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Fish1818
2021-12-11
$满帮(YMM)$
大涨15.04%周一13见
Fish1818
2021-11-16
路哥这货上市一定跌到裤衩不剩，太会造假了
抱歉，原内容已删除
Fish1818
2021-11-15
$满帮(YMM)$
扶不起的阿斗，看看Boss
Fish1818
2021-11-04
$满帮(YMM)$
有点失望了
Fish1818
2021-10-07
$满帮(YMM)$
我擦，出早了
去老虎APP查看更多动态
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15:00","market":"us","language":"zh","title":"货运数字化是满帮的资本故事，路歌又凭什么借此冲击上市？","url":"https://stock-news.laohu8.com/highlight/detail?id=2183010230","media":"AI财经社","summary":"货运数字化，也是路歌向资本市场讲述的最重要的故事。但是在路歌递交招股书前，满帮同样以货运数字化登陆资本市场，目前其市值达到了176.02亿美元。路歌招股书透露，其2020年线上GTV总额为279亿元。同时，路歌自己也强调，截至2021年6月底，以线上GTV总额计算，中国数字货运市场五大平台的市场份额总计为40.6%，而路歌为中国规模最大的数字货运平台。而路歌则需要承担运输期间货物丢失或损坏的风险。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/14174694716/0\"/><p>文|AI财经社 杨俏</p><p>编辑|董雨晴</p><p>2021年，是快递市场变天的一年，也是物流行业迎来上市潮的一年。</p><p>极兔搅局而来，花费68亿元收购百世在国内的快递业务，快递市场格局也因此再次被改变。而整个物流市场，<a href=\"https://laohu8.com/S/02618\">京东物流</a>、<a href=\"https://laohu8.com/S/YMM\">满帮</a>、安能等都已经成功登陆资本市场，货拉拉、福佑卡车等物流独角兽也在蠢蠢欲动，谋求上市。</p><p>11月12日晚间，另一家数字货运平台路歌的运营主体合肥维天运通信息科技股份有限公司（以下简称\"路歌\"）正式提交招股书，计划在港交所主板上市。</p><p>天眼查显示，路歌目前已完成7轮融资，背后有国投创益、高新集团、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>等。杜兵、冯雷两人合计持股约40.49%。阿里系旗下企业上海云鑫创业投资有限公司持股比例约为14%。</p><p><strong>货运数字化的故事拼不过满帮</strong></p><p>国内公路货运是一个很大的市场，一直以来行业都处于高度分散的状态。供货商和货运司机信息不对称，导致供货商货运成本高、货运司机们的空车率也很高，整个行业因此效率低下。</p><p>在此背景下，数字化的货运平台应运而生，致力于用互联网的方式解决车货匹配的问题。在该新的业务模式中，数字货运平台是实现托运方和货车司机间连接的重要角色。货运前，平台以承运人的身份与托运方签订运输合同，委托实际承运人完成道路货物运输。货物交付完成后，货车司机获得相应地运费，平台则负责向托运人开具有效增值税发票，实现业务流、资金流与票据流的一致性。</p><p>路歌成立于2002年，成立之初则致力于推动货运行业的数字化，随后推出了SaaS产品路歌管车宝、路歌好运宝等移动应用程序，此外，还推出了服务货车司机的“卡友地带”职业社区。</p><p>货运数字化，也是路歌向资本市场讲述的最重要的故事。</p><p>但是在路歌递交招股书前，满帮同样以货运数字化登陆资本市场，目前其市值达到了176.02亿美元。同时根据灼识投资咨询公司（CIC）报告，2020年，满帮已经是中国乃至全球GTV（总交易额）最大的数字货运平台，其GTV达到了1738亿元。</p><p>路歌招股书透露，其2020年线上GTV总额为279亿元。加上2018年和2019年的线上GTV总额累计达到了684亿元。相对应的数字货运业务收入近三年分别为20亿元、35亿元和46亿元。</p><p>也就是说，路歌近三年线上的GTV总额不及满帮2020年GTV的一半。</p><p>满帮也曾表示，2020年，其市场份额占据中国数字货运平台市场64%的份额。同时，路歌自己也强调，截至2021年6月底，以线上GTV总额计算，中国数字货运市场五大平台的市场份额总计为40.6%，而路歌为中国规模最大的数字货运平台。</p><p>满帮上市在前，路歌的货运数字化故事恐将后劲不足。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14174694682/0\"/><p><strong>依赖政府补贴，盈利空间有限</strong></p><p>目前，路歌的主要收入来自于数字货运业务，即货运服务和货运平台服务。</p><p>在货运服务中，路歌主要是为承运方提供货运服务，向托运人收取的合同金额确认为货运服务收入；在货运平台服务当中，由托运人选择，托运人与货车司机协商运费，而平台承担承运人责任，根据托运人收取的合同金额以及支付给货车司机的合同金额之间的差额确认平台服务收入。</p><p>而路歌则需要承担运输期间货物丢失或损坏的风险。</p><p>直白的说，路歌90%以上的营收都是来自于收取的货运服务费和差额，但同样的运营成本也高。近三年，路歌的营收分别为19.93亿、35.61亿元和46.65亿元，<span>净利润</span>分别为-4265万、-330万和2610万元。</p><p>到了2021年上半年，路歌实现了29.24亿元的营收，净利润为3989万元。</p><p>路歌的招股书当中也提到了一项关键的数据则是关于政府补助的。从2018年至2021年上半年，政府扶助在收入项目中的金额分别为5.7亿、6.32亿、8.13亿、5.74亿元。</p><p>路歌自己也承认，其业务的盈利能力一直并预计将继续依赖于当地财政局提供的与数字货运业务有关的政府补助。“如果无法继续获得该补贴，财务表现可能会受到重大不利影响”。</p><p><strong>本文由《财经天下》周刊旗下账号AI财经社原创出品，未经许可，任何渠道、平台请勿转载。