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健康 幸福 自由
08-25
还要割散户的肉
@__沙子:
$一亩田(YMT)$
让投资者吃上粑粑
健康 幸福 自由
08-25
垃圾公司
@大大方方正正:
$一亩田(YMT)$
准备反弹起飞
健康 幸福 自由
08-23
这么说他们来上市就是来割韭菜的
“e公司观察”从一亩田IPO大跌看农业B2B之难
健康 幸福 自由
06-03
$微黄金主连 2508(MGCmain)$
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href=\"https://laohu8.com/S/BIDU\">百度</a>辞职，正式创办了一亩田，希望撮合农产品和贸易商交易。</p><p>一亩田吸引了众多知名投资者，2013年12月一亩田获得1500万美元的A轮融资，红杉中国参投；2014年7月，红杉中国、光信资本参与了B轮2000万美元融资；2015年7月，一亩田完成数千万美元C轮融资。在2016—2019年期间，红杉、真格基金、易贸控股、云峰投资等均参与了一亩田C轮融资，2019年1月2日，一亩田宣布完成C轮系列数亿元融资，由华创领投，红杉等老股东进行了跟投。一亩田上市前红杉中国持有其15.9%的股份，是一亩田最大的外部机构股东方。</p><p>当时不少投资者将一亩田当做下一个滴滴<a href=\"https://laohu8.com/S/MPNGY\">美团</a>。2015年春节后，一亩田从只有250多人到2015年5月扩充到近3000人，估值被投资机构<span>追高</span>到10亿美元。</p><p>一亩田发展14年，在众多知名机构的追捧下，为何年营收还不到两亿元，营收增长缓慢？</p><p>一亩田作为信息撮合者，介入农业产前信息撮合、产中管理、产后交易全流程，为卖家与批发摊主提供对接等服务。这些环节产值不小，但是想要从中赚钱并不容易。我国农业目前还是以小农户为基础，农业比较分散，服务很难标准化，仅仅通过提供信息而撮合交易并不容易，辨别信息真假的成本太高，如果交易难以撮合成功，将挫伤商户的积极性。</p><p>在农业信息平台上，大多是小商户，平台没有能力让其中一部分人成长起来，也没有办法吸引到有实力的商户，购买平台流量，交易也没有办法量化，只能通过会员费的方式完成营收，一些需要用户掏钱的付费服务，又会让用户产生厌烦心理。</p><p>农业信息撮合服务最大的问题是达成交易的难度较大，用户难以从中谋利，支付费用的愿望也就比较薄弱。</p></article></body></html>","source":"tencent","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>“e公司观察”从一亩田IPO大跌看农业B2B之难</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; 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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“e公司观察”从一亩田IPO大跌看农业B2B之难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 21:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508222134409759127d&s=b><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一亩田8月19日晚间纳斯达克上市首日跌31.7%，市值3.2亿美元，该公司在农业B2B领域耕耘多年，已是该领域的知名公司，有众多知名投资机构加持，却还是一个年营收只有1.61亿元的公司，其投资回报难以令投资人满意。一亩田展示出来的数据很好看，招股书显示，截至2024年底平台商户总量突破3800万，SKU数量达2100万；年促成1.47亿次搜索、5.83亿次沟通及1.87亿次潜在交易；服务网络覆盖...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508222134409759127d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508222134409759127d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561011894","content_text":"一亩田8月19日晚间纳斯达克上市首日跌31.7%，市值3.2亿美元，该公司在农业B2B领域耕耘多年，已是该领域的知名公司，有众多知名投资机构加持，却还是一个年营收只有1.61亿元的公司，其投资回报难以令投资人满意。一亩田展示出来的数据很好看，招股书显示，截至2024年底平台商户总量突破3800万，SKU数量达2100万；年促成1.47亿次搜索、5.83亿次沟通及1.87亿次潜在交易；服务网络覆盖全国超340个城市、2800个县，渗透65%以上一二级农产品批发市场。这些数据说明一亩田有很多商户，促成的潜在交易也很多，服务覆盖的城市不少，在农产品批发市场有很高的渗透率，但营收数据却展示了另一面：2022—2024年，一亩田营收分别为1.56亿元、1.88亿元和1.61亿元；对应净利润分别约为-1.16亿元、-1.06亿元和-3494.10万元。营收规模小，亏损幅度不小。一亩田日子过得很艰难。如果没有融资撑腰，很难坚持下去。一亩田成立之后，就融资不断。2011年，26岁的邓锦宏从百度辞职，正式创办了一亩田，希望撮合农产品和贸易商交易。一亩田吸引了众多知名投资者，2013年12月一亩田获得1500万美元的A轮融资，红杉中国参投；2014年7月，红杉中国、光信资本参与了B轮2000万美元融资；2015年7月，一亩田完成数千万美元C轮融资。在2016—2019年期间，红杉、真格基金、易贸控股、云峰投资等均参与了一亩田C轮融资，2019年1月2日，一亩田宣布完成C轮系列数亿元融资，由华创领投，红杉等老股东进行了跟投。