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qbqkts6818
2021-08-12
[微笑]
@小虎AV:据Tech星球报道,美团正在内测一款名为“饭小圈”的外卖分享平台。用户可以通过微信或通讯录添加“饭友”,点赞评论好友分享的商品订单,还可以点击“跟着吃”下单同款商品,玩法同朋友圈类似。 $美团-W(03690)$ $美团ADR(MPNGY)$
qbqkts6818
2021-06-29
[强]
@小虎活动:【发奖】你猜中了好未来!
qbqkts6818
2021-07-24
[强]
@话题虎:东京奥运会开幕啦!送上赛程表!你在看吗?
qbqkts6818
2021-05-08
[思考]
@价值投资为王:京东物流VS顺丰,谁更值得拥有?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a>","text":"据Tech星球报道,美团正在内测一款名为“饭小圈”的外卖分享平台。用户可以通过微信或通讯录添加“饭友”,点赞评论好友分享的商品订单,还可以点击“跟着吃”下单同款商品,玩法同朋友圈类似。 $美团-W(03690)$ $美团ADR(MPNGY)$","images":[{"img":"https://static.tigerbbs.com/c84f0513f0dc8096bbf7b406773ca94d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895285305","isVote":1,"tweetType":2,"object":{"id":"927d74c500324a71a54e3f6d5c5f5ef3","tweetId":"895285305","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8add48473701925922496403592/Uow0H4vMHCwA.mp4","poster":"https://static.tigerbbs.com/c84f0513f0dc8096bbf7b406773ca94d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174868449,"gmtCreate":1627091100481,"gmtModify":1627091100481,"author":{"id":"10000000000004142","authorId":"10000000000004142","name":"qbqkts6818","avatar":"https://static.tigerbbs.com/b0cccf998fe1744d63f8ea871c96a62e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004142","idStr":"10000000000004142"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174868449","repostId":"175589429","repostType":1,"repost":{"id":175589429,"gmtCreate":1627041487257,"gmtModify":1627048011887,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"东京奥运会开幕啦!送上赛程表!你在看吗?","htmlText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","listText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","text":"开幕啦 开幕啦 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","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159168833","repostId":"127415897","repostType":1,"repost":{"id":127415897,"gmtCreate":1624862890015,"gmtModify":1631885184052,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36984908995200","idStr":"36984908995200"},"themes":[],"title":"【发奖】你猜中了好未来!","htmlText":"教育股大跌之际,虎妞发起了<a href=\"https://laohu8.com/TW/167845874\" target=\"_blank\">好未来走势竞猜</a>。一周过去,公司收涨11.13%。