌之后，京东的市盈率只有13倍，对比个位数的营收增速，也算是匹配：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6a44e32b899dc0c56f532d604ea2cde\" tg-width=\"1384\" tg-height=\"607\"></p>\n<p>最后，三季报截止时间是9月底，如今已是11月中旬，双十一刚刚结束，期待业绩会上管理层能透露更多实时经营信息，若有明显改善迹象，或能带动股价开启反弹模式。</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>\n<p>&nbsp;</p></body></html>","text":"国内电商三巨头，京东是最惨的一个，年内的跌幅超过50%，远差于竞争对手阿里巴巴和拼多多： 在三季报发布前不久，京东股价刚刚创下4年来新低，距离历史最低点仅一步之遥！ 作为最悲壮的电商股，投资者期待一份强劲的财报能够扭转趋势，从盘前走势来看，三季报公布之后一度大涨近6%，似乎预示着反转在即。 然而，细看京东三季报，情况仍不乐观。 具体来看，京东三季度营收2476.98亿人民币，超出分析师一致预期的2465.9亿，同比增长1.7%： 利润方面，三季度经营利润93亿，经营利润率达到3.8%，创历史新高： 此前，市场担忧京东加入百亿补贴大战会损害利润，经过两个季度财报后，这份隐忧可以消退了，但仔细看各项业务，成长性依然不乐观。 其中，最核心的京东零售业务三季度营收2120.59亿，同比仅增长0.1%： 从产品上看，三季度电子产品及家用电器营收1193.16亿，同比微增0.03%；日用百货营收759.88亿，同比下滑2.26%，下滑幅度较前两季有所收窄；平台及广告收入为195.29亿，同比增长3%，增速创新低；物流及其他营收328.65亿，同比增长19.27%，增速创新低： 由此来看，虽然京东三季度整体营收和利润率超出分析师预期，但核心业务仍然疲弱，目前，分析师预计四季度的营收增速在2.2%，且看管理层在业绩会上能否给出乐观预期。 展望未来，京东或仍深受地产危机伤害，一方面京东最核心的业务是销售电子产品和家用电器，后者直接和房地产销售相关，考虑到交房及装修周期，京东的考验或在后头。而由于地产经济占国内GDP的比重过高，地产危机同时带崩了消费，人民陷入资产负债表衰退，消费降级现象遍布各行各业。 京东或仍将蛰伏，唯一乐观的因素或许只剩下估值，经过惨无人道的下跌之后，京东的市盈率只有13倍，对比个位数的营收增速，也算是匹配： 最后，三季报截止时间是9月底，如今已是11月中旬，双十一刚刚结束，期待业绩会上管理层能透露更多实时经营信息，若有明显改善迹象，或能带动股价开启反弹模式。 $京东(JD)$ $京东集团-SW(09618)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/241721443422264","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":1526,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":87,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/242165797040208"}