Kevin me的个人主页 - 老虎社区

Kevin me

Kevin me

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IP属地：北京

33关注

3粉丝

7主题

0勋章

2025-03-21

$黑芝麻智能(02533)$ 大哥你在搞什么？

2025-02-27

$小米集团-W(01810)$ 雷总做首富是中国产业升级和制造业科技变革的体现，不比卖水的造房子的做首富强吗？

2025-02-27

$小米集团-W(01810)$

2025-02-27

$小米集团-W(01810)$

2025-02-27

$小米集团-W(01810)$

2024-03-21

$快手-W(01024)$ 好好的财报，看来大家对你没信心了

2025-09-24

$西部数据(WDC)$ WD和希捷整体应该是不分伯仲的但市值目前差了120亿刀，把亏损的闪迪剥离出去后长期的趋势无论是净利润还是业绩都是向好的，AI第一波芯片涨，存储并没有涨，且目前全球对存储介质的需求量越来越大，供小于求，半年内看涨，加油[梭哈] [梭哈] [梭哈]

2023-05-17

$Faraday Future(FFIE)$

04-01

$黑芝麻智能(02533)$

03-30

$腾讯音乐(TME)$ [财迷] [财迷] [财迷]

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大哥你在搞什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/415709730574344","isVote":1,"tweetType":1,"viewCount":3586,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4188002187072292","authorId":"4188002187072292","name":"小白价值投资","avatar":"https://static.tigerbbs.com/a2c73168c690f3879007f1abbb2ebab7","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4188002187072292","idStr":"4188002187072292"},"content":"这种看好就长期持有不动","text":"这种看好就长期持有不动","html":"这种看好就长期持有不动"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412855634841704,"gmtCreate":1741833253318,"gmtModify":1741833254901,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin me","avatar":"https://static.tigerbbs.com/9b612c159260dd02c3ec26803776d6d1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100738399147620","idStr":"4100738399147620"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"1\"></v-v>好好的财报，看来大家对你没信心了","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$&nbsp;</a><v-v data-views=\"1\"></v-v>好好的财报，看来大家对你没信心了","text":"$快手-W(01024)$ 好好的财报，看来大家对你没信心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286674436612264","isVote":1,"tweetType":1,"viewCount":4536,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570156658908","authorId":"3570156658908","name":"飞火流星21cn","avatar":"https://static.tigerbbs.com/02b824f47b59e9326bcae5d29839744f","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3570156658908","idStr":"3570156658908"},"content":"涨不上去主要是中国聪明人太多，太鸡贼，高开低走是常态，几个点利润都可以孜孜不倦的折腾","text":"涨不上去主要是中国聪明人太多，太鸡贼，高开低走是常态，几个点利润都可以孜孜不倦的折腾","html":"涨不上去主要是中国聪明人太多，太鸡贼，高开低走是常态，几个点利润都可以孜孜不倦的折腾"},{"author":{"id":"4087479370881510","authorId":"4087479370881510","name":"微妙伤","avatar":"https://static.tigerbbs.com/861f98b5f3f50f35f3bc42a9ccde5348","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4087479370881510","idStr":"4087479370881510"},"content":"快手巅峰时1.6万亿，比肩茅台，宁德时代，直接跌到如今这个地步真没什么投资价值。","text":"快手巅峰时1.6万亿，比肩茅台，宁德时代，直接跌到如今这个地步真没什么投资价值。","html":"快手巅峰时1.6万亿，比肩茅台，宁德时代，直接跌到如今这个地步真没什么投资价值。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286374881992872,"gmtCreate":1710943395358,"gmtModify":1710943635665,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin me","avatar":"https://static.tigerbbs.com/9b612c159260dd02c3ec26803776d6d1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100738399147620","idStr":"4100738399147620"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>这TM太扯了吧，这么好的业绩还尼玛跌？","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v>这TM太扯了吧，这么好的业绩还尼玛跌？","text":"$拼多多(PDD)$ 这TM太扯了吧，这么好的业绩还尼玛跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286374881992872","isVote":1,"tweetType":1,"viewCount":2971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":251314350764312,"gmtCreate":1702393344381,"gmtModify":1702393345679,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin