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Deep_Thinker

Deep_Thinker

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IP属地：江苏

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2021-08-26

快递已经变成了如同水电一样的基础民生服务了，价格涨了，老百姓不愿意，政府不愿意，快递赚点辛苦钱算了，指望发大财不现实了

中通财报：“增收不增利”怪圈难破

2021-03-02

$中国电影(600977)$一个电影50亿票房的电影茅不如收几块钱的$宋城演艺(300144)$ ？

2021-02-12

$唯品会(VIPS)$准备退市，绞肉开始，$聚美优品(JMEI)$ ,当当，如涵。。

2020-03-19

$中通快递(ZTO)$营收不增长，利润靠调节，好邪恶的财报

2020-03-15

$中国国航(601111)$国际航班暴涨

2020-03-15

$中国国航(00753)$海外华人纷纷回国避疫，国际航班满仓暴涨

2020-03-13

$中通快递(ZTO)$申通圆通韵达顺丰都跌跌不休的，独炒中通是什么逻辑？

2020-01-12

$聚美优品(JMEI)$ 哎，从聚美看中概股所谓价值投资是如此的不堪一击，纵使企业真的被低估，先不说大股东和管理层有千万种方式掏空公司（$*ST保千(SH600074)$ ），更像聚美优品这么直接硬流氓的方式，不理睬小股东，故意延迟发放财报甚至释放利空，缩股打压股价，作为小股东又能奈何？小股东们看着公司基本面，还真以为买了他的股票就对公司有部分所有权，实际从来就没办法占到大股东的便宜，可以说公司权利层是股价涨跌通吃，股价涨了，大股东身价高了，还能抵押股票和卖股票圈钱，股价便宜了，可以几乎0价格强势回收，换个地方继续圈钱。而作为小股东，实际也永远只能通过吆喝股价上涨，高位卖给接盘侠赚点风险钱，与大股东分利这事想都不用想。就算大企业如阿里巴巴(BABA)$，也有当年强退的历史。$乐信(LX)$，$趣店(QD)这类货随其后

2020-01-06

$网易(NTES)$ 除了**上狂吹段永平搞过这货之外，实在想不出一家游戏公司营收只有4.5％的增长，利润只有8.9％的增长，估值却给与47倍PE的理由在哪里？对了，还有个靠捡淘宝垃圾商户的，难道忘了阿里因为这些垃圾商户遭受过集体诉讼而巨赔的事了？

2019-12-20

$红黄蓝(RYB)$ 刚需行业，龙头企业，30000入学儿童，5000万流通市值，估值便宜的不像话

2019-12-12

卧槽，什么牛逼都敢吹

抱歉，原内容已删除

2019-12-12

信用卡几百年前就能分期购物了吧

深圳金融名片最佳新金融公司

2019-12-03

一年以后股价跌掉3/4，立此为证

东兴证券：拼多多(PDD.US)“百亿补贴”在现阶段仍有重要价值，可以实现向中高端市场进军

2018-10-18

$中海油(CEO)$ 中石油跌停了，跌中海油来补一个

2018-09-26

$再鼎医药(ZLAB)$ 过几天再鼎去美国有个炉边会议是啥情况？

2018-09-19

$中国恒大(03333)$ 今天是出货的好时机，大盘这么大涨，好掩护

2018-09-17

$趣头条(QTT)$ 怎么是一点都不趣啊，倒挺像传销的拉人头模式

2018-08-28

东南亚这些番邦小国真毫无信义可言，谁去投资谁傻逼

2018-08-08

$微博(WB)$ 靠预装在**丝机里自己弹框推送消息有啥用，这能叫日活吗？明显现在直播和短视频占用了**丝的绝大多数时间，明智一点的广告商都不会在一个用户停留很短的APP上放广告。

