Tree015的个人主页 - 老虎社区

Tree015

Tree015

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0勋章

10-03

$老虎证券(TIGR)$ 还有谁

02-28

$小米集团-W(01810)$ 都说新能源现在的新款车都照着小米打，但我个人认为小米有难处，但不至于死路一条，更应该担心的反而是蔚莱这样的品牌。小米的品牌积淀，资金沉淀，雷军个人的能力和品格，市场都至少会给小米多一次出牌的机会，但是市场已经给过蔚莱很多次机会了，所以这样卷的市场环境下，危险的不是小米，是蔚莱

2022-09-16

$老虎证券(TIGR)$刚刚看到去年自己发的，一年了，不知道还要多久

2022-01-27

$创新奇智(02121)$好不容易中一次，这样玩我？

2021-12-28

$老虎证券(TIGR)$不知道说什么了

2021-10-03

$老虎证券(TIGR)$跌50%想要回本，意味着要涨100%[流泪] [流泪]

2021-09-27

$四环医药(00460)$怎么了？

2021-09-13

$新氧(SY)$神股

2021-09-02

小米是典型都看好的公司，股价一直很稳定

雷军落子，小米汽车公司成立，估值逻辑已变？

2021-09-02

快手还需要时间继续观察

快手纳入港股通大涨9%，恒生科技指数ETF（513180）延续反弹

2021-09-02

快手能稳住吗？

恒生科技指数涨超3%，快手-W涨超8%

2021-08-30

哦哦

微博、抖音及快手(01024.HK)明星排行榜下架

2021-08-29

大家都看好，结果股价不涨

抱歉，原内容已删除

2021-08-29

唉，什么时候能起来

国美零售上半年业绩报公布同发布的倡议书又是什么？

2021-08-25

[财迷] [财迷]

小米手机“MI”Logo将成历史，曾被解读为“完成不可能的任务”