me","avatar":"https://static.tigerbbs.com/9b612c159260dd02c3ec26803776d6d1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100738399147620","idStr":"4100738399147620"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v>小米，华为的崛起估计理想很难了","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a><v-v data-views=\"0\"></v-v>小米，华为的崛起估计理想很难了","text":"$理想汽车(LI)$ 小米，华为的崛起估计理想很难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/251314350764312","isVote":1,"tweetType":1,"viewCount":3204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652382298,"gmtCreate":1684295121514,"gmtModify":1684295346853,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin me","avatar":"https://static.tigerbbs.com/9b612c159260dd02c3ec26803776d6d1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100738399147620","idStr":"4100738399147620"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Faraday Future(FFIE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652382298","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653345718,"gmtCreate":1680595884234,"gmtModify":1680596445065,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin me","avatar":"https://static.tigerbbs.com/9b612c159260dd02c3ec26803776d6d1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100738399147620","idStr":"4100738399147620"},"themes":[],"title":"","htmlText":"加油老贾，你可以的！","listText":"加油老贾，你可以的！","text":"加油老贾，你可以的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653345718","repostId":"1186548966","repostType":2,"repost":{"id":"1186548966","kind":"news","pubTimestamp":1680251220,"share":"https://www.laohu8.com/m/news/1186548966?lang=zh_CN&edition=full","pubTime":"2023-03-31 16:27","market":"us","language":"zh","title":"法拉第未来即将投产？如期而至还是常规跳票？","url":"https://stock-news.laohu8.com/highlight/detail?id=1186548966","media":"探电","summary":"北京时间的3月30日早，简称FF的法拉第未来（Faraday Future）首次正式宣布启动了FF 91 Futurist量产车型的生产（SOP）。法拉第未来创始人贾跃亭、法拉第未来全球CEO陈雪峰以","content":"<html><head></head><body><p>北京时间的3月30日早，简称FF的法拉第未来（<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>）首次正式宣布启动了FF 91 Futurist量产车型的生产（SOP）。法拉第未来创始人贾跃亭、法拉第未来全球CEO陈雪峰以及法拉第未来全球产品执行高级副总裁Matthias Aydt等高层分别带来了演讲，并展示了位于美国加州的FF ieFactory California工厂现场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b70f6d7aa961a365cb3f134a6d76669\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"568\"/></p><p style=\"text-align: justify;\">法拉第未来成立将近9年的时间，首款车型的第一次亮相到现在也有6年左右了，在这期间我们曾多次从FF官方以及贾跃亭本人口中听闻首款车型的量产消息，却一直都以跳票结尾。但是这一次好像是FF 91 Futurist 最接近量产的一次。法拉第未来FF 91 Futurist启动生产的演讲中，贾跃亭也是感叹表示：“九年，为梦想窒息，终于迎来巅峰时刻”。</p><p style=\"text-align: justify;\">法拉第未来FF 91 Futurist是其旗下的首款车型，定位于10万美元以上的<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电动汽车，可迸发出1050匹马力，该车辆0-60英里/时的加速仅需2.39秒，EPA认证的续航里程为381英里，NEDC工况下续航里程可达700公里。贾跃亭曾表示，FF 91是对标迈巴赫、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>以及宾利等传统豪华品牌的产品，并且受到很多用户的关注和青睐，截至2022年11月17日，法拉第未来已经收到了369份预售订单。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c90356fe382d4cf9d19d952487ec65b0\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p><strong><em>这一次FF 91真的要来了吗？</em></strong></p><p style=\"text-align: justify;\">从今年法拉第2月14日发布的消息来看，陈雪峰曾表示过“法拉第未来预计于2023年3月底开始生产可销售的FF 91 Futurist，在资金都到账的情况下，4月初将迎来FF 91 Futurist第一批车的下线，并在2023年4月底之前交付给客户。”</p><p style=\"text-align: justify;\">但从法拉第未来的历史长河中看，过去这几年由于资金紧缺问题，导致了法拉第未来旗下的首款车型已经推迟了四次，好在是今年法拉第未来3月2日宣布，公司董事会批准公司创始人、首席产品及用户生态官贾跃亭晋升为美国证券交易法第16条规定的“公司高管”及公司执行官，贾跃亭与陈雪峰共同直接向董事会汇报。