民和照相的个人主页 - 老虎社区

民和照相

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2021-06-29

$每日优鲜(MF)$徐正！你的良心何在？！！！难道你只是为了坑股民的钱才上市这只垃圾股的吗？！不够资格就不要上市！挨骂的滋味好受吗？

2021-07-01

$每日优鲜(MF)$真恶心！

2021-06-19

$小鹏汽车(XPEV)$拿了两个月终于出手了[捂脸]

2021-06-26

骗子！

“生鲜第一股”每日优鲜破发开盘，盘初跌超18%

2021-05-04

$小鹏汽车(XPEV)$悲催[流泪] [流泪] [流泪]

2021-04-26

$小鹏汽车(XPEV)$小鹏你可长点心吧！

2021-05-09

$特斯拉(TSLA)$又是特斯拉

2021-05-06

$小鹏汽车(XPEV)$每天都往下跌，不觉得脸红吗[愤怒] [愤怒] [愤怒]

2021-04-30

$小鹏汽车(XPEV)$悲催的小鹏[流泪]

2021-04-23

$小鹏汽车(XPEV)$加油

去老虎APP查看更多动态

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01:11","market":"us","language":"zh","title":"“生鲜第一股”每日优鲜破发开盘，盘初跌超18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179112703","media":"老虎资讯综合","summary":"截止2021年3月31日的三个月，每日优鲜净营收为15.302亿元。","content":"<p>6月25日，“生鲜电商第一股”<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。</p>\n<p>每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。</p>\n<p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>布局10万亿的社区零售市场，主要模式为（A+B）x N</b></p>\n<p>每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在<a href=\"https://laohu8.com/S/00992\">联想集团</a>供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。</p>\n<p>6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（<b>A：前置仓即时零售，B：智慧菜场，N：零售云</b>），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。</p>\n<p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。</p>\n<p>招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。</p>\n<p>每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。</p>\n<p>另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。</p>\n<p><b>社区零售数字化已经来到大爆发的前夜</b></p>\n<p>在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。</p>\n<p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。</p>\n<p>徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”</p>\n<p>他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。</p>\n<p>社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。</p>\n<p>正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。</p>","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>“生鲜第一股”每日优鲜破发开盘，盘初跌超18%</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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“生鲜第一股”每日优鲜破发开盘，盘初跌超18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-26 01:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，“生鲜电商第一股”<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。</p>\n<p>每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。</p>\n<p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>布局10万亿的社区零售市场，主要模式为（A+B）x N</b></p>\n<p>每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在<a href=\"https://laohu8.com/S/00992\">联想集团</a>供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。</p>\n<p>6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（<b>A：前置仓即时零售，B：智慧菜场，N：零售云</b>），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。</p>\n<p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。</p>\n<p>招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。</p>\n<p>每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。</p>\n<p>另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。</p>\n<p><b>社区零售数字化已经来到大爆发的前夜</b></p>\n<p>在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。</p>\n<p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。</p>\n<p>徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”</p>\n<p>他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。</p>\n<p>社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。</p>\n<p>正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179112703","content_text":"6月25日，“生鲜电商第一股”每日优鲜正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。\n\n每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。\n每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。\n\n布局10万亿的社区零售市场，主要模式为（A+B）x N\n每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在联想集团供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。