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IP属地:广东
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hsuan
2020-09-07
$中芯国际(00981)$
不怕,国家是不会让中芯倒的,现在就是抄底的大好时机,要相信祖国!
hsuan
2020-12-21
$泡泡玛特(09992)$
想见好就收平仓了,越琢磨越觉得这玩意政策风险太大,说不定哪天就被定性为诱导青少年赌博被禁了,政府的手从来不会闲着,什么东西一火了就要管上一管。
hsuan
2021-07-05
$滴滴(DIDI)$
准备好抄底,没必要恐慌,国家不会搞死滴滴的,顶多就是罚款,基本面不受影响
hsuan
2021-06-11
$蔚来(NIO)$
要不要卖?
hsuan
2021-07-16
$滴滴(DIDI)$
今晚又可以抄底了,我还是那句话,国家不会让滴滴死的,这不符合国家利益
hsuan
2021-02-13
$哔哩哔哩(BILI)$
B站流年不利啊,刚刚被女权一顿锤,又来一出声优参拜靖国神社的事。股价最好能跌一波,好多人盼着上车呢。
hsuan
2021-03-17
马云的遭遇给他敲响了警钟,急流勇退也不错
拼多多Q4净亏损状况不及预期,黄峥辞任董事长
hsuan
2020-08-05
$奥罗拉大麻公司(ACB)$
这股票还可能涨吗
hsuan
2021-06-30
$滴滴(DIDI)$
这就要上市了?为什么老虎没提供打新?
hsuan
2021-06-29
$奈雪的茶(02150)$
没中,盼着破发
hsuan
2021-02-08
$腾讯控股(00700)$
反垄断的大刀已经举起来了,现在是做空腾讯的最好时机
hsuan
2021-07-14
$哔哩哔哩(BILI)$
B站挂了全网热议,这热度让我觉得b站股价被大大低估了
hsuan
2021-01-22
$比特币基金(GBTC)$
买这个股相当于买了比特币吗?
hsuan
2021-04-28
$小米集团-W(01810)$
到底咋啦天天跌,造车都不涨吗
hsuan
2021-02-04
$中芯国际(00981)$
这么漂亮的财报,股价再不起飞就说不过去了
hsuan
2021-01-15
$小米集团-W(01810)$
不多不少,就跌10%,A股上身了
hsuan
2020-05-12
$跟谁学(GSX)$
管你涨不涨,坚决做空
hsuan
2021-06-10
$BOSS直聘(BZ)$
发行价太高,绝对要破发
hsuan
2021-06-08
$斗鱼(DOYU)$
有啥利好消息了吗,突然涨了
hsuan
2021-02-08
$秦淮数据(CD)$
可以入场先埋伏起来了,这支是字节的关联股,而字节计划上半年上市,等字节上市时肯定要被带着大涨一波的,所以现在就可以买入了,期权或者正股都是可以的。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>准备好抄底,没必要恐慌,国家不会搞死滴滴的,顶多就是罚款,基本面不受影响","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>要不要卖?","listText":"<a 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>B站流年不利啊,刚刚被女权一顿锤,又来一出声优参拜靖国神社的事。股价最好能跌一波,好多人盼着上车呢。","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>B站流年不利啊,刚刚被女权一顿锤,又来一出声优参拜靖国神社的事。股价最好能跌一波,好多人盼着上车呢。","text":"$哔哩哔哩(BILI)$B站流年不利啊,刚刚被女权一顿锤,又来一出声优参拜靖国神社的事。股价最好能跌一波,好多人盼着上车呢。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/386537031","isVote":1,"tweetType":1,"viewCount":4453,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3576058825709186","authorId":"3576058825709186","name":"橘子三两三","avatar":"https://static.tigerbbs.com/c534d4490d6029a2b922d2d8a654dc22","crmLevel":1,"crmLevelSwitch":0,"idStr":"3576058825709186","authorIdStr":"3576058825709186"},"content":"后续作品看不到了 以前的没事 无间道有黄秋生呢 不必这严重多了","text":"后续作品看不到了 以前的没事 无间道有黄秋生呢 不必这严重多了","html":"后续作品看不到了 以前的没事 