彩票平台

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电商“三国杀”,阿里巴巴、拼多多、京东财报论英雄

摘要: 前浪稳、后浪猛。

图片来源@视觉中国

tupianlaiyuan@shijuezhongguo

wen | caibaokangongsi

彩票平台suizhezhongguoyiqinghuanjie、jingjifusu,sandadianshangalibaba、pinduoduo、jingdongdouzaijinrifabule2020niandiyijidudecaibao。zhengtikanxialai,sanjiayejidouchaochuleciqianbeiguandeshichangyuqi,pinduoduodeyonghuheyingshouzengzhangbiaoxianyouqituchu。

dianshang“sanguosha”yichengchangtai,alibaba、pinduoduo、jingdongcaibaozhongtoululenaxiequshi?

三大电商业绩PK: 前浪稳、后浪猛

彩票平台qianlangpingwen,ali2020cainianyingshoudayuqi,disicaijishouyiqingyingxiangjiaoda。

(阿里巴巴营收,制图: 财报看公司)

彩票平台2020cainian,alibabajituanshourutongbizengzhang 35%zhi 5097.11 yiyuan,dachenglequniandingxianiandushouruda 5000 yiyuandezhiyin,zheideyiyuzhongguolingshoushangyeyewujialiyunshouruzengzhang。guishuyuputonggugudongdejingliruntongbizengzhang 70%zhi 1492.63 yiyuan,qizhongbaokuoshoudaomayijinfu33%guquanshiquerendezhongdayicixingguquanshouyi692yiyuan,yijibufensuningdeshizhixiahuazaochengdeguquanjianzhi;jingdiaozheng ebitda (shuixizhejiujitanxiaoqianlirun)tongbizengzhang 29%。

彩票平台jutidao3yuefenjidu,yejiushialibaba2020cainiandisijidu,yejishouyiqingyingxiangjiaoda。shouru1143.1yiyuan,tongbizengzhang 22%;jingyinglirunwei71.31 yiyuan,tongbixiajiang 19%;jingdiaozhengebitdatongbizengzhang1%zhi 254.40 yiyuan。

houlangxiongmeng,pinduoduoshaoqianhuanzengzhanghuode6yiyonghu。

(拼多多营收,制图: 财报看公司)

彩票平台pinduoduohaizaizengzhangdelushangyilukuangben。zheiyijidu,zaipingtaidexiaoshouyushichangtuiguangfeiyongdadao72.97yiyuandecijixia,pinduoduoyonghushutongbizengzhangchaoguo40%,maijinle“6”yishidai。

pinduoduo2020niandiyijidushixianyingshou65.41yiyuan,tongbizengzhang44%;guishuyuputonggugudongdejingkuisunwei41.2yiyuan,kuisuntongbikuoda119%;feitongyonghuijizhunzexia,pinduoduo2020niandiyijidujingkuisunyirangaoda31.70yiyuan。

彩票平台zaiyijiducaibaozhong,pinduoduolaizizaixianshichangcaipiaopingtaideshouru54.9yiyuan,tongbizengzhang39.1%;jiaoyicaipiaopingtaishouru10.5yiyuan,tongbizengzhang75.7%,weizhifujidisanfangdejiaoyicaipiaopingtaifei。jupinduoduoguanfangtoulu,muqianyiranbaochi0yongjin。

shouwuliulihao,jingdongjibenbaochizhuleyingshouzengzhangshitou,danjinglirunxiahua。jingdongdiyijiduyingshouwei1462yiyuanrenminbi,tongbizengzhang20.7%;guishuputonggugudongdejinglirunwei10.7yiyuan,xiangbizhixiaquniantongqiwei73yiyuanrenminbi;feitongyonghuijizhunzexia,guishuputonggugudongdejinglirunwei30yiyuan,quniantongqiwei33yiyuan。

congyejidapanshanglaikan,sandadianshangdoukangzhuleyiqingsinvedechongji,zhangxianlezhashideshili。alibenjidudecaibaosuibuketongrieryu,danyingshouhejinglirunyiranyaoyaolingxian;jingdongdanjiduyingshouchaoguoali,danjinglirunrengyoujin10beichaju;pinduoduozezaiyonghushangduialihejingdongyoulejinyibuganchao,danyingshouguimoyuliangwei“qianlang”haiyoudeshuliangjichaju,jingkuisunyerengranbuduankuoda,hainanyanshangyemoshidejiankanghechengshu。

shichangyiranqinglai“zengzhangdegushi”,pinduoduozaicaibaofabuzhihou,shoupannishidazhangchaoguo14%。

疫情对电商产生了哪些可持续的影响?

