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永历
2021-05-23
分析的太表面了,全是未经研究的道听途说,如果去真实的研究一下,就能知道评论中很多发表的觉得不可不能的事,现实正在发生中
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永历
2021-03-26
瞬间体会港股市场的风险
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20:05","market":"sh","language":"zh","title":"为了京东物流,刘强东可谓“煞费苦心”,这样真的好吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2137061186","media":"腾讯新闻","summary":"而京东物流则迟迟未能上市,此番终于是按捺不住了。京东物流上市在即,一大波网友们开始预测,京东物流上市之后,那么刘强东应该会成为中国新任首富了。京东物流真值350亿美金吗?过往刘强东一直都强调“正道成功”,但此次拆分京东物流上市,让我感觉到刘强东是否违背了自己的初心?","content":"<html><body><p>原标题:为了<a href=\"https://laohu8.com/S/02618\">京东物流</a>,刘强东可谓“煞费苦心”,这样真的好吗? 来源:<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><div><img src=\"http://k.sinaimg.cn/n/spider2021522/783/w480h303/20210522/ab55-kqpyffy7115750.jpg/w720fin.jpg\"/></div><p>老话说得好,智者千虑,必有一失;愚者千虑,必有一得!</p><p>尽管马云是这个时代不世出的企业战略大师,但其实马云也有看走眼的时候。</p><p>当年,<a href=\"https://laohu8.com/S/JD\">京东</a>与阿里的竞争十分激烈,双方创始人也是互打擂台。</p><p>有一次马云说道,10年之后,中国每天会有3亿个包裹,那京东必须招聘100万人。那这100万人就把京东搞死了。</p><p>马云的态度很坚决,认为京东自建物流是一个错误的选择。而刘强东则表示,物流是电子商务中的核心一环,京东要想给消费者带去极致的购物体验,就算再难,也要自建物流。</p><p>这里需要强调的是,电商中最重要的三大流分别是货流、资金流、物流,货流有淘宝,资金流有支付宝,阿里独占其二,马云之所以说自建物流不明智,其实主要还是担心京东真的去自建物流了。</p><p>如今十多年过去了,京东物流非但没有拖垮京东,由于京东物流的加持,使得京东商城在与一众竞争对手竞争中实现了差异化运营。而今更是要登陆资本市场了。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021522/760/w480h280/20210522/11a0-kqpyffy7115751.jpg/w720fin.jpg\"/></div><p>京东物流为何急于上市?</p><p>在快递这个行业,像顺丰和中通、圆通等公司已然上市。而京东物流则迟迟未能上市,此番终于是按捺不住了。</p><p>有媒体爆料,京东物流将于5月27日在香港上市,估值约350亿美元,京东集团持有京东物流71.58%的股权,是京东物流的第一大股东。</p><p>根据京东物流的招股书显示,在2018年、2019年及2020年,京东物流分别产生亏损净额28亿元、22亿元、40亿元。</p><p>很显然,京东物流从成立到现在,基本上都没怎么赚过钱。之所以不赚钱,是因为京东物流的运营成本太高,近20万19万快递员带来的高额人力成本,也是压在京东物流身上的一个重担、之前京东物流就面临资金上的压力,为此京东还砍掉了快递员的底薪。此举非但没有降低成本开支,还导致大量快递员的不满。</p><p>那么问题来了,当前处于亏损态势的京东物流,为何要急于在这个时间点上市呢?其实这个问题很好解释。</p><p>很多公司为什么要上市?因为上市之后就可以融资,融资不能说保证公司继续做大,但至少能为公司短期内输送现金流,让公司正常地运营下去。</p><p>当前的京东物流就非常差钱,京东物流为了更好地发展,必须要上市融资,不然靠什么和顺丰菜鸟过招?</p><p>目前,京东物流已建立了包含仓储网络、综合运输网络、配送网络、大件网络、冷链网络及跨境网络在内的高度协同的六大网络。</p><p>京东物流属于典型的劳动密集型业务,无论多么夸张它的科技含量,目前阶段人力成本都是避不开的话题。所以我始终觉得,京东物流看似风光,其实还有很大的难关要闯!</p><div><img src=\"http://k.sinaimg.cn/n/spider2021522/0/w480h320/20210522/3636-kqpyffy7115845.jpg/w720fin.jpg\"/></div><p>刘强东不能高兴得太早?</p><p>京东物流上市在即,一大波网友们开始预测,京东物流上市之后,那么刘强东应该会成为中国新任首富了。</p><p>为此我想说的是,想法很美好,但是现实很残酷啊。如我上面所说,京东物流当前是看似风光,实则做的是一门极为苦逼的生意。</p><p>顺丰早就上市了吧,但顺丰之前最新的财报一出来,结果是亏损了10到12亿元。顺丰还是快递行业里的龙头,连龙头都喊赚钱难,可见快递行业并不是一门多么赚钱的生意。</p><p>而京东之所以不愿放弃京东物流,是因为京东没有办法。自建物流是京东与阿里差异化竞争的核心,“以储代运”是最佳的解决之道,既有利于把有限的资源集中投入仓储网络,又能改善用户的体验、为京东赚取口碑!