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729ca2ac
2020-11-18
$京东(JD)$
有点无法理解…… PDD我也无法理解……基本面对股价的影响应该两边互换才是
729ca2ac
2020-11-16
解读个毛线 财报这么好股价却大跌 解读你妹 以后不去京东买货了
京东高管解读三季度财报：生鲜电商市场目前没有正面竞争必要
729ca2ac
2020-11-16
$京东(JD)$
今天这行情有点扯了
去老虎APP查看更多动态
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以后不去京东买货了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307636706","repostId":"2083267451","repostType":2,"repost":{"id":"2083267451","kind":"highlight","pubTimestamp":1605537617,"share":"https://www.laohu8.com/m/news/2083267451?lang=&edition=full","pubTime":"2020-11-16 22:40","market":"hk","language":"zh","title":"京东高管解读三季度财报：生鲜电商市场目前没有正面竞争必要","url":"https://stock-news.laohu8.com/highlight/detail?id=2083267451","media":"新浪科技","summary":"北京时间11月16日晚间，京东发布了截至9月30日的2020年第三季度财报，净营收为1742亿元人民币，同比增长29.2%。归属于普通股股东的净利润为76亿元，而上年同期为人民币6亿元。这个市场是巨大的，相信可以容纳很多公司，但是最终存活下来的可能会只有几家，目前还没有正面竞争的必要。","content":"<html><body><p>北京时间11月16日晚间，<a 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Keung：</strong>我有一个关于京东超市业务的问题。许冉刚才提到说公司将继续扩大在超市业务上的投入，可否介绍一下超级物流中心等业务的进展？对于发展包括FRESH和社区团购等新兴业务模式，公司如何利用用户规模和供应链方面的优势？</p>\n<p><strong>许冉：</strong>关于京东超市和生鲜零售业务，我认为市场非常大，而且对于我们而言是一个结构性的机会，对于京东这个集团而言都是需要优先考虑的战略方向。如我此前所言，在这方面，公司B2C的业务模式已经证明是成功的，我们还需要拓展和探索其他各类的模式和项目，覆盖高中低线市场。这个市场是巨大的，相信可以容纳很多公司，<strong>但是最终存活下来的可能会只有几家，目前还没有正面竞争的必要</strong>。生鲜零售或者生鲜电商的进入门槛相对较高，因为存在客单价低，以及生产和流通环节损耗率高的问题，我们觉得无法通过提供补贴来获得竞争优势，最关键的还是要找到优化既有商业流程运营效率和降低运营成本的方法，这也是我们的使命，也是公司的运营原则所在。公司将继续在基础设施和供应链能力方面的投资，提高在这一品类和领域的竞争力。<strong>我们正在测试的新业务包括京东线下生鲜超市7FRESH，社区团购和配送仓库等</strong>。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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京东高管解读三季度财报：生鲜电商市场目前没有正面竞争必要\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-16 22:40 北京时间 <a href=https://tech.sina.cn/i/gj/2020-11-16/detail-iiznctke1774266.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间11月16日晚间，京东发布了截至9月30日的2020年第三季度财报，净营收为1742亿元人民币（约合257亿美元），同比增长29.2%。归属于普通股股东的净利润为76亿元（约合11亿美元），而上年同期为人民币6亿元。基于非美国通用会计准则，归属于普通股股东的净利润为人民币56亿元（约合8亿美元），与上年同期的净利润人民币31亿元相比增长80.1%。\n财报发布后，京东集团董事长兼CEO刘强东...</p>\n\n<a href=\"https://tech.sina.cn/i/gj/2020-11-16/detail-iiznctke1774266.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/59/w550h309/20201116/de64-kcysmrw0643072.jpg/w120h90l50t17eb.jpg","relate_stocks":{"JD":"京东"},"source_url":"https://tech.sina.cn/i/gj/2020-11-16/detail-iiznctke1774266.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2083267451","content_text":"北京时间11月16日晚间，京东发布了截至9月30日的2020年第三季度财报，净营收为1742亿元人民币（约合257亿美元），同比增长29.2%。归属于普通股股东的净利润为76亿元（约合11亿美元），而上年同期为人民币6亿元。基于非美国通用会计准则，归属于普通股股东的净利润为人民币56亿元（约合8亿美元），与上年同期的净利润人民币31亿元相比增长80.1%。\n财报发布后，京东集团董事长兼CEO刘强东、京东零售子集团CEO徐雷、京东物流CEO王振辉、CFO许冉、首席战略官廖建文和投资者关系总监李瑞玉出席了分析师电话会议，对财报进行了解读，并回答了分析师提问\n以下为本次电话会议分析师问答环节部分内容，主要涉及京东线下生鲜超市7FRESH：\n高盛分析师Ronald Keung：我有一个关于京东超市业务的问题。许冉刚才提到说公司将继续扩大在超市业务上的投入，可否介绍一下超级物流中心等业务的进展？对于发展包括FRESH和社区团购等新兴业务模式，公司如何利用用户规模和供应链方面的优势？\n许冉：关于京东超市和生鲜零售业务，我认为市场非常大，而且对于我们而言是一个结构性的机会，对于京东这个集团而言都是需要优先考虑的战略方向。如我此前所言，在这方面，公司B2C的业务模式已经证明是成功的，我们还需要拓展和探索其他各类的模式和项目，覆盖高中低线市场。这个市场是巨大的，相信可以容纳很多公司，但是最终存活下来的可能会只有几家，目前还没有正面竞争的必要。生鲜零售或者生鲜电商的进入门槛相对较高，因为存在客单价低，以及生产和流通环节损耗率高的问题，我们觉得无法通过提供补贴来获得竞争优势，最关键的还是要找到优化既有商业流程运营效率和降低运营成本的方法，这也是我们的使命，也是公司的运营原则所在。公司将继续在基础设施和供应链能力方面的投资，提高在这一品类和领域的竞争力。我们正在测试的新业务包括京东线下生鲜超市7FRESH，社区团购和配送仓库等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307691099,"gmtCreate":1605537967811,"gmtModify":1703838154891,"author":{"id":"3555384127135704","authorId":"3555384127135704","name":"729ca2ac","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555384127135704","idStr":"3555384127135704"},"themes":[],"htmlText":"<a 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