2021-08-25

到底什么时候是低

抱歉，原内容已删除

2021-08-25

期待京东的爆发

京东物流首份财报出炉：上半年净亏损15亿外部客户收入占比超50%

2021-08-23

$老虎证券(TIGR)$唉

2021-08-19

$心玮医疗-B(06609)$半年不中一个，中了就狂跌

2021-08-19

唉，就怕抄底被抄家

抱歉，原内容已删除

去老虎APP查看更多动态

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9个交易日。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866315553,"gmtCreate":1632734090372,"gmtModify":1632734090372,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00460\">$四环医药(00460)$</a>怎么了？","listText":"<a 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href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>神股","text":"$新氧(SY)$神股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886954495","isVote":1,"tweetType":1,"viewCount":2188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812372190,"gmtCreate":1630557830110,"gmtModify":1630557830110,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"小米是典型都看好的公司，股价一直很稳定","listText":"小米是典型都看好的公司，股价一直很稳定","text":"小米是典型都看好的公司，股价一直很稳定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812372190","repostId":"1134792814","repostType":2,"repost":{"id":"1134792814","kind":"news","weMediaInfo":{"introduction":"记录新经济的每一个节点","home_visible":1,"media_name":"节点财经","id":"1021708884","head_image":"https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e"},"pubTimestamp":1630552997,"share":"https://www.laohu8.com/m/news/1134792814?lang=&edition=full","pubTime":"2021-09-02 11:23","market":"hk","language":"zh","title":"雷军落子，小米汽车公司成立，估值逻辑已变？","url":"https://stock-news.laohu8.com/highlight/detail?id=1134792814","media":"节点财经","summary":"9月1日，小米官宣了小米汽车有限公司注册成立的消息。消息一出，二级市场股价开始上涨，当天收盘股价为25.2港元/股，近两周涨幅超过7%。\n在股价这件事上，小米一路跌跌撞撞。踌躇满志的雷军应该没有想到，","content":"<p>9月1日，小米官宣了小米汽车有限公司注册成立的消息。消息一出，二级市场股价开始上涨，当天收盘股价为25.2港元/股，近两周涨幅超过7%。</p>\n<p>在股价这件事上，小米一路跌跌撞撞。踌躇满志的雷军应该没有想到，在上市前被投资机构追捧，一度喊出市值上千亿美元的小米，上市后，股价却这么不稳定。尽管管理层多次回购，仍然难见起色。在周年讲话上，雷军曾回忆，上市当天，大家都在期待小米股价的飞涨，但却等来了开盘破发的“尴尬”。</p>\n<p>小米上市当天以港币16.6元一股的价格跌破发行价，惨淡收盘，当初支持小米的投资者，也落得一肚子苦水。如今，官宣了的小米汽车，未来是否能带动小米股价？还是要先从核心的手机业务看。</p>\n<p><b>/&nbsp;01&nbsp;/</b></p>\n<p><b>挤掉<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成全球第二</b></p>\n<p><b>低价手机仍是主力</b></p>\n<p>虽然资本市场不买账，但小米的这份业绩报告成绩亮眼，其中最值得一提的就是手机业务。</p>\n<p>全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机从3G时代到4G时代一直处在快速发展的时期，直到2016年，全球智能手机出货量达到历史峰值，市场开始接近饱和，消费者对于智能手机的需求逐渐减弱，随后智能手机出货量连续三年下滑。</p>\n<p><b>手机存量市场开始呈现萎缩的态势，但小米手机业务仍不断扩容。</b></p>\n<p>2021年第二季度，小米智能手机业务增长强劲，收入及出货量均创历史新高。财报显示今年Q2，小米智能手机收入达到591亿元，同比增长86.8%，全球智能手机出货量达到52.9百万部，同比增长86.8%。</p>\n<p>2020年Q2时，智能手机终端销售全球前五的厂商分别为：<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、华为、苹果、小米和OPPO，但到了<b>今年Q2，小米能手机全球市占率达到16.7%，首次晋升全球第二。与三星相差不到2%，并首次挤下苹果。</b>根据Canalys数据，在中国大陆市占率由2020年Q2的10.3%上升至2021年Q2的16.8%，排名第三，出货量同比增长35.1%，在主要厂商中同比增速最快。</p>\n<p>今年以来，全球智能手机出货量收入突破960亿美元（以批发价格计算），同比增长25%，但环比下降16%。这是因为当前，手机行业整体面临零件供应紧张的情况。然而，在红米Note和小米11系列的强劲表现推动下，小米的销售额占全球市场销售额的比重超过9%，是有史以来最高水平。</p>\n<p>由于新一波疫情，小米在印度的业绩有所下滑，但小米在拉丁美洲、非洲和西欧的出货量分别增长超过300%、150%和50%。<b>能够在这些地区有更好的成绩，也得益于小米夺取了三星和华为腾出的市场份额。</b></p>\n<p>具体看，虽然手机业务强势发展，但低价手机仍占据主要份额。今年Q2，国内定价3000-4000、4000-5000、5000元以上价格的手机出货份额同比净增8.4%、4.1%、3.6%。开源证券亦指出，小米仍然偏向大众市场，与三星和苹果相比，小米的终端平均售价分别低约40%、75%。<b>未来，要业绩走高，还要在高端手机产品上发力，在高价机型上想办法。</b></p>\n<p><b>/&nbsp;02&nbsp;/</b></p>\n<p><b>业绩增长伴随销售成本激增</b></p>\n<p>在强劲的销售动力之下，小米营收也迎来突破。2021年第二季度小米营收877.9亿元，去年同期535.38亿元，同比增长64%；净利润82.7亿元，同比增长83.9%。非国际财务报告准则下，小米第二季度净利润63.22亿元，同比增长87.4%。</p>\n<p><b>从整体看，小米营收的增长，手机业务是主要驱动力。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8fb44b1b4119c07dc7fb8c591d648865\" tg-width=\"905\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>今年Q2，智能手机收入占比为67.3%，IoT与生活消费产品占比23.6%，互联网服务占比近8.0%。相较于今年Q1，后两者的占比均缩小。</p>\n<p>财报显示，小米IoT与生活消费产品收入由2021年Q1的182亿元增加13.7%至2021年Q2的207亿元；智能电视及笔记本计算机的收入由2021年Q1的56亿元增加7.1%至2021年Q2的60亿元。值得一提的是，小米电视中国大陆出货量连续10个季度第一，全球前五。小爱同学月活用户数首次突破1亿，达到1.02亿。</p>\n<p>此外，小米的互联网服务收入由2021年Q1的66亿元增加7.0%至2021年Q2的70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/288c504bca131a8939d88d2858c5afd2\" tg-width=\"895\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩增长之余，小米的销售成本也在扩大。</b>今年Q2，小米销售成本为726.41亿元，去年同期为458.36亿。小米研发费用研发开支由2021年Q1的30亿元增加1.7%至2021年第二季度的31亿元，增长并不明显。</p>\n<p>所以支出最大的部分是销售及推广开支，为56.81亿，而上一年同期为32.24亿。较今年Q1，销售及推广开支也增加了36.4%。<b>这也说明，在竞争日益激烈的智能手机市场，小米需要通过更多的推广费用获取市场份额。</b></p>\n<p>想要获得更多市场，除了推广，小米开始强调生态的作用。一直以来，小米都在不断构构建+AIoT生态，以优化使用体验。而两者的销量也是相辅相成，互相促进。</p>\n<p>为了更好的推进这一生态，雷军官宣苏炳添作为小米品牌代言人，将苏炳添打破纪录、拼搏、追求极致的精神与小米品牌结合。</p>\n<p>除了借助奥运明星的东风吸引了一波消费者好感之外，小米也推出数款新产品。8月份的发布会上，小米推出了7款新产品，除了售价4999元的高端全面屏手机小米MIX4之外，还推出了小米平板5&amp;小米平板5Pro，配置上完全对标苹果iPad Pro，但售价仅为苹果的1/3。生态方面，目前主流APP适配数量已超300款，雷军称希望年底适配至少2000款APP。比如，高端智能音箱小米Sound、77英寸OLED电视、小米电视6、仿生四足<a href=\"https://laohu8.com/S/300024\">机器人</a>等。</p>\n<p><b>/&nbsp;03&nbsp;/</b></p>\n<p><b>造车能给小米带来什么？</b></p>\n<p>自从小米上市后，雷军曾表示，本以为上市破发只是短暂的现象，股价会不断上涨，但没想到在此后很长一段时间里，小米的股价表现都不如人意，不仅没有市值翻倍，更是一度破发，颇为狼狈。</p>\n<p>到了2019年底，小米股价一度跌倒8.28港元/股。所有人都非常悲观，还有人预测，股价会跌穿4港元。雷军回忆说，当时一位投资者怒气冲冲地找到了他，把小米的品牌战略和产品批得一无是处，雷军等众高管就像小学生一样“大气不敢出”，只能任由这位投资者数落，雷军表示自己的衬衣都被汗水打湿了，事后甚至已经彻底绝望。</p>\n<p>市场上也有人在提问，为何小米手机销量一路上涨，但股价却涨不起来。</p>\n<p>或许关键原因就在于手机市场的激烈博弈。<b>市场整体增速放缓后，牌桌上还有华为、VIVO、OPPO的竞争。小米在低价手机方面有优势，但是高端机却不如华为的强大品牌力。除此之外，小米虽然力推生态的打法，但本质上，还是要看利润。如今，净利润82.7亿元，市值超过6000亿，已经算是比较饱和的估值。</b></p>\n<p>为了拯救股价，小米的高管层不止一次的进行回购。从2018年7月上市至2020年7月的2年时间，小米进行了41次回购。今年以来，小米还在不停的回购。