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虎说八道

虎虎生威，股票大涨

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- 虎说八道虎说八道
  ·2020-09-22
  $乐享互动(06988)$10万股一股没中，耍猴呢
  4,898 2
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- 虎说八道虎说八道
  ·2020-09-17
  $福禄控股(02101)$为什么我没中
  4,974 1
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- 虎说八道虎说八道
  ·2020-08-07
  $Freeline Therapeutics Holdings plc(FRLN)$这个怎么样
  4,098 评论
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- 虎说八道虎说八道
  ·2020-06-17
  $康基医疗(09997)$怎么是额度补充中，购买不了啊
  8,164 1
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- 虎说八道虎说八道
  ·2020-04-04
  $瑞幸咖啡(LK)$这家骗子公司肯定要倒闭
  5,536 1
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- 虎说八道虎说八道
  ·2020-02-24
  $京东(JD)$ $阿里巴巴(BABA)$ $拼多多(PDD)$ 京东自建物流的优势在疫情中充分凸显出来
  疫情下的京东，拼实力还是靠运气？
  一开年，各大企业的商业计划随疫情打乱。当年的非典改变了人们的消费习惯，成为了电商发展的催化剂。这次的冠状肺炎，让各企业纷纷开展预案，业务深受影响的同时，也在合力抗击疫情。现在物流、生鲜电商及在线服务
  疫情下的京东，拼实力还是靠运气？
  5,371 评论
  2
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- 虎说八道虎说八道
  ·2020-02-24
  $京东(JD)$京东今天又要暴涨啊
  6,297 2
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- 虎说八道虎说八道
  ·2020-02-18
  $京东(JD)$京东通过自有物流，这次在疫情中获利最大，好多东西都卖断货
  7,840 2
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- 虎说八道虎说八道
  ·2020-02-18
  $跟谁学(GSX)$发财了
  4,936 1
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- 虎说八道虎说八道
  ·2020-02-13
  $阿里巴巴(BABA)$大家都不敢外出后，肯定都是在电商上买东西啊，免平台费用可以带来更多的商家
  5,280 1
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href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>这家骗子公司肯定要倒闭","text":"$瑞幸咖啡(LK)$这家骗子公司肯定要倒闭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/921070834","isVote":1,"tweetType":1,"viewCount":5536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980228550,"gmtCreate":1582530890470,"gmtModify":1704346651383,"author":{"id":"3436741065203119","authorId":"3436741065203119","name":"虎说八道","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3436741065203119","authorIdStr":"3436741065203119"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 