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ElonTong

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2021-12-08

$Novavax(NVAX)$Here we go roller coaster ride again after a nice increase by almost 29%. [Smug]

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2021-10-08

Good

TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY

2021-10-20

Sharks

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2021-07-16

[龇牙]

抱歉，原内容已删除

2021-07-16

[愤怒]

京东物流被曝店大欺客：“巨婴”走向平庸

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[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602983696","repostId":"1136716851","repostType":2,"repost":{"id":"1136716851","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638955203,"share":"https://www.laohu8.com/m/news/1136716851?lang=&edition=full","pubTime":"2021-12-08 17:20","market":"us","language":"en","title":"Some Vaccine stocks corrected in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1136716851","media":"Tiger Newspress","summary":"Some Vaccine stocks corrected in premarket trading.Novavax,BioNTech SE,Moderna and Pfizer fell betwe","content":"<p>Some Vaccine stocks corrected in premarket trading.Novavax,BioNTech&nbsp;SE,Moderna&nbsp;and&nbsp;Pfizer&nbsp;fell&nbsp;between 3% and 7%.</p>\n<p><img src=\"https://static.tigerbbs.com/b5fc2db6a961be0363c3be880585ad0f\" tg-width=\"404\" tg-height=\"241\" referrerpolicy=\"no-referrer\"></p>\n<p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The company recently showed purity levels around the 70% range, per reports.&nbsp;</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>Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nNovavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-20 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate.<img src=\"https://static.tigerbbs.com/3d4824b49a33a4c30dc1920ee98b9387\" tg-width=\"765\" tg-height=\"366\" width=\"100%\" height=\"auto\">According to reports, Novavax has been unable to consistently prove&nbsp;it&nbsp;can manufacture a vaccine shot that meets the required&nbsp;quality standards.</p>\n<p>The Food and Drug Administration discusses&nbsp;purity levels with each manufacturer,&nbsp;but each&nbsp;batch of the COVID-19 vaccine is&nbsp;supposed to be&nbsp;at least 90% pure.</p>\n<p>Novavax has reportedly struggled to maintain purity levels that are close to the 90% threshold. The company recently showed purity levels around the 70% range, per reports.