恭喜以下虎友成功预测: <a href=\"https://laohu8.com/U/109226329654265\">@DDWW</a> <a href=\"https://laohu8.com/U/113524690843305\">@夜静思小猪</a> <a href=\"https://laohu8.com/U/163879441421586\">@夏夏夏</a> <a href=\"https://laohu8.com/U/193954355787582\">@高山流水z</a> <a href=\"https://laohu8.com/U/3447201801314195\">@和伟大企业共成长</a> <a href=\"https://laohu8.com/U/3475561889151459\">@爱我丿你pua了吗丿</a> <a href=\"https://laohu8.com/U/3483071512463690\">@Same</a> <a href=\"https://laohu8.com/U/3492137940234102\">@赛德克巴莱大叔</a> <a href=\"https://laohu8.com/U/3495659839184754\">@OOOO20180815</a> <a href=\"https://laohu8.com/U/3531302457847798\">@苹果公司蒂姆库克</a> <a href=\"https://laohu8.com/U/3532417483771819\">@ming_5868</a>","listText":"教育股大跌之际,虎妞发起了<a href=\"https://laohu8.com/TW/167845874\" target=\"_blank\">好未来走势竞猜</a>。一周过去,公司收涨11.13%。恭喜以下虎友成功预测: <a href=\"https://laohu8.com/U/109226329654265\">@DDWW</a> <a href=\"https://laohu8.com/U/113524690843305\">@夜静思小猪</a> <a href=\"https://laohu8.com/U/163879441421586\">@夏夏夏</a> <a href=\"https://laohu8.com/U/193954355787582\">@高山流水z</a> <a href=\"https://laohu8.com/U/3447201801314195\">@和伟大企业共成长</a> <a href=\"https://laohu8.com/U/3475561889151459\">@爱我丿你pua了吗丿</a> <a href=\"https://laohu8.com/U/3483071512463690\">@Same</a> <a href=\"https://laohu8.com/U/3492137940234102\">@赛德克巴莱大叔</a> <a href=\"https://laohu8.com/U/3495659839184754\">@OOOO20180815</a> <a href=\"https://laohu8.com/U/3531302457847798\">@苹果公司蒂姆库克</a> <a href=\"https://laohu8.com/U/3532417483771819\">@ming_5868</a>","text":"教育股大跌之际,虎妞发起了好未来走势竞猜。一周过去,公司收涨11.13%。恭喜以下虎友成功预测: @DDWW @夜静思小猪 @夏夏夏 @高山流水z @和伟大企业共成长 @爱我丿你pua了吗丿 @Same @赛德克巴莱大叔 @OOOO20180815 @苹果公司蒂姆库克 @ming_5868","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127415897","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107841852,"gmtCreate":1620471601076,"gmtModify":1620471601076,"author":{"id":"10000000000004142","authorId":"10000000000004142","name":"qbqkts6818","avatar":"https://static.tigerbbs.com/b0cccf998fe1744d63f8ea871c96a62e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004142","idStr":"10000000000004142"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107841852","repostId":"107142899","repostType":1,"repost":{"id":107142899,"gmtCreate":1620457573608,"gmtModify":1620469800301,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"京东物流VS顺丰,谁更值得拥有?","htmlText":"2020年,新冠疫情突袭,线下消费面临较大的健康风险,网购成为救命稻草。 