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五彩斑斓的灰
2021-04-15
$趣活(QH)$
要出了,抓紧上车
五彩斑斓的灰
2021-04-06
$趣活(QH)$
整个大盘都涨,就你跌
五彩斑斓的灰
2021-03-09
$趣活(QH)$
现在是入市的好时候,别人恐惧我疯狂,今年的美股的走势和去年完全一模一样,今年的年底的估价,翻一翻
五彩斑斓的灰
2021-02-05
$趣活(QH)$
今年第一季度财报,美团看涨,居家过年外卖成标配,第一季度财报会不错
五彩斑斓的灰
2021-02-05
$羚羊控股(AEHL)$
谁能解释一下吗?为啥涨了这么多
五彩斑斓的灰
2021-02-05
$快手-W(01024)$
负债率这么高,炒啥呢?
五彩斑斓的灰
2020-11-13
$美团-W(03690)$
二选一平台的典范,杀熟算法的应用先驱,呵呵
五彩斑斓的灰
2020-07-15
该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。
紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗?
去老虎APP查看更多动态
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二选一平台的典范,杀熟算法的应用先驱,呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304648392","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941133808,"gmtCreate":1594821403004,"gmtModify":1704206982872,"author":{"id":"3557488170004092","authorId":"3557488170004092","name":"五彩斑斓的灰","avatar":"https://static.tigerbbs.com/50c994395a9f15a33637bef5bf647732","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557488170004092","authorIdStr":"3557488170004092"},"themes":[],"htmlText":"该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。","listText":"该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。","text":"该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941133808","repostId":"2051398401","repostType":2,"repost":{"id":"2051398401","pubTimestamp":1594782654,"share":"https://www.laohu8.com/m/news/2051398401?lang=&edition=full","pubTime":"2020-07-15 11:10","market":"hk","language":"zh","title":"紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2051398401","media":"GPLP犀牛财经","summary":"原标题:紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经作者:秋阳来源:GPLP犀牛财经(ID:gplpcn)北京时间7月10日晚,中国灵活用工平台趣活(QH.NAS","content":"<html><body><p>原标题:紧抱美团、饿了么仍持续亏损 <a href=\"https://laohu8.com/S/QH\">趣活</a>的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经</p><p><font>作者:</font><font>秋阳</font></p><p><font>来源:GPLP犀牛财经(ID:gplpcn)</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2020715/723/w904h619/20200715/7a3a-iwhseiu6061611.jpg/w720fin.jpg\"/></div><p>北京时间7月10日晚,中国灵活用工平台趣活(QH.NASDAQ)在美国纳斯达克交易所挂牌上市,发行价10美元/股,募资3300万美元。上市首日报收12.77美元/股。</p><p>单说趣活可能比较陌生,生活中常见的外卖小哥、家政保洁、网约车司机等等,有可能来自同一家公司——趣活。</p><p>资料显示,趣活成立于2012年,主营业务是当时中国尚未明确化发展的灵活用工领域,类似于劳务派遣。近年来,随着基本劳动力成本大幅上升,再加上互联网的全面普及带来的外卖配送、网约车等新经济模式的形成,这种简单、技术含量相对较低的灵活用工市场得到了快速且稳定的发展。</p><p>虽然头顶光环不少,若想要在纳斯达克站稳脚跟,趣活自身还需要解决许多固有问题。</p><p><font>持续亏损成本高企的商业模式能走多远?</font></p><p>虽说市场庞大,劳工众多,但成立8年的趣活仍然无法摆脱近几年持续亏损的现状。据招股书,趣活2017至2019年,净亏损分别为1396.9万元、4429.5万元、1344.9万元。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020715/126/w640h286/20200715/838d-iwhseiu6061607.jpg/w720fin.jpg\"/></div><p>(数据来源:趣活招股书)</p><p>值得注意的是,即时餐饮配送业务仍然是趣活的主要收入来源。2019年,趣活营收20.6亿元,其中即时餐饮配送业务占比98.6%。