</p>\n<p>财报显示，截至今年6月30日，小米回购金额已经达到53.87亿港元的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/1f275387fb35dc6e3887ef9d56e908a9\" tg-width=\"636\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p>\n<p><b>图片来源：小米财报</b></p>\n<p>今年4月份，小米更是动作连连，分别在3月31日、4月1日、4月7日、4月8日、4月9日、4月12日、4月13日、4月14日和4月15日、4月16日都进行了回购。</p>\n<p>有意思的是，小米开启此轮回购的时间，恰好是在小米官宣造车之后。3月30日，小米董事会正式批准了小米智能电动汽车业务立项。同时，小米宣称，公司拟成立一家全资子公司，负责智能电动汽车业务，首期投资为100亿元人民币，预计未来10年投资额100亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/792c5d6dd0cbadcb73ddd4f83d64d0e9\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>图片来源：雷军<a href=\"https://laohu8.com/S/WB\">微博</a></b></p>\n<p>早在今年2月，市场就有消息传出，小米即将造车，消息一出，小米股价瞬间拉12%！当日收盘市值涨约500亿港元。造车能拯救小米的股价吗？</p>\n<p>很显然，管理层似乎对此抱有希望。就在发布财报的当晚，小米在公告中表示，将耗资约 7737 万美元（约合人民币 5 亿元）收购自动驾驶技术公司 DeepMotion（深动科技），收购完成后这家公司将成为小米集团的全资子公司。</p>\n<p><b>小米总裁王翔在业绩交流会上表示，小米宣布造车时表示会拿出两个100亿。先投100亿人民币，后期是100亿美金，很大一部分将投到研发。</b>话音落地没有几天，就在9月1日，小米汽车有限公司正式成立，这也标志着，小米的造车计划正式落地。</p>\n<p>小米透露，在宣布造车决定以来的5个月里，小米汽车团队进行了大量的用户调研和产业链考察，调研访谈2000多次，拜访并深度沟通交流了10多家业内同行和几十家产业合作伙伴，同时紧锣密鼓地推进汽车的产品定义和团队搭建。截至目前，小米汽车已经组建起了约300人的团队。</p>\n<p>更大的梦想之下，小米的估值模型底层逻辑是否发生根本改变？有手机业务、有智能硬件，再将手机屏幕延伸到汽车后，小米的生态圈将更加庞大。<b>但是，在缺芯背景之下，小米的核心手机业务是否会持续增长，这可能是在小米汽车量产前，需要关注的关键问题。</b></p>","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>雷军落子，小米汽车公司成立，估值逻辑已变？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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雷军落子，小米汽车公司成立，估值逻辑已变？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1021708884\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/68a2a7c6368376fe8b5cf62e4c84b65e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">节点财经 </p>\n<p class=\"h-time\">2021-09-02 11:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月1日，小米官宣了小米汽车有限公司注册成立的消息。消息一出，二级市场股价开始上涨，当天收盘股价为25.2港元/股，近两周涨幅超过7%。</p>\n<p>在股价这件事上，小米一路跌跌撞撞。踌躇满志的雷军应该没有想到，在上市前被投资机构追捧，一度喊出市值上千亿美元的小米，上市后，股价却这么不稳定。尽管管理层多次回购，仍然难见起色。在周年讲话上，雷军曾回忆，上市当天，大家都在期待小米股价的飞涨，但却等来了开盘破发的“尴尬”。</p>\n<p>小米上市当天以港币16.6元一股的价格跌破发行价，惨淡收盘，当初支持小米的投资者，也落得一肚子苦水。如今，官宣了的小米汽车，未来是否能带动小米股价？还是要先从核心的手机业务看。</p>\n<p><b>/&nbsp;01&nbsp;/</b></p>\n<p><b>挤掉<a href=\"https://laohu8.com/S/AAPL\">苹果</a>成全球第二</b></p>\n<p><b>低价手机仍是主力</b></p>\n<p>虽然资本市场不买账，但小米的这份业绩报告成绩亮眼，其中最值得一提的就是手机业务。</p>\n<p>全球<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机从3G时代到4G时代一直处在快速发展的时期，直到2016年，全球智能手机出货量达到历史峰值，市场开始接近饱和，消费者对于智能手机的需求逐渐减弱，随后智能手机出货量连续三年下滑。</p>\n<p><b>手机存量市场开始呈现萎缩的态势，但小米手机业务仍不断扩容。</b></p>\n<p>2021年第二季度，小米智能手机业务增长强劲，收入及出货量均创历史新高。财报显示今年Q2，小米智能手机收入达到591亿元，同比增长86.8%，全球智能手机出货量达到52.9百万部，同比增长86.8%。</p>\n<p>2020年Q2时，智能手机终端销售全球前五的厂商分别为：<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、华为、苹果、小米和OPPO，但到了<b>今年Q2，小米能手机全球市占率达到16.7%，首次晋升全球第二。与三星相差不到2%，并首次挤下苹果。</b>根据Canalys数据，在中国大陆市占率由2020年Q2的10.3%上升至2021年Q2的16.8%，排名第三，出货量同比增长35.1%，在主要厂商中同比增速最快。</p>\n<p>今年以来，全球智能手机出货量收入突破960亿美元（以批发价格计算），同比增长25%，但环比下降16%。这是因为当前，手机行业整体面临零件供应紧张的情况。然而，在红米Note和小米11系列的强劲表现推动下，小米的销售额占全球市场销售额的比重超过9%，是有史以来最高水平。</p>\n<p>由于新一波疫情，小米在印度的业绩有所下滑，但小米在拉丁美洲、非洲和西欧的出货量分别增长超过300%、150%和50%。<b>能够在这些地区有更好的成绩，也得益于小米夺取了三星和华为腾出的市场份额。</b></p>\n<p>具体看，虽然手机业务强势发展，但低价手机仍占据主要份额。今年Q2，国内定价3000-4000、4000-5000、5000元以上价格的手机出货份额同比净增8.4%、4.1%、3.6%。开源证券亦指出，小米仍然偏向大众市场，与三星和苹果相比，小米的终端平均售价分别低约40%、75%。<b>未来，要业绩走高，还要在高端手机产品上发力，在高价机型上想办法。</b></p>\n<p><b>/&nbsp;02&nbsp;/</b></p>\n<p><b>业绩增长伴随销售成本激增</b></p>\n<p>在强劲的销售动力之下，小米营收也迎来突破。2021年第二季度小米营收877.9亿元，去年同期535.38亿元，同比增长64%；净利润82.7亿元，同比增长83.9%。非国际财务报告准则下，小米第二季度净利润63.22亿元，同比增长87.4%。</p>\n<p><b>从整体看，小米营收的增长，手机业务是主要驱动力。</b></p>\n<p><img src=\"https://static.tigerbbs.com/8fb44b1b4119c07dc7fb8c591d648865\" tg-width=\"905\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>今年Q2，智能手机收入占比为67.3%，IoT与生活消费产品占比23.6%，互联网服务占比近8.0%。相较于今年Q1，后两者的占比均缩小。</p>\n<p>财报显示，小米IoT与生活消费产品收入由2021年Q1的182亿元增加13.7%至2021年Q2的207亿元；智能电视及笔记本计算机的收入由2021年Q1的56亿元增加7.1%至2021年Q2的60亿元。值得一提的是，小米电视中国大陆出货量连续10个季度第一，全球前五。小爱同学月活用户数首次突破1亿，达到1.02亿。</p>\n<p>此外，小米的互联网服务收入由2021年Q1的66亿元增加7.0%至2021年Q2的70亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/288c504bca131a8939d88d2858c5afd2\" tg-width=\"895\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩增长之余，小米的销售成本也在扩大。</b>今年Q2，小米销售成本为726.41亿元，去年同期为458.36亿。小米研发费用研发开支由2021年Q1的30亿元增加1.7%至2021年第二季度的31亿元，增长并不明显。</p>\n<p>所以支出最大的部分是销售及推广开支，为56.81亿，而上一年同期为32.24亿。较今年Q1，销售及推广开支也增加了36.4%。<b>这也说明，在竞争日益激烈的智能手机市场，小米需要通过更多的推广费用获取市场份额。</b></p>\n<p>想要获得更多市场，除了推广，小米开始强调生态的作用。一直以来，小米都在不断构构建+AIoT生态，以优化使用体验。而两者的销量也是相辅相成，互相促进。</p>\n<p>为了更好的推进这一生态，雷军官宣苏炳添作为小米品牌代言人，将苏炳添打破纪录、拼搏、追求极致的精神与小米品牌结合。</p>\n<p>除了借助奥运明星的东风吸引了一波消费者好感之外，小米也推出数款新产品。8月份的发布会上，小米推出了7款新产品，除了售价4999元的高端全面屏手机小米MIX4之外，还推出了小米平板5&amp;小米平板5Pro，配置上完全对标苹果iPad Pro，但售价仅为苹果的1/3。生态方面，目前主流APP适配数量已超300款，雷军称希望年底适配至少2000款APP。比如，高端智能音箱小米Sound、77英寸OLED电视、小米电视6、仿生四足<a href=\"https://laohu8.com/S/300024\">机器人</a>等。</p>\n<p><b>/&nbsp;03&nbsp;/</b></p>\n<p><b>造车能给小米带来什么？</b></p>\n<p>自从小米上市后，雷军曾表示，本以为上市破发只是短暂的现象，股价会不断上涨，但没想到在此后很长一段时间里，小米的股价表现都不如人意，不仅没有市值翻倍，更是一度破发，颇为狼狈。</p>\n<p>到了2019年底，小米股价一度跌倒8.28港元/股。所有人都非常悲观，还有人预测，股价会跌穿4港元。雷军回忆说，当时一位投资者怒气冲冲地找到了他，把小米的品牌战略和产品批得一无是处，雷军等众高管就像小学生一样“大气不敢出”，只能任由这位投资者数落，雷军表示自己的衬衣都被汗水打湿了，事后甚至已经彻底绝望。</p>\n<p>市场上也有人在提问，为何小米手机销量一路上涨，但股价却涨不起来。</p>\n<p>或许关键原因就在于手机市场的激烈博弈。<b>市场整体增速放缓后，牌桌上还有华为、VIVO、OPPO的竞争。小米在低价手机方面有优势，但是高端机却不如华为的强大品牌力。除此之外，小米虽然力推生态的打法，但本质上，还是要看利润。如今，净利润82.7亿元，市值超过6000亿，已经算是比较饱和的估值。</b></p>\n<p>为了拯救股价，小米的高管层不止一次的进行回购。从2018年7月上市至2020年7月的2年时间，小米进行了41次回购。今年以来，小米还在不停的回购。</p>\n<p>财报显示，截至今年6月30日，小米回购金额已经达到53.87亿港元的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/1f275387fb35dc6e3887ef9d56e908a9\" tg-width=\"636\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p>\n<p><b>图片来源：小米财报</b></p>\n<p>今年4月份，小米更是动作连连，分别在3月31日、4月1日、4月7日、4月8日、4月9日、4月12日、4月13日、4月14日和4月15日、4月16日都进行了回购。