Demonbuster的个人主页 - 老虎社区

Demonbuster

Demonbuster

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2021-09-03

Nice

抱歉，原内容已删除

2021-07-27

Nice

抱歉，原内容已删除

2021-07-24

Nice

抱歉，原内容已删除

2021-07-31

Nice

抱歉，原内容已删除

2021-07-21

Nice

抱歉，原内容已删除

2021-07-24

Nice

抱歉，原内容已删除

2021-07-21

Nice

抱歉，原内容已删除

2021-12-19

Alibaba ftw!

2021-07-25

Nice

抱歉，原内容已删除

2021-07-18

Nice

抱歉，原内容已删除

2021-07-25

Nice

抱歉，原内容已删除

2021-07-16

Nice!

抱歉，原内容已删除

2021-11-01

Lets win!

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-19

Alibaba to the moon 🌜🌜🌜

2021-07-18

//@Demonbuster: Nice

抱歉，原内容已删除

2021-07-20

Nice!

@真是港股圈:顺丰同城和达达能否冲出美团的围城？

去老虎APP查看更多动态

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Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":850257586,"gmtCreate":1634604479308,"gmtModify":1634604479430,"author":{"id":"3569724741273382","authorId":"3569724741273382","name":"Demonbuster","avatar":"https://static.tigerbbs.com/19d51ae3a189e0cda04c3b1e795b39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569724741273382","authorIdStr":"3569724741273382"},"themes":[],"htmlText":"Alibaba to the moon 🌜🌜🌜","listText":"Alibaba to the moon 🌜🌜🌜","text":"Alibaba to the moon 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Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173922620","repostId":"2152368129","repostType":4,"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":171682501,"gmtCreate":1626742169503,"gmtModify":1633771537270,"author":{"id":"3569724741273382","authorId":"3569724741273382","name":"Demonbuster","avatar":"https://static.tigerbbs.com/19d51ae3a189e0cda04c3b1e795b39f6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569724741273382","authorIdStr":"3569724741273382"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171682501","repostId":"171327675","repostType":1,"repost":{"id":171327675,"gmtCreate":1626692160000,"gmtModify":1744797689714,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"真是港股圈","avatar":"https://static.tigerbbs.com/ecdf784ac4b6eb627d1f2c8c45171e32","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"顺丰同城和达达能否冲出美团的围城？","htmlText":"本文转载自公众号：爱思考的柚子； 作者：彭程柚子投资合伙人 近日顺丰同城提交在香港上市，终于同城快递的四家：美团外卖、饿了么、达达、顺丰同城都上市有了公开的财务数据。 同城快递指的是外卖+新零售+闪送这类同城内的快递服务，属于双寡头格局，其实没啥新鲜事情。但有意思的是两个挑战者，一个背靠京东和沃尔玛的达达，一个是百度外卖CTO加入顺丰搞的顺丰同城。两者是否能如同极兔在快递行业那样杀出重围呢？ 注：以上数据来自公开材料 更小的市场，更难的市场 同城快递四家合计单量2020年为168亿，即一天4612万单。只是全网快递单量833亿的1/5！而且龙头增速已经降到20%+，与快递类似。 如果全网快递是Hard模式，那同城快递则是Hell模式。