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otupia
2021-03-18
京东自营。。和阿里的计算营收不一样的。
电商巨头业绩对比：阿里最赚钱，京东仍是营收之王
otupia
2021-01-30
$游戏驿站(GME)$
建议管理下鼓动情绪投资。不赞成或反对任何一方观点。但是不要引导明确的投资行为。更不要鼓动情绪。毕竟未来充满变数，给别人造成了损失就不好了
@小虎AV
otupia
2021-01-08
$阿里巴巴-SW(09988)$
港股为什么涨啊？有什么消息吗？
otupia
2020-12-12
$爱奇艺(IQ)$
盘后发生了什么？
去老虎APP查看更多动态
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自营。。和阿里的计算营收不一样的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327829795","repostId":"2120301721","repostType":2,"repost":{"id":"2120301721","pubTimestamp":1616048467,"share":"https://www.laohu8.com/m/news/2120301721?lang=&edition=full","pubTime":"2021-03-18 14:21","market":"us","language":"zh","title":"电商巨头业绩对比：阿里最赚钱，京东仍是营收之王","url":"https://stock-news.laohu8.com/highlight/detail?id=2120301721","media":"腾讯科技","summary":"北京时间3月17日晚间，拼多多正式发布了2020年第四季度及全年财报。至此，阿里巴巴(09988)、京东(09618)、拼多多(PDD.US)国内三大电商平台均发布了全年度财报。\n对于三大电商平台来说","content":"<p>北京时间3月17日晚间，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>正式发布了2020年第四季度及全年财报。至此，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(09988)、<a href=\"https://laohu8.com/S/JD\">京东</a>(09618)、拼多多(PDD.US)国内三大电商平台均发布了全年度财报。</p>\n<p>对于三大电商平台来说，2020年并不平静：年初疫情刺激线上经济爆发、年中社区团购大战硝烟弥漫、年底又遇到监管部门重点关注的反垄断问题。</p>\n<p>经历了如此多的跌宕起伏，各家的股价却表现不一：拼多多一举从去年年初的38.5美元，最高突破到200美元，尽管京东也从35美元，最高突破到100美元，但市值依旧被拼多多超越;阿里巴巴有些落寞，从最高点的311美元，一路下挫到230美元附近，回调幅度近30%。</p>\n<p>股价、市值动荡的背后，实际上是业务经营水平的剧变。腾讯科技整理了三大电商平台近两年的财报数据，解读三家公司的此消彼长。</p>\n<p><b>1.京东仍是营收之王 阿里能在第四季度产生威胁</b></p>\n<p><img src=\"https://static.tigerbbs.com/ab3272db6dbabdc6bc07a49da7f2b52d\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>从近两年的营收规模上看，京东一直处于第一的位置，尤其是在2020年，有6.18的第二季度和有双11的第四季度，京东的营收规模均超过了2000亿元大关。</p>\n<p>此外值得注意的是，凭借双11的主场优势，同样是在去年第四季度，阿里巴巴的季度营收也首次突破了2000亿元，与京东的差距仅有32亿元。</p>\n<p>但从近两年数据来看，阿里巴巴也仅仅是在第四季度和京东的差距最小，比如2019年的营收差距为92亿元，为当年度最小;在京东主场6.18的第二季度，2020年双方的差距接近500亿元。由此可以看出，阿里巴巴短期内想在营收规模上超越京东，并不是一件容易的事情。</p>\n<p>相比之下，拼多多即使在去年第四季度创下了265亿元的营收纪录，但是依旧与阿里、京东有着将近10倍的差距，在营收规模上并不是一个量级。</p>\n<p><img src=\"https://static.tigerbbs.com/43c6e463f05b09c9c96edf37ab70ea7c\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>从营收增速上看，近两年阿里巴巴和京东基本保持在同一水平线，双方差距不大，且在2021年都可以稳定在30%附近，这对于两家已经达到千亿营收规模的公司来说，难能可贵。</p>\n<p>对拼多多来说，随着营收规模的逐步扩大，但是没有告别了极速狂飙的年代，去年第四季度的同比增速再次超过了100%，创新近一年多的新高。