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2023-03-29
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【券商聚焦】高盛维持京东集团(09618)“买入”评级 指集团专注重建低价消费者心智份额
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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【券商聚焦】高盛维持京东集团(09618)“买入”评级 指集团专注重建低价消费者心智份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002821290\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2023-03-29 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/GS\">高盛</a>发研报指，<a href=\"https://laohu8.com/S/JD\">京东</a>集团(09618)管理层于3月28日在非投资路演中重申，公司专注于通过各种举措（包括补贴计划和9.9元产品免费送货渠道）重建日常低价消费者的心智份额，同时扩大其3P生态系统，并进一步分享通过专门采购和效率提升1P竞争力的战略业务调整。</p><p>管理层称，补贴计划旨在扩大现有客户的钱包份额，重新激活老用户并吸引新用户。同时考虑到参与者都相当理性，而且公司在补贴计划上的支出可控，因此行业内发生大规模补贴价格战的可能性很小。此外，此前为了追求增长，公司在超市品类中开发了多种商业模式，其中部分模式无法扩展或无法盈利。公司将从今年第二季度开始逐步调整低效的商业模式，并将资源配置转移到发展长尾产品的3P生态系统，提升客户体验。排除自愿业务调整，日用商品类别一直在增长并持续提高利润率。</p><p>该行认为，投资者的主要关注点主要是补贴计划战略、1P/3P前景（管理层认为长期1P为40%；3P为60%的组合）、低端市场扩张、业务调整影响和商家盈利能力。维持京东“买入”评级及目标价83美元/323港元，看好其领先的零售规模，独特的1P在线直销+市场模式，以及行业领先的内部仓储和供应链能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=f0253a4f281fd12c9a5c3e444d5f34a1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2323494842","content_text":"高盛发研报指，京东集团(09618)管理层于3月28日在非投资路演中重申，公司专注于通过各种举措（包括补贴计划和9.9元产品免费送货渠道）重建日常低价消费者的心智份额，同时扩大其3P生态系统，并进一步分享通过专门采购和效率提升1P竞争力的战略业务调整。管理层称，补贴计划旨在扩大现有客户的钱包份额，重新激活老用户并吸引新用户。同时考虑到参与者都相当理性，而且公司在补贴计划上的支出可控，因此行业内发生大规模补贴价格战的可能性很小。此外，此前为了追求增长，公司在超市品类中开发了多种商业模式，其中部分模式无法扩展或无法盈利。公司将从今年第二季度开始逐步调整低效的商业模式，并将资源配置转移到发展长尾产品的3P生态系统，提升客户体验。排除自愿业务调整，日用商品类别一直在增长并持续提高利润率。该行认为，投资者的主要关注点主要是补贴计划战略、1P/3P前景（管理层认为长期1P为40%；3P为60%的组合）、低端市场扩张、业务调整影响和商家盈利能力。维持京东“买入”评级及目标价83美元/323港元，看好其领先的零售规模，独特的1P在线直销+市场模式，以及行业领先的内部仓储和供应链能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":659240626,"gmtCreate":1680095262265,"gmtModify":1680096442902,"author":{"id":"3556805708891142","authorId":"3556805708891142","name":"高宁0618","avatar":"https://static.tigerbbs.com/aa3eaaf283ae14a87abfc234e58d276a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556805708891142","authorIdStr":"3556805708891142"},"themes":[],"htmlText":"优秀","listText":"优秀","text":"优秀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659240626","repostId":"2323494842","repostType":2,"isVote":1,"tweetType":1,"viewCount":1278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