2018-07-27

$纳斯达克(.IXIC)$ sell on the news

去老虎APP查看更多动态

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mes":[],"htmlText":"快递已经变成了如同水电一样的基础民生服务了，价格涨了，老百姓不愿意，政府不愿意，快递赚点辛苦钱算了，指望发大财不现实了","listText":"快递已经变成了如同水电一样的基础民生服务了，价格涨了，老百姓不愿意，政府不愿意，快递赚点辛苦钱算了，指望发大财不现实了","text":"快递已经变成了如同水电一样的基础民生服务了，价格涨了，老百姓不愿意，政府不愿意，快递赚点辛苦钱算了，指望发大财不现实了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810409431","repostId":"2162066359","repostType":2,"repost":{"id":"2162066359","pubTimestamp":1629942904,"share":"https://www.laohu8.com/m/news/2162066359?lang=&edition=full","pubTime":"2021-08-26 09:55","market":"us","language":"zh","title":"中通财报：“增收不增利”怪圈难破","url":"https://stock-news.laohu8.com/highlight/detail?id=2162066359","media":"砍柴网","summary":"随着电商平台自有快递的入局，整个快递行业的竞争愈发激烈，彼此间的“价格战”更是令各家快递公司苦不堪言，整个赛道的各路玩家都陷入了“增收不增利”的怪圈之中，作为快递行业巨头之一的中通快递也不例外。增收不增利近日，中通快递发布了2021年第二季度的财报。价格战仍是罪魁财报数据显示，中通快递第二季度的包裹量为57.72亿件，同比增长了25.6%，日均业务量超过6300万票。","content":"<html><body><article><p>科技自媒体 /刘旷</p><p>得益于电商行业的快速发展，网购日渐成为了人们日常生活中的重要组成部分，与电商息息相关的物流行业，也伴随着网购的日益流行逐渐进入发展快车道。经过多年的拉锯战，当前的快递行业已经基本形成了多强相争的局面，不论是以加盟制为代表的通达系还是做直营的顺丰，都已经在快递行业中占据了一席之地。</p><p>随着电商平台自有快递的入局，整个快递行业的竞争愈发激烈，彼此间的“价格战”更是令各家快递公司苦不堪言，整个赛道的各路玩家都陷入了“增收不增利”的怪圈之中，作为快递行业巨头之一的<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>也不例外。</p><p>增收不增利</p><p>近日，中通快递发布了2021年第二季度的财报。财报数据显示，中通第二季度营收为73.25亿元，同比增长了14.4%；<span>净利润</span>为12.72亿元，同比下降了12.5%；<span>毛利</span>为16.74亿元，同比下降了5.4%。</p><p>而中通快递之所以出现利润下降的情况，与其营业成本的上升不无关系。财报数据显示，中通快递2021年第二季度的营业成本为56.51亿元，相较去年同期增加了22%。具体来看，干线运输成本和分拣中心运营成本的提高，是导致中通快递二季度营业成本上升的主要原因。其中，干线运输成本为27.63亿元，相较于去年同期增长了38.4%；分拣中心运营成本为16.13亿元，相较于去年同期增长了28.6%。</p><p>单票价格的下降，也对中通快递的利润产生了重要影响。单票价格低一直是快递行业的痛点，且伴随着价格战的加剧仍有不断升温的态势。据相关数据显示，整个快递行业平均单价已经从2010年的24.60元/件，下降至2020年的10.55元/件。</p><p>尽管伴随着快递行业监管力度的加大，快递行业价格战有逐渐降温的态势，但各家快递企业的状况却不容乐观。以今年7月的快递单票价格为例，<a href=\"https://laohu8.com/S/600233\">圆通速递</a>的单票价格为2.02元，同比下降了6.33%；<a href=\"https://laohu8.com/S/002468\">申通快递</a>的单票价格为1.97元，同比下降了7.08%；顺丰速运的单票价格为15.96元，同比下降了10.69%，中通快递也不例外。