京东自建物流的优势在疫情中充分凸显出来","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 京东自建物流的优势在疫情中充分凸显出来","text":"$京东(JD)$ $阿里巴巴(BABA)$ $拼多多(PDD)$ 京东自建物流的优势在疫情中充分凸显出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980228550","repostId":"1145238133","repostType":2,"repost":{"id":"1145238133","kind":"news","pubTimestamp":1582530205,"share":"https://www.laohu8.com/m/news/1145238133?lang=zh_CN&edition=full","pubTime":"2020-02-24 15:43","market":"us","language":"zh","title":"疫情下的京东，拼实力还是靠运气？","url":"https://stock-news.laohu8.com/highlight/detail?id=1145238133","media":"Dolphin海豚智库","summary":"一开年，各大企业的商业计划随疫情打乱。当年的非典改变了人们的消费习惯，成为了电商发展的催化剂。这次的冠状肺炎，让各企业纷纷开展预案，业务深受影响的同时，也在合力抗击疫情。\n现在物流、生鲜电商及在线服务","content":"<p><span>一开年，各大企业的商业计划随疫情打乱。当年的非典改变了人们的消费习惯，成为了电商发展的催化剂。这次的冠状肺炎，让各企业纷纷开展预案，业务深受影响的同时，也在合力抗击疫情。</span></p>\n<p><span>现在物流、生鲜电商及在线服务等行业均迎来了爆发式的增长机会，而机遇面前人人平等。所谓养兵千日用兵一时，抛去价格战，真正有竞争力的电商企业是有自营且自建供应链物流的，我们最熟悉的当属<a href=\"https://laohu8.com/S/JD\">京东</a><a href=\"https://laohu8.com/S/JD\">$(JD)$</a>。所以此次疫情，到底会对京东的一季度业务造成何种影响呢？</span></p>\n<p><span><b>►机遇成就有准备的人</b></span></p>\n<p><span>京东2019年Q3财报显示：营收1348亿元。包括电商零售净收入1188.5亿元，净服务收入160亿元，净服务收入占净收入的比重稳步提升至11.9%。其中，京东60%的产品都是自营，服务收入中，物流及其他服务收入同比大涨94%，外部收益占到京东物流总营收的40%。相比基数大，经济规模触顶的电商业务，现在物流比重逐渐拉大，成了京东营收的催化剂。</span></p>\n<p><img src=\"https://static.tigerbbs.com/a62509a1f373740ee00c96ef831eb549\"><span>数据来源：京东历年财报</span></p>\n<p><span>京东的优势在于，自营业务和物流服务。不同于天猫的自营，京东有货权。先把货从供应商处买下，通过自有物流团队管理并配送。从供应链来看，京东效率更高。春节期间京东自营不打烊，即便是私人件也可以通过京东自建物流收寄。</span></p>\n<p><span>对于疫情这种不可抗力，其他电商平台因为工厂停工、档口缺货，快递停运的缘故业务深受影响。即便是逐步恢复三通一达，也只能达到四成运力。此时的京东物流仍然保持高效运作，足以占据用户心智和市场份额，为一季度的业务增量打下基础。</span></p>\n<p><span>回首2019年，京东物流初步实现盈亏平衡。资本市场普遍认为京东物流有更好的前景，京东股价随之回暖。京东物流为什么能从低谷反弹，从被马云嗤之以鼻的业务成为独立造血的现金牛呢？</span></p>\n<p><span>物流崛起的原因主要在于效率的提升，规模经济放大。一方面，京东物流从为自营电商服务，到全面对市场开放，加强了其输出能力；另外，五年前京东物流大举进入低线城市，随着布局完善，效率也随之提升，进而大量外部订单进入，物流成本大幅度下降。