一亩田上市前红杉中国持有其15.9%的股份，是一亩田最大的外部机构股东方。当时不少投资者将一亩田当做下一个滴滴美团。2015年春节后，一亩田从只有250多人到2015年5月扩充到近3000人，估值被投资机构追高到10亿美元。一亩田发展14年，在众多知名机构的追捧下，为何年营收还不到两亿元，营收增长缓慢？一亩田作为信息撮合者，介入农业产前信息撮合、产中管理、产后交易全流程，为卖家与批发摊主提供对接等服务。这些环节产值不小，但是想要从中赚钱并不容易。我国农业目前还是以小农户为基础，农业比较分散，服务很难标准化，仅仅通过提供信息而撮合交易并不容易，辨别信息真假的成本太高，如果交易难以撮合成功，将挫伤商户的积极性。在农业信息平台上，大多是小商户，平台没有能力让其中一部分人成长起来，也没有办法吸引到有实力的商户，购买平台流量，交易也没有办法量化，只能通过会员费的方式完成营收，一些需要用户掏钱的付费服务，又会让用户产生厌烦心理。农业信息撮合服务最大的问题是达成交易的难度较大，用户难以从中谋利，支付费用的愿望也就比较薄弱。","news_type":1,"symbols_score_info":{"YMT":1}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442099274314600,"gmtCreate":1748956958206,"gmtModify":1748957081730,"author":{"id":"4211437830779982","authorId":"4211437830779982","name":"健康 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自由","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4211437830779982","authorIdStr":"4211437830779982"},"themes":[],"htmlText":"这么说他们来上市就是来割韭菜的","listText":"这么说他们来上市就是来割韭菜的","text":"这么说他们来上市就是来割韭菜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470540218388792","repostId":"2561011894","repostType":2,"repost":{"id":"2561011894","kind":"news","pubTimestamp":1755869520,"share":"https://www.laohu8.com/m/news/2561011894?lang=&edition=full","pubTime":"2025-08-22 21:32","market":"us","language":"zh","title":"“e公司观察”从一亩田IPO大跌看农业B2B之难","url":"https://stock-news.laohu8.com/highlight/detail?id=2561011894","media":"e公司","summary":"一亩田吸引了众多知名投资者，2013年12月一亩田获得1500万美元的A轮融资，红杉中国参投；2014年7月，红杉中国、光信资本参与了B轮2000万美元融资；2015年7月，一亩田完成数千万美元C轮融资。一亩田上市前红杉中国持有其15.9%的股份，是一亩田最大的外部机构股东方。一亩田作为信息撮合者，介入农业产前信息撮合、产中管理、产后交易全流程，为卖家与批发摊主提供对接等服务。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/YMT\">一亩田</a>8月19日晚间纳斯达克上市首日跌31.7%，市值3.2亿美元，该公司在农业B2B领域耕耘多年，已是该领域的知名公司，有众多知名投资机构加持，却还是一个年营收只有1.61亿元的公司，其投资回报难以令投资人满意。</p><p>一亩田展示出来的数据很好看，招股书显示，截至2024年底平台商户总量突破3800万，SKU数量达2100万；年促成1.47亿次搜索、5.83亿次沟通及1.87亿次潜在交易；服务网络覆盖全国超340个城市、2800个县，渗透65%以上一二级<a href=\"https://laohu8.com/S/000061\">农产品</a>批发市场。</p><p>这些数据说明一亩田有很多商户，促成的潜在交易也很多，服务覆盖的城市不少，在农产品批发市场有很高的渗透率，但营收数据却展示了另一面：2022—2024年，一亩田营收分别为1.56亿元、1.88亿元和1.61亿元；对应<span>净利润</span>分别约为-1.16亿元、-1.06亿元和-3494.10万元。</p><p>营收规模小，亏损幅度不小。一亩田日子过得很艰难。如果没有融资撑腰，很难坚持下去。</p><p>一亩田成立之后，就融资不断。</p><p>2011年，26岁的邓锦宏从<a href=\"https://laohu8.com/S/BIDU\">百度</a>辞职，正式创办了一亩田，希望撮合农产品和贸易商交易。</p><p>一亩田吸引了众多知名投资者，2013年12月一亩田获得1500万美元的A轮融资，红杉中国参投；2014年7月，红杉中国、光信资本参与了B轮2000万美元融资；2015年7月，一亩田完成数千万美元C轮融资。在2016—2019年期间，红杉、真格基金、易贸控股、云峰投资等均参与了一亩田C轮融资，2019年1月2日，一亩田宣布完成C轮系列数亿元融资，由华创领投，红杉等老股东进行了跟投。一亩田上市前红杉中国持有其15.9%的股份，是一亩田最大的外部机构股东方。</p><p>当时不少投资者将一亩田当做下一个滴滴<a href=\"https://laohu8.com/S/MPNGY\">美团</a>。2015年春节后，一亩田从只有250多人到2015年5月扩充到近3000人，估值被投资机构<span>追高</span>到10亿美元。</p><p>一亩田发展14年，在众多知名机构的追捧下，为何年营收还不到两亿元，营收增长缓慢？