</p>\n<p>有意思的是，小米开启此轮回购的时间，恰好是在小米官宣造车之后。3月30日，小米董事会正式批准了小米智能电动汽车业务立项。同时，小米宣称，公司拟成立一家全资子公司，负责智能电动汽车业务，首期投资为100亿元人民币，预计未来10年投资额100亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/792c5d6dd0cbadcb73ddd4f83d64d0e9\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>图片来源：雷军<a href=\"https://laohu8.com/S/WB\">微博</a></b></p>\n<p>早在今年2月，市场就有消息传出，小米即将造车，消息一出，小米股价瞬间拉12%！当日收盘市值涨约500亿港元。造车能拯救小米的股价吗？</p>\n<p>很显然，管理层似乎对此抱有希望。就在发布财报的当晚，小米在公告中表示，将耗资约 7737 万美元（约合人民币 5 亿元）收购自动驾驶技术公司 DeepMotion（深动科技），收购完成后这家公司将成为小米集团的全资子公司。</p>\n<p><b>小米总裁王翔在业绩交流会上表示，小米宣布造车时表示会拿出两个100亿。先投100亿人民币，后期是100亿美金，很大一部分将投到研发。</b>话音落地没有几天，就在9月1日，小米汽车有限公司正式成立，这也标志着，小米的造车计划正式落地。</p>\n<p>小米透露，在宣布造车决定以来的5个月里，小米汽车团队进行了大量的用户调研和产业链考察，调研访谈2000多次，拜访并深度沟通交流了10多家业内同行和几十家产业合作伙伴，同时紧锣密鼓地推进汽车的产品定义和团队搭建。截至目前，小米汽车已经组建起了约300人的团队。</p>\n<p>更大的梦想之下，小米的估值模型底层逻辑是否发生根本改变？有手机业务、有智能硬件，再将手机屏幕延伸到汽车后，小米的生态圈将更加庞大。<b>但是，在缺芯背景之下，小米的核心手机业务是否会持续增长，这可能是在小米汽车量产前，需要关注的关键问题。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0ee4dfe441cca04a27c54b899854578","relate_stocks":{"KC":"金山云","01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134792814","content_text":"9月1日，小米官宣了小米汽车有限公司注册成立的消息。消息一出，二级市场股价开始上涨，当天收盘股价为25.2港元/股，近两周涨幅超过7%。\n在股价这件事上，小米一路跌跌撞撞。踌躇满志的雷军应该没有想到，在上市前被投资机构追捧，一度喊出市值上千亿美元的小米，上市后，股价却这么不稳定。尽管管理层多次回购，仍然难见起色。在周年讲话上，雷军曾回忆，上市当天，大家都在期待小米股价的飞涨，但却等来了开盘破发的“尴尬”。\n小米上市当天以港币16.6元一股的价格跌破发行价，惨淡收盘，当初支持小米的投资者，也落得一肚子苦水。如今，官宣了的小米汽车，未来是否能带动小米股价？还是要先从核心的手机业务看。\n/ 01 /\n挤掉苹果成全球第二\n低价手机仍是主力\n虽然资本市场不买账，但小米的这份业绩报告成绩亮眼，其中最值得一提的就是手机业务。\n全球智能手机从3G时代到4G时代一直处在快速发展的时期，直到2016年，全球智能手机出货量达到历史峰值，市场开始接近饱和，消费者对于智能手机的需求逐渐减弱，随后智能手机出货量连续三年下滑。\n手机存量市场开始呈现萎缩的态势，但小米手机业务仍不断扩容。\n2021年第二季度，小米智能手机业务增长强劲，收入及出货量均创历史新高。财报显示今年Q2，小米智能手机收入达到591亿元，同比增长86.8%，全球智能手机出货量达到52.9百万部，同比增长86.8%。\n2020年Q2时，智能手机终端销售全球前五的厂商分别为：三星、华为、苹果、小米和OPPO，但到了今年Q2，小米能手机全球市占率达到16.7%，首次晋升全球第二。与三星相差不到2%，并首次挤下苹果。根据Canalys数据，在中国大陆市占率由2020年Q2的10.3%上升至2021年Q2的16.8%，排名第三，出货量同比增长35.1%，在主要厂商中同比增速最快。\n今年以来，全球智能手机出货量收入突破960亿美元（以批发价格计算），同比增长25%，但环比下降16%。这是因为当前，手机行业整体面临零件供应紧张的情况。然而，在红米Note和小米11系列的强劲表现推动下，小米的销售额占全球市场销售额的比重超过9%，是有史以来最高水平。\n由于新一波疫情，小米在印度的业绩有所下滑，但小米在拉丁美洲、非洲和西欧的出货量分别增长超过300%、150%和50%。能够在这些地区有更好的成绩，也得益于小米夺取了三星和华为腾出的市场份额。\n具体看，虽然手机业务强势发展，但低价手机仍占据主要份额。今年Q2，国内定价3000-4000、4000-5000、5000元以上价格的手机出货份额同比净增8.4%、4.1%、3.6%。开源证券亦指出，小米仍然偏向大众市场，与三星和苹果相比，小米的终端平均售价分别低约40%、75%。未来，要业绩走高，还要在高端手机产品上发力，在高价机型上想办法。\n/ 02 /\n业绩增长伴随销售成本激增\n在强劲的销售动力之下，小米营收也迎来突破。2021年第二季度小米营收877.9亿元，去年同期535.38亿元，同比增长64%；净利润82.7亿元，同比增长83.9%。非国际财务报告准则下，小米第二季度净利润63.22亿元，同比增长87.4%。\n从整体看，小米营收的增长，手机业务是主要驱动力。\n\n今年Q2，智能手机收入占比为67.3%，IoT与生活消费产品占比23.6%，互联网服务占比近8.0%。相较于今年Q1，后两者的占比均缩小。\n财报显示，小米IoT与生活消费产品收入由2021年Q1的182亿元增加13.7%至2021年Q2的207亿元；智能电视及笔记本计算机的收入由2021年Q1的56亿元增加7.1%至2021年Q2的60亿元。值得一提的是，小米电视中国大陆出货量连续10个季度第一，全球前五。小爱同学月活用户数首次突破1亿，达到1.02亿。\n此外，小米的互联网服务收入由2021年Q1的66亿元增加7.0%至2021年Q2的70亿元。\n\n业绩增长之余，小米的销售成本也在扩大。今年Q2，小米销售成本为726.41亿元，去年同期为458.36亿。小米研发费用研发开支由2021年Q1的30亿元增加1.7%至2021年第二季度的31亿元，增长并不明显。\n所以支出最大的部分是销售及推广开支，为56.81亿，而上一年同期为32.24亿。较今年Q1，销售及推广开支也增加了36.4%。这也说明，在竞争日益激烈的智能手机市场，小米需要通过更多的推广费用获取市场份额。\n想要获得更多市场，除了推广，小米开始强调生态的作用。一直以来，小米都在不断构构建+AIoT生态，以优化使用体验。而两者的销量也是相辅相成，互相促进。\n为了更好的推进这一生态，雷军官宣苏炳添作为小米品牌代言人，将苏炳添打破纪录、拼搏、追求极致的精神与小米品牌结合。\n除了借助奥运明星的东风吸引了一波消费者好感之外，小米也推出数款新产品。8月份的发布会上，小米推出了7款新产品，除了售价4999元的高端全面屏手机小米MIX4之外，还推出了小米平板5&小米平板5Pro，配置上完全对标苹果iPad Pro，但售价仅为苹果的1/3。生态方面，目前主流APP适配数量已超300款，雷军称希望年底适配至少2000款APP。比如，高端智能音箱小米Sound、77英寸OLED电视、小米电视6、仿生四足机器人等。\n/ 03 /\n造车能给小米带来什么？\n自从小米上市后，雷军曾表示，本以为上市破发只是短暂的现象，股价会不断上涨，但没想到在此后很长一段时间里，小米的股价表现都不如人意，不仅没有市值翻倍，更是一度破发，颇为狼狈。\n到了2019年底，小米股价一度跌倒8.28港元/股。所有人都非常悲观，还有人预测，股价会跌穿4港元。雷军回忆说，当时一位投资者怒气冲冲地找到了他，把小米的品牌战略和产品批得一无是处，雷军等众高管就像小学生一样“大气不敢出”，只能任由这位投资者数落，雷军表示自己的衬衣都被汗水打湿了，事后甚至已经彻底绝望。\n市场上也有人在提问，为何小米手机销量一路上涨，但股价却涨不起来。\n或许关键原因就在于手机市场的激烈博弈。市场整体增速放缓后，牌桌上还有华为、VIVO、OPPO的竞争。小米在低价手机方面有优势，但是高端机却不如华为的强大品牌力。除此之外，小米虽然力推生态的打法，但本质上，还是要看利润。如今，净利润82.7亿元，市值超过6000亿，已经算是比较饱和的估值。\n为了拯救股价，小米的高管层不止一次的进行回购。从2018年7月上市至2020年7月的2年时间，小米进行了41次回购。今年以来，小米还在不停的回购。\n财报显示，截至今年6月30日，小米回购金额已经达到53.87亿港元的股票。\n\n图片来源：小米财报\n今年4月份，小米更是动作连连，分别在3月31日、4月1日、4月7日、4月8日、4月9日、4月12日、4月13日、4月14日和4月15日、4月16日都进行了回购。\n有意思的是，小米开启此轮回购的时间，恰好是在小米官宣造车之后。3月30日，小米董事会正式批准了小米智能电动汽车业务立项。同时，小米宣称，公司拟成立一家全资子公司，负责智能电动汽车业务，首期投资为100亿元人民币，预计未来10年投资额100亿美元。\n\n图片来源：雷军微博\n早在今年2月，市场就有消息传出，小米即将造车，消息一出，小米股价瞬间拉12%！当日收盘市值涨约500亿港元。造车能拯救小米的股价吗？\n很显然，管理层似乎对此抱有希望。就在发布财报的当晚，小米在公告中表示，将耗资约 7737 万美元（约合人民币 5 亿元）收购自动驾驶技术公司 DeepMotion（深动科技），收购完成后这家公司将成为小米集团的全资子公司。\n小米总裁王翔在业绩交流会上表示，小米宣布造车时表示会拿出两个100亿。先投100亿人民币，后期是100亿美金，很大一部分将投到研发。话音落地没有几天，就在9月1日，小米汽车有限公司正式成立，这也标志着，小米的造车计划正式落地。\n小米透露，在宣布造车决定以来的5个月里，小米汽车团队进行了大量的用户调研和产业链考察，调研访谈2000多次，拜访并深度沟通交流了10多家业内同行和几十家产业合作伙伴，同时紧锣密鼓地推进汽车的产品定义和团队搭建。截至目前，小米汽车已经组建起了约300人的团队。\n更大的梦想之下，小米的估值模型底层逻辑是否发生根本改变？有手机业务、有智能硬件，再将手机屏幕延伸到汽车后，小米的生态圈将更加庞大。但是，在缺芯背景之下，小米的核心手机业务是否会持续增长，这可能是在小米汽车量产前，需要关注的关键问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812376497,"gmtCreate":1630557774219,"gmtModify":1630557774219,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"快手还需要时间继续观察","listText":"快手还需要时间继续观察","text":"快手还需要时间继续观察","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812376497","repostId":"2164817127","repostType":2,"repost":{"id":"2164817127","kind":"news","pubTimestamp":1630548248,"share":"https://www.laohu8.com/m/news/2164817127?lang=&edition=full","pubTime":"2021-09-02 10:04","market":"hk","language":"zh","title":"快手纳入港股通大涨9%，恒生科技指数ETF（513180）延续反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2164817127","media":"资本邦","summary":"快手纳入港股通，今天大涨9%，恒生科技指数ETF 延续反弹，本周连续4天上涨，截至发稿，上涨2.86%。