\n6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。\n\n每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。\n招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。\n每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。\n另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。\n社区零售数字化已经来到大爆发的前夜\n在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。\n\n此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。\n徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”\n他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。\n社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。\n正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。","news_type":1,"symbols_score_info":{"MF":0.9}},"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162319127,"gmtCreate":1624034141969,"gmtModify":1624034141969,"author":{"id":"3578634559826054","authorId":"3578634559826054","name":"民和照相","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578634559826054","idStr":"3578634559826054"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>拿了两个月终于出手了[捂脸]&nbsp;","listText":"<a 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>终于上来了，加油小鹏！","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>终于上来了，加油小鹏！","text":"$小鹏汽车(XPEV)$终于上来了，加油小鹏！","images":[{"img":"https://static.tigerbbs.com/273af440caa2734f2e8b5d641cb6df3d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189923036","isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":195178137,"gmtCreate":1621265954829,"gmtModify":1621265954829,"author":{"id":"3578634559826054","authorId":"3578634559826054","name":"民和照相","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578634559826054","idStr":"3578634559826054"},"themes":[],"title":"","htmlText":"https://iflow.uc.cn/webview/news?app=uc-iflow&amp;aid=1952149898148808635&amp;cid=100&amp;zzd_from=ucpush&amp;uc_param_str=dndsfrvesvntnwpfgicp&amp;recoid=&amp;rd_type=share&amp;sp_gz=0&amp;pagetype=share&amp;btifl=100&amp;uc_share_depth=1","listText":"https://iflow.uc.cn/webview/news?app=uc-iflow&amp;aid=1952149898148808635&amp;cid=100&amp;zzd_from=ucpush&amp;uc_param_str=dndsfrvesvntnwpfgicp&amp;recoid=&amp;rd_type=share&amp;sp_gz=0&amp;pagetype=share&amp;btifl=100&amp;uc_share_depth=1","text":"https://iflow.uc.cn/webview/news?app=uc-iflow&aid=1952149898148808635&cid=100&zzd_from=ucpush&uc_param_str=dndsfrvesvntnwpfgicp&recoid=&rd_type=share&sp_gz=0&pagetype=share&btifl=100&uc_share_depth=1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195178137","isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":199453175,"gmtCreate":1620729057397,"gmtModify":1620729057397,"author":{"id":"3578634559826054","authorId":"3578634559826054","name":"民和照相","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578634559826054","idStr":"3578634559826054"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199453175","repostId":"1180455957","repostType":2,"repost":{"id":"1180455957","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620723906,"share":"https://www.laohu8.com/m/news/1180455957?lang=zh_CN&edition=full","pubTime":"2021-05-11 17:05","market":"us","language":"zh","title":"前瞻：小鹏Q1财报来袭，股价有望反转颓势吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1180455957","media":"老虎资讯综合","summary":"小鹏汽车将于5月13日（周四）美股盘前发布2021年第一季度财报。经历去年的高歌猛进后，今年以来新能源汽车股表现不佳，年初至今小鹏跌超40%，股价徘徊在25美元左右。随着一季报的到来，小鹏股价有望反转","content":"<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>将于5月13日（周四）美股盘前发布2021年第一季度财报。经历去年的高歌猛进后，今年以来新能源汽车股表现不佳，年初至今小鹏跌超40%，股价徘徊在25美元左右。随着一季报的到来，小鹏股价有望反转颓势吗？</p><p><img src=\"https://static.tigerbbs.com/0dc69978b9912a68cb63d238d1f3aca5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>上季度回顾</b></p><p>小鹏汽车2020年第四季度营收超预期，全年毛利首次转正。财报显示，小鹏汽车第四季度总营收为28.514亿元，同比增长345.5%；净亏损为7.874亿元，相比之下上年同期的净亏损为9.971亿元。第四季度小鹏总交付量达12964辆，同比猛增302.9%。