</span></p>\n<p><span>而在今年春节，京东再次用它的供应链和人力告诉我们，什么叫：机遇面前人人平等，凭什么京东能赢？</span></p>\n<p><span>京东物流网由中小件、大件、冷链、B2B、跨境和达达（众包）构成，协同作用，涵盖生活到商业的多用户需求，更为抗击疫情起了至关重要的作用。所谓养兵千日用兵一时，京东的快递小哥，仓储员工和客服人员等共同奋斗在一线，为应急物资的筹集、运输及分发共同出力。为武汉捐赠的物资，仅耗时七小时便安全送达。</span></p>\n<p><img src=\"https://static.tigerbbs.com/a2c23b0b373533f3ea58c4d2d956d4ed\"></p>\n<p><span>京东零售集团CEO徐雷谈到：以供应链为基础的能力和用户体验的提升是增长的驱动力——“无论以前，现在还是未来，我们一直在优化供应链的能力”。正因为京东数十年磨一剑，才让机遇来临时，自己成为赢家。</span></p>\n<p><span>曾经并不看好京东斥重资打造物流的阿里，也不得不加码菜鸟网络。即便是当下大火的生鲜电商，如每日优鲜等也无一不把构建高效的配送体系放在首要位置。</span></p>\n<p><span><b>►一季度京东仍可领涨</b></span></p>\n<p><span>节前的电商价格战乐此不疲，“百亿”、“千亿”补贴持续加码。突如其来的疫情变数，让各电商开始秀实力——仓储、供应链、物流以及服务。</span></p>\n<p><span>公开数据显示，春节期间京东超市货品供应充足。粮油成交额同比增长15倍，仅1月19日至22日期间，京东平台口罩累计售出超过1.26亿只、消毒液累计销售31万瓶，洗手液累计销售100万瓶。在1月22日，武汉宣布封城的前一天，口罩的销量环比上月日均，增幅高达48倍。</span></p>\n<p><span>2019年Q3京东的收入结构更贴近近期业务实际占比，所以以其财报数据为分析依据。从各业务占比来看，疫情对京东的影响是增量。</span></p>\n<p><span>电商零售业务营收超千亿，包括60%的自营业务和40%的非自营业务。意味着，疫情影响了京东零售的“此消彼长”。非自营业务因为货源和快递停运问题，不得不愁云惨淡；自营业务供不应求，营销支出减少，并逆势而涨。</span></p>\n<p><span>实际上，按照商品类目的不同，家电销售量减少，数码通讯及快消品则有增长。家电、数码属于京东的核心类目，由于大家电类需要送货上门或是提供安装服务，所以消费者不倾向于在疫情期间购买家电，对此会有负面影响；据了解，即便整体市场对手机通讯类需求在降低，但京东的销量却逆势而涨；另外，快消品供不应求，以及凑单购买等也带动了京东商城相关商品的销量。</span></p>\n<p><span>过百亿的服务性收入中，物流收入约占40%，也将迎来涨势，京东到家在春节期间使用量提升，其达达物流收益可观。至少在通达系“休假”到完全恢复运力的这段时间内，其业务被京东物流分担了。</span></p>\n<p><img src=\"https://static.tigerbbs.com/9b8764f8c1f6aa6873c5aaab0959d9f6\"><span>数据来源：京东历年财报</span></p>\n<p><span>由此利好了京东到家。受疫情影响，线下商超的门店客流量骤降，由此衍生了线上线下融合的全渠道零售运营。在此基础上，京东到家作为平台，其达达物流解决了线下商超的末端配送问题，带动了用户购买以及商家入驻。</span></p>\n<p><span>值得注意的是，占服务性收入60%的广告及佣金收入将小幅度下滑，京东本月发布的《11项补贴政策，与25万商家共渡难关》的文章称，面向平台25万商家推出11项补贴支持措施，涵盖费用减免、金融和物流支持、流量支持、技术支持等。</span></p>\n<p><span>从费用角度来看，一方面一季度的营销支出将会降低，另一方面物流履约费用仍可保持稳定。</span></p>\n<p><span>从新增用户角度来看，现在京东的每一分增长都是从阿里和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>手里抢来的。春节期间阿里核心电商业务受损，用户购物需求不变，很有可能选择京东商城。预计一季度京东用户同比增长有大幅提高。不过疫情之后用户的留存问题，则取决于京东的综合实力。