随着互联网科技股陆续公布季报，港股科技板块估值修复得到动力，恒生科技指数ETF 本周以来涨幅已经超过8%。国内政策强监管成为前期海外中资股和成长板块表现最大影响因素。把握港股底部区域，耐心逢低布局，随着监管层加强与市场沟通以及后续政策优化，外资有望逢低增持中国优质资产。","content":"<html><body><article><p>快手纳入<span>港股通</span>，今天大涨9%，恒生科技指数<span>ETF</span> 延续反弹，本周连续4天上涨，截至发稿，上涨2.86%。</p><p>随着互联网科技股陆续公布季报，港股科技板块估值修复得到动力，恒生科技指数ETF 本周以来涨幅已经超过8%。</p><p>国内政策强监管成为前期海外中资股和成长板块表现最大影响因素。目前市场之前的下跌反应的是强监管带来的市场震荡、行业政策协调和沟通不足对未来生产力拖累的担忧，企业未来收入和利润率的不确定性，市场最纠结的问题需要耐心等待监管政策落地。</p><p><a href=\"https://laohu8.com/S/601377\">兴业证券</a>全球策略团队认为，互联网作为港股市场的中流砥柱，监管风险虽尚未消除，但近期的政策降低了极端悲观预期的可能性，港股支柱产业的“基本面底部区域”初现。把握港股底部区域，耐心逢低布局，随着监管层加强与市场沟通以及后续政策优化，外资有望逢低增持中国优质<span>资产</span>。</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>快手纳入港股通大涨9%，恒生科技指数ETF（513180）延续反弹</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; 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display: inline-block; overflow: 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快手纳入港股通大涨9%，恒生科技指数ETF（513180）延续反弹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 10:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090210041179eb0cb8&s=b><strong>资本邦</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快手纳入港股通，今天大涨9%，恒生科技指数ETF 延续反弹，本周连续4天上涨，截至发稿，上涨2.86%。随着互联网科技股陆续公布季报，港股科技板块估值修复得到动力，恒生科技指数ETF 本周以来涨幅已经超过8%。国内政策强监管成为前期海外中资股和成长板块表现最大影响因素。目前市场之前的下跌反应的是强监管带来的市场震荡、行业政策协调和沟通不足对未来生产力拖累的担忧，企业未来收入和利润率的不确定性，市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090210041179eb0cb8&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/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"513180":"恒生科技指数ETF","01024":"快手-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090210041179eb0cb8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2164817127","content_text":"快手纳入港股通，今天大涨9%，恒生科技指数ETF 延续反弹，本周连续4天上涨，截至发稿，上涨2.86%。随着互联网科技股陆续公布季报，港股科技板块估值修复得到动力，恒生科技指数ETF 本周以来涨幅已经超过8%。国内政策强监管成为前期海外中资股和成长板块表现最大影响因素。目前市场之前的下跌反应的是强监管带来的市场震荡、行业政策协调和沟通不足对未来生产力拖累的担忧，企业未来收入和利润率的不确定性，市场最纠结的问题需要耐心等待监管政策落地。兴业证券全球策略团队认为，互联网作为港股市场的中流砥柱，监管风险虽尚未消除，但近期的政策降低了极端悲观预期的可能性，港股支柱产业的“基本面底部区域”初现。把握港股底部区域，耐心逢低布局，随着监管层加强与市场沟通以及后续政策优化，外资有望逢低增持中国优质资产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812958858,"gmtCreate":1630548265974,"gmtModify":1630548265974,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"快手能稳住吗？","listText":"快手能稳住吗？","text":"快手能稳住吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812958858","repostId":"1103104082","repostType":2,"repost":{"id":"1103104082","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630546681,"share":"https://www.laohu8.com/m/news/1103104082?lang=&edition=full","pubTime":"2021-09-02 09:38","market":"hk","language":"zh","title":"恒生科技指数涨超3%，快手-W涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1103104082","media":"老虎资讯综合","summary":"9月2日，恒生科技指数涨超3%，快手-W涨超8%，哔哩哔哩-SW涨超5%，腾讯控股、阿里巴巴-SW涨超3%","content":"<p>9月2日，恒生科技指数涨超3%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超8%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨超5%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨超3%</p>\n<p><img src=\"https://static.tigerbbs.com/c2584c022a7ffe8913f657018f628752\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>恒生科技指数涨超3%，快手-W涨超8%</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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恒生科技指数涨超3%，快手-W涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-02 09:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月2日，恒生科技指数涨超3%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超8%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨超5%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨超3%</p>\n<p><img src=\"https://static.tigerbbs.com/c2584c022a7ffe8913f657018f628752\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"09626":"哔哩哔哩-W","TCEHY":"腾讯控股ADR","09988":"阿里巴巴-W","00700":"腾讯控股","01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103104082","content_text":"9月2日，恒生科技指数涨超3%，快手-W涨超8%，哔哩哔哩-SW涨超5%，腾讯控股、阿里巴巴-SW涨超3%","news_type":1},"isVote":1,"tweetType":1,"viewCount":1987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811312335,"gmtCreate":1630289156927,"gmtModify":1704957863758,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"哦哦","listText":"哦哦","text":"哦哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811312335","repostId":"2163407021","repostType":2,"repost":{"id":"2163407021","kind":"news","pubTimestamp":1630278689,"share":"https://www.laohu8.com/m/news/2163407021?lang=&edition=full","pubTime":"2021-08-30 07:11","market":"us","language":"zh","title":"微博、抖音及快手(01024.HK)明星排行榜下架","url":"https://stock-news.laohu8.com/highlight/detail?id=2163407021","media":"AAFN","summary":"新浪微博社区管理官方微博发布公告称，中央网信办近日发布《关於进一步加强「饭圈」乱象治理的通知》，明确要求取消所有涉明星艺人个人或组合的排行榜单，严禁新增或变相上线个人榜单及相关产品或功能。内地网络社交平台微博第一时间按照该通知要求部署落实，全面下线相关明星排行榜单。对超话社区所有榜单分类及名称进行全面排查，最终总计调整超话名称2,558个。随後，微博亦不再显示明星「超话」、CP「超话」的排名，抖音、快手  亦随之下架明星榜。(ta/k) ~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>新浪<a href=\"https://laohu8.com/S/WB\">微博</a>社区管理官方微博发布公告称，中央网信办近日发布《关於进一步加强「饭圈」乱象治理的通知》，明确要求取消所有涉明星艺人个人或组合的排行榜单，严禁新增或变相上线个人榜单及相关产品或功能。内地网络社交平台微博第一时间按照该通知要求部署落实，全面下线相关明星排行榜单。对超话社区所有榜单分类及名称进行全面排查，最终总计调整超话名称2,558个。随後，微博亦不再显示明星「超话」、CP「超话」的排名，<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、快手  亦随之下架明星榜。