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余远Xiang
2021-06-18
$京东(JD)$
我一定要上来吐糟一下618的苹果手机活动,耍猴一样,能不能像淘宝主播来点真心的优惠。256版本全断货,128版本,5309的价格只有0-2两个小时。5309买了一个128的备选,已经退了,12没有256的就上12pro,结果你卖8599不免息(可能0-2点是免息,那时候没注意看),天猫卖8299免息12期。最后在天猫下了单,然而我天猫最后付的是现金,因为我有88会员的账号花呗不够8000,够花呗额度的账号没有88会员。京东友尽啦,75块的时候,清仓你
余远Xiang
2020-11-12
$京东(JD)$
刚才是哪位神仙用平价成交了几手
余远Xiang
2020-10-27
$京东(JD)$
今天你是最靓的仔,自选就你在跌
余远Xiang
2021-02-15
好了,前段时间京东涨不上去的原因找到了。现在你没仓了,散户都能把东哥抬上去
抱歉,原内容已删除
余远Xiang
2021-01-05
来的时候很快,要么就不来。股票不都是这样
@周大富:
$京东(JD)$
笑死了 目标价105美刀 2022年目标价?
余远Xiang
2021-01-28
$京东(JD)$
还有没有坚持120的,怎么就干不过拼夕夕
余远Xiang
2021-01-15
每个月几块钱好贵哟,怕是抢了每个月1000块的重疾险的蛋糕吧
抱歉,原内容已删除
余远Xiang
2021-01-09
这就是自由民主啊
抱歉,原内容已删除
余远Xiang
2021-01-05
$拼多多(PDD)$
你太嚣张了
余远Xiang
2020-11-19
$京东(JD)$
还没硬两分钟又软了
余远Xiang
2020-12-22
这个我支持了,会出文件,就是刀落下了。企业最怕你不出文件,只说一句,你不能乱来。那就真的啥也干不成。
社区团购“九不得”新规出台
余远Xiang
2020-12-15
这家说的比较实在。就算要竞争,不能用补贴的方式,就算要补贴,只能补贴新客户一次,一直这样亏本补贴所有客户,本身就是恶性竞争。活该被国家调查,还有,人日说的什么不应该聚焦三瓜两枣也是不对的,你不能因为人家大就不让人家做,只能说有钱大家一起赚,竞争本身要公平。比如水果店,你说前几年,一直卖精品的模式就是对的了?不觉得这十年水果越来越吃不起吗?所以你们看不上卖,嫌弃的低档货,正是很多老百姓需要的。恢复你卖你的精品,互联网卖互联网的平价品,挺好的。不排除以后互联网也卖精品,反正只要不恶性补贴,如果你做不过互联网公司,说明就是人家效率高,就是社会的进步,老板,该改行了。还有最后一个农民受伤害的言论,现代化农业的出路在于产品差异化,品牌化,地标化,如果你做不到这些,就卖给本地超市混个生活费就好了,不要想有什么钱赚。现代农业应该是什么样的,国外已经走过的河,不需要我们摸着石头再过一遍,就看谁有能力,魄力带着大家过河了。
社区团购冲击下的水果店主:现在看不到希望,真看不到希望
余远Xiang
2020-11-10
$小鹏汽车(XPEV)$
刺激,一上一下,蔚来和理想都卖了,就存你了。看看小摩会不会骗人
余远Xiang
2021-05-21
火箭也应该核发电,电动
抱歉,原内容已删除
余远Xiang
2021-02-19
$京东集团-SW(09618)$
竟然是港股先带崩,丢人现眼
余远Xiang
2021-01-12
$京东(JD)$
果然是垃圾,
余远Xiang
2020-08-06
可以看看
@桃李春风益点财:阿里、亚马逊、京东和拼多多,谁是价值股和成长股二合一?
余远Xiang
2021-08-20
就得去了自动
抱歉,原内容已删除
余远Xiang
2021-05-18
预期普遍很高,就不好办了。
财报前瞻:组织密集调整后,京东Q1表现如何?
余远Xiang
2021-04-08
期权都没这么高时间价值
理想汽车宣布7.5亿美元可转换债券定价
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克:特斯拉即将在俄罗斯建立业务。</p><p>同时,马斯克还表示:毫无疑问,未来汽车将实现自动驾驶,除火箭外,未来所有的交通工具都将是电动的。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156067006","content_text":"特斯拉CEO埃隆·马斯克:特斯拉即将在俄罗斯建立业务。同时,马斯克还表示:毫无疑问,未来汽车将实现自动驾驶,除火箭外,未来所有的交通工具都将是电动的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194398635,"gmtCreate":1621340630727,"gmtModify":1621340630727,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"预期普遍很高,就不好办了。","listText":"预期普遍很高,就不好办了。","text":"预期普遍很高,就不好办了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194398635","repostId":"1107640889","repostType":4,"repost":{"id":"1107640889","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":1620894436,"share":"https://www.laohu8.com/m/news/1107640889?lang=&edition=full","pubTime":"2021-05-13 16:27","market":"hk","language":"zh","title":"财报前瞻:组织密集调整后,京东Q1表现如何?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107640889","media":"老虎资讯综合","summary":"京东将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在1","content":"<p><a href=\"https://laohu8.com/S/JD\">京东</a>将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在19%左右。</p><p><img src=\"https://static.tigerbbs.com/909f906ffa9f3902df80affcad54f27f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>上季度回顾</b></p><p>京东2020年第四季度财报要核心业绩指标均超出市场预期,其中营收为2243亿元,同比增长31.4%,净利润24亿元 同比增长200%。截至2020年12月31日,京东过去12个月的活跃购买用户数达到4.719亿,全年净增了近1.1亿活跃用户,超过80%的新增活跃用户来自于下沉市场。</p><p><img src=\"https://static.tigerbbs.com/3608861c829bf6afbfa807d01ce9f57c\" tg-width=\"1196\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><b>京东Q1看点</b></p><p>京东Q1营收有望实现强劲增长,市场普遍预计增速将在30%以上,利润率略微下滑。这归功于用户心智的提升和就地过年倡议下商户参与度的提升。随着时间的推移,京东在疫情期间增加了大量的新客户。由于旅游限制,春节期间网上购物活动增多,可能进一步推动了这一趋势。国家统计局数据显示一季度全国网上零售额达2.81万亿元,同比增长29.9%,两年平均增长13.5%。随着京东加大对京喜旗下社交电子商务、便利店和社区团购业务的投资,营业利润率可能下降。市场共识估计,当京东削减疫情开支后,非GAAP营业利润将比去年同期下降21%。</p><p><img src=\"https://static.tigerbbs.com/e89e7484bb756aea32c505e716db9d76\" tg-width=\"1785\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p>落实全渠道战略,加大社区团购等新业务投入。京东向低线城市扩张业务的潜力可观,去年12月调整组织架构,将京喜拼拼、新通路等多个下沉市场事业部整合进京喜事业群,一季度正式发力社区团购,截至3月份已进入15个省份。据草根调研,3月京喜拼拼日均单量达200万件,环比增长近150%,规模增长超出市场预期。2021年京东可能在团购电商、获客和提升物流能力方面加大投资。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>预计,在向低线城市扩张业务以及扩充产品类别的推动下,京东2021年活跃客户账户数或同比增长19%至5.62亿。</p><p><img src=\"https://static.tigerbbs.com/8931f35bf84c135f828eb4adf8c891e8\" tg-width=\"1414\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>“二选一”被取缔,3P长期供给空间打开。阿里182亿元处罚落地,反垄断监管持续发酵,预计“二选一”行为将被严格取缔,电商行业迎回相对公平的竞争环境。根据<a href=\"https://laohu8.com/S/600030\">中信证券</a>对商家的调研,服装等品类有部分品牌已回流至京东平台开店,尽管反映到公司财务数据的增长仍需时日,但考虑到“二选一”中被强管控的KA品牌与京东品牌电商的定位契合、京东次日达的物流服务是对天猫场景(3-5日达)的有效补充,“二选一”被取缔将在长期打开3P平台的供给空间。预计京东Q1 的 3P 增速将保持强劲增长,尤其是服装、化妆品等可选消费。</p><p><img src=\"https://static.tigerbbs.com/04c5af8f1ff14c08201d0d85eeb1bc2b\" tg-width=\"1037\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p><b>分析师预测</b></p><p>根据彭博一致预期,京东2021年第一季度营收为1919.6亿元,同比增长31.2%;调整后净利润为36.33亿元,同比增长22.2%;调整后EPS为2.152元,同比增长8.7%。</p><p>彭博调查的54位分析师中有52位给京东买入评级,2位给出持有评级。</p><p><img src=\"https://static.tigerbbs.com/8122b1be1f72c35c6892ed7d06fc9cd3\" tg-width=\"731\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><table></table>","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>财报前瞻:组织密集调整后,京东Q1表现如何?</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; 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.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财报前瞻:组织密集调整后,京东Q1表现如何?\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\">2021-05-13 16:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在19%左右。</p><p><img src=\"https://static.tigerbbs.com/909f906ffa9f3902df80affcad54f27f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>上季度回顾</b></p><p>京东2020年第四季度财报要核心业绩指标均超出市场预期,其中营收为2243亿元,同比增长31.4%,净利润24亿元 同比增长200%。截至2020年12月31日,京东过去12个月的活跃购买用户数达到4.719亿,全年净增了近1.1亿活跃用户,超过80%的新增活跃用户来自于下沉市场。</p><p><img src=\"https://static.tigerbbs.com/3608861c829bf6afbfa807d01ce9f57c\" tg-width=\"1196\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><b>京东Q1看点</b></p><p>京东Q1营收有望实现强劲增长,市场普遍预计增速将在30%以上,利润率略微下滑。这归功于用户心智的提升和就地过年倡议下商户参与度的提升。随着时间的推移,京东在疫情期间增加了大量的新客户。由于旅游限制,春节期间网上购物活动增多,可能进一步推动了这一趋势。国家统计局数据显示一季度全国网上零售额达2.81万亿元,同比增长29.9%,两年平均增长13.5%。随着京东加大对京喜旗下社交电子商务、便利店和社区团购业务的投资,营业利润率可能下降。市场共识估计,当京东削减疫情开支后,非GAAP营业利润将比去年同期下降21%。</p><p><img src=\"https://static.tigerbbs.com/e89e7484bb756aea32c505e716db9d76\" tg-width=\"1785\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p>落实全渠道战略,加大社区团购等新业务投入。京东向低线城市扩张业务的潜力可观,去年12月调整组织架构,将京喜拼拼、新通路等多个下沉市场事业部整合进京喜事业群,一季度正式发力社区团购,截至3月份已进入15个省份。据草根调研,3月京喜拼拼日均单量达200万件,环比增长近150%,规模增长超出市场预期。2021年京东可能在团购电商、获客和提升物流能力方面加大投资。