彩票平台yiqingzhongjiuhuiguoqu,caipiaopingtaideshijiaohaishigengduodifangzaiweilai。dangteshuyinsuxiaoshi,yiqingduidianshangchanshenglenaxiekechixudeyingxiang?

ju《caibaokangongsi》guancha,zhuyaoyouyixiasangefangmiandegaibian:

  • 消费习惯的改变——更多用户在线购物,购物品类拓展;
  • 营销方式的改变——直播电商;
  • 供应链的改变——更短(去中间商)、C2M(反向定制)

彩票平台duiyuzheixiegaibiancaipiaopingtaihuoxuzaoyichajue,danyiqingjiasulebianhuadesudu,qiezaiyijiducaibaozhong,keyizhaodaoqueqiedeshujuyinzheng。

彩票平台1、xiaofeixiguandegaibian——gengduoyonghuzaixiangouwu,goumaipinleituozhan;

(制图: 财报看公司,注: 图中阿里巴巴相关均为中国市场数据)

 zaiyonghucengmian,sanjiagongsidouzaibuduanchujiyonghuliangdegaodian。dao2020nian3yue,alibabashuzijingjidenianduhuoyuexiaofeizhezaiquanqiudadao9.6yi,qizhongzhongguo7.8yixiaofeizhehezhongguoyiwai1.8yixiaofeizhe。zhongguolingshoushichangdenianduhuoyuexiaofeizhedadao7.26yi,biquniantongqizengjiale7200wan。lingwai,zaizhongguolingshoushichangshangdeyidongmaudadao8.46yi,bi2019nian3yuezengjiale1.25yi。

(制图: 财报看公司)

 pinduoduobenjidudepingjunmeiyuehuoyueyonghuwei4.874yi,bishangyijiduzengzhang68%。2019niantongyijiduwei2.897yi。dao2020nian3yue,nianduhuoyuemaijiawei6.281yi,xiangbiquniantongqi4.433yimeiyuanzengzhangle42%,meigehuoyuemaijiadenianduzhichuwei1842.4yuan。

tongyishiqi,jingdongnianhuoyuemaijiazongshudadao3.874yi,jiaoqunian3.105yirenzengzhang24.8%。2020nian3yueyidongrihuoyueyonghutongbizengzhangle46%。

muqianpinduoduoheali、jingdongdeyonghuzhongdiedushangweiyouqueqieshuju,dandequeyouxuduocongweijiechuguodianshangdeyonghushiyongqipinduoduo。culvetuice,huoxuyouyue1yixinzengdianshangyonghu,zheigeshuliangyiranfeichangpangda。

erzaigouwupinleifangmian,alibabafangmianpilu,yiqingweixiaofeizhezaixiangoumairiyongpintigonglejihui。biruhemaxianshengshouruzai2yuehe3yueqiangjingzengzhang,diyijiduzaixiangoumaiyuezhanhemaxianshenggmvde60%,tongbizengzhang10%。

pinduoduofangmianyezaicaibaodianhuahuiyishangbiaoshi,yiqingyijinggaibianlelingshouxingye。shitihexianshangdejiexianyijingmohule,baokuoyixiegaoduandechanpin,leisiyuzhubao、shipindeng。pinduoduoceohuangzhengcheng,“zaiyijiduzhong,caipiaopingtaiguanchadaogmvfenbuyuzhiqiandeshuipingyouhendachayi。 fuzhuanghekuaixiaopinjixuzhanbenjiduzongxiaoshouedejuedabufen。yuqitaleibiexiangbi,fuzhuangshouyiqingdeyingxianggengda。”

2、yingxiaofangshidegaibian——zhibodianshang;

yiqingduidianshangyingxiaofangshiyechanshenglejidadegaibian,zhibodianshangyijingcong“jinshangtianhua”bianchengle“qianyanbiaopei”。

“zhiboyijingbujinjinshixiaoshoupingtai,haishiyizhongheyonghuhudong、quzhanxianshenghuodefangshi。xianshangzhibodapolexiaofeizheheshangjiazhijiandebilei,yerangxiaofeizhegoumailehenduobenlaibuhuizaixianshanggoumaidechanpin,birushuozhubaohehaixian。”

