三千波比
03-20
$拼多多(PDD)$
悬念提前揭晓,过两天会把我分析的过程发出来和大家讨论。拼多多真的是很少的,公司信息极度隐秘但收入结构清晰的公司(反观阿里业务就很杂),所以很适合个体搜集信息来做判断。
@三千波比:
拼多多Q4财报 收入的确定性与不确定性
晒晒更赚钱
晒晒你的盈亏单,秀秀虎友们的实力!
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。
分享至
微信
复制链接
精彩评论
vision
03-20
vision
很期待你的分享
nicegame
03-20
nicegame
厉害👍
什么也没有了~
APP内打开
发表看法
2
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":286328224075848,"tweetId":"286328224075848","gmtCreate":1710932015336,"gmtModify":1710932019305,"author":{"id":3542545097404908,"authorId":3542545097404908,"authorIdStr":"3542545097404908","name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":60,"starInvestorFlag":true,"starInvestorFollowerNum":19,"starInvestorOrderShareNum":0,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":3.16,"showRor":true,"winRationPercentage":62.962963,"navOrReporedYield":0},"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"晒晒更赚钱","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5bfad02ab61749c8bfe6573ac7bbe8a3}&rnconfig={\"headerBarHidden\": true}","description":"晒晒你的盈亏单,秀秀虎友们的实力!","image":"https://static.tigerbbs.com/347184265ee0be8c363259951f8033cb"}],"images":[{"img":"https://static.tigerbbs.com/5899314601c8100cb1d4dd0d7e437575"}],"coverImages":[{"img":"https://static.tigerbbs.com/5899314601c8100cb1d4dd0d7e437575"}],"html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 悬念提前揭晓,过两天会把我分析的过程发出来和大家讨论。拼多多真的是很少的,公司信息极度隐秘但收入结构清晰的公司(反观阿里业务就很杂),所以很适合个体搜集信息来做判断。</p> <t-t type=\"img\" src=\"https://static.tigerbbs.com/5899314601c8100cb1d4dd0d7e437575\"></t-t></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 悬念提前揭晓,过两天会把我分析的过程发出来和大家讨论。拼多多真的是很少的,公司信息极度隐秘但收入结构清晰的公司(反观阿里业务就很杂),所以很适合个体搜集信息来做判断。</p> <t-t type=\"img\" src=\"https://static.tigerbbs.com/5899314601c8100cb1d4dd0d7e437575\"></t-t></body></html>","text":"$拼多多(PDD)$ 悬念提前揭晓,过两天会把我分析的过程发出来和大家讨论。拼多多真的是很少的,公司信息极度隐秘但收入结构清晰的公司(反观阿里业务就很杂),所以很适合个体搜集信息来做判断。","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/286328224075848","repostId":285610895909184,"repostType":1,"repost":{"magic":2,"id":285610895909184,"tweetId":"285610895909184","gmtCreate":1710734934176,"gmtModify":1710934202490,"author":{"id":3542545097404908,"authorId":3542545097404908,"authorIdStr":"3542545097404908","name":"三千波比","avatar":"https://static.tigerbbs.com/25d2b856d6812e44c47b9f795662cdf0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.29","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":60,"starInvestorFlag":true,"starInvestorFollowerNum":19,"starInvestorOrderShareNum":0,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":3.16,"showRor":true,"winRationPercentage":62.962963,"navOrReporedYield":0},"themes":[{"themeId":"88025a3874964b15a6cb5e204c8c6bf5","categoryId":"dfb621be5c8343ed8b1b54f82c69c3be","name":"我是如何玩转财报的","type":3,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/discussion&rndata={\"themeId\":88025a3874964b15a6cb5e204c8c6bf5}&rnconfig={\"headerBarHidden\": true}","description":"参与老虎征文玩转财报季,分享属于你的财报体验,人人有奖!","image":"https://static.tigerbbs.com/c304cef099628bccae57fd162