</p>\n<p><b>2.阿里营收更多元化 但阿里云增速放缓</b></p>\n<p><img src=\"https://static.tigerbbs.com/79b66ce7894a51b1658ee0cec1298d8c\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>从营构成上看，阿里巴巴是三家电商公司中最多元化的企业，除了核心电商，还有云计算业务、数字媒体和娱乐业务、创新业务等，后面这三项业务共占据超过10%的份额，其中阿里云在去年第四季度的营收占比为7.29%，上年同期为6.6%。</p>\n<p>此外，据阿里巴巴财报披露，阿里云在去年第四季度首次实现盈利，这意味着云计算业务有希望成为阿里巴巴维持增长的第二大引擎。</p>\n<p><img src=\"https://static.tigerbbs.com/71fb13cc0df6a765b99c97f90f8e7e7b\" tg-width=\"641\" tg-height=\"388\" referrerpolicy=\"no-referrer\"></p>\n<p>但需要注意的是，从营收增速趋势图可以看出，阿里云在去年第四季度创下了最近两年的新低，同比增速仅有50%。所以阿里巴巴应该考虑的是，在阿里云的营收规模已经稳定在百亿元以上的时候，如何继续维持高速增长。</p>\n<p><img src=\"https://static.tigerbbs.com/3867665a495317b314b035295830c301\" tg-width=\"641\" tg-height=\"397\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，京东的业务主要分成商品收入和服务收入，其中商品收入占比为85.68%，去年同期为87.7%;物流收入占比6.53%，去年同期为4.39%，这说明京东也正在改善自己营收结构过于单一的情况，在这个大背景下，物流服务正在快速崛起。</p>\n<p><img src=\"https://static.tigerbbs.com/5996edb96847610a3d2affb5391fb81d\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>拼多多的营收构成则相对单一，虽然财报上是按照三项业务划分，但这三项业务实际上都和电商相关。</p>\n<p><b>3.阿里“吸金王”名副其实 拼多多尚未实现连续盈利</b></p>\n<p><img src=\"https://static.tigerbbs.com/d90601464d5a77c80099ca32696880ba\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>从利润上看，阿里是三家公司当中名副其实的吸金王，尤其是在去年第四季度，阿里巴巴净利润创下历史新高，直逼600亿元大关。</p>\n<p>阿里巴巴CFO武卫也在本季度财报电话会议上表示，阿里巴巴亏损比较大的业务基本上全线收窄，有些甚至已经达成了盈利，像饿了么、Lazada这些规模小一些的业务，亏损都在收窄。</p>\n<p>拼多多去年第三季度首次实现了盈利，但第四季度仍旧亏损。因此，如何继续将盈利的势头保持下去，或许是拼多多的当务之急。</p>\n<p><img src=\"https://static.tigerbbs.com/fbe0a8fd9c03a5d25be33185d25838ac\" tg-width=\"641\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>从近年来的净利润增速来看，阿里巴巴则远远落后于京东，尤其是在今年第四季度，京东的同比增速达到了194%，按照这样的发展，京东或许离季度盈利百亿不远了。</p>\n<p><b>4.拼多多用户数依旧狂飙 有望今年超越阿里整体月活</b></p>\n<p>活跃用户数是衡量一家企业运营是否健康的重要指标，由于京东不公布其移动端的活跃用户数，我们就以阿里巴巴和拼多多对比。</p>\n<p><img src=\"https://static.tigerbbs.com/b32c1f3572c103f48349335d14d6da72\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，截止到去年年底，阿里巴巴的移动月活已经超过了9亿大关，依旧领先拼多多。但据媒体报道，QuestMobile数据显示，2 月 12 日，拼多多实现了对手淘 DAU 的反超 —— 拼多多 2.59 亿、手淘 2.37 亿。</p>\n<p>此外，财报显示，2020年的活跃买家为7.884亿人，阿里则为7.79亿人，这意味着，拼多多已经成为国内最大电商平台。</p>\n<p>与此同时，在阿里巴巴的产品体系中，淘宝特价版是用来对抗拼多多快速增长的重要武器。三季度财报显示，淘宝特价版的月活跃用户数超过了7000万，四季度则超过了1亿，如果以此推算，一个季度的时间，淘宝特价版的月活增长约为3000万。