彩票平台taobaozhibozuoweidianshangzhibogouwudejueduilingxianzhe,shujugengjialiangyan。diyijidu,taobaozhiboshangshiyongzhiboderihuoyueshangjiashutongbizengzhang88%。jiezhi2020nian3yuezhicainian,taobaozhibodailaidegmvtongbizengzhangchao100%。

jingdongzhiboyewufuzerenzhangguoweizaiyiciyanjiangzhongcheng,2020nianshidianshangzhibodezhongchangzhanshi。buguo,jingdongzhiboqueyizhibuwenbuhuo。jukejixingyeyanjiuyuanxumuchenfenxi,“dianshangbenzhishangshishangpinxinxipingtai,taobaohejingdongdeneirongchuangzaoshiugchepgcdechabie。jingdongmeinenggenshang“zhibodaihuo”defengkou,mouzhongyiyishangshiwukenaihedeshiqing。”

3、gongyingliandegaibian——gengduan(quzhongjianshang)、c2m(fanxiangdingzhi);

yiqingqijian,bushaorendouhuitongguodianshangcaigounongchanpin,shengxian、fangyiwuzishenzhiyiqieshenghuoyongpin,yonghugouwuqudaodegaibian,cushilingshoushang、shengchanshangdoumianlinjinyibuxianshanghua。

zheiqizhong,jiyoupinduoduo、jingdong、taobaotongguozhibofangshishangxiandezhunongchanpin,yeyouzhenduiyonghuxuqiukaituogongchangtigongkouzhao、jiujingdengc2mchanpin。jiyoutongguohemaxianshengzhijiecaigou,yeyoutongguotaoxiandajiangshitimendianyunyingdegegeyuansujinxingquanfangweishuzihua。jiezhi2020nian3yue31rizhi12geyue,yitaoxiandaweizhudealibabashangyepingtai,weigaoxinlingshoudailaideshouruyuezhanqizongshourude10%。

竞争趋势

dianshangdeliuliang、yonghudezhengduoyuelaiyuejiejinshichangtianhuaban,suizhepinduoduozheitiao“nianyu”buxichengbenbutiehetuiguangdejiaoju,rangdianshangdejingzhenggengjiabairehua。

dangqian,pinduoduomianlindexiayigezhanchangzhengshi“pinpaishangjia”,shuxipinduoduoderenyiranfaxian,bushaoshuxiderihua、meizhuang、fushipinpaiyijingruzhu,suizhezhanlvezhuziguomei,zhongduodianqipinpaigengshikuaisulanruhuaizhong。

彩票平台erzheixiezhengshijingdong、tianmaodefudi,zaibujiudejianglai,huibuhuichuxian“sanxuanyi”shijianyeweikezhi。

彩票平台houlangsuiranxiongmeng,danliwanshandeshangyeshengtaixitongdecaipiaopingtai,haiyouhenzhangyiduanluyaozou。

hejingdongxiangbi,cangchuwuliudeyoushi,jinrongxitongdejianli,jingdongdaojiadengxinlingshouyewu,douhaishangyouhendachaju。jiubuyongtialibabadexinlingshoubuju、aliyunjichucaipiaopingtaidengdeng。

彩票平台danciciyiqingduiquanqiujingjibojimianhenguang,yewutanzibijiaodadealifaneryincishouyingxiangbijiaoda,jutizaisigefangmiandefumianyingxiangwei: zhongguolingshoushichang,bendixiaofeizhecaipiaopingtai,guojilingshoushichangheqitashejilvyou,yunshuhelixianyuledeyewu。buguo,alibabacaibaoxianshi,3yuefenzhihou,gexiangyewuyijinghuifukuaisuzengzhang。

彩票平台xianjinliufangmian,jiezhiyijidumo,pinduoduozhangshangxianjinjixianjindengjiawuheduanqitouziheji 426yiyuan(buhanshouxianzijin),xuanchenghaijiangjixu“baiyibutie”xiaqu。tongqi,alibabafeigongrenhuijizhunzeziyouxianjinliuda 1309.14 yiyuan。

彩票平台“danyaowuzi”chongzu,dianshang“sanguosha”yexucaishiganggangqimu。

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