</span></p>\n<p><span>此前京东公开表示新增用户近七成来自下沉市场，意味着京喜上线后带动了低线城市的消费潮。因为京喜对标聚划算和拼多多，可以满足不同市场人群的多样化需求。京东的老用户中，用户粘性大，购买力强，而新用户是价格敏感人群，后续要做的就是价位升级，将京喜的流量转移至京东商城。虽然目前京喜的物流仍然是通达系，但不排除京东自建物流在低线城市完善布局，扩大规模，成本降低后也会成为京喜的优势所在。</span></p>\n<p><span>总结来看，京东2020年Q1季度营收仍能保持涨势，主要得益于自营业务在以疫情间保持较大增幅，以及物流的规模效应放大，随着订单量提升，其成本固定并可控，利润亦会随之增加。相比其他电商平台来说，京东是屈指可数的受疫情影响而正增长的企业。</span></p>\n<p><span><b>►价格休战，疫情之下拼实力</b></span></p>\n<p><span>京东零售CEO徐雷表示，2020年京东零售会实现有质量加速增长的发展路径。具体来说，则是交易额、收入、用户、利润这四大核心指标上均实现加速增长。而这四点也正是中国整个电商零售业的增长机会所在。</span></p>\n<p><span>这次疫情，给了京东一个台下十年功，台上一分钟的展示机会。但疫情终将会结束，疫情之后看长远发展，还是要拼自身实力。对于京东来说，做好充分的准备才能应对种种突发状况，保持用户的留存。</span></p>\n<p><span>首先，下沉市场已经崛起，低线城市消费能力不容小觑。另外，老年市场步入快轨，其收入更加稳定，生活压力相对较小，消费意愿更高。其次，即时消费已经在一线城市呈现，消费者对半小时达，一小时达有了更多的需求。在此基础上，打造线上线下全渠道运营不失为更好的准备方向。</span></p>\n<p><span>对于京东来说，突出的供应链和优质的服务是其在疫情中脱颖而出的杀手锏。不过，快递行业细分领域的竞争如火如荼，眼前以“快”为特点的顺丰以及价格更低的通达系等都有自己的一杯羹，京东物流的入场让行业竞争更加激烈，最终获益的还是消费者。所以，如何在不打价格战的前提下，让消费者看到京东的优势？这是很重要的课题。</span></p>\n<p><span>有公开消息称，京东物流将谋求上市。杀入资本市场显然是不错的选择，随着京东物流逐渐开放，未来有望成为造血池。独立IPO可以提高市场竞争力，扩大利润。为京东的估值再加码。</span></p>\n<p><img src=\"https://static.tigerbbs.com/b2e4a5ecba15e2dd8fc3bad469de90f3\"><span>数据来源：京东历年财报</span></p>\n<p><b><span>不拼价格，拼实力，京东还是很有发言权。</span></b></p>","source":"lsy1567649642120","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>疫情下的京东，拼实力还是靠运气？</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{ 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}\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疫情下的京东，拼实力还是靠运气？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-24 15:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/mVe_M2nSkBRSTDe1EbtZ_w><strong>Dolphin海豚智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一开年，各大企业的商业计划随疫情打乱。当年的非典改变了人们的消费习惯，成为了电商发展的催化剂。这次的冠状肺炎，让各企业纷纷开展预案，业务深受影响的同时，也在合力抗击疫情。\n现在物流、生鲜电商及在线服务等行业均迎来了爆发式的增长机会，而机遇面前人人平等。所谓养兵千日用兵一时，抛去价格战，真正有竞争力的电商企业是有自营且自建供应链物流的，我们最熟悉的当属京东$(JD)$。