</p><p style=\"text-align: justify;\">这波操作也就是证明贾跃亭夺回了对法拉第未来的实际掌控权，并且还在后续获得了1.35亿美元的融资。这么看来，法拉第未来首款车型的SOP（生产）应该是稳了？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a422b6c4bd6fd526e4a869e6f0eea06c\" alt=\"\" title=\"\" tg-width=\"1024\" tg-height=\"560\"/></p><p style=\"text-align: justify;\"><strong><em>如果SOP顺利，下阶段FF将聚焦于以下几点</em></strong></p><p style=\"text-align: justify;\">首先，尽快高质量地完成FF 91 Futurist首批车辆的下线，并且尽快实现交付（SOD），以及后续的产能爬坡。</p><p style=\"text-align: justify;\">其次，法拉第未来要全力构建以用户获取和用户运营为核心的出行生态体系。并且在SOD之后的共创交付分为三个类别与阶段：</p><p style=\"text-align: justify;\">1、行业专家FPO（未来主义者产品官）共创类交付</p><p style=\"text-align: justify;\">2、FPO共创类交付</p><p style=\"text-align: justify;\">3、实现了产能爬坡后的全面共创类交付</p><p style=\"text-align: justify;\">这个三阶段交付计划可以为制造运营和市场需求提供最大的灵活性，并提供好的产品，也能缓解工厂产能远远无法满足市场需求的现状。</p><p style=\"text-align: justify;\">最后，持续完成产品技术的迭代升级，保障产品力。</p><p style=\"text-align: justify;\">说白了，法拉第未来这套下阶段的说辞就是担心如果4月份顺利完成生产，但后续的产能表现又跟不上节奏。所以先提前放出两句为了避免产能跟不上FF应该怎么做的话，实际没实现再另找说辞。但还是希望法拉第未来这次能如期生产、顺利交付、做好产能爬坡。</p><p style=\"text-align: justify;\">此外，法拉第未来为了冲刺生产交付，在今年2月对所有在职员工发放了现金奖励和股权激励。但前提是2023年3月31日或之前开始生产FF 91 Futurist以及在2023年4月30日或之前开始交付FF 91 Futurist。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a653e7d192d4e11f36f5f1a8c326dbcf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"540\"/></p><p><strong><em>多次出现资金紧缺问题的FF，财报表现如何？</em></strong></p><p style=\"text-align: justify;\">法拉第未来2022年最新全年财报显示，截至2022年底，法拉第未来总资产约为5.103亿美元，同比减少43.77%；总负债约为3.275亿美元，同比减少3.60%，其中流动负债约为2.675亿美元；其2022年净亏损为5.521亿美元，同比增长了6.89%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03f2d8be5e2d210ea5e3e7540df983e3\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">法拉第未来为实现颠覆性的极智科技奢华电动车，从2014年成立至今已经累计亏损达34.35亿美元（折合人民币约239.4亿元），并且从2019年开始每年的净亏损都在持续增加，车还没造出来，钱却花不老少。</p><p style=\"text-align: justify;\">对于法拉第未来2022年净亏损持续增加的原因，公司方面的解释为主要是因为2022年工程、设计以及测试的费用成本增加了，并且2022年某些以公允价值计量的应付票据以及认股权证负债的公允价值计量变动增加了，这些便是影响法拉第未来净亏损增加的因素。</p><p style=\"text-align: justify;\">尽管法拉第未来官方表示，从2022年12月以来收到了1.116亿美元用于SOP的资金还将收到3840万—5840万美元的额外资金，但从财报公布的数据来看，法拉第未来的资金状况仍旧较为紧张。</p><p style=\"text-align: justify;\">资金紧缺，难不成FF还有跳票的可能？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8726cb7ff3d57dee8d89e373f2442e55\" alt=\"\" title=\"\" tg-width=\"641\" tg-height=\"392\"/></p></body></html>","source":"lsy1680251229213","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>法拉第未来即将投产？如期而至还是常规跳票？</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; 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class=\"title\">\n法拉第未来即将投产？如期而至还是常规跳票？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 16:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/IPYqRSk3nxE1Yz719WRuow><strong>探电</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间的3月30日早，简称FF的法拉第未来（Faraday Future）首次正式宣布启动了FF 91 Futurist量产车型的生产（SOP）。法拉第未来创始人贾跃亭、法拉第未来全球CEO陈雪峰以及法拉第未来全球产品执行高级副总裁Matthias Aydt等高层分别带来了演讲，并展示了位于美国加州的FF ieFactory California工厂现场。法拉第未来成立将近9年的时间，首款车型的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/IPYqRSk3nxE1Yz719WRuow\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8726cb7ff3d57dee8d89e373f2442e55","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/IPYqRSk3nxE1Yz719WRuow","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186548966","content_text":"北京时间的3月30日早，简称FF的法拉第未来（Faraday Future）首次正式宣布启动了FF 91 Futurist量产车型的生产（SOP）。法拉第未来创始人贾跃亭、法拉第未来全球CEO陈雪峰以及法拉第未来全球产品执行高级副总裁Matthias Aydt等高层分别带来了演讲，并展示了位于美国加州的FF ieFactory California工厂现场。