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>预计,在向低线城市扩张业务以及扩充产品类别的推动下,京东2021年活跃客户账户数或同比增长19%至5.62亿。</p><p><img src=\"https://static.tigerbbs.com/8931f35bf84c135f828eb4adf8c891e8\" tg-width=\"1414\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>“二选一”被取缔,3P长期供给空间打开。阿里182亿元处罚落地,反垄断监管持续发酵,预计“二选一”行为将被严格取缔,电商行业迎回相对公平的竞争环境。根据<a href=\"https://laohu8.com/S/600030\">中信证券</a>对商家的调研,服装等品类有部分品牌已回流至京东平台开店,尽管反映到公司财务数据的增长仍需时日,但考虑到“二选一”中被强管控的KA品牌与京东品牌电商的定位契合、京东次日达的物流服务是对天猫场景(3-5日达)的有效补充,“二选一”被取缔将在长期打开3P平台的供给空间。预计京东Q1 的 3P 增速将保持强劲增长,尤其是服装、化妆品等可选消费。</p><p><img src=\"https://static.tigerbbs.com/04c5af8f1ff14c08201d0d85eeb1bc2b\" tg-width=\"1037\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p><b>分析师预测</b></p><p>根据彭博一致预期,京东2021年第一季度营收为1919.6亿元,同比增长31.2%;调整后净利润为36.33亿元,同比增长22.2%;调整后EPS为2.152元,同比增长8.7%。</p><p>彭博调查的54位分析师中有52位给京东买入评级,2位给出持有评级。</p><p><img src=\"https://static.tigerbbs.com/8122b1be1f72c35c6892ed7d06fc9cd3\" tg-width=\"731\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><table></table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/028bf7c7eafdcd11c8df76a91d4805e0","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107640889","content_text":"京东将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在19%左右。上季度回顾京东2020年第四季度财报要核心业绩指标均超出市场预期,其中营收为2243亿元,同比增长31.4%,净利润24亿元 同比增长200%。截至2020年12月31日,京东过去12个月的活跃购买用户数达到4.719亿,全年净增了近1.1亿活跃用户,超过80%的新增活跃用户来自于下沉市场。京东Q1看点京东Q1营收有望实现强劲增长,市场普遍预计增速将在30%以上,利润率略微下滑。这归功于用户心智的提升和就地过年倡议下商户参与度的提升。随着时间的推移,京东在疫情期间增加了大量的新客户。由于旅游限制,春节期间网上购物活动增多,可能进一步推动了这一趋势。国家统计局数据显示一季度全国网上零售额达2.81万亿元,同比增长29.9%,两年平均增长13.5%。随着京东加大对京喜旗下社交电子商务、便利店和社区团购业务的投资,营业利润率可能下降。市场共识估计,当京东削减疫情开支后,非GAAP营业利润将比去年同期下降21%。落实全渠道战略,加大社区团购等新业务投入。京东向低线城市扩张业务的潜力可观,去年12月调整组织架构,将京喜拼拼、新通路等多个下沉市场事业部整合进京喜事业群,一季度正式发力社区团购,截至3月份已进入15个省份。据草根调研,3月京喜拼拼日均单量达200万件,环比增长近150%,规模增长超出市场预期。2021年京东可能在团购电商、获客和提升物流能力方面加大投资。华泰证券预计,在向低线城市扩张业务以及扩充产品类别的推动下,京东2021年活跃客户账户数或同比增长19%至5.62亿。“二选一”被取缔,3P长期供给空间打开。阿里182亿元处罚落地,反垄断监管持续发酵,预计“二选一”行为将被严格取缔,电商行业迎回相对公平的竞争环境。根据中信证券对商家的调研,服装等品类有部分品牌已回流至京东平台开店,尽管反映到公司财务数据的增长仍需时日,但考虑到“二选一”中被强管控的KA品牌与京东品牌电商的定位契合、京东次日达的物流服务是对天猫场景(3-5日达)的有效补充,“二选一”被取缔将在长期打开3P平台的供给空间。预计京东Q1 的 3P 增速将保持强劲增长,尤其是服装、化妆品等可选消费。分析师预测根据彭博一致预期,京东2021年第一季度营收为1919.6亿元,同比增长31.2%;调整后净利润为36.33亿元,同比增长22.2%;调整后EPS为2.152元,同比增长8.7%。彭博调查的54位分析师中有52位给京东买入评级,2位给出持有评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348987552,"gmtCreate":1617880268376,"gmtModify":1617880268376,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"期权都没这么高时间价值","listText":"期权都没这么高时间价值","text":"期权都没这么高时间价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348987552","repostId":"1114778017","repostType":4,"repost":{"id":"1114778017","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":1617878157,"share":"https://www.laohu8.com/m/news/1114778017?lang=&edition=full","pubTime":"2021-04-08 18:35","market":"us","language":"zh","title":"理想汽车宣布7.5亿美元可转换债券定价","url":"https://stock-news.laohu8.com/highlight/detail?id=1114778017","media":"老虎资讯综合","summary":"4月8日,理想汽车宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。理想汽车盘前涨超2%,报2","content":"<p>4月8日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。</p><p><img src=\"https://static.tigerbbs.com/2cf15c9f8f97b050a7e6b0d4d4ed67dc\" tg-width=\"767\" tg-height=\"744\" referrerpolicy=\"no-referrer\"></p><p>理想汽车盘前涨超2%,报22.7美元。</p><p><img src=\"https://static.tigerbbs.com/80cf2469b790a39447ec743f77032689\" tg-width=\"1302\" tg-height=\"833\" 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>理想汽车宣布7.5亿美元可转换债券定价</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理想汽车宣布7.5亿美元可转换债券定价\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\">2021-04-08 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月8日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。</p><p><img src=\"https://static.tigerbbs.com/2cf15c9f8f97b050a7e6b0d4d4ed67dc\" tg-width=\"767\" tg-height=\"744\" referrerpolicy=\"no-referrer\"></p><p>理想汽车盘前涨超2%,报22.7美元。</p><p><img src=\"https://static.tigerbbs.com/80cf2469b790a39447ec743f77032689\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114778017","content_text":"4月8日,理想汽车宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。理想汽车盘前涨超2%,报22.7美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324829024,"gmtCreate":1615984298368,"gmtModify":1703495914575,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"然而狗庄不敢拉","listText":"然而狗庄不敢拉","text":"然而狗庄不敢拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324829024","repostId":"2119973784","repostType":2,"isVote":1,"tweetType":1,"viewCount":1856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329063546,"gmtCreate":1615190423485,"gmtModify":1703485398670,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"这是大宗交易,买卖都是大户头,跟散户没直接联系。","listText":"这是大宗交易,买卖都是大户头,跟散户没直接联系。","text":"这是大宗交易,买卖都是大户头,跟散户没直接联系。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329063546","repostId":"1175815732","repostType":4,"repost":{"id":"1175815732","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":1615183029,"share":"https://www.laohu8.com/m/news/1175815732?lang=&edition=full","pubTime":"2021-03-08 13:57","market":"hk","language":"zh","title":"传小米股票通过大宗交易以每股23港元成交400万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1175815732","media":"老虎资讯综合","summary":"北京时间3月8日下午消息,据报道,小米集团股票通过大宗交易以每股23港元成交400万股。","content":"<p>北京时间3月8日下午消息,据报道,<a href=\"https://laohu8.com/S/01810\">小米集团</a>股票通过大宗交易以每股23港元成交400万股。</p><p><img src=\"https://static.tigerbbs.com/da1fa580968d1815aae534c650718a87\" 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>传小米股票通过大宗交易以每股23港元成交400万股</title>\n<style 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href=\"https://laohu8.com/S/01810\">小米集团</a>股票通过大宗交易以每股23港元成交400万股。</p><p><img src=\"https://static.tigerbbs.com/da1fa580968d1815aae534c650718a87\" 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/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175815732","content_text":"北京时间3月8日下午消息,据报道,小米集团股票通过大宗交易以每股23港元成交400万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387360624,"gmtCreate":1613721631468,"gmtModify":1613721631468,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>就等着东哥发话,名字都想好了,小强电动","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>就等着东哥发话,名字都想好了,小强电动","text":"$京东集团-SW(09618)$就等着东哥发话,名字都想好了,小强电动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387360624","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387085576,"gmtCreate":1613699680695,"gmtModify":1613699680695,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>竟然是港股先带崩,丢人现眼","listText":"<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a>竟然是港股先带崩,丢人现眼","text":"$京东集团-SW(09618)$竟然是港股先带崩,丢人现眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/387085576","isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382316946,"gmtCreate":1613362226285,"gmtModify":1613362226285,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"好了,前段时间京东涨不上去的原因找到了。