</p>\n<p><img src=\"https://static.tigerbbs.com/12b1187142301339bfe0820376c96c65\" tg-width=\"641\" tg-height=\"401\" referrerpolicy=\"no-referrer\"></p>\n<p>但是从阿里巴巴整体月活增长2100万来看，淘宝特价版并没有很好地完成“拉新”任务，更多像是阿里巴巴已有用户“左手倒右手”的游戏。</p>\n<p>从双方公布的增速来看，虽然阿里巴巴摆脱了三季度的低迷，四季度增长又回到了超过2000万的增长水平，但是拼多多的环比增长却高达7650万。</p>\n<p>如果拼多多能继续维持这样的增速，其在移动端的月活跃用户数，或许在2021年就可以超越阿里巴巴整体的用户数。</p>","source":"lsy1580517846866","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>电商巨头业绩对比：阿里最赚钱，京东仍是营收之王</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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电商巨头业绩对比：阿里最赚钱，京东仍是营收之王\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-18 14:21 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/429627.html><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间3月17日晚间，拼多多正式发布了2020年第四季度及全年财报。至此，阿里巴巴(09988)、京东(09618)、拼多多(PDD.US)国内三大电商平台均发布了全年度财报。\n对于三大电商平台来说，2020年并不平静：年初疫情刺激线上经济爆发、年中社区团购大战硝烟弥漫、年底又遇到监管部门重点关注的反垄断问题。\n经历了如此多的跌宕起伏，各家的股价却表现不一：拼多多一举从去年年初的38.5美元，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/429627.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/784a084869291cfc1c53dc0fed898d44","relate_stocks":{"09618":"京东集团-SW","BABA":"阿里巴巴","PDD":"拼多多","JD":"京东"},"source_url":"http://www.zhitongcaijing.com/content/detail/429627.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120301721","content_text":"北京时间3月17日晚间，拼多多正式发布了2020年第四季度及全年财报。至此，阿里巴巴(09988)、京东(09618)、拼多多(PDD.US)国内三大电商平台均发布了全年度财报。\n对于三大电商平台来说，2020年并不平静：年初疫情刺激线上经济爆发、年中社区团购大战硝烟弥漫、年底又遇到监管部门重点关注的反垄断问题。\n经历了如此多的跌宕起伏，各家的股价却表现不一：拼多多一举从去年年初的38.5美元，最高突破到200美元，尽管京东也从35美元，最高突破到100美元，但市值依旧被拼多多超越;阿里巴巴有些落寞，从最高点的311美元，一路下挫到230美元附近，回调幅度近30%。\n股价、市值动荡的背后，实际上是业务经营水平的剧变。腾讯科技整理了三大电商平台近两年的财报数据，解读三家公司的此消彼长。\n1.京东仍是营收之王 阿里能在第四季度产生威胁\n\n从近两年的营收规模上看，京东一直处于第一的位置，尤其是在2020年，有6.18的第二季度和有双11的第四季度，京东的营收规模均超过了2000亿元大关。\n此外值得注意的是，凭借双11的主场优势，同样是在去年第四季度，阿里巴巴的季度营收也首次突破了2000亿元，与京东的差距仅有32亿元。\n但从近两年数据来看，阿里巴巴也仅仅是在第四季度和京东的差距最小，比如2019年的营收差距为92亿元，为当年度最小;在京东主场6.18的第二季度，2020年双方的差距接近500亿元。由此可以看出，阿里巴巴短期内想在营收规模上超越京东，并不是一件容易的事情。\n相比之下，拼多多即使在去年第四季度创下了265亿元的营收纪录，但是依旧与阿里、京东有着将近10倍的差距，在营收规模上并不是一个量级。\n\n从营收增速上看，近两年阿里巴巴和京东基本保持在同一水平线，双方差距不大，且在2021年都可以稳定在30%附近，这对于两家已经达到千亿营收规模的公司来说，难能可贵。\n对拼多多来说，随着营收规模的逐步扩大，但是没有告别了极速狂飙的年代，去年第四季度的同比增速再次超过了100%，创新近一年多的新高。\n2.阿里营收更多元化 但阿里云增速放缓\n\n从营构成上看，阿里巴巴是三家电商公司中最多元化的企业，除了核心电商，还有云计算业务、数字媒体和娱乐业务、创新业务等，后面这三项业务共占据超过10%的份额，其中阿里云在去年第四季度的营收占比为7.29%，上年同期为6.6%。