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evelio
10-02
恶心的评测机构,曾经被给的可是卖出
异动解读 | 京东物流授予员工股权激励 机构力挺高涨7%
evelio
09-13
$出门问问(02438)$
跌不动了,可以进场了
evelio
05-22
$出门问问(02438)$
成交额才400多万,这个怎么玩
evelio
01-17
$京东物流(02618)$
41的成本,还有救吗?
evelio
2023-12-23
好虚
国家大模型标准测试结果公布:三六零、百度、腾讯、阿里通过
evelio
2023-10-30
打脸网络带货说最低价
李佳琦被质疑涉嫌控价,上海市市监局反垄断办:正在调查核实
evelio
2023-10-30
还是京东良心
抱歉,原内容已删除
evelio
2023-05-08
啥用没有,双方承担,卖房的会提高价格,羊毛出在羊身上
贝壳盘前重挫5%!监管部门加强房地产经纪行业管理
evelio
2022-11-02
挺打脸
麦格理降京东物流(02618.HK)评级至「中性」 目标价下调至12元
evelio
2022-03-25
今天又得大跌
京东物流拟配售1.505亿股配售股份及发行2.614亿股认购股份
evelio
2022-03-08
$京东物流(02618)$
看不懂啊,为啥跌这么多
evelio
2022-01-27
$京东物流(02618)$
一点交易量都没有
evelio
2022-01-12
不太相信这些机构了,之前调高的也是他们
野村:下调京东物流(02618.HK)目标价至33港元
evelio
2021-08-24
$京东物流(02618)$
今天会是继续下跌吗?每天交易量都这么点,主力自己玩去吧
evelio
2021-07-26
$京东物流(02618)$
如果这个股票不适合长期投资,机构肯定大批量抛售,目前虽然压价,但是机构明显没有大量出货,机构肯定长期看好
evelio
2021-07-06
$京東物流(02618)$
交易量和换手率这么低,感觉有大户爆仓
evelio
2021-05-13
$快手-W(01024)$
快手有点出道即巅峰的味道
evelio
2021-05-10
美团无人车真的噱头,别问我怎么知道的
美团刚募集的百亿美元够花多久?
evelio
2021-02-16
$快手-W(01024)$
$快手-W(01024)$
感觉股价有点离谱,用户真的有这么大吗? 感觉身边用快手的不多[开心]
evelio
2021-02-16
$快手-W(01024)$
感觉股价有点离谱,用户真的有这么大吗? 感觉身边用快手的不多
去老虎APP查看更多动态
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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-02 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月2日,京东物流(02618)股价盘中一度大涨7%,报收14.7港元,成交额约3.9亿港元,引起市场广泛关注。分析人士认为,公司授予员工大笔股权激励计划以及机构分析师利好评级是主要利好因素,推动了公司股价持续上涨。</p>\n\n<p>京东物流于10月1日公告,根据首次公开发售后股份奖励计划,公司向员工授予了涉及1724.2万股股份的股权激励,占公司已发行股份0.26%。股权激励计划有助于提高员工积极性和公司凝聚力,被视为利好公司长远发展。这一消息公布后,投资者对公司发展前景的信心显著增强,推动股价持续走高。</p>\n\n<p>另一方面,机构分析师给予京东物流较高评级也是重要利好因素。据统计,19家参与评级的机构中,有84%的机构给予了\"买入\"评级,无一家机构给出\"卖出\"评级。机构力挺增强了市场信心,带动资金持续流入,成为推升股价的重要助力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02618":"京东物流"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133064215","content_text":"10月2日,京东物流(02618)股价盘中一度大涨7%,报收14.7港元,成交额约3.9亿港元,引起市场广泛关注。分析人士认为,公司授予员工大笔股权激励计划以及机构分析师利好评级是主要利好因素,推动了公司股价持续上涨。\n京东物流于10月1日公告,根据首次公开发售后股份奖励计划,公司向员工授予了涉及1724.2万股股份的股权激励,占公司已发行股份0.26%。股权激励计划有助于提高员工积极性和公司凝聚力,被视为利好公司长远发展。这一消息公布后,投资者对公司发展前景的信心显著增强,推动股价持续走高。\n另一方面,机构分析师给予京东物流较高评级也是重要利好因素。据统计,19家参与评级的机构中,有84%的机构给予了\"买入\"评级,无一家机构给出\"卖出\"评级。机构力挺增强了市场信心,带动资金持续流入,成为推升股价的重要助力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348850892496960,"gmtCreate":1726196014589,"gmtModify":1726196015837,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a 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</a>成交额才400多万,这个怎么玩","text":"$出门问问(02438)$ 成交额才400多万,这个怎么玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308560780824760","isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264025877848384,"gmtCreate":1705476594401,"gmtModify":1705476595357,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$ </a>41的成本,还有救吗?","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$ </a>41的成本,还有救吗?","text":"$京东物流(02618)$ 41的成本,还有救吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/264025877848384","isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442491164124045","authorId":"3442491164124045","name":"撕葱","avatar":"https://static.tigerbbs.com/fbaf542a65eeb93be2ed837a67e55f96","crmLevel":6,"crmLevelSwitch":0,"idStr":"3442491164124045","authorIdStr":"3442491164124045"},"content":"我成本价33,只能装死了","text":"我成本价33,只能装死了","html":"我成本价33,只能装死了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255140616478808,"gmtCreate":1703301164677,"gmtModify":1703301166193,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"好虚","listText":"好虚","text":"好虚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/255140616478808","repostId":"1171757893","repostType":2,"repost":{"id":"1171757893","kind":"news","pubTimestamp":1703300665,"share":"https://www.laohu8.com/m/news/1171757893?lang=&edition=full","pubTime":"2023-12-23 11:04","market":"us","language":"zh","title":"国家大模型标准测试结果公布:三六零、百度、腾讯、阿里通过","url":"https://stock-news.laohu8.com/highlight/detail?id=1171757893","media":"新浪科技","summary":"12月23日上午消息,国内首个官方“大模型标准符合性评测”结果公布,首批仅360集团、$百度$、$腾讯$、阿里通过。公开资料显示,360是国内较早布局人工智能大模型的企业,自研千亿规模通用大模型“360智脑”核心能力位居国内第一梯队,并依托360在安全领域的积累和优势,成为全国首个原生安全的大模型。","content":"<html><head></head><body><p>12月23日上午消息,国内首个官方“大模型标准符合性评测”结果公布,首批仅360集团、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里通过。</p><p style=\"text-align: start;\">该测试由工信部中国电子技术标准化研究院(简称“工信部电子标准院”)发起,评测围绕多领域多维度模型评测框架与指标体系,从大模型的通用性、智能性、安全性等维度开展,涵盖语言、语音、视觉等多模态领域,旨在建立大模型标准符合性名录,引领人工智能产业健康有序发展。</p><p style=\"text-align: start;\">早在今年7月,360被工信部电子标准院授予“国家人工智能标准化总体组大模型专题组”组长单位,积极发挥自身实践和经验优势,推动大模型国家标准体系建设,助力中国大模型产业发展。