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拼多多、京东和阿里发布财报后: “后浪”求增长,“前浪”求利润

摘要: 彩票平台 后浪求增长,前浪求利润。

wen | zibenzhentan,zuozhe | hongjian

5yue22rimeigupanqian,pinduoduo、alibabaxiangjifabucaibao,zhici,guoneidianshangsanjutou(alibaba、jingdong、pinduoduo)junyijiaochushouyiqingchongjideyijiduchengjidan。

shaozaofabucaibaodejingdongyijidubiaoxianyibeitaolunguoduoci: yingshouchaoyuqi,huoyueyonghudazeng,wuliutixichengweijingdongteshushiqideguanjianzhicheng。xiangduiyingde,youyualibaba、pinduoduodelushuhejingdongxiangbijieranbutong,qishouyiqingchongjijihe,youzuochulezenyangdefanying,poshoushichangguanzhu。

彩票平台genjuciqianpengbohuizongdefenxishiyuqi,alibabaq1yingshouyujida1070.38yiyuan(ruowutebieshuoming,danweijunweirenminbi),tongbishangzhang14.5%;diaozhenghoujinglirun160.85yiyuan,tongbixiahua28.5%。

duiyupinduoduo,shichangdeyuqijiaoweibaoshou,fenxishiyujipinduoduoq1yingshouwei49.69yiyuan,tongbishangzhang9.3%,zengsuhuochuxianxindi;diaozhenghoujingkuisun26.70yiyuan,jiaoquniantongqikuoda93.6%。

彩票平台congzuizhongdejieguolaikan,alibabahepinduoduojunzaibutongchengduchaochushichangyuqi。

彩票平台alibabadeguanjiancaiwuzhibiaoqingkuangruxia:

  • alibaba2020niandisicaiji(ji2020nianq1)shixianyingshou1143.1yiyuan,tongbizengzhang22%,gaoyushichangyuqi;

  • guishuyuputonggugudongdejinglirunwei31.62yiyuan,tongbixiajiang88%,yuanyinshitouzideguquanzhengquanjiagexiadiedaozhitouzikuisun,er2019niantongqitongleitouzizeshiqudejingshouyi;

  • diaozhenghoujinglirunwei222.87yiyuan,tongbizengzhang11%。

彩票平台pinduoduodeguanjiancaiwuzhibiaoruxia:

  • pinduoduo2020niandiyijidushixianyingshou65.41yiyuan,tongbizengzhang44%,dachaoshichangyuqi;

  • guishuyuputonggugudongdejingkuisunwei41.2yiyuan,kuisuntongbikuoda119%;

  • 彩票平台feitongyonghuijizhunzexia,guishuyuputonggugudongdejingkuisunwei31.7yiyuan,kuisuntongbikuoda130%。

彩票平台youyufazhanjieduanhezishenyoushibutong,dianshangsanjutouzaimianduiyiqingchongjishicaiqulebutongdeyingduicelve,yijidugexiangcaiwubiaoxianshisanzhesiluchayideqingxizheshe。

三巨头各辟蹊径

congyingshoushangkan,jingdongyiranzaisanzhezhongpaimingdiyi,zheiyujingdongdeshangyemoshizhuyaoweiziyingdianshangyouguan,qizhuandezhuyaoshishangpinzhijiedexiaoshoushouru,ertaobao、tianmao、pinduoduodengzhuandegengduoshipingtaiguanggaofeihecaipiaopingtaifei,yincijingdongyingshouwangwanggaoyualibaba,danlirunbujihouzhe。

jutidaobenjidudeqingkuang,jingdongzaiyingshoufangmianyualibabadejuliyousuolakai,erpinduoduozuoweidianshangxingui,shourujiaoqianliangzhehaiyouhendazengzhangkongjian。

彩票平台yingshouzengsufangmian,sanzhejuyoubutongchengdudefanghuan,qizhongyipinduoduohealibabajiaoweimingxian。zaiyiqingdechongjixia,suiranpinduoduoyingshoudachaoyuqi,danzengzhangxiangbiciqianjiejinfanbeideshuipinghaishiyoumingxianxiahua,alibabayechuxianleisideqingkuang。

相比京东和拼多多,阿里巴巴的收入结构较复杂。由于三者的竞争交集主要集中在国内零售业务,因此阿里巴巴核心商业中的中国零售商业业务是对比的关键细化指标。财报显示,该项业务在2020年第四财季的收入为709.05亿元,占总营收比例为62%,同比增长21%,略低于22.3%的总营收增速。

zaialibabadegexiangshouruzhong,zengzhangjiaoweituchudeshialiyunhechuangxinyewubankuai。

阿里云本季度取得营收122.17亿元,同比增长58%,占总营收的比例从8%上涨到11%,是拉动增长的关键力量之一;由高德地图、AliOS、钉钉、天猫精灵等组成的创新业务板块实现营收22.88亿元,同比增长90%,但占总营收的比例未有太大变化,仍为2%。

