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重楼学习中
2021-09-22
$水滴(WDH)$
别急,1块钱才有赔率。这公司3-4亿美金还是能看看的
重楼学习中
2021-03-05
$快手-W(01024)$
快手的合理估值似乎在800亿美金上下,这么看股价需要再跌50%
重楼学习中
2021-10-19
$水滴(WDH)$
这个票仔细琢磨似乎没什么价值。1块钱也贵。筹款是最有价值的,可惜不产生直接收益现在连流量价值也低的忽略不计了。卖保险,需要从抖音和腾讯采购流量,作为二道贩子,价值在哪里?
重楼学习中
2021-09-26
$水滴(WDH)$
水滴望京国际研发园要退租了,裁了很多人,继续等1美金
重楼学习中
2021-09-29
$水滴(WDH)$
水滴还没解禁[捂脸]
重楼学习中
2021-11-17
$水滴(WDH)$
慧择1亿美金,水滴7亿美金。这俩营收规模差不多,商业模式差不多。就说水滴还能从筹款搞一点点流量,2亿美金不能再多了。对应股价大约0.5美金,水滴大概率要去1美金以下了
重楼学习中
2021-11-30
$水滴(WDH)$
水滴上市融了4亿美金,去年底账上22.5亿人民币。现在还是4亿美金,说明今年前三季度烧了22.5亿人民币,真是个烧钱机器。账面上钱还够烧一年
重楼学习中
2021-11-05
$水滴(WDH)$
回购估计就是强撑2块钱
重楼学习中
2021-10-16
$水滴(WDH)$
水滴要等到1块钱
重楼学习中
2021-10-19
$水滴(WDH)$
水滴还有个问题,定价太高。这样的话,如果公司市值跌破4亿美金,那么股价会到1美金以下,监管机构对长期低于1美金的股票会要求退市的,水滴能维持住1美金的股价么?我看悬啊
重楼学习中
2021-08-12
$水滴(WDH)$
1-1.3还是可以看的,值5亿美金。等待
重楼学习中
2021-03-24
$快手-W(01024)$
合理估加在100-150之间。3000-5000亿有赔率
重楼学习中
2021-02-05
$AMC院线(AMC)$
已清仓,本来想赚价值回归的钱,谁知道十天就涨了超过500%,拜拜了您
重楼学习中
2021-11-28
$水滴(WDH)$
财报依然不乐观,看看还有多少现金吧。
重楼学习中
2021-10-05
$水滴(WDH)$
水滴1.5美金以下的时候可以尝试建仓
重楼学习中
2021-08-06
$水滴(WDH)$
合理估值大约在5-8亿美金,1.5刀可以尝试建仓
重楼学习中
2021-07-27
$水滴(WDH)$
水滴还是有价值的,合理估值在5亿美金左右。股价1.3-1.5美金可以尝试买入
重楼学习中
2021-11-24
$水滴(WDH)$
水滴还得跌60-70%不要急,合理市值是1.5-2亿刀
重楼学习中
2021-08-20
$水滴(WDH)$
1美金见到。
重楼学习中
2021-07-26
$快手-W(01024)$
从120开始准备持续买入,看起来机会来了,发行价105。100出头的快手有赔率的
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21:55","market":"hk","language":"zh","title":"水滴公司前三季度大幅减亏 30余位高管承诺18个月不减持公司股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2188251265","media":"华夏时报","summary":"水滴公司前三季度大幅减亏,30余位高管承诺18个月不减持公司股票来源:华夏时报记者 吴敏11月30日,水滴公司公布了其截至2021年9月30日的第三季度未经审计的财务业绩。同时今年以来,新的监管规则和政策陆续出台,包括对互联网保险的专项整治。","content":"<div>\n<p>原标题:水滴公司前三季度大幅减亏,30余位高管承诺18个月不减持公司股票来源:华夏时报记者 吴敏 11月30日,水滴公司公布了其截至2021年9月30日的第三季度未经审计的财务业绩。报告显示,水滴公司第三季度业绩稳固增长,水滴保平台前三季度首年保费(FYP) 同比增长37.5%达到144.64亿元人民币,已超过2020年的全年首年保费。第三季度,水滴保平台保险客户数和单个客户首年保费亦进一步取得...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-12-02/doc-ikyamrmy6478709.shtml\">Web Link</a>\n\n</div>\n","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\" 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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水滴公司前三季度大幅减亏 30余位高管承诺18个月不减持公司股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-02 21:55 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-12-02/doc-ikyamrmy6478709.shtml><strong>华夏时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:水滴公司前三季度大幅减亏,30余位高管承诺18个月不减持公司股票来源:华夏时报记者 吴敏 11月30日,水滴公司公布了其截至2021年9月30日的第三季度未经审计的财务业绩。