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@价值投资为王：京东物流一季报BBQ了！

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[流泪]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/615600409","repostId":615358611,"repostType":1,"repost":{"magic":2,"id":615358611,"tweetId":"615358611","gmtCreate":1652794222833,"gmtModify":1652837661630,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"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":"2024.12.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":45412,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/19c3a8f49ce1fdf1df306d3bd9169f24","width":"632","height":"232"},{"img":"https://static.tigerbbs.com/e8cb97bc2f9bc08298becc7084ad3174","width":"632","height":"316"},{"img":"https://static.tigerbbs.com/49cfe207f089101d6fb44789f786f8d5","width":"632","height":"350"},{"img":"https://static.tigerbbs.com/0156e6ebf68e2769896c3a9fc8ba8c11","width":"632","height":"228"}],"coverImages":[{"img":"https://static.tigerbbs.com/19c3a8f49ce1fdf1df306d3bd9169f24","width":"632","height":"232"},{"img":"https://static.tigerbbs.com/e8cb97bc2f9bc08298becc7084ad3174","width":"632","height":"316"},{"img":"https://static.tigerbbs.com/49cfe207f089101d6fb44789f786f8d5","width":"632","height":"350"}],"title":"京东物流一季报BBQ了！","extraTitle":"","html":"<html><head></head><body><p>京东和京东物流在同一日发布了一季报，其中，京东营收增速超预期，而京东物流，可能要BBQ了！</p><p>数据显示，京东物流一季度营收273.5亿元，同比增长22%。</p><p>这个增速相比2020年和2021年40%+的成绩而言，放缓明显：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8cb97bc2f9bc08298becc7084ad3174\" tg-width=\"632\" tg-height=\"316\"></p><p>分业务类型来看，一体化供应链营收179亿，同比增长16.2%，慢于整体增速：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19c3a8f49ce1fdf1df306d3bd9169f24\" tg-width=\"632\" tg-height=\"232\"></p><p>在京东物流上市时，公司主打的亮点便是一体化供应链优势，而如今，上市尚不足一年，这项引以为傲的优势业务便大幅变脸，这让京东物流情何以堪？</p><p>除供应链物流外，京东物流还有一个标签让资本市场津津乐道，便是背靠京东集团，有自己的商流优势。</p><p>然而，一季度，来自京东集团的收入114亿，同比增长12%，严重跑输整体：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0156e6ebf68e2769896c3a9fc8ba8c11\" tg-width=\"632\" tg-height=\"228\"></p><p>成长速度没亮点，盈利能力方面，一季度毛利率5.3%，明显高于去年同期的1%。</p><p>但与2021年整体5.5%的毛利率相比，倒也没有展现出增强的态势。</p><p>在亏损幅度方面，非国际财务报告准则下，倒是明显缩小亏损：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49cfe207f089101d6fb44789f786f8d5\" tg-width=\"632\" tg-height=\"350\"></p><p>虽然盈利能力增强，但于当下的京东物流而言，成长速度更为重要。</p><p>相比自身过往成绩，一季度断崖式下降，相比顺丰控股一季度48%的营收增速，京东物流明显矮了一头。</p><p>要知道，京东物流的收入只有顺丰的43%，理应规模小的成长速度更快。</p><p>从一季报情况来看，拖累的主要因素是一体化供应链，不知道是不是疫情对企业影响过大，妨碍了相关投入。</p><p>由此来看，一体化供应链物流，在商业模式要矮了速运一头！</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002352\">$顺丰控股(002352)$</a>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>京东和京东物流在同一日发布了一季报，其中，京东营收增速超预期，而京东物流，可能要BBQ了！</p><p>数据显示，京东物流一季度营收273.5亿元，同比增长22%。</p><p>这个增速相比2020年和2021年40%+的成绩而言，放缓明显：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8cb97bc2f9bc08298becc7084ad3174\" tg-width=\"632\" tg-height=\"316\"></p><p>分业务类型来看，一体化供应链营收179亿，同比增长16.2%，慢于整体增速：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/19c3a8f49ce1fdf1df306d3bd9169f24\" tg-width=\"632\" tg-height=\"232\"></p><p>在京东物流上市时，公司主打的亮点便是一体化供应链优势，而如今，上市尚不足一年，这项引以为傲的优势业务便大幅变脸，这让京东物流情何以堪？</p><p>除供应链物流外，京东物流还有一个标签让资本市场津津乐道，便是背靠京东集团，有自己的商流优势。</p><p>然而，一季度，来自京东集团的收入114亿，同比增长12%，严重跑输整体：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0156e6ebf68e2769896c3a9fc8ba8c11\" tg-width=\"632\" tg-height=\"228\"></p><p>成长速度没亮点，盈利能力方面，一季度毛利率5.3%，明显高于去年同期的1%。</p><p>但与2021年整体5.5%的毛利率相比，倒也没有展现出增强的态势。</p><p>在亏损幅度方面，非国际财务报告准则下，倒是明显缩小亏损：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/49cfe207f089101d6fb44789f786f8d5\" tg-width=\"632\" tg-height=\"350\"></p><p>虽然盈利能力增强，但于当下的京东物流而言，成长速度更为重要。</p><p>相比自身过往成绩，一季度断崖式下降，相比顺丰控股一季度48%的营收增速，京东物流明显矮了一头。</p><p>要知道，京东物流的收入只有顺丰的43%，理应规模小的成长速度更快。</p><p>从一季报情况来看，拖累的主要因素是一体化供应链，不知道是不是疫情对企业影响过大，妨碍了相关投入。</p><p>由此来看，一体化供应链物流，在商业模式要矮了速运一头！</p><p><a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/002352\">$顺丰控股(002352)$</a>&nbsp;</p></body></html>","text":"京东和京东物流在同一日发布了一季报，其中，京东营收增速超预期，而京东物流，可能要BBQ了！ 数据显示，京东物流一季度营收273.5亿元，同比增长22%。 这个增速相比2020年和2021年40%+的成绩而言，放缓明显： 分业务类型来看，一体化供应链营收179亿，同比增长16.2%，慢于整体增速： 在京东物流上市时，公司主打的亮点便是一体化供应链优势，而如今，上市尚不足一年，这项引以为傲的优势业务便大幅变脸，这让京东物流情何以堪？ 除供应链物流外，京东物流还有一个标签让资本市场津津乐道，便是背靠京东集团，有自己的商流优势。 然而，一季度，来自京东集团的收入114亿，同比增长12%，严重跑输整体： 成长速度没亮点，盈利能力方面，一季度毛利率5.3%，明显高于去年同期的1%。 但与2021年整体5.5%的毛利率相比，倒也没有展现出增强的态势。 在亏损幅度方面，非国际财务报告准则下，倒是明显缩小亏损： 虽然盈利能力增强，但于当下的京东物流而言，成长速度更为重要。 相比自身过往成绩，一季度断崖式下降，相比顺丰控股一季度48%的营收增速，京东物流明显矮了一头。 要知道，京东物流的收入只有顺丰的43%，理应规模小的成长速度更快。 从一季报情况来看，拖累的主要因素是一体化供应链，不知道是不是疫情对企业影响过大，妨碍了相关投入。 由此来看，一体化供应链物流，在商业模式要矮了速运一头！ $京东物流(02618)$ 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