</p><p>据财报数据显示，从2020Q4到2021Q2，中通快递的单票收入分别为1.41元、1.34元以及1.21元，不断下跌的单票收入自然对中通快递的利润空间产生了负面影响。</p><p>价格战仍是罪魁</p><p>财报数据显示，中通快递第二季度的包裹量为57.72亿件，同比增长了25.6%，日均业务量超过6300万票。按照常理来说，随着包裹量的提升，中通快递的营收和利润都应随之上升，但中通快递却出现了净利毛利同比双降的情况。而之所以会出现该情况，则与快递行业近几年掀起的价格战有关。</p><p>数据显示，中通快递在2020全年的业务量超170亿件，同比增长了40.3%，市占率提高了1.3个百分点，达到了20.4%，而其市占率的提高则是通过将核心快递业务的单票价格下降约20%来实现的。</p><p>短期来看通过低价换取市场，确实能够在一段时间内提高快递公司的<span>市场占有率</span>，但一旦价格上升市占率将会再度下滑。以中通快递为例，中通快递2021年二季度的市占率约为21.0%，与2020年二季度21.5%的市占率相比有所下滑，而中通快递本季度市场份额小幅度回落的原因，则是其选择了盈利快件。</p><p>而快递行业的同质化竞争，则是导致价格战的罪魁祸首。快递行业之所以能发展到今天的程度离不开电商行业的助推，现如今快递企业（尤其是通达系）的主要业务来源仍是电商件。据中通快递招股书显示，截至2020年6月，中通快递总包裹量中有90%以上都来自电商平台，电商件业务对中通快递的重要性不言而喻。</p><p>但由于各家快递公司在快递时效性、为电商商家提供的服务等方面都差不多，价格就成为电商商家选择快递公司的重要依据。通常情况下，电商商家都会选择价格更便宜的快递公司进行寄件，而为了获得更多的业务量，快递公司往往会给出更为便宜的价格，这又进一步加剧了整个行业的价格战。</p><p>另外，电商平台自有快递的入局，也加剧了快递行业的竞争。随着电商行业的蓬勃发展，不少电商平台都建立了自己的物流平台如<a href=\"https://laohu8.com/S/02618\">京东物流</a>、苏宁物流等，这些电商平台的自建物流，也在一定程度上分走了其他快递公司的业务量。除此之外，以超低价格换市占率的极兔快递，也给其他快递公司带来了不小的冲击。为了应对冲击，维持业务量和市占率，其他快递公司的价格也只能一降再降。此间种种，都让整个行业的价格战愈演愈烈。</p><p>摆脱价格战势在必行</p><p>短期来看，价格战或许能够在短时间内让企业得以快速发展，但要想实现长期稳定发展，仅靠低价策略是远远不够的。中通快递也意识到打价格战的局限性，也在积极地寻找破局之道。</p><p>首先，是提升运营效率。比如，在收派件环节，中通快递不断扩张其网点网络，如今其派件网点数量已经超过30100个，区县覆盖率超99%，乡镇覆盖率超93%；在转运环节，中通快递拥有96个分拨中心以及361套自动化分拣设备。无论是扩大网点数量，还是加大自动化分拣设备的投入，都会对中通快递提升运营效率产生积极影响。</p><p>其次，是提供优质服务。从某种意义上讲，服务质量将决定快递公司做的是一锤子买卖还是长久生意。根据邮政局发布的2021年第二季度快递服务满意度调查显示，在快递企业公众满意度方面，得分在80分以上（含80分）的快递企业有顺丰速递、京东物流、邮政EMS。中通快递的公众满意度得分在76-80分之间，可见其提供的快递服务仍有可改进空间。</p><p>最后，是建立差异化优势。比如顺丰就以速度快而闻名，邮政则因覆盖范围广而被人们熟知。而这些差异化优势，也令其从快递行业的同质化服务中脱颖而出，在消费者记忆中留下深刻印象。面对愈发激烈的行业竞争，中通快递急需建立差异化优势来提高自身竞争力，以应对外界冲击。</p><p>就目前情况而言，价格战仍然是影响快递企业发展的桎梏。