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2021-07-01
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叮咚买菜第二日股价逆袭,一小时内两次“涨停”
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23:48","market":"us","language":"zh","title":"叮咚买菜第二日股价逆袭,一小时内两次“涨停”","url":"https://stock-news.laohu8.com/highlight/detail?id=1167790451","media":"华尔街见闻","summary":"在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日成功“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。\n在经历过首日下跌","content":"<p>在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日成功“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。</p>\n<p>在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日股价“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。</p>\n<p><img src=\"https://static.tigerbbs.com/4d395b40aeae9c006773bb956ee55ed6\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>事实上,在昨天的交易当中,叮咚买菜虽然高开逾19%,盘中更大涨28%,但日内低位22.70美元也位于破发区间,收盘时的股价仅比发行价23.50美元高了2美分。</p>\n<p>根据华尔街见闻的文章,叮咚买菜23.50美元的IPO发行价位于此前的指导区间(23.50~25.50美元)底端,而这也使此次IPO的筹资额仅为8690万美元,使得其筹资目标缩减超70%。在此之前,该公司一度想要筹资3.57亿美元,并计划发行1400万股ADS。</p>\n<p>上市前夕宣布猛砍70%筹资目标后,叮咚买菜创始人兼CEO梁昌霖曾对媒体表示,公司从二级市场拿钱不是那么迫切,D和D+轮融了10.3亿美元,现金流充裕,“上市目的并不是圈钱”。</p>\n<p>在业内人士看来,叮咚买菜此次缩减募资规模有很大可能与每日优鲜上市后股价下跌,市场反应不佳有关。三周前的6月9日,每日优鲜与叮咚买菜几乎同时向美国证券交易委员会SEC提交上市申请文件。但抢跑一步在纳斯达克上市的每日优鲜IPO首日盘中一度跌逾36%,当日收跌25.69%,上市第二日(6月28日)报收8.84美元,较发行价13美元深跌32%。</p>\n<p>每日优鲜在本次IPO中总计发行2100万股(绿鞋行使后为2415万股)ADS,发行价为每ADS 13美元,位于定价区间13-16美元的下限。按发行价计算的募资额约3亿美元,IPO市值32亿美元。中金、腾讯、美国长线基金Davis等老股东均表示意向认购,合计9000万美元。</p>\n<p>财务数据方面,根据叮咚买菜招股书披露的财务数据,2019年和2020年的营收分别为38.801亿元和113.358亿元,净亏损分别为18.734亿元和31.769亿元。今年一季度净亏损13.847亿元,较上年同期的亏损额2.445亿元猛增逾5倍。</p>\n<p>不过,叮咚买菜的GMV(商品交易总额)从2018年的7.417亿元暴增至2020年的130.3亿元,年复合增长319.2%,2020年公司营业收入113.36亿元,是2019年的近3倍。同时,叮咚买菜的净亏损率也在持续收窄,从2019年的48.3%降至2020年的28.0%。</p>\n<p>业务模式方面,华尔街见闻另一篇文章提到,叮咚买菜坚持做自营生鲜电商,要打造中国一站式的生鲜日用品供应商;每日优鲜除了ToC端的生鲜电商业务,还开拓了B端业务智慧菜场、零售云业务。基于不同的发展路径,过去几年,叮咚买菜在GMV、营收、增速等纬度上,数据均大幅超越每日优鲜。但因为履约成本高,两家依然未能盈利,最近几年都是持续亏损。</p>\n<p>东吴证券首席分析师吴劲草认为,前置仓模式厂商的亏损或仍将持续一段时间,同处这一赛道的两家业内佼佼者——每日优鲜和叮咚买菜在去年疫情期间曾一度收窄亏损,但随着疫苗普及和疫情受控,居民生活回归正常后,两家公司亏损又有所扩大。毕竟生鲜电商距离做到盈亏平衡仍是存在不小的差距,若无法从根本上改善经营亏损,未来或需不断寻求融资。</p>\n<p>而在未来盈利方面,全天候科技此前曾撰文指出,叮咚买菜究竟何时才能盈利?创始人梁昌霖曾公布过一个模型:经营一年以上、日均单量1000左右、客单价达到65元的前置仓,才能实现盈利。而从目前平台公布的数据看,距离此盈利线仍有一段距离。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>叮咚买菜第二日股价逆袭,一小时内两次“涨停” </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{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n叮咚买菜第二日股价逆袭,一小时内两次“涨停” \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-30 23:48 北京时间 <a href=https://wallstreetcn.com/articles/3634275><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日成功“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。