京东方面,其一季度的产品销售收入为1300.9亿元,占总营收的比例为89%,同比增长19.7%,略低于20.7%的总营收增速;彩票平台收入为161.1亿元,同比增长29.6%,其中物流及其它彩票平台收入为66亿元,同比增长53.6%,是各细分业务中增长最为突出的一项。

pinduoduodeshourujiegoujinweizaixianyingxiaocaipiaopingtaishouruheyongjinshouruliangxiang,qiyijidudezaixianyingxiaocaipiaopingtaishouruwei54.92yiyuan,tongbizengzhang39.1%;yongjinshouruwei10.49yiyuan,tongbizengzhang76%。

值得注意的是,拼多多的佣金收入占比此前一直保持在11%上下,一季度该项收入的占比涨至16%。

也就是说,44%的总营收增长在相当程度上是受到佣金收入增长的推动。

在活跃用户数上,阿里巴巴、京东、拼多多的年度活跃用户数分别为7.26亿(中国零售市场)、3.87亿和6.28亿。拼多多实现活跃用户数破6亿的同时,和阿里巴巴的距离也缩小至不到1亿。

彩票平台zainianduhuoyueyonghushudezengzhangfangmian,weiyichengxianzengzhangfanghuantaishideshialibaba。jingdongyouyuzaiyiqingqijianwuliubiaoxiantuchu,laoyonghuhuiliujiasu,chenshuiyonghubeihuanxing,xinyonghudezhudongfangwenhezhudonggouwuyezaitisheng,qinianduhuoyueyonghushutongbizengzhang24.6%,chuangxiajinjigejidudezuigaoshuiping;pinduoduozezaibaochiyuanyougaosuzengzhangdejichushanglveyoutisheng。

彩票平台duiyuzaihuoyuemaijiashucengmiandetupo,pinduoduodongshijuzhuxijianceohuangzhengbiaoshi,pinduoduoyuehuo/niandumaijiadezhibiao,cong19nianyijidude65.4%tishengdaole20nianyijidude77.6%,zheidaibiaoyonghugengjiaxihuanpinduoduodechanpin,pinduoduoyeyougengqiangdenenglilaimanzuyonghuduoyangxingdexuqiu。

lingwaizhidezhuyideshi,pinduoduoyonghujiezhijinnian3yue31ride12geyuerenjunxiaofeishuipingcongquniantongqide1257.3yuanshangshengzhi1842.4yuan。yejiushishuo,yonghumenzaipinduoduoshanghuadeqiangengduole。

huoyueyonghushuchixuzengzhang、renjunxiaofeishuipingshenggao,pinduoduozhanshilejudadezengzhangqianli。

不过,拼多多在营收和用户层面的增长并非没有代价。财报显示,其一季度的销售及市场费用达到了72.97亿元,费率高达111.6%。财报显示,该项费用增长的原因为拼多多在广告、促销和补贴的投入持续加大。

换句话讲,拼多多一季度的增长很大程度是烧钱换来的。彩票平台与此同时,拼多多的一般及行政费用和研发费用也有43.3%和120.8%的同比增长,经营费用率高达139.2%,以至于经营亏损达到43.97亿元。

似乎是在对拼多多的“烧钱”行为作出回应,在财报电话会议上,阿里巴巴的首席财务官武卫表示,阿里巴巴并不认同那种烧钱来寻求交易额增长的做法,“彩票平台不会去做”。武卫同时表示,阿里巴巴希望做任何投资都是可持续和高效。

congcaibaoshujulaikan,shenwei“dage”,xiangbipinduoduo,jingdonghealibabazaitourushangbiaoxiandekezhixuduo。

彩票平台jingdongdelvyuefeiyongsuiranyiqingshangzhangmingxian,danqiduishichangfeiyongdeyouxiaokongzhidixiaolexiangyingyingxiang,zhengtijingyingfeiyonglvwei13.8%,diyuquniantongqide14.1%heshangyijidude14.2%。alibababenjidudeshichangfeiyonglvwei10.7%,xiangbiciqianyousuotigao,qijingyingfeiyonglvwei26.8%,quniantongqiheshangyijidufenbiewei27.7%he21.2%。

feiyongshangdechayiyingxiangzhesanzhedeyinglishuiping,zaifeitongyonghuijizhunzexia,alibaba、jingdong、pinduoduoguishuyuputonggugudongdejinglirunfenbiewei251yiyuan、29.7yiyuanhe-31.7yiyuan。alibabadeyinglinengliyiranyaoyaolingxian,jingdongzaiyiqingqijianbaochiyingli,pinduoduozekuisunjiada。

虽然阿里巴巴在费用支出上相对克制,但净利率仍然受疫情影响较严重,在非通用会计准则下,其一季度归属于普通股股东的净利率为22%,相比前几个季度下滑明显;京东的净利率为2%,去年同期和上一季度分别为2.7%和0.5%;拼多多的亏损率则大幅扩大至-48.5%。