现在你没仓了,散户都能把东哥抬上去","listText":"好了,前段时间京东涨不上去的原因找到了。现在你没仓了,散户都能把东哥抬上去","text":"好了,前段时间京东涨不上去的原因找到了。现在你没仓了,散户都能把东哥抬上去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382316946","repostId":"2111607945","repostType":4,"isVote":1,"tweetType":1,"viewCount":2756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383700040,"gmtCreate":1612889402880,"gmtModify":1703766611565,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"<a 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14:42","market":"hk","language":"zh","title":"快手香港IPO面向散户发行部分获得1.28万亿港元认购","url":"https://stock-news.laohu8.com/highlight/detail?id=1187605616","media":"老虎资讯综合","summary":"1月29日下午消息,据路透社旗下媒体IFR报道,快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算,快手将成为港股冻资王,超购高达1218倍。据香港经济日报报道,基于截至周四针对散户投资","content":"<p>1月29日下午消息,据路透社旗下媒体IFR报道,快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算,快手将成为港股冻资王,超购高达1218倍。</p><p>据香港经济日报报道,基于截至周四针对散户投资者的4893亿港元保证金贷款计算,快手IPO的散户股已获得465倍超额认购。</p><p>短视频平台快手1月26日开始公开招股,此次快手定价区间为每股105港元-115港元,入场费为11615港元,共计发售3.65亿股,其中约3.56亿股为国际发售,预留给散户的认购额度仅为913万股,快手每手买卖单位为100股,2月5日港交所挂牌上市。</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>快手香港IPO面向散户发行部分获得1.28万亿港元认购</title>\n<style 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14:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日下午消息,据路透社旗下媒体IFR报道,快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算,快手将成为港股冻资王,超购高达1218倍。</p><p>据香港经济日报报道,基于截至周四针对散户投资者的4893亿港元保证金贷款计算,快手IPO的散户股已获得465倍超额认购。</p><p>短视频平台快手1月26日开始公开招股,此次快手定价区间为每股105港元-115港元,入场费为11615港元,共计发售3.65亿股,其中约3.56亿股为国际发售,预留给散户的认购额度仅为913万股,快手每手买卖单位为100股,2月5日港交所挂牌上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187605616","content_text":"1月29日下午消息,据路透社旗下媒体IFR报道,快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算,快手将成为港股冻资王,超购高达1218倍。据香港经济日报报道,基于截至周四针对散户投资者的4893亿港元保证金贷款计算,快手IPO的散户股已获得465倍超额认购。短视频平台快手1月26日开始公开招股,此次快手定价区间为每股105港元-115港元,入场费为11615港元,共计发售3.65亿股,其中约3.56亿股为国际发售,预留给散户的认购额度仅为913万股,快手每手买卖单位为100股,2月5日港交所挂牌上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318308152,"gmtCreate":1611843039476,"gmtModify":1703754774587,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>还有没有坚持120的,怎么就干不过拼夕夕","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>还有没有坚持120的,怎么就干不过拼夕夕","text":"$京东(JD)$还有没有坚持120的,怎么就干不过拼夕夕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/318308152","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334365313,"gmtCreate":1610706923032,"gmtModify":1703746418464,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"每个月几块钱好贵哟,怕是抢了每个月1000块的重疾险的蛋糕吧","listText":"每个月几块钱好贵哟,怕是抢了每个月1000块的重疾险的蛋糕吧","text":"每个月几块钱好贵哟,怕是抢了每个月1000块的重疾险的蛋糕吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334365313","repostId":"1119136534","repostType":4,"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335760763,"gmtCreate":1610643981452,"gmtModify":1703745979331,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"腾讯不是和京东一锅的吗?发这种莫名其妙的事情作甚?前后逻辑有明显问题啊。降价退货需要申请保价吗","listText":"腾讯不是和京东一锅的吗?发这种莫名其妙的事情作甚?前后逻辑有明显问题啊。降价退货需要申请保价吗","text":"腾讯不是和京东一锅的吗?发这种莫名其妙的事情作甚?前后逻辑有明显问题啊。降价退货需要申请保价吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335760763","repostId":"2103134680","repostType":2,"repost":{"id":"2103134680","kind":"news","pubTimestamp":1610638204,"share":"https://www.laohu8.com/m/news/2103134680?lang=&edition=full","pubTime":"2021-01-14 23:30","market":"hk","language":"zh","title":"花2万多网购电脑外观有瑕疵,京东不同意退货!","url":"https://stock-news.laohu8.com/highlight/detail?id=2103134680","media":"腾讯新闻","summary":"当孙先生找到哈尔滨市惠普售后对机器进行检测后发现电脑零件多处有问题,要求退货,京东客服则表示,该电脑为全新正品,不同意孙先生退货。2小时后,外出归来的孙先生再次和京东客服沟通,表示已经在24小时内反映过商品瑕疵,并出示了相关截图证据,京东客服核实后情况属实。12月24日,孙先生收到电脑后,申请退货,12月29日京东客服又以申请超时拒绝退货。","content":"<html><body><p>原标题:花2万多网购电脑外观有瑕疵,<a href=\"https://laohu8.com/S/JD\">京东</a>不同意退货! 来源:<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>2020年12月,哈尔滨市孙先生在京东网购了一部<a href=\"https://laohu8.com/S/HPQ\">惠普</a>电脑,但是到货后发现有瑕疵,于是当天与客服反应并申请退货,但是由于取件退货当天该部电脑降价2000元,于是孙先生先取消退货申请,申请保价后再次提交退货申请。但之后京东客服多次以申请超时为由拒绝退货。当孙先生找到哈尔滨市惠普售后对机器进行检测后发现电脑零件多处有问题,要求退货,京东客服则表示,该电脑为全新正品,不同意孙先生退货。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021114/649/w449h1000/20210114/cb9b-khstaxs1262929.jpg/w720fin.jpg\"/></div><p>2020年12月,哈尔滨市孙先生在京东网上购物平台惠普通(HP)OMEN暗影精灵京东自营旗舰店购买了一部电脑,花费21998.98元。12月11日,孙先生收到商品后,发现电脑显示屏边框上有瑕疵,于是当天与客服反应并申请退货,并预约了12月18日取件,但是由于取件退货当天该部电脑降价2000元,于是孙先生先取消退货申请,申请保价后再次提交退货申请。随后,京东快递人员通过上门取件的方式取走商品。12月21日京东售后收到商品后,联系了孙先生,由于孙先生外出没有携带电话,其家人接听电话,售后以没有24小时内反应商品问题为由拒绝退货把商品原返。2小时后,外出归来的孙先生再次和京东客服沟通,表示已经在24小时内反映过商品瑕疵,并出示了相关截图证据,京东客服核实后情况属实。由于商品已经原返,客服建议孙先生不要拒收,可以收下后再重新申请退货。12月24日,孙先生收到电脑后,申请退货,12月29日京东客服又以申请超时拒绝退货。随后,孙先生再次联系京东消费者维权热线反映情况,但是迟迟没有解决。</p><p>1月4日,京东维权热线的客服建议孙先生到当地惠普售后检测商品瑕疵是否自带。结果却检测出了电脑存在其他问题:电脑D壳有一处螺丝花了;A壳右上角有拆痕迹;屏轴左侧卡扣松了;屏轴有拆痕;C壳SD卡处凸起。随后,孙先生以商品为拆过的机器为由申请售后退货。1月9日,京东客服联系孙先生表示,通过核实该电脑的序列号,该电脑为全新正品,不同意孙先生退货。</p><p>13日11时,记者联系到京东维权客服部,据黄姓工作人员表示会将问题反映给相关部门。15时许,京东公关部工作人员联系到记者表示,目前已经在核实处理此事,会尽快对此事作出回应。</p><p>来源:龙头新闻·生活报 记者 周琳</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>花2万多网购电脑外观有瑕疵,京东不同意退货!</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; 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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花2万多网购电脑外观有瑕疵,京东不同意退货!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-14 23:30 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-14/doc-ikftpnnx7221314.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:花2万多网购电脑外观有瑕疵,京东不同意退货! 来源:腾讯新闻2020年12月,哈尔滨市孙先生在京东网购了一部惠普电脑,但是到货后发现有瑕疵,于是当天与客服反应并申请退货,但是由于取件退货当天该部电脑降价2000元,于是孙先生先取消退货申请,申请保价后再次提交退货申请。但之后京东客服多次以申请超时为由拒绝退货。当孙先生找到哈尔滨市惠普售后对机器进行检测后发现电脑零件多处有问题,要求退货,京东...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-14/doc-ikftpnnx7221314.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/9bb433941f9e14c3a04af544d09e131e","relate_stocks":{"09618":"京东集团-SW","JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-14/doc-ikftpnnx7221314.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2103134680","content_text":"原标题:花2万多网购电脑外观有瑕疵,京东不同意退货! 