股价决定一切，京东没_老虎社区_美港股上老虎

2024-11-03

股价决定一切，京东没有未来，没有创新，只能抢别人剩下的

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":366961152373056,"tweetId":"366961152373056","gmtCreate":1730631817732,"gmtModify":1730639789924,"author":{"id":3485858480723982,"idStr":"3485858480723982","authorId":3485858480723982,"authorIdStr":"3485858480723982","name":"小金_4119","avatar":"https://static.tigerbbs.com/a32ac2b0a9bb6c8c69106d1426af4422","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>股价决定一切，京东没有未来，没有创新，只能抢别人剩下的</p></body></html>","htmlText":"<html><head></head><body><p>股价决定一切，京东没有未来，没有创新，只能抢别人剩下的</p></body></html>","text":"股价决定一切，京东没有未来，没有创新，只能抢别人剩下的","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/366961152373056","repostId":2480355141,"repostType":2,"repost":{"id":"2480355141","kind":"news","pubTimestamp":1730621304,"share":"https://www.laohu8.com/m/news/2480355141?lang=&edition=full","pubTime":"2024-11-03 16:08","market":"us","language":"zh","title":"京东七鲜降价 美团小象跟随 即时零售硝烟再起","url":"https://stock-news.laohu8.com/highlight/detail?id=2480355141","media":"财中社","summary":"今年“11.11”京东频频出击，继京东电商打破传统预售模式，现货直接发售后，京东旗下京东七鲜超市也发起“击穿价、真便宜不怕比”活动，多款商品价格打到五折甚至九毛九。需要指出的是，2024年11月1日，京东七鲜与前置仓彻底完成融合，用户在京东App自营买菜入口购买商品时，履约与配送服务已是由京东七鲜提供，不再由京东前置仓业务进行服务。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.JD&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p> <p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.03690&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　今年“11.11”<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>频频出击，继<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>电商打破传统预售模式，现货直接发售后，<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>旗下京东七鲜超市也发起“击穿价、真便宜不怕比”活动，多款商品价格打到五折甚至<span><a href=\"https://laohu8.com/S/09922\">九毛九</a></span>。</p><p>　　需要指出的是，2024年11月1日，京东七鲜与前置仓彻底完成融合，用户在京东App自营买菜入口购买商品时，履约与配送服务已是由京东七鲜提供，不再由京东前置仓业务进行服务。</p><p>　　京东七鲜超市上述活动被市场解读针对盒马、美团小象等竞争对手的价格战，但在此之前，京东七鲜曾明确对外表示，低价是京东七鲜的长期策略，没有刻意针对谁打价格战。</p><p>　　有意思的是，攻守双方颇为默契，对于京东七鲜超市的促销活动，美团小象超市也未进行正式回复。但据不完全统计，美团小象超市部分商品价格已经进行了下调，该动作或是对京东七鲜价格攻势的回击。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24857970825573445379_w750h351.jpg\" width=\"580\"/></center><p>　　其实，无论是京东七鲜发起促销活动，还是美团小象下调商品价格，对于消费者来说都是好事，哪里能买到又便宜又好的商品更为重要。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25344845090352594801_w834h782.jpg\" width=\"580\"/></center><p>　　透过现象看本质，为何京东七鲜超市、美团小象均持续加码即时零售市场？其核心原因在国内即时配送市场2023年规模已经达到3410亿元，这无疑是一块无法忽视的大蛋糕。</p><p>　　在即时零售市场，京东七鲜超市、美团小象各有其优势。前者的优势在于其深耕线下门的同时，背靠手握庞大的供应链资源的京东集团，集团内部零售、物流等板块可以产生很好协同效用。而美团的核心优势在于拥有745万骑手以及不俗的活跃用户数量。</p><p>　　需要关注的是，京东七鲜超市此举可能会对美团创新业务产生冲击。据财报数据，2024年第二季度，美团新业务收入为215.69亿元，同比增长28.66%，经营利润为-13.14亿元，亏损金额同比、环比均明显收窄。</p><p>　　对于新业务分部业绩好转的原因，美团在财报中给出了如下解释，“美团优选运营效率提升，从而提升了件均价与商品加价率”以及“小象超市在商品、运营和履约方面取得显著进展，效率不断提升”。</p><p>　　因此，美团小象选择跟随京东七鲜降价促销，必定会对其业绩产生负面影响。</p><p>　　相比之下，低价策略对京东七鲜业绩的影响较弱，其原因在于京东集团的供应链优势，其通过源头直采、厂家直供等举措提升供应链效率，将从供应链各环节中“挤”出来的利润，以低价的形式让渡给了消费者。</p><p>　　即时零售硝烟再起，京东七鲜超市、美团小象究竟谁能胜出，我们拭目以待。</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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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href=http://finance.eastmoney.com/a/202411033227263157.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年“11.11”京东频频出击，继京东电商打破传统预售模式，现货直接发售后，京东旗下京东七鲜超市也发起“击穿价、真便宜不怕比”活动，多款商品价格打到五折甚至九毛九。　　需要指出的是，2024年11月1日，京东七鲜与前置仓彻底完成融合，用户在京东App自营买菜入口购买商品时，履约与配送服务已是由京东七鲜提供，不再由京东前置仓业务进行服务。　　京东七鲜超市上述活动被市场解读针对盒马、美团小象等竞争对手...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202411033227263157.html\">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","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0259732245.USD":"EASTSPRING INVESTMENTS DRAGON PEACOCK A","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK4579":"人工智能","LU0084288322.USD":"Natixis Asia Equity RD USD","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","09618":"京东集团-SW","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) 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　　透过现象看本质，为何京东七鲜超市、美团小象均持续加码即时零售市场？其核心原因在国内即时配送市场2023年规模已经达到3410亿元，这无疑是一块无法忽视的大蛋糕。　　在即时零售市场，京东七鲜超市、美团小象各有其优势。前者的优势在于其深耕线下门的同时，背靠手握庞大的供应链资源的京东集团，集团内部零售、物流等板块可以产生很好协同效用。而美团的核心优势在于拥有745万骑手以及不俗的活跃用户数量。　　需要关注的是，京东七鲜超市此举可能会对美团创新业务产生冲击。据财报数据，2024年第二季度，美团新业务收入为215.69亿元，同比增长28.66%，经营利润为-13.14亿元，亏损金额同比、环比均明显收窄。　　对于新业务分部业绩好转的原因，美团在财报中给出了如下解释，“美团优选运营效率提升，从而提升了件均价与商品加价率”以及“小象超市在商品、运营和履约方面取得显著进展，效率不断提升”。　　因此，美团小象选择跟随京东七鲜降价促销，必定会对其业绩产生负面影响。　　相比之下，低价策略对京东七鲜业绩的影响较弱，其原因在于京东集团的供应链优势，其通过源头直采、厂家直供等举措提升供应链效率，将从供应链各环节中“挤”出来的利润，以低价的形式让渡给了消费者。　　即时零售硝烟再起，京东七鲜超市、美团小象究竟谁能胜出，我们拭目以待。（文章来源：财中社）","news_type":1,"symbols_score_info":{"89618":0.6,"03690":1,"09618":1,"JD":1,"MPNGY":0.7}},"isVote":1,"tweetType":1,"viewCount":1171,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":51,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/366961152373056"}