法拉第未来成立将近9年的时间，首款车型的第一次亮相到现在也有6年左右了，在这期间我们曾多次从FF官方以及贾跃亭本人口中听闻首款车型的量产消息，却一直都以跳票结尾。但是这一次好像是FF 91 Futurist 最接近量产的一次。法拉第未来FF 91 Futurist启动生产的演讲中，贾跃亭也是感叹表示：“九年，为梦想窒息，终于迎来巅峰时刻”。法拉第未来FF 91 Futurist是其旗下的首款车型，定位于10万美元以上的豪华纯电动汽车，可迸发出1050匹马力，该车辆0-60英里/时的加速仅需2.39秒，EPA认证的续航里程为381英里，NEDC工况下续航里程可达700公里。贾跃亭曾表示，FF 91是对标迈巴赫、法拉利以及宾利等传统豪华品牌的产品，并且受到很多用户的关注和青睐，截至2022年11月17日，法拉第未来已经收到了369份预售订单。这一次FF 91真的要来了吗？从今年法拉第2月14日发布的消息来看，陈雪峰曾表示过“法拉第未来预计于2023年3月底开始生产可销售的FF 91 Futurist，在资金都到账的情况下，4月初将迎来FF 91 Futurist第一批车的下线，并在2023年4月底之前交付给客户。”但从法拉第未来的历史长河中看，过去这几年由于资金紧缺问题，导致了法拉第未来旗下的首款车型已经推迟了四次，好在是今年法拉第未来3月2日宣布，公司董事会批准公司创始人、首席产品及用户生态官贾跃亭晋升为美国证券交易法第16条规定的“公司高管”及公司执行官，贾跃亭与陈雪峰共同直接向董事会汇报。这波操作也就是证明贾跃亭夺回了对法拉第未来的实际掌控权，并且还在后续获得了1.35亿美元的融资。这么看来，法拉第未来首款车型的SOP（生产）应该是稳了？如果SOP顺利，下阶段FF将聚焦于以下几点首先，尽快高质量地完成FF 91 Futurist首批车辆的下线，并且尽快实现交付（SOD），以及后续的产能爬坡。其次，法拉第未来要全力构建以用户获取和用户运营为核心的出行生态体系。并且在SOD之后的共创交付分为三个类别与阶段：1、行业专家FPO（未来主义者产品官）共创类交付2、FPO共创类交付3、实现了产能爬坡后的全面共创类交付这个三阶段交付计划可以为制造运营和市场需求提供最大的灵活性，并提供好的产品，也能缓解工厂产能远远无法满足市场需求的现状。最后，持续完成产品技术的迭代升级，保障产品力。说白了，法拉第未来这套下阶段的说辞就是担心如果4月份顺利完成生产，但后续的产能表现又跟不上节奏。所以先提前放出两句为了避免产能跟不上FF应该怎么做的话，实际没实现再另找说辞。但还是希望法拉第未来这次能如期生产、顺利交付、做好产能爬坡。此外，法拉第未来为了冲刺生产交付，在今年2月对所有在职员工发放了现金奖励和股权激励。但前提是2023年3月31日或之前开始生产FF 91 Futurist以及在2023年4月30日或之前开始交付FF 91 Futurist。多次出现资金紧缺问题的FF，财报表现如何？法拉第未来2022年最新全年财报显示，截至2022年底，法拉第未来总资产约为5.103亿美元，同比减少43.77%；总负债约为3.275亿美元，同比减少3.60%，其中流动负债约为2.675亿美元；其2022年净亏损为5.521亿美元，同比增长了6.89%。法拉第未来为实现颠覆性的极智科技奢华电动车，从2014年成立至今已经累计亏损达34.35亿美元（折合人民币约239.4亿元），并且从2019年开始每年的净亏损都在持续增加，车还没造出来，钱却花不老少。对于法拉第未来2022年净亏损持续增加的原因，公司方面的解释为主要是因为2022年工程、设计以及测试的费用成本增加了，并且2022年某些以公允价值计量的应付票据以及认股权证负债的公允价值计量变动增加了，这些便是影响法拉第未来净亏损增加的因素。尽管法拉第未来官方表示，从2022年12月以来收到了1.116亿美元用于SOP的资金还将收到3840万—5840万美元的额外资金，但从财报公布的数据来看，法拉第未来的资金状况仍旧较为紧张。资金紧缺，难不成FF还有跳票的可能？","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"tweetType":1,"viewCount":1757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650981298,"gmtCreate":1678844969314,"gmtModify":1678845017947,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin me","avatar":"https://static.tigerbbs.com/9b612c159260dd02c3ec26803776d6d1","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4100738399147620","idStr":"4100738399147620"},"themes":[],"title":"","htmlText":"客户为先现在JD还做的到吗？核心竞争力是什么难道仅仅是物流？四通一达和极兔与它的差距时效一直在缩小，除了一线那几个大城市JD物流哪个还可以送货上门，商城零售费用极高，成本优化不到位，价格比其它平台都贵，你的服务撑得起这份“贵”吗，如何破局？","listText":"客户为先现在JD还做的到吗？核心竞争力是什么难道仅仅是物流？四通一达和极兔与它的差距时效一直在缩小，除了一线那几个大城市JD物流哪个还可以送货上门，商城零售费用极高，成本优化不到位，价格比其它平台都贵，你的服务撑得起这份“贵”吗，如何破局？","text":"客户为先现在JD还做的到吗？核心竞争力是什么难道仅仅是物流？四通一达和极兔与它的差距时效一直在缩小，除了一线那几个大城市JD物流哪个还可以送货上门，商城零售费用极高，成本优化不到位，价格比其它平台都贵，你的服务撑得起这份“贵”吗，如何破局？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650981298","repostId":"1155707637","repostType":2,"repost":{"id":"1155707637","kind":"news","pubTimestamp":1678777418,"share":"https://www.laohu8.com/m/news/1155707637?lang=zh_CN&edition=full","pubTime":"2023-03-14 15:03","market":"hk","language":"zh","title":"刘强东“激进”治京东","url":"https://stock-news.laohu8.com/highlight/detail?id=1155707637","media":"零态LT","summary":"“隐退幕后”四年，刘强东归来仍是京东唯一权力核心。","content":"<html><head></head><body><p>作者|张文钦</p><p>刘强东回归，“纠偏”京东。</p><p>49岁的他，似乎已经走出“明尼苏达事件”的人生低谷，拼完三胎后，精力重新聚焦京东。</p><p>从2022年年底到2023年年初，他参与了京东各个层级大大小小的数场会议，“不满”似乎是其表露出来的最明显情绪。</p><p>会上，刘强东对京东过去几年的发展进行“纠偏”，指出了现阶段京东组织效率低、业务战略失焦、形势判断不足等等问题，痛斥那些用PPT、新词“欺骗”自己的中高层，从台前到幕后进行了一系列人事调整，还自上而下统一了京东零售未来三年最重要战略——“低价”。</p><p>这也是徐雷接任京东集团总裁、京东集团CEO后，刘强东首次如此密集、高调、直接在内部指挥工作。战略价值之重、业务影响之大、执行速度之快，无一不体现刘强东在京东的话语权。</p><p>尽管他在内部视频讲话中表示，京东最顶头的领导一个是自己，一个是徐雷，定位分别是务虚和务实。