</p><p style=\"text-align: start;\">公开资料显示,360是国内较早布局人工智能大模型的企业,自研千亿规模通用大模型“360智脑”核心能力位居国内第一梯队,并依托360在安全领域的积累和优势,成为全国首个原生安全的大模型。</p></body></html>","source":"lsy1635144614083","collect":0,"html":"<!DOCTYPE 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{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国家大模型标准测试结果公布:三六零、百度、腾讯、阿里通过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-23 11:04 北京时间 <a href=https://finance.sina.com.cn/tech/shenji/2023-12-23/doc-imzyykva5863243.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月23日上午消息,国内首个官方“大模型标准符合性评测”结果公布,首批仅360集团、百度、腾讯、阿里通过。该测试由工信部中国电子技术标准化研究院(简称“工信部电子标准院”)发起,评测围绕多领域多维度模型评测框架与指标体系,从大模型的通用性、智能性、安全性等维度开展,涵盖语言、语音、视觉等多模态领域,旨在建立大模型标准符合性名录,引领人工智能产业健康有序发展。早在今年7月,360被工信部电子标准院...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2023-12-23/doc-imzyykva5863243.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/33e13d7454b02889a7da8f0877316da2","relate_stocks":{"601360":"三六零","BK4587":"ChatGPT概念","BK4535":"淡马锡持仓","BK1609":"ChatGPT概念","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","TCEHY":"腾讯控股ADR","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","00700":"腾讯控股","LU0048580855.USD":"富达大中华区A","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0228659784.USD":"施罗德金砖四国基金","LU1115378108.SGD":"Eastspring Investments - Global Emerging Markets Dynamic AS SGD","IE0008368742.USD":"首域中国增长基金I Acc","BK4531":"中概回港概念","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BIDU":"百度"},"source_url":"https://finance.sina.com.cn/tech/shenji/2023-12-23/doc-imzyykva5863243.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171757893","content_text":"12月23日上午消息,国内首个官方“大模型标准符合性评测”结果公布,首批仅360集团、百度、腾讯、阿里通过。该测试由工信部中国电子技术标准化研究院(简称“工信部电子标准院”)发起,评测围绕多领域多维度模型评测框架与指标体系,从大模型的通用性、智能性、安全性等维度开展,涵盖语言、语音、视觉等多模态领域,旨在建立大模型标准符合性名录,引领人工智能产业健康有序发展。早在今年7月,360被工信部电子标准院授予“国家人工智能标准化总体组大模型专题组”组长单位,积极发挥自身实践和经验优势,推动大模型国家标准体系建设,助力中国大模型产业发展。公开资料显示,360是国内较早布局人工智能大模型的企业,自研千亿规模通用大模型“360智脑”核心能力位居国内第一梯队,并依托360在安全领域的积累和优势,成为全国首个原生安全的大模型。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577949349210808","authorId":"3577949349210808","name":"响亮得名字吧","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3577949349210808","authorIdStr":"3577949349210808"},"content":"没有他们的肾虚","text":"没有他们的肾虚","html":"没有他们的肾虚"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236085398896808,"gmtCreate":1698659964621,"gmtModify":1698659966157,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"打脸网络带货说最低价","listText":"打脸网络带货说最低价","text":"打脸网络带货说最低价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236085398896808","repostId":"1165733304","repostType":2,"repost":{"id":"1165733304","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":1698655530,"share":"https://www.laohu8.com/m/news/1165733304?lang=&edition=full","pubTime":"2023-10-30 16:45","market":"hk","language":"zh","title":"李佳琦被质疑涉嫌控价,上海市市监局反垄断办:正在调查核实","url":"https://stock-news.laohu8.com/highlight/detail?id=1165733304","media":"老虎资讯综合","summary":"10月24日,京东采销人员称京东价低于李佳琦直播价。","content":"<html><head></head><body><p>近日,京东采销人员喊话李佳琦“二选一”,呼吁相关部门介入管理“伪全网最低价”,引发关注。10月30日下午,上海市市场监督管理局反垄断办工作人员回应称,“我们反垄断办已关注到此事,目前正在调查核实过程中。如果发现违法行为,会进行查处。”</p><p>此前,10月24日,京东采销人员称京东价低于李佳琦直播价,违反了海氏品牌与李佳琦的“底价协议”。(澎湃新闻)</p></body></html>","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>李佳琦被质疑涉嫌控价,上海市市监局反垄断办:正在调查核实</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李佳琦被质疑涉嫌控价,上海市市监局反垄断办:正在调查核实\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\">2023-10-30 16:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近日,京东采销人员喊话李佳琦“二选一”,呼吁相关部门介入管理“伪全网最低价”,引发关注。10月30日下午,上海市市场监督管理局反垄断办工作人员回应称,“我们反垄断办已关注到此事,目前正在调查核实过程中。如果发现违法行为,会进行查处。”</p><p>此前,10月24日,京东采销人员称京东价低于李佳琦直播价,违反了海氏品牌与李佳琦的“底价协议”。(澎湃新闻)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/847f6a2f38d12f6a82656d76980cfcd7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165733304","content_text":"近日,京东采销人员喊话李佳琦“二选一”,呼吁相关部门介入管理“伪全网最低价”,引发关注。10月30日下午,上海市市场监督管理局反垄断办工作人员回应称,“我们反垄断办已关注到此事,目前正在调查核实过程中。如果发现违法行为,会进行查处。”此前,10月24日,京东采销人员称京东价低于李佳琦直播价,违反了海氏品牌与李佳琦的“底价协议”。