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骄傲的九才
2022-03-28
相向而行!!!给中概一剂强心针!
$每日优鲜(MF)$
盘前涨6个点,
$哔哩哔哩(BILI)$
涨5个点[看涨]
骄傲的九才
2022-01-20
$哔哩哔哩(BILI)$
期待重回最高点是不是有些冒犯了
骄傲的九才
2022-06-13
$每日优鲜(MF)$
巨头们都在挤破脑袋布局即时零售,赛道有搞头,看能撑多久
$阿里巴巴(BABA)$
$京东(JD)$
骄傲的九才
2022-02-24
$每日优鲜(MF)$
$滴滴(DIDI)$
普帝和乌克兰杀疯了,他们这哪是冲着什么主权什么领土什么资源,分明是冲着我的钱包来的
骄傲的九才
2022-07-15
$每日优鲜(MF)$
盘前涨8个点了,融资利好昨天被大盘拖累,今天要体现在股价上了
骄傲的九才
2022-07-15
$每日优鲜(MF)$
拿到钱了, 现在能进两个亿,那上一元是板上钉钉了
增厚现金流、力争盈利 !每日优鲜获2亿股权融资
骄傲的九才
2022-05-30
$每日优鲜(MF)$
股价跌的时候任何一些风吹草动都被认为是负面,保持理性判断很重要
骄傲的九才
2022-03-16
$拼多多(PDD)$
$每日优鲜(MF)$
继续支持各类企业到境外上市!信息量很大!今晚大涨!
@爱上趋势股:三大利好,千载难逢,抓紧抄底!冲鸭!!
骄傲的九才
2022-01-18
$每日优鲜(MF)$
从投融资市场看来,2021年大消费产业投资笔数占整体约10%,创下数年来新高。新消费品牌凭借对新人群、新场景的深刻洞察,开发新品类、拓展新模式,成为消费市场的新主导力量。这一轮新消费的爆发,乃是综合国力提升、消费世代更迭、中产阶层扩容、供应链和商业新基建完善等结构性因素共同导致的结果,在2022年乃至接下来的很长时间内,新消费仍将延续扩散,但扩散的速度或将变慢,线上消费企稳回升指日可待。
骄傲的九才
2022-05-20
$每日优鲜(MF)$
成交量118万,交易端还是可以的的…只要不被资金抛弃,总归有点盼头的
骄傲的九才
2022-01-20
$滴滴(DIDI)$
怎么退还不说?
骄傲的九才
2022-07-18
$每日优鲜(MF)$
这价格真可啊,很难忍住不买
骄傲的九才
2022-07-18
$每日优鲜(MF)$
盘前表现不错,今晚又有戏了
骄傲的九才
2022-07-15
$每日优鲜(MF)$
不得不说,每日优鲜真会找投资方,一举两得“这笔融资具备双重的战略价值。”业内专家表示,“短期来看,可以补充每日优鲜的现金流,缓解资金压力,为公司扭亏为盈争取更多时间。长期来看,供应链能力是生鲜电商盈利的制胜关键,山西东辉集团在上游的深耕将有效助力每日优鲜的供应链升级,从根本上改善盈利难题。” $每日优鲜(MF.US)$
骄傲的九才
2022-07-12
$每日优鲜(MF)$
$阿里巴巴(BABA)$
1月份就传过要融资,估值100亿。半年过去,真要融资了,估值60亿。你细品
骄傲的九才
2022-07-12
$京东(JD)$
$阿里巴巴(BABA)$
$每日优鲜(MF)$
暑期档消费季,支棱起来
抱歉,原内容已删除
骄傲的九才
2022-02-09
$哔哩哔哩(BILI)$
互联网大厂的加班文化真实可怕,年轻的生命不应该被这么卷走
骄傲的九才
2022-02-09
$每日优鲜(MF)$
今晚继续涨涨涨起来!
