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Kevinlee
IP属地：广东
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Kevinlee
Kevinlee
·
07-27
阿里确实哪方面都不是最突出的了
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Kevinlee
Kevinlee
·
07-25
$Vor Biopharma Inc.(VOR)$
感觉跌到位了，建一点点仓位
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Kevinlee
Kevinlee
·
07-25
我觉得一定是有内幕的
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Kevinlee
Kevinlee
·
06-26
创始人自愿锁定多540天，股东说不减持，哪里来的高管和员工减持的消息呢？请分享
@和着泪关灯吃面：
我开仓了$小马智行(PONY)$ ,拉高一下股价方便高管和员工减持，毕竟6.30马上到了，过了窗口就又关闭了。
我开仓了$小马智行(PONY)$ ,拉高一下股价方便高管和员工减持，毕竟6.30马上到了，过了窗口就又关闭了。
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Kevinlee
Kevinlee
·
06-17
君实生物，目前涨幅最小，且催化剂最多，我觉得就它
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Kevinlee
Kevinlee
·
06-06
$特斯拉(TSLA)$
今天早晨起来一看，居然跌14个多点。美股真的一切皆有可能。 前几天一直坚定信念会回到300以内的，没有想到这么快，赶紧捡了些筹，希望继续再降一降，让我补个仓[鬼脸]
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Kevinlee
Kevinlee
·
06-04
拼多多对于供应链的破坏性非常大，中国开始走品牌出海路线，而拼多多的模式，是一个卖廉价供应链的模式，剥削中国工厂的模式，它的模式终将走向消亡
利润下降近四成，短期承压的财报中，藏着拼多多未来增长的秘密
数据显示，荣昌卤鹅的网络曝光率增长了4050%。01“牺牲短期业绩” 拼多多说到做到5月27日，拼多多公布了2025年第一季度未经审计财务业绩，财报显示，报告期内拼多多实现营收956.722亿元，同比增长10%，增速有所放缓；实现营业利润160.856亿元，同比下降38%；实现归属于普通股股东的净利润147.42亿元，同比下降47%。鳌头财经了解到，目前“伊之福”在拼多多的销售已覆盖了周志宇工厂3亿年产值的一半。
利润下降近四成，短期承压的财报中，藏着拼多多未来增长的秘密
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Kevinlee
Kevinlee
·
05-27
马来西亚人，更喜欢冷饮，而非茶
异动解读 | 霸王茶姬盘中大涨5.33%，马来西亚扩张计划及李宗伟加盟提振信心
霸王茶姬今日盘中大涨5.33%，引发市场关注。消息面上，霸王茶姬宣布了其在马来西亚的雄心勃勃的扩张计划，目标是在未来三年内开设300家直营门店。据悉，霸王茶姬通过其子公司与马来西亚联大集团成立合资企业，霸王茶姬持股60%。马来西亚作为霸王茶姬最大的海外市场，目前已有148家门店，占据当地新茶饮市场27%的份额。市场分析认为，霸王茶姬在马来西亚的成功经验有望为其进一步拓展东南亚及其他海外市场提供宝贵借鉴。
异动解读 | 霸王茶姬盘中大涨5.33%，马来西亚扩张计划及李宗伟加盟提振信心
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Kevinlee
Kevinlee
·
05-23
你应该多了解一下估值逻辑
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Kevinlee
Kevinlee
·
05-02
买入29号到期的Call，相信云业务，AI应用提效，苹果的战略合作将在15号的业绩说明会上有较好的指引
$ALB.HK 20250529 130.00 CALL$
