眼睛_6299的个人主页 - 老虎社区

眼睛_6299

眼睛_6299

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IP属地：河北

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10-18

$瑞幸咖啡(LKNCY)$ 今天还有卖的啊，白天港股大A都涨那么多，明显又开始抢了

2023-10-23

$京东(JD)$ 一直在京东买东西，公司还行啊，有群固定用户的，定位和拼多多不一样而已，可是股价太令人失望了，亏的内裤都没了

2023-09-26

$京东(JD)$ 京东好垃圾啊，市值管理的该下岗了，吃干饭的

2023-08-31

拼多多半个骗子想洗白，阿里一直拉皮条，京东的方向感觉更能带来生产力啊

京东工业发起“制造业降本增效共建行动” 携手多方服务产业高质量可持续发展

2023-08-01

$京东(JD)$ 看看隔壁多多

2023-06-28

$京东(JD)$ 就你跌的狠

2023-04-13

$京东(JD)$ 京东要完蛋了，这么多做空的

2023-04-10

超跌就是利好啊，京东最近跌了太多了

2023-03-27

$京东(JD)$ 超跌了肯定

2023-03-10

$京东(JD)$ 相对于拼多多而言，京东把用户当上帝了，京东的售后，我感觉比淘宝和拼多多好的太多了，拼多多就是流氓公司，把用户当傻子，这样的公司能长远才怪

2023-03-10

$京东(JD)$ 最近有些评论京东的帖子严重失真啊

2023-03-10

$京东(JD)$ 为啥啊这是

2023-03-06

$京东(JD)$ $纳斯达克(.IXIC)$ 利好出来了，后面该利空了

2023-02-28

最近好多做空京东的帖子啊

刘强东变身资本八爪鱼

2023-02-23

感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚

京东硬刚拼多多，“百亿互掐”有两大原因

2022-10-31

$京东(JD)$双十一，京东可比淘宝牛逼多了

2022-10-26

$阿里巴巴(BABA)$我觉得它应该涨幅超过新东方才对

2022-10-26

$阿里巴巴(BABA)$马上双十一，阿里不会长不过腾讯吧

2022-10-24

$阿里巴巴(BABA)$抄底明天卖

2022-10-24

$阿里巴巴(BABA)$刺激啊

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京东好垃圾啊，市值管理的该下岗了，吃干饭的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224034728964392","isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214857556639792,"gmtCreate":1693487430323,"gmtModify":1693487547102,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"拼多多半个骗子想洗白，阿里一直拉皮条，京东的方向感觉更能带来生产力啊","listText":"拼多多半个骗子想洗白，阿里一直拉皮条，京东的方向感觉更能带来生产力啊","text":"拼多多半个骗子想洗白，阿里一直拉皮条，京东的方向感觉更能带来生产力啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214857556639792","repostId":"2363295363","repostType":2,"repost":{"id":"2363295363","kind":"news","pubTimestamp":1693478964,"share":"https://www.laohu8.com/m/news/2363295363?lang=&edition=full","pubTime":"2023-08-31 18:49","market":"hk","language":"zh","title":"京东工业发起“制造业降本增效共建行动” 携手多方服务产业高质量可持续发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2363295363","media":"新民晚报","summary":"今天，京东工业率先联合产业链上下游和广大合作伙伴共同启动“制造业降本增效共建行动”，携手产业落实降本增效，助力产业高质量可持续发展。发布会上，京东工业联合供应方、需求方与承运方共同发起了“制造业降本增效共建行动”。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O4rVxSFxFlguw1WikHWAvD4QhKVXpbYOIrmAPAGFf6xCAAA/0\"/><p>图说：制造业降本增效共建行动计划正式启动 采访对象提供</p><p>新民晚报讯（记者 金志刚）近年来，降本增效已成为制造企业发展的当务之急。然而受限于企业自身的技术和资源，长期以来企业单打独斗实施的降本增效行动往往成效有限。今天，<a href=\"https://laohu8.com/S/JD\">京东</a>工业率先联合产业链上下游和广大合作伙伴共同启动“制造业降本增效共建行动”，携手产业落实降本增效，助力产业高质量可持续发展。</p><p>在这次制造业降本增效共建行动发布会上，京东工业还发布了供应链“全链”解决方案，通过咨询与方案、一站式商品、全链路数字化、运营与服务，提供从供应侧到需求侧的一体化能力，以产业协同大幅持续优化企业成本和效率。</p><p>京东集团副总裁、京东工业CEO宋春正表示，京东工业始终致力于打造一条横跨不同行业、兼容不同类型物料的数字高速公路。通过此次行动，希望将这条高速公路开放给全产业共享，让数据多流动、商品少跑动，共同推动供应链的畅通无阻。</p><p>对于制造业而言，成本和效率一直是永恒的主题。但相比于其他实体产业，制造业的供应链结构尤其复杂，涉及产业链环节众多，为降本增效带来了更大的难度。中国首席经济学家论坛研究院院长、中国人民银行调查统计司原司长盛松成表示，供应链的数字化、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化是传统供应链的延伸，是制造业数字化转型的组成部分，也是制造企业降本增效、提升竞争力的重要手段。依托大数据、物联网、云计算等新兴技术，数智化供应链将改善数字经济体系，助力供给侧结构性改革，促进供需平衡，推动我国经济的高质量发展。</p><p>降本增效不能是企业和某个环节的“单兵作战”，只有从需求侧到供给侧的供应链全链路数智化，才能让成效最大化、效果可持续。华东师范大学工商管理学院教授、统计交叉科学研究院副院长杜刚表示，现在很多工业企业降本增效更多是在做供应链局部优化，但实际上更需要的是全局的优化、全链条集成性的优化。</p><p>发布会上，京东工业联合供应方、需求方与承运方共同发起了“制造业降本增效共建行动”。来自产业链不同环节的企业将各司其职，共同推动产业成本与效率的优化。其中供应方将致力于共享库存信息，提供优价商品；需求方将加快推动数智转型升级，开放合作机会；承运商将重点扩大配送网络，提供最佳服务；技术与服务商则全力完善技术服务，推动数据互通。京东工业将以全链解决方案为底座串联产业链各环节，为数据流动提供高速公路，为资源配置提供智能大脑，通过降低产业交易成本，推动企业供应链的成本优化，通过优化产业资源配置，促进企业供应链的效率改善，最终帮助企业实现降本、增效、保供、合规。</p><p>专家预计，在未来五年内通过“让数据多流动，让商品少跑动”等举措，有望带动制造业供应链成本在制造业产值中的占比再降低10%。</p></article></body></html>","source":"tencent","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\" 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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京东工业发起“制造业降本增效共建行动” 携手多方服务产业高质量可持续发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 18:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230831185023821aa92f&s=b><strong>新民晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图说：制造业降本增效共建行动计划正式启动 采访对象提供新民晚报讯（记者 金志刚）近年来，降本增效已成为制造企业发展的当务之急。然而受限于企业自身的技术和资源，长期以来企业单打独斗实施的降本增效行动往往成效有限。今天，京东工业率先联合产业链上下游和广大合作伙伴共同启动“制造业降本增效共建行动”，携手产业落实降本增效，助力产业高质量可持续发展。在这次制造业降本增效共建行动发布会上，京东工业还发布了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230831185023821aa92f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","BK1142":"互联网与直销零售","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1044875133.USD":"天利亚洲反向股票 AU Acc","JD":"京东","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1502":"双十一","BK1575":"同股不同权","09618":"京东集团-SW","LU0048580855.USD":"富达大中华区A","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0320764755.SGD":"FTIF - 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SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230831185023821aa92f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2363295363","content_text":"图说：制造业降本增效共建行动计划正式启动 采访对象提供新民晚报讯（记者 金志刚）近年来，降本增效已成为制造企业发展的当务之急。然而受限于企业自身的技术和资源，长期以来企业单打独斗实施的降本增效行动往往成效有限。今天，京东工业率先联合产业链上下游和广大合作伙伴共同启动“制造业降本增效共建行动”，携手产业落实降本增效，助力产业高质量可持续发展。在这次制造业降本增效共建行动发布会上，京东工业还发布了供应链“全链”解决方案，通过咨询与方案、一站式商品、全链路数字化、运营与服务，提供从供应侧到需求侧的一体化能力，以产业协同大幅持续优化企业成本和效率。京东集团副总裁、京东工业CEO宋春正表示，京东工业始终致力于打造一条横跨不同行业、兼容不同类型物料的数字高速公路。通过此次行动，希望将这条高速公路开放给全产业共享，让数据多流动、商品少跑动，共同推动供应链的畅通无阻。对于制造业而言，成本和效率一直是永恒的主题。但相比于其他实体产业，制造业的供应链结构尤其复杂，涉及产业链环节众多，为降本增效带来了更大的难度。中国首席经济学家论坛研究院院长、中国人民银行调查统计司原司长盛松成表示，供应链的数字化、智能化是传统供应链的延伸，是制造业数字化转型的组成部分，也是制造企业降本增效、提升竞争力的重要手段。依托大数据、物联网、云计算等新兴技术，数智化供应链将改善数字经济体系，助力供给侧结构性改革，促进供需平衡，推动我国经济的高质量发展。降本增效不能是企业和某个环节的“单兵作战”，只有从需求侧到供给侧的供应链全链路数智化，才能让成效最大化、效果可持续。华东师范大学工商管理学院教授、统计交叉科学研究院副院长杜刚表示，现在很多工业企业降本增效更多是在做供应链局部优化，但实际上更需要的是全局的优化、全链条集成性的优化。