来源:腾讯新闻2020年12月,哈尔滨市孙先生在京东网购了一部惠普电脑,但是到货后发现有瑕疵,于是当天与客服反应并申请退货,但是由于取件退货当天该部电脑降价2000元,于是孙先生先取消退货申请,申请保价后再次提交退货申请。但之后京东客服多次以申请超时为由拒绝退货。当孙先生找到哈尔滨市惠普售后对机器进行检测后发现电脑零件多处有问题,要求退货,京东客服则表示,该电脑为全新正品,不同意孙先生退货。2020年12月,哈尔滨市孙先生在京东网上购物平台惠普通(HP)OMEN暗影精灵京东自营旗舰店购买了一部电脑,花费21998.98元。12月11日,孙先生收到商品后,发现电脑显示屏边框上有瑕疵,于是当天与客服反应并申请退货,并预约了12月18日取件,但是由于取件退货当天该部电脑降价2000元,于是孙先生先取消退货申请,申请保价后再次提交退货申请。随后,京东快递人员通过上门取件的方式取走商品。12月21日京东售后收到商品后,联系了孙先生,由于孙先生外出没有携带电话,其家人接听电话,售后以没有24小时内反应商品问题为由拒绝退货把商品原返。2小时后,外出归来的孙先生再次和京东客服沟通,表示已经在24小时内反映过商品瑕疵,并出示了相关截图证据,京东客服核实后情况属实。由于商品已经原返,客服建议孙先生不要拒收,可以收下后再重新申请退货。12月24日,孙先生收到电脑后,申请退货,12月29日京东客服又以申请超时拒绝退货。随后,孙先生再次联系京东消费者维权热线反映情况,但是迟迟没有解决。1月4日,京东维权热线的客服建议孙先生到当地惠普售后检测商品瑕疵是否自带。结果却检测出了电脑存在其他问题:电脑D壳有一处螺丝花了;A壳右上角有拆痕迹;屏轴左侧卡扣松了;屏轴有拆痕;C壳SD卡处凸起。随后,孙先生以商品为拆过的机器为由申请售后退货。1月9日,京东客服联系孙先生表示,通过核实该电脑的序列号,该电脑为全新正品,不同意孙先生退货。13日11时,记者联系到京东维权客服部,据黄姓工作人员表示会将问题反映给相关部门。15时许,京东公关部工作人员联系到记者表示,目前已经在核实处理此事,会尽快对此事作出回应。来源:龙头新闻·生活报 记者 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17:55","market":"hk","language":"zh","title":"社区团购“九不得”新规出台","url":"https://stock-news.laohu8.com/highlight/detail?id=1174334877","media":"老虎资讯综合","summary":"12月22日讯,市场监管总局联合商务部22日召开规范社区团购秩序行政指导会,阿里、腾讯、京东、美团、拼多多、滴滴6家互联网平台企业参加。为严格规范社区团购经营行为,会议要求互联网平台企业严格遵守“九不","content":"<p>12月22日讯,市场监管总局联合商务部22日召开规范社区团购秩序行政指导会,阿里、腾讯、京东、美团、拼多多、滴滴6家互联网平台企业参加。</p><p>为严格规范社区团购经营行为,会议要求互联网平台企业严格遵守“九不得”:</p><p>一是不得通过低价倾销、价格串通、哄抬价格、价格欺诈等方式滥用自主定价权。</p><p>二是不得违法达成、实施固定价格、限制商品生产或销售数量、分割市场等任何形式的垄断协议。</p><p>三是不得实施没有正当理由的掠夺性定价、拒绝交易、搭售等滥用市场支配地位行为。</p><p>四是不得违法实施经营者集中,排除、限制竞争。</p><p>五是不得实施商业混淆、虚假宣传、商业诋毁等不正当竞争行为,危害公平竞争市场环境。</p><p>六是不得利用数据优势“杀熟”,损害消费者合法权益。</p><p>七是不得利用技术手段损害竞争秩序,妨碍其他市场主体正常经营。</p><p>八是不得非法收集、使用消费者个人信息,给消费者带来安全隐患。</p><p>九是不得销售假冒伪劣商品,危害安全放心的消费环境。</p><p><img src=\"https://static.tigerbbs.com/9a5212c9d3a7218a2bb30026ccad897f\" tg-width=\"1158\" tg-height=\"1074\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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社区团购“九不得”新规出台\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\">2020-12-22 17:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月22日讯,市场监管总局联合商务部22日召开规范社区团购秩序行政指导会,阿里、腾讯、京东、美团、拼多多、滴滴6家互联网平台企业参加。</p><p>为严格规范社区团购经营行为,会议要求互联网平台企业严格遵守“九不得”:</p><p>一是不得通过低价倾销、价格串通、哄抬价格、价格欺诈等方式滥用自主定价权。</p><p>二是不得违法达成、实施固定价格、限制商品生产或销售数量、分割市场等任何形式的垄断协议。</p><p>三是不得实施没有正当理由的掠夺性定价、拒绝交易、搭售等滥用市场支配地位行为。</p><p>四是不得违法实施经营者集中,排除、限制竞争。</p><p>五是不得实施商业混淆、虚假宣传、商业诋毁等不正当竞争行为,危害公平竞争市场环境。</p><p>六是不得利用数据优势“杀熟”,损害消费者合法权益。</p><p>七是不得利用技术手段损害竞争秩序,妨碍其他市场主体正常经营。</p><p>八是不得非法收集、使用消费者个人信息,给消费者带来安全隐患。</p><p>九是不得销售假冒伪劣商品,危害安全放心的消费环境。</p><p><img src=\"https://static.tigerbbs.com/9a5212c9d3a7218a2bb30026ccad897f\" tg-width=\"1158\" tg-height=\"1074\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/099212af0a8bdd6097902fb1c82cd1b7","relate_stocks":{"09618":"京东集团-SW","BABA":"阿里巴巴","JD":"京东","09988":"阿里巴巴-W","PDD":"拼多多","03690":"美团-W","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174334877","content_text":"12月22日讯,市场监管总局联合商务部22日召开规范社区团购秩序行政指导会,阿里、腾讯、京东、美团、拼多多、滴滴6家互联网平台企业参加。为严格规范社区团购经营行为,会议要求互联网平台企业严格遵守“九不得”:一是不得通过低价倾销、价格串通、哄抬价格、价格欺诈等方式滥用自主定价权。二是不得违法达成、实施固定价格、限制商品生产或销售数量、分割市场等任何形式的垄断协议。三是不得实施没有正当理由的掠夺性定价、拒绝交易、搭售等滥用市场支配地位行为。四是不得违法实施经营者集中,排除、限制竞争。五是不得实施商业混淆、虚假宣传、商业诋毁等不正当竞争行为,危害公平竞争市场环境。六是不得利用数据优势“杀熟”,损害消费者合法权益。七是不得利用技术手段损害竞争秩序,妨碍其他市场主体正常经营。八是不得非法收集、使用消费者个人信息,给消费者带来安全隐患。九是不得销售假冒伪劣商品,危害安全放心的消费环境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394271085,"gmtCreate":1608045170447,"gmtModify":1703850854771,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"这家说的比较实在。就算要竞争,不能用补贴的方式,就算要补贴,只能补贴新客户一次,一直这样亏本补贴所有客户,本身就是恶性竞争。活该被国家调查,还有,人日说的什么不应该聚焦三瓜两枣也是不对的,你不能因为人家大就不让人家做,只能说有钱大家一起赚,竞争本身要公平。比如水果店,你说前几年,一直卖精品的模式就是对的了?不觉得这十年水果越来越吃不起吗?所以你们看不上卖,嫌弃的低档货,正是很多老百姓需要的。恢复你卖你的精品,互联网卖互联网的平价品,挺好的。不排除以后互联网也卖精品,反正只要不恶性补贴,如果你做不过互联网公司,说明就是人家效率高,就是社会的进步,老板,该改行了。还有最后一个农民受伤害的言论,现代化农业的出路在于产品差异化,品牌化,地标化,如果你做不到这些,就卖给本地超市混个生活费就好了,不要想有什么钱赚。现代农业应该是什么样的,国外已经走过的河,不需要我们摸着石头再过一遍,就看谁有能力,魄力带着大家过河了。","listText":"这家说的比较实在。就算要竞争,不能用补贴的方式,就算要补贴,只能补贴新客户一次,一直这样亏本补贴所有客户,本身就是恶性竞争。活该被国家调查,还有,人日说的什么不应该聚焦三瓜两枣也是不对的,你不能因为人家大就不让人家做,只能说有钱大家一起赚,竞争本身要公平。比如水果店,你说前几年,一直卖精品的模式就是对的了?不觉得这十年水果越来越吃不起吗?所以你们看不上卖,嫌弃的低档货,正是很多老百姓需要的。恢复你卖你的精品,互联网卖互联网的平价品,挺好的。不排除以后互联网也卖精品,反正只要不恶性补贴,如果你做不过互联网公司,说明就是人家效率高,就是社会的进步,老板,该改行了。还有最后一个农民受伤害的言论,现代化农业的出路在于产品差异化,品牌化,地标化,如果你做不到这些,就卖给本地超市混个生活费就好了,不要想有什么钱赚。现代农业应该是什么样的,国外已经走过的河,不需要我们摸着石头再过一遍,就看谁有能力,魄力带着大家过河了。","text":"这家说的比较实在。就算要竞争,不能用补贴的方式,就算要补贴,只能补贴新客户一次,一直这样亏本补贴所有客户,本身就是恶性竞争。活该被国家调查,还有,人日说的什么不应该聚焦三瓜两枣也是不对的,你不能因为人家大就不让人家做,只能说有钱大家一起赚,竞争本身要公平。比如水果店,你说前几年,一直卖精品的模式就是对的了?不觉得这十年水果越来越吃不起吗?所以你们看不上卖,嫌弃的低档货,正是很多老百姓需要的。恢复你卖你的精品,互联网卖互联网的平价品,挺好的。不排除以后互联网也卖精品,反正只要不恶性补贴,如果你做不过互联网公司,说明就是人家效率高,就是社会的进步,老板,该改行了。还有最后一个农民受伤害的言论,现代化农业的出路在于产品差异化,品牌化,地标化,如果你做不到这些,就卖给本地超市混个生活费就好了,不要想有什么钱赚。现代农业应该是什么样的,国外已经走过的河,不需要我们摸着石头再过一遍,就看谁有能力,魄力带着大家过河了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394271085","repostId":"2091847567","repostType":2,"repost":{"id":"2091847567","kind":"highlight","weMediaInfo":{"introduction":"你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢迎访问:http://finance.ifeng.com/","home_visible":1,"media_name":"凤凰网财经","id":"56","head_image":"https://static.tigerbbs.com/397f412d4db44a7c819104db445d2a74"},"pubTimestamp":1607951100,"share":"https://www.laohu8.com/m/news/2091847567?lang=&edition=full","pubTime":"2020-12-14 21:05","market":"fut","language":"zh","title":"社区团购冲击下的水果店主:现在看不到希望,真看不到希望","url":"https://stock-news.laohu8.com/highlight/detail?id=2091847567","media":"凤凰网财经","summary":"带着这个疑问,凤凰网财经近日采访了江苏苏州的一位水果店主白先生,作为有9家门店的水果老板,白先生并不符合我们对小区店主的传统印象,然而受访时,他都表达了自己的焦虑,感觉看不到前景。01社区团购兴起之后客流下降是没法阻挡的大趋势我姓白,江苏人,我是85年的,现在主要是做水果生意,店在苏州,一共有9家门店,都是300平以上的卖场。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/2b79438ec8d6405bac347d4bb770dd4c\"/></p><p><span>来源:凤凰网财经(公号ID:finance_ifeng)</span></p><p><strong><span>编者按:</span></strong></p><p><span>当互联网巨头们依靠资本的力量涌入社区团购,依靠补贴和低价获取市场份额,惦记几捆白菜,几斤水果时,那些扎根在小区周围的店主们经历了什么样的遭遇?带着这个疑问,凤凰网财经近日采访了江苏苏州的一位水果店主白先生,作为有9家门店的水果老板,白先生并不符合我们对小区店主的传统印象,然而受访时,他都表达了自己的焦虑,感觉看不到前景。</span></p><p><span>白先生说,对于社区团购这个模式,他认为是对的,不是很差的模式,它都是线上预售,下线配送,中间节省了物流成本、配送成本等等,对于<a href=\"https://laohu8.com/S/603883\">老百姓</a>来讲也能从中受到一些优惠,所以本身这个模式是对的,但是目前的问题是资本大佬们进场之后这种垄断、高补贴的非正常方式,让普通实体店家受不了,这打破了原有的市场秩序。</span></p><p><span>我们需要一个什么样的社区团购模式?互联网巨头们的创新应该指向哪里?这些问题的解答,远远没有尽头。</span></p><p><strong><span>01</span></strong></p><p><strong><span>社区团购兴起之后</span></strong></p><p><strong><span>客流下降是没法阻挡的大趋势</span></strong></p><p><span>我姓白,江苏人,我是85年的,现在主要是做水果生意,店在苏州,一共有9家门店,都是300平以上的卖场。