(澎湃新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236084959264856,"gmtCreate":1698659943665,"gmtModify":1698660567831,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"还是京东良心","listText":"还是京东良心","text":"还是京东良心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236084959264856","repostId":"1165733304","repostType":2,"isVote":1,"tweetType":1,"viewCount":1017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656800667,"gmtCreate":1683549736359,"gmtModify":1683549738611,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"啥用没有,双方承担,卖房的会提高价格,羊毛出在羊身上","listText":"啥用没有,双方承担,卖房的会提高价格,羊毛出在羊身上","text":"啥用没有,双方承担,卖房的会提高价格,羊毛出在羊身上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656800667","repostId":"1131338322","repostType":4,"repost":{"id":"1131338322","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":1683536579,"share":"https://www.laohu8.com/m/news/1131338322?lang=&edition=full","pubTime":"2023-05-08 17:02","market":"us","language":"zh","title":"贝壳盘前重挫5%!监管部门加强房地产经纪行业管理","url":"https://stock-news.laohu8.com/highlight/detail?id=1131338322","media":"老虎资讯综合","summary":"5月8日,贝壳美股盘前跌超5%,此前两部门联合印发《关于规范房地产经纪服务的意见》,要求严禁操纵经纪服务收费等。5月8日,加强经纪从业主体管理,合理确定经纪服务收费,严格实行明码标价,加强个人信息保护","content":"<html><head></head><body><p>5月8日,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>美股盘前跌超5%,此前两部门联合印发《关于规范房地产经纪服务的意见》,要求严禁操纵经纪服务收费等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e261c619d10f8468f37eeb8832d5f7bb\" title=\"\" tg-width=\"870\" tg-height=\"830\"/></p><p style=\"text-align: justify;\">5月8日,加强经纪从业主体管理,合理确定经纪服务收费,严格实行明码标价,加强个人信息保护……住房和城乡建设部、国家市场监督管理总局8日对外发布意见,从十方面明确监管措施,加强房地产经纪行业管理,保护交易当事人合法权益。</p><p style=\"text-align: justify;\">两部门近日联合印发的《关于规范房地产经纪服务的意见》明确,加强从业主体管理。严格落实经纪机构备案制度。全面推行经纪从业人员实名登记。经纪服务内容由基本服务和延伸服务组成。基本服务是促成房屋交易提供的一揽子必要服务,延伸服务是可单独提供的额外服务。</p><p style=\"text-align: justify;\">随着房地产市场发展,我国房地产经纪机构和从业人员规模持续扩大,服务内容不断拓展。但部分房地产经纪机构存在利用房源客源优势收取过高费用、未明码标价、捆绑收费、滥用客户个人信息等问题,加重交易当事人负担、侵害其合法权益。</p><p style=\"text-align: justify;\">意见坚持问题导向,突出保护交易当事人合法权益。在合理确定经纪服务收费方面,意见指出,经纪服务收费由交易各方根据服务内容、服务质量,结合市场供求关系等因素协商确定。经纪机构要合理降低住房买卖和租赁经纪服务费用。引导由交易双方共同承担经纪服务费用。</p><p style=\"text-align: justify;\">在严格实行明码标价方面,意见明确,经纪机构不得混合标价和捆绑收费。收费前应当向交易当事人出具收费清单,列明收费标准、收费金额,由当事人签字确认。</p><p style=\"text-align: justify;\">意见明确,严禁操纵经纪服务收费。经纪机构不得滥用市场支配地位以不公平高价收取经纪服务费用。房地产互联网平台不得干预经纪机构自主决定收费标准。</p><p style=\"text-align: justify;\">意见提出,规范签订交易合同,经纪机构促成房屋交易,应当办理房屋买卖、租赁合同网签备案。加强个人信息保护,经纪机构及从业人员不得非法收集、使用、加工、传输他人个人信息,不得非法买卖、提供或者公开他人个人信息。</p><p style=\"text-align: justify;\">同时,意见强调,要提升管理服务水平,建立健全房屋交易管理服务平台。将规范房地产经纪服务纳入房地产市场秩序整治的重要内容,曝光典型案例。对经纪机构及从业人员存在收费不规范、侵犯客户个人信息合法权益等情形的,行业组织给予自律处分。</p></body></html>","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>贝壳盘前重挫5%!监管部门加强房地产经纪行业管理</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贝壳盘前重挫5%!监管部门加强房地产经纪行业管理\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\">2023-05-08 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月8日,<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>美股盘前跌超5%,此前两部门联合印发《关于规范房地产经纪服务的意见》,要求严禁操纵经纪服务收费等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e261c619d10f8468f37eeb8832d5f7bb\" title=\"\" tg-width=\"870\" tg-height=\"830\"/></p><p style=\"text-align: justify;\">5月8日,加强经纪从业主体管理,合理确定经纪服务收费,严格实行明码标价,加强个人信息保护……住房和城乡建设部、国家市场监督管理总局8日对外发布意见,从十方面明确监管措施,加强房地产经纪行业管理,保护交易当事人合法权益。</p><p style=\"text-align: justify;\">两部门近日联合印发的《关于规范房地产经纪服务的意见》明确,加强从业主体管理。严格落实经纪机构备案制度。全面推行经纪从业人员实名登记。经纪服务内容由基本服务和延伸服务组成。基本服务是促成房屋交易提供的一揽子必要服务,延伸服务是可单独提供的额外服务。</p><p style=\"text-align: justify;\">随着房地产市场发展,我国房地产经纪机构和从业人员规模持续扩大,服务内容不断拓展。但部分房地产经纪机构存在利用房源客源优势收取过高费用、未明码标价、捆绑收费、滥用客户个人信息等问题,加重交易当事人负担、侵害其合法权益。</p><p style=\"text-align: justify;\">意见坚持问题导向,突出保护交易当事人合法权益。在合理确定经纪服务收费方面,意见指出,经纪服务收费由交易各方根据服务内容、服务质量,结合市场供求关系等因素协商确定。经纪机构要合理降低住房买卖和租赁经纪服务费用。引导由交易双方共同承担经纪服务费用。</p><p style=\"text-align: justify;\">在严格实行明码标价方面,意见明确,经纪机构不得混合标价和捆绑收费。收费前应当向交易当事人出具收费清单,列明收费标准、收费金额,由当事人签字确认。</p><p style=\"text-align: justify;\">意见明确,严禁操纵经纪服务收费。经纪机构不得滥用市场支配地位以不公平高价收取经纪服务费用。房地产互联网平台不得干预经纪机构自主决定收费标准。</p><p style=\"text-align: justify;\">意见提出,规范签订交易合同,经纪机构促成房屋交易,应当办理房屋买卖、租赁合同网签备案。加强个人信息保护,经纪机构及从业人员不得非法收集、使用、加工、传输他人个人信息,不得非法买卖、提供或者公开他人个人信息。</p><p style=\"text-align: justify;\">同时,意见强调,要提升管理服务水平,建立健全房屋交易管理服务平台。将规范房地产经纪服务纳入房地产市场秩序整治的重要内容,曝光典型案例。对经纪机构及从业人员存在收费不规范、侵犯客户个人信息合法权益等情形的,行业组织给予自律处分。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b535c9a2fb31d3a8e79d1d3d90fd21a","relate_stocks":{"BEKE":"贝壳","BK4548":"巴美列捷福持仓","BK4509":"腾讯概念","LU0173614495.USD":"富达中国焦点A","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4505":"高瓴资本持仓","BK4585":"ETF&股票定投概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0359201612.USD":"贝莱德中国基金A2","BK4079":"房地产服务","BK4504":"桥水持仓","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4588":"碎股","BK4526":"热门中概股","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131338322","content_text":"5月8日,贝壳美股盘前跌超5%,此前两部门联合印发《关于规范房地产经纪服务的意见》,要求严禁操纵经纪服务收费等。