无间道有黄秋生呢 不必这严重多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324178832,"gmtCreate":1615978733226,"gmtModify":1703495813059,"author":{"id":"3548126242847346","authorId":"3548126242847346","name":"hsuan","avatar":"https://static.tigerbbs.com/962664f269c8a1ec44a3c7227b45b174","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548126242847346","authorIdStr":"3548126242847346"},"themes":[],"htmlText":"马云的遭遇给他敲响了警钟,急流勇退也不错","listText":"马云的遭遇给他敲响了警钟,急流勇退也不错","text":"马云的遭遇给他敲响了警钟,急流勇退也不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324178832","repostId":"1173734858","repostType":4,"repost":{"id":"1173734858","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":1615977657,"share":"https://www.laohu8.com/m/news/1173734858?lang=&edition=full","pubTime":"2021-03-17 18:40","market":"us","language":"zh","title":"拼多多Q4净亏损状况不及预期,黄峥辞任董事长","url":"https://stock-news.laohu8.com/highlight/detail?id=1173734858","media":"老虎资讯综合","summary":"3月17日美股盘前,拼多多发布2020年第四季度及全年财务报告。财报显示,2020年第四季度营收265.5亿元,市场预期192.16亿元,去年同期为107.93亿元;第四季度净亏损13.76亿元,市场","content":"<p>3月17日美股盘前,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>发布2020年第四季度及全年财务报告。财报显示,2020年第四季度营收265.5亿元,市场预期192.16亿元,去年同期为107.93亿元;第四季度净亏损13.76亿元,市场预期净亏损7.18亿元,去年同期净亏损17.52亿元。年活跃买家达到7.884亿,超过阿里巴巴。</p><p>2020年全年营收595亿元,市场预期519.56亿元,去年同期301.42亿元;2020年全年净亏损71.8亿元,市场预期净亏损66.63亿元,去年同期净亏损69.68亿元;2020年每股盈利4.45元,市场预期3.99元,去年同期3.64元。</p><p><b>第四季度业绩摘要:</b></p><p>在截至2020年12月31日的12个月内,GMV为人民币16676亿元(约合2556亿美元),与截至2019年9月30日12个月内的人民币10066亿元相比增长 66%。</p><p>总营收为人民币265.477亿元(约合40.686亿美元),与上年同期的人民币107.927亿元相比增长146%。</p><p>平均月活跃用户数量为7.199亿,与上年同期的4.815亿相比增长50%。</p><p>在截至2020年12月31日的12个月内的活跃买家数量7.884亿,与截至2019年9月30日12个月内的5.852亿相比增长35%。</p><p>在截至2020年12月31日的12个月内,每活跃买家年度开销为人民币2,115.2元(约合324.2美元),与截至2019年9月30日12个月内的人民币1,720.1元相比增长23%。</p><p><b>第四季度业绩分析:</b></p><p>总营收为人民币265.477亿元(约合40.686亿美元),与上年同期的人民币107.927亿元相比增长146%。</p><p>营收成本为115.261元人民币(约合17.665亿美元),与上年同期的20.374亿元人民币相比增长466%。</p><p>整体运营开支为人民币170.694亿元(约合26.160亿美元),而上年同期为人民币108.906亿元。</p><p>销售与营销开支为147.125亿元人民币(约合22.548亿美元),与上年同期的92.725亿元人民币相比增长59%。</p><p>总务与行政开支为4.056亿元人民币(约合6220万美元),与上年同期的3.457元人民币相比增长17%。</p><p>研发开支为19.513亿元人民币(约合2.990亿美元),与上年同期的12.724亿元人民币相比增长53%。