(ta/k) ~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>微博、抖音及快手(01024.HK)明星排行榜下架</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{ line-height:1.35; margin-bottom:1em; 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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微博、抖音及快手(01024.HK)明星排行榜下架\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 07:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1125159&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪微博社区管理官方微博发布公告称，中央网信办近日发布《关於进一步加强「饭圈」乱象治理的通知》，明确要求取消所有涉明星艺人个人或组合的排行榜单，严禁新增或变相上线个人榜单及相关产品或功能。内地网络社交平台微博第一时间按照该通知要求部署落实，全面下线相关明星排行榜单。对超话社区所有榜单分类及名称进行全面排查，最终总计调整超话名称2,558个。随後，微博亦不再显示明星「超话」、CP「超话」的排名，抖音...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1125159&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b5d7609107464290b16f4962e34bf049","relate_stocks":{"01024":"快手-W"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1125159&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2163407021","content_text":"新浪微博社区管理官方微博发布公告称，中央网信办近日发布《关於进一步加强「饭圈」乱象治理的通知》，明确要求取消所有涉明星艺人个人或组合的排行榜单，严禁新增或变相上线个人榜单及相关产品或功能。内地网络社交平台微博第一时间按照该通知要求部署落实，全面下线相关明星排行榜单。对超话社区所有榜单分类及名称进行全面排查，最终总计调整超话名称2,558个。随後，微博亦不再显示明星「超话」、CP「超话」的排名，抖音、快手  亦随之下架明星榜。(ta/k) ~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813716133,"gmtCreate":1630246443822,"gmtModify":1704957423734,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"大家都看好，结果股价不涨","listText":"大家都看好，结果股价不涨","text":"大家都看好，结果股价不涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813716133","repostId":"2163072376","repostType":2,"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813718991,"gmtCreate":1630246308013,"gmtModify":1704957422001,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"唉，什么时候能起来","listText":"唉，什么时候能起来","text":"唉，什么时候能起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813718991","repostId":"2163740520","repostType":2,"repost":{"id":"2163740520","kind":"news","pubTimestamp":1630238640,"share":"https://www.laohu8.com/m/news/2163740520?lang=&edition=full","pubTime":"2021-08-29 20:04","market":"sh","language":"zh","title":"国美零售上半年业绩报公布 同发布的倡议书又是什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2163740520","media":"新浪财经","summary":"9月翻倍牛股在哪里？机构最新评级曝光目标价！这10股都有上涨近1倍空间（名单）。　　昨天，国美零售公布了2021年半年报，业绩增长有很多亮点。同时国美又发布了倡议书，提出要共享共建“家·生活”零售共同体。所以我们能看到，国美在上半年还是抓住了这两个机遇，实现了业绩的增长。我们再来看看国美还做了什么？这就要看货品流通速度了，财报显示，国美存货周转天数由2020年上半年的75天减少到了约64天，营运能力还是显著提升了。","content":"<html><body><div>\n<blockquote>\n<p>投资研报</p>\n<p>9月翻倍牛股在哪里？机构最新评级曝光目标价！这10股都有上涨近1倍空间（名单）</p>\n<p>【主力资金】章盟主爆买2股、作手新一狂买1股！新能源车两大细分赛道值得关注(附受益股)</p>\n<p>【超级大单】五大机构斥资1亿、四大机构斥资3亿买2股！这一行业迎来戴维斯双击（受益股）</p>\n<p>VR<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>Pico证实被字节跳动收购！VR时代已经到来！两条主线掘金受益股（名单）</p>\n</blockquote><p>　　<span>【导语】</span></p>\n<p>　　<span>昨天，<a href=\"https://laohu8.com/S/00493\">国美零售</a>公布了2021年半年报，业绩增长有很多亮点。同时国美又发布了倡议书，提出要共享共建“家·生活”零售共同体。今天我们就来说说国美是如何在逆境中生长的。</span></p>\n<div></div>\n<p>　　<strong>共享共建“家·生活”零售共同体是什么</strong></p>\n<p>　　天天热搜，天奇为你说热搜。“家·生活”可以说是国美近年的重头戏了！昨天发布的这份倡议书再一次强调了“家生活”消费升级，其中提到了“开放、共享”理念，国美表示将在半年内分期分批推出共享共建平台，将其打造的线上、线下、供应链、物流/服务，大数据/云，这些关键资源和能力，向有需求的各方市场伙伴接入。</p>\n<p>　　此举其实和今年以来国家的反垄断以及推动新型消费的战略方向不谋而合，未来如果能全面落地，会给消费者和商家带来不少便利。</p>\n<p>　　<strong>国美上半年业绩增长的真相是什么？</strong></p>\n<p>　　从宏观角度来看，今年以来，零售业还是迎来了两大利好：一个是疫情逐步缓和，大众消费也在回温，另一个是国家为促消费、扩内需出台了很多政策。所以我们能看到，国美在上半年还是抓住了这两个机遇，实现了业绩的增长。比如说上半年的交易总额同比增长24.42%，收入大涨36.5%，综合毛利率也稳步回升2.6个百分点到14.3%。</p>\n<p>　　市场环境回温和政策利好双管齐下，这个时候，敏锐的企业就该明白，这里藏着新的机会点。我们再来看看国美还做了什么？</p>\n<p>　　<strong>国美娱乐化营销见成效了吗？</strong></p>\n<p>　　除了“家·生活”，在新消费变革浪潮下，玩转营销、高效触达消费者，是国美另一个重要的发展抓手。财报显示，国美的策略是用娱乐化营销撬动消费需求，上半年国美通过直播、短视频、赛事等手段，用低价和优质产品服务为卖点，共组织7.5万场直播，触达超过3800万人，数据可谓亮眼。</p>\n<p>　　此外，在财报中也能看到，国美也在积极丰富平台品类，上半年SKU数突破60万，其中90%来自于非家电领域。那么变现效果怎么样呢？这就要看货品流通速度了，财报显示，国美存货周转天数由2020年上半年的75天减少到了约64天，营运能力还是显著提升了。</p>\n<p>　　虽然国美努力向着“六边形”方向发展，但是我们也要看到，目前电商业竞争激烈，国美未来会不会续写传奇，为股东也为社会带来更多价值，还要看接下来的表现。</p>\n<p>　　好了这就是今天的《天天热搜》，每天为你解读最热的财经新闻，我们明天见。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：彭佳兵 </p>\n</div></body></html>","source":"sina","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>国美零售上半年业绩报公布 同发布的倡议书又是什么？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国美零售上半年业绩报公布 同发布的倡议书又是什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/s/2021-08-29/doc-iktzscyx1101830.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资研报\n9月翻倍牛股在哪里？机构最新评级曝光目标价！这10股都有上涨近1倍空间（名单）\n【主力资金】章盟主爆买2股、作手新一狂买1股！新能源车两大细分赛道值得关注(附受益股)\n【超级大单】五大机构斥资1亿、四大机构斥资3亿买2股！这一行业迎来戴维斯双击（受益股）\nVR创业公司Pico证实被字节跳动收购！VR时代已经到来！两条主线掘金受益股（名单）\n　　【导语】\n　　昨天，国美零售公布了2021年...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2021-08-29/doc-iktzscyx1101830.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f78d2f00cbc26b40aac0942a0a777ee","relate_stocks":{"00493":"国美零售"},"source_url":"https://finance.sina.com.cn/stock/s/2021-08-29/doc-iktzscyx1101830.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2163740520","content_text":"投资研报\n9月翻倍牛股在哪里？机构最新评级曝光目标价！这10股都有上涨近1倍空间（名单）\n【主力资金】章盟主爆买2股、作手新一狂买1股！新能源车两大细分赛道值得关注(附受益股)\n【超级大单】五大机构斥资1亿、四大机构斥资3亿买2股！这一行业迎来戴维斯双击（受益股）\nVR创业公司Pico证实被字节跳动收购！VR时代已经到来！两条主线掘金受益股（名单）\n　　【导语】\n　　昨天，国美零售公布了2021年半年报，业绩增长有很多亮点。同时国美又发布了倡议书，提出要共享共建“家·生活”零售共同体。今天我们就来说说国美是如何在逆境中生长的。\n\n　　共享共建“家·生活”零售共同体是什么\n　　天天热搜，天奇为你说热搜。“家·生活”可以说是国美近年的重头戏了！昨天发布的这份倡议书再一次强调了“家生活”消费升级，其中提到了“开放、共享”理念，国美表示将在半年内分期分批推出共享共建平台，将其打造的线上、线下、供应链、物流/服务，大数据/云，这些关键资源和能力，向有需求的各方市场伙伴接入。\n　　此举其实和今年以来国家的反垄断以及推动新型消费的战略方向不谋而合，未来如果能全面落地，会给消费者和商家带来不少便利。\n　　国美上半年业绩增长的真相是什么？\n　　从宏观角度来看，今年以来，零售业还是迎来了两大利好：一个是疫情逐步缓和，大众消费也在回温，另一个是国家为促消费、扩内需出台了很多政策。所以我们能看到，国美在上半年还是抓住了这两个机遇，实现了业绩的增长。