骄傲的九才
2022-01-21
$每日优鲜(MF)$
近期生鲜赛道波澜不断,分析本质原因,还是生鲜生意本身太难做了。徐正曾经总结了生鲜电商七宗罪:受众广、频次高、库存周转速度快、单价低、损耗大、极度非标、冷链成本高。这事再让马云干一次,结果也不会比现在的几家好。但是反过头来讲,虽然难做,但是生鲜广众、高频、刚需的特点更不会变,国民消费升级的趋势不会变,线上购物渗透率不断提升的趋势不会变。只是生鲜电商想要做到
$京东(JD)$
$阿里巴巴(BABA)$
这样3C类、服装类电商的规模和效率,需要更长更长的周期,甚至几倍十几倍的时间周期。再往下说,现在,是发展生鲜电商的最好时机,怎么说呢?1.消费侧:疫情加速的生鲜购买线上化的进程,用户规模空前壮大;2.供给侧:供给侧结构性改革五年多来,上游供应链水平已经有明显提升,加上近几年生鲜电商和阿里、拼多多这样的巨头的深耕,生鲜产品已经在标准化、品牌化方面有了较大进步;冷链物流的基础设施和履约水平也提高非常多。3.政策方面,同样是疫情,让政府和国民更加看到了生鲜电商在特殊时期的保供稳供价值,鼓励线上购物发展。X大大最近又再次强调“不断做强做优做大我国数字经济”。前几天人民日报刊文“引导农产品流通企业加强供应链建设,完善产地仓、中心仓、前置仓等冷链设施,线上线下相结合促进冷链流通。”种种政策的出台都是利好行业发展的。那么最后差啥呢?还是钱,很多钱,而且还得是真的能做长线的钱!而不是那种光嘴上说“做时间的朋友”,实际整天逼着企业做这做那,来帮他退出变现,结果导致企业战略不定,动作变形,最后还得落井下石砸个盘。真的做价值投资的,起码眼光得放到10年以上,况
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现在能进两个亿,那上一元是板上钉钉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/688723245","repostId":"2251121336","repostType":2,"repost":{"id":"2251121336","pubTimestamp":1657811426,"share":"https://www.laohu8.com/m/news/2251121336?lang=&edition=full","pubTime":"2022-07-14 23:10","market":"us","language":"zh","title":"增厚现金流、力争盈利 !每日优鲜获2亿股权融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2251121336","media":"格隆汇APP","summary":"7月14日,每日优鲜宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。\"对于每日优鲜而言,这笔融资不仅仅是流动性担忧的解除。","content":"<html><body><p>7月14日,<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。</p><p>据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。未来,双方还将各自发挥在上下游方面的供应链优势,探寻在品牌农业和订单农业方面的共同发展。</p><p><font>不仅仅是2亿!</font></p><p>\"对于每日优鲜而言,这笔融资不仅仅是流动性担忧的解除。\"有业内人士指出,此次合作将从根本上助力每日优鲜的供应链升级,改善其盈利难题。</p><p>据公告显示,每日优鲜和东辉集团将围绕农业运营和销售交换各自的资源和最佳业务实践,包括了品牌农业、订单农业等全产业链的战略合作。</p><p>据悉,山西东辉集团是一家多元化经营的跨国企业集团,净资产不低于300亿,业务涉及能源、有色金属、文化旅游及现代农业等,目前共拥有16个全资子公司,企业遍布在中国中部山西省、北京、南京、广州以及澳大利亚昆士兰州等地。</p><p>近年来,东辉集团致力于农业现代化板块的搭建,深耕上游产业链,以‘金融服务+技术推广+订单服务’的模式延伸<a href=\"https://laohu8.com/S/000061\">农产品</a>产业链,构建了肉牛养殖、农机服务、种子培育和农业科技示范园等多个大型项目。</p><p>相较于单纯的财务投资,双方的合作被认为是上下游产业链的优势互补。\"东辉集团上游资源能支持每日优鲜的供应链升级,而每日优鲜优鲜下游渠道则能带动东辉集团农业品牌的建设。\"该人士告诉记者。</p><p><font>盈利拐点将至?</font></p><p>据悉,东辉集团此次对每日优鲜的战略投资,是基于每日优鲜\"扭亏为盈\"的可能,否则这2亿投资将没有任何价值。</p><p>盈利问题一直是困扰生鲜电商的难题。不过,在资本回归理性的当口,每日优鲜早已开启了一系列的\"造血\"行动。2021年年中,每日优鲜提出了\"高质量发展\"的战略,目标用户从全量用户转变为新中产,覆盖的城市也锚定了线上生鲜消费需求旺盛的一二线城市,确定了从规模增长转变为质量增长的策略。</p><p>在盈利目标之下,每日优鲜开始重仓供应链,持续加码产地直采、扩充自有品牌。数据显示,每日优鲜通过加大产地直采的建设,其直采的水果品类毛利率提升近20个百分点,直采的蔬菜品类毛利率也提升了15个百分点,而其鲜花业务上线不到一年就已经实现了盈利。