发布会上，京东工业联合供应方、需求方与承运方共同发起了“制造业降本增效共建行动”。来自产业链不同环节的企业将各司其职，共同推动产业成本与效率的优化。其中供应方将致力于共享库存信息，提供优价商品；需求方将加快推动数智转型升级，开放合作机会；承运商将重点扩大配送网络，提供最佳服务；技术与服务商则全力完善技术服务，推动数据互通。京东工业将以全链解决方案为底座串联产业链各环节，为数据流动提供高速公路，为资源配置提供智能大脑，通过降低产业交易成本，推动企业供应链的成本优化，通过优化产业资源配置，促进企业供应链的效率改善，最终帮助企业实现降本、增效、保供、合规。专家预计，在未来五年内通过“让数据多流动，让商品少跑动”等举措，有望带动制造业供应链成本在制造业产值中的占比再降低10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204258080325824,"gmtCreate":1690899100070,"gmtModify":1690899245999,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>最近有些评论京东的帖子严重失真啊","text":"$京东(JD)$ 最近有些评论京东的帖子严重失真啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627571748","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627244660,"gmtCreate":1678378239350,"gmtModify":1678378242522,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>为啥啊这是","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a>为啥啊这是","text":"$京东(JD)$ 为啥啊这是","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/627244660","isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627368557,"gmtCreate":1678064876179,"gmtModify":1678064877338,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>利好出来了，后面该利空了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>利好出来了，后面该利空了","text":"$京东(JD)$ $纳斯达克(.IXIC)$ 利好出来了，后面该利空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627368557","isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624550055,"gmtCreate":1677583420577,"gmtModify":1677583803068,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"最近好多做空京东的帖子啊","listText":"最近好多做空京东的帖子啊","text":"最近好多做空京东的帖子啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624550055","repostId":"1176713323","repostType":2,"repost":{"id":"1176713323","kind":"news","pubTimestamp":1677563842,"share":"https://www.laohu8.com/m/news/1176713323?lang=&edition=full","pubTime":"2023-02-28 13:57","market":"hk","language":"zh","title":"刘强东变身资本八爪鱼","url":"https://stock-news.laohu8.com/highlight/detail?id=1176713323","media":"巨潮WAVE","summary":"丧失低价优势，刘强东痛心疾首。“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地","content":"<html><head></head><body><p>丧失低价优势，刘强东痛心疾首。</p><p>“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地向全体管理层发布了一封邮件，措辞极为犀利。</p><p>三个月后，京东祭出大招。2月21日，有消息称，京东将于3月8日正式上线“百亿补贴”频道，京东准备砸下百亿，“炮打拼多多”。但资本市场并不买账，京东美股随即大跌11%。</p><p><b>刘强东的危机感不无道理，因为如今的京东似乎正在失去关于零售的梦想，反而更像一个“资本八爪鱼”。</b></p><p>京东曾用低价和效率，叫板当当、痛击苏宁，借此奠定了京东后来十年的江湖地位。价格和服务曾是京东引以为傲的标签，也是刘强东自诩为中国零售创造的功绩。</p><p>“低价是京东成功最重要的武器，以后也是唯一基础性武器。”虽然这家公司的创始人并未忘却自己的立业根本，但京东似乎正在和过去的经营理念告别。</p><p>不同于阿里、百度、腾讯、拼多多，京东在不断分拆和收购，如今已拥有5家境内外上市公司，京东科技也在加紧IPO，京东工业品、京东产发、京东酒世界等新板块也在独立运作。一个“资本帝国”已然成型。</p><p>在拼多多占据下沉市场，资本市场更关注企业盈利的时刻，刘强东期望用发怒来唤醒京东的创业初衷，难度不小，因为<b>他一手操盘的资本游戏本身就和创业者心态相背离。</b></p><p><b>01、贪恋资本游戏</b></p><blockquote>资本运作的重要性和价值。</blockquote><p>“花里胡哨的故事太多，谈成本、效率、体验太少。”去年11月20日，在京东经营管理培训会上，刘强东尖锐地批评道，高管们偏离了经营战略的核心，“与此无关的一切工作都是无效的！”</p><p>1998年，25岁的刘强东在北京中关村租了一间小柜台，卖光碟和刻录机，他为人老实，经营本分，从来不卖假货，口碑一向很好，他的摊位名叫“京东多媒体”。</p><p>刘强东曾睡在公司地板上，以便及时回复顾客问题。尽管身家上百亿，他每年都要抽出一天时间送快递。</p><p>作为创业者，刘强东在风雨中摸爬滚打，从一个吃不上肉的农村小孩，成长为叱咤风云的商业大佬。但这些年来，京东不断分拆上市，并购上市公司，打造出一个个黄澄澄的金蛋。京东5.9亿年活跃用户所“恩荫”的不仅是零售，还有健康、物流和科技都是在复用这些基础流量。</p><p><img src=\"https://static.tigerbbs.com/796db1c28a96fce06856c8eddc1154ed\" tg-width=\"1080\" tg-height=\"818\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>由于京东采用重资产模式，自建物流体系，给所有快递小哥都缴纳五险一金，还要拿钱建福利房，京东成本高居不下，常年亏损。</p><p>2021年，京东营收达到9515.92亿元，员工数超过42万人，收入体量和员工人数均位居中国民营企业第一名。</p><p><b>这导致营收近万亿的巨大京东全年亏损了36亿元，体现经营质量的经营利润率除了2020年突破6%外，近两年不超过2%，或者亏损。</b>与阿里曾一年超1500亿元的利润形成天壤之别。</p><p><img src=\"https://static.tigerbbs.com/c415b244c8106f4253e2c87f8fe0c2e3\" tg-width=\"1080\" tg-height=\"773\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>京东系企业不得不倚仗“一级市场融资+二级市场IPO”，通过烧资本市场的钱去实现整体的增长和扩张。</b></p><p>通过不断孵化新的“京东系独角兽”，再推向资本市场，各个子板块获取了更高的估值，拥有了更多的融资渠道。</p><p>2014年，京东赴美上市，总募集17.8亿美元。2020年6月，达达赴美上市，最高募资3.68亿美元；同月，京东集团回港二次上市，募资约297.71亿港元；12月，京东健康在港股上市，集资265亿港元。2021年5月，京东物流上市，集资241亿港元。估值曾高达2000亿的京东科技，也在谋求上市。</p><p><b>统计来看，京东在二级市场至少融资972亿港元，再加上一级市场，京东系在资本市场共获取了上千亿资金。</b></p><p>而随着体量不断增大，员工数量膨胀，经营成本高悬，京东还将继续孵化新业务，从资本市场吸血以维持庞大的企业运转和发展需求。</p><p>目前，刘强东实控五家上市公司，加上拟IPO的京东科技，总估值超过万亿港元。距今较近的大动作是2022年3月，京东物流以89.76亿元收购德邦股份66.49%股份，京东拿下一个A股资本平台。</p><p>刘强东虽然只在京东集团领取1元年薪，但他仅2021年就在京东健康获取9.51亿薪水（股份支付），在京东物流拿了5.63亿元的报酬，位居全中国上市公司第一人，合计超15亿元。</p><p><img src=\"https://static.tigerbbs.com/175e670206fcc5a7bfc54ed9801bc63f\" tg-width=\"1080\" tg-height=\"913\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而<b>在卸任京东集团CEO后短短两个月时间，刘强东减持京东系企业股票，累计套现约66.31亿元。</b></p><p>此前不久，传出刘强东家族有人在意大利购置亿元级别豪宅，以及刘强东携夫人在美生子，都闹得沸沸扬扬。这也从侧面印证了其资本运作的重要性和价值。</p><p>无论是京东经营、运转、发展需要，还是所有员工的福利保障，乃至刘强东个人的收入和生活，都需要这场越玩越大的“资本游戏”去维系。</p><p><b>02、遗忘零售本心</b></p><blockquote>零售市场没有永远的赢家。</blockquote><p>“这样下去，早晚成为第二个苏宁！”刘强东的咆哮，剜出了当下京东的根本问题。</p><p>他不想成为张近东，更不想步黄光裕的后尘。</p><p><b>然而在中国零售史中，没有永远的赢家，只有不断涌现的颠覆者。</b>过去10年，正是踏着苏宁的尸体，京东站稳了3C家电的线上地位，坐上了电商江湖老二的位置。</p><p><b>但正如当年的苏宁搞不懂京东，刘强东也曾对拼多多不屑一顾。</b></p><p>“只要你在中国购物过几次，也许只要三次，就会有自己的答案。”被问及风头正盛的拼多多是否是竞争对手，刘强东认为它们只是昙花一现。</p><p><img src=\"https://static.tigerbbs.com/cf6d3df31bd427c0e46e7df0ab49ae86\" tg-width=\"572\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>彼时，还十分青涩的拼多多创始人黄峥毫不示弱：<b>“时代是一浪推一浪，刘强东也是会老的。”</b></p><p>谁曾想，这个五环外的小马驹，掀起了一波巨浪。靠着魔性的砍一刀，抢占了四五线的下沉市场；在疫情之中，凭借低价优势，取得了爆发式增长。</p><p>2022年第三季度，拼多多营收355亿元，同比增长65.1%，归属于普通股东的净利润为105.9亿元，同比大增546%。</p><p>相比之下，同期京东和阿里的营收增长分别仅有11.4%和3%，拼多多在消费低迷期表现出强劲的增长态势。</p><p><img src=\"https://static.tigerbbs.com/0a37442bb0b60af47d8c7bd6b49f1fda\" tg-width=\"1080\" tg-height=\"865\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据分析师和相关公司内部流出的测算数据显示，拼多多2022年GMV预计达到3万亿元或者更高，这一数字已和京东旗鼓相当，而抖音电商加本地生活GMV也接近1.5万亿元。