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,拉高一下股价方便高管和员工减持，毕竟6.30马上到了，过了窗口就又关闭了。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449797594444040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446909334704552,"gmtCreate":1750130437014,"gmtModify":1750130438227,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547550248478329","authorIdStr":"3547550248478329"},"themes":[],"htmlText":"君实生物，目前涨幅最小，且催化剂最多，我觉得就它","listText":"君实生物，目前涨幅最小，且催化剂最多，我觉得就它","text":"君实生物，目前涨幅最小，且催化剂最多，我觉得就它","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446909334704552","isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443045978337464,"gmtCreate":1749187923320,"gmtModify":1749188385047,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547550248478329","authorIdStr":"3547550248478329"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 今天早晨起来一看，居然跌14个多点。美股真的一切皆有可能。 前几天一直坚定信念会回到300以内的，没有想到这么快，赶紧捡了些筹，希望继续再降一降，让我补个仓[鬼脸] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 今天早晨起来一看，居然跌14个多点。美股真的一切皆有可能。 前几天一直坚定信念会回到300以内的，没有想到这么快，赶紧捡了些筹，希望继续再降一降，让我补个仓[鬼脸] ","text":"$特斯拉(TSLA)$ 今天早晨起来一看，居然跌14个多点。美股真的一切皆有可能。 前几天一直坚定信念会回到300以内的，没有想到这么快，赶紧捡了些筹，希望继续再降一降，让我补个仓[鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/443045978337464","isVote":1,"tweetType":1,"viewCount":2915,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548135347223407","authorId":"3548135347223407","name":"炒股小学徒","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3548135347223407","authorIdStr":"3548135347223407"},"content":"昨天收盘后夜盘又跌了4个点，然后我中午一看，又涨了最多六个点 吓死人","text":"昨天收盘后夜盘又跌了4个点，然后我中午一看，又涨了最多六个点 吓死人","html":"昨天收盘后夜盘又跌了4个点，然后我中午一看，又涨了最多六个点 吓死人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442476306702648,"gmtCreate":1749048776987,"gmtModify":1749048778956,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547550248478329","authorIdStr":"3547550248478329"},"themes":[],"htmlText":"拼多多对于供应链的破坏性非常大，中国开始走品牌出海路线，而拼多多的模式，是一个卖廉价供应链的模式，剥削中国工厂的模式，它的模式终将走向消亡","listText":"拼多多对于供应链的破坏性非常大，中国开始走品牌出海路线，而拼多多的模式，是一个卖廉价供应链的模式，剥削中国工厂的模式，它的模式终将走向消亡","text":"拼多多对于供应链的破坏性非常大，中国开始走品牌出海路线，而拼多多的模式，是一个卖廉价供应链的模式，剥削中国工厂的模式，它的模式终将走向消亡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442476306702648","repostId":"2540066183","repostType":2,"repost":{"id":"2540066183","kind":"news","pubTimestamp":1749040814,"share":"https://www.laohu8.com/m/news/2540066183?lang=&edition=full","pubTime":"2025-06-04 20:40","market":"us","language":"zh","title":"利润下降近四成，短期承压的财报中，藏着拼多多未来增长的秘密","url":"https://stock-news.laohu8.com/highlight/detail?id=2540066183","media":"鳌头财经","summary":"数据显示，荣昌卤鹅的网络曝光率增长了4050%。