报告显示,水滴公司第三季度业绩稳固增长,水滴保平台前三季度首年保费(FYP) 同比增长37.5%达到144.64亿元人民币,已超过2020年的全年首年保费。第三季度,水滴保平台保险客户数和单个客户首年保费亦进一步取得...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-12-02/doc-ikyamrmy6478709.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/51edcbed4cc4bf7f4b7ca9a4a8cb859d","relate_stocks":{"BK4539":"次新股","BK4173":"保险经纪商","WDH":"水滴","BK4509":"腾讯概念"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-12-02/doc-ikyamrmy6478709.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188251265","content_text":"原标题:水滴公司前三季度大幅减亏,30余位高管承诺18个月不减持公司股票来源:华夏时报记者 吴敏 11月30日,水滴公司公布了其截至2021年9月30日的第三季度未经审计的财务业绩。报告显示,水滴公司第三季度业绩稳固增长,水滴保平台前三季度首年保费(FYP) 同比增长37.5%达到144.64亿元人民币,已超过2020年的全年首年保费。第三季度,水滴保平台保险客户数和单个客户首年保费亦进一步取得快速增长。截至2021年9月30日,累计保险客户数达到1.087亿,累计付费保险客户数达到2720万。同时,水滴保也在提升客户价值挖掘和客户粘性,该季每位客户的首年保费增长至1292元,同比增长17.1%。另一方面,水滴公司继续立足本身独特定位,丰富人身保险产品供给,推进普惠保险快速发展。截至今年9月30日,水滴保平台上提供323种保险产品,超过90%的首年保费是由水滴保独家定制的保险产品贡献。就产品类型而言,第三季度重疾险产品延续前两季的强劲增长,首年保费同比大增71%。今年以来国内保险行业进入转型升级期,银保监会统计数据显示,2021年前三季度,保险业累计实现原保险保费收入3.65万亿元,同比下滑1.29%。健康险是唯一保费同比增速为正的险种,但前9个月同比也近微增1.21%。几大上市险企第三季度业绩均出现了同比三成以上的下滑,前三季度保费收入增速放缓明显,新单呈负增长状况。在整个行业负增长的情况下,水滴的业绩增长不可避免也受到一定影响。同时今年以来,新的监管规则和政策陆续出台,包括对互联网保险的专项整治。水滴保险保障事业群总经理杨光表示,“我们在第三季度主动升级和优化了在线获客模式,以更好地顺应新的监管指引和不断发展的行业趋势。我们希望促进行业短期保险营销模式的提升,进一步提提升效率,从而实现更健康和可持续的发展。”三季度财报显示,水滴保第三季度首年保费相对去年同期保持平稳,但仍然优于行业整体表现。杨光认为,这是“由于水滴拥有庞大的客户群,并且能够充分挖掘现有客户的价值和保持业务的弹性。”实际上,对水滴公司来说,市场关注的焦点是其费用成本和盈利情况。今年该公司一季报显示,保费业绩增长超40%,但销售与市场费用攀升到8.37亿元,季度经营亏损额为4.6亿元;今年二季度,销售和营销费用达12.45亿元,经营亏损为8.154亿元,水滴CFO施康平预计“将大幅降低销售和营销费用”。可喜的是,财报显示,水滴公司三季度销售和营销费用降到7.817亿元,环比下降37.2%,显示出公司对市场营销费用上的控制,经营亏损5.13亿元,较第二季度更是大幅减少了37.1%,第三季度净亏损较第二季度亦下降27.3%。施康平表示:“未来将继续坚持承诺,实现质量的提升和盈利能力的改善。”针对业绩的持续改善,以及成本的有效管控,券商纷纷给予水滴公司正面评价。高盛表示,随着水滴在销售和营销费用方面的控制,预计公司将寻求在2023年之前实现成熟业务的收支平衡,伴随水滴扩大与保险公司和其他医疗服务提供者的合作,推动长期险的首年保费增长,基于DCF估值方式计算,高盛赋予水滴未来12个月的目标价为9.5美元/ADS,维持“买入”评级。另外,作为国家健全医疗保险和救助制度的有力补充之一,截至2021年9月30日,累计3.83亿人通过互联网大病求助平台水滴筹平台捐款,向超过220万大病患者捐赠了超过457亿元,积极引导社会力量参与救助保障,发挥补充救助作用。筹和医疗事业群总经理胡尧表示,水滴筹业务进一步巩固了市场领先地位,并与地方政府共同探索多层次医疗保障和医疗救助体系的模式,为共同富裕做出贡献。同时“医疗业务凭借水滴筹竞争优势、庞大的患者群体和广泛的网络,初步探索以来已呈现增长趋势。“虽然营销、管理费用降低,但水滴公司继续保持了对研发的投入,第三季度,水滴公司的研发投入同比增长92.9%,达到1.029亿元,致力于不断通过科技手段提升保险营销、核保、续保、理赔等环节效率,进而保持水滴在互联网保险平台中的领先地位。财报还透露,水滴公司自9月8日宣布回购至9月末已经回购近50万股公司美国存托股,未来在合适的时间段仍会继续执行回购计划。值得一提的是,水滴公司创始人兼CEO沈鹏表示:“基于对公司前景的坚定信心和对公司长期可持续发展的支持,以及维护广大公众投资者利益的坚定选择,包括其本人在内的共计三十余位核心管理人员,在上市前已承诺在水滴公司本月的禁售期结束后的至少18个月内,不会出售或处置持有的水滴公司股票或期权,持续加强战略稳定性和更专注公司发展。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609650681,"gmtCreate":1638281822984,"gmtModify":1638282096681,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴上市融了4亿美金,去年底账上22.5亿人民币。