5月8日,加强经纪从业主体管理,合理确定经纪服务收费,严格实行明码标价,加强个人信息保护……住房和城乡建设部、国家市场监督管理总局8日对外发布意见,从十方面明确监管措施,加强房地产经纪行业管理,保护交易当事人合法权益。两部门近日联合印发的《关于规范房地产经纪服务的意见》明确,加强从业主体管理。严格落实经纪机构备案制度。全面推行经纪从业人员实名登记。经纪服务内容由基本服务和延伸服务组成。基本服务是促成房屋交易提供的一揽子必要服务,延伸服务是可单独提供的额外服务。随着房地产市场发展,我国房地产经纪机构和从业人员规模持续扩大,服务内容不断拓展。但部分房地产经纪机构存在利用房源客源优势收取过高费用、未明码标价、捆绑收费、滥用客户个人信息等问题,加重交易当事人负担、侵害其合法权益。意见坚持问题导向,突出保护交易当事人合法权益。在合理确定经纪服务收费方面,意见指出,经纪服务收费由交易各方根据服务内容、服务质量,结合市场供求关系等因素协商确定。经纪机构要合理降低住房买卖和租赁经纪服务费用。引导由交易双方共同承担经纪服务费用。在严格实行明码标价方面,意见明确,经纪机构不得混合标价和捆绑收费。收费前应当向交易当事人出具收费清单,列明收费标准、收费金额,由当事人签字确认。意见明确,严禁操纵经纪服务收费。经纪机构不得滥用市场支配地位以不公平高价收取经纪服务费用。房地产互联网平台不得干预经纪机构自主决定收费标准。意见提出,规范签订交易合同,经纪机构促成房屋交易,应当办理房屋买卖、租赁合同网签备案。加强个人信息保护,经纪机构及从业人员不得非法收集、使用、加工、传输他人个人信息,不得非法买卖、提供或者公开他人个人信息。同时,意见强调,要提升管理服务水平,建立健全房屋交易管理服务平台。将规范房地产经纪服务纳入房地产市场秩序整治的重要内容,曝光典型案例。对经纪机构及从业人员存在收费不规范、侵犯客户个人信息合法权益等情形的,行业组织给予自律处分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665533815,"gmtCreate":1667367604438,"gmtModify":1667367607036,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"挺打脸","listText":"挺打脸","text":"挺打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665533815","repostId":"2280204443","repostType":2,"repost":{"id":"2280204443","kind":"news","pubTimestamp":1667359179,"share":"https://www.laohu8.com/m/news/2280204443?lang=&edition=full","pubTime":"2022-11-02 11:19","market":"us","language":"zh","title":"麦格理降京东物流(02618.HK)评级至「中性」 目标价下调至12元","url":"https://stock-news.laohu8.com/highlight/detail?id=2280204443","media":"AAFN","summary":"麦格理发表评级报告指,对京东物流 的增长前景持更审慎态度,即使最近收购德邦快递,为第三季贡献约1.1亿元人民币,令其利润有所增长,但该行相信,德邦快递的增长也面临瓶颈,对集团的协同作用有限。该行表示,将对公司明年及2024年的收入预测分别下调11%及17%,以反映宏观环境疲软,由於来自京东零售的内部业务是更有利可图,而其展望前景下调或令公司明年及2024年盈利预测下调2%及22%。该行预料东京物流於2024年或之後,能保持稳定利润率,并将其目标价由20.9元下调至12元,将其投资评级由「跑赢大市」降至「中性」。(ca/a)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>麦格理发表评级报告指,对<a href=\"https://laohu8.com/S/02618\">京东物流</a> 的增长前景持更审慎态度,即使最近收购德邦快递,为第三季贡献约1.1亿元人民币,令其利润有所增长,但该行相信,德邦快递的增长也面临瓶颈,对集团的协同作用有限。该行表示,将对公司明年及2024年的收入预测分别下调11%及17%,以反映宏观环境疲软,由於来自京东零售的内部业务是更有利可图,而其展望前景下调或令公司明年及2024年盈利预测下调2%及22%。该行预料东京物流於2024年或之後,能保持稳定利润率,并将其目标价由20.9元下调至12元,将其投资评级由「跑赢大市」降至「中性」。(ca/a)~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>麦格理降京东物流(02618.HK)评级至「中性」 目标价下调至12元</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麦格理降京东物流(02618.HK)评级至「中性」 目标价下调至12元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 11:19 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1223717&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>麦格理发表评级报告指,对京东物流 的增长前景持更审慎态度,即使最近收购德邦快递,为第三季贡献约1.1亿元人民币,令其利润有所增长,但该行相信,德邦快递的增长也面临瓶颈,对集团的协同作用有限。该行表示,将对公司明年及2024年的收入预测分别下调11%及17%,以反映宏观环境疲软,由於来自京东零售的内部业务是更有利可图,而其展望前景下调或令公司明年及2024年盈利预测下调2%及22%。该行预料东京...</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1223717&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":"","relate_stocks":{"02618":"京东物流","JD":"京东"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1223717&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":"2280204443","content_text":"麦格理发表评级报告指,对京东物流 的增长前景持更审慎态度,即使最近收购德邦快递,为第三季贡献约1.1亿元人民币,令其利润有所增长,但该行相信,德邦快递的增长也面临瓶颈,对集团的协同作用有限。该行表示,将对公司明年及2024年的收入预测分别下调11%及17%,以反映宏观环境疲软,由於来自京东零售的内部业务是更有利可图,而其展望前景下调或令公司明年及2024年盈利预测下调2%及22%。该行预料东京物流於2024年或之後,能保持稳定利润率,并将其目标价由20.9元下调至12元,将其投资评级由「跑赢大市」降至「中性」。(ca/a)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":1591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637529415,"gmtCreate":1648167582993,"gmtModify":1648167582993,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"今天又得大跌","listText":"今天又得大跌","text":"今天又得大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637529415","repostId":"1159748329","repostType":2,"repost":{"id":"1159748329","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":1648165840,"share":"https://www.laohu8.com/m/news/1159748329?lang=&edition=full","pubTime":"2022-03-25 07:50","market":"other","language":"zh","title":"京东物流拟配售1.505亿股配售股份及发行2.614亿股认购股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1159748329","media":"老虎资讯综合","summary":"3月25日,京东物流发布公告,2022年3月25日,公司及配售代理(包括高盛、Merrill Lynch (Asia Pacific) Limited、海通国际及瑞银集团)订立配售协议,据此,配售代理","content":"<html><head></head><body><p>3月25日,<a href=\"https://laohu8.com/S/02618\">京东物流</a>发布公告,2022年3月25日,公司及配售代理(包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、Merrill Lynch (Asia Pacific) Limited、<a href=\"https://laohu8.com/S/00665\">海通国际</a>及<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团)订立配售协议,据此,配售代理各自单独(而非共同或共同及连带)同意担任配售代理并作为公司的代理尽其最大努力促使认购人按每股配售股份20.71港元的配售价认购1.505亿股配售股份。</p><p>配售股份约占公司截至该公告日期现有已发行股本的2.43%及约通过配售事项经扩大已发行股本的2.38%。