</p><p><b>倘若该数据为真，以拼多多的增速，极有可能很快就反超京东，站上第二的位置。</b>刘强东一直将阿里视作唯一竞争对手，却对后起之秀疏忽大意。</p><p>2019年的“6·18消费节”，拼多多上线“百亿补贴”活动。经过近4年努力，凭借“低价+保险公司担保”，拼多多直接刺向了京东的3C复地，吸引更多的高一线人群。</p><p>甚至有网友戏称，连小学门口卖烧烤的大爷，都知道在拼多多上可以买到便宜的苹果手机。</p><p>由于主要依托电子、家电类产品，京东单笔客单价要远高于其他平台，而近些年来京东ARPU（用户平均贡献收入）也在不断提升。国海证券预计到2022年底，京东ARPU将达到1746元，创历史新高。</p><p>与此同时，京东毛利率持续提升，2022Q3履约后毛利率达到9%，创三年最高水平。而公司管理层解释称，主要原因是减少了用户补贴。</p><p><img src=\"https://static.tigerbbs.com/254778311a9aada2206bfa5c70e535d0\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>盈利回升，补贴减少，消费者普遍感受到京东的东西越来越贵。</p><p>面对拼多多、抖音、快手的崛起，京东还有一个核心武器——正品行货。刘强东曾指出：“社交电商的最大问题还是传统电商十几年没解决的问题，存在大量的假货、劣质货。”</p><p>可这些年来，拼多多打假已常态化，加上人保财险的保障，以及物流、售后服务的提升，拼多多、抖音电商等平台的购物体验已经大幅提升。</p><p>对比来看，京东曾引以为傲的价格体系已丧失竞争力，而其他平台的却越来越便宜。尽管刘强东还在不断对外强调低价的重要性，但京东似乎正忘却它之所以能够在零售行业崛起的根本。</p><p><b>03、重拾低价武器</b></p><blockquote>京东面对的不仅仅有拼多多，还有更加凶猛的抖音。</blockquote><p>“打赢当当，关键因素是价格；打赢苏宁，关键因素还是价格。”刘强东在内部培训会上要求全员宣贯“低价心智”。</p><p>他说，如果把零售业务的用户体验分成三要素——价格、品质、服务，低价是“1”，品质和服务是两个“0”，失去了低价优势，那么其他一切所谓的竞争优势都会归零。</p><p><img src=\"https://static.tigerbbs.com/7e7dd8c01a33b8416ac17e13805109e5\" tg-width=\"1080\" tg-height=\"758\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>刘强东的危机感不仅仅来自拼多多对3C产品的绕后攻击。疫情中，日常消费品囤积需求大增，但京东的一般商品（食品粮油等日用品等超市品类）在2022第三季度的同比增速下降到3%，不及二季度的8%。</p><p>京东在的超市品类受到了社区团购、同城零售等竞争对手的强有力冲击。而据国金证券测算，多多买菜2022Q3的GMV为386亿元，增速高达88%。</p><p><b>刘强东认为当下亟需稳固基本盘，京东版“百亿补贴”就是践行刘强东思想，重回零售主航道的一项重要举措。</b></p><p>在此之前，京东内部许多新业务被叫停，包括社区团购随着政策调整等原因收缩，京喜拼拼仅保留北京和郑州两地业务，宣称要打造的外卖业务也迟迟未上线。</p><p>可见京东内部的工作重心已经重回零售基本盘。</p><p>据悉，这次“百亿补贴”将在京东App内拥有一级入口，由以往的“大促”模式变为“日销”模式。</p><p>京东特地制定了“买贵双倍赔”的新规则，若消费者在京东购买的商品价格，高于拼多多百亿补贴、天猫，则赔付双倍差价。可以看出，京东此次拿出了打硬仗的心理准备。</p><p><b>诚如刘强东所言，“无论零售业现在和将来发生怎样的改变，有三件事从来没有变化过，对消费者来说，他们永远只在乎质量、价格、服务。”</b></p><p><img src=\"https://static.tigerbbs.com/39bd087d26ea1a44ce0ca832bdf93e7f\" tg-width=\"1080\" tg-height=\"980\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>但目前来看，京东面临几大挑战。一是比价模式，将令京东陷入烧钱的价格战，本就稀薄的盈利空间更加逼仄。</p><p>招商证券称，京东的百亿补贴计划将会影响企业利润率，EBITDA利润率将从3.2%下降至2.4%。也有分析指出，<b>如果按前京东的盈利水平，如果还是以当年零毛利打苏宁的作战部署，京东立马就会陷入到半年亏损约百亿的境地。</b></p><p>其次，拼多多已经占据了低价和下沉市场的主阵地，京东要想反攻一击，后来居上，难度不小。</p><p>最后，刘强东再次拾起低价武器，但电商江湖已经风云突变。<b>京东面对的不仅仅有拼多多，还有更加凶猛的抖音。</b></p><p><img src=\"https://static.tigerbbs.com/e6b9e8a206e5d4b8ccfcf3fcb3277ce7\" tg-width=\"1080\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>直播带货侵占了几乎所有零售企业的蛋糕</p><p>相比传统电商，阿里、京东的卖货模式可以理解为电子“货架”，<b>这种模式更像一锤子买卖，消费者购买后很难和商户乃至平台形成近距离的互动</b>；而以直播为展现形式的电商与用户更加贴近，许多粉丝因内容和人设下单，消费者也将成为该商户的忠实“老铁”，广告收入能力也更强。</p><p>许多品牌方选择抖音、快手，不光是为了卖货，也是为了新品宣传和市场推广，因此会给抖音更高的抽成比例。比如，同样一件商品，同一个售价，厂商会给抖音直播间30%的抽成，但只会给京东15%的抽成。</p><p>京东通常直接和品牌官方或总代签订年包合同，价格和利润率固定，价格调整空间小。例如，之前京东就因为多次以低价销售泸州老窖，而被对方终止合作。</p><p>所以，京东重回低价战略的掣肘繁多，阻力不小。</p><p><b>04、写在最后</b></p><p>一家企业，到底是值钱好，还是赚钱好？这是京东上下亟需思考的问题。</p><p>从市值体量来看，京东的确非常值钱，市盈率是阿里的6倍，拼多多的12倍，腾讯控股的19倍。资本市场给京东的乐观和溢价是显而易见的。</p><p>而京东高估值的另一个重要原因，就是其净利润水平长期不高，导致其无法正常按照利润和市盈率去定价。</p><p>如果一家企业足够赚钱，也可以依靠利润提升员工待遇和福利，吸引人才，并能够反馈投资者和资本市场，进而吸引投资者。当然这只是二级市场分析师们所推崇的理想状态。</p><p>我们无法苛求一家公司能够如想象中完美。但<b>如果一家企业长期不赚钱，不仅不赚钱，还要不断通过分拆的方式去向资本市场要更多的钱，那么它将极有可能在某个时间点被资本市场抛弃。</b></p><p>讲故事需要听故事的人配合，故事才能讲得通。听故事的人之所以愿意配合，在于讲故事的人曾经做到过一些什么。如果资本最终意识到，讲故事的人仅仅是利用曾经的成功在讲故事，甚至是在挑战一般意义上的二级市场规律，那就是资本输血即将枯竭的时刻。</p><p>现在看起来长袖善舞的八爪鱼，没有利润，最终也会落得八爪皆空。</p></body></html>","source":"lsy1642045066006","collect":0,"html":"<!DOCTYPE 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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刘强东变身资本八爪鱼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 13:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/52egcC4qYT90Cr2Fc9pRqQ><strong>巨潮WAVE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>丧失低价优势，刘强东痛心疾首。“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地向全体管理层发布了一封邮件，措辞极为犀利。三个月后，京东祭出大招。2月21日，有消息称，京东将于3月8日正式上线“百亿补贴”频道，京东准备砸下百亿，“炮打拼多多”。但资本市场并不买账，京东美股随即大跌...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/52egcC4qYT90Cr2Fc9pRqQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa5a19393d1e9a790e7b9878f63f717","relate_stocks":{"06618":"京东健康","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1591":"就地过年概念","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1502":"双十一","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","SG9999002463.SGD":"LionGlobal China Growth 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SGD-H"},"source_url":"https://mp.weixin.qq.com/s/52egcC4qYT90Cr2Fc9pRqQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176713323","content_text":"丧失低价优势，刘强东痛心疾首。“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地向全体管理层发布了一封邮件，措辞极为犀利。三个月后，京东祭出大招。2月21日，有消息称，京东将于3月8日正式上线“百亿补贴”频道，京东准备砸下百亿，“炮打拼多多”。但资本市场并不买账，京东美股随即大跌11%。刘强东的危机感不无道理，因为如今的京东似乎正在失去关于零售的梦想，反而更像一个“资本八爪鱼”。京东曾用低价和效率，叫板当当、痛击苏宁，借此奠定了京东后来十年的江湖地位。价格和服务曾是京东引以为傲的标签，也是刘强东自诩为中国零售创造的功绩。“低价是京东成功最重要的武器，以后也是唯一基础性武器。”虽然这家公司的创始人并未忘却自己的立业根本，但京东似乎正在和过去的经营理念告别。不同于阿里、百度、腾讯、拼多多，京东在不断分拆和收购，如今已拥有5家境内外上市公司，京东科技也在加紧IPO，京东工业品、京东产发、京东酒世界等新板块也在独立运作。一个“资本帝国”已然成型。在拼多多占据下沉市场，资本市场更关注企业盈利的时刻，刘强东期望用发怒来唤醒京东的创业初衷，难度不小，因为他一手操盘的资本游戏本身就和创业者心态相背离。01、贪恋资本游戏资本运作的重要性和价值。“花里胡哨的故事太多，谈成本、效率、体验太少。”去年11月20日，在京东经营管理培训会上，刘强东尖锐地批评道，高管们偏离了经营战略的核心，“与此无关的一切工作都是无效的！”1998年，25岁的刘强东在北京中关村租了一间小柜台，卖光碟和刻录机，他为人老实，经营本分，从来不卖假货，口碑一向很好，他的摊位名叫“京东多媒体”。刘强东曾睡在公司地板上，以便及时回复顾客问题。尽管身家上百亿，他每年都要抽出一天时间送快递。作为创业者，刘强东在风雨中摸爬滚打，从一个吃不上肉的农村小孩，成长为叱咤风云的商业大佬。但这些年来，京东不断分拆上市，并购上市公司，打造出一个个黄澄澄的金蛋。京东5.9亿年活跃用户所“恩荫”的不仅是零售，还有健康、物流和科技都是在复用这些基础流量。由于京东采用重资产模式，自建物流体系，给所有快递小哥都缴纳五险一金，还要拿钱建福利房，京东成本高居不下，常年亏损。