现在还是4亿美金,说明今年前三季度烧了22.5亿人民币,真是个烧钱机器。账面上钱还够烧一年","text":"$水滴(WDH)$水滴上市融了4亿美金,去年底账上22.5亿人民币。现在还是4亿美金,说明今年前三季度烧了22.5亿人民币,真是个烧钱机器。账面上钱还够烧一年","images":[{"img":"https://static.tigerbbs.com/565a384120e6158d5f1a1500e2d4d23b","width":"1080","height":"2376"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/609650681","isVote":1,"tweetType":1,"viewCount":4231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"content":"想再融资没那么容易,烧的这22.5亿,烧出来了什么呢?大部分是给了广告平台,没什么意义","text":"想再融资没那么容易,烧的这22.5亿,烧出来了什么呢?大部分是给了广告平台,没什么意义","html":"想再融资没那么容易,烧的这22.5亿,烧出来了什么呢?大部分是给了广告平台,没什么意义"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":600142084,"gmtCreate":1638105688916,"gmtModify":1638105688916,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>慧择1亿美金,水滴7亿美金。这俩营收规模差不多,商业模式差不多。就说水滴还能从筹款搞一点点流量,2亿美金不能再多了。对应股价大约0.5美金,水滴大概率要去1美金以下了","text":"$水滴(WDH)$慧择1亿美金,水滴7亿美金。这俩营收规模差不多,商业模式差不多。就说水滴还能从筹款搞一点点流量,2亿美金不能再多了。对应股价大约0.5美金,水滴大概率要去1美金以下了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878096616","isVote":1,"tweetType":1,"viewCount":3395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871325499,"gmtCreate":1637028217333,"gmtModify":1637028217333,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>回购的钱用来维护2美金的股价。不知道给没给市值管理团队佣金","listText":"<a 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href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还有个问题,定价太高。这样的话,如果公司市值跌破4亿美金,那么股价会到1美金以下,监管机构对长期低于1美金的股票会要求退市的,水滴能维持住1美金的股价么?我看悬啊","text":"$水滴(WDH)$水滴还有个问题,定价太高。这样的话,如果公司市值跌破4亿美金,那么股价会到1美金以下,监管机构对长期低于1美金的股票会要求退市的,水滴能维持住1美金的股价么?我看悬啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/850732822","isVote":1,"tweetType":1,"viewCount":2281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850795613,"gmtCreate":1634624555709,"gmtModify":1634624555709,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>这个票仔细琢磨似乎没什么价值。1块钱也贵。筹款是最有价值的,可惜不产生直接收益现在连流量价值也低的忽略不计了。卖保险,需要从抖音和腾讯采购流量,作为二道贩子,价值在哪里?","listText":"<a 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href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴要等到1块钱","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴要等到1块钱","text":"$水滴(WDH)$水滴要等到1块钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/824454428","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829280557,"gmtCreate":1633513672236,"gmtModify":1633513672236,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>回购了几十万应该","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>回购了几十万应该","text":"$水滴(WDH)$回购了几十万应该","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