经扣除公司适当产生的所有费用、成本及开支后,发行配售股份的估计募集资金净额约为31.02亿港元(或约人民币25.23亿元)。估计净配售价经扣除有关费用、成本及开支后约为每股配售股份20.61港元。</p><p>同日,公司及Jingdong Technology Group Corporation订立认购协议,据此,Jingdong Technology Group Corporation有条件同意认购,而公司有条件同意按每股认购股份20.71港元(相当于约2.65美元)的认购价配发及发行2.614亿股认购股份。认购股份约占公司截至该公告日期现有已发行股本的4.23%。于该公告日期,Jingdong Technology Group Corporation为公司的控股股东。</p><p>认购事项的预计募集资金净额将约为6.92亿美元(或约人民币44.02亿元)。因此,估计净认购价约为每股认购股份20.70港元。公司拟利用通过配售事项和认购事项获得的估计募集资金净额来提高集团的物流网络和解决方案,包括自身及╱或通过收购,并增加一般公司用途的现金储备。</p></body></html>","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>京东物流拟配售1.505亿股配售股份及发行2.614亿股认购股份</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; 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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京东物流拟配售1.505亿股配售股份及发行2.614亿股认购股份\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\">2022-03-25 07:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月25日,<a href=\"https://laohu8.com/S/02618\">京东物流</a>发布公告,2022年3月25日,公司及配售代理(包括<a href=\"https://laohu8.com/S/GS\">高盛</a>、Merrill Lynch (Asia Pacific) Limited、<a href=\"https://laohu8.com/S/00665\">海通国际</a>及<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团)订立配售协议,据此,配售代理各自单独(而非共同或共同及连带)同意担任配售代理并作为公司的代理尽其最大努力促使认购人按每股配售股份20.71港元的配售价认购1.505亿股配售股份。</p><p>配售股份约占公司截至该公告日期现有已发行股本的2.43%及约通过配售事项经扩大已发行股本的2.38%。经扣除公司适当产生的所有费用、成本及开支后,发行配售股份的估计募集资金净额约为31.02亿港元(或约人民币25.23亿元)。估计净配售价经扣除有关费用、成本及开支后约为每股配售股份20.61港元。</p><p>同日,公司及Jingdong Technology Group Corporation订立认购协议,据此,Jingdong Technology Group Corporation有条件同意认购,而公司有条件同意按每股认购股份20.71港元(相当于约2.65美元)的认购价配发及发行2.614亿股认购股份。认购股份约占公司截至该公告日期现有已发行股本的4.23%。于该公告日期,Jingdong Technology Group Corporation为公司的控股股东。</p><p>认购事项的预计募集资金净额将约为6.92亿美元(或约人民币44.02亿元)。因此,估计净认购价约为每股认购股份20.70港元。公司拟利用通过配售事项和认购事项获得的估计募集资金净额来提高集团的物流网络和解决方案,包括自身及╱或通过收购,并增加一般公司用途的现金储备。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"BK4558":"双十一","BK4509":"腾讯概念","BK1604":"节假日概念","BK4524":"宅经济概念","BK4526":"热门中概股","BK1587":"次新股","BK4503":"景林资产持仓","BK1151":"航空货运与物流","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK1541":"物流","02618":"京东物流","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数","BK1502":"双十一","BK4531":"中概回港概念","09618":"京东集团-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159748329","content_text":"3月25日,京东物流发布公告,2022年3月25日,公司及配售代理(包括高盛、Merrill Lynch (Asia Pacific) Limited、海通国际及瑞银集团)订立配售协议,据此,配售代理各自单独(而非共同或共同及连带)同意担任配售代理并作为公司的代理尽其最大努力促使认购人按每股配售股份20.71港元的配售价认购1.505亿股配售股份。配售股份约占公司截至该公告日期现有已发行股本的2.43%及约通过配售事项经扩大已发行股本的2.38%。经扣除公司适当产生的所有费用、成本及开支后,发行配售股份的估计募集资金净额约为31.02亿港元(或约人民币25.23亿元)。估计净配售价经扣除有关费用、成本及开支后约为每股配售股份20.61港元。同日,公司及Jingdong Technology Group Corporation订立认购协议,据此,Jingdong Technology Group Corporation有条件同意认购,而公司有条件同意按每股认购股份20.71港元(相当于约2.65美元)的认购价配发及发行2.614亿股认购股份。认购股份约占公司截至该公告日期现有已发行股本的4.23%。于该公告日期,Jingdong Technology Group Corporation为公司的控股股东。认购事项的预计募集资金净额将约为6.92亿美元(或约人民币44.02亿元)。因此,估计净认购价约为每股认购股份20.70港元。公司拟利用通过配售事项和认购事项获得的估计募集资金净额来提高集团的物流网络和解决方案,包括自身及╱或通过收购,并增加一般公司用途的现金储备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632775435,"gmtCreate":1646726447433,"gmtModify":1646726447433,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>看不懂啊,为啥跌这么多","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>看不懂啊,为啥跌这么多","text":"$京东物流(02618)$看不懂啊,为啥跌这么多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/632775435","isVote":1,"tweetType":1,"viewCount":2433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639883035,"gmtCreate":1643247415498,"gmtModify":1643247415498,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>一点交易量都没有","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>一点交易量都没有","text":"$京东物流(02618)$一点交易量都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639883035","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694618734,"gmtCreate":1641952970373,"gmtModify":1641952970373,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"不太相信这些机构了,之前调高的也是他们","listText":"不太相信这些机构了,之前调高的也是他们","text":"不太相信这些机构了,之前调高的也是他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694618734","repostId":"2202733256","repostType":2,"repost":{"id":"2202733256","kind":"news","pubTimestamp":1641952320,"share":"https://www.laohu8.com/m/news/2202733256?lang=&edition=full","pubTime":"2022-01-12 09:52","market":"us","language":"zh","title":"野村:下调京东物流(02618.HK)目标价至33港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2202733256","media":"美港电讯","summary":"野村:下调京东物流(02618.HK)目标价至33港元,评级买入。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.02618&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 野村:下调<span><a href=\"https://laohu8.com/S/02618\">京东物流</a></span>(02618.HK)目标价至33港元,评级买入。