</p><p>但很显然这只是刘强东权衡大局的一套说辞，毕竟截至2021年2月28日，他仍是京东集团最大自然人股东，是仅次于腾讯集团的第二大股东，掌握着76.9%的投票权。</p><p>在他的领导下，京东开始向低价发起猛攻，经过几轮提速，在3.8前夕上线了年度重磅武器“百亿补贴”。据悉，公司后续还会从平台规则、流量机制、采销机制和优惠策略等维度进行相关举措。</p><p>“隐退幕后”四年，刘强东归来仍是京东唯一权力核心。重回牌桌的刘强东，要带着京东从供应链优势转向并不擅长的货品和价格盘，这场翻身仗，看起来有些激进。</p><p>01</p><p>雷霆出击“治”京东</p><p>先来看一组业绩对比：</p><p>2021年拼多多全年总收入939.499亿元，同比增长58%；非美国通用会计准则下，归属于普通股股东的净利润138.295亿元，上年同期为净亏损29.650 亿元；截至2021年底，拼多多年活跃买家数达8.687亿，同比增长10%；全年成交额（GMV）为24410亿元，同比增长46%。</p><p>2021年京东实现收入9516亿元，同比增长27.6%；归属于普通股股东的净亏损36亿元，上年同期为净利润494亿元；截至2021年底，过去12个月的活跃购买用户数约5.7亿，同比增长20.7%；GMV达到32970亿元，同比增长26.2%。</p><p>这是一份双方各有亮点的业绩，拼多多追求极致低价，自然在活跃用户数和GMV增速上有优势，但受制于平台热销品类差异，GMV不及京东情有可原；京东在3C、数码商品上的优势，以及物流服务、商品品质的保障，令其GMV和年收入数值更高。</p><p>但在2022年，形势出现了一边倒情况。根据京东最新发布的业绩报告，2022年GMV较2021年全年增加5.6%，达到3.47万亿。虽然拼多多目前尚未发布年报，但有机构预测，其2022年GMV将在3.2-3.3万亿，直逼京东。</p><p><img src=\"https://static.tigerbbs.com/d668d7e67ad2cc928a3d2fd5ed665a7b\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>如若这一势头不改变，2023年或是拼多多多方面碾压京东，登上“中国电商第二”宝座的元年。</p><p>在电商行业摸爬滚打二十余年、经历过数场商战的刘强东，对行业发展趋势的敏感度和嗅觉自然不在话下，尤其他还是最熟悉京东真实情况的人。</p><p>2022年底，刘强东雷霆出击、整治京东，宣布重拾“低价策略”。</p><p>回顾刘强东因明尼苏达桃色事件，“退居幕后”的四年，京东最核心的零售业务先后由两位CEO掌管：徐雷、辛利军。前者曾提出，2020年京东要打赢“全渠道、下沉新兴市场和平台生态建设”战役；后者进一步提出，京东零售2023年必赢战为——供应链大中台、同城业务、全渠道和搜索推荐。</p><p>无论三大战役，还是四大必赢战，京东零售要做的事情都不少，包括渠道打通、用户挖掘、基础设施建设、平台优化等。换言之，两套策略都是全方位、全链条的目标要求，无形中加大了落地执行难度。</p><p>刘强东则是京东那个统一团队思想认识、集中行动目标的人，他给出的要求只有一个——回归初心、重拾低价。</p><p>如他所言，京东对低价策略一点也不陌生。</p><p>2012年，京东以电商新手身份，挑战数码家电线下霸主苏宁，靠的就是低价。彼时指挥作战的刘强东甚至对内要求：“公司经理层谁负责的产品价格不是最低，就下课走人。”此举逼得苏宁反击时，不得不采取“伤敌一千、自损八百”的方式，“（宁可）不赚钱，也要堵截京东”。</p><p>更早时间，京东切入线上图书市场，正面对弈当当网，毫不例外也是凭借低价有优势。京东一度对外宣称，“京东商城的每本书都要比竞争对手便宜 20%”。</p><p>后来的结果已经揭晓， 京东超越苏宁，市场份额位列中国家电市场全渠道零售商第一；当当如今已经入驻京东，成为店中店。</p><p><img src=\"https://static.tigerbbs.com/7bf567dbf66220f4cc5f2347d09e99ac\" tg-width=\"550\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>▲图：2020年前三季度中国家电市场零售商占比</p><p>低价，可以说是京东的看家本领，助其在电商江湖打赢了多个战役。就连刘强东在去年底给高管和员工开会时都明确表示，打赢当当和苏宁，关键因素都是价格。</p><p>在去年底的京东零售内部会上，刘强东为了强调这一策略，更是在三个多小时内提了几十次“低价”。</p><p>但这次，还能赢吗？无论从当下的竞争格局，抑或京东内部情况，都难言简单。</p><p>02</p><p>退而不休，重回C位</p><p>伴随低价心智重新被燃起的，还有刘强东的个人形象和口碑。</p><p>2018年8月，始料未及的明尼苏达事件，让时任京东集团CEO的刘强东因涉嫌强奸被拘。一时间，他身穿黄马甲配合调查的照片和各类传闻，在网络上铺天盖地散布开。</p><p>尽管他本人于事件发生次日即获释，京东方面也表示刘强东遭到失实指控，网络上关于此事的议论持续不断。</p><p>在外界尚无法判断事件真假的时候，投资者对刘强东和京东的信任危机首先爆发了。事件曝光当天（30日），京东股价大跌5.93%，收报29.43美元；隔日，京东股价继续下跌，收盘价格为26.3美元，创2017年以来新低，短短两天市值蒸发逾70亿美元。</p><p>刘强东口碑一落千丈，跌至谷底。</p><p>那个靠着村民集资500块和76个鸡蛋，贫苦、踏实、质朴、仗义的的“穷孩子”形象轰然倒塌；他与妻子章泽天曾经秀恩爱时有多甜，后来打脸就有多疼，还有人调侃他“果然不知妻美”。</p><p>陷入舆论漩涡的刘强东，鲜少再出现在聚光灯下，甚至开始对京东“放权”。</p><p>据零态LT（ID：LingTai_LT）不完全统计，自2019年起，刘强东就卸任了名下多家公司经理/总经理等职务；其中，仅2020年就卸任约230家关联公司主要职务，2021年又卸任了包括京东集团总裁在内的不少职务，2022年还将京东集团首席执行官一职交接给徐雷，自己仅保有京东集团董事会主席一职，大有“退出管理”之势。</p><p>对于一家大型企业而言，总裁往往可以有很多个，CEO却只有一个。不少人都将此看作是刘强东彻底放权的信号，还有网友将这一系列操作戏称为“毕业”。</p><p>但卸任CEO只是表象，对京东拥有绝对占有欲的刘强东，实际上是“退而不休”。他曾在央视《对话》节目中明确表示：“如果不能控制京东，我宁愿把它卖掉！”</p><p>从京东股权结构也能看到，截至2022年3月31日，刘强东持股比例为13.8%，拥有76.1%的投票权，较上一年持股比例仅下降0.1%、投票权减少0.8%。值得一提的是，由于2021年年底腾讯向其股东分配了持有的部分京东集团A类普通股，持股比例大幅降至2.3%，不再是第一大股东，而刘强东上升为京东最大股东。</p><p><img src=\"https://static.tigerbbs.com/a70bc58d9fe100ffafb6d659219cc5bd\" tg-width=\"550\" tg-height=\"203\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>▲京东股权结构（截至2022年3月31日）</p><p>交棒CEO职位给徐雷后，刘强东仍是京东幕后那个话事人和灵魂人物。据虎嗅报道，他会通过SEC（Strategy Executive Committee，京东战略执行委员会）、SDC（Strategy Decision Committee京东战略决策委员会）和经分会（京东季度经营分析会）来了解并把持着京东的发展情况。</p><p>尤其是前两个会议，各个板块或业务线、职能部门的一号位都会参与，刘强东既能掌握业务进展，还能了解人事行政、企业文化等内容，甚至不忘鼓励参会人员“有什么话都当面说出来，高效解决”。