</p><p>然而,2019年的运营成本却高约19亿元,占到了总收入的92%,而毛利润却低至1.62亿元。</p><p>业内人士认为称,在单一的盈利方式下,趣活需要借由呈大体量的规模效应来达到盈利的目的。招募更多的劳工,派送足够量的订单,以此来覆盖运营成本。</p><p>对此,趣活在招股书中披露,如果自身无法在按需食品交付市场上保持竞争优势,或者无法进一步实现方案产品的多元化,那么业务、财务状况、运营及前景可能都会受到不利影响。</p><p><font>高度依赖美团和饿了么,外卖行业红利还能吃多久?</font></p><p>单一的盈利模式必然会造就对应客户的高度集中,在目前国内O2O餐饮即时配送的领域内,美团、饿了么等巨头分割市场,而趣活依赖于与各大平台的劳务关系。在2019年趣活的营收中,美团与饿了么两家即占比高达96%。</p><p>可以说,趣活目前主要是在吃外卖行业的红利。</p><p>而营收主要依赖美团、饿了么将影响趣活的发展前景。据招股书,趣活2019年第四季度的平均月活劳动者数量为4.1万。而与美团和饿了么拥有的百万级骑手相比,趣活平台内的4万名活跃劳工,就有些不够看了。</p><p>若无法减小这种强依赖性,或增大自己的影响力,在未来的发展中,一旦美团或饿了么加大培育使用自身旗下劳工,这对趣活则是毁灭性打击。</p><p>虽然灵活用工市场整体利好,此类职业的需求较大,但像趣活这类劳务“外包”公司仍然需要调整自己的商业模式;大规模的劳工雇佣必然会带来人事纠纷、运营成本增大等问题。</p><p>更好的适应时代的需求与发展,从劳动密集型企业的模式中走出来,这是趣活迫切需要解答的问题。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2020-07-15 11:10 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-07-15/doc-iivhuipn3102571.shtml><strong>GPLP犀牛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经作者:秋阳来源:GPLP犀牛财经(ID:gplpcn)北京时间7月10日晚,中国灵活用工平台趣活(QH.NASDAQ)在美国纳斯达克交易所挂牌上市,发行价10美元/股,募资3300万美元。上市首日报收12.77美元/股。单说趣活可能比较陌生,生活中常见的外卖小哥、家政保洁、网约车司机等等,有可能来自同一家公司...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-07-15/doc-iivhuipn3102571.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/289b82a155026055831ebe486b902c66","relate_stocks":{},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-07-15/doc-iivhuipn3102571.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2051398401","content_text":"原标题:紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经作者:秋阳来源:GPLP犀牛财经(ID:gplpcn)北京时间7月10日晚,中国灵活用工平台趣活(QH.NASDAQ)在美国纳斯达克交易所挂牌上市,发行价10美元/股,募资3300万美元。上市首日报收12.77美元/股。单说趣活可能比较陌生,生活中常见的外卖小哥、家政保洁、网约车司机等等,有可能来自同一家公司——趣活。资料显示,趣活成立于2012年,主营业务是当时中国尚未明确化发展的灵活用工领域,类似于劳务派遣。近年来,随着基本劳动力成本大幅上升,再加上互联网的全面普及带来的外卖配送、网约车等新经济模式的形成,这种简单、技术含量相对较低的灵活用工市场得到了快速且稳定的发展。虽然头顶光环不少,若想要在纳斯达克站稳脚跟,趣活自身还需要解决许多固有问题。持续亏损成本高企的商业模式能走多远?虽说市场庞大,劳工众多,但成立8年的趣活仍然无法摆脱近几年持续亏损的现状。据招股书,趣活2017至2019年,净亏损分别为1396.9万元、4429.5万元、1344.9万元。(数据来源:趣活招股书)值得注意的是,即时餐饮配送业务仍然是趣活的主要收入来源。2019年,趣活营收20.6亿元,其中即时餐饮配送业务占比98.6%。然而,2019年的运营成本却高约19亿元,占到了总收入的92%,而毛利润却低至1.62亿元。业内人士认为称,在单一的盈利方式下,趣活需要借由呈大体量的规模效应来达到盈利的目的。招募更多的劳工,派送足够量的订单,以此来覆盖运营成本。对此,趣活在招股书中披露,如果自身无法在按需食品交付市场上保持竞争优势,或者无法进一步实现方案产品的多元化,那么业务、财务状况、运营及前景可能都会受到不利影响。高度依赖美团和饿了么,外卖行业红利还能吃多久?单一的盈利模式必然会造就对应客户的高度集中,在目前国内O2O餐饮即时配送的领域内,美团、饿了么等巨头分割市场,而趣活依赖于与各大平台的劳务关系。在2019年趣活的营收中,美团与饿了么两家即占比高达96%。可以说,趣活目前主要是在吃外卖行业的红利。而营收主要依赖美团、饿了么将影响趣活的发展前景。据招股书,趣活2019年第四季度的平均月活劳动者数量为4.1万。而与美团和饿了么拥有的百万级骑手相比,趣活平台内的4万名活跃劳工,就有些不够看了。若无法减小这种强依赖性,或增大自己的影响力,在未来的发展中,一旦美团或饿了么加大培育使用自身旗下劳工,这对趣活则是毁灭性打击。虽然灵活用工市场整体利好,此类职业的需求较大,但像趣活这类劳务“外包”公司仍然需要调整自己的商业模式;大规模的劳工雇佣必然会带来人事纠纷、运营成本增大等问题。