2021年Q4,其自有生鲜品牌的销售额比同年Q1增长了300%。</p><p>与此同时,作为每日优鲜第二、第三增长曲线的智慧菜场和零售云业务也传来频频利好。数据显示,每日优鲜智慧菜场目前已扩展至20个城市;而其零售云业务自2021年上线以来已与50多家实体零售企业签订了合作,帮助部分客户的线上业务实现了20倍的增长。</p><p>不久前,每日优鲜陆续关闭了一批低线城市中亏损严重的门店。伴随着一系列 \"扭亏\"动作的展开,每日优鲜近期的股价也进入到了上升通道。近一周以来,其股价最高值较6月最低值增长超193%,反弹趋势明显。</p><p><font> 巨头们的橄榄枝</font></p><p>上述人士表示,东辉集团的投资或许是每日优鲜新一轮融资的开始。</p><p>在互联网巨头纷纷布局即时零售赛道、直播电商碰壁农产品销售、以及疫情之下生鲜电商作用凸显的背景之下,每日优鲜作为细分领域的头部,其价值正在被\"看见\"。</p><p>在<a href=\"https://laohu8.com/S/JD\">京东</a>食品生鲜\"618战报\"中,每日优鲜作为其全渠道创新自营前置仓模式的承接方之一,完成的订单量超过了3.6万单。与此同时,每日优鲜与<a href=\"https://laohu8.com/S/DYIN\">抖音</a>的战略合作也迎来了升级——每日优鲜凭借着在生鲜品类上的供应链能力和1小时送达的履约配送服务成为抖音超市业务的重要合作伙伴。</p><p>凭借着从采购到分销的专业化能力、以及成熟的仓储物流体系,每日优鲜正在成为互联网巨头们\"补短板\"中的重要一环。而除京东、抖音等互联网巨头外,恒都、以及上述的东辉等上游供应商龙头也纷纷向每日优鲜抛出了合作的\"橄榄枝\",寻求产业链互补。</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>增厚现金流、力争盈利 !每日优鲜获2亿股权融资</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增厚现金流、力争盈利 !每日优鲜获2亿股权融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 23:10 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001q3kf.html><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月14日,每日优鲜宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。未来,双方还将各自发挥在上下游方面的供应链优势,探寻在品牌农业和订单农业方面的共同发展。不仅仅是2亿!\"对于每日优鲜而言,...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001q3kf.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MF":"每日优鲜","BK4539":"次新股","BK4563":"昨日强势股","BK4113":"食品零售"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001q3kf.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251121336","content_text":"7月14日,每日优鲜宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。未来,双方还将各自发挥在上下游方面的供应链优势,探寻在品牌农业和订单农业方面的共同发展。不仅仅是2亿!\"对于每日优鲜而言,这笔融资不仅仅是流动性担忧的解除。\"有业内人士指出,此次合作将从根本上助力每日优鲜的供应链升级,改善其盈利难题。据公告显示,每日优鲜和东辉集团将围绕农业运营和销售交换各自的资源和最佳业务实践,包括了品牌农业、订单农业等全产业链的战略合作。据悉,山西东辉集团是一家多元化经营的跨国企业集团,净资产不低于300亿,业务涉及能源、有色金属、文化旅游及现代农业等,目前共拥有16个全资子公司,企业遍布在中国中部山西省、北京、南京、广州以及澳大利亚昆士兰州等地。近年来,东辉集团致力于农业现代化板块的搭建,深耕上游产业链,以‘金融服务+技术推广+订单服务’的模式延伸农产品产业链,构建了肉牛养殖、农机服务、种子培育和农业科技示范园等多个大型项目。相较于单纯的财务投资,双方的合作被认为是上下游产业链的优势互补。\"东辉集团上游资源能支持每日优鲜的供应链升级,而每日优鲜优鲜下游渠道则能带动东辉集团农业品牌的建设。\"该人士告诉记者。盈利拐点将至?据悉,东辉集团此次对每日优鲜的战略投资,是基于每日优鲜\"扭亏为盈\"的可能,否则这2亿投资将没有任何价值。盈利问题一直是困扰生鲜电商的难题。不过,在资本回归理性的当口,每日优鲜早已开启了一系列的\"造血\"行动。2021年年中,每日优鲜提出了\"高质量发展\"的战略,目标用户从全量用户转变为新中产,覆盖的城市也锚定了线上生鲜消费需求旺盛的一二线城市,确定了从规模增长转变为质量增长的策略。在盈利目标之下,每日优鲜开始重仓供应链,持续加码产地直采、扩充自有品牌。