&nbsp;</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVAX":"诺瓦瓦克斯医药"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139162424","content_text":"Novavax slid nearly 20% in morning trading as the company was facing issues with the purity of its vaccine candidate.According to reports, Novavax has been unable to consistently prove it can manufacture a vaccine shot that meets the required quality standards.\nThe Food and Drug Administration discusses purity levels with each manufacturer, but each batch of the COVID-19 vaccine is supposed to be at least 90% pure.\nNovavax has reportedly struggled to maintain purity levels that are close to the 90% threshold. The company recently showed purity levels around the 70% range, per reports.","news_type":1},"isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821997246,"gmtCreate":1633683041051,"gmtModify":1633683041406,"author":{"id":"3582276393501319","authorId":"3582276393501319","name":"ElonTong","avatar":"https://static.tigerbbs.com/319eee711bf7ef88f2dfca26fa17a541","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821997246","repostId":"1138936175","repostType":4,"repost":{"id":"1138936175","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633671412,"share":"https://www.laohu8.com/m/news/1138936175?lang=&edition=full","pubTime":"2021-10-08 13:36","market":"us","language":"en","title":"TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1138936175","media":"Tiger Newspress","summary":"TSMC today announced its net revenue for September 2021: On a consolidated basis, revenue for Septem","content":"<p>TSMC&nbsp;today announced its net revenue for September 2021: On a consolidated basis, revenue for September 2021 was approximately NT$152.69 billion, an increase of 11.1 percent from August 2021 and an increase of 19.7percent from September 2020. Revenue for January through September 2021 totaled NT$1,149.23 billion, an increase of 17.5 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/0e96c974ad4da3a78c740065da212fc0\" tg-width=\"746\" tg-height=\"152\" width=\"100%\" height=\"auto\"></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\" />\n<title>TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nTSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-08 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TSMC&nbsp;today announced its net revenue for September 2021: On a consolidated basis, revenue for September 2021 was approximately NT$152.69 billion, an increase of 11.1 percent from August 2021 and an increase of 19.7percent from September 2020. Revenue for January through September 2021 totaled NT$1,149.23 billion, an increase of 17.5 