元鹏的个人主页 - 老虎社区

元鹏

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IP属地：贵州

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3粉丝

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0勋章

2021-04-12

$蓝帽子(BHAT)$什么情况？

2021-04-07

回到江湖，大佬还是大佬。

黄光裕电话会实录：与拼多多谁也灭不了谁

2021-03-26

$蓝帽子(BHAT)$这是一个金矿吧。进了

2020-08-26

这股票应该有5-10倍市盈率。

2020-07-09

全都是泡沫

2020-07-06

怎么回事？

2020-06-10

大悲大喜。

2020-06-08

高得离谱，500差不多了

2020-04-23

这股太妖。风险太大

2020-04-16

蔚来还看不到未来。

2020-04-16

石油国家看来都不差钱，再怎么跌都不怕。

2020-04-15

不蒸馒头争口气，还是PK不了特斯拉啊。销量上不去就死了。

2020-04-13

蔚来能活到明年吗？

2020-04-09

$蔚来(NIO)$今天要破3。

2020-04-07

成绩不错，再把成本降低。国内和特斯拉拼一拼。也许就逆袭了。

2020-04-03

这支有点考验神经。

2020-04-02

什么情况？

2020-04-02

跌倒多少？

2020-03-31

三月销量怎么样？

2020-03-30

估计要跌了。

去老虎APP查看更多动态

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23:12","market":"hk","language":"zh","title":"黄光裕电话会实录：与拼多多谁也灭不了谁","url":"https://stock-news.laohu8.com/highlight/detail?id=1150094003","media":"棱镜","summary":"4月7日晚上7点，国美零售举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。方巍首先披露了几个关键经营数字","content":"<p>4月7日晚上7点，<a 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href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开店一样，<b>我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。</b>在进货端，大家可以共同挖掘自采和定制能力。<b>我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。</b></p><p><b>问题5：</b>与拼多多、京东的竞争合作关系如何理解？</p><p><b>黄光裕：</b>我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。</p><p>他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是<a href=\"https://laohu8.com/S/300959\">线上线下</a>、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。</p><p>国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。</p><p><b>问题6：</b>国美目前负债率较高，未来减债计划如何规划？</p><p><b>黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。</b>通过线上线下精准定位后，线下门店有可能盈利，<b>希望今年门店部分盈利能够突破8亿。</b></p><p>国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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黄光裕电话会实录：与拼多多谁也灭不了谁\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/91\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">棱镜 </p>\n<p class=\"h-time\">2021-04-07 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日晚上7点，<a href=\"https://laohu8.com/S/00493\">国美零售</a>举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。</p><p><b>方巍首先披露了几个关键经营数字及战略预期：</b></p><p>一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。</p><p>二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。</p><p>三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。</p><p>四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。</p><p>随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。</p><p><b>问题1：</b>对目前传统零售行业发展的整体看法？</p><p><b>黄光裕：</b>不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。<b>国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。</b></p><p><b>问题2：</b>真快乐APP的发展路径、娱乐化营销和运营如何理解？</p><p><b>黄光裕：</b>真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。</p><p><b>问题3：</b>国美的线下布局未来是否有足够资源支撑？盈利模型是什么？</p><p><b>黄光裕：</b>国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。</p><p><b>问题4：</b>国美将如何从家电拓展到全品类？</p><p><b>黄光裕：</b>供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。</p><p>像<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开店一样，<b>我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。</b>在进货端，大家可以共同挖掘自采和定制能力。<b>我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。</b></p><p><b>问题5：</b>与拼多多、京东的竞争合作关系如何理解？</p><p><b>黄光裕：</b>我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。</p><p>他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是<a href=\"https://laohu8.com/S/300959\">线上线下</a>、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。</p><p>国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。</p><p><b>问题6：</b>国美目前负债率较高，未来减债计划如何规划？</p><p><b>黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。</b>通过线上线下精准定位后，线下门店有可能盈利，<b>希望今年门店部分盈利能够突破8亿。</b></p><p>国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21203eb659b73d0c274e40c998fadb8e","relate_stocks":{"00493":"国美零售"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150094003","content_text":"4月7日晚上7点，国美零售举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。方巍首先披露了几个关键经营数字及战略预期：一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。问题1：对目前传统零售行业发展的整体看法？黄光裕：不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。问题2：真快乐APP的发展路径、娱乐化营销和运营如何理解？黄光裕：真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。问题3：国美的线下布局未来是否有足够资源支撑？盈利模型是什么？黄光裕：国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。问题4：国美将如何从家电拓展到全品类？黄光裕：供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。像拼多多、京东、天猫、抖音开店一样，我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。在进货端，大家可以共同挖掘自采和定制能力。我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。问题5：与拼多多、京东的竞争合作关系如何理解？黄光裕：我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是线上线下、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。问题6：国美目前负债率较高，未来减债计划如何规划？黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。通过线上线下精准定位后，线下门店有可能盈利，希望今年门店部分盈利能够突破8亿。国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356153229,"gmtCreate":1616766017661,"gmtModify":1616766017661,"author":{"id":"3519998805216406","authorId":"3519998805216406","name":"元鹏","avatar":"https://static.tigerbbs.com/686981e8a512bee94496ec29f78bbf07","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519998805216406","authorIdStr":"3519998805216406"},"themes":[],"htmlText":"<a 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