</p><p>但是,京东物流严重依赖于母公司京东集团,京东物流当前的营收,超一大半都来自京东电商件。</p><p>或许有网友们会说,京东物流不是早就对外开放了吗,那京东物流完全可以去市场上抢夺电商件啊。这个也有点想当然了。</p><p>早年,阿里为了限制京东物流的电商件,搞了个菜鸟联盟,同时阿里在“三通一达”也拥有一定的股份,阿里系电商难不成会把电商件给京东物流,自己砸自己的脚趾头吗?</p><p>此外,在电商之外的业务,京东物流还<a href=\"https://laohu8.com/S/5OQ.SI\">得和</a>顺丰、德邦两大公司同台竞争,未来这几家将在国际业务、冷运场景、供应链解决方案等业务上兵戎相见!</p><p>刘强东早就预见到了京东物流未来会出现的问题,所以急于推动京东物流上市。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021522/755/w480h275/20210522/59ca-kqpyffy7115846.jpg/w720fin.jpg\"/></div><p>京东物流真值350亿美金吗?</p><p>京东物流到底值不值350亿美金,我们不妨用顺丰当前的估值来做一个对比。</p><p>顺丰2020年财报显示营收1540亿元,净利润73亿元;京东物流招股书显示2020年营收734亿元,亏损40亿元。目前京东物流无论是在业务模式上还是在营收和净利润方面,均难以与顺丰匹敌。</p><p>先不管亏损,只谈营收,京东是顺丰的50%左右,按目前顺丰超3000亿元的市值计算,京东物流的估值在1400亿元左右。所以春公子认为当前京东物流350亿美金的估值略高。</p><p>当然了,中国快递行业还有很大的发展空间,未来京东物流能否获得较大的利润空间,关键在于能否做大规模,能否持续发挥规模效应。而能否做大规模也关系到京东物流的天花板有多高!</p><div><img src=\"http://k.sinaimg.cn/n/spider2021522/41/w480h361/20210522/7df7-kqpyffy7115980.png/w720fin.jpg\"/></div><p>结论:说句实话,刘强东为了京东物流的上市,可以说是付出了很多心血。</p><p>过往刘强东一直都强调“正道成功”,但此次拆分京东物流上市,让我感觉到刘强东是否违背了自己的初心?</p><p>要知道,“分拆上市”行为也是玩不腻的造富技法之一。将巨型公司旗下业务“一拆为二”、“一拆为三”!特别是将跨界资产剥离独立上市,从而获得更多的投资收益。</p><p>诸如母公司“空心化”、母子公司之间利益输送、关联交易和同业竞争等恶行!不知道诸位怎么看?</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\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-05-22/doc-ikmxzfmm4048134.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:为了京东物流,刘强东可谓“煞费苦心”,这样真的好吗? 来源:腾讯新闻老话说得好,智者千虑,必有一失;愚者千虑,必有一得!尽管马云是这个时代不世出的企业战略大师,但其实马云也有看走眼的时候。当年,京东与阿里的竞争十分激烈,双方创始人也是互打擂台。有一次马云说道,10年之后,中国每天会有3亿个包裹,那京东必须招聘100万人。那这100万人就把京东搞死了。马云的态度很坚决,认为京东自建物流是一个...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-05-22/doc-ikmxzfmm4048134.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/25e108e80ab0d5329f36d3b166f67111","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","02618":"京东物流"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-05-22/doc-ikmxzfmm4048134.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137061186","content_text":"原标题:为了京东物流,刘强东可谓“煞费苦心”,这样真的好吗? 来源:腾讯新闻老话说得好,智者千虑,必有一失;愚者千虑,必有一得!尽管马云是这个时代不世出的企业战略大师,但其实马云也有看走眼的时候。当年,京东与阿里的竞争十分激烈,双方创始人也是互打擂台。有一次马云说道,10年之后,中国每天会有3亿个包裹,那京东必须招聘100万人。那这100万人就把京东搞死了。马云的态度很坚决,认为京东自建物流是一个错误的选择。而刘强东则表示,物流是电子商务中的核心一环,京东要想给消费者带去极致的购物体验,就算再难,也要自建物流。这里需要强调的是,电商中最重要的三大流分别是货流、资金流、物流,货流有淘宝,资金流有支付宝,阿里独占其二,马云之所以说自建物流不明智,其实主要还是担心京东真的去自建物流了。如今十多年过去了,京东物流非但没有拖垮京东,由于京东物流的加持,使得京东商城在与一众竞争对手竞争中实现了差异化运营。而今更是要登陆资本市场了。京东物流为何急于上市?在快递这个行业,像顺丰和中通、圆通等公司已然上市。而京东物流则迟迟未能上市,此番终于是按捺不住了。有媒体爆料,京东物流将于5月27日在香港上市,估值约350亿美元,京东集团持有京东物流71.58%的股权,是京东物流的第一大股东。