我自己也做短视频,也发表一些言论,现在有4万多,5万不到的粉丝,我也发一些这种东西,很多人都会跟我反映,今年生意是做不下去的,首先是疫情,然后本来生意就不好,现在出现这个东西,好多人都想转型不做了,很多想创业的年轻人,想做这个行业的年轻人都退缩了,都不做了。</span></p><p><span>我刚开始进入这个行业的时候,实体经济正火,投进去的钱差不多半年可以回本,那个时候电商还没有涉及到生鲜领域,这几年物流、存储水平等条件提高虽然为电商生鲜提供了基础,但都还在实体店的承受能力范围内,大家你赚你的我赚我的。</span></p><p><span>而这次疫情打破了社区团购和我们这种门店的平衡,本土社区团购借着疫情赚了一笔,我们实体店是客流量大幅减少。</span><strong><span>之后美团、滴滴、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等资本进入,2个月的时间,本土的社区团购就“死伤一片”,因为这些资本巨头的东西很便宜,而用户又只认价格。</span></strong></p><p><span>我从数据上发现,店里今年基本上同比去年11月份,客流量下降了10%。</span></p><p><span>下降的一部分原因是今年确实消费下降,包括客单价,客流量都稍微下降了。但是</span><strong><span>社区团购兴起之后,数据下降的更明显一点。11月份时候,我9家店只有一家店是盈利的</span></strong><span>,其他每家店基本上都亏个两万块钱,刨去人工、水电、房租就亏了两万块钱左右。</span></p><p><span>我的一个给美团做供应链的朋友告诉我:美团在苏州的一个仓每天出货水果+蔬菜的订单量有7-8w单,这个数据接下来有可能还会继续增长。现在对于实体店来说,客流下降肯定是大趋势,这是没法阻挡的。</span></p><p><strong><span>02</span></strong></p><p><strong><span>个体户没有任何竞争力</span></strong></p><p><strong><span>只能眼睁睁看着</span></strong></p><p><span>其实现在,我们大部分的实体店都在观望。我们第一在观望这些平台到底能做成什么样子,因为如今各大平台现在还在打仗,处于价格补贴大战当中。他们到底能做成什么样子,我们一切未知。</span><strong><span>有一部分实体店已经加入了社区团购的提货点,但更多的实体店还在观望。</span></strong></p><p><strong><span>我们发现有些实体店在等国家政策,他们考虑到11月10号开始征集的反垄断意见,国家会不会在年前出台一些政策呢?一切需要等待。</span></strong></p><p><span>而至于实体店本身,到底怎样变革或者有何思路去挽回这些客流,我也不知道,很迷茫。</span></p><p><span>其实我们这些个体户的能力是非常非常有限的。我们个体户没有强大的资本,也没有很强大的能力和思路去做这些事情。在这种高补贴价格优势情况下怎么应对,我们都是底层老百姓,想不出太好的办法。</span><strong><span>大家基本上就没有任何竞争力,只能眼睁睁地看着。</span></strong></p><p><span>现在大部分的实体店都在缩减成本,比如之前租200平的现在降低到租100平,原来用10个人,现在降到5个人,还有一部分人过完年就有可能会把店关掉,因为确实没什么赚头。我有三家门面缩减了门脸分租出去了。</span></p><p><strong><span>03</span></strong></p><p><strong><span>生意看不到发展点</span></strong></p><p><strong><span>很焦虑,看不到前景</span></strong></p><p><span>去年我手里的店加起来有超过150个员工,但是今年有些店面不得不缩小门面,缩减员工,现在员工加起来,包括办公室的,包括总仓库的人员,加起来有一百二三十个员工,一百多个员工,一个月工资就得花个60万左右。这还不算房租、水电等等。</span></p><p><span>我们员工的平均工资在5000块钱左右,年龄在25以下偏多,因为25岁以上的人需要养家,这点钱是不够的。</span><span>在前几年做的时候,生意确实是比较好,那时候我从2015年开始做的时候,生意是比较好,员工也是比较积极的,因为公司在发展,一直在开店,员工跟干着也有劲,可以去当店长,甚至可以去入股,但是现在事业停滞不前,公司一直走下坡路的时候,他们现在到手也就五千多块钱,租个房子,抛去一天的吃喝拉撒,其实到头来剩不了多少钱。现在业绩不行,一直在走下坡路。包括我自己一直都很焦虑,看不到前景。</span></p><p><strong><span>现在其实关键焦虑的在哪里?焦虑的就是你的生意看不到发展点,你可能今年赚个150万,明年可能就赚100万,但可能后年慢慢变成80万,但如果到了80万的话,我的支出可能就抵不上我的收入了。</span></strong><span>我虽然开了9家店,但压力还是很大,家里小孩现在2岁多,快要到上学的年纪,我光还房贷,就要还到40多万,如果哪天收入不稳定,因为做生意现在不确定性因素太多了,如果你收入未来5年没法持续上升的话,生活会变得非常焦虑的。我做水果店有5年了,到现在这9家店成本还没有收回来。</span></p><p><span>我们店里大多是一些年轻人,一个月虽然到手有5000多,但除去房租、吃饭等等开销,到头来剩不下来多少。一个年轻人在外打工,一年下来就攒个2万块钱,而且是在非常省吃俭用的情况下。</span></p><p><strong><span>04</span></strong></p><p><strong><span>社区团购本身是正确的</span></strong></p><p><strong><span>但资本垄断打破了原有市场秩序</span></strong></p><p><strong><span>我是不会考虑和社区团购这些巨头合作的,因为首先它跟我的产品,卖的东西是高度重叠的,它主要也是卖生鲜,我也是主要卖生鲜,然后我的东西在品质上是有优势的,但是在价格上完全打不过它。</span></strong><span>虽然可能说有的其它店和它合作,可能会说带一些人流过来,买一些你其它的东西,但是我身边很多人跟他们合作完之后,其实第一带不了多少流量,第二,很多客户进了店之后不会买你的其它东西,比如你跟它水果店合作以后,它线上有水果卖,所以他不会买你的水果,有些便利店,我有朋友做便利店烟酒店的,他也不会买你的东西,因为它平台上什么都有。</span></p><p><span>一天下来,当初说好10个点到十几个点,有一个提货的费用,但是提货的人很多,但是金额非常非常低,就是每一单的单价都在两三块钱,两三块钱,即使一天有很多人来提货,其实也赚不了多少钱,你说10%的话,100个人过来就300块,10%,也就30块钱。</span></p><p><strong><span>合作以后我们就是纯粹的提货点,有的实体商家寄希望于他们带来客流量,带动一下店里面其它单品的消费。</span></strong><span>比如他到我们店里买了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后,他在线上下单买了苹果之后,到我们店里面可能买点橘子买点其它的,但是都不太现实。</span></p><p><span>我的朋友有在给他们做供应链,一天的话,要往苏州仓发几万单的水果和蔬菜,他们做供应链其实利润是可以的,是有利润的。他们是不亏的,然后亏的只是他们平台在补贴。有一些同行还在做批发市场、做档口,因为实体店生意不好了之后,他们批发生意也非常非常差。我们这一条线都受影响,包括水果产地那边也会受影响,因为它卖的价格实在太便宜,也会影响到产地的收购价格。</span></p><p><strong><span>现在很多人投诉就是美团、拼多多平台上面出来的东西很差,其实就是他们的很多东西标准远远低于我们实体店卖货的标准,很多实体店这种东西是不卖的,因为这种东西太差,但是它成本低,买到手只需要5毛钱,1毛钱,1块钱,客户可能也不会有太大的期望。</span></strong><span>而且现在做供应链的,对于他们来说是有钱赚的,他们不会说我为了你们实体店不去给他们供货,不可能。</span></p><p><span>其实我认为,社区团购是正确的模式,不是很差的模式。它都是线上预售,下线配送,中间节省了物流成本、配送成本等等,对于老百姓来讲也能从中受到一些优惠,所以本身这个模式是对的,但是</span><strong><span>目前的问题是资本大佬们进场之后这种垄断、高补贴的非正常方式,让普通实体店家受不了,这打破了原有的市场秩序。</span></strong></p><p><span>我发现,这些互联网社区团购对于年轻一代的创业选择也正产生着很大的影响。今年上半年疫情影响了一拨人,很多人因为疫情因素下岗了,或者做生意亏损了。</span><strong><span>大家在上半年的时候还会想想做做水果店,因为门槛比较低。现在有社区团购出现之后,我身边有很多想创业的年轻人,就不会考虑这个项目了。</span></strong></p><p><span>- END -</span></p><p><img src=\"https://static.tigerbbs.com/9ff710cbe28e49499e1926f0bb32b278\"/></p><p><span><strong><span>凤凰网财经官方微信 ID:</span></strong><strong><span>finance_ifeng</span></strong></span></p><p><span><strong>喜欢此文,欢迎<span>转发</span>和点</strong><strong><span>在看</span></strong><strong>支持凤财君</strong></span><img src=\"https://static.tigerbbs.com/595ab1f3c98d4ac19799e0ed616838ec\"/></p>\n</div></body></html>","source":"weixin_highlight","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>社区团购冲击下的水果店主:现在看不到希望,真看不到希望</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社区团购冲击下的水果店主:现在看不到希望,真看不到希望\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/56\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/397f412d4db44a7c819104db445d2a74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网财经 </p>\n<p class=\"h-time\">2020-12-14 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/2b79438ec8d6405bac347d4bb770dd4c\"/></p><p><span>来源:凤凰网财经(公号ID:finance_ifeng)</span></p><p><strong><span>编者按:</span></strong></p><p><span>当互联网巨头们依靠资本的力量涌入社区团购,依靠补贴和低价获取市场份额,惦记几捆白菜,几斤水果时,那些扎根在小区周围的店主们经历了什么样的遭遇?带着这个疑问,凤凰网财经近日采访了江苏苏州的一位水果店主白先生,作为有9家门店的水果老板,白先生并不符合我们对小区店主的传统印象,然而受访时,他都表达了自己的焦虑,感觉看不到前景。</span></p><p><span>白先生说,对于社区团购这个模式,他认为是对的,不是很差的模式,它都是线上预售,下线配送,中间节省了物流成本、配送成本等等,对于<a href=\"https://laohu8.com/S/603883\">老百姓</a>来讲也能从中受到一些优惠,所以本身这个模式是对的,但是目前的问题是资本大佬们进场之后这种垄断、高补贴的非正常方式,让普通实体店家受不了,这打破了原有的市场秩序。</span></p><p><span>我们需要一个什么样的社区团购模式?互联网巨头们的创新应该指向哪里?这些问题的解答,远远没有尽头。</span></p><p><strong><span>01</span></strong></p><p><strong><span>社区团购兴起之后</span></strong></p><p><strong><span>客流下降是没法阻挡的大趋势</span></strong></p><p><span>我姓白,江苏人,我是85年的,现在主要是做水果生意,店在苏州,一共有9家门店,都是300平以上的卖场。我自己也做短视频,也发表一些言论,现在有4万多,5万不到的粉丝,我也发一些这种东西,很多人都会跟我反映,今年生意是做不下去的,首先是疫情,然后本来生意就不好,现在出现这个东西,好多人都想转型不做了,很多想创业的年轻人,想做这个行业的年轻人都退缩了,都不做了。</span></p><p><span>我刚开始进入这个行业的时候,实体经济正火,投进去的钱差不多半年可以回本,那个时候电商还没有涉及到生鲜领域,这几年物流、存储水平等条件提高虽然为电商生鲜提供了基础,但都还在实体店的承受能力范围内,大家你赚你的我赚我的。</span></p><p><span>而这次疫情打破了社区团购和我们这种门店的平衡,本土社区团购借着疫情赚了一笔,我们实体店是客流量大幅减少。</span><strong><span>之后美团、滴滴、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等资本进入,2个月的时间,本土的社区团购就“死伤一片”,因为这些资本巨头的东西很便宜,而用户又只认价格。</span></strong></p><p><span>我从数据上发现,店里今年基本上同比去年11月份,客流量下降了10%。</span></p><p><span>下降的一部分原因是今年确实消费下降,包括客单价,客流量都稍微下降了。