对依赖电商件的中通快递来说，要想摆脱价格战所带来的一系列后遗症也并非易事，这也意味着中通快递想要在这条路上走得更远，还需要付出更大的努力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中通财报：“增收不增利”怪圈难破</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中通财报：“增收不增利”怪圈难破\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 09:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082609570879e74708&s=b><strong>砍柴网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技自媒体 /刘旷得益于电商行业的快速发展，网购日渐成为了人们日常生活中的重要组成部分，与电商息息相关的物流行业，也伴随着网购的日益流行逐渐进入发展快车道。经过多年的拉锯战，当前的快递行业已经基本形成了多强相争的局面，不论是以加盟制为代表的通达系还是做直营的顺丰，都已经在快递行业中占据了一席之地。随着电商平台自有快递的入局，整个快递行业的竞争愈发激烈，彼此间的“价格战”更是令各家快递公司苦不堪言，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082609570879e74708&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082609570879e74708&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162066359","content_text":"科技自媒体 /刘旷得益于电商行业的快速发展，网购日渐成为了人们日常生活中的重要组成部分，与电商息息相关的物流行业，也伴随着网购的日益流行逐渐进入发展快车道。经过多年的拉锯战，当前的快递行业已经基本形成了多强相争的局面，不论是以加盟制为代表的通达系还是做直营的顺丰，都已经在快递行业中占据了一席之地。随着电商平台自有快递的入局，整个快递行业的竞争愈发激烈，彼此间的“价格战”更是令各家快递公司苦不堪言，整个赛道的各路玩家都陷入了“增收不增利”的怪圈之中，作为快递行业巨头之一的中通快递也不例外。增收不增利近日，中通快递发布了2021年第二季度的财报。财报数据显示，中通第二季度营收为73.25亿元，同比增长了14.4%；净利润为12.72亿元，同比下降了12.5%；毛利为16.74亿元，同比下降了5.4%。而中通快递之所以出现利润下降的情况，与其营业成本的上升不无关系。财报数据显示，中通快递2021年第二季度的营业成本为56.51亿元，相较去年同期增加了22%。具体来看，干线运输成本和分拣中心运营成本的提高，是导致中通快递二季度营业成本上升的主要原因。其中，干线运输成本为27.63亿元，相较于去年同期增长了38.4%；分拣中心运营成本为16.13亿元，相较于去年同期增长了28.6%。单票价格的下降，也对中通快递的利润产生了重要影响。单票价格低一直是快递行业的痛点，且伴随着价格战的加剧仍有不断升温的态势。据相关数据显示，整个快递行业平均单价已经从2010年的24.60元/件，下降至2020年的10.55元/件。尽管伴随着快递行业监管力度的加大，快递行业价格战有逐渐降温的态势，但各家快递企业的状况却不容乐观。以今年7月的快递单票价格为例，圆通速递的单票价格为2.02元，同比下降了6.33%；申通快递的单票价格为1.97元，同比下降了7.08%；顺丰速运的单票价格为15.96元，同比下降了10.69%，中通快递也不例外。据财报数据显示，从2020Q4到2021Q2，中通快递的单票收入分别为1.41元、1.34元以及1.21元，不断下跌的单票收入自然对中通快递的利润空间产生了负面影响。价格战仍是罪魁财报数据显示，中通快递第二季度的包裹量为57.72亿件，同比增长了25.6%，日均业务量超过6300万票。按照常理来说，随着包裹量的提升，中通快递的营收和利润都应随之上升，但中通快递却出现了净利毛利同比双降的情况。而之所以会出现该情况，则与快递行业近几年掀起的价格战有关。数据显示，中通快递在2020全年的业务量超170亿件，同比增长了40.3%，市占率提高了1.3个百分点，达到了20.4%，而其市占率的提高则是通过将核心快递业务的单票价格下降约20%来实现的。短期来看通过低价换取市场，确实能够在一段时间内提高快递公司的市场占有率，但一旦价格上升市占率将会再度下滑。以中通快递为例，中通快递2021年二季度的市占率约为21.0%，与2020年二季度21.5%的市占率相比有所下滑，而中通快递本季度市场份额小幅度回落的原因，则是其选择了盈利快件。而快递行业的同质化竞争，则是导致价格战的罪魁祸首。快递行业之所以能发展到今天的程度离不开电商行业的助推，现如今快递企业（尤其是通达系）的主要业务来源仍是电商件。