\n在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日股价“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。\n\n事实上,在昨天的交易当中,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634275\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bdbf77f2a44d0a051afa32e60a46fbf","relate_stocks":{"DDL":"叮咚买菜"},"source_url":"https://wallstreetcn.com/articles/3634275","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1167790451","content_text":"在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日成功“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。\n在经历过首日下跌且一度破发之后,叮咚买菜美股挂牌第二日股价“逆袭”,开盘后市值一度超过100亿美元,更因上涨过快而在一小时内两次触发临时停牌,不过在暴涨近95%之后便出现了上下震荡。\n\n事实上,在昨天的交易当中,叮咚买菜虽然高开逾19%,盘中更大涨28%,但日内低位22.70美元也位于破发区间,收盘时的股价仅比发行价23.50美元高了2美分。\n根据华尔街见闻的文章,叮咚买菜23.50美元的IPO发行价位于此前的指导区间(23.50~25.50美元)底端,而这也使此次IPO的筹资额仅为8690万美元,使得其筹资目标缩减超70%。在此之前,该公司一度想要筹资3.57亿美元,并计划发行1400万股ADS。\n上市前夕宣布猛砍70%筹资目标后,叮咚买菜创始人兼CEO梁昌霖曾对媒体表示,公司从二级市场拿钱不是那么迫切,D和D+轮融了10.3亿美元,现金流充裕,“上市目的并不是圈钱”。\n在业内人士看来,叮咚买菜此次缩减募资规模有很大可能与每日优鲜上市后股价下跌,市场反应不佳有关。三周前的6月9日,每日优鲜与叮咚买菜几乎同时向美国证券交易委员会SEC提交上市申请文件。但抢跑一步在纳斯达克上市的每日优鲜IPO首日盘中一度跌逾36%,当日收跌25.69%,上市第二日(6月28日)报收8.84美元,较发行价13美元深跌32%。\n每日优鲜在本次IPO中总计发行2100万股(绿鞋行使后为2415万股)ADS,发行价为每ADS 13美元,位于定价区间13-16美元的下限。按发行价计算的募资额约3亿美元,IPO市值32亿美元。中金、腾讯、美国长线基金Davis等老股东均表示意向认购,合计9000万美元。\n财务数据方面,根据叮咚买菜招股书披露的财务数据,2019年和2020年的营收分别为38.801亿元和113.358亿元,净亏损分别为18.734亿元和31.769亿元。今年一季度净亏损13.847亿元,较上年同期的亏损额2.445亿元猛增逾5倍。\n不过,叮咚买菜的GMV(商品交易总额)从2018年的7.417亿元暴增至2020年的130.3亿元,年复合增长319.2%,2020年公司营业收入113.36亿元,是2019年的近3倍。同时,叮咚买菜的净亏损率也在持续收窄,从2019年的48.3%降至2020年的28.0%。\n业务模式方面,华尔街见闻另一篇文章提到,叮咚买菜坚持做自营生鲜电商,要打造中国一站式的生鲜日用品供应商;每日优鲜除了ToC端的生鲜电商业务,还开拓了B端业务智慧菜场、零售云业务。基于不同的发展路径,过去几年,叮咚买菜在GMV、营收、增速等纬度上,数据均大幅超越每日优鲜。但因为履约成本高,两家依然未能盈利,最近几年都是持续亏损。\n东吴证券首席分析师吴劲草认为,前置仓模式厂商的亏损或仍将持续一段时间,同处这一赛道的两家业内佼佼者——每日优鲜和叮咚买菜在去年疫情期间曾一度收窄亏损,但随着疫苗普及和疫情受控,居民生活回归正常后,两家公司亏损又有所扩大。毕竟生鲜电商距离做到盈亏平衡仍是存在不小的差距,若无法从根本上改善经营亏损,未来或需不断寻求融资。\n而在未来盈利方面,全天候科技此前曾撰文指出,叮咚买菜究竟何时才能盈利?创始人梁昌霖曾公布过一个模型:经营一年以上、日均单量1000左右、客单价达到65元的前置仓,才能实现盈利。而从目前平台公布的数据看,距离此盈利线仍有一段距离。","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":151813701,"gmtCreate":1625070929203,"gmtModify":1633945125801,"author":{"id":"4087215787192970","authorId":"4087215787192970","name":"俊扬","avatar":"https://static.tigerbbs.com/7f06d00be5d4692f61e95cef30364e73","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哇","listText":"哇","text":"哇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151813701","repostId":"1167790451","repostType":4,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}