但是</span><strong><span>社区团购兴起之后,数据下降的更明显一点。11月份时候,我9家店只有一家店是盈利的</span></strong><span>,其他每家店基本上都亏个两万块钱,刨去人工、水电、房租就亏了两万块钱左右。</span></p><p><span>我的一个给美团做供应链的朋友告诉我:美团在苏州的一个仓每天出货水果+蔬菜的订单量有7-8w单,这个数据接下来有可能还会继续增长。现在对于实体店来说,客流下降肯定是大趋势,这是没法阻挡的。</span></p><p><strong><span>02</span></strong></p><p><strong><span>个体户没有任何竞争力</span></strong></p><p><strong><span>只能眼睁睁看着</span></strong></p><p><span>其实现在,我们大部分的实体店都在观望。我们第一在观望这些平台到底能做成什么样子,因为如今各大平台现在还在打仗,处于价格补贴大战当中。他们到底能做成什么样子,我们一切未知。</span><strong><span>有一部分实体店已经加入了社区团购的提货点,但更多的实体店还在观望。</span></strong></p><p><strong><span>我们发现有些实体店在等国家政策,他们考虑到11月10号开始征集的反垄断意见,国家会不会在年前出台一些政策呢?一切需要等待。</span></strong></p><p><span>而至于实体店本身,到底怎样变革或者有何思路去挽回这些客流,我也不知道,很迷茫。</span></p><p><span>其实我们这些个体户的能力是非常非常有限的。我们个体户没有强大的资本,也没有很强大的能力和思路去做这些事情。在这种高补贴价格优势情况下怎么应对,我们都是底层老百姓,想不出太好的办法。</span><strong><span>大家基本上就没有任何竞争力,只能眼睁睁地看着。</span></strong></p><p><span>现在大部分的实体店都在缩减成本,比如之前租200平的现在降低到租100平,原来用10个人,现在降到5个人,还有一部分人过完年就有可能会把店关掉,因为确实没什么赚头。我有三家门面缩减了门脸分租出去了。</span></p><p><strong><span>03</span></strong></p><p><strong><span>生意看不到发展点</span></strong></p><p><strong><span>很焦虑,看不到前景</span></strong></p><p><span>去年我手里的店加起来有超过150个员工,但是今年有些店面不得不缩小门面,缩减员工,现在员工加起来,包括办公室的,包括总仓库的人员,加起来有一百二三十个员工,一百多个员工,一个月工资就得花个60万左右。这还不算房租、水电等等。</span></p><p><span>我们员工的平均工资在5000块钱左右,年龄在25以下偏多,因为25岁以上的人需要养家,这点钱是不够的。</span><span>在前几年做的时候,生意确实是比较好,那时候我从2015年开始做的时候,生意是比较好,员工也是比较积极的,因为公司在发展,一直在开店,员工跟干着也有劲,可以去当店长,甚至可以去入股,但是现在事业停滞不前,公司一直走下坡路的时候,他们现在到手也就五千多块钱,租个房子,抛去一天的吃喝拉撒,其实到头来剩不了多少钱。现在业绩不行,一直在走下坡路。包括我自己一直都很焦虑,看不到前景。</span></p><p><strong><span>现在其实关键焦虑的在哪里?焦虑的就是你的生意看不到发展点,你可能今年赚个150万,明年可能就赚100万,但可能后年慢慢变成80万,但如果到了80万的话,我的支出可能就抵不上我的收入了。</span></strong><span>我虽然开了9家店,但压力还是很大,家里小孩现在2岁多,快要到上学的年纪,我光还房贷,就要还到40多万,如果哪天收入不稳定,因为做生意现在不确定性因素太多了,如果你收入未来5年没法持续上升的话,生活会变得非常焦虑的。我做水果店有5年了,到现在这9家店成本还没有收回来。</span></p><p><span>我们店里大多是一些年轻人,一个月虽然到手有5000多,但除去房租、吃饭等等开销,到头来剩不下来多少。一个年轻人在外打工,一年下来就攒个2万块钱,而且是在非常省吃俭用的情况下。</span></p><p><strong><span>04</span></strong></p><p><strong><span>社区团购本身是正确的</span></strong></p><p><strong><span>但资本垄断打破了原有市场秩序</span></strong></p><p><strong><span>我是不会考虑和社区团购这些巨头合作的,因为首先它跟我的产品,卖的东西是高度重叠的,它主要也是卖生鲜,我也是主要卖生鲜,然后我的东西在品质上是有优势的,但是在价格上完全打不过它。</span></strong><span>虽然可能说有的其它店和它合作,可能会说带一些人流过来,买一些你其它的东西,但是我身边很多人跟他们合作完之后,其实第一带不了多少流量,第二,很多客户进了店之后不会买你的其它东西,比如你跟它水果店合作以后,它线上有水果卖,所以他不会买你的水果,有些便利店,我有朋友做便利店烟酒店的,他也不会买你的东西,因为它平台上什么都有。</span></p><p><span>一天下来,当初说好10个点到十几个点,有一个提货的费用,但是提货的人很多,但是金额非常非常低,就是每一单的单价都在两三块钱,两三块钱,即使一天有很多人来提货,其实也赚不了多少钱,你说10%的话,100个人过来就300块,10%,也就30块钱。</span></p><p><strong><span>合作以后我们就是纯粹的提货点,有的实体商家寄希望于他们带来客流量,带动一下店里面其它单品的消费。</span></strong><span>比如他到我们店里买了<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后,他在线上下单买了苹果之后,到我们店里面可能买点橘子买点其它的,但是都不太现实。</span></p><p><span>我的朋友有在给他们做供应链,一天的话,要往苏州仓发几万单的水果和蔬菜,他们做供应链其实利润是可以的,是有利润的。他们是不亏的,然后亏的只是他们平台在补贴。有一些同行还在做批发市场、做档口,因为实体店生意不好了之后,他们批发生意也非常非常差。我们这一条线都受影响,包括水果产地那边也会受影响,因为它卖的价格实在太便宜,也会影响到产地的收购价格。</span></p><p><strong><span>现在很多人投诉就是美团、拼多多平台上面出来的东西很差,其实就是他们的很多东西标准远远低于我们实体店卖货的标准,很多实体店这种东西是不卖的,因为这种东西太差,但是它成本低,买到手只需要5毛钱,1毛钱,1块钱,客户可能也不会有太大的期望。</span></strong><span>而且现在做供应链的,对于他们来说是有钱赚的,他们不会说我为了你们实体店不去给他们供货,不可能。</span></p><p><span>其实我认为,社区团购是正确的模式,不是很差的模式。它都是线上预售,下线配送,中间节省了物流成本、配送成本等等,对于老百姓来讲也能从中受到一些优惠,所以本身这个模式是对的,但是</span><strong><span>目前的问题是资本大佬们进场之后这种垄断、高补贴的非正常方式,让普通实体店家受不了,这打破了原有的市场秩序。</span></strong></p><p><span>我发现,这些互联网社区团购对于年轻一代的创业选择也正产生着很大的影响。今年上半年疫情影响了一拨人,很多人因为疫情因素下岗了,或者做生意亏损了。</span><strong><span>大家在上半年的时候还会想想做做水果店,因为门槛比较低。现在有社区团购出现之后,我身边有很多想创业的年轻人,就不会考虑这个项目了。</span></strong></p><p><span>- END -</span></p><p><img src=\"https://static.tigerbbs.com/9ff710cbe28e49499e1926f0bb32b278\"/></p><p><span><strong><span>凤凰网财经官方微信 ID:</span></strong><strong><span>finance_ifeng</span></strong></span></p><p><span><strong>喜欢此文,欢迎<span>转发</span>和点</strong><strong><span>在看</span></strong><strong>支持凤财君</strong></span><img src=\"https://static.tigerbbs.com/595ab1f3c98d4ac19799e0ed616838ec\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"03690":"美团-W","PDD":"拼多多"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU5ODU1Mjg5Nw==&mid=2247547561&idx=1&sn=42971c0e4b891cf92765a8046efdf2a4&chksm=fe400287c9378b916d9ed29352c3b94554a835d7be1edd65887a47aee81ac65c3be557a31685&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2091847567","content_text":"来源:凤凰网财经(公号ID:finance_ifeng)编者按:当互联网巨头们依靠资本的力量涌入社区团购,依靠补贴和低价获取市场份额,惦记几捆白菜,几斤水果时,那些扎根在小区周围的店主们经历了什么样的遭遇?带着这个疑问,凤凰网财经近日采访了江苏苏州的一位水果店主白先生,作为有9家门店的水果老板,白先生并不符合我们对小区店主的传统印象,然而受访时,他都表达了自己的焦虑,感觉看不到前景。白先生说,对于社区团购这个模式,他认为是对的,不是很差的模式,它都是线上预售,下线配送,中间节省了物流成本、配送成本等等,对于老百姓来讲也能从中受到一些优惠,所以本身这个模式是对的,但是目前的问题是资本大佬们进场之后这种垄断、高补贴的非正常方式,让普通实体店家受不了,这打破了原有的市场秩序。我们需要一个什么样的社区团购模式?互联网巨头们的创新应该指向哪里?这些问题的解答,远远没有尽头。01社区团购兴起之后客流下降是没法阻挡的大趋势我姓白,江苏人,我是85年的,现在主要是做水果生意,店在苏州,一共有9家门店,都是300平以上的卖场。我自己也做短视频,也发表一些言论,现在有4万多,5万不到的粉丝,我也发一些这种东西,很多人都会跟我反映,今年生意是做不下去的,首先是疫情,然后本来生意就不好,现在出现这个东西,好多人都想转型不做了,很多想创业的年轻人,想做这个行业的年轻人都退缩了,都不做了。我刚开始进入这个行业的时候,实体经济正火,投进去的钱差不多半年可以回本,那个时候电商还没有涉及到生鲜领域,这几年物流、存储水平等条件提高虽然为电商生鲜提供了基础,但都还在实体店的承受能力范围内,大家你赚你的我赚我的。而这次疫情打破了社区团购和我们这种门店的平衡,本土社区团购借着疫情赚了一笔,我们实体店是客流量大幅减少。之后美团、滴滴、拼多多等资本进入,2个月的时间,本土的社区团购就“死伤一片”,因为这些资本巨头的东西很便宜,而用户又只认价格。我从数据上发现,店里今年基本上同比去年11月份,客流量下降了10%。下降的一部分原因是今年确实消费下降,包括客单价,客流量都稍微下降了。但是社区团购兴起之后,数据下降的更明显一点。11月份时候,我9家店只有一家店是盈利的,其他每家店基本上都亏个两万块钱,刨去人工、水电、房租就亏了两万块钱左右。我的一个给美团做供应链的朋友告诉我:美团在苏州的一个仓每天出货水果+蔬菜的订单量有7-8w单,这个数据接下来有可能还会继续增长。现在对于实体店来说,客流下降肯定是大趋势,这是没法阻挡的。02个体户没有任何竞争力只能眼睁睁看着其实现在,我们大部分的实体店都在观望。我们第一在观望这些平台到底能做成什么样子,因为如今各大平台现在还在打仗,处于价格补贴大战当中。他们到底能做成什么样子,我们一切未知。有一部分实体店已经加入了社区团购的提货点,但更多的实体店还在观望。我们发现有些实体店在等国家政策,他们考虑到11月10号开始征集的反垄断意见,国家会不会在年前出台一些政策呢?一切需要等待。而至于实体店本身,到底怎样变革或者有何思路去挽回这些客流,我也不知道,很迷茫。其实我们这些个体户的能力是非常非常有限的。我们个体户没有强大的资本,也没有很强大的能力和思路去做这些事情。在这种高补贴价格优势情况下怎么应对,我们都是底层老百姓,想不出太好的办法。大家基本上就没有任何竞争力,只能眼睁睁地看着。现在大部分的实体店都在缩减成本,比如之前租200平的现在降低到租100平,原来用10个人,现在降到5个人,还有一部分人过完年就有可能会把店关掉,因为确实没什么赚头。我有三家门面缩减了门脸分租出去了。03生意看不到发展点很焦虑,看不到前景去年我手里的店加起来有超过150个员工,但是今年有些店面不得不缩小门面,缩减员工,现在员工加起来,包括办公室的,包括总仓库的人员,加起来有一百二三十个员工,一百多个员工,一个月工资就得花个60万左右。这还不算房租、水电等等。我们员工的平均工资在5000块钱左右,年龄在25以下偏多,因为25岁以上的人需要养家,这点钱是不够的。在前几年做的时候,生意确实是比较好,那时候我从2015年开始做的时候,生意是比较好,员工也是比较积极的,因为公司在发展,一直在开店,员工跟干着也有劲,可以去当店长,甚至可以去入股,但是现在事业停滞不前,公司一直走下坡路的时候,他们现在到手也就五千多块钱,租个房子,抛去一天的吃喝拉撒,其实到头来剩不了多少钱。现在业绩不行,一直在走下坡路。包括我自己一直都很焦虑,看不到前景。现在其实关键焦虑的在哪里?焦虑的就是你的生意看不到发展点,你可能今年赚个150万,明年可能就赚100万,但可能后年慢慢变成80万,但如果到了80万的话,我的支出可能就抵不上我的收入了。我虽然开了9家店,但压力还是很大,家里小孩现在2岁多,快要到上学的年纪,我光还房贷,就要还到40多万,如果哪天收入不稳定,因为做生意现在不确定性因素太多了,如果你收入未来5年没法持续上升的话,生活会变得非常焦虑的。我做水果店有5年了,到现在这9家店成本还没有收回来。我们店里大多是一些年轻人,一个月虽然到手有5000多,但除去房租、吃饭等等开销,到头来剩不下来多少。