</p><p>(文章来源:美港电讯)</p>\n</div></body></html>","source":"stock_eastmoney","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>野村:下调京东物流(02618.HK)目标价至33港元</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野村:下调京东物流(02618.HK)目标价至33港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-12 09:52 北京时间 <a href=http://hk.eastmoney.com/a/202201122244684982.html><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>野村:下调京东物流(02618.HK)目标价至33港元,评级买入。(文章来源:美港电讯)</p>\n\n<a href=\"http://hk.eastmoney.com/a/202201122244684982.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"02618":"京东物流"},"source_url":"http://hk.eastmoney.com/a/202201122244684982.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202733256","content_text":"野村:下调京东物流(02618.HK)目标价至33港元,评级买入。(文章来源:美港电讯)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835775086,"gmtCreate":1629759937545,"gmtModify":1629759937545,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>今天会是继续下跌吗?每天交易量都这么点,主力自己玩去吧","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>今天会是继续下跌吗?每天交易量都这么点,主力自己玩去吧","text":"$京东物流(02618)$今天会是继续下跌吗?每天交易量都这么点,主力自己玩去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835775086","isVote":1,"tweetType":1,"viewCount":1769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800131515,"gmtCreate":1627285425237,"gmtModify":1627285425237,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>如果这个股票不适合长期投资,机构肯定大批量抛售,目前虽然压价,但是机构明显没有大量出货,机构肯定长期看好","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>如果这个股票不适合长期投资,机构肯定大批量抛售,目前虽然压价,但是机构明显没有大量出货,机构肯定长期看好","text":"$京东物流(02618)$如果这个股票不适合长期投资,机构肯定大批量抛售,目前虽然压价,但是机构明显没有大量出货,机构肯定长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800131515","isVote":1,"tweetType":1,"viewCount":1318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154740370,"gmtCreate":1625548197590,"gmtModify":1625548197590,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京東物流(02618)$</a>交易量和换手率这么低,感觉有大户爆仓","listText":"<a href=\"https://laohu8.com/S/02618\">$京東物流(02618)$</a>交易量和换手率这么低,感觉有大户爆仓","text":"$京東物流(02618)$交易量和换手率这么低,感觉有大户爆仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/154740370","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191847383,"gmtCreate":1620871719542,"gmtModify":1620871719542,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手有点出道即巅峰的味道","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手有点出道即巅峰的味道","text":"$快手-W(01024)$快手有点出道即巅峰的味道","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191847383","isVote":1,"tweetType":1,"viewCount":1575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190528898,"gmtCreate":1620636189014,"gmtModify":1620636189014,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"美团无人车真的噱头,别问我怎么知道的","listText":"美团无人车真的噱头,别问我怎么知道的","text":"美团无人车真的噱头,别问我怎么知道的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190528898","repostId":"2133365505","repostType":2,"repost":{"id":"2133365505","kind":"news","pubTimestamp":1620371401,"share":"https://www.laohu8.com/m/news/2133365505?lang=&edition=full","pubTime":"2021-05-07 15:10","market":"us","language":"zh","title":"美团刚募集的百亿美元够花多久?","url":"https://stock-news.laohu8.com/highlight/detail?id=2133365505","media":"亿邦动力网","summary":"而就在这两大事件之前,美团通过发行新股票和可转换的债券得到了接近100亿美元的资金。根据美团在公开场合的表态,可见对于社区电商的重视。根据美团2020年第四季度财报,美团的新业务收入达到92亿元,但该季度美团整体营业成本高达284.86亿元。","content":"<html><body><p>原标题:美团刚募集的百亿美元够花多久? 来源:亿邦动力网</p><p>募资百亿美元、涉嫌垄断、骑手超时扣发,美团这几天一连串的事件真的不少。</p><p>首先,继阿里涉嫌滥用市场支配权,被国家市场监管总局处以182亿元罚款后,4月26日的下午,“美团”因涉嫌实施二选一垄断行为被立案调查了!</p><div><img src=\"http://k.sinaimg.cn/n/spider202157/799/w480h319/20210507/6abc-kpuunnc1289461.png/w720fin.jpg\"/></div><p>对此,美团立刻作出反应,端正态度表示“将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。”</p><p>之后出现骑手超时扣发事件,北京市人社局劳动关系处副处长王林体验外卖员的一天,深感钱不好挣,而其体验的正是美团的骑手业务。</p><p>而就在这两大事件之前,美团通过发行新股票和可转换的债券得到了接近100亿美元的资金。主要用途在科技创新领域和新业务领域。</p><p>根据公告显示,美团将此次资金用于科技创新,将在智慧配送等方面上进行投入,比如投入到无人车、无人机配送等前沿技术领域,以及一般企业用途。</p><p>三件大事前后接连发生,这就不得不让外界产生一个疑惑,假设立案调查并处罚、改善外卖小哥劳动保障之后,美团还能有多少资金开发科技与新业务?</p><p><font>01</font></p><p><font>护住基本盘仍需大量资本</font></p><p>首先来看美团的基本盘:外卖、餐饮。</p><p>根据Trustdata此前公布的数据显示,2019年Q1至2020年Q2期间,美团外卖始终占据超6成市场份额,。而饿了么的市场份额占比一直维持在3成以下,且仍在不断被蚕食。</p><p>看起来基本盘稳固,实则没有想象中美好。</p><p>首先是毛利较低。</p><p>美团为了实现外卖餐饮的收支平衡确实下了大功夫,前期经历了多年的亏损,直到2019年才进入盈亏平衡状态。</p><p>根据财报,2019年美团外卖餐饮业务的毛利为18.7%,而2020年毛利率已经下降到10以下。</p><p>当然如果能一直保持较低的盈利,仍算是一件好事。</p><p>事实却没有这么乐观。外卖行业的消费者是一群对于价格十分敏感的群体。美团取得市场领先地位已经有较为稳定的一段时期,但这种领先时刻都在被挑战。