829280557","isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820406210,"gmtCreate":1633410183566,"gmtModify":1633410183566,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴1.5美金以下的时候可以尝试建仓","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴1.5美金以下的时候可以尝试建仓","text":"$水滴(WDH)$水滴1.5美金以下的时候可以尝试建仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820406210","isVote":1,"tweetType":1,"viewCount":1299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862606617,"gmtCreate":1632873458270,"gmtModify":1632873458270,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还没解禁[捂脸] ","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴还没解禁[捂脸] ","text":"$水滴(WDH)$水滴还没解禁[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862606617","isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3584302692687151","authorId":"3584302692687151","name":"确实搞笑","avatar":"https://static.tigerbbs.com/053cf6625f562efe2d7e9d906b867039","crmLevel":1,"crmLevelSwitch":0,"idStr":"3584302692687151","authorIdStr":"3584302692687151"},"content":"就这股价解禁会怕吗?","text":"就这股价解禁会怕吗?","html":"就这股价解禁会怕吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868255321,"gmtCreate":1632661510763,"gmtModify":1632661510763,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴望京国际研发园要退租了,裁了很多人,继续等1美金","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>水滴望京国际研发园要退租了,裁了很多人,继续等1美金","text":"$水滴(WDH)$水滴望京国际研发园要退租了,裁了很多人,继续等1美金","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/868255321","isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863857572,"gmtCreate":1632377255096,"gmtModify":1632377255096,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"阿里不太行了啊。多少年了,似乎都没打过胜仗","listText":"阿里不太行了啊。多少年了,似乎都没打过胜仗","text":"阿里不太行了啊。多少年了,似乎都没打过胜仗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863857572","repostId":"2169654817","repostType":2,"repost":{"id":"2169654817","kind":"news","pubTimestamp":1632317334,"share":"https://www.laohu8.com/m/news/2169654817?lang=&edition=full","pubTime":"2021-09-22 21:28","market":"hk","language":"zh","title":"淘菜菜,会是阿里与美团“终极之战”的吹哨人吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2169654817","media":"界面","summary":"在这个时间节点,阿里终于以“淘菜菜”正式加入战争。随后在9月14日,阿里巴巴宣布在长沙成立第一家“淘菜菜”小店。虽然淘菜菜刚刚起步,但市场认为阿里的供应链优势明显。此外,阿里新提出的“社区小店”改造是一个亮点。阿里与美团的PK一直被业内称为中国互联网的“第三次世界大战”。2019年初,饿了么上海商家的平台佣金大幅提升,饿了么在与商户的协商中要求商户二选一,只要商户从美团下线,就能恢复之前约定好的服务费比例。","content":"<div>\n<p>从去年开始,各大巨头跑步进入“社区团购”赛道。近两年的时间里,社区团购的大战经历了从如火如荼到逐渐熄火的魔幻。在这个时间节点,阿里终于以“淘菜菜”正式加入战争。阿里缘何有此一举?