一个年轻人在外打工,一年下来就攒个2万块钱,而且是在非常省吃俭用的情况下。04社区团购本身是正确的但资本垄断打破了原有市场秩序我是不会考虑和社区团购这些巨头合作的,因为首先它跟我的产品,卖的东西是高度重叠的,它主要也是卖生鲜,我也是主要卖生鲜,然后我的东西在品质上是有优势的,但是在价格上完全打不过它。虽然可能说有的其它店和它合作,可能会说带一些人流过来,买一些你其它的东西,但是我身边很多人跟他们合作完之后,其实第一带不了多少流量,第二,很多客户进了店之后不会买你的其它东西,比如你跟它水果店合作以后,它线上有水果卖,所以他不会买你的水果,有些便利店,我有朋友做便利店烟酒店的,他也不会买你的东西,因为它平台上什么都有。一天下来,当初说好10个点到十几个点,有一个提货的费用,但是提货的人很多,但是金额非常非常低,就是每一单的单价都在两三块钱,两三块钱,即使一天有很多人来提货,其实也赚不了多少钱,你说10%的话,100个人过来就300块,10%,也就30块钱。合作以后我们就是纯粹的提货点,有的实体商家寄希望于他们带来客流量,带动一下店里面其它单品的消费。比如他到我们店里买了苹果之后,他在线上下单买了苹果之后,到我们店里面可能买点橘子买点其它的,但是都不太现实。我的朋友有在给他们做供应链,一天的话,要往苏州仓发几万单的水果和蔬菜,他们做供应链其实利润是可以的,是有利润的。他们是不亏的,然后亏的只是他们平台在补贴。有一些同行还在做批发市场、做档口,因为实体店生意不好了之后,他们批发生意也非常非常差。我们这一条线都受影响,包括水果产地那边也会受影响,因为它卖的价格实在太便宜,也会影响到产地的收购价格。现在很多人投诉就是美团、拼多多平台上面出来的东西很差,其实就是他们的很多东西标准远远低于我们实体店卖货的标准,很多实体店这种东西是不卖的,因为这种东西太差,但是它成本低,买到手只需要5毛钱,1毛钱,1块钱,客户可能也不会有太大的期望。而且现在做供应链的,对于他们来说是有钱赚的,他们不会说我为了你们实体店不去给他们供货,不可能。其实我认为,社区团购是正确的模式,不是很差的模式。它都是线上预售,下线配送,中间节省了物流成本、配送成本等等,对于老百姓来讲也能从中受到一些优惠,所以本身这个模式是对的,但是目前的问题是资本大佬们进场之后这种垄断、高补贴的非正常方式,让普通实体店家受不了,这打破了原有的市场秩序。我发现,这些互联网社区团购对于年轻一代的创业选择也正产生着很大的影响。今年上半年疫情影响了一拨人,很多人因为疫情因素下岗了,或者做生意亏损了。大家在上半年的时候还会想想做做水果店,因为门槛比较低。现在有社区团购出现之后,我身边有很多想创业的年轻人,就不会考虑这个项目了。- 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target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 前言:本文将用横向对比和纵向对比的方法,从价值分析和业务分析两个维度来探讨阿里、亚马逊、京东和拼多多的价值风格属性和成长风格属性。价值分析主要从相对估值和财务比率两个角度来进行,而业务分析则逐步拆解他们的核心业务,来分析成长性的问题。 观点聚焦: 一、“亚里京多”相对估值和财务分析 二、业务分析角度谈阿里巴巴的成长性 贝瑞研究声明:本文共计6700字,文中观点基于公开数据,不作为直接购投资建议,仅供交流探讨。 福利提示:欢迎贝瑞研究的读者转发此篇文章,凭转发截图并扫码添加文末贝瑞运营助理,确认后可免费享有兑换贝瑞研究一篇付费个股研报的权益(一个月内有效),也欢迎读者与您的朋友申请进入贝瑞读者交流群,享受更新更快的垂直投研交流与探讨。 如果我问你,2020年成长股和价值股谁的表现好?你肯定说:这还用问,不管A股还是美股,成长股都大幅跑赢价值股。美股的FAANG,A股的科技医药,那都是一骑绝乘,银行地产开着特斯拉也追不上。 你说的一点都没错。 如果我再问你,过去十年成长股和价值股谁的表现好?你大概会想几分钟,然后回答:应该还是成长股吧。 那么,你又答对了。下图是2010年4月1日到2020年3月31日罗素价值股指数和成长股指数的对比。过去十年内罗素200成长指数达到257.9%的收益率,而同期罗素200价值指数跑输","listText":"阿里、亚马逊、京东和拼多多,谁是价值股和成长股二合一?<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 前言:本文将用横向对比和纵向对比的方法,从价值分析和业务分析两个维度来探讨阿里、亚马逊、京东和拼多多的价值风格属性和成长风格属性。价值分析主要从相对估值和财务比率两个角度来进行,而业务分析则逐步拆解他们的核心业务,来分析成长性的问题。 观点聚焦: 一、“亚里京多”相对估值和财务分析 二、业务分析角度谈阿里巴巴的成长性 贝瑞研究声明:本文共计6700字,文中观点基于公开数据,不作为直接购投资建议,仅供交流探讨。 福利提示:欢迎贝瑞研究的读者转发此篇文章,凭转发截图并扫码添加文末贝瑞运营助理,确认后可免费享有兑换贝瑞研究一篇付费个股研报的权益(一个月内有效),也欢迎读者与您的朋友申请进入贝瑞读者交流群,享受更新更快的垂直投研交流与探讨。 如果我问你,2020年成长股和价值股谁的表现好?你肯定说:这还用问,不管A股还是美股,成长股都大幅跑赢价值股。美股的FAANG,A股的科技医药,那都是一骑绝乘,银行地产开着特斯拉也追不上。 你说的一点都没错。 如果我再问你,过去十年成长股和价值股谁的表现好?你大概会想几分钟,然后回答:应该还是成长股吧。 那么,你又答对了。下图是2010年4月1日到2020年3月31日罗素价值股指数和成长股指数的对比。过去十年内罗素200成长指数达到257.9%的收益率,而同期罗素200价值指数跑输","text":"阿里、亚马逊、京东和拼多多,谁是价值股和成长股二合一?$拼多多(PDD)$$阿里巴巴(BABA)$$京东(JD)$ 前言:本文将用横向对比和纵向对比的方法,从价值分析和业务分析两个维度来探讨阿里、亚马逊、京东和拼多多的价值风格属性和成长风格属性。价值分析主要从相对估值和财务比率两个角度来进行,而业务分析则逐步拆解他们的核心业务,来分析成长性的问题。 观点聚焦: 一、“亚里京多”相对估值和财务分析 二、业务分析角度谈阿里巴巴的成长性 贝瑞研究声明:本文共计6700字,文中观点基于公开数据,不作为直接购投资建议,仅供交流探讨。 福利提示:欢迎贝瑞研究的读者转发此篇文章,凭转发截图并扫码添加文末贝瑞运营助理,确认后可免费享有兑换贝瑞研究一篇付费个股研报的权益(一个月内有效),也欢迎读者与您的朋友申请进入贝瑞读者交流群,享受更新更快的垂直投研交流与探讨。 如果我问你,2020年成长股和价值股谁的表现好?你肯定说:这还用问,不管A股还是美股,成长股都大幅跑赢价值股。美股的FAANG,A股的科技医药,那都是一骑绝乘,银行地产开着特斯拉也追不上。 你说的一点都没错。 如果我再问你,过去十年成长股和价值股谁的表现好?你大概会想几分钟,然后回答:应该还是成长股吧。 那么,你又答对了。下图是2010年4月1日到2020年3月31日罗素价值股指数和成长股指数的对比。过去十年内罗素200成长指数达到257.9%的收益率,而同期罗素200价值指数跑输","images":[{"img":"https://static.tigerbbs.com/79d80d18a36e4ad3953e35e9f5d980d6","width":"933","height":"680"},{"img":"https://static.tigerbbs.com/3122e892f8754e1db28c2f17eb27d493","width":"828","height":"398"},{"img":"https://static.tigerbbs.com/77b66174bf8b475ea1fcd720ecb50bd7","width":"963","height":"551"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942004525","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":30,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836350226,"gmtCreate":1629458337665,"gmtModify":1629458337665,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"就得去了自动","listText":"就得去了自动","text":"就得去了自动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836350226","repostId":"1140455910","repostType":4,"isVote":1,"tweetType":1,"viewCount":2311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194398635,"gmtCreate":1621340630727,"gmtModify":1621340630727,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"预期普遍很高,就不好办了。","listText":"预期普遍很高,就不好办了。","text":"预期普遍很高,就不好办了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194398635","repostId":"1107640889","repostType":4,"repost":{"id":"1107640889","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":1620894436,"share":"https://www.laohu8.com/m/news/1107640889?lang=&edition=full","pubTime":"2021-05-13 16:27","market":"hk","language":"zh","title":"财报前瞻:组织密集调整后,京东Q1表现如何?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107640889","media":"老虎资讯综合","summary":"京东将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在1","content":"<p><a href=\"https://laohu8.com/S/JD\">京东</a>将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在19%左右。</p><p><img src=\"https://static.tigerbbs.com/909f906ffa9f3902df80affcad54f27f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>上季度回顾</b></p><p>京东2020年第四季度财报要核心业绩指标均超出市场预期,其中营收为2243亿元,同比增长31.4%,净利润24亿元 同比增长200%。截至2020年12月31日,京东过去12个月的活跃购买用户数达到4.719亿,全年净增了近1.1亿活跃用户,超过80%的新增活跃用户来自于下沉市场。</p><p><img src=\"https://static.tigerbbs.com/3608861c829bf6afbfa807d01ce9f57c\" tg-width=\"1196\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><b>京东Q1看点</b></p><p>京东Q1营收有望实现强劲增长,市场普遍预计增速将在30%以上,利润率略微下滑。这归功于用户心智的提升和就地过年倡议下商户参与度的提升。随着时间的推移,京东在疫情期间增加了大量的新客户。由于旅游限制,春节期间网上购物活动增多,可能进一步推动了这一趋势。国家统计局数据显示一季度全国网上零售额达2.81万亿元,同比增长29.9%,两年平均增长13.5%。随着京东加大对京喜旗下社交电子商务、便利店和社区团购业务的投资,营业利润率可能下降。市场共识估计,当京东削减疫情开支后,非GAAP营业利润将比去年同期下降21%。</p><p><img src=\"https://static.tigerbbs.com/e89e7484bb756aea32c505e716db9d76\" tg-width=\"1785\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p>落实全渠道战略,加大社区团购等新业务投入。京东向低线城市扩张业务的潜力可观,去年12月调整组织架构,将京喜拼拼、新通路等多个下沉市场事业部整合进京喜事业群,一季度正式发力社区团购,截至3月份已进入15个省份。据草根调研,3月京喜拼拼日均单量达200万件,环比增长近150%,规模增长超出市场预期。2021年京东可能在团购电商、获客和提升物流能力方面加大投资。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>预计,在向低线城市扩张业务以及扩充产品类别的推动下,京东2021年活跃客户账户数或同比增长19%至5.62亿。</p><p><img src=\"https://static.tigerbbs.com/8931f35bf84c135f828eb4adf8c891e8\" tg-width=\"1414\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>“二选一”被取缔,3P长期供给空间打开。阿里182亿元处罚落地,反垄断监管持续发酵,预计“二选一”行为将被严格取缔,电商行业迎回相对公平的竞争环境。根据<a href=\"https://laohu8.com/S/600030\">中信证券</a>对商家的调研,服装等品类有部分品牌已回流至京东平台开店,尽管反映到公司财务数据的增长仍需时日,但考虑到“二选一”中被强管控的KA品牌与京东品牌电商的定位契合、京东次日达的物流服务是对天猫场景(3-5日达)的有效补充,“二选一”被取缔将在长期打开3P平台的供给空间。预计京东Q1 的 3P 增速将保持强劲增长,尤其是服装、化妆品等可选消费。