</p><p><img src=\"https://static.tigerbbs.com/8c6ea768701436072bd313f8a71e0ecb\" tg-width=\"1166\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p><p><b>小鹏汽车Q1有何看点</b></p><p>首先是交付数据亮眼。造车新势力一季度销数普遍抢眼，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>小鹏理想交付量均涨超300%，小鹏表现尤其突出，交付量反超<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，但仍落后于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和蔚来。根据小鹏汽车公布的数据，第一季度的交付量达到创纪录的13340辆，同比增长487％，但环比增长仅3%。</p><p><img src=\"https://static.tigerbbs.com/9e00c447705500c568666767a6a30049\" tg-width=\"1150\" tg-height=\"533\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/92dc33687c217e8bae347db4aefa21f7\" tg-width=\"744\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>其次，毛利率可能有所增长。彭博分析师预计小鹏一季度毛利率将从上季度的6.8%小幅上升至8%左右。工厂利用率基本持平，车辆交付量上升3%，这与中国春节假期导致的汽车销售季节性放缓一致。然而，小鹏最新推出的XPILOT 3.0自动驾驶系统在2月底的采用率上升到20%，由于其盈利能力比汽车制造业更高，这可能有助于利润率的扩大。</p><p><img src=\"https://static.tigerbbs.com/6551a8df9ca9ed294f5a9a2bba9b9a05\" tg-width=\"722\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>小鹏Q1营业亏损可能继续徘徊在10亿元左右，不断扩大的销售网络和技术投资导致费用的上升。随着小鹏努力加快车型的推出，小鹏计划今年将其研发员工人数翻一番，到2021年底，小鹏在华门店将增加近一倍，达到300家。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，小鹏汽车2021年第一季度营收为28.73亿元，调整后净亏损为8.63亿元，调整后EPS为亏损1.14元。彭博调查的16位分析师中13位给小鹏买入评级，2位给出持有评级，1位给出卖出评级。</p><p><img src=\"https://static.tigerbbs.com/6d45709916335520881db133220bbed3\" tg-width=\"735\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><table><tbody></tbody></table>","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>前瞻：小鹏Q1财报来袭，股价有望反转颓势吗？</title>\n<style 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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前瞻：小鹏Q1财报来袭，股价有望反转颓势吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-11 17:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>将于5月13日（周四）美股盘前发布2021年第一季度财报。经历去年的高歌猛进后，今年以来新能源汽车股表现不佳，年初至今小鹏跌超40%，股价徘徊在25美元左右。随着一季报的到来，小鹏股价有望反转颓势吗？</p><p><img src=\"https://static.tigerbbs.com/0dc69978b9912a68cb63d238d1f3aca5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><b>上季度回顾</b></p><p>小鹏汽车2020年第四季度营收超预期，全年毛利首次转正。财报显示，小鹏汽车第四季度总营收为28.514亿元，同比增长345.5%；净亏损为7.874亿元，相比之下上年同期的净亏损为9.971亿元。第四季度小鹏总交付量达12964辆，同比猛增302.9%。</p><p><img src=\"https://static.tigerbbs.com/8c6ea768701436072bd313f8a71e0ecb\" tg-width=\"1166\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p><p><b>小鹏汽车Q1有何看点</b></p><p>首先是交付数据亮眼。造车新势力一季度销数普遍抢眼，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>小鹏理想交付量均涨超300%，小鹏表现尤其突出，交付量反超<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，但仍落后于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和蔚来。根据小鹏汽车公布的数据，第一季度的交付量达到创纪录的13340辆，同比增长487％，但环比增长仅3%。</p><p><img src=\"https://static.tigerbbs.com/9e00c447705500c568666767a6a30049\" tg-width=\"1150\" tg-height=\"533\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/92dc33687c217e8bae347db4aefa21f7\" tg-width=\"744\" tg-height=\"447\" referrerpolicy=\"no-referrer\"></p><p>其次，毛利率可能有所增长。彭博分析师预计小鹏一季度毛利率将从上季度的6.8%小幅上升至8%左右。工厂利用率基本持平，车辆交付量上升3%，这与中国春节假期导致的汽车销售季节性放缓一致。然而，小鹏最新推出的XPILOT 3.0自动驾驶系统在2月底的采用率上升到20%，由于其盈利能力比汽车制造业更高，这可能有助于利润率的扩大。</p><p><img src=\"https://static.tigerbbs.com/6551a8df9ca9ed294f5a9a2bba9b9a05\" tg-width=\"722\" tg-height=\"434\" referrerpolicy=\"no-referrer\"></p><p>小鹏Q1营业亏损可能继续徘徊在10亿元左右，不断扩大的销售网络和技术投资导致费用的上升。随着小鹏努力加快车型的推出，小鹏计划今年将其研发员工人数翻一番，到2021年底，小鹏在华门店将增加近一倍，达到300家。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，小鹏汽车2021年第一季度营收为28.73亿元，调整后净亏损为8.63亿元，调整后EPS为亏损1.14元。彭博调查的16位分析师中13位给小鹏买入评级，2位给出持有评级，1位给出卖出评级。</p><p><img src=\"https://static.tigerbbs.com/6d45709916335520881db133220bbed3\" tg-width=\"735\" tg-height=\"270\" referrerpolicy=\"no-referrer\"></p><table><tbody></tbody></table>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180455957","content_text":"小鹏汽车将于5月13日（周四）美股盘前发布2021年第一季度财报。经历去年的高歌猛进后，今年以来新能源汽车股表现不佳，年初至今小鹏跌超40%，股价徘徊在25美元左右。随着一季报的到来，小鹏股价有望反转颓势吗？上季度回顾小鹏汽车2020年第四季度营收超预期，全年毛利首次转正。