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/0e96c974ad4da3a78c740065da212fc0\" tg-width=\"746\" tg-height=\"152\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138936175","content_text":"TSMC today announced its net revenue for September 2021: On a consolidated basis, revenue for September 2021 was approximately NT$152.69 billion, an increase of 11.1 percent from August 2021 and an increase of 19.7percent from September 2020. Revenue for January through September 2021 totaled NT$1,149.23 billion, an increase of 17.5 percent compared to the same period in 2020.","news_type":1},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170183754,"gmtCreate":1626412272978,"gmtModify":1633926965982,"author":{"id":"3582276393501319","authorId":"3582276393501319","name":"ElonTong","avatar":"https://static.tigerbbs.com/319eee711bf7ef88f2dfca26fa17a541","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[龇牙]","listText":"[龇牙]","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170183754","repostId":"1131457770","repostType":4,"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170183640,"gmtCreate":1626412223280,"gmtModify":1633926966453,"author":{"id":"3582276393501319","authorId":"3582276393501319","name":"ElonTong","avatar":"https://static.tigerbbs.com/319eee711bf7ef88f2dfca26fa17a541","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[愤怒]","listText":"[愤怒]","text":"[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170183640","repostId":"2151569299","repostType":2,"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602983696,"gmtCreate":1638956920234,"gmtModify":1638956937926,"author":{"id":"3582276393501319","authorId":"3582276393501319","name":"ElonTong","avatar":"https://static.tigerbbs.com/319eee711bf7ef88f2dfca26fa17a541","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>Here we go roller coaster ride again after a nice increase by almost 29%.&nbsp;[Smug]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVAX\">$Novavax(NVAX)$</a>Here we go roller coaster ride again after a nice increase by almost 29%.&nbsp;[Smug]&nbsp;","text":"$Novavax(NVAX)$Here we go roller coaster ride again after a nice increase by almost 29%. [Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/602983696","repostId":"1136716851","repostType":2,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821997246,"gmtCreate":1633683041051,"gmtModify":1633683041406,"author":{"id":"3582276393501319","authorId":"3582276393501319","name":"ElonTong","avatar":"https://static.tigerbbs.com/319eee711bf7ef88f2dfca26fa17a541","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821997246","repostId":"1138936175","repostType":4,"repost":{"id":"1138936175","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633671412,"share":"https://www.laohu8.com/m/news/1138936175?lang=&edition=full","pubTime":"2021-10-08 