数据显示,每日优鲜通过加大产地直采的建设,其直采的水果品类毛利率提升近20个百分点,直采的蔬菜品类毛利率也提升了15个百分点,而其鲜花业务上线不到一年就已经实现了盈利。2021年Q4,其自有生鲜品牌的销售额比同年Q1增长了300%。与此同时,作为每日优鲜第二、第三增长曲线的智慧菜场和零售云业务也传来频频利好。数据显示,每日优鲜智慧菜场目前已扩展至20个城市;而其零售云业务自2021年上线以来已与50多家实体零售企业签订了合作,帮助部分客户的线上业务实现了20倍的增长。不久前,每日优鲜陆续关闭了一批低线城市中亏损严重的门店。伴随着一系列 \"扭亏\"动作的展开,每日优鲜近期的股价也进入到了上升通道。近一周以来,其股价最高值较6月最低值增长超193%,反弹趋势明显。 巨头们的橄榄枝上述人士表示,东辉集团的投资或许是每日优鲜新一轮融资的开始。在互联网巨头纷纷布局即时零售赛道、直播电商碰壁农产品销售、以及疫情之下生鲜电商作用凸显的背景之下,每日优鲜作为细分领域的头部,其价值正在被\"看见\"。在京东食品生鲜\"618战报\"中,每日优鲜作为其全渠道创新自营前置仓模式的承接方之一,完成的订单量超过了3.6万单。与此同时,每日优鲜与抖音的战略合作也迎来了升级——每日优鲜凭借着在生鲜品类上的供应链能力和1小时送达的履约配送服务成为抖音超市业务的重要合作伙伴。凭借着从采购到分销的专业化能力、以及成熟的仓储物流体系,每日优鲜正在成为互联网巨头们\"补短板\"中的重要一环。而除京东、抖音等互联网巨头外,恒都、以及上述的东辉等上游供应商龙头也纷纷向每日优鲜抛出了合作的\"橄榄枝\",寻求产业链互补。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688664595,"gmtCreate":1657630742019,"gmtModify":1704867816859,"author":{"id":"3584070203529538","authorId":"3584070203529538","name":"骄傲的九才","avatar":"https://static.tigerbbs.com/baf2c8ca759334041d5525be0f212648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3584070203529538","authorIdStr":"3584070203529538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a><a 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$阿里巴巴(BABA)$$京东(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/680223007","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636346215,"gmtCreate":1645688499308,"gmtModify":1645688499308,"author":{"id":"3584070203529538","authorId":"3584070203529538","name":"骄傲的九才","avatar":"https://static.tigerbbs.com/baf2c8ca759334041d5525be0f212648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584070203529538","idStr":"3584070203529538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a><a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>普帝和乌克兰杀疯了,他们这哪是冲着什么主权什么领土什么资源,分明是冲着我的钱包来的","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a><a 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>拿到钱了, 现在能进两个亿,那上一元是板上钉钉了","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>拿到钱了, 现在能进两个亿,那上一元是板上钉钉了","text":"$每日优鲜(MF)$拿到钱了, 现在能进两个亿,那上一元是板上钉钉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/688723245","repostId":"2251121336","repostType":2,"repost":{"id":"2251121336","pubTimestamp":1657811426,"share":"https://www.laohu8.com/m/news/2251121336?lang=&edition=full","pubTime":"2022-07-14 23:10","market":"us","language":"zh","title":"增厚现金流、力争盈利 !