01“牺牲短期业绩” 拼多多说到做到5月27日，拼多多公布了2025年第一季度未经审计财务业绩，财报显示，报告期内拼多多实现营收956.722亿元，同比增长10%，增速有所放缓；实现营业利润160.856亿元，同比下降38%；实现归属于普通股股东的净利润147.42亿元，同比下降47%。鳌头财经了解到，目前“伊之福”在拼多多的销售已覆盖了周志宇工厂3亿年产值的一半。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205452144v1529f1rgabbe53\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205457887v152tuiuq1nr10w\"/><p><strong>尽管牺牲了短期业绩，但<a href=\"https://laohu8.com/S/PDD\">拼多多</a>用千亿的投入换来了万亿的市场，在长期效应的加持下，杠杆效应带来的巨量增长终将在未来显现。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205458367v152d95rujfdjde\"/><p>记者丨宁晓敏</p><p>实习生丨汗青</p><p><strong>出品丨</strong>鳌头财经</p><p>卖了6年卤鹅的周露，最近在拼多多上实现了爆单，“一夜卖了1202单，从未见过这个阵仗。”</p><p>周露的卤鹅品牌叫做“渝飨记”，是一家主营荣昌卤鹅的老字号。前段时间，“卤鹅哥”林江在互联网上爆火，也给荣昌卤鹅带来了巨量曝光。数据显示，荣昌卤鹅的网络曝光率增长了4050%。</p><p>面对泼天的流量，如何做好承接、转化是商家们要面对的关键问题，平台强大数字化能力的帮助让这一问题得到了有效解决。周露介绍，通过入选拼多多“多多好特产计划”，渝飨记品牌知名度得到了进一步提升，甚至吸引到了外国客人咨询。</p><p>平台扶持的故事同样发生在号称“北方鞋都”的河北安新，此前安新县通过承接天津等地的加工订单，涌现出一片产业集群，然而随着市场环境的变化，当地商家不可避免地陷入到同质化竞争的局面中。</p><p>鞋商王智福便经历过这一过程，单价89元的爆款鞋，面世第二年便出现了29元、39元的“同款”，王智福不仅订单量锐减九成，仓库内还积压了十万双。王智福决定跳出价格竞争的桎梏，推出了成本近百元的碳板跑鞋，这一价格已经接近当地的平均<span>出货</span>价，过去的渠道难以消化吸收，找到新销路成为破局关键。</p><p>这款售价299的跑鞋一开始在传统电商平台并未获得销量，在转战拼多多后，得益于平台的“新质商家百亿扶持计划”，王智福的跑鞋成为主推产品，其店铺的月销售额迅速突破数百万元。</p><p>更多的周露、王智福在拼多多上涌现，根据分析机构估算，今年一季度拼多多GMV增速16%，GMV规模1.07万亿，拼多多对商家“扶持+减免”的政策，带动了上万亿的消费规模。</p><p>代价则是拼多多营收增速的放缓与利润率的下降，值得吗？</p><p><strong>0</strong><strong>1</strong></p><p><strong>“牺牲短期业绩” 拼多多说到做到</strong></p><p>5月27日，拼多多公布了2025年第一季度未经审计财务业绩，财报显示，报告期内拼多多实现营收956.722亿元，同比增长10%，增速有所放缓；实现<span>营业利润</span>160.856亿元，同比下降38%；实现归属于普通股股东的<span>净利润</span>147.42亿元，同比下降47%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205458784v15225ioiznbwlv\"/><p>单从营收和利润数据看，增速放缓、利润腰斩，拼多多似乎增长乏力了，进一步分析财务数据便可发现，拼多多业绩放缓的背后则是公司“敢于牺牲短期业绩”的战略选择。</p><p>两个数据值得注意，一是拼多多一季度交易服务收入增速仅为6%，上季度该指标的增速为33%；二是销售和营销费用较去年同期的234亿元大增43%，净增额达到了100亿元。</p><p>“总体GMV增长了16%，但佣金收入只增长了6%，说明拼多多把更多的利润让给了平台商家，自身承担了交易规模上涨的更多成本。”行业分析人士向鳌头财经表示，“营销费用的上涨更是说明了拼多多用‘真金白银’补贴商家和消费者，而不是像某些平台，把很大一部分营销费用转嫁到了商户身上。”</p><p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>的研报也指出，“交易服务收入不及预期表明了拼多多在商户扶持和佣金减免上的激进投入。”