更好的适应时代的需求与发展,从劳动密集型企业的模式中走出来,这是趣活迫切需要解答的问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":380686775,"gmtCreate":1612537145597,"gmtModify":1703763352976,"author":{"id":"3557488170004092","authorId":"3557488170004092","name":"五彩斑斓的灰","avatar":"https://static.tigerbbs.com/50c994395a9f15a33637bef5bf647732","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557488170004092","authorIdStr":"3557488170004092"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/QH\">$趣活(QH)$</a>整个大盘都涨,就你跌","text":"$趣活(QH)$整个大盘都涨,就你跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343288004","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":941133808,"gmtCreate":1594821403004,"gmtModify":1704206982872,"author":{"id":"3557488170004092","authorId":"3557488170004092","name":"五彩斑斓的灰","avatar":"https://static.tigerbbs.com/50c994395a9f15a33637bef5bf647732","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557488170004092","authorIdStr":"3557488170004092"},"themes":[],"htmlText":"该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。","listText":"该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。","text":"该公司内部会有收购配送站点的收购体积和订单的行为,难道亏损就是运营带来的?懂不懂企业发展逻辑,巨头又不是傻子,为了扩大规模,收购款造成亏损,是合理的,盈利再到追回投资额就完事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/941133808","repostId":"2051398401","repostType":2,"repost":{"id":"2051398401","pubTimestamp":1594782654,"share":"https://www.laohu8.com/m/news/2051398401?lang=&edition=full","pubTime":"2020-07-15 11:10","market":"hk","language":"zh","title":"紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2051398401","media":"GPLP犀牛财经","summary":"原标题:紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经作者:秋阳来源:GPLP犀牛财经(ID:gplpcn)北京时间7月10日晚,中国灵活用工平台趣活(QH.NAS","content":"<html><body><p>原标题:紧抱美团、饿了么仍持续亏损 <a href=\"https://laohu8.com/S/QH\">趣活</a>的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经</p><p><font>作者:</font><font>秋阳</font></p><p><font>来源:GPLP犀牛财经(ID:gplpcn)</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2020715/723/w904h619/20200715/7a3a-iwhseiu6061611.jpg/w720fin.jpg\"/></div><p>北京时间7月10日晚,中国灵活用工平台趣活(QH.NASDAQ)在美国纳斯达克交易所挂牌上市,发行价10美元/股,募资3300万美元。上市首日报收12.77美元/股。</p><p>单说趣活可能比较陌生,生活中常见的外卖小哥、家政保洁、网约车司机等等,有可能来自同一家公司——趣活。</p><p>资料显示,趣活成立于2012年,主营业务是当时中国尚未明确化发展的灵活用工领域,类似于劳务派遣。近年来,随着基本劳动力成本大幅上升,再加上互联网的全面普及带来的外卖配送、网约车等新经济模式的形成,这种简单、技术含量相对较低的灵活用工市场得到了快速且稳定的发展。</p><p>虽然头顶光环不少,若想要在纳斯达克站稳脚跟,趣活自身还需要解决许多固有问题。</p><p><font>持续亏损成本高企的商业模式能走多远?</font></p><p>虽说市场庞大,劳工众多,但成立8年的趣活仍然无法摆脱近几年持续亏损的现状。据招股书,趣活2017至2019年,净亏损分别为1396.9万元、4429.5万元、1344.9万元。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020715/126/w640h286/20200715/838d-iwhseiu6061607.jpg/w720fin.jpg\"/></div><p>(数据来源:趣活招股书)</p><p>值得注意的是,即时餐饮配送业务仍然是趣活的主要收入来源。2019年,趣活营收20.6亿元,其中即时餐饮配送业务占比98.6%。</p><p>然而,2019年的运营成本却高约19亿元,占到了总收入的92%,而毛利润却低至1.62亿元。</p><p>业内人士认为称,在单一的盈利方式下,趣活需要借由呈大体量的规模效应来达到盈利的目的。招募更多的劳工,派送足够量的订单,以此来覆盖运营成本。</p><p>对此,趣活在招股书中披露,如果自身无法在按需食品交付市场上保持竞争优势,或者无法进一步实现方案产品的多元化,那么业务、财务状况、运营及前景可能都会受到不利影响。