</p><p>运营亏损为人民币20.478亿元(约合3.138亿美元),而上年同期运营亏损人民币21.353亿元。</p><p>不按美国通用会计准则,运营亏损为人民币11.145亿元(约合1.708亿美元),而上年同期运营亏损人民币13.366亿元。</p><p>归属于拼多多普通股股东的净亏损为人民币13.764亿元(约合2.109亿美元),而上年同期净亏损人民币17.516亿元。</p><p>不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币1.845亿元(约合2830万美元),而上年同期净亏损人民币8.150亿元。</p><p>每股美国存托股(ADS)基本和摊薄亏损均为人民币1.13元(约合0.17美元),而上年同期每股ADS基本和摊薄亏损均为人民币1.52元。</p><p>不按美国通用会计准则,每股美国存托股(ADS)摊薄亏损为人民币0.15元(约合0.02美元),而上年同期每股ADS摊薄亏损人民币0.72元。</p><p>截至2020年12月31日,拼多多持有的现金、现金等价物和短期投资为人民币870亿元(约合133亿美元),而截至2019年12月31日为人民币411亿元。</p><p><b>2020年全年业绩:</b></p><p>总营收为人民币594.919亿元(约合91.175亿美元),与2019年的人民币301.419亿元相比增长 97%。</p><p>营收成本为192.786元人民币(约合29.546亿美元),与2019年的63.388亿元人民币相比增长204%。</p><p>整体运营开支为人民币495.935亿元(约合76.005亿美元),而2019年为人民币323.413亿元。</p><p>运营亏损为人民币93.803亿元(约合14.376亿美元),而2019年运营亏损人民币85.382亿元。不按美国通用会计准则,运营亏损为人民币57.673亿元(约合8.839亿美元),而2019年运营亏损人民币59.805亿元。</p><p>归属于拼多多普通股股东的净亏损为人民币71.797亿元(约合11.003亿美元),而2019年净亏损人民币69.676亿元。</p><p>不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币29.650亿元(约合4.544亿美元),而2019年净亏损人民币43.658亿元。</p><p>每股美国存托股(ADS)基本和摊薄亏损均为人民币6.02元(约合0.92美元),而2019年每股ADS基本和摊薄亏损均为人民币6.04元。</p><p>不按美国通用会计准则,每股美国存托股(ADS)基本和摊薄亏损均为人民币2.49元(约合0.38美元),而2019年每股ADS基本和摊薄亏损均为人民币3.68元</p><p><b>黄峥辞任拼多多董事长</b></p><p>黄峥在致股东信中宣布,董事会已批准其辞任董事长,由联合创始人、现任CEO陈磊接棒。黄峥认为,过去几年里拼多多对农业领域的贡献主要还是在流通领域,未来要通过对农产品种植过程的控制及对食品科学和生命科学领域的研究,确保拼多多10年后的高速高质量发展。作为创始人,黄峥将跳脱出来“去摸一摸10年后路上的石头”。</p><p>公布财报后,拼多多盘前股价一路下挫,现跌超8%</p><p><img src=\"https://static.tigerbbs.com/fc67652a63c23168a0a1de973df549ff\" tg-width=\"1302\" tg-height=\"653\"></p><p><b>以下为黄峥2021年致股东信原文:</b></p><p>今年的股东信提前了一点,是为了及时和大家同步一个消息。刚刚开完的董事会上,董事们批准了我辞去拼多多董事长职位的请求,陈磊将从即日起接任董事长,并继续担任CEO一职。在不再担任董事长和拼多多管理职位后,我的1:10的超级投票权也将失效。我名下股份的投票权将委托拼多多董事会以投票的方式来进行决策,同时我个人承诺个人名下的股票在未来3年内继续锁定,不出售。</p><p>去年7月1日我卸任了CEO,原本计划在一年整的时候和陈磊完成董事长职位的交接。两个原因让我们决定将这个计划中的交接进一步提前了一些。</p><p>一是行业竞争的日益激烈甚至异化让我意识到这种传统的以规模和效率为主要导向的竞争是有其不可避免的问题的。要改变就必须在更底层、根本的问题上采取行动,要在核心科技和其基础理论上寻找答案。虽然拼多多自身还很年轻,还有很厚、很长的雪坡,还有比较长时间的高速增长空间,但如果要确保它10年后的高速高质量发展,那么有些探索现在已经是正当其时了。我作为创始人,跳脱出来去摸一摸10年后路上的石头,可能是比较适合的人选。如果还能结合我自身的兴趣,那就再好不过了。</p><p>二是因为疫情等原因导致的外部环境的剧烈变化,也加速了拼多多内部业务和管理的迭代。拼多多从一个纯轻资产的第三方平台,开始转重,在仓储、物流及农货源头开始进行新一轮的投入,新的业务开始在拼多多内萌芽并迅速成长。这既改变了拼多多,更催生了、锻炼了新一代的领导者、管理者,也是时候逐步让更多的后浪起来塑造属于他们的拼多多了。