</p><p>因为领先,放低补贴力度、追求更高的毛利成为必然。但消费者仍旧对价格和品质敏感。</p><p>一位北京的消费者抱怨称近期美团外卖的价位一直在上升,但收到的外卖口感却越来越差。</p><p>消费者对于外卖品牌的忠诚更多来自于谁家的就餐方式更为经济实惠。</p><p>据业内一位了解外卖行业的专家透露,就近段时间,饿了么大量投入资金发放优惠券等形式,已经有明显追回市场份额的势头。据其表示市场份额此消彼长之下,此前的差距正在拉近进。</p><p>再者,根据美团财报,支撑其营收和利润主要来自于广告营销收入和佣金收入。</p><p>此前美团、饿了么抢地盘逼迫商家“二选一”的相关报道也不少见,商家、平台等打嘴仗从媒体打到法院,但一直没有一个定论。因此所谓“二选一”也并没有杜绝。但随着监管方面的力度加大加严,商家不再需要“二选一”,有了更广阔的选择余地,对于主动选择投放的广告自然也拥有更大的主动权,势必会对美团、饿了么等平台的营收造成影响。</p><p>最后,物流用工成本方面也将持续增长。</p><p>这又要提到美团涉及的另一事件——骑手超时扣发。</p><p>4月27日,“副处长送外卖12小时赚41元”上了热搜。据罗戈网.物流沙龙了解,北京市人社局劳动关系处副处长王林拜师“外卖小哥”,体验送外卖的一天。接单、取餐、骑电动车赶路…一小时挣不到三块钱,12小时送5单却只赚41块。</p><p>而其体验的正是美团众包骑手。美团对此的回应是已新开22场恳谈会采纳19条骑手建议,正在改善骑手的配送体验,启动了“同舟计划”,在工作有保障、体验有提升、职业有发展、生活有关怀几个方向帮助骑士。五一还新增了“申诉审核绿色通道”、“宝贝陪伴日”两项帮扶政策。</p><p>然而对于高度依靠外卖骑手盈利的美团也好,饿了么也罢,对于切实的雇佣关系、商业保险、扣费等问题仍没有一个落地本质的改善措施。</p><p>可以预见,当政府相关部门关注到这一问题并进入干涉阶段,后续外卖骑手等劳动者的用工权益将进一步得到保障,无论是外卖企业、到家服务企业或者快递企业在这方面的投入必然需要加大。</p><p><font>02</font></p><p><font>社区电商等新业务烧钱不断</font></p><p>当美团的外卖餐饮之战仍未打到尾声,其亟需打破这个焦灼的状态。而社区电商,尤其是社区团购——美团优选被其视为“第二增长曲线”,美团对于美团优选在底线城市开拓用户,实现下沉抱有极大的期许。</p><p>据企查查数据显示,从收入结构来看,美团餐饮外卖、到店及酒旅、新业务的占比基本为6:2:2。由此可见美团确实正在探索新业务的增长曲线。</p><div><img src=\"http://k.sinaimg.cn/n/spider202157/245/w480h565/20210507/7101-kpuunnc1289459.jpg/w720fin.jpg\"/></div><p>同时,美团在对外投资和新产品上线的动作上也对重心变化作出阐释。</p><div><img src=\"http://k.sinaimg.cn/n/spider202157/245/w480h565/20210507/e9ec-kpuunnc1289504.jpg/w720fin.jpg\"/></div><p>目前美团有三大模式经营社区电商——美团优选、美团买菜、美团闪购。</p><p>美团优选:美团优选作为美团的主要社区团购业务,主要是进入下沉市场进行获客,为美团带来流量。</p><p>美团买菜:美团买菜则采取的是前置仓模式,主要对供应链管理和网点覆盖的方面进行了大量投资,以期争取在供应链上的优势。</p><p>美团闪购:而美团闪购主要做的是药品和鲜花等产品的及时送达服务,培养用户的购买习惯。</p><p>根据美团在公开场合的表态,可见对于社区电商的重视。前不久美团在港交所公告表示,社区电商即是其中一项巨大的机会,我们在2021年将会配置充裕的资源促进其发展,同时不断提升业务运营效率。在未来几个季度可能继续录得运营亏损,因为正在大力发展社区电商业务。</p><p>由此可见美团的社区电商在过去以及未来的很长一段时间内都将持续亏损烧钱。</p><p><font>而烧钱速度有多快?</font></p><p>根据美团2020年第四季度财报,美团的新业务收入达到92亿元,但该季度美团整体营业成本高达284.86亿元。诚然,这些成本投入并非全部来自社区电商,但不得不说社区团购业务的前期补贴、基础设施建设、运营、新城开拓、履约等费用投入很大。</p><p>当然,当美团的规模优势达到一定程度,其盈利可以预期。尤其是目前,美团的规模已经达到一定程度,处于市场第一的地位。</p><p>根据美团官方数据显示,美团优选在全国迅速扩张,2020年四季度已进入27个省份和2000个县市,12月日均单量达到2000万,覆盖90%城市,峰值日单量3000万,较前一个月增长超过100%。</p><p>但这种盈利转化仍需要时间和资本。这可能也是在这个节点进行募资的缘由之一。</p><p>此外,以最新的融资公告来看,美团今年除了看重社区电商、在线杂货配送等新业务,在智慧配送等科技领域也颇具雄心,无人车、无人机配送等前沿技术领域的投资计划已经提上融资用途规划。</p><p>而物流配送科技上的投入很大可能也与上述社区电商的竞争有关联,希望借助智慧科技物流投入,在新业务比拼上更具优势。</p><p><font>03</font></p><p><font>罚款最多可超百亿</font></p><p>然而,在就在旧业务和新业务嗷嗷待哺的时刻,遭遇反垄断调查,对资金压力可见一斑。</p><p>如果最终监管判定垄断行为存在,美团可能遭遇多少的罚款呢?</p><p>根据反垄断法第四十七条,经营者违反本法规定,滥用市场支配地位的,由反垄断执法机构责令停止违法行为,没收违法所得,并处上一年度销售额百分之一以上百分之十以下的罚款。</p><p>以此前阿里为参考,其垄断行为被市场监管总局处罚,依据其2019年在国内的销售总额4557亿元处以4%的罚款,罚金182.28亿元。</p><p>具体到美团,<a href=\"https://laohu8.com/S/03329\">交银国际</a>发表报告指,预料美团的行政处罚款区间介乎于40亿-120亿元,认为处罚对美团业务运营影响不大,约占2018/19年度外卖业务交易总额的1%-3%,占净现金比例3%-9%,对2021年亏损率影响2%-7%。</p><p>报告指出,调查的方向可能包括美团外卖市场份额;对服务价格及商家流量是否有控制能力;资金及技术能力;商户对平台依赖程度及是否依赖平台数据导致高昂的迁移成本;新进入者的门槛;是否有“二选一”等行为证据。</p><p>不过最终判定以及具体罚款划定,还是要看有关部门最终的认定。</p><p><font>04</font></p><p><font>对外投资或更谨慎</font></p><p>但目前来看,美团的现金流状况还是不错的。</p><p>一方面根据其财报显示,截至2020年12月底,美团现金及现金等价物和短期投资结余分别为171亿元人民币和440亿元人民币。</p><p>另一方面,就在几天前,美团通过发行新股票和可转换的债券得到了大约100亿美元的资金,其中<a href=\"https://laohu8.com/S/00700\">腾讯</a>认购了4亿美元。</p><p>但即使现金流不错,美团的资金压力在垄断处罚和物流用工成本支出加大预期之下,仍颇有压力。</p><p>首先来自于上述所说的自身业务巩固和新业务开发。</p><p>其次主要来自于竞争对手的比拼。</p><p>据罗戈网.物流沙龙获悉,截至2020年底,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>持有现金及现金等价物及短期投资约为700亿美元,<a href=\"https://laohu8.com/S/JD\">京东</a>约为232亿美元,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>约为133亿美元。全部高于没有百亿美元融资前的美团。</p><p>这或许也解释了为何现金流良好的美团要募资百亿美元,毕竟正处于与拼多多等平台在社区团购等新业务上的pk关键期。</p><p>而受到这两重突发事件,美团融资的利好受到影响。虽然新业务由于融资到位不至于影响过大,但今年的对外投资或更为慎重。</p><p>根据企查查数据显示,2019年美团对外投资数量发生断崖式下跌,面对阿里的穷追猛打,美团蛰伏等待,将资金聚焦于主线业务的发展。</p><div><img src=\"http://k.sinaimg.cn/n/spider202157/245/w480h565/20210507/bd1b-kpuunnc1289502.jpg/w720fin.jpg\"/></div><p>而2021年,在涉嫌垄断立案处罚和物流用工投入增长的预期下,这种对外投资谨慎态度或将延续。</p><div><img src=\"http://k.sinaimg.cn/n/spider202157/212/w480h532/20210507/d90c-kpuunnc1289554.jpg/w720fin.jpg\"/></div><p>注:文/周艳青,文章来源:物流沙龙,本文为作者独立观点,不代表亿邦动力网立场。</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\" 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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美团刚募集的百亿美元够花多久?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 15:10 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-05-07/doc-ikmyaawc3905409.shtml><strong>亿邦动力网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:美团刚募集的百亿美元够花多久? 来源:亿邦动力网募资百亿美元、涉嫌垄断、骑手超时扣发,美团这几天一连串的事件真的不少。首先,继阿里涉嫌滥用市场支配权,被国家市场监管总局处以182亿元罚款后,4月26日的下午,“美团”因涉嫌实施二选一垄断行为被立案调查了!