每日优鲜获2亿股权融资","url":"https://stock-news.laohu8.com/highlight/detail?id=2251121336","media":"格隆汇APP","summary":"7月14日,每日优鲜宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。\"对于每日优鲜而言,这笔融资不仅仅是流动性担忧的解除。","content":"<html><body><p>7月14日,<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。</p><p>据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。未来,双方还将各自发挥在上下游方面的供应链优势,探寻在品牌农业和订单农业方面的共同发展。</p><p><font>不仅仅是2亿!</font></p><p>\"对于每日优鲜而言,这笔融资不仅仅是流动性担忧的解除。\"有业内人士指出,此次合作将从根本上助力每日优鲜的供应链升级,改善其盈利难题。</p><p>据公告显示,每日优鲜和东辉集团将围绕农业运营和销售交换各自的资源和最佳业务实践,包括了品牌农业、订单农业等全产业链的战略合作。</p><p>据悉,山西东辉集团是一家多元化经营的跨国企业集团,净资产不低于300亿,业务涉及能源、有色金属、文化旅游及现代农业等,目前共拥有16个全资子公司,企业遍布在中国中部山西省、北京、南京、广州以及澳大利亚昆士兰州等地。</p><p>近年来,东辉集团致力于农业现代化板块的搭建,深耕上游产业链,以‘金融服务+技术推广+订单服务’的模式延伸<a href=\"https://laohu8.com/S/000061\">农产品</a>产业链,构建了肉牛养殖、农机服务、种子培育和农业科技示范园等多个大型项目。</p><p>相较于单纯的财务投资,双方的合作被认为是上下游产业链的优势互补。\"东辉集团上游资源能支持每日优鲜的供应链升级,而每日优鲜优鲜下游渠道则能带动东辉集团农业品牌的建设。\"该人士告诉记者。</p><p><font>盈利拐点将至?</font></p><p>据悉,东辉集团此次对每日优鲜的战略投资,是基于每日优鲜\"扭亏为盈\"的可能,否则这2亿投资将没有任何价值。</p><p>盈利问题一直是困扰生鲜电商的难题。不过,在资本回归理性的当口,每日优鲜早已开启了一系列的\"造血\"行动。2021年年中,每日优鲜提出了\"高质量发展\"的战略,目标用户从全量用户转变为新中产,覆盖的城市也锚定了线上生鲜消费需求旺盛的一二线城市,确定了从规模增长转变为质量增长的策略。</p><p>在盈利目标之下,每日优鲜开始重仓供应链,持续加码产地直采、扩充自有品牌。数据显示,每日优鲜通过加大产地直采的建设,其直采的水果品类毛利率提升近20个百分点,直采的蔬菜品类毛利率也提升了15个百分点,而其鲜花业务上线不到一年就已经实现了盈利。2021年Q4,其自有生鲜品牌的销售额比同年Q1增长了300%。</p><p>与此同时,作为每日优鲜第二、第三增长曲线的智慧菜场和零售云业务也传来频频利好。数据显示,每日优鲜智慧菜场目前已扩展至20个城市;而其零售云业务自2021年上线以来已与50多家实体零售企业签订了合作,帮助部分客户的线上业务实现了20倍的增长。</p><p>不久前,每日优鲜陆续关闭了一批低线城市中亏损严重的门店。伴随着一系列 \"扭亏\"动作的展开,每日优鲜近期的股价也进入到了上升通道。近一周以来,其股价最高值较6月最低值增长超193%,反弹趋势明显。</p><p><font> 巨头们的橄榄枝</font></p><p>上述人士表示,东辉集团的投资或许是每日优鲜新一轮融资的开始。</p><p>在互联网巨头纷纷布局即时零售赛道、直播电商碰壁农产品销售、以及疫情之下生鲜电商作用凸显的背景之下,每日优鲜作为细分领域的头部,其价值正在被\"看见\"。</p><p>在<a href=\"https://laohu8.com/S/JD\">京东</a>食品生鲜\"618战报\"中,每日优鲜作为其全渠道创新自营前置仓模式的承接方之一,完成的订单量超过了3.6万单。与此同时,每日优鲜与<a href=\"https://laohu8.com/S/DYIN\">抖音</a>的战略合作也迎来了升级——每日优鲜凭借着在生鲜品类上的供应链能力和1小时送达的履约配送服务成为抖音超市业务的重要合作伙伴。</p><p>凭借着从采购到分销的专业化能力、以及成熟的仓储物流体系,每日优鲜正在成为互联网巨头们\"补短板\"中的重要一环。而除京东、抖音等互联网巨头外,恒都、以及上述的东辉等上游供应商龙头也纷纷向每日优鲜抛出了合作的\"橄榄枝\",寻求产业链互补。</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>增厚现金流、力争盈利 !每日优鲜获2亿股权融资</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增厚现金流、力争盈利 !每日优鲜获2亿股权融资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-14 23:10 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001q3kf.html><strong>格隆汇APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月14日,每日优鲜宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。