所以此次疫情，到底会对京东的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/mVe_M2nSkBRSTDe1EbtZ_w\">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/85453b4e4d4b3e612f5d5572c40c69ca","relate_stocks":{"JD":"京东"},"source_url":"https://mp.weixin.qq.com/s/mVe_M2nSkBRSTDe1EbtZ_w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145238133","content_text":"一开年，各大企业的商业计划随疫情打乱。当年的非典改变了人们的消费习惯，成为了电商发展的催化剂。这次的冠状肺炎，让各企业纷纷开展预案，业务深受影响的同时，也在合力抗击疫情。\n现在物流、生鲜电商及在线服务等行业均迎来了爆发式的增长机会，而机遇面前人人平等。所谓养兵千日用兵一时，抛去价格战，真正有竞争力的电商企业是有自营且自建供应链物流的，我们最熟悉的当属京东$(JD)$。所以此次疫情，到底会对京东的一季度业务造成何种影响呢？\n►机遇成就有准备的人\n京东2019年Q3财报显示：营收1348亿元。包括电商零售净收入1188.5亿元，净服务收入160亿元，净服务收入占净收入的比重稳步提升至11.9%。其中，京东60%的产品都是自营，服务收入中，物流及其他服务收入同比大涨94%，外部收益占到京东物流总营收的40%。相比基数大，经济规模触顶的电商业务，现在物流比重逐渐拉大，成了京东营收的催化剂。\n数据来源：京东历年财报\n京东的优势在于，自营业务和物流服务。不同于天猫的自营，京东有货权。先把货从供应商处买下，通过自有物流团队管理并配送。从供应链来看，京东效率更高。春节期间京东自营不打烊，即便是私人件也可以通过京东自建物流收寄。\n对于疫情这种不可抗力，其他电商平台因为工厂停工、档口缺货，快递停运的缘故业务深受影响。即便是逐步恢复三通一达，也只能达到四成运力。此时的京东物流仍然保持高效运作，足以占据用户心智和市场份额，为一季度的业务增量打下基础。\n回首2019年，京东物流初步实现盈亏平衡。资本市场普遍认为京东物流有更好的前景，京东股价随之回暖。京东物流为什么能从低谷反弹，从被马云嗤之以鼻的业务成为独立造血的现金牛呢？\n物流崛起的原因主要在于效率的提升，规模经济放大。一方面，京东物流从为自营电商服务，到全面对市场开放，加强了其输出能力；另外，五年前京东物流大举进入低线城市，随着布局完善，效率也随之提升，进而大量外部订单进入，物流成本大幅度下降。\n而在今年春节，京东再次用它的供应链和人力告诉我们，什么叫：机遇面前人人平等，凭什么京东能赢？\n京东物流网由中小件、大件、冷链、B2B、跨境和达达（众包）构成，协同作用，涵盖生活到商业的多用户需求，更为抗击疫情起了至关重要的作用。所谓养兵千日用兵一时，京东的快递小哥，仓储员工和客服人员等共同奋斗在一线，为应急物资的筹集、运输及分发共同出力。为武汉捐赠的物资，仅耗时七小时便安全送达。\n\n京东零售集团CEO徐雷谈到：以供应链为基础的能力和用户体验的提升是增长的驱动力——“无论以前，现在还是未来，我们一直在优化供应链的能力”。正因为京东数十年磨一剑，才让机遇来临时，自己成为赢家。\n曾经并不看好京东斥重资打造物流的阿里，也不得不加码菜鸟网络。即便是当下大火的生鲜电商，如每日优鲜等也无一不把构建高效的配送体系放在首要位置。\n►一季度京东仍可领涨\n节前的电商价格战乐此不疲，“百亿”、“千亿”补贴持续加码。突如其来的疫情变数，让各电商开始秀实力——仓储、供应链、物流以及服务。\n公开数据显示，春节期间京东超市货品供应充足。粮油成交额同比增长15倍，仅1月19日至22日期间，京东平台口罩累计售出超过1.26亿只、消毒液累计销售31万瓶，洗手液累计销售100万瓶。在1月22日，武汉宣布封城的前一天，口罩的销量环比上月日均，增幅高达48倍。\n2019年Q3京东的收入结构更贴近近期业务实际占比，所以以其财报数据为分析依据。从各业务占比来看，疫情对京东的影响是增量。\n电商零售业务营收超千亿，包括60%的自营业务和40%的非自营业务。意味着，疫情影响了京东零售的“此消彼长”。非自营业务因为货源和快递停运问题，不得不愁云惨淡；自营业务供不应求，营销支出减少，并逆势而涨。\n实际上，按照商品类目的不同，家电销售量减少，数码通讯及快消品则有增长。