比如说上半年的交易总额同比增长24.42%，收入大涨36.5%，综合毛利率也稳步回升2.6个百分点到14.3%。\n　　市场环境回温和政策利好双管齐下，这个时候，敏锐的企业就该明白，这里藏着新的机会点。我们再来看看国美还做了什么？\n　　国美娱乐化营销见成效了吗？\n　　除了“家·生活”，在新消费变革浪潮下，玩转营销、高效触达消费者，是国美另一个重要的发展抓手。财报显示，国美的策略是用娱乐化营销撬动消费需求，上半年国美通过直播、短视频、赛事等手段，用低价和优质产品服务为卖点，共组织7.5万场直播，触达超过3800万人，数据可谓亮眼。\n　　此外，在财报中也能看到，国美也在积极丰富平台品类，上半年SKU数突破60万，其中90%来自于非家电领域。那么变现效果怎么样呢？这就要看货品流通速度了，财报显示，国美存货周转天数由2020年上半年的75天减少到了约64天，营运能力还是显著提升了。\n　　虽然国美努力向着“六边形”方向发展，但是我们也要看到，目前电商业竞争激烈，国美未来会不会续写传奇，为股东也为社会带来更多价值，还要看接下来的表现。\n　　好了这就是今天的《天天热搜》，每天为你解读最热的财经新闻，我们明天见。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：彭佳兵","news_type":1},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837803801,"gmtCreate":1629870042803,"gmtModify":1629870042803,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837803801","repostId":"2162036470","repostType":2,"repost":{"id":"2162036470","kind":"news","pubTimestamp":1629864485,"share":"https://www.laohu8.com/m/news/2162036470?lang=&edition=full","pubTime":"2021-08-25 12:08","market":"hk","language":"zh","title":"小米手机“MI”Logo将成历史，曾被解读为“完成不可能的任务”","url":"https://stock-news.laohu8.com/highlight/detail?id=2162036470","media":"AI财经社","summary":"9月25日消息，AI财经社从技术社区Neowin报道获悉，小米推出的MIX 4全面屏手机已经采用全新的“xiaomi”品牌Logo，不再使用“MI”品牌Logo。小米公司也表示，未来推出的所有产品将不再使用“MI”品牌Logo，而是使用“xiaomi”品牌Logo。从小米10S系列手机开始，小米手机上已开始使用“xiaomi”品牌Logo。据悉，“MI”品牌Logo已伴随小米公司十年之久，成立初期一度被外界认为是Mobile Internet的缩写，即小米是致力于移动互联网的科技公司。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13917571426/0\"/><p>9月25日消息，AI财经社从技术社区Neowin报道获悉，小米推出的MIX 4全面屏手机已经采用全新的“xiaomi”品牌Logo，不再使用“MI”品牌Logo。稍早，小米11系列海外版机身已用上“xiaomi”Logo，但宣传文字上仍使用MI 11 的写法。</p><p>小米公司也表示，未来推出的所有产品将不再使用“MI”品牌Logo，而是使用“xiaomi”品牌Logo。</p><p>其实，小米在国内销售的产品很早已经取消了“MI”品牌。从小米10S系列手机开始，小米手机上已开始使用“xiaomi”品牌Logo。</p><p>据悉，“MI”品牌Logo已伴随小米公司十年之久，成立初期一度被外界认为是Mobile Internet的缩写，即小米是致力于移动互联网的科技公司。后来也有解读为Mission Impossible的缩写，即完成不可能的任务。</p><p>虽然产品将不再使用“MI”品牌Logo，但小米公司logo仍会继续使用“MI”。3月30日晚，雷军在小米春季新品发布会表示，将启用原研哉参与设计的新Logo，但因变化不大，被网友嘲笑200万打水漂。对此，雷军反驳道，“不只是将形状从方形变成圆形，还改变了品牌的内部精神和心态。”（文|AI财经社 实习生 周昕怡）</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>小米手机“MI”Logo将成历史，曾被解读为“完成不可能的任务”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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小米手机“MI”Logo将成历史，曾被解读为“完成不可能的任务”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 12:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082512150279e6af33&s=b><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月25日消息，AI财经社从技术社区Neowin报道获悉，小米推出的MIX 4全面屏手机已经采用全新的“xiaomi”品牌Logo，不再使用“MI”品牌Logo。稍早，小米11系列海外版机身已用上“xiaomi”Logo，但宣传文字上仍使用MI 11 的写法。小米公司也表示，未来推出的所有产品将不再使用“MI”品牌Logo，而是使用“xiaomi”品牌Logo。其实，小米在国内销售的产品很早已经...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082512150279e6af33&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/817cce8afd9c6d0c800f1364edda0141","relate_stocks":{"01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082512150279e6af33&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162036470","content_text":"9月25日消息，AI财经社从技术社区Neowin报道获悉，小米推出的MIX 4全面屏手机已经采用全新的“xiaomi”品牌Logo，不再使用“MI”品牌Logo。稍早，小米11系列海外版机身已用上“xiaomi”Logo，但宣传文字上仍使用MI 11 的写法。小米公司也表示，未来推出的所有产品将不再使用“MI”品牌Logo，而是使用“xiaomi”品牌Logo。其实，小米在国内销售的产品很早已经取消了“MI”品牌。从小米10S系列手机开始，小米手机上已开始使用“xiaomi”品牌Logo。据悉，“MI”品牌Logo已伴随小米公司十年之久，成立初期一度被外界认为是Mobile Internet的缩写，即小米是致力于移动互联网的科技公司。后来也有解读为Mission Impossible的缩写，即完成不可能的任务。虽然产品将不再使用“MI”品牌Logo，但小米公司logo仍会继续使用“MI”。3月30日晚，雷军在小米春季新品发布会表示，将启用原研哉参与设计的新Logo，但因变化不大，被网友嘲笑200万打水漂。对此，雷军反驳道，“不只是将形状从方形变成圆形，还改变了品牌的内部精神和心态。”（文|AI财经社 实习生 周昕怡）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837803304,"gmtCreate":1629870021908,"gmtModify":1629870021908,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"到底什么时候是低","listText":"到底什么时候是低","text":"到底什么时候是低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837803304","repostId":"1111532560","repostType":4,"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837074272,"gmtCreate":1629850589096,"gmtModify":1629850589096,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"期待京东的爆发","listText":"期待京东的爆发","text":"期待京东的爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837074272","repostId":"2162080960","repostType":2,"repost":{"id":"2162080960","kind":"news","pubTimestamp":1629776993,"share":"https://www.laohu8.com/m/news/2162080960?lang=&edition=full","pubTime":"2021-08-24 11:49","market":"sh","language":"zh","title":"京东物流首份财报出炉：上半年净亏损15亿 外部客户收入占比超50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2162080960","media":"贝果财经","summary":"京东物流首份财报出炉：上半年净亏损15亿，外部客户收入占比超50% 来源：中国经营网本报记者 李静 北京报道8月23日，京东物流发布上市后首份财报。财报显示，京东物流在2021年上半年外部客户收入达到265亿元，占比54.7%，同比增长109.6%。2018年、2019年及2020年前三季度，京东物流来自于外部客户的收入占比分别为29.9%、38.4%和43.4%。京东物流方面表示。在技术投入方面，2021年上半年，京东物流研发投入14亿元，占总收入的2.8%，同比增长55.2%。","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/02618\">京东物流</a>首份财报出炉：上半年净亏损15亿，外部客户收入占比超50% 来源：中国经营网</p><p>本报记者 李静 北京报道</p><p>8月23日，<a href=\"https://laohu8.com/S/JD\">京东</a>物流（02618.HK）发布上市后首份财报。财报显示，京东物流2021年上半年实现总收入485亿元，同比增长53.7%；净亏损为153.6亿元，经调整后的Non-IFRS（非国际财务报告准则）净亏损为15亿元。</p><p>《中国经营报》记者注意到，京东物流此前一直被诟病的一点就是，业务严重依赖京东集团，目前，京东物流正在逐步摆脱这一“老印象”。财报显示，京东物流在2021年上半年外部客户收入达到265亿元，占比54.7%，同比增长109.6%。</p><p><font>外部收入占比进一步增加</font></p><p>京东物流对京东集团的依赖程度一直是外部关注的焦点。在今年2月的招股书中，京东物流就提及，公司经营的风险因素之一是，来自于往绩记录期间，公司收入的很大一部分与京东集团有关，且在可预见的未来公司收入的很大一部分可能会继续与京东集团有关。</p><p>京东物流此前主要服务于京东集团，营收也依赖于京东集团。不过，2017年开始京东物流正式独立成为京东物流集团，并宣布全面对外开放。</p><p>根据此前披露的招股书显示，从2018年开始京东物流来自外部客户的收入不断提升。