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chinaddl
2023-11-21
$叮咚买菜(DDL)$
下半年只会更多
chinaddl
2022-12-23
楼上的，你也是一叶障目！
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href=http://www.zhitongcaijing.com/content/detail/846541.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，2022年12月12日，中金证券发布证券研究报告，首次覆盖叮咚买菜(DDL.US)，给予“跑赢行业”评级，目标价7.00美元(截至美东时间2022年12月12日，叮咚买菜报收于4.680美元)。报告认为，市场低估了叮咚买菜的盈利前景和执行效率，其良好兑现指引的历史、优势地区的UE模型，以及迅速组织反应的能力等，已能佐证商业模式的可持续性与公司的执行效率。报告指出，叮咚买菜目前已...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/846541.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DDL":"叮咚买菜"},"source_url":"http://www.zhitongcaijing.com/content/detail/846541.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291476012","content_text":"智通财经APP获悉，2022年12月12日，中金证券发布证券研究报告，首次覆盖叮咚买菜(DDL.US)，给予“跑赢行业”评级，目标价7.00美元(截至美东时间2022年12月12日，叮咚买菜报收于4.680美元)。报告认为，市场低估了叮咚买菜的盈利前景和执行效率，其良好兑现指引的历史、优势地区的UE模型，以及迅速组织反应的能力等，已能佐证商业模式的可持续性与公司的执行效率。报告指出，叮咚买菜目前已是生鲜电商领域用户规模最大的公司，核心用户粘性强，并稳扎长三角消费力强劲地带，而基于规模优势之下，公司能灵活根据大势做出果断应对，强执行力有望提早兑现盈利指引。具体而言，中金认为叮咚买菜现阶段的主要优势在于：1、不断深耕生鲜品类发挥规模效应，一方面使得效率不断优化，另一方面又可凭借规模优势深入上游，通过源头直采、自有加工产品、自有品牌等不断构筑商品力优势，优化用户体验，形成双飞轮效应;2、牢牢占据长三角区域这一消费力强劲、人民对生活品质要求较高的地带，形成品牌效应和进入壁垒，积淀下的商品力亦为将来的扩张奠定基础。除此之外，叮咚买菜不断打造的自有品牌和自由生产力也在创造差异化价值。这些优势都为其带来了增长和发展的良性循环。中金还预计，叮咚买菜2022、2023、2024年收入分别为237亿、250亿、286亿元，2023年有望实现1.3亿元利润，2024年利润率有望进一步提升至2.6%，即7.4亿元利润，且公司现金流可支撑其实现盈利。据了解，叮咚买菜近期被多家机构看好。前段时间，叮咚买菜就被正式纳入MSCI中国小型股指数，证明其业务前景得到了国际资本市场的认可。","news_type":1},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