2021年，京东营收达到9515.92亿元，员工数超过42万人，收入体量和员工人数均位居中国民营企业第一名。这导致营收近万亿的巨大京东全年亏损了36亿元，体现经营质量的经营利润率除了2020年突破6%外，近两年不超过2%，或者亏损。与阿里曾一年超1500亿元的利润形成天壤之别。京东系企业不得不倚仗“一级市场融资+二级市场IPO”，通过烧资本市场的钱去实现整体的增长和扩张。通过不断孵化新的“京东系独角兽”，再推向资本市场，各个子板块获取了更高的估值，拥有了更多的融资渠道。2014年，京东赴美上市，总募集17.8亿美元。2020年6月，达达赴美上市，最高募资3.68亿美元；同月，京东集团回港二次上市，募资约297.71亿港元；12月，京东健康在港股上市，集资265亿港元。2021年5月，京东物流上市，集资241亿港元。估值曾高达2000亿的京东科技，也在谋求上市。统计来看，京东在二级市场至少融资972亿港元，再加上一级市场，京东系在资本市场共获取了上千亿资金。而随着体量不断增大，员工数量膨胀，经营成本高悬，京东还将继续孵化新业务，从资本市场吸血以维持庞大的企业运转和发展需求。目前，刘强东实控五家上市公司，加上拟IPO的京东科技，总估值超过万亿港元。距今较近的大动作是2022年3月，京东物流以89.76亿元收购德邦股份66.49%股份，京东拿下一个A股资本平台。刘强东虽然只在京东集团领取1元年薪，但他仅2021年就在京东健康获取9.51亿薪水（股份支付），在京东物流拿了5.63亿元的报酬，位居全中国上市公司第一人，合计超15亿元。而在卸任京东集团CEO后短短两个月时间，刘强东减持京东系企业股票，累计套现约66.31亿元。此前不久，传出刘强东家族有人在意大利购置亿元级别豪宅，以及刘强东携夫人在美生子，都闹得沸沸扬扬。这也从侧面印证了其资本运作的重要性和价值。无论是京东经营、运转、发展需要，还是所有员工的福利保障，乃至刘强东个人的收入和生活，都需要这场越玩越大的“资本游戏”去维系。02、遗忘零售本心零售市场没有永远的赢家。“这样下去，早晚成为第二个苏宁！”刘强东的咆哮，剜出了当下京东的根本问题。他不想成为张近东，更不想步黄光裕的后尘。然而在中国零售史中，没有永远的赢家，只有不断涌现的颠覆者。过去10年，正是踏着苏宁的尸体，京东站稳了3C家电的线上地位，坐上了电商江湖老二的位置。但正如当年的苏宁搞不懂京东，刘强东也曾对拼多多不屑一顾。“只要你在中国购物过几次，也许只要三次，就会有自己的答案。”被问及风头正盛的拼多多是否是竞争对手，刘强东认为它们只是昙花一现。彼时，还十分青涩的拼多多创始人黄峥毫不示弱：“时代是一浪推一浪，刘强东也是会老的。”谁曾想，这个五环外的小马驹，掀起了一波巨浪。靠着魔性的砍一刀，抢占了四五线的下沉市场；在疫情之中，凭借低价优势，取得了爆发式增长。2022年第三季度，拼多多营收355亿元，同比增长65.1%，归属于普通股东的净利润为105.9亿元，同比大增546%。相比之下，同期京东和阿里的营收增长分别仅有11.4%和3%，拼多多在消费低迷期表现出强劲的增长态势。根据分析师和相关公司内部流出的测算数据显示，拼多多2022年GMV预计达到3万亿元或者更高，这一数字已和京东旗鼓相当，而抖音电商加本地生活GMV也接近1.5万亿元。倘若该数据为真，以拼多多的增速，极有可能很快就反超京东，站上第二的位置。刘强东一直将阿里视作唯一竞争对手，却对后起之秀疏忽大意。2019年的“6·18消费节”，拼多多上线“百亿补贴”活动。经过近4年努力，凭借“低价+保险公司担保”，拼多多直接刺向了京东的3C复地，吸引更多的高一线人群。甚至有网友戏称，连小学门口卖烧烤的大爷，都知道在拼多多上可以买到便宜的苹果手机。由于主要依托电子、家电类产品，京东单笔客单价要远高于其他平台，而近些年来京东ARPU（用户平均贡献收入）也在不断提升。国海证券预计到2022年底，京东ARPU将达到1746元，创历史新高。与此同时，京东毛利率持续提升，2022Q3履约后毛利率达到9%，创三年最高水平。而公司管理层解释称，主要原因是减少了用户补贴。盈利回升，补贴减少，消费者普遍感受到京东的东西越来越贵。面对拼多多、抖音、快手的崛起，京东还有一个核心武器——正品行货。刘强东曾指出：“社交电商的最大问题还是传统电商十几年没解决的问题，存在大量的假货、劣质货。”可这些年来，拼多多打假已常态化，加上人保财险的保障，以及物流、售后服务的提升，拼多多、抖音电商等平台的购物体验已经大幅提升。对比来看，京东曾引以为傲的价格体系已丧失竞争力，而其他平台的却越来越便宜。尽管刘强东还在不断对外强调低价的重要性，但京东似乎正忘却它之所以能够在零售行业崛起的根本。03、重拾低价武器京东面对的不仅仅有拼多多，还有更加凶猛的抖音。“打赢当当，关键因素是价格；打赢苏宁，关键因素还是价格。”刘强东在内部培训会上要求全员宣贯“低价心智”。他说，如果把零售业务的用户体验分成三要素——价格、品质、服务，低价是“1”，品质和服务是两个“0”，失去了低价优势，那么其他一切所谓的竞争优势都会归零。刘强东的危机感不仅仅来自拼多多对3C产品的绕后攻击。疫情中，日常消费品囤积需求大增，但京东的一般商品（食品粮油等日用品等超市品类）在2022第三季度的同比增速下降到3%，不及二季度的8%。京东在的超市品类受到了社区团购、同城零售等竞争对手的强有力冲击。而据国金证券测算，多多买菜2022Q3的GMV为386亿元，增速高达88%。刘强东认为当下亟需稳固基本盘，京东版“百亿补贴”就是践行刘强东思想，重回零售主航道的一项重要举措。在此之前，京东内部许多新业务被叫停，包括社区团购随着政策调整等原因收缩，京喜拼拼仅保留北京和郑州两地业务，宣称要打造的外卖业务也迟迟未上线。可见京东内部的工作重心已经重回零售基本盘。据悉，这次“百亿补贴”将在京东App内拥有一级入口，由以往的“大促”模式变为“日销”模式。京东特地制定了“买贵双倍赔”的新规则，若消费者在京东购买的商品价格，高于拼多多百亿补贴、天猫，则赔付双倍差价。可以看出，京东此次拿出了打硬仗的心理准备。诚如刘强东所言，“无论零售业现在和将来发生怎样的改变，有三件事从来没有变化过，对消费者来说，他们永远只在乎质量、价格、服务。”但目前来看，京东面临几大挑战。一是比价模式，将令京东陷入烧钱的价格战，本就稀薄的盈利空间更加逼仄。招商证券称，京东的百亿补贴计划将会影响企业利润率，EBITDA利润率将从3.2%下降至2.4%。也有分析指出，如果按前京东的盈利水平，如果还是以当年零毛利打苏宁的作战部署，京东立马就会陷入到半年亏损约百亿的境地。其次，拼多多已经占据了低价和下沉市场的主阵地，京东要想反攻一击，后来居上，难度不小。最后，刘强东再次拾起低价武器，但电商江湖已经风云突变。京东面对的不仅仅有拼多多，还有更加凶猛的抖音。直播带货侵占了几乎所有零售企业的蛋糕相比传统电商，阿里、京东的卖货模式可以理解为电子“货架”，这种模式更像一锤子买卖，消费者购买后很难和商户乃至平台形成近距离的互动；而以直播为展现形式的电商与用户更加贴近，许多粉丝因内容和人设下单，消费者也将成为该商户的忠实“老铁”，广告收入能力也更强。许多品牌方选择抖音、快手，不光是为了卖货，也是为了新品宣传和市场推广，因此会给抖音更高的抽成比例。比如，同样一件商品，同一个售价，厂商会给抖音直播间30%的抽成，但只会给京东15%的抽成。京东通常直接和品牌官方或总代签订年包合同，价格和利润率固定，价格调整空间小。例如，之前京东就因为多次以低价销售泸州老窖，而被对方终止合作。所以，京东重回低价战略的掣肘繁多，阻力不小。04、写在最后一家企业，到底是值钱好，还是赚钱好？这是京东上下亟需思考的问题。从市值体量来看，京东的确非常值钱，市盈率是阿里的6倍，拼多多的12倍，腾讯控股的19倍。资本市场给京东的乐观和溢价是显而易见的。而京东高估值的另一个重要原因，就是其净利润水平长期不高，导致其无法正常按照利润和市盈率去定价。如果一家企业足够赚钱，也可以依靠利润提升员工待遇和福利，吸引人才，并能够反馈投资者和资本市场，进而吸引投资者。当然这只是二级市场分析师们所推崇的理想状态。我们无法苛求一家公司能够如想象中完美。但如果一家企业长期不赚钱，不仅不赚钱，还要不断通过分拆的方式去向资本市场要更多的钱，那么它将极有可能在某个时间点被资本市场抛弃。讲故事需要听故事的人配合，故事才能讲得通。听故事的人之所以愿意配合，在于讲故事的人曾经做到过一些什么。如果资本最终意识到，讲故事的人仅仅是利用曾经的成功在讲故事，甚至是在挑战一般意义上的二级市场规律，那就是资本输血即将枯竭的时刻。现在看起来长袖善舞的八爪鱼，没有利润，最终也会落得八爪皆空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624117416,"gmtCreate":1677153525935,"gmtModify":1677157518093,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚","listText":"感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚","text":"感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624117416","repostId":"2313855711","repostType":2,"repost":{"id":"2313855711","kind":"news","pubTimestamp":1677148529,"share":"https://www.laohu8.com/m/news/2313855711?lang=&edition=full","pubTime":"2023-02-23 18:35","market":"us","language":"zh","title":"京东硬刚拼多多，“百亿互掐”有两大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2313855711","media":"证券时报网","summary":"电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。但近几年，两种模式开始针锋相对，国内京东对阵拼多多。京东自己又没有内容平台，没有短视频，没有社交平台。所以当前京东消费者引流也存在很大问题。两方面叠加，通过百亿补贴涨流量成为京东的唯一出路。且我认为，未来京东的百亿补贴将不断的出现。","content":"<div>\n<p>电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。一向以自营、品控为主打特色的京东终于放下身段。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。消费者还没有躁动，投资人先心寒，投资人担忧的是新一轮电商内卷可能引发持续的电商价格战。京东是自营电商为主，而拼多多是代理电商为主。自营平台和代理平台谁更能打？理论上双方针对不同客群。自营平台重品质服务轻...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。一向以自营、品控为主打特色的京东终于放下身段。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。消费者还没有躁动，投资人先心寒，投资人担忧的是新一轮电商内卷可能引发持续的电商价格战。京东是自营电商为主，而拼多多是代理电商为主。自营平台和代理平台谁更能打？理论上双方针对不同客群。自营平台重品质服务轻...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4535":"淡马锡持仓","JD":"京东","BK4501":"段永平概念","BK4588":"碎股","09618":"京东集团-SW","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4526":"热门中概股","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc 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ACC","BK4558":"双十一","BK4509":"腾讯概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2313855711","content_text":"电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。一向以自营、品控为主打特色的京东终于放下身段。