13:36","market":"us","language":"en","title":"TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY","url":"https://stock-news.laohu8.com/highlight/detail?id=1138936175","media":"Tiger Newspress","summary":"TSMC today announced its net revenue for September 2021: On a consolidated basis, revenue for Septem","content":"<p>TSMC&nbsp;today announced its net revenue for September 2021: On a consolidated basis, revenue for September 2021 was approximately NT$152.69 billion, an increase of 11.1 percent from August 2021 and an increase of 19.7percent from September 2020. Revenue for January through September 2021 totaled NT$1,149.23 billion, an increase of 17.5 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/0e96c974ad4da3a78c740065da212fc0\" tg-width=\"746\" tg-height=\"152\" width=\"100%\" height=\"auto\"></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\" />\n<title>TSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nTSMC revenue for September was approximately NT$152.69 billion,an increase of 19.7% YOY\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-10-08 13:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TSMC&nbsp;today announced its net revenue for September 2021: On a consolidated basis, revenue for September 2021 was approximately NT$152.69 billion, an increase of 11.1 percent from August 2021 and an increase of 19.7percent from September 2020. Revenue for January through September 2021 totaled NT$1,149.23 billion, an increase of 17.5 percent compared to the same period in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/0e96c974ad4da3a78c740065da212fc0\" tg-width=\"746\" tg-height=\"152\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138936175","content_text":"TSMC today announced its net revenue for September 2021: On a consolidated basis, revenue for September 2021 was approximately NT$152.69 billion, an increase of 11.1 percent from August 2021 and an increase of 19.7percent from September 2020. Revenue for January through September 2021 totaled NT$1,149.23 billion, an increase of 17.5 percent compared to the same period in 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21:22","market":"hk","language":"zh","title":"京东物流被曝店大欺客：“巨婴”走向平庸","url":"https://stock-news.laohu8.com/highlight/detail?id=2151569299","media":"网易财经","summary":"京东物流被曝店大欺客：“巨婴”走向平庸 来源：网易财经号外 郑皓元在一个月前的618活动中，京东交出了当日3438亿元的答卷，同比增长27.7%。