未来,双方还将各自发挥在上下游方面的供应链优势,探寻在品牌农业和订单农业方面的共同发展。不仅仅是2亿!\"对于每日优鲜而言,...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001q3kf.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MF":"每日优鲜","BK4539":"次新股","BK4563":"昨日强势股","BK4113":"食品零售"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_5115326071_130e5ae7702001q3kf.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2251121336","content_text":"7月14日,每日优鲜宣布与山西东辉集团达成战略合作协议,该协议规定山西东辉集团计划向每日优鲜进行价值2亿元人民币的股权投资。在整体经济形势低迷、中概股普遍受挫的情形之下,每日优鲜获2亿元股权融资引发了市场不小的关注。据悉,此次合作的达成不仅意味着每日优鲜的现金流得到了及时补充。未来,双方还将各自发挥在上下游方面的供应链优势,探寻在品牌农业和订单农业方面的共同发展。不仅仅是2亿!\"对于每日优鲜而言,这笔融资不仅仅是流动性担忧的解除。\"有业内人士指出,此次合作将从根本上助力每日优鲜的供应链升级,改善其盈利难题。据公告显示,每日优鲜和东辉集团将围绕农业运营和销售交换各自的资源和最佳业务实践,包括了品牌农业、订单农业等全产业链的战略合作。据悉,山西东辉集团是一家多元化经营的跨国企业集团,净资产不低于300亿,业务涉及能源、有色金属、文化旅游及现代农业等,目前共拥有16个全资子公司,企业遍布在中国中部山西省、北京、南京、广州以及澳大利亚昆士兰州等地。近年来,东辉集团致力于农业现代化板块的搭建,深耕上游产业链,以‘金融服务+技术推广+订单服务’的模式延伸农产品产业链,构建了肉牛养殖、农机服务、种子培育和农业科技示范园等多个大型项目。相较于单纯的财务投资,双方的合作被认为是上下游产业链的优势互补。\"东辉集团上游资源能支持每日优鲜的供应链升级,而每日优鲜优鲜下游渠道则能带动东辉集团农业品牌的建设。\"该人士告诉记者。盈利拐点将至?据悉,东辉集团此次对每日优鲜的战略投资,是基于每日优鲜\"扭亏为盈\"的可能,否则这2亿投资将没有任何价值。盈利问题一直是困扰生鲜电商的难题。不过,在资本回归理性的当口,每日优鲜早已开启了一系列的\"造血\"行动。2021年年中,每日优鲜提出了\"高质量发展\"的战略,目标用户从全量用户转变为新中产,覆盖的城市也锚定了线上生鲜消费需求旺盛的一二线城市,确定了从规模增长转变为质量增长的策略。在盈利目标之下,每日优鲜开始重仓供应链,持续加码产地直采、扩充自有品牌。数据显示,每日优鲜通过加大产地直采的建设,其直采的水果品类毛利率提升近20个百分点,直采的蔬菜品类毛利率也提升了15个百分点,而其鲜花业务上线不到一年就已经实现了盈利。2021年Q4,其自有生鲜品牌的销售额比同年Q1增长了300%。与此同时,作为每日优鲜第二、第三增长曲线的智慧菜场和零售云业务也传来频频利好。数据显示,每日优鲜智慧菜场目前已扩展至20个城市;而其零售云业务自2021年上线以来已与50多家实体零售企业签订了合作,帮助部分客户的线上业务实现了20倍的增长。不久前,每日优鲜陆续关闭了一批低线城市中亏损严重的门店。伴随着一系列 \"扭亏\"动作的展开,每日优鲜近期的股价也进入到了上升通道。近一周以来,其股价最高值较6月最低值增长超193%,反弹趋势明显。 巨头们的橄榄枝上述人士表示,东辉集团的投资或许是每日优鲜新一轮融资的开始。在互联网巨头纷纷布局即时零售赛道、直播电商碰壁农产品销售、以及疫情之下生鲜电商作用凸显的背景之下,每日优鲜作为细分领域的头部,其价值正在被\"看见\"。在京东食品生鲜\"618战报\"中,每日优鲜作为其全渠道创新自营前置仓模式的承接方之一,完成的订单量超过了3.6万单。与此同时,每日优鲜与抖音的战略合作也迎来了升级——每日优鲜凭借着在生鲜品类上的供应链能力和1小时送达的履约配送服务成为抖音超市业务的重要合作伙伴。凭借着从采购到分销的专业化能力、以及成熟的仓储物流体系,每日优鲜正在成为互联网巨头们\"补短板\"中的重要一环。而除京东、抖音等互联网巨头外,恒都、以及上述的东辉等上游供应商龙头也纷纷向每日优鲜抛出了合作的\"橄榄枝\",寻求产业链互补。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614777014,"gmtCreate":1653907869539,"gmtModify":1704858278033,"author":{"id":"3584070203529538","authorId":"3584070203529538","name":"骄傲的九才","avatar":"https://static.tigerbbs.com/baf2c8ca759334041d5525be0f212648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584070203529538","idStr":"3584070203529538