据中通快递招股书显示，截至2020年6月，中通快递总包裹量中有90%以上都来自电商平台，电商件业务对中通快递的重要性不言而喻。但由于各家快递公司在快递时效性、为电商商家提供的服务等方面都差不多，价格就成为电商商家选择快递公司的重要依据。通常情况下，电商商家都会选择价格更便宜的快递公司进行寄件，而为了获得更多的业务量，快递公司往往会给出更为便宜的价格，这又进一步加剧了整个行业的价格战。另外，电商平台自有快递的入局，也加剧了快递行业的竞争。随着电商行业的蓬勃发展，不少电商平台都建立了自己的物流平台如京东物流、苏宁物流等，这些电商平台的自建物流，也在一定程度上分走了其他快递公司的业务量。除此之外，以超低价格换市占率的极兔快递，也给其他快递公司带来了不小的冲击。为了应对冲击，维持业务量和市占率，其他快递公司的价格也只能一降再降。此间种种，都让整个行业的价格战愈演愈烈。摆脱价格战势在必行短期来看，价格战或许能够在短时间内让企业得以快速发展，但要想实现长期稳定发展，仅靠低价策略是远远不够的。中通快递也意识到打价格战的局限性，也在积极地寻找破局之道。首先，是提升运营效率。比如，在收派件环节，中通快递不断扩张其网点网络，如今其派件网点数量已经超过30100个，区县覆盖率超99%，乡镇覆盖率超93%；在转运环节，中通快递拥有96个分拨中心以及361套自动化分拣设备。无论是扩大网点数量，还是加大自动化分拣设备的投入，都会对中通快递提升运营效率产生积极影响。其次，是提供优质服务。从某种意义上讲，服务质量将决定快递公司做的是一锤子买卖还是长久生意。根据邮政局发布的2021年第二季度快递服务满意度调查显示，在快递企业公众满意度方面，得分在80分以上（含80分）的快递企业有顺丰速递、京东物流、邮政EMS。中通快递的公众满意度得分在76-80分之间，可见其提供的快递服务仍有可改进空间。最后，是建立差异化优势。比如顺丰就以速度快而闻名，邮政则因覆盖范围广而被人们熟知。而这些差异化优势，也令其从快递行业的同质化服务中脱颖而出，在消费者记忆中留下深刻印象。面对愈发激烈的行业竞争，中通快递急需建立差异化优势来提高自身竞争力，以应对外界冲击。就目前情况而言，价格战仍然是影响快递企业发展的桎梏。对依赖电商件的中通快递来说，要想摆脱价格战所带来的一系列后遗症也并非易事，这也意味着中通快递想要在这条路上走得更远，还需要付出更大的努力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362579056,"gmtCreate":1614652779775,"gmtModify":1703479385063,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"14642552333840","authorIdStr":"14642552333840"},"themes":[],"htmlText":"<a 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191212090813c532fd57&s=b><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：深圳金融名片 最佳新金融公司深圳乐信控股有限公司乐信起步于2013年成立的分期乐，是中国分期购物电商模式的开创者。随着消费升级时代到来，乐信通过自主研发的“鹰眼”智能风控引擎、“虫洞”金融科技核心系统等多个智慧金融应用，借助与百余家金融机构合作，为年轻人消费赋能，助力消费拉动经济。2017年12月，乐信登陆纳斯达克。公司现有注册用户数近4000万，曾获得“国家级高新技术企业”“广东省...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191212090813c532fd57&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8b316935034311b351e6e3b3c20c27e8","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20191212090813c532fd57&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"1990445328","content_text":"原标题：深圳金融名片 最佳新金融公司深圳乐信控股有限公司乐信起步于2013年成立的分期乐，是中国分期购物电商模式的开创者。