最近几年来,阿里的电商业务被拼多多的下沉市场策略挤压,本地生活服务又被美团夹击,此时的淘菜菜显然被阿里寄予厚望。今年8月,阿里巴巴公布季度财报,其中有三个业务——社区商业平台、淘宝特价版和本地生活服务,被标注为“加大投入的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092221373379f396b0&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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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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淘菜菜,会是阿里与美团“终极之战”的吹哨人吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-22 21:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092221373379f396b0&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从去年开始,各大巨头跑步进入“社区团购”赛道。近两年的时间里,社区团购的大战经历了从如火如荼到逐渐熄火的魔幻。在这个时间节点,阿里终于以“淘菜菜”正式加入战争。阿里缘何有此一举?最近几年来,阿里的电商业务被拼多多的下沉市场策略挤压,本地生活服务又被美团夹击,此时的淘菜菜显然被阿里寄予厚望。今年8月,阿里巴巴公布季度财报,其中有三个业务——社区商业平台、淘宝特价版和本地生活服务,被标注为“加大投入的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092221373379f396b0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/041dc97dddc61a38c6151a410c1ae78c","relate_stocks":{"03690":"美团-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092221373379f396b0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2169654817","content_text":"从去年开始,各大巨头跑步进入“社区团购”赛道。近两年的时间里,社区团购的大战经历了从如火如荼到逐渐熄火的魔幻。在这个时间节点,阿里终于以“淘菜菜”正式加入战争。阿里缘何有此一举?最近几年来,阿里的电商业务被拼多多的下沉市场策略挤压,本地生活服务又被美团夹击,此时的淘菜菜显然被阿里寄予厚望。今年8月,阿里巴巴公布季度财报,其中有三个业务——社区商业平台、淘宝特价版和本地生活服务,被标注为“加大投入的新业务”。随后在9月14日,阿里巴巴宣布在长沙成立第一家“淘菜菜”小店。淘菜菜的前身是阿里巴巴社区电商事业群的两个品牌“盒马集市”和“淘宝买菜”,这两个品牌合并升级成为淘菜菜后,在淘宝APP和淘特APP首页位置展示。阿里巴巴MMC商品运营负责人陈彤彤在谈及淘菜菜的成立原因时表示,社区电商有助于阿里在下沉市场和农村拓展新用户,满足不同地区、不同层次消费者多样化的消费需求,对于阿里在国内消费者领域的新用户增长,以及提升老用户的活跃度有积极意义。在业界看来,阿里挤进这条赛道,主要原因是要缓解流量焦虑。显然,阿里做社区电商是看中了下沉市场,并在这个市场寻找增量空间,毕竟社区电商的模式也与下沉市场高度契合。阿里在电商行业深耕20余年,截至2021年3月,阿里中国零售市场月度活跃用户达到9.25亿,在这个庞大的月活数字面前,想要获取新的客户并不容易。一位阿里内部人士称,阿里现在获取一个新客户的成本已经高达上千元。流量是互联网企业的“命根”,随着互联网红利逐渐消失,电商获客成本逐渐增高,社区团购被视为互联网流量的最后一块“洼地”。因为买菜是大多数老百姓们每天必做的事,通过红包补贴让老百姓通过线上买菜,是各大平台最常用的引流方式。此前,虎嗅的报道称,美团在2020年7月发力社区电商业务后,烧掉了232亿元,但净增用户数已经接近1.6亿人。此外,美团优选带来的新用户被引流到美团平台后,还可以转化为其他板块的增量用户。有分析机构指出,美团优选带来的新用户,已对美团外卖业务带来明显增量。2021年第一季度,美团单季新增用户近5900万,成为中国互联网单季用户增长量最大的互联网平台。美团创始人王兴透露,美团优选贡献了其中近一半新用户。用社区团购获客已经被美团证实是有效果的,阿里推出淘菜菜的目的,不仅仅是卖菜,还肩负着帮淘宝及淘宝特价版APP拓新和促活的任务。那么淘菜菜能肩负重任吗?虽然淘菜菜刚刚起步,但市场认为阿里的供应链优势明显。阿里巴巴MMC商品运营负责人陈彤彤称,阿里供应链的优势能缩小下沉市场与一二线城市的消费品质差距,保证城乡同质同价。阿里在供应链端打通了盒马、大润发、1688及淘特,阿里数字农业等五大货源。开源证券也在研报中表示,淘菜菜完整对接了阿里积累的货源,对所售商品的广度与深度会有较强的保障。此外,阿里新提出的“社区小店”改造是一个亮点。美团优选、多多买菜都是团长制,团长通常把自己的家或店铺当做提货点,但阿里只将社区小店作为提货点。这样的优势是,小店更方便接入阿里的系统,小店虽然不是阿里自己的,但可以为之所用,省去了店面的成本。虽然业界认为阿里在社区电商上有优势,但想在这个原来竞争激烈的赛道拿到赢面并不容易。平安证券的电商行业研报分析,目前社区电商业务的竞争格局呈两超(拼多多和美团)+两强(兴盛优选和阿里社区电商)的态势,以橙心优选和十荟团为代表的二线公司面临增长难题,业务开始收缩,更有同程生活和食享会等公司因为现金流不足先后倒闭。