</p><p>除了通过与业务负责人了解情况，刘强东还会利用京东内网充分获悉公司情况。有知情人士向虎嗅表示，刘强东有时在会上会说一两个“只有京东基层员工才知道的槽点或者笑点”。</p><p>但明尼苏达事件一拖就是四年，直到2022年10月，两位当事人才以联合声明的形式宣告达成和解，为这个扑朔迷离的案件画下了句号。</p><p>之后，刘强东通过与妻子逛超市、生三胎等新闻，极力破除感情不和的质疑，挽回形象。</p><p>03</p><p>能否重返“东时代”</p><p>口碑形象崩塌可以再建，商机错过就没那么容易找回。刘强东“退居幕后”的四年，正是短视频直播快速发展、电商新势力强势崛起的四年。</p><p>京东不仅没能抓住视频直播的风口，还面临拼多多对其江湖地位的威胁，处境艰难。此时回归京东，重掌大权，无疑是重建口碑、凝聚人心的最好时机。</p><p>有意思的是，2月初有网友爆料在首都机场看到刘强东；随后有接近刘强东的人士表示，其生子后就立即回国工作了。这套组合拳仿佛是在对外宣告：刘强东正式回归，成为京东台前幕后的一号位。</p><p>而他回来后做的第一件事就是，统一京东零售发展战略——低价。不过，京东的低价并非简单粗暴的全网最低价，而是平衡生态内商家和用户体验后的低价。</p><p>据《晚点 LatePost》获悉，2022年底刘强东提出了一条用户体验公式：（产品+服务）/价格&gt;&gt;1（客户预期），即希望产品和服务远超中高消费群预期，价格远超低消费群预期。同时，他对采销团队也提了一个公式：净利润+净现金流&gt;GMV x 6%。在刘强东看来，采销最重要的是给公司带来现金流，第二才是利润。</p><p><img src=\"https://static.tigerbbs.com/91f3be0d667a83d46011bbf1591f6117\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>两条公式背后，反映的是京东从追求企业营收、GMV到兼顾用户、商家体验，助推GMV的业务重心调整。</p><p>基于过去的“正品行货”定位，以及“正品低价、品质保障、配送及时”追求，京东一直以来都更重视自营业务、品牌商家的发展，在流量分发、搜索呈现、抽佣补贴等方面均有不同程度倾斜。</p><p>这套规则现今正在被打破。刘强东在内部会上明确表示，自营和POP（自主经营店铺生意的第三方卖家）就是竞争关系，不区分自营和 POP，只在乎消费者满不满意。他还在京东物流的会上强调，不要求商家必须使用京东物流，“他们想用极兔或者通达系快递，就让他们用。”</p><p>这就意味着，京东为了找回低价优势和品类丰富度，挖掘或拉回用户，正在降低对物流时效、品质行货的重视度。</p><p>换言之，那个追求“多快好省”品质消费体验的京东，已经自主对服务分级，率先强调“多”和“省”。而这恰恰与京东二十多年来沉淀的竞争优势相反。</p><p>而所谓的“百亿补贴”也惨遭诟病，据《橡果商业评论》自多位消费者处了解到，因为百亿补贴上线，一些商品升级为“百亿补贴”商品后降价，此前高价购买的消费者在价保期内申请价保被拒绝。客服声称，补贴不是降价，不享受价保；甚至有消费者拨打客服电话理论，却被强制挂断。</p><p>一些热门电子产品低价上线后，普通人率先要与黄牛拼手速，短时间内产品库存就被“清0”；在抖音有大量黄牛发布京东“百亿补贴”抢苹果产品教程，每日还更新收购价格。“首月10亿”先富黄牛，“价保失灵”惹怒老顾客，京东“百亿补贴”剩下90亿的效果能有几分？法律人士告诉《橡果商业评论》，京东此举涉嫌虚假宣传，可认定为欺诈。</p><p>2020年，京东二次上市时更新了集团战略定位，从一家“领先的技术驱动的电商公司”转型为“领先的以供应链为基础的技术与服务企业”。很显然，其最大优势就在于品控服务和物流配送，对应“好”和“快”。这种优势在过去几年特殊需求时期，更是表现得淋漓尽致。</p><p>要从优势供应链环节，转向并不擅长的货品和价格盘发展，京东面临的内部挑战不少。重新回到牌桌的刘强东，刚刚跨过第四个本命年。他能否打个漂亮翻身仗，只能交给时间检验。</p></body></html>","source":"lsy1617703875854","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\" 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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刘强东“激进”治京东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-14 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2023-03-14/doc-imykutuf8501660.shtml><strong>零态LT</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|张文钦刘强东回归，“纠偏”京东。49岁的他，似乎已经走出“明尼苏达事件”的人生低谷，拼完三胎后，精力重新聚焦京东。从2022年年底到2023年年初，他参与了京东各个层级大大小小的数场会议，“不满”似乎是其表露出来的最明显情绪。会上，刘强东对京东过去几年的发展进行“纠偏”，指出了现阶段京东组织效率低、业务战略失焦、形势判断不足等等问题，痛斥那些用PPT、新词“欺骗”自己的中高层，从台前到幕后...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2023-03-14/doc-imykutuf8501660.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e654087b079c95ca8f5256e1f9695a40","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"https://finance.sina.com.cn/tech/csj/2023-03-14/doc-imykutuf8501660.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155707637","content_text":"作者|张文钦刘强东回归，“纠偏”京东。49岁的他，似乎已经走出“明尼苏达事件”的人生低谷，拼完三胎后，精力重新聚焦京东。从2022年年底到2023年年初，他参与了京东各个层级大大小小的数场会议，“不满”似乎是其表露出来的最明显情绪。会上，刘强东对京东过去几年的发展进行“纠偏”，指出了现阶段京东组织效率低、业务战略失焦、形势判断不足等等问题，痛斥那些用PPT、新词“欺骗”自己的中高层，从台前到幕后进行了一系列人事调整，还自上而下统一了京东零售未来三年最重要战略——“低价”。这也是徐雷接任京东集团总裁、京东集团CEO后，刘强东首次如此密集、高调、直接在内部指挥工作。战略价值之重、业务影响之大、执行速度之快，无一不体现刘强东在京东的话语权。尽管他在内部视频讲话中表示，京东最顶头的领导一个是自己，一个是徐雷，定位分别是务虚和务实。但很显然这只是刘强东权衡大局的一套说辞，毕竟截至2021年2月28日，他仍是京东集团最大自然人股东，是仅次于腾讯集团的第二大股东，掌握着76.9%的投票权。在他的领导下，京东开始向低价发起猛攻，经过几轮提速，在3.8前夕上线了年度重磅武器“百亿补贴”。据悉，公司后续还会从平台规则、流量机制、采销机制和优惠策略等维度进行相关举措。“隐退幕后”四年，刘强东归来仍是京东唯一权力核心。重回牌桌的刘强东，要带着京东从供应链优势转向并不擅长的货品和价格盘，这场翻身仗，看起来有些激进。