\n此外，据阿里巴巴财报披露，阿里云在去年第四季度首次实现盈利，这意味着云计算业务有希望成为阿里巴巴维持增长的第二大引擎。\n\n但需要注意的是，从营收增速趋势图可以看出，阿里云在去年第四季度创下了最近两年的新低，同比增速仅有50%。所以阿里巴巴应该考虑的是，在阿里云的营收规模已经稳定在百亿元以上的时候，如何继续维持高速增长。\n\n财报显示，京东的业务主要分成商品收入和服务收入，其中商品收入占比为85.68%，去年同期为87.7%;物流收入占比6.53%，去年同期为4.39%，这说明京东也正在改善自己营收结构过于单一的情况，在这个大背景下，物流服务正在快速崛起。\n\n拼多多的营收构成则相对单一，虽然财报上是按照三项业务划分，但这三项业务实际上都和电商相关。\n3.阿里“吸金王”名副其实 拼多多尚未实现连续盈利\n\n从利润上看，阿里是三家公司当中名副其实的吸金王，尤其是在去年第四季度，阿里巴巴净利润创下历史新高，直逼600亿元大关。\n阿里巴巴CFO武卫也在本季度财报电话会议上表示，阿里巴巴亏损比较大的业务基本上全线收窄，有些甚至已经达成了盈利，像饿了么、Lazada这些规模小一些的业务，亏损都在收窄。\n拼多多去年第三季度首次实现了盈利，但第四季度仍旧亏损。因此，如何继续将盈利的势头保持下去，或许是拼多多的当务之急。\n\n从近年来的净利润增速来看，阿里巴巴则远远落后于京东，尤其是在今年第四季度，京东的同比增速达到了194%，按照这样的发展，京东或许离季度盈利百亿不远了。\n4.拼多多用户数依旧狂飙 有望今年超越阿里整体月活\n活跃用户数是衡量一家企业运营是否健康的重要指标，由于京东不公布其移动端的活跃用户数，我们就以阿里巴巴和拼多多对比。\n\n财报显示，截止到去年年底，阿里巴巴的移动月活已经超过了9亿大关，依旧领先拼多多。但据媒体报道，QuestMobile数据显示，2 月 12 日，拼多多实现了对手淘 DAU 的反超 —— 拼多多 2.59 亿、手淘 2.37 亿。\n此外，财报显示，2020年的活跃买家为7.884亿人，阿里则为7.79亿人，这意味着，拼多多已经成为国内最大电商平台。\n与此同时，在阿里巴巴的产品体系中，淘宝特价版是用来对抗拼多多快速增长的重要武器。三季度财报显示，淘宝特价版的月活跃用户数超过了7000万，四季度则超过了1亿，如果以此推算，一个季度的时间，淘宝特价版的月活增长约为3000万。\n\n但是从阿里巴巴整体月活增长2100万来看，淘宝特价版并没有很好地完成“拉新”任务，更多像是阿里巴巴已有用户“左手倒右手”的游戏。\n从双方公布的增速来看，虽然阿里巴巴摆脱了三季度的低迷，四季度增长又回到了超过2000万的增长水平，但是拼多多的环比增长却高达7650万。\n如果拼多多能继续维持这样的增速，其在移动端的月活跃用户数，或许在2021年就可以超越阿里巴巴整体的用户数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316759761,"gmtCreate":1611961949353,"gmtModify":1703757115000,"author":{"id":"3563147458108286","authorId":"3563147458108286","name":"otupia","avatar":"https://static.tigerbbs.com/2ef541dd8e6935cc62fadc7952422590","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>建议管理下鼓动情绪投资。不赞成或反对任何一方观点。但是不要引导明确的投资行为。更不要鼓动情绪。毕竟未来充满变数，给别人造成了损失就不好了<a 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href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$</a>盘后发生了什么？","text":"$爱奇艺(IQ)$盘后发生了什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/395426557","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":316759761,"gmtCreate":1611961949353,"gmtModify":1703757115000,"author":{"id":"3563147458108286","authorId":"3563147458108286","name":"otupia","avatar":"https://static.tigerbbs.com/2ef541dd8e6935cc62fadc7952422590","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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