按件量统计，两个市场的格局分别是： ● 同城快递-双寡头：6：4：0.5：0.5。美团、饿了么、达达和顺丰同城。 ●&nbsp;全网快递：多头竞争：2：1.7：1.5：1......。中通、韵达、圆通、申通、百世、顺丰、极兔。 Hell模式的同城快递，寡头的竞争优势更加明显。2020年，快递龙头中通的净利润为43亿，美团外卖的营业利润为28亿。两者利润差距为1倍，但市场规模差了5倍。老二的差距更明显，韵达利润为14亿，饿了么估计还在亏损。很明显美团外卖的竞争能力比中通强很多！ 从单价看老大的定价权更明显，美团外卖的单价达到6.53元，比饿了么贵了1.7元，36%！中通的价格比圆通韵达高1~2毛而已。 不同的突围思路 美团外卖和饿了么的收入增速基本都是20%+，而达达和顺丰的增速则高达85%和130%！是龙头的4~6倍！但两者的突围思路截然不同，导致所烧掉的资金体量也完全不同。 注：以上数据来自公开材料 ●&nbsp;顺丰同城：走高端外卖市场，单价与美团持平，要比达达高近22%，比饿了么高33%！这个幅度看着很眼熟，其实就是顺丰电商件和通达价格差","listText":"本文转载自公众号：爱思考的柚子； 作者：彭程柚子投资合伙人 近日顺丰同城提交在香港上市，终于同城快递的四家：美团外卖、饿了么、达达、顺丰同城都上市有了公开的财务数据。 同城快递指的是外卖+新零售+闪送这类同城内的快递服务，属于双寡头格局，其实没啥新鲜事情。但有意思的是两个挑战者，一个背靠京东和沃尔玛的达达，一个是百度外卖CTO加入顺丰搞的顺丰同城。两者是否能如同极兔在快递行业那样杀出重围呢？ 注：以上数据来自公开材料 更小的市场，更难的市场 同城快递四家合计单量2020年为168亿，即一天4612万单。只是全网快递单量833亿的1/5！而且龙头增速已经降到20%+，与快递类似。 如果全网快递是Hard模式，那同城快递则是Hell模式。按件量统计，两个市场的格局分别是： ● 同城快递-双寡头：6：4：0.5：0.5。美团、饿了么、达达和顺丰同城。 ●&nbsp;全网快递：多头竞争：2：1.7：1.5：1......。中通、韵达、圆通、申通、百世、顺丰、极兔。 Hell模式的同城快递，寡头的竞争优势更加明显。2020年，快递龙头中通的净利润为43亿，美团外卖的营业利润为28亿。两者利润差距为1倍，但市场规模差了5倍。老二的差距更明显，韵达利润为14亿，饿了么估计还在亏损。很明显美团外卖的竞争能力比中通强很多！ 从单价看老大的定价权更明显，美团外卖的单价达到6.53元，比饿了么贵了1.7元，36%！中通的价格比圆通韵达高1~2毛而已。 不同的突围思路 美团外卖和饿了么的收入增速基本都是20%+，而达达和顺丰的增速则高达85%和130%！是龙头的4~6倍！但两者的突围思路截然不同，导致所烧掉的资金体量也完全不同。 注：以上数据来自公开材料 ●&nbsp;顺丰同城：走高端外卖市场，单价与美团持平，要比达达高近22%，比饿了么高33%！这个幅度看着很眼熟，其实就是顺丰电商件和通达价格差","text":"本文转载自公众号：爱思考的柚子； 作者：彭程柚子投资合伙人 近日顺丰同城提交在香港上市，终于同城快递的四家：美团外卖、饿了么、达达、顺丰同城都上市有了公开的财务数据。 同城快递指的是外卖+新零售+闪送这类同城内的快递服务，属于双寡头格局，其实没啥新鲜事情。但有意思的是两个挑战者，一个背靠京东和沃尔玛的达达，一个是百度外卖CTO加入顺丰搞的顺丰同城。两者是否能如同极兔在快递行业那样杀出重围呢？ 注：以上数据来自公开材料 更小的市场，更难的市场 同城快递四家合计单量2020年为168亿，即一天4612万单。只是全网快递单量833亿的1/5！而且龙头增速已经降到20%+，与快递类似。 如果全网快递是Hard模式，那同城快递则是Hell模式。按件量统计，两个市场的格局分别是： ● 同城快递-双寡头：6：4：0.5：0.5。美团、饿了么、达达和顺丰同城。 ● 全网快递：多头竞争：2：1.7：1.5：1......。中通、韵达、圆通、申通、百世、顺丰、极兔。 Hell模式的同城快递，寡头的竞争优势更加明显。2020年，快递龙头中通的净利润为43亿，美团外卖的营业利润为28亿。两者利润差距为1倍，但市场规模差了5倍。老二的差距更明显，韵达利润为14亿，饿了么估计还在亏损。很明显美团外卖的竞争能力比中通强很多！ 从单价看老大的定价权更明显，美团外卖的单价达到6.53元，比饿了么贵了1.7元，36%！中通的价格比圆通韵达高1~2毛而已。 不同的突围思路 美团外卖和饿了么的收入增速基本都是20%+，而达达和顺丰的增速则高达85%和130%！是龙头的4~6倍！但两者的突围思路截然不同，导致所烧掉的资金体量也完全不同。 注：以上数据来自公开材料 ● 顺丰同城：走高端外卖市场，单价与美团持平，要比达达高近22%，比饿了么高33%！这个幅度看着很眼熟，其实就是顺丰电商件和通达价格差","images":[{"img":"https://static.tigerbbs.com/f9a54a3bada6418bab3c2def2ceb961d","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2bf687fcbfc0490f80d78b7874cbe3df","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/eb6fac2ed77546ab89b5da0f6eca8438","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171327675","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}