01雷霆出击“治”京东先来看一组业绩对比：2021年拼多多全年总收入939.499亿元，同比增长58%；非美国通用会计准则下，归属于普通股股东的净利润138.295亿元，上年同期为净亏损29.650 亿元；截至2021年底，拼多多年活跃买家数达8.687亿，同比增长10%；全年成交额（GMV）为24410亿元，同比增长46%。2021年京东实现收入9516亿元，同比增长27.6%；归属于普通股股东的净亏损36亿元，上年同期为净利润494亿元；截至2021年底，过去12个月的活跃购买用户数约5.7亿，同比增长20.7%；GMV达到32970亿元，同比增长26.2%。这是一份双方各有亮点的业绩，拼多多追求极致低价，自然在活跃用户数和GMV增速上有优势，但受制于平台热销品类差异，GMV不及京东情有可原；京东在3C、数码商品上的优势，以及物流服务、商品品质的保障，令其GMV和年收入数值更高。但在2022年，形势出现了一边倒情况。根据京东最新发布的业绩报告，2022年GMV较2021年全年增加5.6%，达到3.47万亿。虽然拼多多目前尚未发布年报，但有机构预测，其2022年GMV将在3.2-3.3万亿，直逼京东。如若这一势头不改变，2023年或是拼多多多方面碾压京东，登上“中国电商第二”宝座的元年。在电商行业摸爬滚打二十余年、经历过数场商战的刘强东，对行业发展趋势的敏感度和嗅觉自然不在话下，尤其他还是最熟悉京东真实情况的人。2022年底，刘强东雷霆出击、整治京东，宣布重拾“低价策略”。回顾刘强东因明尼苏达桃色事件，“退居幕后”的四年，京东最核心的零售业务先后由两位CEO掌管：徐雷、辛利军。前者曾提出，2020年京东要打赢“全渠道、下沉新兴市场和平台生态建设”战役；后者进一步提出，京东零售2023年必赢战为——供应链大中台、同城业务、全渠道和搜索推荐。无论三大战役，还是四大必赢战，京东零售要做的事情都不少，包括渠道打通、用户挖掘、基础设施建设、平台优化等。换言之，两套策略都是全方位、全链条的目标要求，无形中加大了落地执行难度。刘强东则是京东那个统一团队思想认识、集中行动目标的人，他给出的要求只有一个——回归初心、重拾低价。如他所言，京东对低价策略一点也不陌生。2012年，京东以电商新手身份，挑战数码家电线下霸主苏宁，靠的就是低价。彼时指挥作战的刘强东甚至对内要求：“公司经理层谁负责的产品价格不是最低，就下课走人。”此举逼得苏宁反击时，不得不采取“伤敌一千、自损八百”的方式，“（宁可）不赚钱，也要堵截京东”。更早时间，京东切入线上图书市场，正面对弈当当网，毫不例外也是凭借低价有优势。京东一度对外宣称，“京东商城的每本书都要比竞争对手便宜 20%”。后来的结果已经揭晓， 京东超越苏宁，市场份额位列中国家电市场全渠道零售商第一；当当如今已经入驻京东，成为店中店。▲图：2020年前三季度中国家电市场零售商占比低价，可以说是京东的看家本领，助其在电商江湖打赢了多个战役。就连刘强东在去年底给高管和员工开会时都明确表示，打赢当当和苏宁，关键因素都是价格。在去年底的京东零售内部会上，刘强东为了强调这一策略，更是在三个多小时内提了几十次“低价”。但这次，还能赢吗？无论从当下的竞争格局，抑或京东内部情况，都难言简单。02退而不休，重回C位伴随低价心智重新被燃起的，还有刘强东的个人形象和口碑。2018年8月，始料未及的明尼苏达事件，让时任京东集团CEO的刘强东因涉嫌强奸被拘。一时间，他身穿黄马甲配合调查的照片和各类传闻，在网络上铺天盖地散布开。尽管他本人于事件发生次日即获释，京东方面也表示刘强东遭到失实指控，网络上关于此事的议论持续不断。在外界尚无法判断事件真假的时候，投资者对刘强东和京东的信任危机首先爆发了。事件曝光当天（30日），京东股价大跌5.93%，收报29.43美元；隔日，京东股价继续下跌，收盘价格为26.3美元，创2017年以来新低，短短两天市值蒸发逾70亿美元。刘强东口碑一落千丈，跌至谷底。那个靠着村民集资500块和76个鸡蛋，贫苦、踏实、质朴、仗义的的“穷孩子”形象轰然倒塌；他与妻子章泽天曾经秀恩爱时有多甜，后来打脸就有多疼，还有人调侃他“果然不知妻美”。陷入舆论漩涡的刘强东，鲜少再出现在聚光灯下，甚至开始对京东“放权”。据零态LT（ID：LingTai_LT）不完全统计，自2019年起，刘强东就卸任了名下多家公司经理/总经理等职务；其中，仅2020年就卸任约230家关联公司主要职务，2021年又卸任了包括京东集团总裁在内的不少职务，2022年还将京东集团首席执行官一职交接给徐雷，自己仅保有京东集团董事会主席一职，大有“退出管理”之势。对于一家大型企业而言，总裁往往可以有很多个，CEO却只有一个。不少人都将此看作是刘强东彻底放权的信号，还有网友将这一系列操作戏称为“毕业”。但卸任CEO只是表象，对京东拥有绝对占有欲的刘强东，实际上是“退而不休”。他曾在央视《对话》节目中明确表示：“如果不能控制京东，我宁愿把它卖掉！”从京东股权结构也能看到，截至2022年3月31日，刘强东持股比例为13.8%，拥有76.1%的投票权，较上一年持股比例仅下降0.1%、投票权减少0.8%。值得一提的是，由于2021年年底腾讯向其股东分配了持有的部分京东集团A类普通股，持股比例大幅降至2.3%，不再是第一大股东，而刘强东上升为京东最大股东。▲京东股权结构（截至2022年3月31日）交棒CEO职位给徐雷后，刘强东仍是京东幕后那个话事人和灵魂人物。据虎嗅报道，他会通过SEC（Strategy Executive Committee，京东战略执行委员会）、SDC（Strategy Decision Committee京东战略决策委员会）和经分会（京东季度经营分析会）来了解并把持着京东的发展情况。尤其是前两个会议，各个板块或业务线、职能部门的一号位都会参与，刘强东既能掌握业务进展，还能了解人事行政、企业文化等内容，甚至不忘鼓励参会人员“有什么话都当面说出来，高效解决”。除了通过与业务负责人了解情况，刘强东还会利用京东内网充分获悉公司情况。有知情人士向虎嗅表示，刘强东有时在会上会说一两个“只有京东基层员工才知道的槽点或者笑点”。但明尼苏达事件一拖就是四年，直到2022年10月，两位当事人才以联合声明的形式宣告达成和解，为这个扑朔迷离的案件画下了句号。之后，刘强东通过与妻子逛超市、生三胎等新闻，极力破除感情不和的质疑，挽回形象。03能否重返“东时代”口碑形象崩塌可以再建，商机错过就没那么容易找回。刘强东“退居幕后”的四年，正是短视频直播快速发展、电商新势力强势崛起的四年。京东不仅没能抓住视频直播的风口，还面临拼多多对其江湖地位的威胁，处境艰难。此时回归京东，重掌大权，无疑是重建口碑、凝聚人心的最好时机。有意思的是，2月初有网友爆料在首都机场看到刘强东；随后有接近刘强东的人士表示，其生子后就立即回国工作了。这套组合拳仿佛是在对外宣告：刘强东正式回归，成为京东台前幕后的一号位。而他回来后做的第一件事就是，统一京东零售发展战略——低价。不过，京东的低价并非简单粗暴的全网最低价，而是平衡生态内商家和用户体验后的低价。据《晚点 LatePost》获悉，2022年底刘强东提出了一条用户体验公式：（产品+服务）/价格>>1（客户预期），即希望产品和服务远超中高消费群预期，价格远超低消费群预期。同时，他对采销团队也提了一个公式：净利润+净现金流>GMV x 6%。在刘强东看来，采销最重要的是给公司带来现金流，第二才是利润。两条公式背后，反映的是京东从追求企业营收、GMV到兼顾用户、商家体验，助推GMV的业务重心调整。基于过去的“正品行货”定位，以及“正品低价、品质保障、配送及时”追求，京东一直以来都更重视自营业务、品牌商家的发展，在流量分发、搜索呈现、抽佣补贴等方面均有不同程度倾斜。这套规则现今正在被打破。刘强东在内部会上明确表示，自营和POP（自主经营店铺生意的第三方卖家）就是竞争关系，不区分自营和 POP，只在乎消费者满不满意。他还在京东物流的会上强调，不要求商家必须使用京东物流，“他们想用极兔或者通达系快递，就让他们用。”这就意味着，京东为了找回低价优势和品类丰富度，挖掘或拉回用户，正在降低对物流时效、品质行货的重视度。换言之，那个追求“多快好省”品质消费体验的京东，已经自主对服务分级，率先强调“多”和“省”。而这恰恰与京东二十多年来沉淀的竞争优势相反。