2018年、2019年及2020年前三季度，京东物流来自于外部客户的收入占比分别为29.9%、38.4%和43.4%。</p><p>在首份财报中，京东物流进一步披露了来自外部客户收入的情况，在2021年上半年京东物流外部客户收入达到265亿元，占总收入的比重为54.7%，同比增长109.6%。</p><p>据披露，京东物流正在发展多样化的解决方案和服务，为客户提供供应链管理赋能，帮助客户提升供应链效率，其中主要深耕快速消费品、服装、家电家具、3C、汽车和生鲜六大行业。20201年上半年，京东物流来自一体化供应链客户收入为336亿元，同比增长29.6%。其中，来自外部一体化供应链客户收入为117亿元，同比增长65.6%。</p><p>截至2021年6月30日，京东物流一体化供应链客户数量达到59067名，同比增长58.7%，2021年上半年单客户平均收入为19.73万元，2020年上半年这一数据为18.91万元。</p><p>“这反映出客户对我们一体化供应链物流服务效果的认可，双方合作的深入和黏性的加深。”京东物流方面表示。</p><p>另外，2021年上半年，京东物流来源于其他客户的收入为149亿元，同比增长164.8%。主要是由于客户数量的增加。</p><p>在京东物流上市前夕，快递物流专家赵小敏就曾对记者分析指出：“如果2021年能达到五成五甚至六成的话，京东物流未来在二级市场就非常值得看。因为京东物流的规模效应很大程度上和这个指标挂钩。”</p><p>5月28日京东物流在港交所挂牌上市，定价40.36港元/股，上市时股价高开14.1%，报46.05港元/股。在上市的三个月多少时间里，京东物流股价曾在初期一度上探至48.15港元/股，此后每股股价不断下滑至20多港元。昨夜京东物流发布首份财报之后，今日开盘之后京东物流高开高走，截至记者发稿时间，京东物流股价超过5%。</p><p><font>增收不增利？</font></p><p>2021年上半年京东物流净亏损为153.6亿元，经调整后的Non-IFRS（非国际财务报告准则）净亏损为15亿元。而在2020年上半年，京东物流净利润为6.47亿元，经调整后的Non-IFRS（非国际财务报告准则）净利润为19.83亿元。</p><p>对于营收增加但净利润却下降的原因，京东物流方面给出的解释包括，因长期加大网络基础设施、供应链技术研发等投入，以及进一步加大供应链解决方案及服务广度深度、扩大就业规模等，剔除优先股公允价值变动以及股份支付等因素影响。</p><p>财报显示，截至2021年6月30日，京东物流运营的仓库总数量约1200个，仓储网络总管理面积约2300万平方米（包含云仓生态平台的云仓管理面积）。其中，过去一年京东物流新增仓库数量450个，相当于2007年至2017年的10年间仓库增长总量。</p><p>在技术投入方面，2021年上半年，京东物流研发投入14亿元，占总收入的2.8%，同比增长55.2%。目前已在全国28个城市运营了38个亚洲一号大型<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>仓库，上半年在南宁、海口等城市新增6个。</p><p>京东物流相关工作人员表示，在华北运营的北斗新仓已实现百万级SKU操作，将履约时间缩短了2-3小时；京东物流拥有全自研技术的L4级别自动驾驶智能快递车，已在全国超10个城市投入运营。</p><p>另外，在推动就业方面，截至2021年6月30日，京东物流仓储、分拣、打包、运输及配送的一线员工数量超过26万人。半年间，京东物流为这些一线员工薪酬福利开支达到172亿元，保守计算，人均月支出超过1.1万元。</p><p>凭借在基础设施以及技术上的长期投入，京东物流持续推进整个履约链条的效率提升。根据京东最新一季的财报显示，在京东物流的助力下，京东集团的库存周转天数继续下降为31天，履约费用率也再创新低，达到5.8%。</p><p>投资人、看懂研究院高级研究员程宇对记者指出，物流成本不仅影响京东物流的利润情况，也是决定京东利润率的最大因素之一。</p><p>京东物流表示，伴随规模优势、技术升级和精细化管理能力提升，京东物流的盈利性将不断改善。</p></body></html>","source":"sina_symbol","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>京东物流首份财报出炉：上半年净亏损15亿 外部客户收入占比超50%</title>\n<style 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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京东物流首份财报出炉：上半年净亏损15亿 外部客户收入占比超50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 11:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-08-24/doc-ikqciyzm3276463.shtml><strong>贝果财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：京东物流首份财报出炉：上半年净亏损15亿，外部客户收入占比超50% 来源：中国经营网本报记者 李静 北京报道8月23日，京东物流（02618.HK）发布上市后首份财报。财报显示，京东物流2021年上半年实现总收入485亿元，同比增长53.7%；净亏损为153.6亿元，经调整后的Non-IFRS（非国际财务报告准则）净亏损为15亿元。《中国经营报》记者注意到，京东物流此前一直被诟病的一点就是...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-08-24/doc-ikqciyzm3276463.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/08ef500e83887a6c7e7cb21305cc653f","relate_stocks":{"02618":"京东物流"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-08-24/doc-ikqciyzm3276463.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162080960","content_text":"原标题：京东物流首份财报出炉：上半年净亏损15亿，外部客户收入占比超50% 来源：中国经营网本报记者 李静 北京报道8月23日，京东物流（02618.HK）发布上市后首份财报。财报显示，京东物流2021年上半年实现总收入485亿元，同比增长53.7%；净亏损为153.6亿元，经调整后的Non-IFRS（非国际财务报告准则）净亏损为15亿元。《中国经营报》记者注意到，京东物流此前一直被诟病的一点就是，业务严重依赖京东集团，目前，京东物流正在逐步摆脱这一“老印象”。财报显示，京东物流在2021年上半年外部客户收入达到265亿元，占比54.7%，同比增长109.6%。外部收入占比进一步增加京东物流对京东集团的依赖程度一直是外部关注的焦点。在今年2月的招股书中，京东物流就提及，公司经营的风险因素之一是，来自于往绩记录期间，公司收入的很大一部分与京东集团有关，且在可预见的未来公司收入的很大一部分可能会继续与京东集团有关。京东物流此前主要服务于京东集团，营收也依赖于京东集团。不过，2017年开始京东物流正式独立成为京东物流集团，并宣布全面对外开放。根据此前披露的招股书显示，从2018年开始京东物流来自外部客户的收入不断提升。2018年、2019年及2020年前三季度，京东物流来自于外部客户的收入占比分别为29.9%、38.4%和43.4%。在首份财报中，京东物流进一步披露了来自外部客户收入的情况，在2021年上半年京东物流外部客户收入达到265亿元，占总收入的比重为54.7%，同比增长109.6%。据披露，京东物流正在发展多样化的解决方案和服务，为客户提供供应链管理赋能，帮助客户提升供应链效率，其中主要深耕快速消费品、服装、家电家具、3C、汽车和生鲜六大行业。20201年上半年，京东物流来自一体化供应链客户收入为336亿元，同比增长29.6%。其中，来自外部一体化供应链客户收入为117亿元，同比增长65.6%。截至2021年6月30日，京东物流一体化供应链客户数量达到59067名，同比增长58.7%，2021年上半年单客户平均收入为19.73万元，2020年上半年这一数据为18.91万元。“这反映出客户对我们一体化供应链物流服务效果的认可，双方合作的深入和黏性的加深。”京东物流方面表示。另外，2021年上半年，京东物流来源于其他客户的收入为149亿元，同比增长164.8%。主要是由于客户数量的增加。在京东物流上市前夕，快递物流专家赵小敏就曾对记者分析指出：“如果2021年能达到五成五甚至六成的话，京东物流未来在二级市场就非常值得看。因为京东物流的规模效应很大程度上和这个指标挂钩。”5月28日京东物流在港交所挂牌上市，定价40.36港元/股，上市时股价高开14.1%，报46.05港元/股。在上市的三个月多少时间里，京东物流股价曾在初期一度上探至48.15港元/股，此后每股股价不断下滑至20多港元。昨夜京东物流发布首份财报之后，今日开盘之后京东物流高开高走，截至记者发稿时间，京东物流股价超过5%。增收不增利？2021年上半年京东物流净亏损为153.6亿元，经调整后的Non-IFRS（非国际财务报告准则）净亏损为15亿元。而在2020年上半年，京东物流净利润为6.47亿元，经调整后的Non-IFRS（非国际财务报告准则）净利润为19.83亿元。对于营收增加但净利润却下降的原因，京东物流方面给出的解释包括，因长期加大网络基础设施、供应链技术研发等投入，以及进一步加大供应链解决方案及服务广度深度、扩大就业规模等，剔除优先股公允价值变动以及股份支付等因素影响。财报显示，截至2021年6月30日，京东物流运营的仓库总数量约1200个，仓储网络总管理面积约2300万平方米（包含云仓生态平台的云仓管理面积）。其中，过去一年京东物流新增仓库数量450个，相当于2007年至2017年的10年间仓库增长总量。在技术投入方面，2021年上半年，京东物流研发投入14亿元，占总收入的2.8%，同比增长55.2%。目前已在全国28个城市运营了38个亚洲一号大型智能仓库，上半年在南宁、海口等城市新增6个。京东物流相关工作人员表示，在华北运营的北斗新仓已实现百万级SKU操作，将履约时间缩短了2-3小时；京东物流拥有全自研技术的L4级别自动驾驶智能快递车，已在全国超10个城市投入运营。另外，在推动就业方面，截至2021年6月30日，京东物流仓储、分拣、打包、运输及配送的一线员工数量超过26万人。半年间，京东物流为这些一线员工薪酬福利开支达到172亿元，保守计算，人均月支出超过1.1万元。凭借在基础设施以及技术上的长期投入，京东物流持续推进整个履约链条的效率提升。根据京东最新一季的财报显示，在京东物流的助力下，京东集团的库存周转天数继续下降为31天，履约费用率也再创新低，达到5.8%。投资人、看懂研究院高级研究员程宇对记者指出，物流成本不仅影响京东物流的利润情况，也是决定京东利润率的最大因素之一。京东物流表示，伴随规模优势、技术升级和精细化管理能力提升，京东物流的盈利性将不断改善。","news_type":1},"isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835434529,"gmtCreate":1629730848361,"gmtModify":1629730848361,"author":{"id":"3472266374785758","authorId":"3472266374785758","name":"Tree015","avatar":"https://static.tigerbbs.com/7ed520daa5e8bc46a5964c478d8f985f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472266374785758","authorIdStr":"3472266374785758"},"themes":[],"htmlText":"<a 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