a4adc5c"}],"images":[{"img":"https://static.tigerbbs.com/8f6922ba6aca8ba5b395c22a5cf9e45a","width":"2174","height":"326"},{"img":"https://static.tigerbbs.com/52431f84086e1264712f18f1187f2bd5","width":"836","height":"368"},{"img":"https://static.tigerbbs.com/06757b58133ec63d4be583146e61da3d","width":"1376","height":"666"},{"img":"https://static.tigerbbs.com/b7bde5413494eac9863b2728622e4eed","width":"2176","height":"1048"},{"img":"https://static.tigerbbs.com/80d49b515673dff3cdd3e8fd3c3525b9","width":"2130","height":"840"}],"coverImages":[{"img":"https://static.tigerbbs.com/8f6922ba6aca8ba5b395c22a5cf9e45a","width":"2174","height":"326"},{"img":"https://static.tigerbbs.com/52431f84086e1264712f18f1187f2bd5","width":"836","height":"368"},{"img":"https://static.tigerbbs.com/06757b58133ec63d4be583146e61da3d","width":"1376","height":"666"}],"title":"拼多多Q4财报 收入的确定性与不确定性","html":"<html><head></head><body><p><strong>前提</strong>:本文适合有一定财务知识,了解过拼多多公司的朋友阅读,不然你都不懂我们在讨论什么。</p>\n<p style=\"text-align: start;\"><strong>结论</strong>:Q4财报关键在于四季度 <strong>国内拼多多是否稳定增长</strong> 和 <strong>Temu是否持续爆炸增长</strong>。</p>\n<p style=\"text-align: start;\"><strong>关键词</strong>:四季度,GMV,佣金收入</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6922ba6aca8ba5b395c22a5cf9e45a\" tg-width=\"2174\" tg-height=\"326\"></p>\n<p><strong>逻辑</strong>:在研究完pdd历年财报和收入结构后,23年Q2Q3财报的超预期原因很明显,</p>\n<p>1.国内市场下沉带来的<strong>pdd主体营收增加</strong>。</p>\n<p>2.海外<strong>Temu</strong>作为第二增长曲线带来的<strong>巨额佣金收入。</strong></p>\n<p>简单来说,用pdd和Temu的人和商家比预测的多太多了,并且拼多多的<strong>收入结构</strong>相较于jd和bb有明显优势。(下文将围绕流量和收入结构来数据分析pddQ4财报)</p>\n<p><strong>指标</strong>:</p>\n<p>pdd国内指标</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52431f84086e1264712f18f1187f2bd5\" tg-width=\"836\" tg-height=\"368\"></p>\n<p>Temu指标</p>\n<p>网站每月流量:</p>\n<p>Feb23-Jul23</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06757b58133ec63d4be583146e61da3d\" tg-width=\"1376\" tg-height=\"666\"></p>\n<p>Aug23-Jan24</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7bde5413494eac9863b2728622e4eed\" tg-width=\"2176\" tg-height=\"1048\"></p>\n<p>Temu卖家下载量:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d49b515673dff3cdd3e8fd3c3525b9\" tg-width=\"2130\" tg-height=\"840\"></p>\n<p>….</p>\n<p>未完待续,有人看就继续写</p></body></html>","htmlText":"<html><head></head><body><p><strong>前提</strong>:本文适合有一定财务知识,了解过拼多多公司的朋友阅读,不然你都不懂我们在讨论什么。</p>\n<p style=\"text-align: start;\"><strong>结论</strong>:Q4财报关键在于四季度 <strong>国内拼多多是否稳定增长</strong> 和 <strong>Temu是否持续爆炸增长</strong>。</p>\n<p style=\"text-align: start;\"><strong>关键词</strong>:四季度,GMV,佣金收入</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f6922ba6aca8ba5b395c22a5cf9e45a\" tg-width=\"2174\" tg-height=\"326\"></p>\n<p><strong>逻辑</strong>:在研究完pdd历年财报和收入结构后,23年Q2Q3财报的超预期原因很明显,</p>\n<p>1.国内市场下沉带来的<strong>pdd主体营收增加</strong>。</p>\n<p>2.海外<strong>Temu</strong>作为第二增长曲线带来的<strong>巨额佣金收入。</strong></p>\n<p>简单来说,用pdd和Temu的人和商家比预测的多太多了,并且拼多多的<strong>收入结构</strong>相较于jd和bb有明显优势。