</p><p><img src=\"https://static.tigerbbs.com/04c5af8f1ff14c08201d0d85eeb1bc2b\" tg-width=\"1037\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p><b>分析师预测</b></p><p>根据彭博一致预期,京东2021年第一季度营收为1919.6亿元,同比增长31.2%;调整后净利润为36.33亿元,同比增长22.2%;调整后EPS为2.152元,同比增长8.7%。</p><p>彭博调查的54位分析师中有52位给京东买入评级,2位给出持有评级。</p><p><img src=\"https://static.tigerbbs.com/8122b1be1f72c35c6892ed7d06fc9cd3\" tg-width=\"731\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><table></table>","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>财报前瞻:组织密集调整后,京东Q1表现如何?</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财报前瞻:组织密集调整后,京东Q1表现如何?\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\">2021-05-13 16:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在19%左右。</p><p><img src=\"https://static.tigerbbs.com/909f906ffa9f3902df80affcad54f27f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>上季度回顾</b></p><p>京东2020年第四季度财报要核心业绩指标均超出市场预期,其中营收为2243亿元,同比增长31.4%,净利润24亿元 同比增长200%。截至2020年12月31日,京东过去12个月的活跃购买用户数达到4.719亿,全年净增了近1.1亿活跃用户,超过80%的新增活跃用户来自于下沉市场。</p><p><img src=\"https://static.tigerbbs.com/3608861c829bf6afbfa807d01ce9f57c\" tg-width=\"1196\" tg-height=\"487\" referrerpolicy=\"no-referrer\"></p><p><b>京东Q1看点</b></p><p>京东Q1营收有望实现强劲增长,市场普遍预计增速将在30%以上,利润率略微下滑。这归功于用户心智的提升和就地过年倡议下商户参与度的提升。随着时间的推移,京东在疫情期间增加了大量的新客户。由于旅游限制,春节期间网上购物活动增多,可能进一步推动了这一趋势。国家统计局数据显示一季度全国网上零售额达2.81万亿元,同比增长29.9%,两年平均增长13.5%。随着京东加大对京喜旗下社交电子商务、便利店和社区团购业务的投资,营业利润率可能下降。市场共识估计,当京东削减疫情开支后,非GAAP营业利润将比去年同期下降21%。</p><p><img src=\"https://static.tigerbbs.com/e89e7484bb756aea32c505e716db9d76\" tg-width=\"1785\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></p><p>落实全渠道战略,加大社区团购等新业务投入。京东向低线城市扩张业务的潜力可观,去年12月调整组织架构,将京喜拼拼、新通路等多个下沉市场事业部整合进京喜事业群,一季度正式发力社区团购,截至3月份已进入15个省份。据草根调研,3月京喜拼拼日均单量达200万件,环比增长近150%,规模增长超出市场预期。2021年京东可能在团购电商、获客和提升物流能力方面加大投资。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>预计,在向低线城市扩张业务以及扩充产品类别的推动下,京东2021年活跃客户账户数或同比增长19%至5.62亿。</p><p><img src=\"https://static.tigerbbs.com/8931f35bf84c135f828eb4adf8c891e8\" tg-width=\"1414\" tg-height=\"640\" referrerpolicy=\"no-referrer\"></p><p>“二选一”被取缔,3P长期供给空间打开。阿里182亿元处罚落地,反垄断监管持续发酵,预计“二选一”行为将被严格取缔,电商行业迎回相对公平的竞争环境。根据<a href=\"https://laohu8.com/S/600030\">中信证券</a>对商家的调研,服装等品类有部分品牌已回流至京东平台开店,尽管反映到公司财务数据的增长仍需时日,但考虑到“二选一”中被强管控的KA品牌与京东品牌电商的定位契合、京东次日达的物流服务是对天猫场景(3-5日达)的有效补充,“二选一”被取缔将在长期打开3P平台的供给空间。预计京东Q1 的 3P 增速将保持强劲增长,尤其是服装、化妆品等可选消费。</p><p><img src=\"https://static.tigerbbs.com/04c5af8f1ff14c08201d0d85eeb1bc2b\" tg-width=\"1037\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p><p><b>分析师预测</b></p><p>根据彭博一致预期,京东2021年第一季度营收为1919.6亿元,同比增长31.2%;调整后净利润为36.33亿元,同比增长22.2%;调整后EPS为2.152元,同比增长8.7%。</p><p>彭博调查的54位分析师中有52位给京东买入评级,2位给出持有评级。</p><p><img src=\"https://static.tigerbbs.com/8122b1be1f72c35c6892ed7d06fc9cd3\" tg-width=\"731\" tg-height=\"279\" referrerpolicy=\"no-referrer\"></p><table></table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/028bf7c7eafdcd11c8df76a91d4805e0","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107640889","content_text":"京东将于5月19日美股盘前公布2021年第一季度财报。去年底,京东组织架构经历了密集调整,成效如何,一季度或可窥得端倪。京东美股股价在2月份创新下108.29美元的新高,随后开始回调,今年以来跌幅在19%左右。上季度回顾京东2020年第四季度财报要核心业绩指标均超出市场预期,其中营收为2243亿元,同比增长31.4%,净利润24亿元 同比增长200%。截至2020年12月31日,京东过去12个月的活跃购买用户数达到4.719亿,全年净增了近1.1亿活跃用户,超过80%的新增活跃用户来自于下沉市场。京东Q1看点京东Q1营收有望实现强劲增长,市场普遍预计增速将在30%以上,利润率略微下滑。这归功于用户心智的提升和就地过年倡议下商户参与度的提升。随着时间的推移,京东在疫情期间增加了大量的新客户。由于旅游限制,春节期间网上购物活动增多,可能进一步推动了这一趋势。国家统计局数据显示一季度全国网上零售额达2.81万亿元,同比增长29.9%,两年平均增长13.5%。随着京东加大对京喜旗下社交电子商务、便利店和社区团购业务的投资,营业利润率可能下降。市场共识估计,当京东削减疫情开支后,非GAAP营业利润将比去年同期下降21%。落实全渠道战略,加大社区团购等新业务投入。京东向低线城市扩张业务的潜力可观,去年12月调整组织架构,将京喜拼拼、新通路等多个下沉市场事业部整合进京喜事业群,一季度正式发力社区团购,截至3月份已进入15个省份。据草根调研,3月京喜拼拼日均单量达200万件,环比增长近150%,规模增长超出市场预期。2021年京东可能在团购电商、获客和提升物流能力方面加大投资。华泰证券预计,在向低线城市扩张业务以及扩充产品类别的推动下,京东2021年活跃客户账户数或同比增长19%至5.62亿。“二选一”被取缔,3P长期供给空间打开。阿里182亿元处罚落地,反垄断监管持续发酵,预计“二选一”行为将被严格取缔,电商行业迎回相对公平的竞争环境。根据中信证券对商家的调研,服装等品类有部分品牌已回流至京东平台开店,尽管反映到公司财务数据的增长仍需时日,但考虑到“二选一”中被强管控的KA品牌与京东品牌电商的定位契合、京东次日达的物流服务是对天猫场景(3-5日达)的有效补充,“二选一”被取缔将在长期打开3P平台的供给空间。预计京东Q1 的 3P 增速将保持强劲增长,尤其是服装、化妆品等可选消费。分析师预测根据彭博一致预期,京东2021年第一季度营收为1919.6亿元,同比增长31.2%;调整后净利润为36.33亿元,同比增长22.2%;调整后EPS为2.152元,同比增长8.7%。彭博调查的54位分析师中有52位给京东买入评级,2位给出持有评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348987552,"gmtCreate":1617880268376,"gmtModify":1617880268376,"author":{"id":"3521555157890085","authorId":"3521555157890085","name":"余远Xiang","avatar":"https://static.tigerbbs.com/b6b06377f230bfdc489a31b6c883d5d8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521555157890085","authorIdStr":"3521555157890085"},"themes":[],"htmlText":"期权都没这么高时间价值","listText":"期权都没这么高时间价值","text":"期权都没这么高时间价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348987552","repostId":"1114778017","repostType":4,"repost":{"id":"1114778017","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":1617878157,"share":"https://www.laohu8.com/m/news/1114778017?lang=&edition=full","pubTime":"2021-04-08 18:35","market":"us","language":"zh","title":"理想汽车宣布7.5亿美元可转换债券定价","url":"https://stock-news.laohu8.com/highlight/detail?id=1114778017","media":"老虎资讯综合","summary":"4月8日,理想汽车宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。理想汽车盘前涨超2%,报2","content":"<p>4月8日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。</p><p><img src=\"https://static.tigerbbs.com/2cf15c9f8f97b050a7e6b0d4d4ed67dc\" tg-width=\"767\" tg-height=\"744\" referrerpolicy=\"no-referrer\"></p><p>理想汽车盘前涨超2%,报22.7美元。</p><p><img src=\"https://static.tigerbbs.com/80cf2469b790a39447ec743f77032689\" tg-width=\"1302\" tg-height=\"833\" 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>理想汽车宣布7.5亿美元可转换债券定价</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理想汽车宣布7.5亿美元可转换债券定价\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\">2021-04-08 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月8日,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。</p><p><img src=\"https://static.tigerbbs.com/2cf15c9f8f97b050a7e6b0d4d4ed67dc\" tg-width=\"767\" tg-height=\"744\" referrerpolicy=\"no-referrer\"></p><p>理想汽车盘前涨超2%,报22.7美元。</p><p><img src=\"https://static.tigerbbs.com/80cf2469b790a39447ec743f77032689\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c0ab7d3f5d89bb403311ca0a8e68f8e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114778017","content_text":"4月8日,理想汽车宣布7.5亿美元可转换债券定价,每1000美元债券可转换35.2818股ADS,转换价为每ADS 28.34美元,较昨日收盘价22.23美元溢价27.5%。理想汽车盘前涨超2%,报22.7美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}