多多买菜和美团优选在业务模式上的区别不大,但是美团覆盖的地区更广泛。据光大证券研报称,截至2021年4月,多多买菜业务覆盖范围已经涵盖了全中国1800个左右的县城,美团优选业务覆盖范围涵盖了2600个左右的县城。虽然扩张迅速,但多多买菜和美团优选都还处在亏损阶段。拼多多和美团都没有单独公布社区团购业务的具体营收,但东吴证券的分析师指出,美团一季度亏损39亿元,比2020年Q4多亏损了25亿元,损率扩大主要是由于美团优选的大力投入。也有华尔街的分析师在拼多多一季度财报发布后预测,多多买菜拖累拼多多利润率的状况在短期内不会有太大的改善,并预计多多买菜在2021年可能亏损260亿元,拖累利润率在23个百分点左右。除此之外,以前置仓为模式的生鲜电商,每日优鲜和叮咚买菜,其目标客户更跟社区团购的目标客户相似,在持续烧钱的背景下,投资人普遍也不看好,市场表现也不尽人意。每日优鲜在上市当天开盘即跌破发行价,从此其股价未再超过13美元/股的发行价,当前市值仅剩不到10亿美元。叮咚买菜9月20日收盘价为22.57美元,比23.5美元/股的发行价跌了近4%。今年二季度,两家公司的亏损继续加大。叮咚买菜财报显示,公司第二季度总营收为46.46亿元,同比增长77.9%;净亏损为19.37亿元,亏损进一步扩大到125.72%。每日优鲜在二季度录得18.95亿元的净收入,同比增长40.7%;但公司在二季度的净亏损达14.3亿元,较上年同期的净亏损额进一步扩大。无论是前置仓模式还是O2O平台模式的社区电商,在激烈的行业竞争下,有的玩家持续亏损,有的玩家倒闭,想跑出来一家健康且盈利的企业着实困难。马云曾说,阿里巴巴打着望远镜都找不到竞争对手。但现在时代变了,拼多多的崛起已经让阿里巴巴备受打击。第三方数据机构QuestMobile在今年三月发布了2021春节特辑洞察报告,报告显示,在大年初一和初二两天,拼多多的日活跃用户数首次超越手机淘宝。实际上,阿里已经在去年开始将淘宝特价版单独分离出来成为独立APP,电商报在今年8月的报道中称,淘特APP的诞生更多是为了对标拼多多,也是为了抢占淘宝固有用户外的下沉市场。今年618期间,淘特拿出10亿元上线官方补贴频道,使得活动期间淘特消费者同比去年增长140%,订单同比增长超过350%。在拼多多之外,阿里的终极对手美团也让阿里感到焦虑。有人对互联网行业做过一个总结:阿里用淘宝和天猫,把人和物连接到了一起,美团在做的是将人和服务连接到一起。B站博主林盆同学在一个关于美团和阿里竞争的分析视频中提出一个观点,阿里连接的是中国大大小小的制造商,做的是让第二产业线上化的生意,而美团则一直在服务业领域,做的是让第三产业线上化的生意。第三产业的规模扩大和结构优化是随着国家经济的发展而发展的,这样看来,美团做的生意有更多的上升空间。阿里发展到现在,单凭淘宝已经没有太多的故事可讲,想要不断地增长,必须与中国经济的发展态势共同成长,也就是大力发展第三产业的线上化。阿里与美团的PK一直被业内称为中国互联网的“第三次世界大战”。阿里在2018年以95亿美元全资收购了饿了么,企图用饿了么当做筹码与美团决一死战,并宣称饿了么不考虑盈利,投资也不封顶。2019年初,饿了么上海商家的平台佣金大幅提升,饿了么在与商户的协商中要求商户二选一,只要商户从美团下线,就能恢复之前约定好的服务费比例。然而这些策略让饿了么和美团两败俱伤,双方都没赚到钱,美团也没被阿里打败。美团也对阿里有所回击,曾几度在支付方式中下架支付宝。有读者向《壹DU财经》表示,“一个美团=饿了么+大众点评+滴滴+58同城+携程旅行+摩拜单车,一个APP能做一切我想做的事,我有什么理由不用?如果让我在美团和支付宝中选择,我肯定会选美团,支付用微信也完全没问题”。在本地生活服务领域,美团无疑是阿里一个强大的对手,双方的竞争还在持续着。当下,阿里成立淘菜菜,继续向美团开战。在这场社区团购的战斗里,谁又会成为未来的赢家?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869221312,"gmtCreate":1632295440736,"gmtModify":1632296057791,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>别急,1块钱才有赔率。这公司3-4亿美金还是能看看的","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>别急,1块钱才有赔率。这公司3-4亿美金还是能看看的","text":"$水滴(WDH)$别急,1块钱才有赔率。这公司3-4亿美金还是能看看的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/869221312","isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":869221312,"gmtCreate":1632295440736,"gmtModify":1632296057791,"author":{"id":"3554984041363844","authorId":"3554984041363844","name":"重楼学习中","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3554984041363844","authorIdStr":"3554984041363844"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>别急,1块钱才有赔率。这公司3-4亿美金还是能看看的","listText":"<a 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