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文仔婆婆
2022-01-28
[龇牙]
@小虎活动:加入滑雪夺金赛,赢最高2022美元股票代金券,还有限量版小虎盲盒等你拿!
文仔婆婆
2022-01-28
今天大a又要伟大了
文仔婆婆
2021-06-30
得逞了
叮咚买菜正式登陆纽交所,首日开涨21%
文仔婆婆
2021-06-29
破纪录吧
抱歉,原内容已删除
文仔婆婆
2021-06-25
$叮咚(DDL)$
干完每日优鲜就干你[开心]
文仔婆婆
2021-06-23
$满帮(YMM)$
这盈利扣手续费没[流泪]
文仔婆婆
2021-06-19
$爱回收(RERE)$
感谢感谢,不过困死了[呆住]
文仔婆婆
2021-06-12
抽奖来啦[开心]
文仔婆婆
2021-02-22
新的一天开始了,加油
文仔婆婆
2021-02-13
新年有点闷啊
文仔婆婆
2021-02-10
没有打新美股,要哭了
去老虎APP查看更多动态
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01:56","market":"us","language":"zh","title":"叮咚买菜正式登陆纽交所,首日开涨21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106873810","media":"老虎资讯综合","summary":"北京时间6月30日,叮咚买菜正式登陆纽交所,首日开涨21%,此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书,据最新招股书显示","content":"<p>北京时间6月30日,叮咚买菜正式登陆纽交所,首日开涨21%,此前给出的IPO发行价为每份ADS 23.50美元。</p>\n<p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p>\n<p><b>上市前夕发行规模缩减7成</b></p>\n<p>叮咚买菜在上市前夜紧急更新了IPO招股书,据最新招股书显示,叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右,即寻求至多融资9440万美元,比原计划融资的3.57亿美元下降了74%,存托股票(ADS) 发行数量也从1400万股砍到了370万股,价格区间为23.50美元至25.50美元。</p>\n<p>一周前,叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票,彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下,最近一次宣布的募资规模缩减至此前额度的四分之一,即总体缩减幅度超70%。</p>\n<p><b>关于叮咚买菜</b></p>\n<p>叮咚买菜总部位于上海,运营着自己的买菜app,消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓,是按照既定策略配置在接近居民区的仓库,确保叮咚买菜能够按照承诺,在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。</p>\n<p>叮咚买菜诞生于2017年,创始人兼首席执行官梁昌霖之前就有多次成功创业的经历,因此很快就吸引了一系列风投资本的支持,包括红杉中国、启明创投等,此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下,叮咚买菜只用了七个月时间,就让其前置仓数量增长了三倍,达到了345处。</p>\n<p>据报道,2020年2月,在新冠病毒疫情大爆发的背景下,叮咚买菜在上海每天都要执行大约30万笔订单,公司当年的总营收也达到了大约17亿美元。截至2021年1月,叮咚买菜的业务已经覆盖全国近三十个城市,拥有大约一千家前置仓,每月用户群达到大约690万。</p>\n<p>在这个领域当中,叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。</p>\n<p><b>财务表现</b></p>\n<p>叮咚买菜近期的财务表现可以大致概括如下:营收高速增长,但疑似已经见顶;运营亏损和净亏损持续扩大,净亏损率起伏不定;烧钱可观,自由现金流依然为负数。</p>\n<p>具体而言,2020年当中,叮咚买菜营收达到113.36亿元人民币,较之2019年的38.80亿元猛增192.16%,2021年第一季度,公司营收38.02亿元,同比增长46.01%。</p>\n<p>2020年当中,叮咚买菜运营亏损31.62亿元人民币,较之2019年的17.41亿元扩大78.42%,2021年第一季度,公司运营亏损13.34亿元,同比扩大352.20%。</p>\n<p>2020年当中,叮咚买菜净亏损31.75亿元人民币,较之2019年的18.73亿元扩大69.51%,2021年第一季度,公司净亏损13.85亿元,同比扩大465.31%。</p>\n<p>2020年当中,叮咚买菜净亏损率28.0%,较之2019年的48.3%大幅降低,但是2021年第一季度,净亏损率又从前一年同期的9.4%猛增到了36.4%。</p>\n<p>截至2021年3月31日,叮咚买菜总负债8.98亿美元,持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中,公司自由现金流-1.55亿美元。</p>\n<p><b>分析评论</b></p>\n<p>按照既定策略,叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售,只是目前,他们还远没有到实现盈利的地步,也看不到清晰的路线图,以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身,都不时受到市场观察家们的质疑。