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。消费者还没有躁动，投资人先心寒，投资人担忧的是新一轮电商内卷可能引发持续的电商价格战。京东是自营电商为主，而拼多多是代理电商为主。自营平台和代理平台谁更能打？理论上双方针对不同客群。自营平台重品质服务轻性价比，而代理平台重性价比而轻视品质，强调功能性和实用性。鱼和熊掌不可兼得，双方不同路径发展：自营平台完善供应链，打造物流系统，代理平台做中间商，行资源整合。但近几年，两种模式开始针锋相对，国内京东对阵拼多多。原因很简单，追求性价比的消费者更多。三年疫情，无论是中国消费者，还是全球消费者都开始摒弃消费主义，回归实用主义。这就让自营电商生意越来越难做。简单说，疫情让全球普通人变穷。除了变穷，京东还有个问题是和腾讯脱钩之后，没了流量支持。京东自己又没有内容平台，没有短视频，没有社交平台。所以当前京东消费者引流也存在很大问题。一方面，全球追求性价比的消费理念成为主流，另一方面，京东没有流量入口。两方面叠加，通过百亿补贴涨流量成为京东的唯一出路。且我认为，未来京东的百亿补贴将不断的出现。短期看，补贴说明京东重新回归了流量思维，认清了现实，客观上也为消费者带来实惠。长期看，京东对外部流量依赖的弊病正在显现，要解决问题只能直达病灶，去寻求并购或者自建内容平台。（作者系浙江大学某学院研究中心联席主任、研究员）","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665699045,"gmtCreate":1667226122387,"gmtModify":1667226715859,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/5RE.SI\">智能</a>化是传统供应链的延伸，是制造业数字化转型的组成部分，也是制造企业降本增效、提升竞争力的重要手段。依托大数据、物联网、云计算等新兴技术，数智化供应链将改善数字经济体系，助力供给侧结构性改革，促进供需平衡，推动我国经济的高质量发展。</p><p>降本增效不能是企业和某个环节的“单兵作战”，只有从需求侧到供给侧的供应链全链路数智化，才能让成效最大化、效果可持续。华东师范大学工商管理学院教授、统计交叉科学研究院副院长杜刚表示，现在很多工业企业降本增效更多是在做供应链局部优化，但实际上更需要的是全局的优化、全链条集成性的优化。</p><p>发布会上，京东工业联合供应方、需求方与承运方共同发起了“制造业降本增效共建行动”。来自产业链不同环节的企业将各司其职，共同推动产业成本与效率的优化。其中供应方将致力于共享库存信息，提供优价商品；需求方将加快推动数智转型升级，开放合作机会；承运商将重点扩大配送网络，提供最佳服务；技术与服务商则全力完善技术服务，推动数据互通。京东工业将以全链解决方案为底座串联产业链各环节，为数据流动提供高速公路，为资源配置提供智能大脑，通过降低产业交易成本，推动企业供应链的成本优化，通过优化产业资源配置，促进企业供应链的效率改善，最终帮助企业实现降本、增效、保供、合规。</p><p>专家预计，在未来五年内通过“让数据多流动，让商品少跑动”等举措，有望带动制造业供应链成本在制造业产值中的占比再降低10%。</p></article></body></html>","source":"tencent","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\" 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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京东工业发起“制造业降本增效共建行动” 携手多方服务产业高质量可持续发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-31 18:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230831185023821aa92f&s=b><strong>新民晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>图说：制造业降本增效共建行动计划正式启动 采访对象提供新民晚报讯（记者 金志刚）近年来，降本增效已成为制造企业发展的当务之急。然而受限于企业自身的技术和资源，长期以来企业单打独斗实施的降本增效行动往往成效有限。今天，京东工业率先联合产业链上下游和广大合作伙伴共同启动“制造业降本增效共建行动”，携手产业落实降本增效，助力产业高质量可持续发展。在这次制造业降本增效共建行动发布会上，京东工业还发布了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230831185023821aa92f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","BK1142":"互联网与直销零售","LU0868486357.SGD":"JPMorgan Funds - Emerging Markets Opportunities A (acc) SGD-H","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1044875133.USD":"天利亚洲反向股票 AU Acc","JD":"京东","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","BK1502":"双十一","BK1575":"同股不同权","09618":"京东集团-SW","LU0048580855.USD":"富达大中华区A","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0320764755.SGD":"FTIF - 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ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0051755006.USD":"摩根大通中国A (dist)","LU0594300419.USD":"富达中国消费基金A","LU1044876610.USD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"ZU\" (USD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","BK1610":"ETF&股票定投概念","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230831185023821aa92f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2363295363","content_text":"图说：制造业降本增效共建行动计划正式启动 采访对象提供新民晚报讯（记者 金志刚）近年来，降本增效已成为制造企业发展的当务之急。然而受限于企业自身的技术和资源，长期以来企业单打独斗实施的降本增效行动往往成效有限。今天，京东工业率先联合产业链上下游和广大合作伙伴共同启动“制造业降本增效共建行动”，携手产业落实降本增效，助力产业高质量可持续发展。在这次制造业降本增效共建行动发布会上，京东工业还发布了供应链“全链”解决方案，通过咨询与方案、一站式商品、全链路数字化、运营与服务，提供从供应侧到需求侧的一体化能力，以产业协同大幅持续优化企业成本和效率。京东集团副总裁、京东工业CEO宋春正表示，京东工业始终致力于打造一条横跨不同行业、兼容不同类型物料的数字高速公路。通过此次行动，希望将这条高速公路开放给全产业共享，让数据多流动、商品少跑动，共同推动供应链的畅通无阻。对于制造业而言，成本和效率一直是永恒的主题。但相比于其他实体产业，制造业的供应链结构尤其复杂，涉及产业链环节众多，为降本增效带来了更大的难度。中国首席经济学家论坛研究院院长、中国人民银行调查统计司原司长盛松成表示，供应链的数字化、智能化是传统供应链的延伸，是制造业数字化转型的组成部分，也是制造企业降本增效、提升竞争力的重要手段。依托大数据、物联网、云计算等新兴技术，数智化供应链将改善数字经济体系，助力供给侧结构性改革，促进供需平衡，推动我国经济的高质量发展。降本增效不能是企业和某个环节的“单兵作战”，只有从需求侧到供给侧的供应链全链路数智化，才能让成效最大化、效果可持续。华东师范大学工商管理学院教授、统计交叉科学研究院副院长杜刚表示，现在很多工业企业降本增效更多是在做供应链局部优化，但实际上更需要的是全局的优化、全链条集成性的优化。发布会上，京东工业联合供应方、需求方与承运方共同发起了“制造业降本增效共建行动”。来自产业链不同环节的企业将各司其职，共同推动产业成本与效率的优化。其中供应方将致力于共享库存信息，提供优价商品；需求方将加快推动数智转型升级，开放合作机会；承运商将重点扩大配送网络，提供最佳服务；技术与服务商则全力完善技术服务，推动数据互通。京东工业将以全链解决方案为底座串联产业链各环节，为数据流动提供高速公路，为资源配置提供智能大脑，通过降低产业交易成本，推动企业供应链的成本优化，通过优化产业资源配置，促进企业供应链的效率改善，最终帮助企业实现降本、增效、保供、合规。专家预计，在未来五年内通过“让数据多流动，让商品少跑动”等举措，有望带动制造业供应链成本在制造业产值中的占比再降低10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204258080325824,"gmtCreate":1690899100070,"gmtModify":1690899245999,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a 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最近有些评论京东的帖子严重失真啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627571748","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627368557,"gmtCreate":1678064876179,"gmtModify":1678064877338,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>利好出来了，后面该利空了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>利好出来了，后面该利空了","text":"$京东(JD)$ $纳斯达克(.IXIC)$ 利好出来了，后面该利空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627368557","isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624550055,"gmtCreate":1677583420577,"gmtModify":1677583803068,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"最近好多做空京东的帖子啊","listText":"最近好多做空京东的帖子啊","text":"最近好多做空京东的帖子啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624550055","repostId":"1176713323","repostType":2,"repost":{"id":"1176713323","kind":"news","pubTimestamp":1677563842,"share":"https://www.laohu8.com/m/news/1176713323?lang=&edition=full","pubTime":"2023-02-28 13:57","market":"hk","language":"zh","title":"刘强东变身资本八爪鱼","url":"https://stock-news.laohu8.com/highlight/detail?id=1176713323","media":"巨潮WAVE","summary":"丧失低价优势，刘强东痛心疾首。