</p><p>那么,后面的拼多多会是什么样子呢?我未必能决定,但却可以快乐地和大家分享我自己的想象。</p><p>首先,拼多多会是一家永远把消费者利益和社会价值放在第一位的社会的企业。我们践行的“普惠、人为先、更开放”的新电商理念将在未来的日子里更鲜明地为行业和公众知晓。它面向最广大的人群,一点一滴的作出改进,努力为消费者,为社会创造价值,不论它是显著的还是不容易被看见的。也因为此,它将越来越受到大众的欢迎。它所面临的各种藩篱也会慢慢被打破,即使有时候会需要一点时间,甚至可能会有波折。但是“普惠,人为先,更开放” 应该是个方向,它将在这个新时代绽放出不一样的活力。</p><p>其次,拼多多会是一家富予想象,不断迭代创新的企业。Costco+Disney 的愿景将会更具象、更生动地展现在面前。虽然当前还只是多实惠、多乐趣的初级阶段,但我们已经能够感受到多实惠叠加上多乐趣后带来的性质性的微妙的不同,感受到这背后的化学反应产生的 1+1>2 的巨大力量。过去几年的实践让我们更加相信,这个愿景是丰富、有趣、值得憧憬、可以追求的。</p><p>第三,拼多多会努力成为一家成熟的、国际化的公众机构。18年上市时的股东信里有这样一段话:“我们希望拼多多是一个公众机构,它为最广大的用户创造价值而存在。它不应该是彰显个人能力的工具,也不应该有过多的个人色彩。与此同时,它应该作为一个独立的公众机构,展示它作为一个机构独特的社会价值、组织结构和文化,并且因循着它自身独特的命运生生不息,不断演化。”那个时候拼多多还像一个刚上小学的小孩,而今虽然只过了3年,拼多多却已像是正进入青春期的少年,看着他的快速变化和成长,一旁的我既欣喜又焦虑。但无论是紧张兴奋,还是惶恐,它总会有他自己成长的道路,希望今天我退董事长会有助于这位少年独立成人。</p><p>退了后我做什么呢?我想去做一些食品科学和生命科学领域的研究。拼多多是农产品起家的,过去几年里拼多多对农业领域的贡献主要还是在流通领域。通过提升流通领域效率,去中间补两头来让农民和消费者获益。但流通效率的提升毕竟不能从质上提升农产品的附加值,也不能性质性的大幅提升身体健康水平。那一步步往纵深走,我们能做些什么呢?</p><p>比方说,通过对农产品种植过程的方法的控制,我们是否有可能对马铃薯、番薯、西红柿等的潜在有害重金属含量进行可靠有效的控制,同时对其可能有的、有益的微量元素进行可控的、可标准化的提升?如果以后有一种西红柿,每一颗都含有最适合我们身体的VC等微量元素,那我们的生活质量是否就会有明显的提高?</p><p>再比如,如果我们能够比较透彻的了解不同的植物蛋白和动物蛋白在摄入人体后的变化和作用,进而通过植物蛋白来合成生产出肉的替代品,那这种新的素鸡2.0是否有可能成为更健康、更绿色的稳定供给?</p><p>如果我们再进一步,深入到蛋白质结构及在人体内的性状的研究,我们是否有可能沿着2016年诺贝尔化学奖获得者的分子机器的道路,进一步研究出蛋白质机器人,可以进入到人的脑部血管进行疏通,避免中风?</p><p>小时候,老师问我们长大了想做什么,我和很多人一样说想成为科学家。而今一晃已过不惑之年了,想成为真正的科学家也许已经不太可能了,但如果我努力,把中学里最喜欢的化学、大学里学的计算机、工作中学习的经营管理结合起来,我天真的想,说不定也能再做出点有意思的事儿。成不了科学家,但也许有机会成为未来(伟大)的科学家的助理,那也是一件很幸福的事儿。</p><p><b>图解拼多多2020年Q4与全年业绩</b></p><p><img src=\"https://static.tigerbbs.com/05a552213fc2dbc8a6432b86741f061c\" tg-width=\"1073\" tg-height=\"7587\" 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>拼多多Q4净亏损状况不及预期,黄峥辞任董事长</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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拼多多Q4净亏损状况不及预期,黄峥辞任董事长\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\">2021-03-17 18:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月17日美股盘前,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>发布2020年第四季度及全年财务报告。财报显示,2020年第四季度营收265.5亿元,市场预期192.16亿元,去年同期为107.93亿元;第四季度净亏损13.76亿元,市场预期净亏损7.18亿元,去年同期净亏损17.52亿元。年活跃买家达到7.884亿,超过阿里巴巴。