于是乎,快递公司成为疫情受益股。拿行业的佼佼者顺丰举例,去年股价暴涨了140%,快递茅响彻A股。 然而,仅仅过了一个春节,快递江湖便狼烟四起。受行业价格战重启影响,快递茅顺丰今年一季度业绩爆雷,由去年同期的盈利9个亿变脸为巨亏近10亿,震惊国内外! 顺丰重挫,其他玩家的日子过得同样糟心,无论是圆通,还是韵达,抑或是申通,近年来的股价萎靡不振,当最后标杆倒下,京东物流此时上市,时运似乎不济。 抛开行业困境,借助京东物流IPO的时机,不妨将快递茅顺丰拿来PK,看看京东物流能不能打? 护城河PK:京东物流略胜一筹 京东物流和顺丰在业务类型上稍有不同。 比如顺丰最引以为傲的是独立第三方综合物流企业,始终坚持不碰商流。因此,在业务结构中,时效快递占比最高,2020年的营收占比在43%。 而京东物流,公司的主营业务是一体化供应链物流服务供应商。 相比顺丰的时效件,一体化物流包括快递、整车及零担运输、最后一公里配送、仓储及其他增值服务(如上门安装和售后服务)。 也即京东物流参与到客户生产与流通的整个环节,而顺丰更侧重将产品配送到消费者手中,并不深度参与供应链流程。 从仓库数量上也可看出区别,截止2020年底,京东物流有900+个仓库,总管理面积约2100万平方米,而顺丰拥有228个不同类型的自营仓库,面积约278万平方米。 业务结构上的区别,注定京东物流的客户在更换物流服务商时更加困难,在护城河深浅上,京东物流略胜一筹。 除了供应链物流和快递之间的差异,京东物流有一个好爸爸即京东集团,虽然在京东物流分拆之后,京东集团贡献的收入比例连年下降,但截至2020年,来自京东集团的收入依然占到了53.9%! 依赖京东集团的同时也是京东物流确定性增长的来源,根据券商测算,京东物流的票均收入保持在18元左右,而顺丰的票均收入由2","listText":"2020年,新冠疫情突袭,线下消费面临较大的健康风险,网购成为救命稻草。 于是乎,快递公司成为疫情受益股。拿行业的佼佼者顺丰举例,去年股价暴涨了140%,快递茅响彻A股。 然而,仅仅过了一个春节,快递江湖便狼烟四起。受行业价格战重启影响,快递茅顺丰今年一季度业绩爆雷,由去年同期的盈利9个亿变脸为巨亏近10亿,震惊国内外! 顺丰重挫,其他玩家的日子过得同样糟心,无论是圆通,还是韵达,抑或是申通,近年来的股价萎靡不振,当最后标杆倒下,京东物流此时上市,时运似乎不济。 抛开行业困境,借助京东物流IPO的时机,不妨将快递茅顺丰拿来PK,看看京东物流能不能打? 护城河PK:京东物流略胜一筹 京东物流和顺丰在业务类型上稍有不同。 比如顺丰最引以为傲的是独立第三方综合物流企业,始终坚持不碰商流。因此,在业务结构中,时效快递占比最高,2020年的营收占比在43%。 而京东物流,公司的主营业务是一体化供应链物流服务供应商。 相比顺丰的时效件,一体化物流包括快递、整车及零担运输、最后一公里配送、仓储及其他增值服务(如上门安装和售后服务)。 也即京东物流参与到客户生产与流通的整个环节,而顺丰更侧重将产品配送到消费者手中,并不深度参与供应链流程。 从仓库数量上也可看出区别,截止2020年底,京东物流有900+个仓库,总管理面积约2100万平方米,而顺丰拥有228个不同类型的自营仓库,面积约278万平方米。 业务结构上的区别,注定京东物流的客户在更换物流服务商时更加困难,在护城河深浅上,京东物流略胜一筹。 除了供应链物流和快递之间的差异,京东物流有一个好爸爸即京东集团,虽然在京东物流分拆之后,京东集团贡献的收入比例连年下降,但截至2020年,来自京东集团的收入依然占到了53.9%! 依赖京东集团的同时也是京东物流确定性增长的来源,根据券商测算,京东物流的票均收入保持在18元左右,而顺丰的票均收入由2","text":"2020年,新冠疫情突袭,线下消费面临较大的健康风险,网购成为救命稻草。 于是乎,快递公司成为疫情受益股。拿行业的佼佼者顺丰举例,去年股价暴涨了140%,快递茅响彻A股。 然而,仅仅过了一个春节,快递江湖便狼烟四起。受行业价格战重启影响,快递茅顺丰今年一季度业绩爆雷,由去年同期的盈利9个亿变脸为巨亏近10亿,震惊国内外! 顺丰重挫,其他玩家的日子过得同样糟心,无论是圆通,还是韵达,抑或是申通,近年来的股价萎靡不振,当最后标杆倒下,京东物流此时上市,时运似乎不济。 抛开行业困境,借助京东物流IPO的时机,不妨将快递茅顺丰拿来PK,看看京东物流能不能打? 护城河PK:京东物流略胜一筹 京东物流和顺丰在业务类型上稍有不同。 比如顺丰最引以为傲的是独立第三方综合物流企业,始终坚持不碰商流。因此,在业务结构中,时效快递占比最高,2020年的营收占比在43%。 而京东物流,公司的主营业务是一体化供应链物流服务供应商。 相比顺丰的时效件,一体化物流包括快递、整车及零担运输、最后一公里配送、仓储及其他增值服务(如上门安装和售后服务)。 也即京东物流参与到客户生产与流通的整个环节,而顺丰更侧重将产品配送到消费者手中,并不深度参与供应链流程。 从仓库数量上也可看出区别,截止2020年底,京东物流有900+个仓库,总管理面积约2100万平方米,而顺丰拥有228个不同类型的自营仓库,面积约278万平方米。 