“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地","content":"<html><head></head><body><p>丧失低价优势，刘强东痛心疾首。</p><p>“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地向全体管理层发布了一封邮件，措辞极为犀利。</p><p>三个月后，京东祭出大招。2月21日，有消息称，京东将于3月8日正式上线“百亿补贴”频道，京东准备砸下百亿，“炮打拼多多”。但资本市场并不买账，京东美股随即大跌11%。</p><p><b>刘强东的危机感不无道理，因为如今的京东似乎正在失去关于零售的梦想，反而更像一个“资本八爪鱼”。</b></p><p>京东曾用低价和效率，叫板当当、痛击苏宁，借此奠定了京东后来十年的江湖地位。价格和服务曾是京东引以为傲的标签，也是刘强东自诩为中国零售创造的功绩。</p><p>“低价是京东成功最重要的武器，以后也是唯一基础性武器。”虽然这家公司的创始人并未忘却自己的立业根本，但京东似乎正在和过去的经营理念告别。</p><p>不同于阿里、百度、腾讯、拼多多，京东在不断分拆和收购，如今已拥有5家境内外上市公司，京东科技也在加紧IPO，京东工业品、京东产发、京东酒世界等新板块也在独立运作。一个“资本帝国”已然成型。</p><p>在拼多多占据下沉市场，资本市场更关注企业盈利的时刻，刘强东期望用发怒来唤醒京东的创业初衷，难度不小，因为<b>他一手操盘的资本游戏本身就和创业者心态相背离。</b></p><p><b>01、贪恋资本游戏</b></p><blockquote>资本运作的重要性和价值。</blockquote><p>“花里胡哨的故事太多，谈成本、效率、体验太少。”去年11月20日，在京东经营管理培训会上，刘强东尖锐地批评道，高管们偏离了经营战略的核心，“与此无关的一切工作都是无效的！”</p><p>1998年，25岁的刘强东在北京中关村租了一间小柜台，卖光碟和刻录机，他为人老实，经营本分，从来不卖假货，口碑一向很好，他的摊位名叫“京东多媒体”。</p><p>刘强东曾睡在公司地板上，以便及时回复顾客问题。尽管身家上百亿，他每年都要抽出一天时间送快递。</p><p>作为创业者，刘强东在风雨中摸爬滚打，从一个吃不上肉的农村小孩，成长为叱咤风云的商业大佬。但这些年来，京东不断分拆上市，并购上市公司，打造出一个个黄澄澄的金蛋。京东5.9亿年活跃用户所“恩荫”的不仅是零售，还有健康、物流和科技都是在复用这些基础流量。</p><p><img src=\"https://static.tigerbbs.com/796db1c28a96fce06856c8eddc1154ed\" tg-width=\"1080\" tg-height=\"818\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>由于京东采用重资产模式，自建物流体系，给所有快递小哥都缴纳五险一金，还要拿钱建福利房，京东成本高居不下，常年亏损。</p><p>2021年，京东营收达到9515.92亿元，员工数超过42万人，收入体量和员工人数均位居中国民营企业第一名。</p><p><b>这导致营收近万亿的巨大京东全年亏损了36亿元，体现经营质量的经营利润率除了2020年突破6%外，近两年不超过2%，或者亏损。</b>与阿里曾一年超1500亿元的利润形成天壤之别。</p><p><img src=\"https://static.tigerbbs.com/c415b244c8106f4253e2c87f8fe0c2e3\" tg-width=\"1080\" tg-height=\"773\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>京东系企业不得不倚仗“一级市场融资+二级市场IPO”，通过烧资本市场的钱去实现整体的增长和扩张。</b></p><p>通过不断孵化新的“京东系独角兽”，再推向资本市场，各个子板块获取了更高的估值，拥有了更多的融资渠道。</p><p>2014年，京东赴美上市，总募集17.8亿美元。2020年6月，达达赴美上市，最高募资3.68亿美元；同月，京东集团回港二次上市，募资约297.71亿港元；12月，京东健康在港股上市，集资265亿港元。2021年5月，京东物流上市，集资241亿港元。估值曾高达2000亿的京东科技，也在谋求上市。</p><p><b>统计来看，京东在二级市场至少融资972亿港元，再加上一级市场，京东系在资本市场共获取了上千亿资金。</b></p><p>而随着体量不断增大，员工数量膨胀，经营成本高悬，京东还将继续孵化新业务，从资本市场吸血以维持庞大的企业运转和发展需求。</p><p>目前，刘强东实控五家上市公司，加上拟IPO的京东科技，总估值超过万亿港元。距今较近的大动作是2022年3月，京东物流以89.76亿元收购德邦股份66.49%股份，京东拿下一个A股资本平台。</p><p>刘强东虽然只在京东集团领取1元年薪，但他仅2021年就在京东健康获取9.51亿薪水（股份支付），在京东物流拿了5.63亿元的报酬，位居全中国上市公司第一人，合计超15亿元。</p><p><img src=\"https://static.tigerbbs.com/175e670206fcc5a7bfc54ed9801bc63f\" tg-width=\"1080\" tg-height=\"913\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>而<b>在卸任京东集团CEO后短短两个月时间，刘强东减持京东系企业股票，累计套现约66.31亿元。</b></p><p>此前不久，传出刘强东家族有人在意大利购置亿元级别豪宅，以及刘强东携夫人在美生子，都闹得沸沸扬扬。这也从侧面印证了其资本运作的重要性和价值。</p><p>无论是京东经营、运转、发展需要，还是所有员工的福利保障，乃至刘强东个人的收入和生活，都需要这场越玩越大的“资本游戏”去维系。</p><p><b>02、遗忘零售本心</b></p><blockquote>零售市场没有永远的赢家。</blockquote><p>“这样下去，早晚成为第二个苏宁！”刘强东的咆哮，剜出了当下京东的根本问题。</p><p>他不想成为张近东，更不想步黄光裕的后尘。</p><p><b>然而在中国零售史中，没有永远的赢家，只有不断涌现的颠覆者。</b>过去10年，正是踏着苏宁的尸体，京东站稳了3C家电的线上地位，坐上了电商江湖老二的位置。</p><p><b>但正如当年的苏宁搞不懂京东，刘强东也曾对拼多多不屑一顾。</b></p><p>“只要你在中国购物过几次，也许只要三次，就会有自己的答案。”被问及风头正盛的拼多多是否是竞争对手，刘强东认为它们只是昙花一现。</p><p><img src=\"https://static.tigerbbs.com/cf6d3df31bd427c0e46e7df0ab49ae86\" tg-width=\"572\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>彼时，还十分青涩的拼多多创始人黄峥毫不示弱：<b>“时代是一浪推一浪，刘强东也是会老的。”</b></p><p>谁曾想，这个五环外的小马驹，掀起了一波巨浪。靠着魔性的砍一刀，抢占了四五线的下沉市场；在疫情之中，凭借低价优势，取得了爆发式增长。</p><p>2022年第三季度，拼多多营收355亿元，同比增长65.1%，归属于普通股东的净利润为105.9亿元，同比大增546%。</p><p>相比之下，同期京东和阿里的营收增长分别仅有11.4%和3%，拼多多在消费低迷期表现出强劲的增长态势。</p><p><img src=\"https://static.tigerbbs.com/0a37442bb0b60af47d8c7bd6b49f1fda\" tg-width=\"1080\" tg-height=\"865\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>根据分析师和相关公司内部流出的测算数据显示，拼多多2022年GMV预计达到3万亿元或者更高，这一数字已和京东旗鼓相当，而抖音电商加本地生活GMV也接近1.5万亿元。</p><p><b>倘若该数据为真，以拼多多的增速，极有可能很快就反超京东，站上第二的位置。</b>刘强东一直将阿里视作唯一竞争对手，却对后起之秀疏忽大意。</p><p>2019年的“6·18消费节”，拼多多上线“百亿补贴”活动。经过近4年努力，凭借“低价+保险公司担保”，拼多多直接刺向了京东的3C复地，吸引更多的高一线人群。</p><p>甚至有网友戏称，连小学门口卖烧烤的大爷，都知道在拼多多上可以买到便宜的苹果手机。</p><p>由于主要依托电子、家电类产品，京东单笔客单价要远高于其他平台，而近些年来京东ARPU（用户平均贡献收入）也在不断提升。国海证券预计到2022年底，京东ARPU将达到1746元，创历史新高。</p><p>与此同时，京东毛利率持续提升，2022Q3履约后毛利率达到9%，创三年最高水平。而公司管理层解释称，主要原因是减少了用户补贴。</p><p><img src=\"https://static.tigerbbs.com/254778311a9aada2206bfa5c70e535d0\" tg-width=\"1080\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>盈利回升，补贴减少，消费者普遍感受到京东的东西越来越贵。</p><p>面对拼多多、抖音、快手的崛起，京东还有一个核心武器——正品行货。刘强东曾指出：“社交电商的最大问题还是传统电商十几年没解决的问题，存在大量的假货、劣质货。”</p><p>可这些年来，拼多多打假已常态化，加上人保财险的保障，以及物流、售后服务的提升，拼多多、抖音电商等平台的购物体验已经大幅提升。</p><p>对比来看，京东曾引以为傲的价格体系已丧失竞争力，而其他平台的却越来越便宜。尽管刘强东还在不断对外强调低价的重要性，但京东似乎正忘却它之所以能够在零售行业崛起的根本。</p><p><b>03、重拾低价武器</b></p><blockquote>京东面对的不仅仅有拼多多，还有更加凶猛的抖音。</blockquote><p>“打赢当当，关键因素是价格；打赢苏宁，关键因素还是价格。”刘强东在内部培训会上要求全员宣贯“低价心智”。</p><p>他说，如果把零售业务的用户体验分成三要素——价格、品质、服务，低价是“1”，品质和服务是两个“0”，失去了低价优势，那么其他一切所谓的竞争优势都会归零。</p><p><img src=\"https://static.tigerbbs.com/7e7dd8c01a33b8416ac17e13805109e5\" tg-width=\"1080\" tg-height=\"758\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>刘强东的危机感不仅仅来自拼多多对3C产品的绕后攻击。疫情中，日常消费品囤积需求大增，但京东的一般商品（食品粮油等日用品等超市品类）在2022第三季度的同比增速下降到3%，不及二季度的8%。</p><p>京东在的超市品类受到了社区团购、同城零售等竞争对手的强有力冲击。而据国金证券测算，多多买菜2022Q3的GMV为386亿元，增速高达88%。</p><p><b>刘强东认为当下亟需稳固基本盘，京东版“百亿补贴”就是践行刘强东思想，重回零售主航道的一项重要举措。</b></p><p>在此之前，京东内部许多新业务被叫停，包括社区团购随着政策调整等原因收缩，京喜拼拼仅保留北京和郑州两地业务，宣称要打造的外卖业务也迟迟未上线。</p><p>可见京东内部的工作重心已经重回零售基本盘。</p><p>据悉，这次“百亿补贴”将在京东App内拥有一级入口，由以往的“大促”模式变为“日销”模式。</p><p>京东特地制定了“买贵双倍赔”的新规则，若消费者在京东购买的商品价格，高于拼多多百亿补贴、天猫，则赔付双倍差价。可以看出，京东此次拿出了打硬仗的心理准备。</p><p><b>诚如刘强东所言，“无论零售业现在和将来发生怎样的改变，有三件事从来没有变化过，对消费者来说，他们永远只在乎质量、价格、服务。”</b></p><p><img src=\"https://static.tigerbbs.com/39bd087d26ea1a44ce0ca832bdf93e7f\" tg-width=\"1080\" tg-height=\"980\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>但目前来看，京东面临几大挑战。