根据京东物流的招股书显示,在2018年、2019年及2020年,京东物流分别产生亏损净额28亿元、22亿元、40亿元。很显然,京东物流从成立到现在,基本上都没怎么赚过钱。之所以不赚钱,是因为京东物流的运营成本太高,近20万19万快递员带来的高额人力成本,也是压在京东物流身上的一个重担、之前京东物流就面临资金上的压力,为此京东还砍掉了快递员的底薪。此举非但没有降低成本开支,还导致大量快递员的不满。那么问题来了,当前处于亏损态势的京东物流,为何要急于在这个时间点上市呢?其实这个问题很好解释。很多公司为什么要上市?因为上市之后就可以融资,融资不能说保证公司继续做大,但至少能为公司短期内输送现金流,让公司正常地运营下去。当前的京东物流就非常差钱,京东物流为了更好地发展,必须要上市融资,不然靠什么和顺丰菜鸟过招?目前,京东物流已建立了包含仓储网络、综合运输网络、配送网络、大件网络、冷链网络及跨境网络在内的高度协同的六大网络。京东物流属于典型的劳动密集型业务,无论多么夸张它的科技含量,目前阶段人力成本都是避不开的话题。所以我始终觉得,京东物流看似风光,其实还有很大的难关要闯!刘强东不能高兴得太早?京东物流上市在即,一大波网友们开始预测,京东物流上市之后,那么刘强东应该会成为中国新任首富了。为此我想说的是,想法很美好,但是现实很残酷啊。如我上面所说,京东物流当前是看似风光,实则做的是一门极为苦逼的生意。顺丰早就上市了吧,但顺丰之前最新的财报一出来,结果是亏损了10到12亿元。顺丰还是快递行业里的龙头,连龙头都喊赚钱难,可见快递行业并不是一门多么赚钱的生意。而京东之所以不愿放弃京东物流,是因为京东没有办法。自建物流是京东与阿里差异化竞争的核心,“以储代运”是最佳的解决之道,既有利于把有限的资源集中投入仓储网络,又能改善用户的体验、为京东赚取口碑!但是,京东物流严重依赖于母公司京东集团,京东物流当前的营收,超一大半都来自京东电商件。或许有网友们会说,京东物流不是早就对外开放了吗,那京东物流完全可以去市场上抢夺电商件啊。这个也有点想当然了。早年,阿里为了限制京东物流的电商件,搞了个菜鸟联盟,同时阿里在“三通一达”也拥有一定的股份,阿里系电商难不成会把电商件给京东物流,自己砸自己的脚趾头吗?此外,在电商之外的业务,京东物流还得和顺丰、德邦两大公司同台竞争,未来这几家将在国际业务、冷运场景、供应链解决方案等业务上兵戎相见!刘强东早就预见到了京东物流未来会出现的问题,所以急于推动京东物流上市。京东物流真值350亿美金吗?京东物流到底值不值350亿美金,我们不妨用顺丰当前的估值来做一个对比。顺丰2020年财报显示营收1540亿元,净利润73亿元;京东物流招股书显示2020年营收734亿元,亏损40亿元。目前京东物流无论是在业务模式上还是在营收和净利润方面,均难以与顺丰匹敌。先不管亏损,只谈营收,京东是顺丰的50%左右,按目前顺丰超3000亿元的市值计算,京东物流的估值在1400亿元左右。所以春公子认为当前京东物流350亿美金的估值略高。当然了,中国快递行业还有很大的发展空间,未来京东物流能否获得较大的利润空间,关键在于能否做大规模,能否持续发挥规模效应。而能否做大规模也关系到京东物流的天花板有多高!结论:说句实话,刘强东为了京东物流的上市,可以说是付出了很多心血。过往刘强东一直都强调“正道成功”,但此次拆分京东物流上市,让我感觉到刘强东是否违背了自己的初心?要知道,“分拆上市”行为也是玩不腻的造富技法之一。将巨型公司旗下业务“一拆为二”、“一拆为三”!特别是将跨界资产剥离独立上市,从而获得更多的投资收益。诸如母公司“空心化”、母子公司之间利益输送、关联交易和同业竞争等恶行!不知道诸位怎么看?","news_type":1},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358465788,"gmtCreate":1616723460044,"gmtModify":1616723460044,"author":{"id":"3522844623094979","authorId":"3522844623094979","authorIdStr":"3522844623094979","name":"永历","avatar":"https://static.tigerbbs.com/5bf46b7e0faa0c3bc95c365f2528a485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522844623094979"},"themes":[],"htmlText":"瞬间体会港股市场的风险","listText":"瞬间体会港股市场的风险","text":"瞬间体会港股市场的风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358465788","repostId":"2122983423","repostType":2,"repost":{"id":"2122983423","pubTimestamp":1616720338,"share":"https://www.laohu8.com/m/news/2122983423?lang=&edition=full","pubTime":"2021-03-26 08:58","market":"us","language":"zh","title":"佳兆业(01638.HK)拟「七供一」供股 净筹逾25亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2122983423","media":"AAFN","summary":"佳兆业 公布,建议按每7股供1股的基准进行供股,大股东郭氏家族表明会参与供股。集资最多25.86亿元。每股认购价为2.95元,较昨日(25日)收市价折让25.13%。