</p>\n<p>迄今为止,叮咚买菜都未能实现盈利,而且从财务数据看,他们的亏损甚至还有扩大的势头,根本看不到明确的盈利前景。</p>\n<p>叮咚买菜所在的市场虽然理论上说来前途远大,但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道,叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内,在2020年内要两倍于订单本身的净营收。</p>\n<p>这也就意味着,不管公司的订单数量如何增长,都不足以让叮咚买菜在短期之内扭亏为盈,因为事实就是,订单越多,亏损越大。事实上,前置仓模式本身就是一头“吞金兽”,要控制这种模式的烧钱速度,已经是摆在公司面前的严峻挑战。</p>","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>叮咚买菜正式登陆纽交所,首日开涨21%</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{ overflow:hidden;word-break:break-all;padding:10px; 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}\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叮咚买菜正式登陆纽交所,首日开涨21%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-30 01:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>北京时间6月30日,叮咚买菜正式登陆纽交所,首日开涨21%,此前给出的IPO发行价为每份ADS 23.50美元。</p>\n<p><img src=\"https://static.tigerbbs.com/8019015b6d73a8f99bab4121482e7be7\" tg-width=\"827\" tg-height=\"595\" referrerpolicy=\"no-referrer\"></p>\n<p><b>上市前夕发行规模缩减7成</b></p>\n<p>叮咚买菜在上市前夜紧急更新了IPO招股书,据最新招股书显示,叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右,即寻求至多融资9440万美元,比原计划融资的3.57亿美元下降了74%,存托股票(ADS) 发行数量也从1400万股砍到了370万股,价格区间为23.50美元至25.50美元。</p>\n<p>一周前,叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票,彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下,最近一次宣布的募资规模缩减至此前额度的四分之一,即总体缩减幅度超70%。</p>\n<p><b>关于叮咚买菜</b></p>\n<p>叮咚买菜总部位于上海,运营着自己的买菜app,消费者可以通过“前置仓”网络购买按需生鲜食品。所谓前置仓,是按照既定策略配置在接近居民区的仓库,确保叮咚买菜能够按照承诺,在三十分钟内送货上门。他们的服务目前已经覆盖了上海、北京、深圳和杭州等一系列主要城市。</p>\n<p>叮咚买菜诞生于2017年,创始人兼首席执行官梁昌霖之前就有多次成功创业的经历,因此很快就吸引了一系列风投资本的支持,包括红杉中国、启明创投等,此外诸如老虎环球、高榕资本、达晨财智等也都在公司股东之列。在雄厚的资本支持下,叮咚买菜只用了七个月时间,就让其前置仓数量增长了三倍,达到了345处。</p>\n<p>据报道,2020年2月,在新冠病毒疫情大爆发的背景下,叮咚买菜在上海每天都要执行大约30万笔订单,公司当年的总营收也达到了大约17亿美元。截至2021年1月,叮咚买菜的业务已经覆盖全国近三十个城市,拥有大约一千家前置仓,每月用户群达到大约690万。</p>\n<p>在这个领域当中,叮咚买菜主要的竞争对手包括阿里巴巴旗下盒马、美团买菜、每日优鲜和京东到家等。</p>\n<p><b>财务表现</b></p>\n<p>叮咚买菜近期的财务表现可以大致概括如下:营收高速增长,但疑似已经见顶;运营亏损和净亏损持续扩大,净亏损率起伏不定;烧钱可观,自由现金流依然为负数。</p>\n<p>具体而言,2020年当中,叮咚买菜营收达到113.36亿元人民币,较之2019年的38.80亿元猛增192.16%,2021年第一季度,公司营收38.02亿元,同比增长46.01%。</p>\n<p>2020年当中,叮咚买菜运营亏损31.62亿元人民币,较之2019年的17.41亿元扩大78.42%,2021年第一季度,公司运营亏损13.34亿元,同比扩大352.20%。</p>\n<p>2020年当中,叮咚买菜净亏损31.75亿元人民币,较之2019年的18.73亿元扩大69.51%,2021年第一季度,公司净亏损13.85亿元,同比扩大465.31%。</p>\n<p>2020年当中,叮咚买菜净亏损率28.0%,较之2019年的48.3%大幅降低,但是2021年第一季度,净亏损率又从前一年同期的9.4%猛增到了36.4%。</p>\n<p>截至2021年3月31日,叮咚买菜总负债8.98亿美元,持有现金及等价物9.73亿美元。截至2021年3月31日的十二个月当中,公司自由现金流-1.55亿美元。