违者必究。</strong></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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111131505017a09f16f&s=b><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|AI财经社 杨俏编辑|董雨晴2021年，是快递市场变天的一年，也是物流行业迎来上市潮的一年。极兔搅局而来，花费68亿元收购百世在国内的快递业务，快递市场格局也因此再次被改变。而整个物流市场，京东物流、满帮、安能等都已经成功登陆资本市场，货拉拉、福佑卡车等物流独角兽也在蠢蠢欲动，谋求上市。11月12日晚间，另一家数字货运平台路歌的运营主体合肥维天运通信息科技股份有限公司（以下简称\"路歌\"）正式...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111131505017a09f16f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ba8d3cf09ea2b7adfee4a2057e1fd28a","relate_stocks":{"YMM":"满帮"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111131505017a09f16f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2183010230","content_text":"文|AI财经社 杨俏编辑|董雨晴2021年，是快递市场变天的一年，也是物流行业迎来上市潮的一年。极兔搅局而来，花费68亿元收购百世在国内的快递业务，快递市场格局也因此再次被改变。而整个物流市场，京东物流、满帮、安能等都已经成功登陆资本市场，货拉拉、福佑卡车等物流独角兽也在蠢蠢欲动，谋求上市。11月12日晚间，另一家数字货运平台路歌的运营主体合肥维天运通信息科技股份有限公司（以下简称\"路歌\"）正式提交招股书，计划在港交所主板上市。天眼查显示，路歌目前已完成7轮融资，背后有国投创益、高新集团、蚂蚁集团等。杜兵、冯雷两人合计持股约40.49%。阿里系旗下企业上海云鑫创业投资有限公司持股比例约为14%。货运数字化的故事拼不过满帮国内公路货运是一个很大的市场，一直以来行业都处于高度分散的状态。供货商和货运司机信息不对称，导致供货商货运成本高、货运司机们的空车率也很高，整个行业因此效率低下。在此背景下，数字化的货运平台应运而生，致力于用互联网的方式解决车货匹配的问题。在该新的业务模式中，数字货运平台是实现托运方和货车司机间连接的重要角色。货运前，平台以承运人的身份与托运方签订运输合同，委托实际承运人完成道路货物运输。货物交付完成后，货车司机获得相应地运费，平台则负责向托运人开具有效增值税发票，实现业务流、资金流与票据流的一致性。路歌成立于2002年，成立之初则致力于推动货运行业的数字化，随后推出了SaaS产品路歌管车宝、路歌好运宝等移动应用程序，此外，还推出了服务货车司机的“卡友地带”职业社区。货运数字化，也是路歌向资本市场讲述的最重要的故事。但是在路歌递交招股书前，满帮同样以货运数字化登陆资本市场，目前其市值达到了176.02亿美元。同时根据灼识投资咨询公司（CIC）报告，2020年，满帮已经是中国乃至全球GTV（总交易额）最大的数字货运平台，其GTV达到了1738亿元。路歌招股书透露，其2020年线上GTV总额为279亿元。加上2018年和2019年的线上GTV总额累计达到了684亿元。相对应的数字货运业务收入近三年分别为20亿元、35亿元和46亿元。也就是说，路歌近三年线上的GTV总额不及满帮2020年GTV的一半。满帮也曾表示，2020年，其市场份额占据中国数字货运平台市场64%的份额。同时，路歌自己也强调，截至2021年6月底，以线上GTV总额计算，中国数字货运市场五大平台的市场份额总计为40.6%，而路歌为中国规模最大的数字货运平台。满帮上市在前，路歌的货运数字化故事恐将后劲不足。依赖政府补贴，盈利空间有限目前，路歌的主要收入来自于数字货运业务，即货运服务和货运平台服务。在货运服务中，路歌主要是为承运方提供货运服务，向托运人收取的合同金额确认为货运服务收入；在货运平台服务当中，由托运人选择，托运人与货车司机协商运费，而平台承担承运人责任，根据托运人收取的合同金额以及支付给货车司机的合同金额之间的差额确认平台服务收入。而路歌则需要承担运输期间货物丢失或损坏的风险。直白的说，路歌90%以上的营收都是来自于收取的货运服务费和差额，但同样的运营成本也高。近三年，路歌的营收分别为19.93亿、35.61亿元和46.65亿元，净利润分别为-4265万、-330万和2610万元。到了2021年上半年，路歌实现了29.24亿元的营收，净利润为3989万元。路歌的招股书当中也提到了一项关键的数据则是关于政府补助的。从2018年至2021年上半年，政府扶助在收入项目中的金额分别为5.7亿、6.32亿、8.13亿、5.74亿元。路歌自己也承认，其业务的盈利能力一直并预计将继续依赖于当地财政局提供的与数字货运业务有关的政府补助。“如果无法继续获得该补贴，财务表现可能会受到重大不利影响”。本文由《财经天下》周刊旗下账号AI财经社原创出品，未经许可，任何渠道、平台请勿转载。违者必究。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846079684,"gmtCreate":1636037214668,"gmtModify":1636037475397,"author":{"id":"3587077780147590","authorId":"3587077780147590","name":"Fish1818","avatar":"https://static.tigerbbs.com/62a674de9ac7c7096c8ddac7212a0120","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3587077780147590","authorIdStr":"3587077780147590"},"themes":[],"htmlText":"<a 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