</p><p>2020年全年营收595亿元,市场预期519.56亿元,去年同期301.42亿元;2020年全年净亏损71.8亿元,市场预期净亏损66.63亿元,去年同期净亏损69.68亿元;2020年每股盈利4.45元,市场预期3.99元,去年同期3.64元。</p><p><b>第四季度业绩摘要:</b></p><p>在截至2020年12月31日的12个月内,GMV为人民币16676亿元(约合2556亿美元),与截至2019年9月30日12个月内的人民币10066亿元相比增长 66%。</p><p>总营收为人民币265.477亿元(约合40.686亿美元),与上年同期的人民币107.927亿元相比增长146%。</p><p>平均月活跃用户数量为7.199亿,与上年同期的4.815亿相比增长50%。</p><p>在截至2020年12月31日的12个月内的活跃买家数量7.884亿,与截至2019年9月30日12个月内的5.852亿相比增长35%。</p><p>在截至2020年12月31日的12个月内,每活跃买家年度开销为人民币2,115.2元(约合324.2美元),与截至2019年9月30日12个月内的人民币1,720.1元相比增长23%。</p><p><b>第四季度业绩分析:</b></p><p>总营收为人民币265.477亿元(约合40.686亿美元),与上年同期的人民币107.927亿元相比增长146%。</p><p>营收成本为115.261元人民币(约合17.665亿美元),与上年同期的20.374亿元人民币相比增长466%。</p><p>整体运营开支为人民币170.694亿元(约合26.160亿美元),而上年同期为人民币108.906亿元。</p><p>销售与营销开支为147.125亿元人民币(约合22.548亿美元),与上年同期的92.725亿元人民币相比增长59%。</p><p>总务与行政开支为4.056亿元人民币(约合6220万美元),与上年同期的3.457元人民币相比增长17%。</p><p>研发开支为19.513亿元人民币(约合2.990亿美元),与上年同期的12.724亿元人民币相比增长53%。</p><p>运营亏损为人民币20.478亿元(约合3.138亿美元),而上年同期运营亏损人民币21.353亿元。</p><p>不按美国通用会计准则,运营亏损为人民币11.145亿元(约合1.708亿美元),而上年同期运营亏损人民币13.366亿元。</p><p>归属于拼多多普通股股东的净亏损为人民币13.764亿元(约合2.109亿美元),而上年同期净亏损人民币17.516亿元。</p><p>不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币1.845亿元(约合2830万美元),而上年同期净亏损人民币8.150亿元。</p><p>每股美国存托股(ADS)基本和摊薄亏损均为人民币1.13元(约合0.17美元),而上年同期每股ADS基本和摊薄亏损均为人民币1.52元。</p><p>不按美国通用会计准则,每股美国存托股(ADS)摊薄亏损为人民币0.15元(约合0.02美元),而上年同期每股ADS摊薄亏损人民币0.72元。</p><p>截至2020年12月31日,拼多多持有的现金、现金等价物和短期投资为人民币870亿元(约合133亿美元),而截至2019年12月31日为人民币411亿元。</p><p><b>2020年全年业绩:</b></p><p>总营收为人民币594.919亿元(约合91.175亿美元),与2019年的人民币301.419亿元相比增长 97%。</p><p>营收成本为192.786元人民币(约合29.546亿美元),与2019年的63.388亿元人民币相比增长204%。</p><p>整体运营开支为人民币495.935亿元(约合76.005亿美元),而2019年为人民币323.413亿元。</p><p>运营亏损为人民币93.803亿元(约合14.376亿美元),而2019年运营亏损人民币85.382亿元。不按美国通用会计准则,运营亏损为人民币57.673亿元(约合8.839亿美元),而2019年运营亏损人民币59.805亿元。</p><p>归属于拼多多普通股股东的净亏损为人民币71.797亿元(约合11.003亿美元),而2019年净亏损人民币69.676亿元。</p><p>不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币29.650亿元(约合4.544亿美元),而2019年净亏损人民币43.658亿元。</p><p>每股美国存托股(ADS)基本和摊薄亏损均为人民币6.02元(约合0.92美元),而2019年每股ADS基本和摊薄亏损均为人民币6.04元。</p><p>不按美国通用会计准则,每股美国存托股(ADS)基本和摊薄亏损均为人民币2.49元(约合0.38美元),而2019年每股ADS基本和摊薄亏损均为人民币3.68元</p><p><b>黄峥辞任拼多多董事长</b></p><p>黄峥在致股东信中宣布,董事会已批准其辞任董事长,由联合创始人、现任CEO陈磊接棒。黄峥认为,过去几年里拼多多对农业领域的贡献主要还是在流通领域,未来要通过对农产品种植过程的控制及对食品科学和生命科学领域的研究,确保拼多多10年后的高速高质量发展。