而所谓的“百亿补贴”也惨遭诟病，据《橡果商业评论》自多位消费者处了解到，因为百亿补贴上线，一些商品升级为“百亿补贴”商品后降价，此前高价购买的消费者在价保期内申请价保被拒绝。客服声称，补贴不是降价，不享受价保；甚至有消费者拨打客服电话理论，却被强制挂断。一些热门电子产品低价上线后，普通人率先要与黄牛拼手速，短时间内产品库存就被“清0”；在抖音有大量黄牛发布京东“百亿补贴”抢苹果产品教程，每日还更新收购价格。“首月10亿”先富黄牛，“价保失灵”惹怒老顾客，京东“百亿补贴”剩下90亿的效果能有几分？法律人士告诉《橡果商业评论》，京东此举涉嫌虚假宣传，可认定为欺诈。2020年，京东二次上市时更新了集团战略定位，从一家“领先的技术驱动的电商公司”转型为“领先的以供应链为基础的技术与服务企业”。很显然，其最大优势就在于品控服务和物流配送，对应“好”和“快”。这种优势在过去几年特殊需求时期，更是表现得淋漓尽致。要从优势供应链环节，转向并不擅长的货品和价格盘发展，京东面临的内部挑战不少。重新回到牌桌的刘强东，刚刚跨过第四个本命年。他能否打个漂亮翻身仗，只能交给时间检验。","news_type":1,"symbols_score_info":{"JD":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":2997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625101556,"gmtCreate":1676266698075,"gmtModify":1676267369725,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin 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11:26","market":"other","language":"zh","title":"公司高管轮番减持，新东方在线跌超19%","url":"https://stock-news.laohu8.com/highlight/detail?id=1172625349","media":"老虎资讯综合","summary":"2月13日，公司高管轮番减持，新东方在线跌超19%。2023年2月7日孙东旭以55.6115港元的均价出售193万股，套现1.07亿港元，持股从1.57%降至1.38%。2月8日，孙东旭以56.945","content":"<html><head></head><body><p>2月13日，<b>公司高管轮番减持，</b>新东方在线跌超19%。</p><p>2023年2月7日孙东旭以55.6115港元的均价出售193万股，套现1.07亿港元，持股从1.57%降至1.38%。2月8日，孙东旭以56.9451港元的均价出售193万股，套现1.1亿港元，持股从1.37%降至1.18%。</p><p>同期，新东方在线CFO尹强也进行了减持，尹强此次减持100万股，减持均价为61.59港元，套现6159万港元。此次减持后，尹强持股从0.5%降至0.4%。</p><p><img src=\"https://static.tigerbbs.com/5f4ee7ebd6d6f6b71e8f1f202f5a89c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","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 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11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月13日，<b>公司高管轮番减持，</b>新东方在线跌超19%。</p><p>2023年2月7日孙东旭以55.6115港元的均价出售193万股，套现1.07亿港元，持股从1.57%降至1.38%。2月8日，孙东旭以56.9451港元的均价出售193万股，套现1.1亿港元，持股从1.37%降至1.18%。</p><p>同期，新东方在线CFO尹强也进行了减持，尹强此次减持100万股，减持均价为61.59港元，套现6159万港元。此次减持后，尹强持股从0.5%降至0.4%。</p><p><img src=\"https://static.tigerbbs.com/5f4ee7ebd6d6f6b71e8f1f202f5a89c3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0449833ee4bd3e2db783cdd1924d9ddc","relate_stocks":{"01797":"东方甄选"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172625349","content_text":"2月13日，公司高管轮番减持，新东方在线跌超19%。2023年2月7日孙东旭以55.6115港元的均价出售193万股，套现1.07亿港元，持股从1.57%降至1.38%。2月8日，孙东旭以56.9451港元的均价出售193万股，套现1.1亿港元，持股从1.37%降至1.18%。同期，新东方在线CFO尹强也进行了减持，尹强此次减持100万股，减持均价为61.59港元，套现6159万港元。此次减持后，尹强持股从0.5%降至0.4%。","news_type":1,"symbols_score_info":{"01797":0.9}},"isVote":1,"tweetType":1,"viewCount":1815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":415709730574344,"gmtCreate":1742520611727,"gmtModify":1742520613498,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin 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雷总做首富是中国产业升级和制造业科技变革的体现，不比卖水的造房子的做首富强吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/408042376650880","isVote":1,"tweetType":1,"viewCount":2665,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529444659293306","authorId":"3529444659293306","name":"与时间为友","avatar":"https://static.tigerbbs.com/44e6c2e3d8f1287ba22cf3d3d0718c4c","crmLevel":7,"crmLevelSwitch":1,"idStr":"3529444659293306","authorIdStr":"3529444659293306"},"content":"首富很危险啊[龇牙]","text":"首富很危险啊[龇牙]","html":"首富很危险啊[龇牙]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408127276089856,"gmtCreate":1740662125743,"gmtModify":1740662126937,"author":{"id":"4100738399147620","authorId":"4100738399147620","name":"Kevin 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