</p><p><font>高度依赖美团和饿了么,外卖行业红利还能吃多久?</font></p><p>单一的盈利模式必然会造就对应客户的高度集中,在目前国内O2O餐饮即时配送的领域内,美团、饿了么等巨头分割市场,而趣活依赖于与各大平台的劳务关系。在2019年趣活的营收中,美团与饿了么两家即占比高达96%。</p><p>可以说,趣活目前主要是在吃外卖行业的红利。</p><p>而营收主要依赖美团、饿了么将影响趣活的发展前景。据招股书,趣活2019年第四季度的平均月活劳动者数量为4.1万。而与美团和饿了么拥有的百万级骑手相比,趣活平台内的4万名活跃劳工,就有些不够看了。</p><p>若无法减小这种强依赖性,或增大自己的影响力,在未来的发展中,一旦美团或饿了么加大培育使用自身旗下劳工,这对趣活则是毁灭性打击。</p><p>虽然灵活用工市场整体利好,此类职业的需求较大,但像趣活这类劳务“外包”公司仍然需要调整自己的商业模式;大规模的劳工雇佣必然会带来人事纠纷、运营成本增大等问题。</p><p>更好的适应时代的需求与发展,从劳动密集型企业的模式中走出来,这是趣活迫切需要解答的问题。</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\" 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>紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗?</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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{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紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-07-15 11:10 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-07-15/doc-iivhuipn3102571.shtml><strong>GPLP犀牛财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经作者:秋阳来源:GPLP犀牛财经(ID:gplpcn)北京时间7月10日晚,中国灵活用工平台趣活(QH.NASDAQ)在美国纳斯达克交易所挂牌上市,发行价10美元/股,募资3300万美元。上市首日报收12.77美元/股。单说趣活可能比较陌生,生活中常见的外卖小哥、家政保洁、网约车司机等等,有可能来自同一家公司...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-07-15/doc-iivhuipn3102571.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/289b82a155026055831ebe486b902c66","relate_stocks":{},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-07-15/doc-iivhuipn3102571.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2051398401","content_text":"原标题:紧抱美团、饿了么仍持续亏损 趣活的外卖行业红利能一直吃吗? 来源:GPLP犀牛财经作者:秋阳来源:GPLP犀牛财经(ID:gplpcn)北京时间7月10日晚,中国灵活用工平台趣活(QH.NASDAQ)在美国纳斯达克交易所挂牌上市,发行价10美元/股,募资3300万美元。上市首日报收12.77美元/股。单说趣活可能比较陌生,生活中常见的外卖小哥、家政保洁、网约车司机等等,有可能来自同一家公司——趣活。资料显示,趣活成立于2012年,主营业务是当时中国尚未明确化发展的灵活用工领域,类似于劳务派遣。近年来,随着基本劳动力成本大幅上升,再加上互联网的全面普及带来的外卖配送、网约车等新经济模式的形成,这种简单、技术含量相对较低的灵活用工市场得到了快速且稳定的发展。虽然头顶光环不少,若想要在纳斯达克站稳脚跟,趣活自身还需要解决许多固有问题。持续亏损成本高企的商业模式能走多远?虽说市场庞大,劳工众多,但成立8年的趣活仍然无法摆脱近几年持续亏损的现状。据招股书,趣活2017至2019年,净亏损分别为1396.9万元、4429.5万元、1344.9万元。(数据来源:趣活招股书)值得注意的是,即时餐饮配送业务仍然是趣活的主要收入来源。2019年,趣活营收20.6亿元,其中即时餐饮配送业务占比98.6%。然而,2019年的运营成本却高约19亿元,占到了总收入的92%,而毛利润却低至1.62亿元。业内人士认为称,在单一的盈利方式下,趣活需要借由呈大体量的规模效应来达到盈利的目的。招募更多的劳工,派送足够量的订单,以此来覆盖运营成本。对此,趣活在招股书中披露,如果自身无法在按需食品交付市场上保持竞争优势,或者无法进一步实现方案产品的多元化,那么业务、财务状况、运营及前景可能都会受到不利影响。高度依赖美团和饿了么,外卖行业红利还能吃多久?单一的盈利模式必然会造就对应客户的高度集中,在目前国内O2O餐饮即时配送的领域内,美团、饿了么等巨头分割市场,而趣活依赖于与各大平台的劳务关系。在2019年趣活的营收中,美团与饿了么两家即占比高达96%。可以说,趣活目前主要是在吃外卖行业的红利。而营收主要依赖美团、饿了么将影响趣活的发展前景。据招股书,趣活2019年第四季度的平均月活劳动者数量为4.1万。而与美团和饿了么拥有的百万级骑手相比,趣活平台内的4万名活跃劳工,就有些不够看了。若无法减小这种强依赖性,或增大自己的影响力,在未来的发展中,一旦美团或饿了么加大培育使用自身旗下劳工,这对趣活则是毁灭性打击。虽然灵活用工市场整体利好,此类职业的需求较大,但像趣活这类劳务“外包”公司仍然需要调整自己的商业模式;大规模的劳工雇佣必然会带来人事纠纷、运营成本增大等问题。更好的适应时代的需求与发展,从劳动密集型企业的模式中走出来,这是趣活迫切需要解答的问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}