随着消费升级时代到来，乐信通过自主研发的“鹰眼”智能风控引擎、“虫洞”金融科技核心系统等多个智慧金融应用，借助与百余家金融机构合作，为年轻人消费赋能，助力消费拉动经济。2017年12月，乐信登陆纳斯达克。公司现有注册用户数近4000万，曾获得“国家级高新技术企业”“广东省民营企业100强”“深圳市总部企业”和“南山纳税百强企业”等多项荣誉。当前，消费已成为拉动经济增长的主动力，乐信又提出发力新消费的战略主张，一方面，围绕新人群、新需求、新方式，全面布局场景、金融和权益三大业务领域；另一方面，组建专门的部门针对B端用户输出金融科技解决方案，与合作伙伴共享服务新消费的智能反欺诈、智能风险管理体系等各项技术能力，共同发力新消费市场。得益于新消费平台战略，乐信营收自上市以来连续八个季度呈现双位数增长，用户数突破6000万。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":937706277,"gmtCreate":1575364714199,"gmtModify":1704729336303,"author":{"id":"14642552333840","authorId":"14642552333840","name":"Deep_Thinker","avatar":"https://static.tigerbbs.com/6bb4471a22ea635557855d05384a24ba","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"14642552333840","authorIdStr":"14642552333840"},"themes":[],"htmlText":"一年以后股价跌掉3/4，立此为证","listText":"一年以后股价跌掉3/4，立此为证","text":"一年以后股价跌掉3/4，立此为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/937706277","repostId":"1988132876","repostType":2,"repost":{"id":"1988132876","pubTimestamp":1575358291,"share":"https://www.laohu8.com/m/news/1988132876?lang=&edition=full","pubTime":"2019-12-03 15:31","market":"us","language":"zh","title":"东兴证券：拼多多(PDD.US)“百亿补贴”在现阶段仍有重要价值 ，可以实现向中高端市场进军","url":"https://stock-news.laohu8.com/highlight/detail?id=1988132876","media":"资本邦","summary":"12月3日，资本邦讯，东兴证券发布针对拼多多的研报。报告认为，拼多多“补贴”本质上是资源的投入。但是补贴并不是万能的，事实上补贴的结果也是大相径庭。补贴有以下三重境界：1、商业模型并未跑通;在此情况下","content":"<html><body><article><p>12月3日，<strong>资本邦</strong>讯，<a href=\"https://laohu8.com/S/601198\">东兴证券</a>发布针对<strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a></strong>的研报。</p><p>报告认为，拼多多“补贴”本质上是资源的投入。但是补贴并不是万能的，事实上补贴的结果也是大相径庭。补贴有以下三重境界：</p><p>1、商业模型并未跑通;在此情况下，补贴只能带来一时的增长和虚假的繁荣。一旦停止补贴，补贴带来的需求就会快速消退，公司糟糕的商业模型会原形毕露。典型案例是借贷宝;</p><p>2、领先者壁垒太高难以攻破;虽然商业模型是成立的，但是领先者的壁垒太高，后来者依靠补贴根本难以攻破。典型案例如“来往”当年进攻微信。</p><p>3、领先者的一路狂奔。领先者不断加大投入，拉大和竞争对手的差距，加宽自己的护城河，获取了巨大的长期价值。