</p><p>在一季报发布后，拼多多执行董事、联席CEO赵佳臻表示，“平台对商家的帮扶范畴将从头部腰部拓展至中小商家，敢于啃高质量发展中的硬骨头。”对于啃硬骨头，拼多多有充足的底气，财报显示，一季度经营活动现金净额155.2亿元，现金及短期投资余额3645亿元。</p><p>换言之，尽管扶持商家的激进举措会让拼多多在收入和利润上承压，但牺牲短期业绩换来的是“商家-消费者-产业带”这一价值循环的重构，拼多多的战略选择更像是一种“蓄力”，以短期业绩的迟滞换取未来更高的成长性。</p><p><strong>0</strong><strong>2</strong></p><p><strong>千亿扶持换来万亿市场</strong></p><p><strong>拼多多找到了撬动增长的杠杆</strong></p><p>除了蓄力，还要蓄水。当下的消费环境正在快速变化，在产业端，同质化竞争困局随处可见，产业带升级需求迫切；在消费端，消费者个性化、功能化消费需求提升，供需匹配效率亟待提升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205459958v152q8minq73rgy\"/><p>“中国庞大的消费市场可看作一个水池，其中主要部分仍是万千中小型商家，当中小型商家面临生存危机，水池的供水能力便会下降。”行业观察人士向鳌头财经表示。</p><p>拼多多要做的便是向水池中持续蓄水，构建出更加健康的商家生态系统。在拼多多董事长、联系CEO陈磊看来，“对商家的反哺和投入是该阶段平台必须承担的社会责任，只有优先保障用户和商家的利益，才能创造更优质的平台生态。”</p><p>在产业端，拼多多在今年4月初推出了“千亿扶持”，计划未来三年内投入资金、流量等资源超过1000亿元，加码高质量电商生态建设，助推平台商家新质转型升级，全力构建用户、商家及平台多方共赢的商业生态；在消费端，“千亿扶持”落地了多项补贴政策普惠消费者，平台百亿补贴频道更是新增了“100亿商家回馈计划”，先后投入100亿元消费券。</p><p>在拼多多的持续扶持下，商家迎来了新的发展契机，金华市下属的永康县是浙江有名的“五金之都”，周志宇的厨具工厂便坐落于此。在过去，工厂的主要订单来自于海外代工，周志宇自创的品牌“伊之福”作为产业带白牌，在传统电商平台平没有较好的发展机会。</p><p>在入驻拼多多后，“伊之福”很快迎来爆单，周志宇坦言，拼多多对于商家的扶持，以及轻运营、重产品的平台逻辑是“伊之福”快速成长的关键。“相较其他平台，拼多多ROI更高，且运营相对简单，这从我们的人力配置便有体现，我们一名拼多多运营可以同时管理三家店铺，其他平台我们是6个运营同时负责一家店铺。”鳌头财经了解到，目前“伊之福”在拼多多的销售已覆盖了周志宇工厂3亿年产值的一半。</p><p>在消费市场中，除了大牌产品，还有无数像周露、王智福、周志宇一样的中小型商家，他们也是供给端的重要组成部分，他们的健康成长，带动了消费规模的增长，也为拼多多带来了上万亿消费的成效。</p><p>尽管牺牲了短期业绩，但拼多多用千亿的投入换来了万亿的市场，在长期效应的加持下，杠杆效应带来的巨量增长终将在未来显现。</p><p>从这一角度来看，拼多多的做法十分值得。</p><p>-------<strong>The end</strong>-------</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205515809v152qpy8jelcxxu\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205518071v152yd9xrejx63j\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205519248v152yglrolad5ez\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205524922v152120ybwkn33w\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205525346v152fkk6ehrxp2s\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205527484v152eutitx90gnb\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205528010v152ca56zj91p94\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604205529320v1525kz1eo0m3lp\"/></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>利润下降近四成，短期承压的财报中，藏着拼多多未来增长的秘密</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{ 