一是比价模式，将令京东陷入烧钱的价格战，本就稀薄的盈利空间更加逼仄。</p><p>招商证券称，京东的百亿补贴计划将会影响企业利润率，EBITDA利润率将从3.2%下降至2.4%。也有分析指出，<b>如果按前京东的盈利水平，如果还是以当年零毛利打苏宁的作战部署，京东立马就会陷入到半年亏损约百亿的境地。</b></p><p>其次，拼多多已经占据了低价和下沉市场的主阵地，京东要想反攻一击，后来居上，难度不小。</p><p>最后，刘强东再次拾起低价武器，但电商江湖已经风云突变。<b>京东面对的不仅仅有拼多多，还有更加凶猛的抖音。</b></p><p><img src=\"https://static.tigerbbs.com/e6b9e8a206e5d4b8ccfcf3fcb3277ce7\" tg-width=\"1080\" tg-height=\"674\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>直播带货侵占了几乎所有零售企业的蛋糕</p><p>相比传统电商，阿里、京东的卖货模式可以理解为电子“货架”，<b>这种模式更像一锤子买卖，消费者购买后很难和商户乃至平台形成近距离的互动</b>；而以直播为展现形式的电商与用户更加贴近，许多粉丝因内容和人设下单，消费者也将成为该商户的忠实“老铁”，广告收入能力也更强。</p><p>许多品牌方选择抖音、快手，不光是为了卖货，也是为了新品宣传和市场推广，因此会给抖音更高的抽成比例。比如，同样一件商品，同一个售价，厂商会给抖音直播间30%的抽成，但只会给京东15%的抽成。</p><p>京东通常直接和品牌官方或总代签订年包合同，价格和利润率固定，价格调整空间小。例如，之前京东就因为多次以低价销售泸州老窖，而被对方终止合作。</p><p>所以，京东重回低价战略的掣肘繁多，阻力不小。</p><p><b>04、写在最后</b></p><p>一家企业，到底是值钱好，还是赚钱好？这是京东上下亟需思考的问题。</p><p>从市值体量来看，京东的确非常值钱，市盈率是阿里的6倍，拼多多的12倍，腾讯控股的19倍。资本市场给京东的乐观和溢价是显而易见的。</p><p>而京东高估值的另一个重要原因，就是其净利润水平长期不高，导致其无法正常按照利润和市盈率去定价。</p><p>如果一家企业足够赚钱，也可以依靠利润提升员工待遇和福利，吸引人才，并能够反馈投资者和资本市场，进而吸引投资者。当然这只是二级市场分析师们所推崇的理想状态。</p><p>我们无法苛求一家公司能够如想象中完美。但<b>如果一家企业长期不赚钱，不仅不赚钱，还要不断通过分拆的方式去向资本市场要更多的钱，那么它将极有可能在某个时间点被资本市场抛弃。</b></p><p>讲故事需要听故事的人配合，故事才能讲得通。听故事的人之所以愿意配合，在于讲故事的人曾经做到过一些什么。如果资本最终意识到，讲故事的人仅仅是利用曾经的成功在讲故事，甚至是在挑战一般意义上的二级市场规律，那就是资本输血即将枯竭的时刻。</p><p>现在看起来长袖善舞的八爪鱼，没有利润，最终也会落得八爪皆空。</p></body></html>","source":"lsy1642045066006","collect":0,"html":"<!DOCTYPE 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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刘强东变身资本八爪鱼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-28 13:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/52egcC4qYT90Cr2Fc9pRqQ><strong>巨潮WAVE</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>丧失低价优势，刘强东痛心疾首。“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地向全体管理层发布了一封邮件，措辞极为犀利。三个月后，京东祭出大招。2月21日，有消息称，京东将于3月8日正式上线“百亿补贴”频道，京东准备砸下百亿，“炮打拼多多”。但资本市场并不买账，京东美股随即大跌...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/52egcC4qYT90Cr2Fc9pRqQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa5a19393d1e9a790e7b9878f63f717","relate_stocks":{"06618":"京东健康","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","BK1591":"就地过年概念","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1502":"双十一","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","SG9999002463.SGD":"LionGlobal China Growth 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SGD-H"},"source_url":"https://mp.weixin.qq.com/s/52egcC4qYT90Cr2Fc9pRqQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176713323","content_text":"丧失低价优势，刘强东痛心疾首。“随着我们的3C家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注低价优势，这样下去早晚会成为第二个苏宁！”去年双11的紧要关头，刘强东罕见地向全体管理层发布了一封邮件，措辞极为犀利。三个月后，京东祭出大招。2月21日，有消息称，京东将于3月8日正式上线“百亿补贴”频道，京东准备砸下百亿，“炮打拼多多”。但资本市场并不买账，京东美股随即大跌11%。刘强东的危机感不无道理，因为如今的京东似乎正在失去关于零售的梦想，反而更像一个“资本八爪鱼”。京东曾用低价和效率，叫板当当、痛击苏宁，借此奠定了京东后来十年的江湖地位。价格和服务曾是京东引以为傲的标签，也是刘强东自诩为中国零售创造的功绩。“低价是京东成功最重要的武器，以后也是唯一基础性武器。”虽然这家公司的创始人并未忘却自己的立业根本，但京东似乎正在和过去的经营理念告别。不同于阿里、百度、腾讯、拼多多，京东在不断分拆和收购，如今已拥有5家境内外上市公司，京东科技也在加紧IPO，京东工业品、京东产发、京东酒世界等新板块也在独立运作。一个“资本帝国”已然成型。在拼多多占据下沉市场，资本市场更关注企业盈利的时刻，刘强东期望用发怒来唤醒京东的创业初衷，难度不小，因为他一手操盘的资本游戏本身就和创业者心态相背离。01、贪恋资本游戏资本运作的重要性和价值。“花里胡哨的故事太多，谈成本、效率、体验太少。”去年11月20日，在京东经营管理培训会上，刘强东尖锐地批评道，高管们偏离了经营战略的核心，“与此无关的一切工作都是无效的！”1998年，25岁的刘强东在北京中关村租了一间小柜台，卖光碟和刻录机，他为人老实，经营本分，从来不卖假货，口碑一向很好，他的摊位名叫“京东多媒体”。刘强东曾睡在公司地板上，以便及时回复顾客问题。尽管身家上百亿，他每年都要抽出一天时间送快递。作为创业者，刘强东在风雨中摸爬滚打，从一个吃不上肉的农村小孩，成长为叱咤风云的商业大佬。但这些年来，京东不断分拆上市，并购上市公司，打造出一个个黄澄澄的金蛋。京东5.9亿年活跃用户所“恩荫”的不仅是零售，还有健康、物流和科技都是在复用这些基础流量。由于京东采用重资产模式，自建物流体系，给所有快递小哥都缴纳五险一金，还要拿钱建福利房，京东成本高居不下，常年亏损。2021年，京东营收达到9515.92亿元，员工数超过42万人，收入体量和员工人数均位居中国民营企业第一名。这导致营收近万亿的巨大京东全年亏损了36亿元，体现经营质量的经营利润率除了2020年突破6%外，近两年不超过2%，或者亏损。与阿里曾一年超1500亿元的利润形成天壤之别。京东系企业不得不倚仗“一级市场融资+二级市场IPO”，通过烧资本市场的钱去实现整体的增长和扩张。通过不断孵化新的“京东系独角兽”，再推向资本市场，各个子板块获取了更高的估值，拥有了更多的融资渠道。2014年，京东赴美上市，总募集17.8亿美元。2020年6月，达达赴美上市，最高募资3.68亿美元；同月，京东集团回港二次上市，募资约297.71亿港元；12月，京东健康在港股上市，集资265亿港元。2021年5月，京东物流上市，集资241亿港元。估值曾高达2000亿的京东科技，也在谋求上市。统计来看，京东在二级市场至少融资972亿港元，再加上一级市场，京东系在资本市场共获取了上千亿资金。而随着体量不断增大，员工数量膨胀，经营成本高悬，京东还将继续孵化新业务，从资本市场吸血以维持庞大的企业运转和发展需求。目前，刘强东实控五家上市公司，加上拟IPO的京东科技，总估值超过万亿港元。距今较近的大动作是2022年3月，京东物流以89.76亿元收购德邦股份66.49%股份，京东拿下一个A股资本平台。刘强东虽然只在京东集团领取1元年薪，但他仅2021年就在京东健康获取9.51亿薪水（股份支付），在京东物流拿了5.63亿元的报酬，位居全中国上市公司第一人，合计超15亿元。而在卸任京东集团CEO后短短两个月时间，刘强东减持京东系企业股票，累计套现约66.31亿元。此前不久，传出刘强东家族有人在意大利购置亿元级别豪宅，以及刘强东携夫人在美生子，都闹得沸沸扬扬。这也从侧面印证了其资本运作的重要性和价值。无论是京东经营、运转、发展需要，还是所有员工的福利保障，乃至刘强东个人的收入和生活，都需要这场越玩越大的“资本游戏”去维系。02、遗忘零售本心零售市场没有永远的赢家。“这样下去，早晚成为第二个苏宁！”刘强东的咆哮，剜出了当下京东的根本问题。他不想成为张近东，更不想步黄光裕的后尘。然而在中国零售史中，没有永远的赢家，只有不断涌现的颠覆者。过去10年，正是踏着苏宁的尸体，京东站稳了3C家电的线上地位，坐上了电商江湖老二的位置。但正如当年的苏宁搞不懂京东，刘强东也曾对拼多多不屑一顾。“只要你在中国购物过几次，也许只要三次，就会有自己的答案。”被问及风头正盛的拼多多是否是竞争对手，刘强东认为它们只是昙花一现。彼时，还十分青涩的拼多多创始人黄峥毫不示弱：“时代是一浪推一浪，刘强东也是会老的。”谁曾想，这个五环外的小马驹，掀起了一波巨浪。靠着魔性的砍一刀，抢占了四五线的下沉市场；在疫情之中，凭借低价优势，取得了爆发式增长。2022年第三季度，拼多多营收355亿元，同比增长65.1%，归属于普通股东的净利润为105.9亿元，同比大增546%。相比之下，同期京东和阿里的营收增长分别仅有11.4%和3%，拼多多在消费低迷期表现出强劲的增长态势。根据分析师和相关公司内部流出的测算数据显示，拼多多2022年GMV预计达到3万亿元或者更高，这一数字已和京东旗鼓相当，而抖音电商加本地生活GMV也接近1.5万亿元。倘若该数据为真，以拼多多的增速，极有可能很快就反超京东，站上第二的位置。刘强东一直将阿里视作唯一竞争对手，却对后起之秀疏忽大意。2019年的“6·18消费节”，拼多多上线“百亿补贴”活动。经过近4年努力，凭借“低价+保险公司担保”，拼多多直接刺向了京东的3C复地，吸引更多的高一线人群。甚至有网友戏称，连小学门口卖烧烤的大爷，都知道在拼多多上可以买到便宜的苹果手机。由于主要依托电子、家电类产品，京东单笔客单价要远高于其他平台，而近些年来京东ARPU（用户平均贡献收入）也在不断提升。国海证券预计到2022年底，京东ARPU将达到1746元，创历史新高。与此同时，京东毛利率持续提升，2022Q3履约后毛利率达到9%，创三年最高水平。而公司管理层解释称，主要原因是减少了用户补贴。盈利回升，补贴减少，消费者普遍感受到京东的东西越来越贵。面对拼多多、抖音、快手的崛起，京东还有一个核心武器——正品行货。刘强东曾指出：“社交电商的最大问题还是传统电商十几年没解决的问题，存在大量的假货、劣质货。”可这些年来，拼多多打假已常态化，加上人保财险的保障，以及物流、售后服务的提升，拼多多、抖音电商等平台的购物体验已经大幅提升。