 

特殊状况只是竞争的插曲

keyikandao,xiangbixingyelaopaijutoualibabahejingdongdekezhi,shangzaichengzhangqidepinduoduojianzoupianfeng,zaiyiqingchongjixiajixuba“qiangdipan”zuoweizhongdian,dafujiamayingxiaohebutie,youcihuanlaileyingshouhehuoyueyonghudeshangzhang,dankuisunfuduyelingrenzashe。

彩票平台zhidezhuyideshi,pinduoduodeguanfangweibozaicaibaofabuhouxuanbu,qibaiyibutiexiangmujiangjixujiama。yejiushishuo,pinduoduoyiranjianchishaoqianhuanzengzhangdecelve。

zonghegexiangzhibiaolaikan,jingdongdeyiyuzijianwuliude“zhongzichan”moshi,zaishouyiqingyingxiangdeyijiduzhongbiaoxianzuiwen。buguo,liangweiduishouyezaiwuliulingyuchixufali:

  • alibabachixujiamacainiaowangluowuliucaipiaopingtai,gaixiangyewuyijidushixianyingshou49.51yiyuan,tongbizengzhang28%,gaoyuzongyingshouzengsu。

  • rugu“sitongyida”detongshi,alibabayezaiyierxianchengshijiadatouruluodipeiyewudanniao,yiyouhuawuliutiyan。

  • 彩票平台pinduoduozaiwuliufangmianjierulejitusudi,jinguanshuangfangdoufourenjitushi“pinduoduoxikuaidi”,danyouyuliangzhedoukenengheduanyongpingyouqiansiwanlvdelianxi,waijiepubianrenwei,yupinduoduoguanxiaimeidejitushiqianzhefaliwuliudebiaozhi。

  • 彩票平台jinnian4yue,pinduoduozaiyuguomeilianshouhou,guomeiqixiaanxunwuliujiangjierupinduoduopingtai,weipinduoduopingtaishangjiazaidajianwuliu、cangpeiyitihua、anzhuangjiaofudenghuanjietigongdingxiangcaipiaopingtai。

pinduoduoheguomeilianshoudelingyigezhongyaoyiyizaiyu,qianzhezhengshiqieru3cjiadianzheigekedanjiagenggaodepinleizhong。jinguanguomeizaijiadianshichangqudaofeneshangburujingdonghetianmao,danpingjie“6yirendouzaiyongdepinduoduo”deliuliangyoushi,guomeihuojiangduijingdonghetianmaoxingchengtiaozhan。

彩票平台pinduoduoshituyiqieru3cjiadianpinleilaijixutuijin“nongcunbaoweichengshi”zhanlve,eralibabahejingdongyezairuqinpinduoduodejibenpan。

阿里巴巴在财报中表示,其2020财年有超过70%的新增年度活跃消费者来自欠发达地区;京东方面也曾在财报电话会中表示,如果按用户的收货地址来看,京东的三到六线用户占比已经超过六成,GMV占比已经超过一半。

yejiushishuo,duanbingxiangjiezhengzaifasheng,qiehuoyaoweihuiyufanonglie。

彩票平台suizheyiqingdedaokongzhi,gexinggeyejingyinghuodongzhubufusu。zaizouchuyiqingyinyinghou,alibaba、jingdong、pinduoduoyeyinglailejingzhengdexinjieduan。

疫情期间,由于线下活动停摆,商家意识到了走向线上的重要性,直播电商因而持续升温。在优惠政策的推动下,2月以来淘宝直播新增的直播间数量同比翻番。财报显示,截至2020年3月31日止三个月内,淘宝直播上使用直播的日活跃商家数同比增长88%;截至2020年3月止财年,淘宝直播带来的GMV同比增长超过100%。

彩票平台yejiushishuo,zaishangjiahuifuyuanqihou,zhiboruheqiaodongtaobaotianmaodeshouruzengzhang,jiangshialibabaxiayijiduyejiyidakandian。erjingdong、pinduoduoyezaitansuozenmedashangzhibozheiliangkuaiche。

彩票平台duiyujingdongeryan,yiqinghuanhehou,ruhechixufangdawuliuyoushi、xunqiuzengzhang、baochiyinglishizhangqixuyaomianduidekaoyan;erpinduoduoyiranyaomianduitigaoyonghuzhongchengduhekedanjiadelaowenti。

fengshuilunliuzhuan,youshidiweibuhuiyongyuancunzai,yaliyekenengdailaifandan。alibaba、jingdong、pinduoduozaidianshanglingyusanzudinglidejumianjiangzhangqicunzai,zheigeteshudeyijidujiangsandapingtaidechayifangda,danjingzhengyijingchengxiannizhongyoucaipiaopingtai、caipiaopingtaizhongyounidetaishi,zaizhuiqiuzengzhangdelushang,sandadianshangpingtaidesisha,zhihuigengjiajilie。

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