(下文将围绕流量和收入结构来数据分析pddQ4财报)</p>\n<p><strong>指标</strong>:</p>\n<p>pdd国内指标</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52431f84086e1264712f18f1187f2bd5\" tg-width=\"836\" tg-height=\"368\"></p>\n<p>Temu指标</p>\n<p>网站每月流量:</p>\n<p>Feb23-Jul23</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06757b58133ec63d4be583146e61da3d\" tg-width=\"1376\" tg-height=\"666\"></p>\n<p>Aug23-Jan24</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7bde5413494eac9863b2728622e4eed\" tg-width=\"2176\" tg-height=\"1048\"></p>\n<p>Temu卖家下载量:</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80d49b515673dff3cdd3e8fd3c3525b9\" tg-width=\"2130\" tg-height=\"840\"></p>\n<p>….</p>\n<p>未完待续,有人看就继续写</p></body></html>","text":"前提:本文适合有一定财务知识,了解过拼多多公司的朋友阅读,不然你都不懂我们在讨论什么。 结论:Q4财报关键在于四季度 国内拼多多是否稳定增长 和 Temu是否持续爆炸增长。 关键词:四季度,GMV,佣金收入 逻辑:在研究完pdd历年财报和收入结构后,23年Q2Q3财报的超预期原因很明显, 1.国内市场下沉带来的pdd主体营收增加。 2.海外Temu作为第二增长曲线带来的巨额佣金收入。 简单来说,用pdd和Temu的人和商家比预测的多太多了,并且拼多多的收入结构相较于jd和bb有明显优势。(下文将围绕流量和收入结构来数据分析pddQ4财报) 指标: pdd国内指标 Temu指标 网站每月流量: Feb23-Jul23 Aug23-Jan24 Temu卖家下载量: …. 未完待续,有人看就继续写","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/285610895909184","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":561,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":2485,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":172,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":286330189156528,"gmtCreate":1710932387673,"gmtModify":1710932391693,"authorId":5400656025182,"author":{"id":5400656025182,"authorId":5400656025182,"name":"vision","avatar":"https://static.tigerbbs.com/d67e47e5bb77491f2c37ae81c5386950","vip":1,"currentWearingBadge":{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-5","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达10个月","bigImgUrl":"https://static.tigerbbs.com/de3f2938b1f9dddd923333ef958535f5","smallImgUrl":"https://static.tigerbbs.com/a6b8bf4481e36ae8a863eae5098461e6","grayImgUrl":"https://static.tigerbbs.com/91c1c1e4d3607b46e414ab97cc6dd982","redirectLinkEnabled":1,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.03","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5600},"hat":"https://static.tigerbbs.com/6444b4970948c1077534c593eccd6d16","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者:发表过3篇及以上精华帖,且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.26","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":286328224075848,"type":1,"supId":0,"prevId":0,"content":"很期待你的分享","text":"很期待你的分享","html":"很期待你的分享","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":286335914344728,"gmtCreate":1710933789140,"gmtModify":1710933792850,"authorId":3542163055568658,"author":{"id":3542163055568658,"authorId":3542163055568658,"name":"nicegame","avatar":"https://static.tigerbbs.com/80d283fd7836c72a00e4b7af1811a186","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.09","exceedPercentage":"93.03%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":286328224075848,"type":1,"supId":0,"prevId":0,"content":"厉害👍 ","text":"厉害👍 ","html":"厉害👍 ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/286328224075848"}
精彩评论