</p><p>一亩田作为信息撮合者，介入农业产前信息撮合、产中管理、产后交易全流程，为卖家与批发摊主提供对接等服务。这些环节产值不小，但是想要从中赚钱并不容易。我国农业目前还是以小农户为基础，农业比较分散，服务很难标准化，仅仅通过提供信息而撮合交易并不容易，辨别信息真假的成本太高，如果交易难以撮合成功，将挫伤商户的积极性。</p><p>在农业信息平台上，大多是小商户，平台没有能力让其中一部分人成长起来，也没有办法吸引到有实力的商户，购买平台流量，交易也没有办法量化，只能通过会员费的方式完成营收，一些需要用户掏钱的付费服务，又会让用户产生厌烦心理。</p><p>农业信息撮合服务最大的问题是达成交易的难度较大，用户难以从中谋利，支付费用的愿望也就比较薄弱。</p></article></body></html>","source":"tencent","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>“e公司观察”从一亩田IPO大跌看农业B2B之难</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; 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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“e公司观察”从一亩田IPO大跌看农业B2B之难\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 21:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508222134409759127d&s=b><strong>e公司</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一亩田8月19日晚间纳斯达克上市首日跌31.7%，市值3.2亿美元，该公司在农业B2B领域耕耘多年，已是该领域的知名公司，有众多知名投资机构加持，却还是一个年营收只有1.61亿元的公司，其投资回报难以令投资人满意。一亩田展示出来的数据很好看，招股书显示，截至2024年底平台商户总量突破3800万，SKU数量达2100万；年促成1.47亿次搜索、5.83亿次沟通及1.87亿次潜在交易；服务网络覆盖...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508222134409759127d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508222134409759127d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561011894","content_text":"一亩田8月19日晚间纳斯达克上市首日跌31.7%，市值3.2亿美元，该公司在农业B2B领域耕耘多年，已是该领域的知名公司，有众多知名投资机构加持，却还是一个年营收只有1.61亿元的公司，其投资回报难以令投资人满意。一亩田展示出来的数据很好看，招股书显示，截至2024年底平台商户总量突破3800万，SKU数量达2100万；年促成1.47亿次搜索、5.83亿次沟通及1.87亿次潜在交易；服务网络覆盖全国超340个城市、2800个县，渗透65%以上一二级农产品批发市场。这些数据说明一亩田有很多商户，促成的潜在交易也很多，服务覆盖的城市不少，在农产品批发市场有很高的渗透率，但营收数据却展示了另一面：2022—2024年，一亩田营收分别为1.56亿元、1.88亿元和1.61亿元；对应净利润分别约为-1.16亿元、-1.06亿元和-3494.10万元。营收规模小，亏损幅度不小。一亩田日子过得很艰难。如果没有融资撑腰，很难坚持下去。一亩田成立之后，就融资不断。2011年，26岁的邓锦宏从百度辞职，正式创办了一亩田，希望撮合农产品和贸易商交易。一亩田吸引了众多知名投资者，2013年12月一亩田获得1500万美元的A轮融资，红杉中国参投；2014年7月，红杉中国、光信资本参与了B轮2000万美元融资；2015年7月，一亩田完成数千万美元C轮融资。在2016—2019年期间，红杉、真格基金、易贸控股、云峰投资等均参与了一亩田C轮融资，2019年1月2日，一亩田宣布完成C轮系列数亿元融资，由华创领投，红杉等老股东进行了跟投。一亩田上市前红杉中国持有其15.9%的股份，是一亩田最大的外部机构股东方。当时不少投资者将一亩田当做下一个滴滴美团。2015年春节后，一亩田从只有250多人到2015年5月扩充到近3000人，估值被投资机构追高到10亿美元。一亩田发展14年，在众多知名机构的追捧下，为何年营收还不到两亿元，营收增长缓慢？一亩田作为信息撮合者，介入农业产前信息撮合、产中管理、产后交易全流程，为卖家与批发摊主提供对接等服务。这些环节产值不小，但是想要从中赚钱并不容易。我国农业目前还是以小农户为基础，农业比较分散，服务很难标准化，仅仅通过提供信息而撮合交易并不容易，辨别信息真假的成本太高，如果交易难以撮合成功，将挫伤商户的积极性。在农业信息平台上，大多是小商户，平台没有能力让其中一部分人成长起来，也没有办法吸引到有实力的商户，购买平台流量，交易也没有办法量化，只能通过会员费的方式完成营收，一些需要用户掏钱的付费服务，又会让用户产生厌烦心理。农业信息撮合服务最大的问题是达成交易的难度较大，用户难以从中谋利，支付费用的愿望也就比较薄弱。","news_type":1,"symbols_score_info":{"YMT":1}},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471425135325640,"gmtCreate":1756125441170,"gmtModify":1756126576572,"author":{"id":"4211437830779982","authorId":"4211437830779982","name":"健康 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