业务结构上的区别,注定京东物流的客户在更换物流服务商时更加困难,在护城河深浅上,京东物流略胜一筹。 除了供应链物流和快递之间的差异,京东物流有一个好爸爸即京东集团,虽然在京东物流分拆之后,京东集团贡献的收入比例连年下降,但截至2020年,来自京东集团的收入依然占到了53.9%! 依赖京东集团的同时也是京东物流确定性增长的来源,根据券商测算,京东物流的票均收入保持在18元左右,而顺丰的票均收入由2","images":[{"img":"https://static.tigerbbs.com/2c4a4d95f8a5e6143821433cca442277","width":"785","height":"467"},{"img":"https://static.tigerbbs.com/2c33fbe8608fb6f074257e042f123ff0","width":"787","height":"480"},{"img":"https://static.tigerbbs.com/339974059881d0527760284eb611819d","width":"1518","height":"447"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107142899","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":895415459,"gmtCreate":1628765100371,"gmtModify":1628765100371,"author":{"id":"10000000000004142","authorId":"10000000000004142","name":"qbqkts6818","avatar":"https://static.tigerbbs.com/b0cccf998fe1744d63f8ea871c96a62e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004142","idStr":"10000000000004142"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/895415459","repostId":"895285305","repostType":1,"repost":{"id":895285305,"gmtCreate":1628747699305,"gmtModify":1628747699305,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"美团试水外卖社交,“内测“饭小圈”","htmlText":"\n \n \n 据Tech星球报道,美团正在内测一款名为“饭小圈”的外卖分享平台。用户可以通过微信或通讯录添加“饭友”,点赞评论好友分享的商品订单,还可以点击“跟着吃”下单同款商品,玩法同朋友圈类似。 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a>\n \n","listText":"据Tech星球报道,美团正在内测一款名为“饭小圈”的外卖分享平台。用户可以通过微信或通讯录添加“饭友”,点赞评论好友分享的商品订单,还可以点击“跟着吃”下单同款商品,玩法同朋友圈类似。 <a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> <a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$</a>","text":"据Tech星球报道,美团正在内测一款名为“饭小圈”的外卖分享平台。用户可以通过微信或通讯录添加“饭友”,点赞评论好友分享的商品订单,还可以点击“跟着吃”下单同款商品,玩法同朋友圈类似。 $美团-W(03690)$ $美团ADR(MPNGY)$","images":[{"img":"https://static.tigerbbs.com/c84f0513f0dc8096bbf7b406773ca94d","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895285305","isVote":1,"tweetType":2,"object":{"id":"927d74c500324a71a54e3f6d5c5f5ef3","tweetId":"895285305","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/8add48473701925922496403592/Uow0H4vMHCwA.mp4","poster":"https://static.tigerbbs.com/c84f0513f0dc8096bbf7b406773ca94d"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159168833,"gmtCreate":1624949100722,"gmtModify":1624949100722,"author":{"id":"10000000000004142","authorId":"10000000000004142","name":"qbqkts6818","avatar":"https://static.tigerbbs.com/b0cccf998fe1744d63f8ea871c96a62e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004142","idStr":"10000000000004142"},"themes":[],"title":"","htmlText":"[强] 