财报显示，小鹏汽车第四季度总营收为28.514亿元，同比增长345.5%；净亏损为7.874亿元，相比之下上年同期的净亏损为9.971亿元。第四季度小鹏总交付量达12964辆，同比猛增302.9%。小鹏汽车Q1有何看点首先是交付数据亮眼。造车新势力一季度销数普遍抢眼，蔚来小鹏理想交付量均涨超300%，小鹏表现尤其突出，交付量反超理想汽车，但仍落后于特斯拉和蔚来。根据小鹏汽车公布的数据，第一季度的交付量达到创纪录的13340辆，同比增长487％，但环比增长仅3%。其次，毛利率可能有所增长。彭博分析师预计小鹏一季度毛利率将从上季度的6.8%小幅上升至8%左右。工厂利用率基本持平，车辆交付量上升3%，这与中国春节假期导致的汽车销售季节性放缓一致。然而，小鹏最新推出的XPILOT 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>拿了两个月终于出手了[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>拿了两个月终于出手了[捂脸]&nbsp;","text":"$小鹏汽车(XPEV)$拿了两个月终于出手了[捂脸]","images":[{"img":"https://static.tigerbbs.com/d7b528d06810c47f96135e078706f0a8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/162319127","isVote":1,"tweetType":1,"viewCount":5680,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542832134766434","authorId":"3542832134766434","name":"云彤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3542832134766434","idStr":"3542832134766434"},"content":"你有賣嗎我成本和你差不多","text":"你有賣嗎我成本和你差不多","html":"你有賣嗎我成本和你差不多"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":125977094,"gmtCreate":1624645397418,"gmtModify":1624645397418,"author":{"id":"3578634559826054","authorId":"3578634559826054","name":"民和照相","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578634559826054","idStr":"3578634559826054"},"themes":[],"title":"","htmlText":"骗子！","listText":"骗子！","text":"骗子！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125977094","repostId":"1179112703","repostType":2,"repost":{"id":"1179112703","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624641115,"share":"https://www.laohu8.com/m/news/1179112703?lang=zh_CN&edition=full","pubTime":"2021-06-26 01:11","market":"us","language":"zh","title":"“生鲜第一股”每日优鲜破发开盘，盘初跌超18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179112703","media":"老虎资讯综合","summary":"截止2021年3月31日的三个月，每日优鲜净营收为15.302亿元。","content":"<p>6月25日，“生鲜电商第一股”<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。</p>\n<p>每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。</p>\n<p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>布局10万亿的社区零售市场，主要模式为（A+B）x N</b></p>\n<p>每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在<a href=\"https://laohu8.com/S/00992\">联想集团</a>供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。</p>\n<p>6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（<b>A：前置仓即时零售，B：智慧菜场，N：零售云</b>），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。</p>\n<p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。</p>\n<p>招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。</p>\n<p>每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。</p>\n<p>另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。</p>\n<p><b>社区零售数字化已经来到大爆发的前夜</b></p>\n<p>在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。</p>\n<p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。</p>\n<p>徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”</p>\n<p>他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。</p>\n<p>社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。</p>\n<p>正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。</p>","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>“生鲜第一股”每日优鲜破发开盘，盘初跌超18%</title>\n<style 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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“生鲜第一股”每日优鲜破发开盘，盘初跌超18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-26 01:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月25日，“生鲜电商第一股”<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/a26741e6bf10a3c331c1b43354d5e31c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。</p>\n<p>每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。</p>\n<p><img src=\"https://static.tigerbbs.com/8a45b68d6410257cdce765e8be0dc67b\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p><b>布局10万亿的社区零售市场，主要模式为（A+B）x N</b></p>\n<p>每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在<a href=\"https://laohu8.com/S/00992\">联想集团</a>供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。