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>股价跌的时候任何一些风吹草动都被认为是负面,保持理性判断很重要","listText":"<a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>股价跌的时候任何一些风吹草动都被认为是负面,保持理性判断很重要","text":"$每日优鲜(MF)$股价跌的时候任何一些风吹草动都被认为是负面,保持理性判断很重要","images":[{"img":"https://static.tigerbbs.com/c52db60b50bfdf0b129c8a15e389c8ea","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/614777014","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":634834846,"gmtCreate":1647427782328,"gmtModify":1647427782328,"author":{"id":"3584070203529538","authorId":"3584070203529538","name":"骄傲的九才","avatar":"https://static.tigerbbs.com/baf2c8ca759334041d5525be0f212648","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3584070203529538","idStr":"3584070203529538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>继续支持各类企业到境外上市!信息量很大!今晚大涨!","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a><a href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>继续支持各类企业到境外上市!信息量很大!今晚大涨!","text":"$拼多多(PDD)$$每日优鲜(MF)$继续支持各类企业到境外上市!信息量很大!今晚大涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634834846","repostId":"634161565","repostType":1,"repost":{"id":634161565,"gmtCreate":1647409830917,"gmtModify":1647411932982,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"三大利好,千载难逢,抓紧抄底!冲鸭!!","htmlText":"废话不多说,一个一个来。 第一个利好,也是主要原因:政治利空落空。 中概股此次全面暴跌,已经不是基本面、业绩能够造成的,而是因为政治因素,俗称不可抗因素的风险加大。 具体来说,有两个: 中美关系遇冷预期,美国那边加强对中概股的审计,需要提交很多保密数据,中国企业出于国家安全的角度无法提交,那么就将面临退市。 俄乌局势的余波,资本担心美国会对中国也发起向俄罗斯那样的制裁。 但是,在中美罗马会谈后,美国那边释放了善意: 美国监管机构发声:正积极寻求与中国达成合作协议,以结束长达数年的跨境审计监管困局 对于这次会谈,网上普遍认为各说各的、平淡如水。 但其实这本身就是一种利好,什么意思呢? 原本,大家以为两个村子要打架了,所以有钱人都拿着钱跑了(对应中概股暴跌),结果发现两边一见面,还跟往常“平淡如水”。原本预计的利空,没有实现,那么逃走的人,就还会回来。但至于回来多少,又要看接下来的发展。 从双方的新闻简报会上看,其实还透露了不少缓和迹象。毕竟谈了整整7个小时,不可能只是“各说各的”。 两边的新闻简报我都看了: 中方还是一如既往的表态,希望世界和平,只要不涉及到自己的核心利益,都不愿涉入太深,以和为贵; 美国方面的表态很重要,隐晦地证实中方没有对俄军援或金援,用词是may be considering,因此可以100%的确认美方没有选择因俄乌战争而把中方划入敌营,这就意味着不会对中国进行制裁。 所以,后面美国证监会发出了积极信号,中国这边也给予了积极回应: 此次双方的回应,是告诉大家,中美仍在合作、竞争、分歧、对话,这条正轨上行驶,大家不必担心脱轨的状况。 而已经处于“脱轨”状态的中概股,一定也会回到正轨上来。 第二个利好:开放 昨天,《新形势下新冠肺炎第九版指南》发布,主要3个亮点: 没再提及原来无症状感染者的诊断。 轻型病例,集中隔离管理,而不要求去定点医院治疗。(重大变化)","listText":"废话不多说,一个一个来。 第一个利好,也是主要原因:政治利空落空。 中概股此次全面暴跌,已经不是基本面、业绩能够造成的,而是因为政治因素,俗称不可抗因素的风险加大。 具体来说,有两个: 中美关系遇冷预期,美国那边加强对中概股的审计,需要提交很多保密数据,中国企业出于国家安全的角度无法提交,那么就将面临退市。 俄乌局势的余波,资本担心美国会对中国也发起向俄罗斯那样的制裁。 但是,在中美罗马会谈后,美国那边释放了善意: 美国监管机构发声:正积极寻求与中国达成合作协议,以结束长达数年的跨境审计监管困局 对于这次会谈,网上普遍认为各说各的、平淡如水。 