家电、数码属于京东的核心类目，由于大家电类需要送货上门或是提供安装服务，所以消费者不倾向于在疫情期间购买家电，对此会有负面影响；据了解，即便整体市场对手机通讯类需求在降低，但京东的销量却逆势而涨；另外，快消品供不应求，以及凑单购买等也带动了京东商城相关商品的销量。\n过百亿的服务性收入中，物流收入约占40%，也将迎来涨势，京东到家在春节期间使用量提升，其达达物流收益可观。至少在通达系“休假”到完全恢复运力的这段时间内，其业务被京东物流分担了。\n数据来源：京东历年财报\n由此利好了京东到家。受疫情影响，线下商超的门店客流量骤降，由此衍生了线上线下融合的全渠道零售运营。在此基础上，京东到家作为平台，其达达物流解决了线下商超的末端配送问题，带动了用户购买以及商家入驻。\n值得注意的是，占服务性收入60%的广告及佣金收入将小幅度下滑，京东本月发布的《11项补贴政策，与25万商家共渡难关》的文章称，面向平台25万商家推出11项补贴支持措施，涵盖费用减免、金融和物流支持、流量支持、技术支持等。\n从费用角度来看，一方面一季度的营销支出将会降低，另一方面物流履约费用仍可保持稳定。\n从新增用户角度来看，现在京东的每一分增长都是从阿里和拼多多手里抢来的。春节期间阿里核心电商业务受损，用户购物需求不变，很有可能选择京东商城。预计一季度京东用户同比增长有大幅提高。不过疫情之后用户的留存问题，则取决于京东的综合实力。\n此前京东公开表示新增用户近七成来自下沉市场，意味着京喜上线后带动了低线城市的消费潮。因为京喜对标聚划算和拼多多，可以满足不同市场人群的多样化需求。京东的老用户中，用户粘性大，购买力强，而新用户是价格敏感人群，后续要做的就是价位升级，将京喜的流量转移至京东商城。虽然目前京喜的物流仍然是通达系，但不排除京东自建物流在低线城市完善布局，扩大规模，成本降低后也会成为京喜的优势所在。\n总结来看，京东2020年Q1季度营收仍能保持涨势，主要得益于自营业务在以疫情间保持较大增幅，以及物流的规模效应放大，随着订单量提升，其成本固定并可控，利润亦会随之增加。相比其他电商平台来说，京东是屈指可数的受疫情影响而正增长的企业。\n►价格休战，疫情之下拼实力\n京东零售CEO徐雷表示，2020年京东零售会实现有质量加速增长的发展路径。具体来说，则是交易额、收入、用户、利润这四大核心指标上均实现加速增长。而这四点也正是中国整个电商零售业的增长机会所在。\n这次疫情，给了京东一个台下十年功，台上一分钟的展示机会。但疫情终将会结束，疫情之后看长远发展，还是要拼自身实力。对于京东来说，做好充分的准备才能应对种种突发状况，保持用户的留存。\n首先，下沉市场已经崛起，低线城市消费能力不容小觑。另外，老年市场步入快轨，其收入更加稳定，生活压力相对较小，消费意愿更高。其次，即时消费已经在一线城市呈现，消费者对半小时达，一小时达有了更多的需求。在此基础上，打造线上线下全渠道运营不失为更好的准备方向。\n对于京东来说，突出的供应链和优质的服务是其在疫情中脱颖而出的杀手锏。不过，快递行业细分领域的竞争如火如荼，眼前以“快”为特点的顺丰以及价格更低的通达系等都有自己的一杯羹，京东物流的入场让行业竞争更加激烈，最终获益的还是消费者。所以，如何在不打价格战的前提下，让消费者看到京东的优势？这是很重要的课题。\n有公开消息称，京东物流将谋求上市。杀入资本市场显然是不错的选择，随着京东物流逐渐开放，未来有望成为造血池。独立IPO可以提高市场竞争力，扩大利润。为京东的估值再加码。\n数据来源：京东历年财报\n不拼价格，拼实力，京东还是很有发言权。","news_type":1,"symbols_score_info":{"JD":0.6}},"isVote":1,"tweetType":1,"viewCount":5371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980228135,"gmtCreate":1582530798327,"gmtModify":1704346650530,"author":{"id":"3436741065203119","authorId":"3436741065203119","name":"虎说八道","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3436741065203119","authorIdStr":"3436741065203119"},"themes":[],"title":"","htmlText":"<a 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