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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利润下降近四成，短期承压的财报中，藏着拼多多未来增长的秘密\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 20:40 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604205541a6fa4cf0&s=b><strong>鳌头财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管牺牲了短期业绩，但拼多多用千亿的投入换来了万亿的市场，在长期效应的加持下，杠杆效应带来的巨量增长终将在未来显现。记者丨宁晓敏实习生丨汗青出品丨鳌头财经卖了6年卤鹅的周露，最近在拼多多上实现了爆单，“一夜卖了1202单，从未见过这个阵仗。”周露的卤鹅品牌叫做“渝飨记”，是一家主营荣昌卤鹅的老字号。前段时间，“卤鹅哥”林江在互联网上爆火，也给荣昌卤鹅带来了巨量曝光。数据显示，荣昌卤鹅的网络曝光率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604205541a6fa4cf0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604205541a6fa4cf0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540066183","content_text":"尽管牺牲了短期业绩，但拼多多用千亿的投入换来了万亿的市场，在长期效应的加持下，杠杆效应带来的巨量增长终将在未来显现。记者丨宁晓敏实习生丨汗青出品丨鳌头财经卖了6年卤鹅的周露，最近在拼多多上实现了爆单，“一夜卖了1202单，从未见过这个阵仗。”周露的卤鹅品牌叫做“渝飨记”，是一家主营荣昌卤鹅的老字号。前段时间，“卤鹅哥”林江在互联网上爆火，也给荣昌卤鹅带来了巨量曝光。数据显示，荣昌卤鹅的网络曝光率增长了4050%。面对泼天的流量，如何做好承接、转化是商家们要面对的关键问题，平台强大数字化能力的帮助让这一问题得到了有效解决。周露介绍，通过入选拼多多“多多好特产计划”，渝飨记品牌知名度得到了进一步提升，甚至吸引到了外国客人咨询。平台扶持的故事同样发生在号称“北方鞋都”的河北安新，此前安新县通过承接天津等地的加工订单，涌现出一片产业集群，然而随着市场环境的变化，当地商家不可避免地陷入到同质化竞争的局面中。鞋商王智福便经历过这一过程，单价89元的爆款鞋，面世第二年便出现了29元、39元的“同款”，王智福不仅订单量锐减九成，仓库内还积压了十万双。王智福决定跳出价格竞争的桎梏，推出了成本近百元的碳板跑鞋，这一价格已经接近当地的平均出货价，过去的渠道难以消化吸收，找到新销路成为破局关键。这款售价299的跑鞋一开始在传统电商平台并未获得销量，在转战拼多多后，得益于平台的“新质商家百亿扶持计划”，王智福的跑鞋成为主推产品，其店铺的月销售额迅速突破数百万元。更多的周露、王智福在拼多多上涌现，根据分析机构估算，今年一季度拼多多GMV增速16%，GMV规模1.07万亿，拼多多对商家“扶持+减免”的政策，带动了上万亿的消费规模。代价则是拼多多营收增速的放缓与利润率的下降，值得吗？01“牺牲短期业绩” 拼多多说到做到5月27日，拼多多公布了2025年第一季度未经审计财务业绩，财报显示，报告期内拼多多实现营收956.722亿元，同比增长10%，增速有所放缓；实现营业利润160.856亿元，同比下降38%；实现归属于普通股股东的净利润147.42亿元，同比下降47%。单从营收和利润数据看，增速放缓、利润腰斩，拼多多似乎增长乏力了，进一步分析财务数据便可发现，拼多多业绩放缓的背后则是公司“敢于牺牲短期业绩”的战略选择。两个数据值得注意，一是拼多多一季度交易服务收入增速仅为6%，上季度该指标的增速为33%；二是销售和营销费用较去年同期的234亿元大增43%，净增额达到了100亿元。“总体GMV增长了16%，但佣金收入只增长了6%，说明拼多多把更多的利润让给了平台商家，自身承担了交易规模上涨的更多成本。”行业分析人士向鳌头财经表示，“营销费用的上涨更是说明了拼多多用‘真金白银’补贴商家和消费者，而不是像某些平台，把很大一部分营销费用转嫁到了商户身上。”华泰证券的研报也指出，“交易服务收入不及预期表明了拼多多在商户扶持和佣金减免上的激进投入。”在一季报发布后，拼多多执行董事、联席CEO赵佳臻表示，“平台对商家的帮扶范畴将从头部腰部拓展至中小商家，敢于啃高质量发展中的硬骨头。”对于啃硬骨头，拼多多有充足的底气，财报显示，一季度经营活动现金净额155.2亿元，现金及短期投资余额3645亿元。换言之，尽管扶持商家的激进举措会让拼多多在收入和利润上承压，但牺牲短期业绩换来的是“商家-消费者-产业带”这一价值循环的重构，拼多多的战略选择更像是一种“蓄力”，以短期业绩的迟滞换取未来更高的成长性。