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href=\"https://laohu8.com/U/3483071512463690\">@Same</a> <a href=\"https://laohu8.com/U/3492137940234102\">@赛德克巴莱大叔</a> <a href=\"https://laohu8.com/U/3495659839184754\">@OOOO20180815</a> <a href=\"https://laohu8.com/U/3531302457847798\">@苹果公司蒂姆库克</a> <a href=\"https://laohu8.com/U/3532417483771819\">@ming_5868</a>","text":"教育股大跌之际,虎妞发起了好未来走势竞猜。一周过去,公司收涨11.13%。恭喜以下虎友成功预测: @DDWW @夜静思小猪 @夏夏夏 @高山流水z @和伟大企业共成长 @爱我丿你pua了吗丿 @Same @赛德克巴莱大叔 @OOOO20180815 @苹果公司蒂姆库克 @ming_5868","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127415897","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":174868449,"gmtCreate":1627091100481,"gmtModify":1627091100481,"author":{"id":"10000000000004142","authorId":"10000000000004142","name":"qbqkts6818","avatar":"https://static.tigerbbs.com/b0cccf998fe1744d63f8ea871c96a62e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000004142","idStr":"10000000000004142"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174868449","repostId":"175589429","repostType":1,"repost":{"id":175589429,"gmtCreate":1627041487257,"gmtModify":1627048011887,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"东京奥运会开幕啦!送上赛程表!你在看吗?","htmlText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","listText":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: <a href=\"https://laohu8.com/TW/172363055\" target=\"_blank\">史上最独特的奥运会即将开幕,你期待吗?</a>","text":"开幕啦 开幕啦 不过从朋友圈的感觉上看,好像大家对这届奥运会的关注度好低,而且开幕式节目的风评也一般般,是我的错觉吗? 废话不多说啦,希望中国军团踊跃夺金! 赛程表如下:相关阅读: 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","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107841852","repostId":"107142899","repostType":1,"repost":{"id":107142899,"gmtCreate":1620457573608,"gmtModify":1620469800301,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"京东物流VS顺丰,谁更值得拥有?","htmlText":"2020年,新冠疫情突袭,线下消费面临较大的健康风险,网购成为救命稻草。 于是乎,快递公司成为疫情受益股。拿行业的佼佼者顺丰举例,去年股价暴涨了140%,快递茅响彻A股。 