港股上市迅速破发的背后，曾经以口碑著称的京东物流，正在走向平庸。时至6月28日上午，小王联系京东客服，对方回复称；“已与收件人协商不需要赔偿，也无须再给收件人打电话”。截至7月13日，京东物流收盘价为39.6港元每股，已经跌破了发行价。","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/02618\">京东物流</a>被曝店大欺客：“巨婴”走向平庸 来源：<a href=\"https://laohu8.com/S/NTES\">网易</a>财经</p><p>号外 郑皓元</p><p>在一个月前的618活动中，<a href=\"https://laohu8.com/S/JD\">京东</a>交出了当日3438亿元的答卷，同比增长27.7%。但近日，一名5年京东老用户的投诉，直接暴露出京东物流的服务质量问题。港股上市迅速破发的背后，曾经以口碑著称的京东物流，正在走向平庸。</p><p><font>甩锅、拖延处理</font></p><p>投诉平台上，消费者小王投诉称自己于6月23日在京东商城下单了AppleWatchS6<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表用于赠送朋友，当时京东商城客户端配送时间版块显示，预估6月24日晚18点送达，随后京东商城与京东物流两家之间的踢皮球大赛简直比C罗无缘8强还难以置信。</p><p>小王的订单先是被配送至一个跟收货地址相距甚远的分拣站，随后京东商城客户端内显示；“客户改非本站地址。”小王随后通过客服电话、公众号联系客服均未得到回复，后取得联系后，京东商城当场甩锅给物流称，“这是他们仓配的问题，与我们无关。”</p><p>据小王投诉称，京东物流了解情况后，并未第一时间做出处理，次日才打电话过来解释原因，首先承认是他们的分拣出现后台计算错误，导致配送至错误的分站，但是如果想要让快递回到正确轨道，京东物流的分拣后台只能填写“客户改非本站地址”才可将错配快递退回重新配送。也就是说，当京东物流的分拣系统出现错误时，无论是机器还是人工的错误，全部由消费者承担，小王投诉质疑称，这种行为是否是京东物流用于保护出错责任人免于处罚的惯用手段。</p><p>而后发生的事情更让小王匪夷所思，分站负责人联系小王复制了一遍事故原因，随后透露称，是因为收货地址最后的7号院，与分站负责辖区7号院重合，导致了这类事故，他们向京东物流也反应了好多次，并未得到解决。最终小王只得自己叫跑腿去站点自取。更另小王崩溃的是，京东物流客服联系小王的时候称，”这个快递你收到了吧，我们站点已经联系跑腿给你送过去了。”</p><p>小王投诉表示，京东这种店大欺客，客服只收集问题并不解决问题的态度让人无语。京东物流对于因后台原因导致的配送滞后，时效不保的问题，只字未提。</p><p>时至6月28日上午，小王联系京东客服，对方回复称；“已与收件人协商不需要赔偿，也无须再给收件人打电话”。小王称：“京东这次的操作，真是对不起京东商城和京东物流这些年的口碑，可能上市之后态度有变化了吧。”</p><p>网易财经了解到，近两年京东商城与京东物流被投诉的案例不断，各大论坛内对于京东两大支柱型产业所提供的服务质量质疑也不曾间断，主要集中于“降价、产品质量、客服不作为、自营店卖翻新设备”等问题。</p><p>如2月24日一消费者在京东购买一款价值930元的阿玛尼香水，收到货品发现被掉包为隐形眼镜液，随后消费者向京东提出“假一赔三”的处理诉求，至今未果。</p><p>5月25日一消费者投诉京东降价问题，该消费者于5月25日在京东商城以5799元购买标 “618抢先价”Iphone 12手机，但到6月1日该款手机边降价490元，6月2日该消费者同事以5308元购买与其完全相同的手机，而京东承诺的报价赔偿事宜，并未落实。</p><p>5月27日一消费者投诉称在京东商城购买的折叠电动车折叠部分的栓塞无故脱落，所幸未造成人身伤害，对产品质量问题并未做成任何处理及补偿。</p><p>不仅如此，投诉平台上光6月28日一天的投诉量就高达97起，已累计收到投诉高达141768起，就6月28日一天的投诉量来看，有34%的消费者投诉产品质量与京东承诺的配套赔偿政策不符，37%的消费者投诉京东降价不守信问题，25%的消费者投诉京东客服只道歉，不处理的问题，剩余基本全部是对京东物流、快递员以及金融产品不合规的相关投诉。京东集团和京东物流，抱团取暖却也互相伤害。</p><p><font>巨婴难断奶，左右难逢源</font></p><p>京东物流作为京东商城养成型产业，曾经推动京东在物流行业剑指第一龙头企业顺丰，一路成绩高歌猛进，上月28日，于香港联交所主板上市，开盘价为46.05港元每股，较发行价上涨14.1%，市值超2800亿港元。京东物流会实现IPO翻身，市值力压“四通一达”，成为中国仅次于顺丰的第二大物流上市公司，是谁也没料到的。</p><p>有趣的是，市值近3000亿的京东物流也被资本市场担忧，在目前上市的快递公司中，京东物流是唯一一家仍在亏损的公司。</p><p>截至7月13日，京东物流收盘价为39.6港元每股，已经跌破了发行价。据网易财经了解到，很多前期买入被套死和近期买入准备套利的股民，基本最终惨淡限价抛出。</p><p>京东物流所代表的物流运输企业在中国市场的动人故事，似乎效果甚微。公开资料显示，京东物流75.8%的业务依赖于京东集团，其中与京东自营相关的业务占比达53.9%，与京东第三方业务相关的业务占比达21.9%。这意味着，京东物流的天花板十分明显。</p><p>财报方面也可见一斑，招股书显示，2018年，京东物流的毛利为10.8亿元，毛利率为2.9%；2019年为34.32亿元，毛利率为6.9%；2020年前三季度为54.19亿元（2019年前三季度为29亿元），毛利率为10.9%（2019年前三季度为8.5%）。与此同时，2018年、2019年及2020年前9个月分别产生的净亏损为28亿元、22亿元及0.12亿元。