02千亿扶持换来万亿市场拼多多找到了撬动增长的杠杆除了蓄力，还要蓄水。当下的消费环境正在快速变化，在产业端，同质化竞争困局随处可见，产业带升级需求迫切；在消费端，消费者个性化、功能化消费需求提升，供需匹配效率亟待提升。“中国庞大的消费市场可看作一个水池，其中主要部分仍是万千中小型商家，当中小型商家面临生存危机，水池的供水能力便会下降。”行业观察人士向鳌头财经表示。拼多多要做的便是向水池中持续蓄水，构建出更加健康的商家生态系统。在拼多多董事长、联系CEO陈磊看来，“对商家的反哺和投入是该阶段平台必须承担的社会责任，只有优先保障用户和商家的利益，才能创造更优质的平台生态。”在产业端，拼多多在今年4月初推出了“千亿扶持”，计划未来三年内投入资金、流量等资源超过1000亿元，加码高质量电商生态建设，助推平台商家新质转型升级，全力构建用户、商家及平台多方共赢的商业生态；在消费端，“千亿扶持”落地了多项补贴政策普惠消费者，平台百亿补贴频道更是新增了“100亿商家回馈计划”，先后投入100亿元消费券。在拼多多的持续扶持下，商家迎来了新的发展契机，金华市下属的永康县是浙江有名的“五金之都”，周志宇的厨具工厂便坐落于此。在过去，工厂的主要订单来自于海外代工，周志宇自创的品牌“伊之福”作为产业带白牌，在传统电商平台平没有较好的发展机会。在入驻拼多多后，“伊之福”很快迎来爆单，周志宇坦言，拼多多对于商家的扶持，以及轻运营、重产品的平台逻辑是“伊之福”快速成长的关键。“相较其他平台，拼多多ROI更高，且运营相对简单，这从我们的人力配置便有体现，我们一名拼多多运营可以同时管理三家店铺，其他平台我们是6个运营同时负责一家店铺。”鳌头财经了解到，目前“伊之福”在拼多多的销售已覆盖了周志宇工厂3亿年产值的一半。在消费市场中，除了大牌产品，还有无数像周露、王智福、周志宇一样的中小型商家，他们也是供给端的重要组成部分，他们的健康成长，带动了消费规模的增长，也为拼多多带来了上万亿消费的成效。尽管牺牲了短期业绩，但拼多多用千亿的投入换来了万亿的市场，在长期效应的加持下，杠杆效应带来的巨量增长终将在未来显现。从这一角度来看，拼多多的做法十分值得。-------The end-------","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439606152433696,"gmtCreate":1748354478727,"gmtModify":1748354480731,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547550248478329","authorIdStr":"3547550248478329"},"themes":[],"htmlText":"马来西亚人，更喜欢冷饮，而非茶","listText":"马来西亚人，更喜欢冷饮，而非茶","text":"马来西亚人，更喜欢冷饮，而非茶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439606152433696","repostId":"1199050387","repostType":2,"repost":{"id":"1199050387","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1748352830,"share":"https://www.laohu8.com/m/news/1199050387?lang=&edition=full","pubTime":"2025-05-27 21:33","market":"nz","language":"zh","title":"异动解读 | 霸王茶姬盘中大涨5.33%，马来西亚扩张计划及李宗伟加盟提振信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1199050387","media":"异动解读","summary":"霸王茶姬今日盘中大涨5.33%，引发市场关注。消息面上，霸王茶姬宣布了其在马来西亚的雄心勃勃的扩张计划，目标是在未来三年内开设300家直营门店。据悉，霸王茶姬通过其子公司与马来西亚联大集团成立合资企业，霸王茶姬持股60%。马来西亚作为霸王茶姬最大的海外市场，目前已有148家门店，占据当地新茶饮市场27%的份额。市场分析认为，霸王茶姬在马来西亚的成功经验有望为其进一步拓展东南亚及其他海外市场提供宝贵借鉴。","content":"<p>霸王茶姬（CHA）今日盘中大涨5.33%，引发市场关注。</p>\n\n<p>消息面上，霸王茶姬宣布了其在马来西亚的雄心勃勃的扩张计划，目标是在未来三年内开设300家直营门店。更引人注目的是，该公司与马来西亚羽毛球名将李宗伟展开合作，李宗伟将担任品牌大使。这一战略性举措极大地提振了投资者对霸王茶姬海外扩张前景的信心。</p>\n\n<p>据悉，霸王茶姬通过其子公司与马来西亚联大集团成立合资企业，霸王茶姬持股60%。马来西亚作为霸王茶姬最大的海外市场，目前已有148家门店，占据当地新茶饮市场27%的份额。