然而,仅仅过了一个春节,快递江湖便狼烟四起。受行业价格战重启影响,快递茅顺丰今年一季度业绩爆雷,由去年同期的盈利9个亿变脸为巨亏近10亿,震惊国内外! 顺丰重挫,其他玩家的日子过得同样糟心,无论是圆通,还是韵达,抑或是申通,近年来的股价萎靡不振,当最后标杆倒下,京东物流此时上市,时运似乎不济。 抛开行业困境,借助京东物流IPO的时机,不妨将快递茅顺丰拿来PK,看看京东物流能不能打? 护城河PK:京东物流略胜一筹 京东物流和顺丰在业务类型上稍有不同。 比如顺丰最引以为傲的是独立第三方综合物流企业,始终坚持不碰商流。因此,在业务结构中,时效快递占比最高,2020年的营收占比在43%。 而京东物流,公司的主营业务是一体化供应链物流服务供应商。 相比顺丰的时效件,一体化物流包括快递、整车及零担运输、最后一公里配送、仓储及其他增值服务(如上门安装和售后服务)。 也即京东物流参与到客户生产与流通的整个环节,而顺丰更侧重将产品配送到消费者手中,并不深度参与供应链流程。 从仓库数量上也可看出区别,截止2020年底,京东物流有900+个仓库,总管理面积约2100万平方米,而顺丰拥有228个不同类型的自营仓库,面积约278万平方米。 业务结构上的区别,注定京东物流的客户在更换物流服务商时更加困难,在护城河深浅上,京东物流略胜一筹。 除了供应链物流和快递之间的差异,京东物流有一个好爸爸即京东集团,虽然在京东物流分拆之后,京东集团贡献的收入比例连年下降,但截至2020年,来自京东集团的收入依然占到了53.9%! 依赖京东集团的同时也是京东物流确定性增长的来源,根据券商测算,京东物流的票均收入保持在18元左右,而顺丰的票均收入由2","listText":"2020年,新冠疫情突袭,线下消费面临较大的健康风险,网购成为救命稻草。 于是乎,快递公司成为疫情受益股。拿行业的佼佼者顺丰举例,去年股价暴涨了140%,快递茅响彻A股。 然而,仅仅过了一个春节,快递江湖便狼烟四起。受行业价格战重启影响,快递茅顺丰今年一季度业绩爆雷,由去年同期的盈利9个亿变脸为巨亏近10亿,震惊国内外! 顺丰重挫,其他玩家的日子过得同样糟心,无论是圆通,还是韵达,抑或是申通,近年来的股价萎靡不振,当最后标杆倒下,京东物流此时上市,时运似乎不济。 抛开行业困境,借助京东物流IPO的时机,不妨将快递茅顺丰拿来PK,看看京东物流能不能打? 护城河PK:京东物流略胜一筹 京东物流和顺丰在业务类型上稍有不同。 比如顺丰最引以为傲的是独立第三方综合物流企业,始终坚持不碰商流。因此,在业务结构中,时效快递占比最高,2020年的营收占比在43%。 而京东物流,公司的主营业务是一体化供应链物流服务供应商。 相比顺丰的时效件,一体化物流包括快递、整车及零担运输、最后一公里配送、仓储及其他增值服务(如上门安装和售后服务)。 也即京东物流参与到客户生产与流通的整个环节,而顺丰更侧重将产品配送到消费者手中,并不深度参与供应链流程。 从仓库数量上也可看出区别,截止2020年底,京东物流有900+个仓库,总管理面积约2100万平方米,而顺丰拥有228个不同类型的自营仓库,面积约278万平方米。 业务结构上的区别,注定京东物流的客户在更换物流服务商时更加困难,在护城河深浅上,京东物流略胜一筹。 除了供应链物流和快递之间的差异,京东物流有一个好爸爸即京东集团,虽然在京东物流分拆之后,京东集团贡献的收入比例连年下降,但截至2020年,来自京东集团的收入依然占到了53.9%! 依赖京东集团的同时也是京东物流确定性增长的来源,根据券商测算,京东物流的票均收入保持在18元左右,而顺丰的票均收入由2","text":"2020年,新冠疫情突袭,线下消费面临较大的健康风险,网购成为救命稻草。 于是乎,快递公司成为疫情受益股。拿行业的佼佼者顺丰举例,去年股价暴涨了140%,快递茅响彻A股。 然而,仅仅过了一个春节,快递江湖便狼烟四起。受行业价格战重启影响,快递茅顺丰今年一季度业绩爆雷,由去年同期的盈利9个亿变脸为巨亏近10亿,震惊国内外! 顺丰重挫,其他玩家的日子过得同样糟心,无论是圆通,还是韵达,抑或是申通,近年来的股价萎靡不振,当最后标杆倒下,京东物流此时上市,时运似乎不济。 抛开行业困境,借助京东物流IPO的时机,不妨将快递茅顺丰拿来PK,看看京东物流能不能打? 护城河PK:京东物流略胜一筹 京东物流和顺丰在业务类型上稍有不同。 比如顺丰最引以为傲的是独立第三方综合物流企业,始终坚持不碰商流。因此,在业务结构中,时效快递占比最高,2020年的营收占比在43%。 而京东物流,公司的主营业务是一体化供应链物流服务供应商。 相比顺丰的时效件,一体化物流包括快递、整车及零担运输、最后一公里配送、仓储及其他增值服务(如上门安装和售后服务)。 也即京东物流参与到客户生产与流通的整个环节,而顺丰更侧重将产品配送到消费者手中,并不深度参与供应链流程。 从仓库数量上也可看出区别,截止2020年底,京东物流有900+个仓库,总管理面积约2100万平方米,而顺丰拥有228个不同类型的自营仓库,面积约278万平方米。 业务结构上的区别,注定京东物流的客户在更换物流服务商时更加困难,在护城河深浅上,京东物流略胜一筹。 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