</p><p>京东集团一手养大的京东物流，现如今已显现出进退两难的处境。抛开外在看本质，其实不难发现原因，作为一家物流运输为核心业务的公司，京东物流背靠京东商城并无非议，但近9年的时间里，京东物流深耕基建设施的豪赌，终究还是忽略了物流的双向性。</p><p>京东物流的发展道路上存在执念和惯性，在其猛砸钱做技术和基建的时候，三通一达却利用淘宝做消费场景。说白了就是京东想着怎么服务消费者更好的收到快递，而其他物流公司却在想着怎么平衡发件与收件的市场占比。而在并不短暂的兵戎相争下，京东物流一步一步走向两难处境。</p><p>据知情人士介绍称，现在股市上京东物流表现出的颓态很好理解，未来可预见的营收基本全部来自京东集团，业务收益太过单一，单纯从一只股票来看的话，短期发力不足，中长期持续低迷的现状实在是曲高贺寡，比较尴尬。</p><p>有趣的是，导致京东物流现有处境的另一方面的核心原因竟是前两年京东物流被标榜的仓配和基建设施。招股书显示，京东物流的营业成本包括员工福利开支、外包成本、租金成本、折旧及摊销和其他，仅前两项就占到了整体成本的七成。2018年至2020年第三季度，其营业成本分别为367.9亿元、464.2亿元和440.9亿元，占当期营业收入的比例分别为97.1%、93.1%和89.1%。</p><p>尽管刘强东早已意识到成本高的问题不容忽视，但从财务数据上来看，这一数字还在增加。由于员工数量增长和工资通胀，京东物流参与仓储管理、分拣、拣配、打包、运输及配送员工的福利开支由截至2019年9月30日九个月的136亿元增加至截至2020年9月30日九个月的179亿元，增长31.2%。</p><p>物流与供应链专家王旭东介绍称：“京东物流长期亏损主要因为物流是重资产，弱干线的模式，同时京东物流的核心客户都来自于京东，外部客户量单一。”这样的京东物流注定无法走三通一达的低端化路线，但京东物流走高端化的尝试，也被顺丰上了一课。</p><p><font>顺丰和菜鸟两座大山</font></p><p>据国家邮政局实时监测数据，截至6月1日，今年我国快递业务量已突破400亿件，预计2021年全年快递业务量将超过950亿件。随着市场规模不断扩大，竞争持续加剧，业务整体向头部集中。根据各家财报显示，“三通一达”、顺丰等五家企业第一季度累计完成158.62亿件，占全国业务总量超过七成。</p><p>换言之，如果京东物流业务想要向外生长，其首先需要面对的就是顺丰和菜鸟。</p><p>“以储代运”“自建仓库”“仓配一体”的京东物流，和端到端的分拣中转物流模式的顺丰之间的较量，其实已经盖棺定论，京东的“快”受制于太多的前提条件，而看重运力的顺丰，本身就有着绝对的优势。对于已经独立出去的京东物流，在物流行业的考核标准下仍旧显得十分稚嫩。</p><p>无独有偶，从京东商城内部来看，大部分的第三方商家选择京东物流的意愿并不高，截至2019年末，京东平台第三方卖家约为27万户，其中仅有4万户选择“一体化服务”，即京东物流，户均全年支出不到28万。2019年京东的第三方卖家选择京东物流“一体化服务”占比仅约15%。2020年未公布第三方商家的数量，但选择“一体化服务”的用户数也仅增加至5.3万户，户均支出31.3万。涨幅也不明显。</p><p>选择两条腿走路的京东物流，在第二条路上，走的也是十分艰辛。物流行业本身就存在重资产、重运营的弊端，再加上物流数据的大量分散，要打通物流网络中的流通连接点，依然需要投入巨大的资金与技术支持。</p><p>为了商品能够迅速到达消费者手上，京东物流不得不自己进行全网仓储中心的布局建设，但因其模式太重、投入太大，巨额的投资在所难免。</p><p>数据显示，截至2020年12月31日，京东物流运营超过900个仓库，包含京东物流管理的云仓面积在内，仓储总面积约2100万平方米。未来将陆续投资到30个城市，新建亚洲1号总投资规模超过300亿。刘强东曾在公开场合表示，十几年来京东在物流和仓库上砸了1000多亿，融资70％都用于了物流体系建设。</p><p>这样的资产结构，直接导致了配套资产过载，就拿员工来说，京东的员工数量高达19万人，而阿里把所有环节都算上才接近5万人。重资产下的京东物流，实在不符合一位新晋物流选手的姿态。</p><p>而竞对公司菜鸟裹裹，却选择相对轻松的轻资产加盟，联动社区，驿站，技术，金融，软件等多方资源，共建一个相对新型的物流运输网络，由锚点形成片面，再由片面形成网络。这样的开放姿态，也帮助了菜鸟在增量市场获得高速增长。本财年，剔除与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团关联交易收入后，菜鸟实现外部收入372.58亿元人民币，同比增长68%；第四季度外部收入99.59亿元人民币，同比增长101%。此外，菜鸟在2021财年实现正经营现金流。</p><p>反观京东物流，全面落于下风，京东物流上市招股书中披露，2020年，京东物流外部客户收入为346.45亿元，占比到2020年才达到46.6%。资产负债率为105.3%，呈资不抵债。倾斜所有资产为自有基建添砖加瓦，从大方向上看，还是一个以京东商城为核心的配送公司，而非真正意义的物流公司。未来留给京东物流的考验也比较明确，能够扛得住持续高额的从“输血”到“造血”的周期压力，以及是否能够在外部业务上找到突破口，这些都是京东物流独立出去后，不可回避的话题。（郑皓元 陈俊宏）</p><div><img src=\"http://k.sinaimg.cn/n/spider2021713/500/w300h200/20210713/5b6d-ksmehzt3543206.png/w720fin.jpg\"/></div>新股民注意！