对比来看，京东曾引以为傲的价格体系已丧失竞争力，而其他平台的却越来越便宜。尽管刘强东还在不断对外强调低价的重要性，但京东似乎正忘却它之所以能够在零售行业崛起的根本。03、重拾低价武器京东面对的不仅仅有拼多多，还有更加凶猛的抖音。“打赢当当，关键因素是价格；打赢苏宁，关键因素还是价格。”刘强东在内部培训会上要求全员宣贯“低价心智”。他说，如果把零售业务的用户体验分成三要素——价格、品质、服务，低价是“1”，品质和服务是两个“0”，失去了低价优势，那么其他一切所谓的竞争优势都会归零。刘强东的危机感不仅仅来自拼多多对3C产品的绕后攻击。疫情中，日常消费品囤积需求大增，但京东的一般商品（食品粮油等日用品等超市品类）在2022第三季度的同比增速下降到3%，不及二季度的8%。京东在的超市品类受到了社区团购、同城零售等竞争对手的强有力冲击。而据国金证券测算，多多买菜2022Q3的GMV为386亿元，增速高达88%。刘强东认为当下亟需稳固基本盘，京东版“百亿补贴”就是践行刘强东思想，重回零售主航道的一项重要举措。在此之前，京东内部许多新业务被叫停，包括社区团购随着政策调整等原因收缩，京喜拼拼仅保留北京和郑州两地业务，宣称要打造的外卖业务也迟迟未上线。可见京东内部的工作重心已经重回零售基本盘。据悉，这次“百亿补贴”将在京东App内拥有一级入口，由以往的“大促”模式变为“日销”模式。京东特地制定了“买贵双倍赔”的新规则，若消费者在京东购买的商品价格，高于拼多多百亿补贴、天猫，则赔付双倍差价。可以看出，京东此次拿出了打硬仗的心理准备。诚如刘强东所言，“无论零售业现在和将来发生怎样的改变，有三件事从来没有变化过，对消费者来说，他们永远只在乎质量、价格、服务。”但目前来看，京东面临几大挑战。一是比价模式，将令京东陷入烧钱的价格战，本就稀薄的盈利空间更加逼仄。招商证券称，京东的百亿补贴计划将会影响企业利润率，EBITDA利润率将从3.2%下降至2.4%。也有分析指出，如果按前京东的盈利水平，如果还是以当年零毛利打苏宁的作战部署，京东立马就会陷入到半年亏损约百亿的境地。其次，拼多多已经占据了低价和下沉市场的主阵地，京东要想反攻一击，后来居上，难度不小。最后，刘强东再次拾起低价武器，但电商江湖已经风云突变。京东面对的不仅仅有拼多多，还有更加凶猛的抖音。直播带货侵占了几乎所有零售企业的蛋糕相比传统电商，阿里、京东的卖货模式可以理解为电子“货架”，这种模式更像一锤子买卖，消费者购买后很难和商户乃至平台形成近距离的互动；而以直播为展现形式的电商与用户更加贴近，许多粉丝因内容和人设下单，消费者也将成为该商户的忠实“老铁”，广告收入能力也更强。许多品牌方选择抖音、快手，不光是为了卖货，也是为了新品宣传和市场推广，因此会给抖音更高的抽成比例。比如，同样一件商品，同一个售价，厂商会给抖音直播间30%的抽成，但只会给京东15%的抽成。京东通常直接和品牌官方或总代签订年包合同，价格和利润率固定，价格调整空间小。例如，之前京东就因为多次以低价销售泸州老窖，而被对方终止合作。所以，京东重回低价战略的掣肘繁多，阻力不小。04、写在最后一家企业，到底是值钱好，还是赚钱好？这是京东上下亟需思考的问题。从市值体量来看，京东的确非常值钱，市盈率是阿里的6倍，拼多多的12倍，腾讯控股的19倍。资本市场给京东的乐观和溢价是显而易见的。而京东高估值的另一个重要原因，就是其净利润水平长期不高，导致其无法正常按照利润和市盈率去定价。如果一家企业足够赚钱，也可以依靠利润提升员工待遇和福利，吸引人才，并能够反馈投资者和资本市场，进而吸引投资者。当然这只是二级市场分析师们所推崇的理想状态。我们无法苛求一家公司能够如想象中完美。但如果一家企业长期不赚钱，不仅不赚钱，还要不断通过分拆的方式去向资本市场要更多的钱，那么它将极有可能在某个时间点被资本市场抛弃。讲故事需要听故事的人配合，故事才能讲得通。听故事的人之所以愿意配合，在于讲故事的人曾经做到过一些什么。如果资本最终意识到，讲故事的人仅仅是利用曾经的成功在讲故事，甚至是在挑战一般意义上的二级市场规律，那就是资本输血即将枯竭的时刻。现在看起来长袖善舞的八爪鱼，没有利润，最终也会落得八爪皆空。","news_type":1},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624117416,"gmtCreate":1677153525935,"gmtModify":1677157518093,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚","listText":"感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚","text":"感觉拼多多消费信誉，最起码电商行业，当没有价格优势后，很难跟京东硬刚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624117416","repostId":"2313855711","repostType":2,"repost":{"id":"2313855711","kind":"news","pubTimestamp":1677148529,"share":"https://www.laohu8.com/m/news/2313855711?lang=&edition=full","pubTime":"2023-02-23 18:35","market":"us","language":"zh","title":"京东硬刚拼多多，“百亿互掐”有两大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2313855711","media":"证券时报网","summary":"电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。但近几年，两种模式开始针锋相对，国内京东对阵拼多多。京东自己又没有内容平台，没有短视频，没有社交平台。所以当前京东消费者引流也存在很大问题。两方面叠加，通过百亿补贴涨流量成为京东的唯一出路。且我认为，未来京东的百亿补贴将不断的出现。","content":"<div>\n<p>电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。一向以自营、品控为主打特色的京东终于放下身段。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。消费者还没有躁动，投资人先心寒，投资人担忧的是新一轮电商内卷可能引发持续的电商价格战。京东是自营电商为主，而拼多多是代理电商为主。自营平台和代理平台谁更能打？理论上双方针对不同客群。自营平台重品质服务轻...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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 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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京东硬刚拼多多，“百亿互掐”有两大原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-23 18:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。一向以自营、品控为主打特色的京东终于放下身段。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。消费者还没有躁动，投资人先心寒，投资人担忧的是新一轮电商内卷可能引发持续的电商价格战。京东是自营电商为主，而拼多多是代理电商为主。自营平台和代理平台谁更能打？理论上双方针对不同客群。自营平台重品质服务轻...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4535":"淡马锡持仓","JD":"京东","BK4501":"段永平概念","BK4588":"碎股","09618":"京东集团-SW","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4526":"热门中概股","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc 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Global Absolute Alpha A Acc SGD","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","PDD":"拼多多","BK4585":"ETF&股票定投概念","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0051755006.USD":"摩根大通中国A (dist)","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK4558":"双十一","BK4509":"腾讯概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023022318454482612a10&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2313855711","content_text":"电商“百亿互掐”大戏将正式开锣，刘强东日前发起价格攻势，宣布3月份京东以百亿补贴硬刚拼多多。一向以自营、品控为主打特色的京东终于放下身段。而迎接京东和拼多多的不是消费者欢庆，而是股价的双双暴跌。消费者还没有躁动，投资人先心寒，投资人担忧的是新一轮电商内卷可能引发持续的电商价格战。京东是自营电商为主，而拼多多是代理电商为主。自营平台和代理平台谁更能打？理论上双方针对不同客群。自营平台重品质服务轻性价比，而代理平台重性价比而轻视品质，强调功能性和实用性。鱼和熊掌不可兼得，双方不同路径发展：自营平台完善供应链，打造物流系统，代理平台做中间商，行资源整合。但近几年，两种模式开始针锋相对，国内京东对阵拼多多。原因很简单，追求性价比的消费者更多。三年疫情，无论是中国消费者，还是全球消费者都开始摒弃消费主义，回归实用主义。这就让自营电商生意越来越难做。简单说，疫情让全球普通人变穷。除了变穷，京东还有个问题是和腾讯脱钩之后，没了流量支持。京东自己又没有内容平台，没有短视频，没有社交平台。所以当前京东消费者引流也存在很大问题。一方面，全球追求性价比的消费理念成为主流，另一方面，京东没有流量入口。两方面叠加，通过百亿补贴涨流量成为京东的唯一出路。且我认为，未来京东的百亿补贴将不断的出现。短期看，补贴说明京东重新回归了流量思维，认清了现实，客观上也为消费者带来实惠。长期看，京东对外部流量依赖的弊病正在显现，要解决问题只能直达病灶，去寻求并购或者自建内容平台。（作者系浙江大学某学院研究中心联席主任、研究员）","news_type":1},"isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665699045,"gmtCreate":1667226122387,"gmtModify":1667226715859,"author":{"id":"3585345166050442","authorId":"3585345166050442","name":"眼睛_6299","avatar":"https://static.tigerbbs.com/b5825b588d78e43bb4fbf048ff35c141","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585345166050442","authorIdStr":"3585345166050442"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>我觉得它应该涨幅超过新东方才对","text":"$阿里巴巴(BABA)$我觉得它应该涨幅超过新东方才对","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665003389","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}