</p>\n<p>6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（<b>A：前置仓即时零售，B：智慧菜场，N：零售云</b>），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。</p>\n<p><img src=\"https://static.tigerbbs.com/9f1b9b7e8f3af7ffa0d9b3758f5340ef\" tg-width=\"550\" tg-height=\"698\" referrerpolicy=\"no-referrer\"></p>\n<p>每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。</p>\n<p>招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。</p>\n<p>每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。</p>\n<p>另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。</p>\n<p><b>社区零售数字化已经来到大爆发的前夜</b></p>\n<p>在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。</p>\n<p><img src=\"https://static.tigerbbs.com/d67526d2a1198afcce6a244be378ea5f\" tg-width=\"590\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p>此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。</p>\n<p>徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”</p>\n<p>他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。</p>\n<p>社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。</p>\n<p>正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26dac0b9aef9b62cf45137413315ab61","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179112703","content_text":"6月25日，“生鲜电商第一股”每日优鲜正式登陆美股，公司IPO定价13美元，今日开盘报10.65美元，盘初跌幅超18%，总市值超25亿美元。\n\n每日优鲜在本次IPO中总计发行2100万股（含绿鞋2415万股）美国存托股票（ADS），以13美元发行价计算，每日优鲜IPO募资额约为3亿美元。\n每日优鲜创始人兼CEO徐正在上市仪式上表示，上市并不是每日优鲜的目标和终点，而是我们践行使命、实现愿景的新起点。社区零售数字化已经来到大爆发的前夜，面临着下半场的竞争，每日优鲜将永无止境地在社区零售的行业探索。\n\n布局10万亿的社区零售市场，主要模式为（A+B）x N\n每日优鲜成立于2014年10月，创始人徐正和曾斌此前曾在联想集团供职十余年，并出任联想佳沃集团高管。2015年5月，每日优鲜首创前置仓即时零售业务，成为一家专注于为消费者提供优质生鲜的移动电商，覆盖水果蔬菜、海鲜肉禽、牛奶零食等全品类。截至2021年3月31日，每日优鲜已在中国16个城市建立了631个前置仓，累计交易用户超3100万，并提供平均39分钟达的服务。\n6月9日，每日优鲜正式向美国证券交易委员会递交招股说明书，其中最有意思的部分则是详细展示了今年更新的（A+B）x N 战略（A：前置仓即时零售，B：智慧菜场，N：零售云），透露了其在更大的社区零售赛道中的野心。相比以往，更多人对每日优鲜的理解还停留在生鲜网购。但上市前夕的每日优鲜，悄然了宣告自己的平台化模式，每日优鲜从垂直自营公司到平台化的转型，其实就是从贸易型公司转向筑路型公司，而它也将自己置身于一个更大的市场里。\n\n每日优鲜的多元化布局，打破了其“生鲜电商”的局限定义，在未来每日优鲜会继续发挥自身的优势比并且时刻关注市场动向，发挥自身的优势，顺势而为。\n招股书数据显示，2018年，每日优鲜的净营收约为35.467亿元，2019年增至60.014亿元，2020年达到61.304亿元。截止2020年3月31日的三个月，每日优鲜的净营收为16.898亿元，截止2021年3月31日的三个月，净营收为15.302亿元。GMV从2018年的47.259亿元增长到2020年的76.147亿元人民币，复合年增长率为26.9%。数据显示，每日优鲜前置仓即时零售的平均客单价为94.6元。\n每日优鲜于2015年5月首创前置仓模式，目前已在全国16个一二线城市开设631个前置仓，为消费者提供超4300款极速达商品、平均39分钟达的服务。目前其累计交易用户3100多万，2020年GMV76亿元。2020年下半年，每日优鲜推出智慧菜场业务，计划推动菜市场标准化以及向小型生鲜社区商场升级。截至2021年5月31日，其已与14个城市的54家菜场签订运营协议，并在10个城市的33家菜场展开运营。\n另外，招股书数据显示，每日优鲜94.6元的平均客单价为行业最高，履约费用率从2018年的34.9%持续降至2020年的25.7%，履约利润率（毛利率扣除履约费用率）高于行业平均水平。\n社区零售数字化已经来到大爆发的前夜\n在用户方面，从2018年到2020年，每日优鲜有效用户数量分别为510万、720万和 870万，有效用户平均消费额别为558.0元、690.4元和712.8元。鉴于每日优鲜将有效用户定义为“扣除折扣和优惠券后产品付款大于相关销售产品成本的交易用户”，它因此拥有一批数量和交易额均逐年增加的正向利润贡献用户。\n\n此外，每日优鲜平均客单价为94.6元，高于行业其他前置仓企业。其核心用户（某一年份至少一个月内下单4次或以上的用户）在交易用户中的占比从2018年的14.9%，增加到2020年的21.1%，截至2021年3月31日，核心用户年消费额达2106元。\n徐正在演讲中提到，“尽管今天是优鲜创业7年来的重要时刻，但作为一家以持续地、疯狂地、长期地创造价值为目标的企业，我希望每个优鲜人都能保持Always Day One的创业心态。”\n他表示，作为一家以追求长期价值为目标的企业，每日优鲜会保持always day one的心态，继续在社区零售数字化领域做探索，让更多家庭享受到优质购物体验，帮助更多商家实现高效管理和运营。\n社区零售数字化是未来中国增量最大、增速最快的市场。根据艾瑞咨询数据，从2020年到2025年，社区零售行业规模预计会从11.9万亿增至15.7万亿，社区零售线上化渗透率则会从20.9%增至45.5%，这意味着到2025年，中国数字化社区零售的行业规模将达到7.2万亿。\n正如徐正所说，上市是新起点。社区零售数字化已经来到大爆发的前夜，在下半场的竞争中，社区零售平台们，面临的不仅仅是业务之争，还有资本之争。","news_type":1,"symbols_score_info":{"MF":0.9}},"isVote":1,"tweetType":1,"viewCount":2348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106536710,"gmtCreate":1620132319930,"gmtModify":1620132319930,"author":{"id":"3578634559826054","authorId":"3578634559826054","name":"民和照相","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578634559826054","idStr":"3578634559826054"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>悲催[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"<a 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