公司预计,集资净额为25.52亿元,将用作为潜在收购一个位於北京的房地产项目的部分代价。(sw/k)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>佳兆业 公布,建议按每7股供1股的基准进行供股,大股东郭氏家族表明会参与供股。集资最多25.86亿元。每股认购价为2.95元,较昨日(25日)收市价折让25.13%。公司预计,集资净额为25.52亿元,将用作为潜在收购一个位於北京的房地产项目的部分代价。(sw/k)~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </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>佳兆业(01638.HK)拟「七供一」供股 净筹逾25亿元</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佳兆业(01638.HK)拟「七供一」供股 净筹逾25亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 08:58 北京时间 <a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1086248&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>佳兆业 公布,建议按每7股供1股的基准进行供股,大股东郭氏家族表明会参与供股。集资最多25.86亿元。每股认购价为2.95元,较昨日(25日)收市价折让25.13%。公司预计,集资净额为25.52亿元,将用作为潜在收购一个位於北京的房地产项目的部分代价。(sw/k)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1086248&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0dadac519bb6258dbafe32faf8a03d89","relate_stocks":{"01638":"佳兆业集团"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1086248&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":"2122983423","content_text":"佳兆业 公布,建议按每7股供1股的基准进行供股,大股东郭氏家族表明会参与供股。集资最多25.86亿元。每股认购价为2.95元,较昨日(25日)收市价折让25.13%。公司预计,集资净额为25.52亿元,将用作为潜在收购一个位於北京的房地产项目的部分代价。(sw/k)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":133379464,"gmtCreate":1621720812958,"gmtModify":1621720812958,"author":{"id":"3522844623094979","authorId":"3522844623094979","authorIdStr":"3522844623094979","name":"永历","avatar":"https://static.tigerbbs.com/5bf46b7e0faa0c3bc95c365f2528a485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522844623094979"},"themes":[],"htmlText":"分析的太表面了,全是未经研究的道听途说,如果去真实的研究一下,就能知道评论中很多发表的觉得不可不能的事,现实正在发生中","listText":"分析的太表面了,全是未经研究的道听途说,如果去真实的研究一下,就能知道评论中很多发表的觉得不可不能的事,现实正在发生中","text":"分析的太表面了,全是未经研究的道听途说,如果去真实的研究一下,就能知道评论中很多发表的觉得不可不能的事,现实正在发生中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133379464","repostId":"2137061186","repostType":2,"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358465788,"gmtCreate":1616723460044,"gmtModify":1616723460044,"author":{"id":"3522844623094979","authorId":"3522844623094979","authorIdStr":"3522844623094979","name":"永历","avatar":"https://static.tigerbbs.com/5bf46b7e0faa0c3bc95c365f2528a485","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3522844623094979"},"themes":[],"htmlText":"瞬间体会港股市场的风险","listText":"瞬间体会港股市场的风险","text":"瞬间体会港股市场的风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358465788","repostId":"2122983423","repostType":2,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}