作为创始人,黄峥将跳脱出来“去摸一摸10年后路上的石头”。</p><p>公布财报后,拼多多盘前股价一路下挫,现跌超8%</p><p><img src=\"https://static.tigerbbs.com/fc67652a63c23168a0a1de973df549ff\" tg-width=\"1302\" tg-height=\"653\"></p><p><b>以下为黄峥2021年致股东信原文:</b></p><p>今年的股东信提前了一点,是为了及时和大家同步一个消息。刚刚开完的董事会上,董事们批准了我辞去拼多多董事长职位的请求,陈磊将从即日起接任董事长,并继续担任CEO一职。在不再担任董事长和拼多多管理职位后,我的1:10的超级投票权也将失效。我名下股份的投票权将委托拼多多董事会以投票的方式来进行决策,同时我个人承诺个人名下的股票在未来3年内继续锁定,不出售。</p><p>去年7月1日我卸任了CEO,原本计划在一年整的时候和陈磊完成董事长职位的交接。两个原因让我们决定将这个计划中的交接进一步提前了一些。</p><p>一是行业竞争的日益激烈甚至异化让我意识到这种传统的以规模和效率为主要导向的竞争是有其不可避免的问题的。要改变就必须在更底层、根本的问题上采取行动,要在核心科技和其基础理论上寻找答案。虽然拼多多自身还很年轻,还有很厚、很长的雪坡,还有比较长时间的高速增长空间,但如果要确保它10年后的高速高质量发展,那么有些探索现在已经是正当其时了。我作为创始人,跳脱出来去摸一摸10年后路上的石头,可能是比较适合的人选。如果还能结合我自身的兴趣,那就再好不过了。</p><p>二是因为疫情等原因导致的外部环境的剧烈变化,也加速了拼多多内部业务和管理的迭代。拼多多从一个纯轻资产的第三方平台,开始转重,在仓储、物流及农货源头开始进行新一轮的投入,新的业务开始在拼多多内萌芽并迅速成长。这既改变了拼多多,更催生了、锻炼了新一代的领导者、管理者,也是时候逐步让更多的后浪起来塑造属于他们的拼多多了。</p><p>那么,后面的拼多多会是什么样子呢?我未必能决定,但却可以快乐地和大家分享我自己的想象。</p><p>首先,拼多多会是一家永远把消费者利益和社会价值放在第一位的社会的企业。我们践行的“普惠、人为先、更开放”的新电商理念将在未来的日子里更鲜明地为行业和公众知晓。它面向最广大的人群,一点一滴的作出改进,努力为消费者,为社会创造价值,不论它是显著的还是不容易被看见的。也因为此,它将越来越受到大众的欢迎。它所面临的各种藩篱也会慢慢被打破,即使有时候会需要一点时间,甚至可能会有波折。但是“普惠,人为先,更开放” 应该是个方向,它将在这个新时代绽放出不一样的活力。</p><p>其次,拼多多会是一家富予想象,不断迭代创新的企业。Costco+Disney 的愿景将会更具象、更生动地展现在面前。虽然当前还只是多实惠、多乐趣的初级阶段,但我们已经能够感受到多实惠叠加上多乐趣后带来的性质性的微妙的不同,感受到这背后的化学反应产生的 1+1>2 的巨大力量。过去几年的实践让我们更加相信,这个愿景是丰富、有趣、值得憧憬、可以追求的。</p><p>第三,拼多多会努力成为一家成熟的、国际化的公众机构。18年上市时的股东信里有这样一段话:“我们希望拼多多是一个公众机构,它为最广大的用户创造价值而存在。它不应该是彰显个人能力的工具,也不应该有过多的个人色彩。与此同时,它应该作为一个独立的公众机构,展示它作为一个机构独特的社会价值、组织结构和文化,并且因循着它自身独特的命运生生不息,不断演化。”那个时候拼多多还像一个刚上小学的小孩,而今虽然只过了3年,拼多多却已像是正进入青春期的少年,看着他的快速变化和成长,一旁的我既欣喜又焦虑。但无论是紧张兴奋,还是惶恐,它总会有他自己成长的道路,希望今天我退董事长会有助于这位少年独立成人。</p><p>退了后我做什么呢?我想去做一些食品科学和生命科学领域的研究。拼多多是农产品起家的,过去几年里拼多多对农业领域的贡献主要还是在流通领域。通过提升流通领域效率,去中间补两头来让农民和消费者获益。但流通效率的提升毕竟不能从质上提升农产品的附加值,也不能性质性的大幅提升身体健康水平。那一步步往纵深走,我们能做些什么呢?</p><p>比方说,通过对农产品种植过程的方法的控制,我们是否有可能对马铃薯、番薯、西红柿等的潜在有害重金属含量进行可靠有效的控制,同时对其可能有的、有益的微量元素进行可控的、可标准化的提升?如果以后有一种西红柿,每一颗都含有最适合我们身体的VC等微量元素,那我们的生活质量是否就会有明显的提高?</p><p>再比如,如果我们能够比较透彻的了解不同的植物蛋白和动物蛋白在摄入人体后的变化和作用,进而通过植物蛋白来合成生产出肉的替代品,那这种新的素鸡2.0是否有可能成为更健康、更绿色的稳定供给?</p><p>如果我们再进一步,深入到蛋白质结构及在人体内的性状的研究,我们是否有可能沿着2016年诺贝尔化学奖获得者的分子机器的道路,进一步研究出蛋白质机器人,可以进入到人的脑部血管进行疏通,避免中风?</p><p>小时候,老师问我们长大了想做什么,我和很多人一样说想成为科学家。