但其实这本身就是一种利好,什么意思呢? 原本,大家以为两个村子要打架了,所以有钱人都拿着钱跑了(对应中概股暴跌),结果发现两边一见面,还跟往常“平淡如水”。原本预计的利空,没有实现,那么逃走的人,就还会回来。但至于回来多少,又要看接下来的发展。 从双方的新闻简报会上看,其实还透露了不少缓和迹象。毕竟谈了整整7个小时,不可能只是“各说各的”。 两边的新闻简报我都看了: 中方还是一如既往的表态,希望世界和平,只要不涉及到自己的核心利益,都不愿涉入太深,以和为贵; 美国方面的表态很重要,隐晦地证实中方没有对俄军援或金援,用词是may be considering,因此可以100%的确认美方没有选择因俄乌战争而把中方划入敌营,这就意味着不会对中国进行制裁。 所以,后面美国证监会发出了积极信号,中国这边也给予了积极回应: 此次双方的回应,是告诉大家,中美仍在合作、竞争、分歧、对话,这条正轨上行驶,大家不必担心脱轨的状况。 而已经处于“脱轨”状态的中概股,一定也会回到正轨上来。 第二个利好:开放 昨天,《新形势下新冠肺炎第九版指南》发布,主要3个亮点: 没再提及原来无症状感染者的诊断。 轻型病例,集中隔离管理,而不要求去定点医院治疗。(重大变化)","text":"废话不多说,一个一个来。 第一个利好,也是主要原因:政治利空落空。 中概股此次全面暴跌,已经不是基本面、业绩能够造成的,而是因为政治因素,俗称不可抗因素的风险加大。 具体来说,有两个: 中美关系遇冷预期,美国那边加强对中概股的审计,需要提交很多保密数据,中国企业出于国家安全的角度无法提交,那么就将面临退市。 俄乌局势的余波,资本担心美国会对中国也发起向俄罗斯那样的制裁。 但是,在中美罗马会谈后,美国那边释放了善意: 美国监管机构发声:正积极寻求与中国达成合作协议,以结束长达数年的跨境审计监管困局 对于这次会谈,网上普遍认为各说各的、平淡如水。 但其实这本身就是一种利好,什么意思呢? 原本,大家以为两个村子要打架了,所以有钱人都拿着钱跑了(对应中概股暴跌),结果发现两边一见面,还跟往常“平淡如水”。原本预计的利空,没有实现,那么逃走的人,就还会回来。但至于回来多少,又要看接下来的发展。 从双方的新闻简报会上看,其实还透露了不少缓和迹象。毕竟谈了整整7个小时,不可能只是“各说各的”。 两边的新闻简报我都看了: 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>这样3C类、服装类电商的规模和效率,需要更长更长的周期,甚至几倍十几倍的时间周期。再往下说,现在,是发展生鲜电商的最好时机,怎么说呢?1.消费侧:疫情加速的生鲜购买线上化的进程,用户规模空前壮大;2.供给侧:供给侧结构性改革五年多来,上游供应链水平已经有明显提升,加上近几年生鲜电商和阿里、拼多多这样的巨头的深耕,生鲜产品已经在标准化、品牌化方面有了较大进步;冷链物流的基础设施和履约水平也提高非常多。3.政策方面,同样是疫情,让政府和国民更加看到了生鲜电商在特殊时期的保供稳供价值,鼓励线上购物发展。X大大最近又再次强调“不断做强做优做大我国数字经济”。前几天人民日报刊文“引导农产品流通企业加强供应链建设,完善产地仓、中心仓、前置仓等冷链设施,线上线下相结合促进冷链流通。”种种政策的出台都是利好行业发展的。那么最后差啥呢?还是钱,很多钱,而且还得是真的能做长线的钱!而不是那种光嘴上说“做时间的朋友”,实际整天逼着企业做这做那,来帮他退出变现,结果导致企业战略不定,动作变形,最后还得落井下石砸个盘。真的做价值投资的,起码眼光得放到10年以上,况","text":"$每日优鲜(MF)$近期生鲜赛道波澜不断,分析本质原因,还是生鲜生意本身太难做了。徐正曾经总结了生鲜电商七宗罪:受众广、频次高、库存周转速度快、单价低、损耗大、极度非标、冷链成本高。这事再让马云干一次,结果也不会比现在的几家好。但是反过头来讲,虽然难做,但是生鲜广众、高频、刚需的特点更不会变,国民消费升级的趋势不会变,线上购物渗透率不断提升的趋势不会变。只是生鲜电商想要做到$京东(JD)$$阿里巴巴(BABA)$这样3C类、服装类电商的规模和效率,需要更长更长的周期,甚至几倍十几倍的时间周期。再往下说,现在,是发展生鲜电商的最好时机,怎么说呢?1.消费侧:疫情加速的生鲜购买线上化的进程,用户规模空前壮大;2.供给侧:供给侧结构性改革五年多来,上游供应链水平已经有明显提升,加上近几年生鲜电商和阿里、拼多多这样的巨头的深耕,生鲜产品已经在标准化、品牌化方面有了较大进步;冷链物流的基础设施和履约水平也提高非常多。3.政策方面,同样是疫情,让政府和国民更加看到了生鲜电商在特殊时期的保供稳供价值,鼓励线上购物发展。X大大最近又再次强调“不断做强做优做大我国数字经济”。前几天人民日报刊文“引导农产品流通企业加强供应链建设,完善产地仓、中心仓、前置仓等冷链设施,线上线下相结合促进冷链流通。”种种政策的出台都是利好行业发展的。那么最后差啥呢?还是钱,很多钱,而且还得是真的能做长线的钱!而不是那种光嘴上说“做时间的朋友”,实际整天逼着企业做这做那,来帮他退出变现,结果导致企业战略不定,动作变形,最后还得落井下石砸个盘。真的做价值投资的,起码眼光得放到10年以上,况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630152371","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}