典型案例是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p><p>对拼多多(PDD.US)补贴的看法是：</p><p>1、拼多多的商业模型就是平台型电商，这种商业模型是完全成立并具有极高的壁垒。淘宝天猫已经验证了这种商业模型的可行性和高壁垒。</p><p>2、拼多多采取了差异化的发展战略，重新定义了一条电商赛道：以客户需求为先，提供最具性价比商品。拼多多在坚持差异化发展的前提下，投入巨额补贴其实是在加速公司的发展，提高长期竞争力。</p><p>3、“百亿补贴”在现阶段具有重要价值 ，可以帮助拼多多向中高端市场的进军。拼多多的经营性现金流为正，账面现金超过 400 亿元，足够支撑拼多多“补贴”行为的继续进行。</p><p>公司盈利预测及投资评级：看好拼多多的差异化战略，预测 2019、2020年和 2021 年收入将分别达到340亿、555亿和766亿，同比分别增长159%、63%和 38%。可以参考 SaaS 公司采用市销率估值。按照2020年底10倍PS，给予公司18个月目标价67美元。维持“强烈推荐”评级。</p><p><strong>头图来源</strong>：图虫</p><p><strong>转载声明</strong>：本文为资本邦原创稿件，转载需注明出处和作者，否则视为侵权。</p><p><strong>风险提示</strong><strong>：</strong>资本邦呈现的所有信息仅作为投资参考，不构成投资建议，一切投资操作信息不能作为投资依据。投资有风险，入市需谨慎!</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2019120315313156540a21&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月3日，资本邦讯，东兴证券发布针对拼多多的研报。报告认为，拼多多“补贴”本质上是资源的投入。但是补贴并不是万能的，事实上补贴的结果也是大相径庭。补贴有以下三重境界：1、商业模型并未跑通;在此情况下，补贴只能带来一时的增长和虚假的繁荣。一旦停止补贴，补贴带来的需求就会快速消退，公司糟糕的商业模型会原形毕露。典型案例是借贷宝;2、领先者壁垒太高难以攻破;虽然商业模型是成立的，但是领先者的壁垒太高，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2019120315313156540a21&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02aa9153f4386a08c2cbc79999550248","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2019120315313156540a21&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"1988132876","content_text":"12月3日，资本邦讯，东兴证券发布针对拼多多的研报。报告认为，拼多多“补贴”本质上是资源的投入。但是补贴并不是万能的，事实上补贴的结果也是大相径庭。补贴有以下三重境界：1、商业模型并未跑通;在此情况下，补贴只能带来一时的增长和虚假的繁荣。一旦停止补贴，补贴带来的需求就会快速消退，公司糟糕的商业模型会原形毕露。典型案例是借贷宝;2、领先者壁垒太高难以攻破;虽然商业模型是成立的，但是领先者的壁垒太高，后来者依靠补贴根本难以攻破。典型案例如“来往”当年进攻微信。3、领先者的一路狂奔。领先者不断加大投入，拉大和竞争对手的差距，加宽自己的护城河，获取了巨大的长期价值。典型案例是亚马逊。对拼多多(PDD.US)补贴的看法是：1、拼多多的商业模型就是平台型电商，这种商业模型是完全成立并具有极高的壁垒。淘宝天猫已经验证了这种商业模型的可行性和高壁垒。2、拼多多采取了差异化的发展战略，重新定义了一条电商赛道：以客户需求为先，提供最具性价比商品。拼多多在坚持差异化发展的前提下，投入巨额补贴其实是在加速公司的发展，提高长期竞争力。3、“百亿补贴”在现阶段具有重要价值 ，可以帮助拼多多向中高端市场的进军。拼多多的经营性现金流为正，账面现金超过 400 亿元，足够支撑拼多多“补贴”行为的继续进行。公司盈利预测及投资评级：看好拼多多的差异化战略，预测 2019、2020年和 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