对此,美团立刻作出反应,端正态度表示“将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户及各方主体合法权益,促进行业长期健康发展...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-05-07/doc-ikmyaawc3905409.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/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-05-07/doc-ikmyaawc3905409.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133365505","content_text":"原标题:美团刚募集的百亿美元够花多久? 来源:亿邦动力网募资百亿美元、涉嫌垄断、骑手超时扣发,美团这几天一连串的事件真的不少。首先,继阿里涉嫌滥用市场支配权,被国家市场监管总局处以182亿元罚款后,4月26日的下午,“美团”因涉嫌实施二选一垄断行为被立案调查了!对此,美团立刻作出反应,端正态度表示“将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。”之后出现骑手超时扣发事件,北京市人社局劳动关系处副处长王林体验外卖员的一天,深感钱不好挣,而其体验的正是美团的骑手业务。而就在这两大事件之前,美团通过发行新股票和可转换的债券得到了接近100亿美元的资金。主要用途在科技创新领域和新业务领域。根据公告显示,美团将此次资金用于科技创新,将在智慧配送等方面上进行投入,比如投入到无人车、无人机配送等前沿技术领域,以及一般企业用途。三件大事前后接连发生,这就不得不让外界产生一个疑惑,假设立案调查并处罚、改善外卖小哥劳动保障之后,美团还能有多少资金开发科技与新业务?01护住基本盘仍需大量资本首先来看美团的基本盘:外卖、餐饮。根据Trustdata此前公布的数据显示,2019年Q1至2020年Q2期间,美团外卖始终占据超6成市场份额,。而饿了么的市场份额占比一直维持在3成以下,且仍在不断被蚕食。看起来基本盘稳固,实则没有想象中美好。首先是毛利较低。美团为了实现外卖餐饮的收支平衡确实下了大功夫,前期经历了多年的亏损,直到2019年才进入盈亏平衡状态。根据财报,2019年美团外卖餐饮业务的毛利为18.7%,而2020年毛利率已经下降到10以下。当然如果能一直保持较低的盈利,仍算是一件好事。事实却没有这么乐观。外卖行业的消费者是一群对于价格十分敏感的群体。美团取得市场领先地位已经有较为稳定的一段时期,但这种领先时刻都在被挑战。因为领先,放低补贴力度、追求更高的毛利成为必然。但消费者仍旧对价格和品质敏感。一位北京的消费者抱怨称近期美团外卖的价位一直在上升,但收到的外卖口感却越来越差。消费者对于外卖品牌的忠诚更多来自于谁家的就餐方式更为经济实惠。据业内一位了解外卖行业的专家透露,就近段时间,饿了么大量投入资金发放优惠券等形式,已经有明显追回市场份额的势头。据其表示市场份额此消彼长之下,此前的差距正在拉近进。再者,根据美团财报,支撑其营收和利润主要来自于广告营销收入和佣金收入。此前美团、饿了么抢地盘逼迫商家“二选一”的相关报道也不少见,商家、平台等打嘴仗从媒体打到法院,但一直没有一个定论。因此所谓“二选一”也并没有杜绝。但随着监管方面的力度加大加严,商家不再需要“二选一”,有了更广阔的选择余地,对于主动选择投放的广告自然也拥有更大的主动权,势必会对美团、饿了么等平台的营收造成影响。最后,物流用工成本方面也将持续增长。这又要提到美团涉及的另一事件——骑手超时扣发。4月27日,“副处长送外卖12小时赚41元”上了热搜。据罗戈网.物流沙龙了解,北京市人社局劳动关系处副处长王林拜师“外卖小哥”,体验送外卖的一天。接单、取餐、骑电动车赶路…一小时挣不到三块钱,12小时送5单却只赚41块。而其体验的正是美团众包骑手。美团对此的回应是已新开22场恳谈会采纳19条骑手建议,正在改善骑手的配送体验,启动了“同舟计划”,在工作有保障、体验有提升、职业有发展、生活有关怀几个方向帮助骑士。五一还新增了“申诉审核绿色通道”、“宝贝陪伴日”两项帮扶政策。然而对于高度依靠外卖骑手盈利的美团也好,饿了么也罢,对于切实的雇佣关系、商业保险、扣费等问题仍没有一个落地本质的改善措施。可以预见,当政府相关部门关注到这一问题并进入干涉阶段,后续外卖骑手等劳动者的用工权益将进一步得到保障,无论是外卖企业、到家服务企业或者快递企业在这方面的投入必然需要加大。02社区电商等新业务烧钱不断当美团的外卖餐饮之战仍未打到尾声,其亟需打破这个焦灼的状态。而社区电商,尤其是社区团购——美团优选被其视为“第二增长曲线”,美团对于美团优选在底线城市开拓用户,实现下沉抱有极大的期许。据企查查数据显示,从收入结构来看,美团餐饮外卖、到店及酒旅、新业务的占比基本为6:2:2。由此可见美团确实正在探索新业务的增长曲线。同时,美团在对外投资和新产品上线的动作上也对重心变化作出阐释。目前美团有三大模式经营社区电商——美团优选、美团买菜、美团闪购。美团优选:美团优选作为美团的主要社区团购业务,主要是进入下沉市场进行获客,为美团带来流量。美团买菜:美团买菜则采取的是前置仓模式,主要对供应链管理和网点覆盖的方面进行了大量投资,以期争取在供应链上的优势。美团闪购:而美团闪购主要做的是药品和鲜花等产品的及时送达服务,培养用户的购买习惯。根据美团在公开场合的表态,可见对于社区电商的重视。前不久美团在港交所公告表示,社区电商即是其中一项巨大的机会,我们在2021年将会配置充裕的资源促进其发展,同时不断提升业务运营效率。在未来几个季度可能继续录得运营亏损,因为正在大力发展社区电商业务。由此可见美团的社区电商在过去以及未来的很长一段时间内都将持续亏损烧钱。而烧钱速度有多快?根据美团2020年第四季度财报,美团的新业务收入达到92亿元,但该季度美团整体营业成本高达284.86亿元。诚然,这些成本投入并非全部来自社区电商,但不得不说社区团购业务的前期补贴、基础设施建设、运营、新城开拓、履约等费用投入很大。当然,当美团的规模优势达到一定程度,其盈利可以预期。尤其是目前,美团的规模已经达到一定程度,处于市场第一的地位。根据美团官方数据显示,美团优选在全国迅速扩张,2020年四季度已进入27个省份和2000个县市,12月日均单量达到2000万,覆盖90%城市,峰值日单量3000万,较前一个月增长超过100%。但这种盈利转化仍需要时间和资本。这可能也是在这个节点进行募资的缘由之一。此外,以最新的融资公告来看,美团今年除了看重社区电商、在线杂货配送等新业务,在智慧配送等科技领域也颇具雄心,无人车、无人机配送等前沿技术领域的投资计划已经提上融资用途规划。而物流配送科技上的投入很大可能也与上述社区电商的竞争有关联,希望借助智慧科技物流投入,在新业务比拼上更具优势。03罚款最多可超百亿然而,在就在旧业务和新业务嗷嗷待哺的时刻,遭遇反垄断调查,对资金压力可见一斑。如果最终监管判定垄断行为存在,美团可能遭遇多少的罚款呢?根据反垄断法第四十七条,经营者违反本法规定,滥用市场支配地位的,由反垄断执法机构责令停止违法行为,没收违法所得,并处上一年度销售额百分之一以上百分之十以下的罚款。以此前阿里为参考,其垄断行为被市场监管总局处罚,依据其2019年在国内的销售总额4557亿元处以4%的罚款,罚金182.28亿元。具体到美团,交银国际发表报告指,预料美团的行政处罚款区间介乎于40亿-120亿元,认为处罚对美团业务运营影响不大,约占2018/19年度外卖业务交易总额的1%-3%,占净现金比例3%-9%,对2021年亏损率影响2%-7%。报告指出,调查的方向可能包括美团外卖市场份额;对服务价格及商家流量是否有控制能力;资金及技术能力;商户对平台依赖程度及是否依赖平台数据导致高昂的迁移成本;新进入者的门槛;是否有“二选一”等行为证据。不过最终判定以及具体罚款划定,还是要看有关部门最终的认定。04对外投资或更谨慎但目前来看,美团的现金流状况还是不错的。一方面根据其财报显示,截至2020年12月底,美团现金及现金等价物和短期投资结余分别为171亿元人民币和440亿元人民币。另一方面,就在几天前,美团通过发行新股票和可转换的债券得到了大约100亿美元的资金,其中腾讯认购了4亿美元。但即使现金流不错,美团的资金压力在垄断处罚和物流用工成本支出加大预期之下,仍颇有压力。首先来自于上述所说的自身业务巩固和新业务开发。其次主要来自于竞争对手的比拼。据罗戈网.物流沙龙获悉,截至2020年底,阿里巴巴持有现金及现金等价物及短期投资约为700亿美元,京东约为232亿美元,拼多多约为133亿美元。全部高于没有百亿美元融资前的美团。这或许也解释了为何现金流良好的美团要募资百亿美元,毕竟正处于与拼多多等平台在社区团购等新业务上的pk关键期。而受到这两重突发事件,美团融资的利好受到影响。虽然新业务由于融资到位不至于影响过大,但今年的对外投资或更为慎重。根据企查查数据显示,2019年美团对外投资数量发生断崖式下跌,面对阿里的穷追猛打,美团蛰伏等待,将资金聚焦于主线业务的发展。而2021年,在涉嫌垄断立案处罚和物流用工投入增长的预期下,这种对外投资谨慎态度或将延续。注:文/周艳青,文章来源:物流沙龙,本文为作者独立观点,不代表亿邦动力网立场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382636479,"gmtCreate":1613440031991,"gmtModify":1613440031991,"author":{"id":"3480974942977750","authorId":"3480974942977750","name":"evelio","avatar":"https://static.tigerbbs.com/f3e3c0b61b35537449e7d6ac77a497b7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480974942977750","authorIdStr":"3480974942977750"},"themes":[],"htmlText":"<a 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