而今一晃已过不惑之年了,想成为真正的科学家也许已经不太可能了,但如果我努力,把中学里最喜欢的化学、大学里学的计算机、工作中学习的经营管理结合起来,我天真的想,说不定也能再做出点有意思的事儿。成不了科学家,但也许有机会成为未来(伟大)的科学家的助理,那也是一件很幸福的事儿。</p><p><b>图解拼多多2020年Q4与全年业绩</b></p><p><img src=\"https://static.tigerbbs.com/05a552213fc2dbc8a6432b86741f061c\" tg-width=\"1073\" tg-height=\"7587\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173734858","content_text":"3月17日美股盘前,拼多多发布2020年第四季度及全年财务报告。财报显示,2020年第四季度营收265.5亿元,市场预期192.16亿元,去年同期为107.93亿元;第四季度净亏损13.76亿元,市场预期净亏损7.18亿元,去年同期净亏损17.52亿元。年活跃买家达到7.884亿,超过阿里巴巴。2020年全年营收595亿元,市场预期519.56亿元,去年同期301.42亿元;2020年全年净亏损71.8亿元,市场预期净亏损66.63亿元,去年同期净亏损69.68亿元;2020年每股盈利4.45元,市场预期3.99元,去年同期3.64元。第四季度业绩摘要:在截至2020年12月31日的12个月内,GMV为人民币16676亿元(约合2556亿美元),与截至2019年9月30日12个月内的人民币10066亿元相比增长 66%。总营收为人民币265.477亿元(约合40.686亿美元),与上年同期的人民币107.927亿元相比增长146%。平均月活跃用户数量为7.199亿,与上年同期的4.815亿相比增长50%。在截至2020年12月31日的12个月内的活跃买家数量7.884亿,与截至2019年9月30日12个月内的5.852亿相比增长35%。在截至2020年12月31日的12个月内,每活跃买家年度开销为人民币2,115.2元(约合324.2美元),与截至2019年9月30日12个月内的人民币1,720.1元相比增长23%。第四季度业绩分析:总营收为人民币265.477亿元(约合40.686亿美元),与上年同期的人民币107.927亿元相比增长146%。营收成本为115.261元人民币(约合17.665亿美元),与上年同期的20.374亿元人民币相比增长466%。整体运营开支为人民币170.694亿元(约合26.160亿美元),而上年同期为人民币108.906亿元。销售与营销开支为147.125亿元人民币(约合22.548亿美元),与上年同期的92.725亿元人民币相比增长59%。总务与行政开支为4.056亿元人民币(约合6220万美元),与上年同期的3.457元人民币相比增长17%。研发开支为19.513亿元人民币(约合2.990亿美元),与上年同期的12.724亿元人民币相比增长53%。运营亏损为人民币20.478亿元(约合3.138亿美元),而上年同期运营亏损人民币21.353亿元。不按美国通用会计准则,运营亏损为人民币11.145亿元(约合1.708亿美元),而上年同期运营亏损人民币13.366亿元。归属于拼多多普通股股东的净亏损为人民币13.764亿元(约合2.109亿美元),而上年同期净亏损人民币17.516亿元。不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币1.845亿元(约合2830万美元),而上年同期净亏损人民币8.150亿元。每股美国存托股(ADS)基本和摊薄亏损均为人民币1.13元(约合0.17美元),而上年同期每股ADS基本和摊薄亏损均为人民币1.52元。不按美国通用会计准则,每股美国存托股(ADS)摊薄亏损为人民币0.15元(约合0.02美元),而上年同期每股ADS摊薄亏损人民币0.72元。截至2020年12月31日,拼多多持有的现金、现金等价物和短期投资为人民币870亿元(约合133亿美元),而截至2019年12月31日为人民币411亿元。2020年全年业绩:总营收为人民币594.919亿元(约合91.175亿美元),与2019年的人民币301.419亿元相比增长 97%。营收成本为192.786元人民币(约合29.546亿美元),与2019年的63.388亿元人民币相比增长204%。整体运营开支为人民币495.935亿元(约合76.005亿美元),而2019年为人民币323.413亿元。运营亏损为人民币93.803亿元(约合14.376亿美元),而2019年运营亏损人民币85.382亿元。不按美国通用会计准则,运营亏损为人民币57.673亿元(约合8.839亿美元),而2019年运营亏损人民币59.805亿元。归属于拼多多普通股股东的净亏损为人民币71.797亿元(约合11.003亿美元),而2019年净亏损人民币69.676亿元。不按美国通用会计准则,归属于拼多多普通股股东的净亏损为人民币29.650亿元(约合4.544亿美元),而2019年净亏损人民币43.658亿元。