</p>\n<p><b>分析评论</b></p>\n<p>按照既定策略,叮咚买菜的利润主要是来自于通过app完成的生鲜食品和其他各种商品的销售,只是目前,他们还远没有到实现盈利的地步,也看不到清晰的路线图,以至于叮咚买菜和其他竞争对手所采用的前置仓模式本身,都不时受到市场观察家们的质疑。</p>\n<p>迄今为止,叮咚买菜都未能实现盈利,而且从财务数据看,他们的亏损甚至还有扩大的势头,根本看不到明确的盈利前景。</p>\n<p>叮咚买菜所在的市场虽然理论上说来前途远大,但是这里的竞争之激烈和利润率之低也是人尽皆知。比如据报道,叮咚买菜的订单执行成本包括配送费、包装费、物流成本等在内,在2020年内要两倍于订单本身的净营收。</p>\n<p>这也就意味着,不管公司的订单数量如何增长,都不足以让叮咚买菜在短期之内扭亏为盈,因为事实就是,订单越多,亏损越大。事实上,前置仓模式本身就是一头“吞金兽”,要控制这种模式的烧钱速度,已经是摆在公司面前的严峻挑战。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bdbf77f2a44d0a051afa32e60a46fbf","relate_stocks":{"DDL":"叮咚买菜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106873810","content_text":"北京时间6月30日,叮咚买菜正式登陆纽交所,首日开涨21%,此前给出的IPO发行价为每份ADS 23.50美元。\n\n上市前夕发行规模缩减7成\n叮咚买菜在上市前夜紧急更新了IPO招股书,据最新招股书显示,叮咚买菜将在美国上市融资的目标降低到了原来的四分之一左右,即寻求至多融资9440万美元,比原计划融资的3.57亿美元下降了74%,存托股票(ADS) 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19:46","market":"us","language":"zh","title":"23.5美元/ADS,叮咚买菜将IPO价格定在指导区间的底部","url":"https://stock-news.laohu8.com/highlight/detail?id=1164662782","media":"老虎资讯综合","summary":"叮咚买菜据悉将美股IPO价格定在指导区间的底部23.5美元/ADS。\n相关阅读\n即将上市的叮咚买菜再次更新招股书,其筹资规模大幅缩减至此前额度的四分之一。最新的招股书显示,叮咚买菜首次公开发行370万","content":"<p>叮咚买菜据悉将美股IPO价格定在指导区间的底部23.5美元/ADS。</p>\n<p><b>相关阅读</b></p>\n<p>即将上市的叮咚买菜再次更新招股书,其筹资规模大幅缩减至此前额度的四分之一。最新的招股书显示,叮咚买菜首次公开发行370万股美国存托股票(ADS),发行价格区间与此前相同,维持在23.5美元至25.5美元之间。按照发行价区间上限计算,叮咚买菜筹资金额大约在9400万美元左右。</p>\n<p>一周前,叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票,彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下,最近一次宣布的募资规模缩减至此前额度的四分之一,即总体缩减幅度超70%。</p>\n<p></p>\n<p></p>","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\" 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19:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>叮咚买菜据悉将美股IPO价格定在指导区间的底部23.5美元/ADS。</p>\n<p><b>相关阅读</b></p>\n<p>即将上市的叮咚买菜再次更新招股书,其筹资规模大幅缩减至此前额度的四分之一。最新的招股书显示,叮咚买菜首次公开发行370万股美国存托股票(ADS),发行价格区间与此前相同,维持在23.5美元至25.5美元之间。按照发行价区间上限计算,叮咚买菜筹资金额大约在9400万美元左右。</p>\n<p>一周前,叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票,彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下,最近一次宣布的募资规模缩减至此前额度的四分之一,即总体缩减幅度超70%。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"DDL":"叮咚买菜"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164662782","content_text":"叮咚买菜据悉将美股IPO价格定在指导区间的底部23.5美元/ADS。\n相关阅读\n即将上市的叮咚买菜再次更新招股书,其筹资规模大幅缩减至此前额度的四分之一。最新的招股书显示,叮咚买菜首次公开发行370万股美国存托股票(ADS),发行价格区间与此前相同,维持在23.5美元至25.5美元之间。按照发行价区间上限计算,叮咚买菜筹资金额大约在9400万美元左右。\n一周前,叮咚买菜首次更新的招股书显示其将公开发行1400万股美国存托股票,彼时按照发行价区间上限计算可筹资达到近3.6亿美元。对比之下,最近一次宣布的募资规模缩减至此前额度的四分之一,即总体缩减幅度超70%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}