超惊喜开户福利来了，金牌团队一对一服务，更有专也选股方案&gt;&gt;</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>京东物流被曝店大欺客：“巨婴”走向平庸</title>\n<style 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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京东物流被曝店大欺客：“巨婴”走向平庸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-13 21:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-13/doc-ikqcfnca6668111.shtml><strong>网易财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：京东物流被曝店大欺客：“巨婴”走向平庸 来源：网易财经号外 郑皓元在一个月前的618活动中，京东交出了当日3438亿元的答卷，同比增长27.7%。但近日，一名5年京东老用户的投诉，直接暴露出京东物流的服务质量问题。港股上市迅速破发的背后，曾经以口碑著称的京东物流，正在走向平庸。甩锅、拖延处理投诉平台上，消费者小王投诉称自己于6月23日在京东商城下单了AppleWatchS6智能手表用于赠送...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-13/doc-ikqcfnca6668111.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/25e108e80ab0d5329f36d3b166f67111","relate_stocks":{"02618":"京东物流"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2021-07-13/doc-ikqcfnca6668111.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151569299","content_text":"原标题：京东物流被曝店大欺客：“巨婴”走向平庸 来源：网易财经号外 郑皓元在一个月前的618活动中，京东交出了当日3438亿元的答卷，同比增长27.7%。但近日，一名5年京东老用户的投诉，直接暴露出京东物流的服务质量问题。港股上市迅速破发的背后，曾经以口碑著称的京东物流，正在走向平庸。甩锅、拖延处理投诉平台上，消费者小王投诉称自己于6月23日在京东商城下单了AppleWatchS6智能手表用于赠送朋友，当时京东商城客户端配送时间版块显示，预估6月24日晚18点送达，随后京东商城与京东物流两家之间的踢皮球大赛简直比C罗无缘8强还难以置信。小王的订单先是被配送至一个跟收货地址相距甚远的分拣站，随后京东商城客户端内显示；“客户改非本站地址。”小王随后通过客服电话、公众号联系客服均未得到回复，后取得联系后，京东商城当场甩锅给物流称，“这是他们仓配的问题，与我们无关。”据小王投诉称，京东物流了解情况后，并未第一时间做出处理，次日才打电话过来解释原因，首先承认是他们的分拣出现后台计算错误，导致配送至错误的分站，但是如果想要让快递回到正确轨道，京东物流的分拣后台只能填写“客户改非本站地址”才可将错配快递退回重新配送。也就是说，当京东物流的分拣系统出现错误时，无论是机器还是人工的错误，全部由消费者承担，小王投诉质疑称，这种行为是否是京东物流用于保护出错责任人免于处罚的惯用手段。而后发生的事情更让小王匪夷所思，分站负责人联系小王复制了一遍事故原因，随后透露称，是因为收货地址最后的7号院，与分站负责辖区7号院重合，导致了这类事故，他们向京东物流也反应了好多次，并未得到解决。最终小王只得自己叫跑腿去站点自取。更另小王崩溃的是，京东物流客服联系小王的时候称，”这个快递你收到了吧，我们站点已经联系跑腿给你送过去了。”小王投诉表示，京东这种店大欺客，客服只收集问题并不解决问题的态度让人无语。京东物流对于因后台原因导致的配送滞后，时效不保的问题，只字未提。时至6月28日上午，小王联系京东客服，对方回复称；“已与收件人协商不需要赔偿，也无须再给收件人打电话”。小王称：“京东这次的操作，真是对不起京东商城和京东物流这些年的口碑，可能上市之后态度有变化了吧。”网易财经了解到，近两年京东商城与京东物流被投诉的案例不断，各大论坛内对于京东两大支柱型产业所提供的服务质量质疑也不曾间断，主要集中于“降价、产品质量、客服不作为、自营店卖翻新设备”等问题。如2月24日一消费者在京东购买一款价值930元的阿玛尼香水，收到货品发现被掉包为隐形眼镜液，随后消费者向京东提出“假一赔三”的处理诉求，至今未果。5月25日一消费者投诉京东降价问题，该消费者于5月25日在京东商城以5799元购买标 “618抢先价”Iphone 12手机，但到6月1日该款手机边降价490元，6月2日该消费者同事以5308元购买与其完全相同的手机，而京东承诺的报价赔偿事宜，并未落实。5月27日一消费者投诉称在京东商城购买的折叠电动车折叠部分的栓塞无故脱落，所幸未造成人身伤害，对产品质量问题并未做成任何处理及补偿。不仅如此，投诉平台上光6月28日一天的投诉量就高达97起，已累计收到投诉高达141768起，就6月28日一天的投诉量来看，有34%的消费者投诉产品质量与京东承诺的配套赔偿政策不符，37%的消费者投诉京东降价不守信问题，25%的消费者投诉京东客服只道歉，不处理的问题，剩余基本全部是对京东物流、快递员以及金融产品不合规的相关投诉。京东集团和京东物流，抱团取暖却也互相伤害。巨婴难断奶，左右难逢源京东物流作为京东商城养成型产业，曾经推动京东在物流行业剑指第一龙头企业顺丰，一路成绩高歌猛进，上月28日，于香港联交所主板上市，开盘价为46.05港元每股，较发行价上涨14.1%，市值超2800亿港元。京东物流会实现IPO翻身，市值力压“四通一达”，成为中国仅次于顺丰的第二大物流上市公司，是谁也没料到的。有趣的是，市值近3000亿的京东物流也被资本市场担忧，在目前上市的快递公司中，京东物流是唯一一家仍在亏损的公司。