此次扩张计划不仅体现了公司对马来西亚市场的信心，也展示了其全球化战略的决心。市场分析认为，霸王茶姬在马来西亚的成功经验有望为其进一步拓展东南亚及其他海外市场提供宝贵借鉴。</p>","source":"ai_movement_cn","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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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异动解读 | 霸王茶姬盘中大涨5.33%，马来西亚扩张计划及李宗伟加盟提振信心\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-05-27 21:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>霸王茶姬（CHA）今日盘中大涨5.33%，引发市场关注。</p>\n\n<p>消息面上，霸王茶姬宣布了其在马来西亚的雄心勃勃的扩张计划，目标是在未来三年内开设300家直营门店。更引人注目的是，该公司与马来西亚羽毛球名将李宗伟展开合作，李宗伟将担任品牌大使。这一战略性举措极大地提振了投资者对霸王茶姬海外扩张前景的信心。</p>\n\n<p>据悉，霸王茶姬通过其子公司与马来西亚联大集团成立合资企业，霸王茶姬持股60%。马来西亚作为霸王茶姬最大的海外市场，目前已有148家门店，占据当地新茶饮市场27%的份额。此次扩张计划不仅体现了公司对马来西亚市场的信心，也展示了其全球化战略的决心。市场分析认为，霸王茶姬在马来西亚的成功经验有望为其进一步拓展东南亚及其他海外市场提供宝贵借鉴。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHA":"霸王茶姬"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199050387","content_text":"霸王茶姬（CHA）今日盘中大涨5.33%，引发市场关注。\n消息面上，霸王茶姬宣布了其在马来西亚的雄心勃勃的扩张计划，目标是在未来三年内开设300家直营门店。更引人注目的是，该公司与马来西亚羽毛球名将李宗伟展开合作，李宗伟将担任品牌大使。这一战略性举措极大地提振了投资者对霸王茶姬海外扩张前景的信心。\n据悉，霸王茶姬通过其子公司与马来西亚联大集团成立合资企业，霸王茶姬持股60%。马来西亚作为霸王茶姬最大的海外市场，目前已有148家门店，占据当地新茶饮市场27%的份额。此次扩张计划不仅体现了公司对马来西亚市场的信心，也展示了其全球化战略的决心。市场分析认为，霸王茶姬在马来西亚的成功经验有望为其进一步拓展东南亚及其他海外市场提供宝贵借鉴。","news_type":1,"symbols_score_info":{"CHA":1}},"isVote":1,"tweetType":1,"viewCount":473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437840379593000,"gmtCreate":1747929858762,"gmtModify":1747929860355,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547550248478329","authorIdStr":"3547550248478329"},"themes":[],"htmlText":"你应该多了解一下估值逻辑","listText":"你应该多了解一下估值逻辑","text":"你应该多了解一下估值逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437840379593000","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430896700436816,"gmtCreate":1746175204246,"gmtModify":1746175205906,"author":{"id":"3547550248478329","authorId":"3547550248478329","name":"Kevinlee","avatar":"https://static.tigerbbs.com/d053a794fa9fee5415306e4deb6a1bef","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547550248478329","authorIdStr":"3547550248478329"},"themes":[],"htmlText":"买入29号到期的Call，相信云业务，AI应用提效，苹果的战略合作将在15号的业绩说明会上有较好的指引 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