每股美国存托股(ADS)基本和摊薄亏损均为人民币6.02元(约合0.92美元),而2019年每股ADS基本和摊薄亏损均为人民币6.04元。不按美国通用会计准则,每股美国存托股(ADS)基本和摊薄亏损均为人民币2.49元(约合0.38美元),而2019年每股ADS基本和摊薄亏损均为人民币3.68元黄峥辞任拼多多董事长黄峥在致股东信中宣布,董事会已批准其辞任董事长,由联合创始人、现任CEO陈磊接棒。黄峥认为,过去几年里拼多多对农业领域的贡献主要还是在流通领域,未来要通过对农产品种植过程的控制及对食品科学和生命科学领域的研究,确保拼多多10年后的高速高质量发展。作为创始人,黄峥将跳脱出来“去摸一摸10年后路上的石头”。公布财报后,拼多多盘前股价一路下挫,现跌超8%以下为黄峥2021年致股东信原文:今年的股东信提前了一点,是为了及时和大家同步一个消息。刚刚开完的董事会上,董事们批准了我辞去拼多多董事长职位的请求,陈磊将从即日起接任董事长,并继续担任CEO一职。在不再担任董事长和拼多多管理职位后,我的1:10的超级投票权也将失效。我名下股份的投票权将委托拼多多董事会以投票的方式来进行决策,同时我个人承诺个人名下的股票在未来3年内继续锁定,不出售。去年7月1日我卸任了CEO,原本计划在一年整的时候和陈磊完成董事长职位的交接。两个原因让我们决定将这个计划中的交接进一步提前了一些。一是行业竞争的日益激烈甚至异化让我意识到这种传统的以规模和效率为主要导向的竞争是有其不可避免的问题的。要改变就必须在更底层、根本的问题上采取行动,要在核心科技和其基础理论上寻找答案。虽然拼多多自身还很年轻,还有很厚、很长的雪坡,还有比较长时间的高速增长空间,但如果要确保它10年后的高速高质量发展,那么有些探索现在已经是正当其时了。我作为创始人,跳脱出来去摸一摸10年后路上的石头,可能是比较适合的人选。如果还能结合我自身的兴趣,那就再好不过了。二是因为疫情等原因导致的外部环境的剧烈变化,也加速了拼多多内部业务和管理的迭代。拼多多从一个纯轻资产的第三方平台,开始转重,在仓储、物流及农货源头开始进行新一轮的投入,新的业务开始在拼多多内萌芽并迅速成长。这既改变了拼多多,更催生了、锻炼了新一代的领导者、管理者,也是时候逐步让更多的后浪起来塑造属于他们的拼多多了。那么,后面的拼多多会是什么样子呢?我未必能决定,但却可以快乐地和大家分享我自己的想象。首先,拼多多会是一家永远把消费者利益和社会价值放在第一位的社会的企业。我们践行的“普惠、人为先、更开放”的新电商理念将在未来的日子里更鲜明地为行业和公众知晓。它面向最广大的人群,一点一滴的作出改进,努力为消费者,为社会创造价值,不论它是显著的还是不容易被看见的。也因为此,它将越来越受到大众的欢迎。它所面临的各种藩篱也会慢慢被打破,即使有时候会需要一点时间,甚至可能会有波折。但是“普惠,人为先,更开放” 应该是个方向,它将在这个新时代绽放出不一样的活力。其次,拼多多会是一家富予想象,不断迭代创新的企业。Costco+Disney 的愿景将会更具象、更生动地展现在面前。虽然当前还只是多实惠、多乐趣的初级阶段,但我们已经能够感受到多实惠叠加上多乐趣后带来的性质性的微妙的不同,感受到这背后的化学反应产生的 1+1>2 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href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>这就要上市了?为什么老虎没提供打新?","text":"$滴滴(DIDI)$这就要上市了?为什么老虎没提供打新?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/153466513","isVote":1,"tweetType":1,"viewCount":6834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159807272,"gmtCreate":1624954031296,"gmtModify":1624954031296,"author":{"id":"3548126242847346","authorId":"3548126242847346","name":"hsuan","avatar":"https://static.tigerbbs.com/962664f269c8a1ec44a3c7227b45b174","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548126242847346","authorIdStr":"3548126242847346"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02150\">$奈雪的茶(02150)$</a>没中,盼着破发","listText":"<a 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