截至7月13日，京东物流收盘价为39.6港元每股，已经跌破了发行价。据网易财经了解到，很多前期买入被套死和近期买入准备套利的股民，基本最终惨淡限价抛出。京东物流所代表的物流运输企业在中国市场的动人故事，似乎效果甚微。公开资料显示，京东物流75.8%的业务依赖于京东集团，其中与京东自营相关的业务占比达53.9%，与京东第三方业务相关的业务占比达21.9%。这意味着，京东物流的天花板十分明显。财报方面也可见一斑，招股书显示，2018年，京东物流的毛利为10.8亿元，毛利率为2.9%；2019年为34.32亿元，毛利率为6.9%；2020年前三季度为54.19亿元（2019年前三季度为29亿元），毛利率为10.9%（2019年前三季度为8.5%）。与此同时，2018年、2019年及2020年前9个月分别产生的净亏损为28亿元、22亿元及0.12亿元。京东集团一手养大的京东物流，现如今已显现出进退两难的处境。抛开外在看本质，其实不难发现原因，作为一家物流运输为核心业务的公司，京东物流背靠京东商城并无非议，但近9年的时间里，京东物流深耕基建设施的豪赌，终究还是忽略了物流的双向性。京东物流的发展道路上存在执念和惯性，在其猛砸钱做技术和基建的时候，三通一达却利用淘宝做消费场景。说白了就是京东想着怎么服务消费者更好的收到快递，而其他物流公司却在想着怎么平衡发件与收件的市场占比。而在并不短暂的兵戎相争下，京东物流一步一步走向两难处境。据知情人士介绍称，现在股市上京东物流表现出的颓态很好理解，未来可预见的营收基本全部来自京东集团，业务收益太过单一，单纯从一只股票来看的话，短期发力不足，中长期持续低迷的现状实在是曲高贺寡，比较尴尬。有趣的是，导致京东物流现有处境的另一方面的核心原因竟是前两年京东物流被标榜的仓配和基建设施。招股书显示，京东物流的营业成本包括员工福利开支、外包成本、租金成本、折旧及摊销和其他，仅前两项就占到了整体成本的七成。2018年至2020年第三季度，其营业成本分别为367.9亿元、464.2亿元和440.9亿元，占当期营业收入的比例分别为97.1%、93.1%和89.1%。尽管刘强东早已意识到成本高的问题不容忽视，但从财务数据上来看，这一数字还在增加。由于员工数量增长和工资通胀，京东物流参与仓储管理、分拣、拣配、打包、运输及配送员工的福利开支由截至2019年9月30日九个月的136亿元增加至截至2020年9月30日九个月的179亿元，增长31.2%。物流与供应链专家王旭东介绍称：“京东物流长期亏损主要因为物流是重资产，弱干线的模式，同时京东物流的核心客户都来自于京东，外部客户量单一。”这样的京东物流注定无法走三通一达的低端化路线，但京东物流走高端化的尝试，也被顺丰上了一课。顺丰和菜鸟两座大山据国家邮政局实时监测数据，截至6月1日，今年我国快递业务量已突破400亿件，预计2021年全年快递业务量将超过950亿件。随着市场规模不断扩大，竞争持续加剧，业务整体向头部集中。根据各家财报显示，“三通一达”、顺丰等五家企业第一季度累计完成158.62亿件，占全国业务总量超过七成。换言之，如果京东物流业务想要向外生长，其首先需要面对的就是顺丰和菜鸟。“以储代运”“自建仓库”“仓配一体”的京东物流，和端到端的分拣中转物流模式的顺丰之间的较量，其实已经盖棺定论，京东的“快”受制于太多的前提条件，而看重运力的顺丰，本身就有着绝对的优势。对于已经独立出去的京东物流，在物流行业的考核标准下仍旧显得十分稚嫩。无独有偶，从京东商城内部来看，大部分的第三方商家选择京东物流的意愿并不高，截至2019年末，京东平台第三方卖家约为27万户，其中仅有4万户选择“一体化服务”，即京东物流，户均全年支出不到28万。2019年京东的第三方卖家选择京东物流“一体化服务”占比仅约15%。2020年未公布第三方商家的数量，但选择“一体化服务”的用户数也仅增加至5.3万户，户均支出31.3万。涨幅也不明显。选择两条腿走路的京东物流，在第二条路上，走的也是十分艰辛。物流行业本身就存在重资产、重运营的弊端，再加上物流数据的大量分散，要打通物流网络中的流通连接点，依然需要投入巨大的资金与技术支持。为了商品能够迅速到达消费者手上，京东物流不得不自己进行全网仓储中心的布局建设，但因其模式太重、投入太大，巨额的投资在所难免。数据显示，截至2020年12月31日，京东物流运营超过900个仓库，包含京东物流管理的云仓面积在内，仓储总面积约2100万平方米。未来将陆续投资到30个城市，新建亚洲1号总投资规模超过300亿。刘强东曾在公开场合表示，十几年来京东在物流和仓库上砸了1000多亿，融资70％都用于了物流体系建设。这样的资产结构，直接导致了配套资产过载，就拿员工来说，京东的员工数量高达19万人，而阿里把所有环节都算上才接近5万人。重资产下的京东物流，实在不符合一位新晋物流选手的姿态。而竞对公司菜鸟裹裹，却选择相对轻松的轻资产加盟，联动社区，驿站，技术，金融，软件等多方资源，共建一个相对新型的物流运输网络，由锚点形成片面，再由片面形成网络。这样的开放姿态，也帮助了菜鸟在增量市场获得高速增长。本财年，剔除与阿里巴巴集团关联交易收入后，菜鸟实现外部收入372.58亿元人民币，同比增长68%；第四季度外部收入99.59亿元人民币，同比增长101%。此外，菜鸟在2021财年实现正经营现金流。反观京东物流，全面落于下风，京东物流上市招股书中披露，2020年，京东物流外部客户收入为346.45亿元，占比到2020年才达到46.6%。资产负债率为105.3%，呈资不抵债。倾斜所有资产为自有基建添砖加瓦，从大方向上看，还是一个以京东商城为核心的配送公司，而非真正意义的物流公司。未来留给京东物流的考验也比较明确，能够扛得住持续高额的从“输血”到“造血”的周期压力，以及是否能够在外部业务上找到突破口，这些都是京东物流独立出去后，不可回避的话题。（郑皓元 陈俊宏）新股民注意！超惊喜开户福利来了，金牌团队一对一服务，更有专也选股方案>>","news_type":1},"isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}